Tips & Resources Archives

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.

There SHOULD BE no judgment about organizing

November 4, 2021 by Heather Filed Under: Inspiration & Education, Organize, Tips & Resources, Wellness & Mindset Leave a Comment

There should be no judgment about organizing. Unfortunately, there are a lot of very distinct ideas and stigmas about what it means to be organized. When I tell people I’m an organizer it prompts many conversation and comments like, “I’m totally organized, I love to organize, it’s in my nature” or “I NEED YOU”, or “really, you like peoples closets?” Yes, to all of that. Then there are those who shy away from saying anything. Their quiet hesitance leads me to think they feel less than organized or feel others might judge them (or maybe the subject just BORES them:).

It makes me sad when people feel ashamed about being or not being organized; there should be no judgment about organizing.

A space like the one above might make us feel ashamed but sometimes, this happens and it’s okay!

When I start working with someone new, I asess their organizing style and needs through both conversations and a tour of their spaces. An asessment includes alot of questions about how we learn our organizing habits and how we feel about being organized (or not). I never want someone to feel they are being judged for how they organize their life!

Wouldn’t you hate someone coming into your home and telling you that how you’re doing something is WRONG?

I work with many clients who are chronically disorganized. It’s a real thing, and it’s not a judgment. There’s a non-profit dedicated to better understand how different people think about organizing! ICD does a great job of dispelling myths about disorganization through both education and research.

How did you learn to organize? Did someone teach you and if so, how (through words or actions)? Most of the time, we pick up habits around organzing and they are neither intentional or necessarily the best way for us to organize. That’s exactly why we need to go easy on ourselves, and others when it comes to how we organize.

There is no RIGHT or WRONG, there are just differences! There should be no judgment. I feel nothing but compassion for anyone who wants to learn new organizing skills. This can be through a combination of hands-on, one-on-one training with an organizer, reading books, watching video’s etc., it’s all good!

Your home or business doesn’t have to look like a magazine to be functionally organized for you! We all get messy, clothes pile up, kitchen counters get cluttered (my kitchen is tiny and this can’t be avoided) and tables and surfaces are rarely bare.

Being messy isn’t the same as being disorganized.

If you know where things go and are able to maintain, than organization isn’t too far away.

The example above is better. It migh not be perfect but it’s functional with room to breath, space to find things & work. It’s all about how you feel in the space.

Once you have successful systems in place, it’s not too difficult to keep things in order. If you’re looking for help in creating systems because what your doing is a good fit, or you don’t think you ever learned how to be organized… please send me an email and lets talk. Even if we don’t work together, you will learn something helpful and I promise, there will be no judgment about organizing, I promise.

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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

[Read more…]

Do I need a Home Inventory?

August 9, 2021 by Heather Filed Under: Estate Planning, Kids & Family Organizing, Organize, Organizing Projects, Planning & Goals, Systems & Techniques, Tips & Resources, Uncategorized Leave a Comment

Do you have a disaster and or legacy plan? Wondering if you really need a home inventory? Whether you have one started or have nothing at all read on to learn why you need a home inventory and how to protect your personal property.

Almost all of us need a home inventory, whether we rent or own our homes or businesses. If you have insurance, you need an inventory to prove replacement value. If you are leaving things to family, donation, etc, you also may need an inventory.

Sadly, many people think that because they have insurance, they don’t need to worry about a home inventory. Unfortunately, that’s not true. Insurance doesn’t guarantee you will get replacement value for your property. There are so many irreplaceable things, and all the little stuff really adds up. Having a home inventory will save you a huge potential headache, hours, or worse; pocket expenses lost down the drain. When trying to dig your way out of a disaster, or your family is grieving and trying to determine the value of your estate, this can add stress to an already hard situation. When I became a professional organizer, I learned all about the different home inventory systems and tools available. I also helped clients with creating inventory systems both before and after disasters, mostly flooding and some theft. Trust me when I say you don’t want to inventory your stuff after it’s been damaged or try to remember what’s missing! It’s not the insurance company’s responsibility (or your family’s) to know the value of your personal belongings, (and it’s not in their interest to help you with this). If you can’t prove you owned it (meaning tracking down receipts or charges, photos or other documentation), you may lose altogether.

What needs to be inventoried? The quick answer is everything! You are probably thinking this will take ages, and depending on how much detail you want to include, it could be a significant undertaking but really not so bad if you take it step-by-step and room-by-room.

Without an inventory, you could end up with a mess and thousands of dollars in lost assets! In the case of estate planning, your family may be left trying to figure out what is what. Don’t get stuck sorting toilet plungers from kitchen utensils, holiday decor, and more. Document the items in your home, including valuables and everyday items. This inventory should be updated every 2-5 years depending on your circumstances.

I’ve worked extensively on creating inventory for insurance claims and estates. Here’s what you need to know. Photos and videos are your friends! Spreadsheets are super helpful and may prevent you from having to fill out additional information in the event of an insurance claim. But there are other systems out there that are super helpful and can do more for you than just a home inventory.

As the well-known Sheryl Sandberg quote goes, “Done is better than perfect.” So true in the case of an inventory! Just having photos is better than nothing!

A home inventory Checklist can help you to understand what information will be most valuable in the case of an insurance claim. Most insurance companies would like to have the following. The more info you can provide, the more accurate your claim and reimbursement will be. Remember, the more complicated your assets and estate, the more details you will need.

It may not be necessary to have all the information below. Suppose you’re in a disaster situation and realize you don’t have anything. In that case, the short answer is to photograph every wall of every room, even opening cabinets and closets, and take photos of contents by shelf. Take notes on contents to help jog your memory, noting location and a general description. Photograph anything specifically valuable in each room. These photos and notes will prove invaluable if you have to evacuate quickly and lose the property.

Remember, “Done is better than perfect!” What follows is a more detailed guide of what your insurance company might request. Not having all of this does not mean you will not get reimbursed. The more you can provide, the quicker and more smoothly things will move along.

List items by room- This will help qualify content damage when structural damage has been done.
Include a basic description
Make/Model
Serial or ID number
Quantity
Assign value (replacement value will be paid based on current market value-ex. electronics that may have cost you $500 might be replaceable for $200 today)
Date purchased
Receipt if available
Reference photo’s

Home Zada is one of the most comprehensive home management tools out there and does everything from home maintenance reminders to home inventory. If you’re on the serious side of protecting your valuable assets, I can’t recommend a better way to manage it all in one place! This is a cloud-based option so you won’t lose it if you lose your computer!

Another great comprehensive but inexpensive system is Liberty Street Home Manage software (also cloud-based). It’s under $40 and allows you to enter all the important documentation and photos for all your assets (at multiple locations).

Several insurance companies have their systems, so ask your insurance agent what they offer! It will probably be free and give them everything needed if you ever have to make a claim.

Home Contents is a UK Based app that makes home inventory a snap with your digital camera in-phone. And finally, in the app department, My Stuff has several free and paid options with great features for adding items to folders, tagging, etc for easier sorting and organizing.

If you prefer to stick with a spreadsheet-style inventory, just do a quick search for Home Inventory Checklist to find quite a few good options for free. Most of these templates you can download and use on your computer/device.

Spreadsheet systems (I’ve used comprehensively with insurance agents to recover contents lost) can be clunky, and it’s difficult to see photos of items with their descriptions quickly. Another drawback is that unless you back up your computer or device, you risk losing your inventory (photos and checklist) and your contents in case of a disaster!

If a home inventory for disaster or estate planning is something you want help setting up, let me know, and I’d be glad to assist!

No matter what system you choose, I hope you make a plan, schedule it on your calendar, and start your home inventory today!

Essential College Organizing (for in-person & online learning)

August 22, 2020 by Heather Filed Under: Kids & Family Organizing, Organize, Productivity, Systems & Techniques, Tips & Resources 1 Comment

This year, in particular, transitioning to or back to college might feel particularly overwhelming for both in-person and online classes. There is a lot that has changed over the past year but keeping organized is a strategy that will help improve study skills, lifestyle habits, and time management. These skills become more important the more we have at stake and college is a time where we are asked to juggle building new relationships, living independently or with new extended families, and building knowledge. Any of these on their own is a considerable undertaking, so approaching this transition should be undertaken with a good dose of strategy, support from people who care about you and want to see you succeed and a large heaping of self-care. If you’re feeling overwhelmed already, break it down into smaller manageable tasks and be mindful of your emotions! It’s a big change in the midst of an already crazy world, so don’t dismiss how you feel!

The intention of this post is to share some helpful strategies for getting and staying organized for both new and returning students. Some of you may have eagerly planned, shopped and packed over the summer and are settling in or getting ready to. There are still lots of folks preparing for the new school year, either in dorms or online. No matter where you are taking classes (in person, online), these Essential Organizing tips will help you get a handle on planning for and transitioning into this experience!

Productivity, Routines, and Schedules

By now you should probably have the school year calendar and have a target date for the start of classes and moving to campus. The following categories as they relate to routines and schedules can help make this a more mindful transition for life schedules and productivity.

Transportation-Will a car be available or will is it going to be transportation by bus or college shuttle? Is there a metro or other public transportation in their new city? Be sure to understand the best method of transportation and if cars are allowed on campus (not the case for many freshmen). Work out travel transportation arrangements ahead of time for upcoming school drop off, pick up and holidays (through the end of the year). This might include airfare so book ahead and know the rules and download any useful local apps for mass transit.
Planner or Calendar-Decide how to keep track of calendars so that everything needed is in one place, based on what works. Use either a digital or paper planner (there is a big trend to return to paper!) to keep track of important dates, orientation, move in, class schedule (and locations on campus), appointments, projects, finals, and holidays. Consider something like a whiteboard (in the dorm/room) to track schedules while adjusting to this new way of life. If possible, do this ahead of time before heading off to school where the tendency will be to get caught up in the excitement of new campus life! Planners are only helpful if they are with you so keep it where it’s needed (in a backpack or purse etc).
Activities, sports, and clubs (most will be transitioned to online or postponed this fall)-If your college planning to get involved in sports, clubs etc…get these activities booked on your master calendar along with the school schedule and decide on any necessary transportation. Cross-reference these activities with the school schedule and keep it all in one place. It’s great to get involved, but be sure there’s a sense of balance between schoolwork, activities, and “play” or free time to be with friends, socialize, relax, etc.
Productivity, routines, and study time– Think and Talk about to-do lists and schedule planning (daily, weekly, or monthly) to stay on top of important tasks, projects, classes, and dates. Consider what routines and systems have worked in the past and set up systems for successful and focused study time. This will be different from situation to situation but consistency is key, especially simple things like waking up at the same time daily, making your bed, weekly shopping & laundry, etc. When it comes to studying if you are easily distracted by other people being around, have a plan to seek out a quiet place on campus or at home (dorm or with family) that will enable successful focus. Create a few simple rules and rituals, like picking up daily (5 mins/day), keeping your desk clean, empty/repack your bag daily so you have what you need ready the next day. Have a plan for note-taking, setting up binders and folders by class (color code, etc), or other systems that have been successful. Find a routine for self-discipline, this means getting 6-8hrs of sleep a night, eating regularly, taking necessary medications, self-regulating screen time (games, apps, etc), and generally acting like an adult! All the freedom is fun but when things spiral out of control have a plan to get back on track. Most of us thrive with routines and it’s even more important in transitions to implement them for our own success:)

Supplies and Shopping

This is always a big part of school preparation. If you need to order equipment, uniforms, supplies, books, etc you may already be in the process of doing so. If your state (or the one the college is in) has a Tax Free Weekend (usually in August), plan accordingly so you can make major purchases over that weekend.

Supplies-Create a master list based upon all the supplies needed. “Shop” your house first, gathering anything on the list into one container (box or bag).
Budget-set a limit (realistic) on what you can and will spend so you don’t get sucked into extras.
Categorize-Break the shopping items into categories (see below). E.X. categories might include books, school/desk supplies, clothing, dorm room, meals, electronics, etc.
Shopping-Do a little preliminary research online and either make the purchases online or decide where you will go for what.

A-Z Dorm Essentials for Cleaning and Organizing

These are great resources to have on hand and will be helpful for a variety of uses in the dorm. I’ve created an Amazon Shopping list with suggested items here.

Backpack or bag
Bedside Caddy
Bed Risers (optional)
Hooks (a variety of sizes & types including command & over the door)
Hangers (check to see if you need to bring them but probably!)
Labels (a label maker or write on labels)
Laundry supplies (basket/bag, detergent)
Over the door or under bed shoe organizer
Overnight bag
Permanent markers
Poster Putty for hanging decorative things on the walls
Power Strip-surge protector
Small rolling Cart (with shelves or drawers)
Shelf &/or drawer dividers/organizers (assorted sizes)
Toiletry or shower caddy
Trash & recycling bins/bags (so many people don’t have them!)
Under-bed storage bins (will fit with bed risers-wait if you don’t know)
Zip bags in assorted sizes
Zip ties (assorted sizes for cables, hanging items, etc)

ABC’s of Dorm Packing Essentials

There are a ton of great resources and lists over on Pinterest, so I won’t recreate them but here are general packing categories. It’s best to wait on things like a mini-fridge, microwave, dishes (other than a cup/mug, plate and one set of silverware), Iron/Board (unless fashion is your thing!), vacuum (maybe a dustbuster and mini broom), TV and Printer. These are all things that others or the school will have. Besides, you might not need it at all or you can get them later.

Bathroom-Toiletries
Cleaning Supplies (lots of extra or a plan to get more as needed)
Clothing
Cooking & Dining Supplies
Desk Supplies
Dorm Room
Food
First Aid Kit
Electronics
Furniture & Decorations
Medications (Supplements, cold & Rx)
Personal Items
School Supplies
Sports Equipment

This is a lot of info in one place! I hope these Off to College Essential Organizing Tips will help prepare for schedule and lifestyle changes, supplies, and shopping, and finally packing before this next adventure begins!