COVID-19 Emergency Preparedness for Your Papers, Passwords and More

emergency preparedness for papers and more

 

 

Emergency preparedness goes beyond organizing your stuff. It starts with a will, durable power of attorney and legal documents and moves to online passwords and your digital life.  We all have important documents that we need access to during our lifetime and that our loved ones might need access to in the future. With the time we have, it’s a great time to organize these papers and more.

 

Tools to get organized

In an emergency, the last thing that should be an obstacle is locating paperwork. We need easy access to health insurance details, medical information, and advance directives. Estate plans, financial and insurance information, property and business interests should be documented and organized. Your digital life and passwords are also key to ensuring that information can easily be accessed.

Clients have often asked me how to do this and what is easiest to accomplish what seems like an overwhelming accumulation of data.  There is a comprehensive system called My Life Packet (www.mylifepacket.com.) It is an organizational tool that walks you through what you need to collect, record, and share. (Note I have no financial gain from sharing this tool.)

In My Life Packet,  you can pace yourself to consolidate the documents you need.  By taking inventory of what documents you have and where they are located can save everyone time, money, and stress. It is about peace of mind to have all these documents ready.

 

Time to get organized

Like all projects, take a big picture on organizing your important papers.

  • What do you want the end to look like? Is this an electronic document or a binder with papers?
  • What do already have accumulated?
  • Can you spend an hour at a time assembling these documents?
  • Who else in your family will you share this?

 

Time to share your documents

Documents like these are a gift to yourself and your family.  Take this project on,  like all big projects, as a way to share important conversations. According to Real Simple, there are 4 important family meetings all families need. These include the “Senior Summit” to discuss life documents, care and more. Having a Senior Summit is for all ages, not just seniors.  It’s not a one and done conversation in that as decisions can change and be updated.  Set a date as a deadline to start your first conversation.

 

Here is a basic list of what you will be needing to get started.

 

COVID-19 Why your Family Meeting Matters Now More than Ever

covid-19 family meetings

 

Family together has taken on a whole new meaning.   Families are together 24/7 with home schooling and work at home.  How does that impact family communication? Is a family meeting necessary if we are all together all the time?  What’s important to share at a family meeting?  Using your Family Meeting to connect and communicate remains an important resource during this time.

 

Family Meeting Basics

Family meetings are a part of great communication. Meeting once a week gets everyone on the same page with calendars, family activities and ongoing family planning. It’s also a great way to discuss important topics like your family values.  In this time, there are many responsibilities being communicated that are new and different. Home schooling with learning menus and Zoom calls are new additions to family life.  Your family calendar can look busy even with most activities canceled.

  •  Keep your calendaring going for you and your kids. Add dates and information ongoing each every day.  Your Family Meeting is where you can capture more information weekly.
  • Plan some family work parties and family fun! Have each person make a list of things they want to do (board games, tell stories, watch movie) and things that could be done (clean house, organize closet, wipe baseboards and doors). Prioritize the list, assign dates and voila! Both responsibilities and fun happen.
  • Be sure you meet regularly to keep momentum and information flowing.

 

Family Meeting Tricks and Tips

Like all meetings, there are some small tricks and tips that help.

  • Keep it short. Boredom sets in quickly.  If you see distractions coming up, walk and talk.
  • Get buy in.  Buy in can come from many different strategies. Always serve a snack. Everyone loves to eat!
  • Have an agenda. Be consistent in your agenda.
    • Update calendars
    • Talk about an upcoming event or discuss a family value
    • Set time for next meeting
    • Have fun

 

Family meeting visual aids and reminders

Now let’s share what we know with each other to keep up to date all the time.

Dry erase boards are the most popular way to share Family Meetings agendas. You can pair two calendar dry erase boards and a blank dry erase as a complete command center for your family.

Family Dry Erase Calendar Wayfair

dry erase calendars

Family Dry Erase Calendar The Container Store

 

Family Dry Erase Board Blank Wayfair

 

 

Smead justik dry erase

Smead justik dry erase

 

 

 

 

If your calendar is digital, you can share the calendar on your devices for everyone to view.

Google calendar printed for Family View. Post in a common space.

Each of us has our favorite reminder app on your devices. Set these to maximize the actions you determined at your meeting.  You can include multiple family members with some reminder apps too.

 

 

Your family meeting is the time to support and nurture your family. Bring out the best in each of your family members by addressing concerns, sharing important information. and being available together.  At the most anxious of times, setting aside a specific time to address routines and new information makes a difference for everyone in your family.

 

Search COVID-19 for all my Professional-Organizer.com posts on my blog.

ADHD Friendly Ways to Clear Clutter and Organize Your House

 

adhd friendly ways to clear clutter and organize your home

 

 

Here is a 15 minute tutorial for ADHD Friendly Ways to Clear Your Clutter and Organize Your House.  

Please print this handout before you begin the tutorial.

ADHD Friendly Ways to Clear Clutter and Organize Your Home

(Handout)

 

 

Getting started

  • Start Small
  • Plan your time
  • Challenges of Perfectionism and procrastination
  • Emotional attachments
  • Financial attachments

 

Organizing strategies for your stuff

  • Plan your work and work your plan
  • Letting go (consignment, Facebook Marketplace, philanthropies)
  • Categorizing and organizing
  • A “Home” for your items
  • Organizing products
  • Working your plan and keeping organized

 

 

Tips for Getting and Staying Organized

  • Create routines for you and your home (Admin Day, Decluttering appointments)
  • Tricks and tips of labelling
  • Strategic work zones in your home
  • Finding a partner with a clutter buddy, body double, or paper partner
  • Make it fun with a playlist or reward

 

 

Resources

ADD Friendly Ways to Organize

The Magic of Tidying Up

Professional-Organizer.com Ellen’s Blog

 

Decluttering questions to ask yourself

 

Questions about use

  • Questions about use help you determine how often you use an item and if so, whether to keep it.
  • Do I love it or use it?
  • When was the last time I used it?
  • If it is less than $20 and it takes less than 20 minutes to get it again, can I let it go?
  • If you could fit in this right now, would you wear it?

 

Questions about quantity

  • Questions about quantity help you let go of excess.
  • How many of these do I need?
  • Would I buy this again today?
  • Where do I store it to find it again?

 

Questions for lifestyle

  • Questions about lifestyle help you acknowledge your feelings about an item.
  • Does this help me be my best self?
  • Will my future self use this?
  • Is this holding me back?

 

Questions about emotional attachment

  • Questions about emotional attachment define whether to keep an item or let it go.
  • Is this something that makes me sad or reminds me of a sad time?
  • Does this make me smile?
  • Do I honor it as a keepsake?

 

Questions about finances

  • Does this have value greater than $50?
  • Should I sell this or donate it?
  • Can it be a blessing to others who have great need?

 

 

 

ADHD Friendly Ways to Organize Your Papers

adhd friendly ways to organize paper

 

Join me for a 15 minute presentation on organizing your papers.

Please print this handout before you begin the presentation.

ADHD Friendly Ways to Organize Your Papers

(Handout)

 

 

Start big

 

  • Move from overwhelmed to informed
  • Keep the end in mind
  • Know what to keep and for how long

 

 

Organizing strategies for your papers

  • Your Command Center for actionable paper
  • Your Files for reference papers
  • Archive Files for long term storage
  • Organizing options

 

 

Going digital

  • Device options (photo, Genius Scan, Scanners)
  • Fundamentals
  • Organizing options

 

Staying organized

  • Triage time
  • Admin time
  • Back log

 

 

Home and Office Paper and Digital Organizing Categories

 

Home

 

  • House and Auto
    • Auto purchase
    • Home Major Purchases
    • Home Repair/Maintenance
    • House inventory
    • Insurance
  • Financial (anything to do with money)
    • Banking
    • Credit Cards
    • Investment
    • Retirement
    • Property Taxes
    • Life Insurance
    • Mortgage
  • Personal (anything to do with people or pets)
    • Medical Benefits
    • Medical History
    • Medical Explanation of Benefits
    • Medical Paid bills
    • School/University
    • (Interests such as parenting, decorating, collections, etc.)
  • Work
    • Work history
    • CV or resume

 

Office

    • Clients
    • Resources
    • Vendors
    • Projects
    • HR or Employees
    • Financials 20XX
    • Expenses

 

Resources

ABCs of Important Papers (Oprah.com)

My Life Packet

ADD Friendly Ways to Organize