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Piles of Paper and no system in sight?

January 27, 2022 by Heather Filed Under: Organize, Organizing Projects, Paper management, Systems & Techniques, Tips & Resources, Uncategorized Leave a Comment

Does paperwork pile around you at home and office? Piles of Paper might mean unopened mail, and papers can lead to cluttered horizontal surfaces. There are many reasons for paperwork to pile up. Getting to the cause can help you create a functional solution. Conquoring these piles can be overwhelming or totally rewarding! In this post, I share an easy first step to Purge the Paper Piles.

Piles of Paper might feel beyond our control but they don’t have to

Many organizers, including Marie Kondo, recommend gathering everything by category. In this case papers. Instead, we are going to start differently. Before you gather all your paper piles its helpful to consider and identify how you got to into this situation. I don’t have those answers for you. I can share what I’ve learned from my working observations with clients, friends and family.

  • A “Trigger Event” such as an injury, death, move or birth put you off course. This event caused you to go totally off track and loose your system or maintenance of it.
  • Maybe you had a system started, but that system wasn’t a good fit and you were unable to maintain it. This is often the case when people feel they “should do” something a certain way or learned a system on the job, from a family member or friend. This can be incredibly frustrating and lead to feelings of shame.
  • Or maybe you never learned how to create or maintain a paperwork system, it’s certainly not taught in school or even at home (in most cases)!

We all have our breaking points. There are more urgent, fun and important things than dealing with a paper piles that seem so unimportant. We push them aside and make a lot of excuses for not getting around to them. Day after day, week after week and sometimes for years. When you get to this point, it’s easy to see how overwhelm creeps in and we don’t where to begin.

When we fall behind we tend to ignore what is present because we are worried about what is past.

Paperwork Piles

Instead of going back through everything in the past, start where you are. In my experience if you lost every single paper in your house, there is very little that can’t be fairly easily replaced. Just ask almost any millennial, they live with very few papers. Most of what we need to keep can be replaced with a few phone calls and emails.

Before gathering everything in your home/office, sit down and open your most current paper pile of mail, receipts etc. Consider what mail and papers you have coming in. What categories do they fit in? Here are some general and sub categories.

  • Household-Utilities, improvements, reciepts, insurance etc
  • Medical-You & your family members
  • Vehicles-loans, DMV/MVA info, insurance
  • Financial-Banking, credit cards, investments, taxes
  • Professional-continuing education, employment, resume etc

Make a list of YOUR categories. Don’t think about what you had in the past or what you “should have,” start simple. As you sort, consider going paperless with utilities, insurance, bank statements or anything you can easily access online. Consolodate sub categories into one general category. For example, one file for all utilities (to keep track of account numbers etc). Simplifying your incoming mail and filing will help create a system that’s easier to maintain.

Simple systems work best. Over-organized systems are cumbersome to maintain.

Before you purg past paperwork, create a “staging” area and gather your supplies:

  • A file box or two depending on how much you have. I prefer any that hold hanging folders and still close, like these. Bankers boxes will work, just don’t use the hanging files
  • File folders-new or used, different colors or one color. Don’t buy them unless you need to.
  • Hanging folders are optional but they do make the job easier (recycled is fine)
  • Sticky notes for temporarily labeling categories
  • Pens or pencils (pencils for starting, sharpies or labels for permanent labels)
  • Labels or a Label maker

Now pick up and begin to sort through a pile to see how it fits into your new simple system. Depending on how long this first step took, you can estimate how much time you will need to sort and purge all your Paper Piles! If you don’t have a good system for your mail when it comes in the house, check out this post on Creating a Practical Command Center. Looking for a stylish, yet practical file cabinet or container? Check out my inspiring round up here.

*Some people may prefer a flat filing system like the drawers below or binders, but for the purpose of purging I will focus on file boxes of some sort.

Paper Piles

Paperless organizing; Going digital

January 10, 2022 by Heather Filed Under: Digital Organizing, Organize, Paper management, Systems & Techniques, Tips & Resources, Uncategorized 1 Comment

Are you digital with some, or all of your “paperwork”? Get started with paperless organizing; going digital might help you cut down on paper clutter. For example, some people try to be totally digital and do almost everything on their computer, phone etc. Others are totally uncomfortable and will never go paperless. Most of us fall somewhere in between.

Ready to go digital?

You might still be a little tentative, that’s okay. Dip your toes in the water and acclimate as you go.

8 Questions to assess if your ready to go paperless (less paper)

Answer these questions to learn how comfortable you are with technology. Keep track of how many of the following you answer yes to.

  1. I read books on my kindle or another electronic reader.
  2. More of my shopping is done online than in stores.
  3. I access account like my banks, utilities and others I use frequently.
  4. Paperwork is piling up everywhere!
  5. My calendar is digital (on my phone, computer or both).
  6. I check my emails regularly (more than once a day).
  7. I’m on social media like Facebook, Twitter etc.
  8. I read blogs or other media online to stay informed and connected.

Digital Novice or Paperless Pro? Where do you fall in the Tech Savvy Spectrum?

going digital

If you answered yes to 3-5 of these then you are definitely ready to go digital, at least partially!

The most frequent concern I hear is the issue of security. Your personal information could be stolen via many online sources. Assessing your adversity to risk will help you determine which accounts you are more comfortable with going digital. Large financial institutions and municipal utility companies have comprehensive systems in place to protect your identity, but nothing is fullproof! The great thing about going digital is that if you do encounter a problem with your account security, you will be able to respond to it more quickly. Which’s often the best defense!

Where to start? Based on your answers to the questions above, pick one or two areas to add to your “digital” workspace.

Getting started with digital organizing:

  • Go to the business website, create an online account and save your username and password in a secure location.
  • Go through a “tutorial” or just click around until you are familiar with the basic layout of the pages. Look for “tabs” or hyperlinks that will help you navigate the different menus and tools.
  • Find your profile and settings. Often they are near one another and settings sometimes look like a little gear wheel. Check your personal information in your profile to be sure it’s all correct.
  • “Go paperless”-this is usually under settings and you can choose all or nothing depending on the company.
  • Check your email and “verify” your account (sometimes you must do this before you can even log in and navigate around).
  • Check your account regularly and download statements or pay bills online. In some cases you can set up a bank account to do this, in other cases (financial institutions) you can link utilities and other bills to be paid to your checking or savings accounts.

Site specific resources are usually available for setting up varius online accounts, such as tutorials or videos. In general, most banks, financial firms, utilities and phone companies have probably sent you “go paperless” inserts in your snail mail. If you have one of those handy, that’s a great place to start! This simple guide to paperless organizing will help you to determine if your ready to go digital. Try setting up a digital account or two to reduce the paper clutter in your home or office. Once you’ve transformed your paper clutter to digital, keep you digital files organized with my helpful guide to creating a digital file structure.

2022-HOPE for what is possible

January 3, 2022 by Heather Filed Under: Creative process, Inspiration & Education, Planning & Goals, Productivity, Uncategorized, Wellness & Mindset Leave a Comment

The beginning of a new year fills me with HOPE for what is possible.

Hope

My word for 2021 was Possibility. In 2021, possibility felt like an opening, and an invitation to release my grip on expectations. There is no failure, there is only what is possible! 

Not everything I envisioned came to be, but I was conscious that I had and have a choice to pursue or release whatever possibilities come across my path. 

Possibilities are limitless.
Possibilities are an invitation.
Possibilities are the seed of the future.

Reflecting on the past DECADE of my practice of selecting a WOTY, here are some of my previous words. I love how they connect and flow into one another.

2011: CLARITY
2012: SOAR
2013: RADIANT
2014: PLAY
2015: CHOICE
2016: HARMONY
2017: ACCEPTANCE
2018: FEARLESS
2019: INTENTION
2020: INTEGRATION
2021: POSSIBILITY

2022: HOPE

Hope is one of the three ethical Christian virtues, along with faith and charity. Although this is not what drew me to the word, my choice for hope is an expansion of the possibilities of 2021. Hope is related to faith, and trust. It may for some, require those qualities, yet it is an expectation.

With hope, I envision something better-I give myself permission to dream again, to invite, to anticipate, to DESIRE.

Word Cloud Created with Thinkmap: https://www.visualthesaurus.com/

Hope is a Promise and an Invitation, an Outlook, and a State of Mind.


I would love to hear your thoughts on the word of the year process (WOTY). Hit reply and let me know your word (s)?

Possibilities-WOTY 2021

December 26, 2021 by Heather Filed Under: Inspiration & Education, Planning & Goals Leave a Comment

Possibility
I love the visual map below of possibility. Possibility feels like an opening, it is an outlook, and I’m able to release my grip on expectations. There is no failure, there is only what is possible!  The future is certainly filled with LOTS of possibilities. Not every single thing will come to be, but as I navigate through what is happening, I have the choice to pursue or release whatever possibilities come across my path. 


Possibilities are limitless.
Possibilities are an invitation.
Possibilities are the seed of the future. 

So many possibilities lie ahead as I lean into my final semester of graduate school and as we emerge from two years of living in the shadow of pandemic impossibilities. I hope to fully embrace what is new, undiscovered, around the corner, and unexpected ahead. 



Reflecting over the past DECADE of this practice, here are some of my previous words and I love how they connect and flow into one another.

2011: CLARITY
2012: SOAR
2013: RADIANT
2014: PLAY
2015: CHOICE
2016: HARMONY
2017: ACCEPTANCE
2018: FEARLESS
2019: INTENTION
2020: INTEGRATION
2021: POSSIBILITY


I would love to hear your thoughts on the word of the year process. Hit reply and let me know your word (s)?

7 Simple Steps to Tidy Your Kitchen

December 2, 2021 by Heather Filed Under: Organize, Organizing Projects, Systems & Techniques

Start the holidays with a Tidy & Clean Kitchen!

This time of year is great to deep clean the kitchen and fridge. Especially after summer and fall trips to the farmers market and before all your holiday cooking, baking, and entertaining. This year, it’s especially important to keep our homes and kitchens cleaner than ever!  Any time is a good time to take a deep dive to tidy your kitchen. I recommend it at least a couple of times a year.

your Cleanest Kitchen

7 easy steps to your most Tidy Kitchen

  • Re-arrange as needed for things that might not be working well in their current spots-I just moved appliance I don’t need further out of the way and made baking items more accessible over the weekend.
  • Purge– including out of date food (toss), things you don’t like (give away) things like plastic cups, containers-missing lids (recycle), and cozies that somehow made their way home from summer festivities.  No thank you Freebies!
  • Tidy and sort food and other items by category. Add containers to corral and labels to identify items as needed. Post purge is the best time to do this!

7 easy steps to your most Clean Kitchen

  • Give everything a sanitizing wipe down including the cabinets, switch plates, counters-moving everything out from the walls, and wiping the backsplash.
  • Clean out appliances such as the microwave, oven, toaster and make note of anything broken or missing that I might want to add to a wish list.Take a quick look through the pantry and make a list of staple items needed for upcoming baking and cooking (sugar, flour, chocolate chips, spices, herbs, etc), this way you can be spontaneous when the urge to get creative in the kitchen strikes!
  • Finally, the Fridge! Remove and wipe everything including contents, the shelves, and drawers. Toss expired food (see gide below). If you can, remove “parts”, clean and scrub the crevices with an old toothbrush and baking soda. Repeat the process for the freezer, defrosting according to your manufacturer instructions if needed. If you have a water filter built in, it’s a great time to check and replace that too.kitchen deep clean

Break each step down over a weekend or a whole week (7 steps-7 days!) depending on the time you have.  As you pull things out, use up leftovers (especially in the freezer) to make room for all the great food you’ll prepare and eat over the holidays.

If you ever question keeping or tossing, HERE is a great list of food expiration. Learn how to read these labels for safety and to prevent waste.  Common sense should prevail. With a “toss it” mentality there are probably lots of things you-should-never-have-bought. These things can be donated if you hate to waste but know you won’t use it.  Use your judgment, and follow your intuition…and FYI-Sugar never expires!kitchen deep clean

Happy pre-holiday cleaning!

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