Office Annual Review

Before working as a professional organizer, I spent several decades in a corporate environment.  Those of us who have ever worked for someone are familiar with the annual review process.  But have you ever considered applying this concept to the organization of your office?  If you were giving your office an annual review, how would it fare?

• Are the position description and expectations clear and understood?
• Are there annual goals and objectives that are in line with the company's (yours) strategic objectives for the year?
• Do the annual goals and objectives meet the SMART criteria (specific, measurable, attainable, realistic and time limited)?
• Did your office meet all its performance targets for the year?
• Did you office meet all its goals and objectives for the year?
• What recommendations do you have to offer?

Try this out on your office space whether your run a home office or a corporate environment.  And remember - there should be no surprises at performance review time.  Regular feedback on adjustment to performance of your office will ensure that those goals are met by the end of the year.

Hoarders Among Us

Do you think you could tell if you worked beside someone who is hoarding?  Would their work behaviour reflect hoarding behaviour at home?
Probably not - people who hoard do not normally brag about their hoarding behaviour. In fact, most of them are very private and often have not let anyone in their home for many years.  Normally they can not be identified from anyone else walking down the street or sitting at the next desk.
 Professional organizers do not normally go public with the names of their clients ~ client confidentiality is a key ingredient and ethical imperative in the organizing business.


So this situation is really unusual. I am currently working with Bruce Kirkland, senior entertainment writer for Sun Media. Having been interviewed for an article on hoarding, the reporter, Rachel Sa approached Bruce about participating in a series of articles to publish our work in hopes that other people struggling with hoarding behaviour would see there is hope, and help, available.


I invite you to follow our work and Bruce's progress. This is a very brave thing for Bruce and Rachel to do.

The Wellrich 10 Percent Email Solution

As a professional organizer I am frequently asked how I recommend people stay on top of their email.  There are a variety of strategies for managing the actual email when you first open it.  Use folders to file information and flagging action items for example.  When it comes to the emails that have been left in your Inbox too long here is a process I call the 10 percent solution.

1. Pick a time of day to commit 10 minutes to email management.  Stick to this commitment until that Inbox is under control.
2. Change the sorting order of the Inbox.  If you normally sort by date, try sorting by sender or subject.  This has the impact of immediately changing the context of the emails.  With a different context sorting is easier.
3. Check the total number of emails and then identify what 10% would be.  This is your target; the number of emails you are going to file or delete in your designated 10 minutes.  For example, if you have 1000 emails sitting in your Inbox, try and remove 100 at the first sitting.
4. Quickly scroll through the list and try and delete as many as possible i.e. the easy ones you know are no longer needed.  If you get stuck or bogged down, switch the sort again and keep going.  Try sorting by email topic.  This will sometimes allow you to delete the backlog of emails on one particularly topic and then the last one, with all the accompanying conversation, will be the email to file.

You will be surprised how easy it is to remove 100 emails when you have changed the context.

Organizing on the Go

If you travel frequently for business you know that staying organized while on the go can be a challenge.  There are three main issues to address: a) receipts b) staying productive and c) being prepared.

Often one's entire trip involves keeping track of those darn receipts.  Whether you work for yourself or a large corporation, even with a friendly and fully loaded expense card, that proof of purchase is necessary at every transaction.  To keep the receipts organized keep then contained.  Whether you choose an envelope, a wallet size accordion folder or a plastic folder with pockets, the trick is to keep them in one place where they won't get lost and will be available when it comes to register your expenses.

Staying productive while travelling can be difficult when you are at the mercy of train, plane or bus schedules and someone else's meeting agenda.  Keep a ready supply of "To Do" work on hand either on your computer or in your travel case including some lighter reading.  That way when you have to wait for the plane which has been delayed or the meeting hosts who are late, you can keep yourself productive and occupied.

Finally, business travel may be planned in advance but may also be a last minute opportunity for that BIG DEAL you have been waiting for.  Keep a travel case packed and your business case supplied so that you can leave with very little preparation.  Once you return from your trip, repack your cases immediately; you will be most conscious of what you wished you had on your trip right when you return and can ensure your travel cases are loaded up accordingly.

Two Forward, One Back

You organized your desk top, cleared out your files, set up your hot files and got your income tax in on time with a moderate "clean up this mess" bill from your accountant.  Congratulations!

And now you sit dispondant staring at a piles of paper on the floor, an inbox full of unopened mail - both electronic and otherwise - and stuff all over your desk.  You've spent the last half hour trying to find something you know you had last week and need before the end of the day.  It's 10:00 on Monday and you are already frustrated and ready for the weekend.

Relax. With even the best of intentions most of us experience some form of organizing back slide at some point in our lives.  For most of us, it is a regular occurance and merely another facet of staying organized that needs to be managed.  Event the most organized professional organizers backslide from time to time and need a little boost to get back on track.

First, realize this is normal and not serious.  Cut yourself some slack; you are human.
Second, focus on what is really important right now - if you need that thing you are looking for, is there someone else who can help you look.  A second pair of eyes often will see things that you don't and will find it faster.
Third, recover your organization by scheduling several small organizing sessions for yourself and commit to this time for yourself to get back on top of the stuff.  It could be 15 at the end of the day or 30 minutes at the beginning of the day.  Pick whichever time your are most productive.
Fourth, start small.  Don't expect to clear all the paper in the first 5 minutes. You may need a whole week to get back on track.  Keep your expectations realistic, stay focussed on your goals.
Finally, reward yourself.  If you clear the top of your desk after the second session, celebrate. Well done!