Paper management Archives

Successful paper sorting

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

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.

[bctt tweet=”Setting our intention is a valuable part of creating successful and lasting change. ” username=”hkpowerstudio”]

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.

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

Gathering papers is like a treasure hunt, you probably have papers hanging around over the place. Don’t forget to look in the kitchen, bedroom (nightstand drawers or surfaces), dining room, office or den and your car!
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! We will review later. Don’t forget an “Action or To-Do” category and a “Delegate or refer to someone else” category. Common filing mistakes I see are overly complicated or very vague systems. See this post to review your categories.
Pick up your first stack and begin to sort into recycle, shred or one of your categories. If you have a lot of categories it can help to set up hanging folders in an empty box or file drawer. I prefer to start with a blank slate and work through old systems and stacks, sorting into the newly created system.

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!

Piles of Paper and no system in sight?

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

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.

Piles of Paper can feel beyond our control but it doesn’t have to be this way!

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.

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 may not have been a good fit for you, not everyone works well with the same system.
You never learned how to create or maintain a paperwork system, it’s certainly not taught in school (in most cases)!

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.

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

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.

Household-Utilities, finances, 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

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.

Simple systems work best, over-organized systems are cumbersome to maintain.

Before you get into purging past piles of paperwork, create a “Staging” area for this project and gather your supplies:

A file box or two depending on how much you have. I prefer the 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…just don’t run out and buy them unless you need to.
Hanging folders are optional but they do make the job easier (used is fine).
Sticky notes for labeling categories, these will be temporary
Pens or pencils (pencils for starting, sharpies or labels for permanent labels)
Labels or a Label maker if you have one

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

by Filed Under: Organizing Projects, Paper management, Systems & Techniques 1 Comment

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.

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Year-Ahead Planning Resources

by Filed Under: Organize, Paper management, Tips & Resources, Uncategorized 2 Comments

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!

Susannah Conway guides us to reflect on your year in Photo’s (on Instagram) with December daily prompts—->>>Here and she has a beautiful tool called “Unravel your year”
The word of the year is a process that both Christine Kane and Susannah Conway (as well as others) share tools for discovering. I’ll be revealing mine soon, but 2019 has been guided by Intuition. I’ve been discovering how to hone my intuition through an exploration of the senses this year!
Ali Edwards has some beautiful tools for her One Little Word discovery and a year-long creative exploration you can join as well. She’s one of the first people I discovered the word of the year with!
Check out this free toolkit from Do What You Love
Moleskine Planners are my favorite and though I’ve tried digital planners and other newer planners, I just keep going back to this great staple that can be used in a variety of ways, comes in lovely colors and several sizes, and layouts.
Danielle Laporte offers her free Soulful Habit Tracker she also sells a gorgeous planner and other great tools and inspiration for planning, I’m a long time reader and fan of Danielle’s!
Vision boards! This is such a fun project/tool for creating a visionary map of what you want to create in your new year. It’s a practice I began about 7 years ago and I’ve continued to make them and teach them almost every year!

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!

Your clutter action plan

by Filed Under: Organize, Paper management, Systems & Techniques, Tips & Resources

What areas of Clutter overwhelm you? It’s important to identify where you get stuck and understand why. This clutter action plan will help you establish order and bring clutter under control. If you’re not clear on this, check out my post on the muddy water metaphor to help you identify with the feelings behind your clutter…then hop back over here or jump in now!

Start with the least cluttered category. Whatever category on your list above feels easiest – small stuff or big stuff (clear a big space)-start easy! By starting with easier items we gain compelling momentum! You will move on to bigger challenges once you’ve made progress in easier areas.

Decide before you begin. Start with a category of items (my preference), ex. all books, all kids clothes, all papers, all kitchen stuff or work by location (one closet at a time etc). There are advantages to each. When working by category you need to gather everything in one place and when working by location you may have to go back to locate things that belong in other categories. Decide before you begin.

Schedule it. Block out distractions and give yourself a deadline (a day a week etc). Set aside the time you think this will take. Estimate it and give yourself a bit of extra but set a limit. If appropriate, schedule a donation pick up, this will motivate you to get it done by the time they come for the pick up!
Gather supplies. Such as bags, boxes, sorters, a label maker/labels, rubber bands, paperclips, a shredder etc and make sure these items are handy if not right by your side).
Create a work zone. This will serve for the duration of your clutter clearing project. Ideally you can leave things (supplies, unsorted stuff, donation stuff) in this location till you are done! Even better if you can close the door on them between sessions if you can’t complete everything at once (a day, a weekend etc).
Make it fun! Put on some great music, light a candle, some incense…whatever will put you in a happy place.
Sort it. Start with trash, toss items if they are broken, don’t bring joy or are otherwise not functional. Make a maybe pile if you aren’t sure. Start with what’s easiest, if you think it’s useful but don’t need it, donate it to your charity of choice! It helps to know your things will be loved and used by others-share your abundance!
Categorize it. (seasonal, where you use it, how often etc). This is where you begin to see your organizing systems emerge. What do you need based on what you have?
Contain it. If you can’t do this all at once the create an area to work through un-categorized items until you’ve finished every last item. It can help to work through one category at a time. Don’t stop till you’ve returned things to their homes (old or new), tossed the trash and donations are out the door.
Reward yourself and Repeat. For each category or location take the steps above to complete the action plan and reward yourself with something small (flowers, a meal out etc).

When you have cleared all of your clutter, you can be of greater service to those around you.

-Michael B. Kitson