Getting started and Getting done ~ Paper Management

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paper management

 

 

The hardest part of any project may be to get started or get done. This is especially true with your papers!  Choose one of these ten tips to help you make a difference, get going and get finished.

 

  • Put your perfectionism aside. Set a minimum expectation for yourself that can be accomplished by creating a project scope that allows for success. Instead of creating the “perfect” filing system, work with the big picture and use general, larger categories such as home and auto, finance, and personal.  Or just have one box marked 2012.  There is no one perfect way to file, so design what you need.

 

  • Make the project less overwhelming by making a list of the steps and products needed.  This will make the process more manageable. Start by getting the first step going and then the task falls into place. Make a list of the tasks for paper work. The list may include: pay bills, sort papers by alphabetical groups, file papers, eliminate junk for 5 minutes, or purchase extra files.

 

  • Break your work into smaller steps.  Use a timer and work just 15 minutes. Have a quick file group set up in the desk file drawer instead of the file cabinet.  For papers that arrive very frequently or that you use frequently, it is easy to just reach in.

 

  • Set a deadline to start or finalize your project and write it on your calendar.  As busy as we all are, there is never enough time to do all we want to do. Set a date on your calendar that is your administrative day to work on papers.

 

  • Give yourself permission to take all the time you need to work on papers. With a realistic time frame, you will get more accomplished on discarding, sorting and filing.   Assess your schedule and double the time you think it will take to finish.

 

  • Set the mood with music.  Having a soundtrack gets us moving. Choose your favorite background music, whether it is a playlist, country or classical.  Making it more fun makes paperwork easier.

 

  • Partner with someone who has the skills that match your skills. You pay the bills, your husband files the papers. You can delegate filing to your very organized teen too!

 

  • Make it routine.  Set the time aside and work regularly at your admin tasks with weekly admin time. Start with small bits of sorting and filing regularly and once the routine takes hold add on more.

 

  • Start when you are high energy.  Get a good night’s rest, have a small snack and work at your best time. Work at a time that works best for you, morning or evening.

 

  • Re-frame the work. Get a new perspective on why and how to work with your papers. Know what papers you want to keep and why.  Keep only what you need and be brutal about eliminating other papers.  The best resource for this is Oprah.com ABCs of Important Papers.

 

Paper management is much easier! What’s your first tip to try to make your paper work disappear?

 

5 Simple Filing Solutions

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Filing! Everyone hates filing! However, you can make filing less painful with a few simple solutions.

  • The easiest way to file is to have one box for a one year’s worth of paper. Have an easy to access, attractive box to drop in paper as it arrives. You can find what you need by going through the paper in chronological order. It saves time and energy to have just one box for all papers.
  • Have big categories for your files. Remember that filing is for retrieval! Having categories that include important areas can help you file quickly. Categories include home and auto, financial, personal and work. This filing is best accomplished with hanging files. But don’t just file everything. Be sure to keep just what you will want to retrieve. 
  • Make a list of your files. Often we are not sure where a paper goes, so we don’t file it. With a list, you have choices of where to file and what the options are.
  • File for fun! (Really!) Add music, your favorite tv show, with a friend, or with an adult beverage to add fun to your filing.
  • Use filing products you love. I recently found the filertek dry erase hanging file tabs. Having dry erase tabs means you can add names to your files easily. Also having lots of colored hanging files or beautiful file folders makes your work lovely to look at. Companies like www.officecandy, www.seejanework.com and www.containerstore.com make fabulous products for you to love and use.

I love to share my personal filing secret! I file 4 times a year and when I file I watch foodtv. What is your personal filing secret?

Going Paperless

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It seems like an impossibility – going paperless! But it can be done!  With the wonderful new digital technology we have, having less paper can happen.

Start with an investment in technology. The Fujitsu ScanSnap ( http://scansnapcommunity.com/) or the Neat Desk (www.neat.com)   are both incredible machines!  Learn which will work best with your existing operating system and computer.

  • Knowing what to keep is important, regardles of whether is in a paper or electronic form.  I love to refer to Julie Morgenstern’s ABCs of Important Papers (http://www.oprah.com/home/The-ABCs-of-Important-Papers/)  Remember, just because you have more opportunity to keep documents digitally does not mean you should keep everything! Be discerning about what you scan and know that to keep.
  • Set up a retrieval system that will work for you.  Keeping documents digitally means you can keep these in categories that work for you.  Outline what your categories will be, create these digitally, and then you are ready to scan and move documents into your categories.
  • Routinely scan and shred.  Have a plan about your scanning.  Establish a spot for papers that are to be scanned and a time to do the scanning.  Having a back up in place is also mandatory. Carbonite automatically backs up your computer.

With your new paperless office, you will feel accomplished!  And think about the s’mores you can make after you burn the paper!   

Ready to make the jump to paperless? Here are some more resources.

http://www.documentsnap.com/

http://www.lifehack.org/articles/productivity/how-to-go-paperless-bury-the-paper-before-it-buries-you.html

Less Stress Holiday Decor and Prep at Kingwood Library October 11

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Decorating and Organizing Seminar- New Holiday Themes with Less Stress
Speakers: Leslie Sarmiento, Decorating Den Interiors and Ellen Delap, Professional-Organizer.com
Date: Thursday, October 11, 2012
Time: 10 a.m. to 12 noon
Location: Kingwood Library, 4400 Bens View Lane, Kingwood, Texas 77339
Cost: Free
RSVP to  and bring a friend!

Decorating a room or party around a theme has been popular for ages. So, it’s only natural that you’d think of choosing a theme to decorate your home during the holidays.  Leslie Sarmiento will be sharing lots of exciting new ideas for making your décor the most talked about on the block. Certified Professional Organizer and Family Manager Coach, Ellen Delap will share how to prepare and plan for the holidays. If you’re easily overwhelmed by the busy holiday season, come join us to learn ways to create stress free family memories and traditions. Would love to see you there!

5 Ways to Eliminate Paper Clutter ASAP

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paper management

 

Lots of small scraps, receipts, and business cards clutter our desks, wallets, and drawers.  Creating systems and routines for these small pieces of paper can make a difference for you.

1. Receipts seem to multiply!  Start by having one spot to collect all of these for one month, such as a basket, a ziploc in  your purse, or a file in your command center.  Decide what receipts you need for returns, taxes or major purchases and eliminate the rest.

2. Coupons can save us money, but only clip and keep coupons you will use in the next month.  Keep  your coupons together in your car in a small accordian file, labelled by categories you will use.  Your coupons will be with you when you arrive at your destination.

3. Collect contacts like business cards and addresses in your command center. Set aside a few minutes to consolidate these into a paper address book or onto your computer in Outlook, Gmail or another electronic system.   Having these electronically, you can search for what you need.  Also,  you can add these in categories such as home repair, plumber and the name of the service provider for easy access.

4. Drop all your paid bills into one box labelled for the current year.   Having an easy to “file” method for the most frequently accumulated papers helps gets paper put away.  Keeping filing especially simple makes a difference.

5. Recycle paper as soon as you pick up your mail.  Before you enter your home, place a recycle bin at the door.  Be brutal and drop paper in before it can accumulate.

What do you do to eliminate paper clutter?

ADDA-SR Sunday Seminar: Successful Student Strategies for ADD Families

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Families struggle with getting homework started and completed, getting papers turned in and seeing academic success.  In this workshop, Certified Professional Organizer Ellen Delap will share strategies for time management, paper work flow, and study skills.  Parents and their middle and high school students are invited to attend this interactive and engaging presentation.  

 Join us to:

  • Discuss time management strategies that lead to academic success. Parents and students will learn why and how to use time management tools like paper and electronic planners and task lists. Participants will complete a time grid to establish work, homework and other routines in their week. 
  • Identify paper management strategies that will streamline school papers for both parents and students. Parents will be introduced to the command center for papers and students will discuss various tools for paper such as homework folders, notebooks and files.
  • Establish study skills and study spaces that work best for their learning style.  Parents and students will discuss where students study in their homes and what tools will empower their learning. 

Sunday, September 30 from 2 – 4:30 pm

St. Andrews’s Presbyterian Church Family Center

5308 Buffalo Speedway

Houston, TX

Register at www.ADDA-SR.org

Fees depend on membership and number attending

Back To School: When No One in Your Home is Going Back to School

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Back to school! Its that time of year that makes moms happy and sad; happy to start new routines and sad about the energy and organization it can take to get your family going. Throughout the month of August we are featuring organized moms who will help get you started back to school with the toughest tasks. Here is an post for the families where no one in your home is going back to school. 

For some of us, no one in our households are heading back to school. However, preparing for a new school year has been such a deeply engrained experience in our lives that it’s hard not to find yourself browsing for school supplies.

I use this time of year to regroup after the summer and gather my wits before the holiday season gets into high gear. Why let school kids have all the fun?

Here are a few things I do to prepare for the new school year even though I won’t be sitting in a classroom:

  • New Clothes. With sales on clothes, it’s a good time to pick up summer clothes on sale and preview the fall fashions. I use this time of year to assess what summer clothes are leaving and what items I need for the fall and winter. If I didn’t have my coats and jackets cleaned before the temperatures rose, it’s a good time to get those cleaned before you need them. For me, I will be shopping for new boots. Last year, I wore my kicky black boots until they were literally falling apart, and they’re beyond repair. I’ve already perused a few fall catalogs.
  • School Supplies. We never really outgrow school supplies. Because school supplies are readily available, it’s a good time to restock sticky notes, pens, notepads, and my personal favorite – Sharpie markers.
  • Giving Back. I remember the thrill of having new school supplies, and I also remember the times when we didn’t have new things because money was tight.  The parents of my nieces and nephews always take care of their school supplies, and I don’t need to buy any for them. Instead, I pick out a fun backpack and fill it with school supplies for a back-to-school drive.
  • The Holidays. Yes, I know it’s August, but I do start thinking about the holidays early, especially since my parents are saying they’re coming for Thanksgiving this year. I made a list of house projects I want completed before the parents pull into the driveway. I also make my holiday list and jot down the interests and ideas I have for my nieces and nephews.

 Janice Simon is owner of ClutterPrincess.com. She enjoys writing, organizing, dark chocolate, time with her nieces and nephews, and action movies.

ABC13 Back to School

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Thanks to ABC13 for the opportunity to make a difference this fall for Back To School.

Healthy Breakfasts on a Budget

http://abclocal.go.com/ktrk/video?id=8783092

Best Lunch Boxes for your Money

http://abclocal.go.com/ktrk/story?section=news/education&id=8775038

Back to School Family Organizing

http://abclocal.go.com/ktrk/video?id=8762205&pid=null

Back to School Tips: Tips on Organizing Kids’ School Papers

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The school year is about to start and that means a massive influx of papers! Here are some ideas that moms are using to keep up with the paper flow.

  • I keep a basket by the door and the kiddos drop all their work in there daily. I look through for 5 minutes to see what needs to be returned and get it back in their backpacks right away. The rest stays in the basket about a month and then we review it together.  My kids love to send papers off to their grandparents in other states and I write a small note on them that they dictate before I send them.
  • I love having a small box on my desk for each child’s work. This way I have them drop their papers into the box. Once a week I go through it with them, just to review their work. I have found that sometimes I need to refer back to it, so I keep a larger box in their closets to keep the papers for a while.  At the end of the year I go through and use boxes from IKEA to keep them in a manageable amount.  It saves time to see the papers all together to know what to keep.
  • Ellen encouraged me to have a command center with a hanging file for each child.  This way I can drop papers in when they come home from school and not lose them.  I have them ready to sign when I need to also.   My kids are high schoolers so they have their papers together in their notebooks and we just check grades weekly and print these out.
  • The way that I’m able to control the huge amounts of school papers that come home is to deal with it swiftly!  Often a week’s worth of school work comes home all at once and my daughter’s backpack is jammed full – some are treasures and some are just plain old worksheets that no one will miss.  We go through the stack with Daddy because she loves to show off her work to him and he enjoys keeping up with what she’s learning.  As we look through her work, I set aside anything that seems extra special.  Everything else gets tossed*.  The keepers go in a large portfolio case in her closet and are alligator clipped by grade.  * It’s best to get rid of the excess schoolwork when kiddos aren’t watching!  Out of sight, out of mind – but if they happen to see it get thrown away, sometimes they get sad, especially my toddler!
  • Still have last year’s papers?  Take time now to knock this out!

What’s your best paper strategy?

10 tidbits to total organization

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It’s the little things that count! Take one of these tidbits and make it your own,  getting it done in your own way, to get started on your way to total organization.

1. Go to bed at a regular time. Getting a good night’s rest means you can get up rested and ready to tackle the day.

2. Get up a smidge earlier than the rest of your clan. Your time is your own and you can get more done.  It’s the best time for ME time!

3. Get ready the night before. There is never enough time in the morning. Lots of things go wrong in the morning. Have your bag, your kids bag and any other stuff together at night. Get your clothes together too.

4. Get a plan for meals in and out of your home. There are so many ways to get dinner done, groceries purchased and a plan in place. Having a plan also helps you save money. Have fun with this on pinterest, allrecipes or just by having your family cook with you.

5. Get help with the hard stuff of laundry and dishes. Have a time set aside every day to have both of these completed well before bedtime. It may not be as fun as you like, but add incentives and partnerships so that it gets done. Set a timer to just get laundry put away and dishes in the dishwasher in the evening. In the morning, set that timer again to get the laundry started and the dishwasher unloaded. Have a chores chart to share the responsibilities.

6. Have a morning and evening routine for you and your kids. Use checklists so that everyone knows what to do next and what is expected. Have clocks in the kitchen, bathrooms, and landing strip so that you can keep on time for these routines too.

7. Have a designated spot for your and your family’s stuff. Every evening get the stuff back to where it belongs. If the stuff is already overflowing, set a time to just work on that one area to get it back to a manageable amount in that spot.

8. Keep your car organized by dumping the trash while getting gas. Our cars get just as disorganized as our homes. Take only the papers into your home that are required, not just in case.

9. Write out your 3 most important tasks (MITs) for the next day the night before. Having a clear focus on what to do first makes the day more productive.

10. Keep your calendar up to date. When asked about an activity, just share, “I have to check”. That way you are making a plan before you add new activities for you and your kids.