Creatively Organized Spaces
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!
A couple weeks ago, we identified three steps to get paper piles under control, this week we will create a simple paper sorting system! If you missed that post, please go back and spend about 30 min’s preparing for these next steps. To recap, we start by identifying what overwhelms us about paper piles and how or why things are so out of control. This is a mental step but feel free to journal about it if that helps! Next, we list the categories of files and papers we need to keep. Finally we create a working space or staging area where we can spread out with our supplies gathered.
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. This step can be easy to overlook and seem like it’s unimportant, but it can make all the difference in creating lasting change.
Now, we are ready to gather all our papers to our working area. If you have a lot of papers in an existing office, it might make sense to start in that area. Gather everything to a table or desk where you can go through your stacks (or files or bags) and begin paper sorting into categories. In a prior post, I go through several kinds of 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!
*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 great ID Blocker stamps so you can mark out your info and recycle.
Continue the paper sorting process for a set amount of time, taking breaks every 30-60 min’s. If you’re unsure about items, set them into an “undecided” area to look back through later. Though I can’t advise on what specific papers you will need to keep, a helpful retention guide is available on the IRS website. For anything related to taxes and finances, you may also want to check with your accountant.
Going digital might be a consideration for information you can access online. If you’re not comfortable but want to try it out, pick one category like “Utilities” and begin to convert each account to paperless and see how that goes! If you like it, consider other categories such as banking, investments and insurance.
Once your through the paper piles, that’s it! The only thing left to do is label your final categories and make sure your files are in the drawers, binders or the file box you want to keep them in. There are some downright gorgeous file cabinets in a variety of styles, check out my previous round up here. Now that you have an awesome system in place, maintain it daily or weekly so you don’t end up with a backload of piles ever again!
Does paperwork pile up around you at home and in the office? Piles of Paper everywhere and no system in sight…unopened mail, junk mail littering all your horizontal surfaces. There can be so many reasons that paperwork piles up but getting through your paper piles can be either overwhelming or totally rewarding! Today I share the first easy step you can take to Purge the Paper Piles in your home or office.
A lot of organizers recommend gathering everything together first, but we are going to do this a little differently. Before you gather all the Piles of Paperwork it can be helpful to identify why and how you got to your current state of overwhelm. I don’t have all those answers for your situation but I can make some educated guesses based upon my observations with clients, friends and family.
We all have our breaking points and for some of us there are more urgent things in life than dealing with a paper piles that seem so unimportant! We push them aside, figure we will have time later and we make a lot of excuses for not getting around to it, day after day, week after week and sometimes for years. When you get to this point, it’s certainly easy to understand why we are overwhelmed and don’t where to begin.
What do I mean? Instead of feeling like you need to go back through everything in the past to get started, start where you are. In my experience if you lost every single piece of paper in your house in a fire or other tragedy, there is very little paperwork that can’t be replaced. I’m not saying it’s something you want to happen just that so much of what we need to keep can be replaced with a few phone calls and emails.
First (before gathering everything in your home/office), sit down and open only your most current paper pile of mail, receipts etc (today or this week’s). Think about what you have coming in. What categories do they fit in? Here are some general and sub categories.
Next, list of YOUR categories, don’t think about what you had in the past or what you “think you should have”…just start simple. As you go through what you have, consider going paperless with utilities and bank statements or anything you can easily access online. You may still need one general category for all utilities (to keep track of account numbers etc). By simplifying your incoming mail and what needs to be filed you will create a system that’s easier to maintain.
Before you get into purging past piles of paperwork, create a “Staging” area for this project and gather your supplies:
The next step, pick up and sort through a pile to see how it fits into this 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.
*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.
Creating Intentional SPACE is something that most Professional Organizers do regularly with their clients. Many of us use the SPACE system or something similar when helping clients with the organizing process. This system and the acronym was created by Professional Organizer and Author Julie Morgenstern and it’s a tried and true system that I follow with all my client organizing projects. I’m happy to share how what the acronym stands for below because I find it can be useful in understanding the steps and process that can help lead to a more organized and intentional SPACE.
Sort-This begins by gathering everything in one category together. By doing this you know what ALL you have and can move on to the next step.
Purge-Only when you know what you have can you start to make decisions about what to keep. Purging is really DECIDING what is needed or if you can get rid of it (donate, recycle, trash).
Assign-Now that you have decided what to keep, give it a home.
Contain-You know what you’ve got and where it will live, what would make keeping things in order easier? Do you need containers? Take measurements, make labels…commit these items to live in this space.
Equalize-What this really means is Evaluate…after living with your newly organized system, take the time after a week, a month and beyond to make adjustments as needed. This means setting an intention to maintain the system (and from time to time going back through the SPACE process).
Before you even begin this process, I believe it’s equally important and valuable to set your intention (my WORD for 2019) or reason/goal for the space! Most of us have heard the statement: nature abhors a vacuum (horror vacui) by Greek physicist-philosopher Parmenides that a void or vacuum, in nature, cannot exist, so be careful what you create, or what you leave open…which can quickly get filled with clutter (in your mind and your physical space).
Once you decide, set your intention and go through the SPACE process of implementing this system, use it to support your effort to succeed in maintaining as well! Organizing isn’t a one and done process but it is a Process that’s worth investing in and worth maintaining. How’s your SPACE? Will it be filled by something of your choosing or with clutter? Need help going through this process? Please fill out the “Help me Get Organized” form.
Schedule time for yourself for an end-of-year review and year-ahead planning in the last weeks of the year.
Where I’m headed is a direct result of the ideas, goals, intentions and planning I create space for in my life.
I’ve come to love a few tools that I use over and over routinely and have included them here. I’ve also come across some new tools! Planning begins for me by selecting a planner. I went back to paper a few years ago and have used quite a few planners over the years, including the Franklin Covey system, Filofax, Danielle La Port, and more!
With a desire to keep it simple but not go all out Bullet Journal, I use a Moleskin planner and customize it with categories and intentions, goals, tasks, and events on a daily/weekly basis. I already have a regular habit of Journaling so I get a lot of ideas out and on paper during that process and can move more concrete ideas to my planner. This works for me, I’m always re-evaluating and making small adjustments but overall, I’m happy with this and can easily go back through my year to see my accomplishments. If you’re still searching for some great planning tools, the first few below are tools I’ve personally used and love! The last couple are new additions this year but I deeply trust the sources and can therefore recommend them both with full confidence you will find them helpful!
How do you plan for the year ahead and reflect on your accomplishments? I’d love to hear your favorite tools and routines in the comments below! I know there are a lot of options out there so I’m only sharing what I know, trust, and have seen results from:) Happy, almost, 2020!
