Paper management Archives

Create a Productive Back-to-School Home Office or Study

August 26, 2024 by Heather Filed Under: Kids & Family Organizing, Organize, Paper management, Productivity, Systems & Techniques, Tips & Resources 2 Comments

Creating and keeping a productive Back-to-School home office or study area is hard when you’re tight on space. When papers are everywhere, you can never find something when needed, and the piles on your desk can be exasperating and overwhelming! Below, I’ve outlined seven steps to maximizing space in your home office or study area for a productive Back-to-School season.

Create a productive Back-to-School season in seven easy steps

1. Assess Your Space

Before rearranging furniture or buying new items, take a step back and assess your current space. The most common mistake people make when they try to get organized is running to the store and buying all the cute containers and systems before sorting through things. (That’s understandable because we see it everywhere these days!)

First, identify what’s essential and what’s not. You’ll need to sort through everything that’s in the space already. This might involve going through your books, papers, and office supplies to determine what you actually use and need.

2. Declutter

Decluttering is a crucial step in maximizing space. As you sort through each pile, stack of paper, or box of clutter, use boxes or bags to create categories like trash, recycle, keep, and donate.

I recommend eliminating as much paper as you can. With more and more online information, we no longer need as much paper as we used to. Be sure to shred anything with sensitive information.

The bottom line? Remove items that no longer serve a purpose or can be stored elsewhere.

~ Expert Tip ~ Stay Focused!
It’s easy to get off track when you come across things that belong elsewhere in your home. Instead of walking around and getting distracted in other rooms, keep a box nearby labeled “Elsewhere” or “Other Rooms” and place things that don’t belong inside. This helps you remember to take care of it later but keeps you focused on the space.

3. Consider Your Preferences

Do you like everything tucked away and streamlined? Or do you need to see certain things for fear of “out of sight, out of mind” problems?

It’s important to consider how you operate before you set up any space. There’s no ONE way to organize! (Darn, right?!)

What works for one person might be the wrong approach for another, so you must consider what works best for you and your habits.

4. Create Zones

Whether you have an entire room or a small corner to work with, it’s important to create zones in your space.

Room Zones

If your home office or study area serves multiple purposes, such as working, studying, and relaxing, it is important to create distinct zones for each activity. This helps your brain transition between tasks and makes the space more functional. You can use rugs, furniture, or dividers to create different spaces in the room.

Category Zones

Within your workspace, you’ll need detailed categories depending on your needs. Think in categories like:

Office Supplies
Craft or Art Supplies
Active/To Do Papers or Activities
Archive Information (Documents to file or reference. Remember, only keep what you’ll use!)
Reference Information

Once you’ve established your zones, you can use containers to keep them within their categories.

A quick note about paper!

Paper management organization is a huge topic about which I’ve written multiple blog posts; you can find them here. After you’ve recycled or shredded what you can, set up a simple filing system—label categories based on how you would look for items when needed.

5. Use Your Space Efficiently

Sometimes, seeing what is missing in one’s home is difficult, but I often see underutilized space when working with clients.

Hanging shelves on walls, installing furniture that stores things efficiently, and hanging lights from above are just a few ways to save space if you’re working with a small area.

6. Consider Environmental Factors

It’s also important to consider environmental factors that impact your productivity.

How is the lighting? Does your space have any natural light? Could you move your desk closer to a window?
How is the airflow and air quality in your space? Do you need a fan, space heater, or air purifier?
Does the space represent you? Consider adding plants, candles, or decor to help you feel at ease in the space.

7. Maintain Organization, Tips for Staying Organized:

Once you’ve maximized your space, maintaining the work you’ve done is just as important. A clutter-free workspace feels great and improves productivity!

Daily Tidy-Up: Spend a few minutes tidying up your space at the end of each day. This prevents clutter from accumulating and prepares your space for the next day.
Use Containers: Drawer dividers, file organizers, and cable management solutions can help keep everything in its place. Labeling items also makes it easier to find what you need quickly.
Regularly Reassess: Every few months, take some time to reassess your space. As your needs change, so might your setup. Don’t be afraid to rearrange or reconfigure your space!

For more ideas and support for back-to-school organizing, you can find additional posts about tidying up for back-to-school and meal prep here.

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Creating a productive Back-to-School season is a all about maximizing space in your home office or study area and making intentional choices that work for YOU.

By decluttering, creating zones, and using your space efficiently, you can make a space that supports your work or studies and inspires and motivates you. Good luck!

If you’re short on time and need help getting organized, contact me to learn how it works.

Until next time, Happy Organizing!

Simple paper sorting

January 9, 2023 by Heather Filed Under: Organize, Paper management, Productivity, Systems & Techniques, Tips & Resources 1 Comment

Is your desktop often covered in piles of paper? After the holiday hiatus, many people return to work with new enthusiasm, but possibly also to a desktop covered in papers and projects that have been lingering. In another post, we identified three steps to get paper piles under control, but today, my focus is on helping you create a simple paper sorting system to get your desktop clutter under control! If you missed that post, please go back and spend about 30 min’s preparing for these next steps.

Here is how we will create a simple and successful paper sorting system.

First, we will identify what overwhelms us about paper piles (the how or why things are feeling out of control). In accounting for our mental state, it might be helpful to journal about what comes up for you! Next, we list the categories of files and papers we need to keep. Finally, we create a working space or staging area to spread our supplies and create a new system.

Many people suggest the first step to paper sorting is to gather all your papers in one place. I don’t start with this because I believe before we dive into paper sorting, we need to identify how we got here and where we want to be! I’ve written about setting intentions in several past posts. and I believe this is one of the most important steps to creating lasting changes. This step can be easy to overlook and seem unimportant, but it can make all the difference.

Setting our intention is a valuable part of creating successful and lasting change.

After we identify what is holding us back and intend to change things, we are ready to gather all our papers in our work area. This might be just your desktop to start with (baby steps are BIG steps).

Before you begin, consider how you want to organize your newly sorted papers. In a prior post, I go through several filing systems, including the Tickler, binders, and color coding. Before you commit to one filing system, take a look at some alternatives. This paper sorting process will work for any type of filing system! It also helps to think about how you store your digital files, mirroring systems can save you time when retrieving (or trying to remember) things.

*A quick note about shredding and sensitive papers. If you have a lot of papers to process at once, hold off on shredding and put papers to be shredded into a LABELED bag or box. If a piece of paper only has your name and address, you might want one of these excellent ID Blocker stamps to mark out your info and recycle it.

With all your supplies and your staging area set up, let’s begin sorting!

Gathering papers is like a treasure hunt. Don’t forget to look in the kitchen, bedroom (nightstand drawers or surfaces), dining room, office or den, and car!
Before sorting stacks (files or bags) into categories, list the categories you know you need. Your categories might be different than mine. The most important thing is to create a system that is easy to remember. Common filing mistakes I see are overly complicated or very vague systems. See this post to review your categories.
With your list of categories nearby, put each of your categories on a sticky note. If you come across a category you don’t have, just add another sticky note! If you come across papers and are unsure if they need a separate category, set them into an “undecided” area to review later. Don’t forget an “Action or To-Do” category and a “Delegate or refer to someone else” category if those will be helpful.
Pick up your first stack and sort it into recycle, shred, or one of your categories. If you have a lot of categories, set up hanging folders in an empty box or file drawer. I prefer to start with a blank slate and sort everything into a new filing system.

Sort for a set amount of time, and use time-blocking and an alarm. Remember to take breaks every 30-60 mins. Though I can’t advise on what specific papers you need to keep, a helpful retention guide is available on the IRS website. For anything related to taxes and finances, check with your accountant.

Consider going digital for information you can access online. If you’re not comfortable but want to try it out, pick one category like “Utilities” and convert each account to paperless and see how that goes! If you like it, convert additional categories, such as banking, investments, and insurance.

Once you’re through sorting paper piles, don’t forget to label your categories. You can get fancy with printed labels, use erasable labels, or just a sharpie. If your new files don’t fit into your existing drawers, you may want to set up additional file boxes for items you don’t need regularly (such as tax or other archive papers). There are some downright gorgeous file cabinets in various styles; check out my previous round-up here. Now that you have a fantastic system in place, maintain it daily or weekly so you don’t end up with a backload of piles again!

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.

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.

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.

I read books on my kindle or another electronic reader.
More of my shopping is done online than in stores.
I access account like my banks, utilities and others I use frequently.
Paperwork is piling up everywhere!
My calendar is digital (on my phone, computer or both).
I check my emails regularly (more than once a day).
I’m on social media like Facebook, Twitter etc.
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?

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.

Essential Documents for Everyone

August 19, 2021 by Heather Filed Under: Organize, Paper management, Productivity, Systems & Techniques, Tips & Resources 2 Comments

Being prepared for the unexpected means having essential documents (and copies of them) in order and easy to find. Some people call these their Vital Documents. Whatever you call them they are really important! I recently learned that 98% of all South Carolina residents have no will! If that’s your situation and you don’t know where to start, let me know and I can guide you in the right direction!

Absolutely Essential Documents-The Short List

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