Back to the Books

Are you a "sticky note" person? You know what I mean; there are some of us who like to make notes on bits of paper to remind us of things. There are a few by the telephone to remind us to call someone, a few on the filing cabinet to remind us where to find something and a bunch all over our desk with numbers, names, notes and reminders that are so buried under the rest of the paper they are long since forgotten.

As an alternative, try carrying a small notebook around with you. Some of us prefer something small enough to fit into a handbag or women's computer tote. Others keep copious notes and prefer the old elementary school, spiral bound, 8 1/2 X 11 note book. The size is not relevant so pick one that works for you. What matters is that the book travels everywhere with you and is available to jot down thoughts, reminders, numbers and notes. No more lost sticky notes and bits of paper all over your desk. No more stacks of paper with random notes that cause increased stress since you can't remember where they were from.

There are some people who can translate the "keeping notes in a book" organizing strategy to a handheld organizing device. This takes discipline and the ability to read and write/type easily on a handheld. If you are one of these people, go for it and use your handheld as your notebook. Remember to back up your device regularly.

You may be surprised to find how liberating it is to have your notes and thoughts with you in your notebook when you need them!

Committing to Turnover

It's the end of the first week in February - have you turned over your year end yet?

Are you still mixing 2008 invoices/receipts with the new 2009 items?

Have you collected your 2008 documentation for year end reports and income tax preparation?

Do you have a designated location for your 2009 invoices/receipts i.e. e file/folder, paper file, folder, envelop or even a plastic bin?

Have you opened up a new file/folder for February 2009 so that January 2009 can be easily identified/located/sorted/recorded ___________ (fill in your own blank).

How much does your small business/home-based business pay in bookkeeping fees?

Would a little more organization reduce that for you?

What could you reinvest in your business with the proceeds?

Have you scheduled your semi-annual clear out day yet? When was the last one?

Book a day or half day, order the pizza insist that your staff commit to be present for the clear out. This is a very effective tool to ensure your offices do not become a cluttered, unprofessional place that causes you to cringe when clients come knocking!

Purge Time!

How are those files? Full of material from 10 years ago. If you haven't already, now is a great ime to revisit the contents and get rid of anything that is a) not relevant, b) not legally required, c) not accurate.

Remember, not all legally required material has to be kept in your current, day to day files. In fact, material that is several years old and retained purely for legal reasons may be better suited in a long term storage area that is access seldom if ever.

When your done the paper files, start on the e-files.

Prepare for Tax Time 2010

Many of us have just come to the end of a fiscal year, matched up to the calendar year. Why not get a jump on tax time for the following year? Your box of receipts may still haunt you until you hire a book keeper for this year's tax, but next year could be a different story for you.

Pick up at your local office supply store an accordian folder with at least 12 tabs. They are often available as 6, 13, 31 (date) or 26 (alphabetical) tabs. Label the tabs by month.

Use this monthly organization to put all your receipts for 2009. Each time a receipt comes in, drop it in the relevant tab slot. If your business is big enough, you may wish to have one for revenue and one for expenses.

If you are using electronic files, consider the opportunity to convert your paper receipts into electronic documents using tools such as offered by The Neat Company.

Stressing over Garbage

Clearing out a client's office with them, particularly offices with lots of paper, can be an illuminating experience. Not so much for me, but for the clients.

Typically at the end of the day, we end up with several bags or boxes of recycling mostly paper. There are usually another couple of bags or boxes of garbage. Finally, there is an inevitable collection of material that belongs to other people in the company and will be distributed accordingly or taken to a supply/equipment/archive store room. The end result is a calm and organized work space the even feels more productive, 4 - 6 bags of recycling and garbage in the hallway and a stack of stuff that is doesn't belong in the client's office.

When clients are confronted with the debris in the hallway, the illumination begins; "I can't believe I was so stressed about so much stuff that turned out to be not worth keeping or not even belonging to me!" Bingo.

Take a look around your office. Cluttered? Messy? Paper got you stressed?

I highly recommend a clear out and overhaul. You may be surprised at how much stress you are spending on garbage.

Hot Spots - Where are They?

I have written a couple of times recently on the importance of establishing hot files in your office or work area, (see Hot, Hot, Hot, The Disappearing Desk). One question which consistently surfaces when working with clients, is "what is the optimal place for the hot files?"

The answer? There isn't one; the location of the hot files really depends on how you function in your office. The best location will depend on your organizing personality, the nature of your work and the space you have available. Here are some examples in no particular order:

1. In a vertical file holder on your desk. Works well if you have the space on your desk, your need to see the files right in front of you.
2. In the top drawer of your filing cabinet. Works well if you have the file space, you require visual calm in your office, you don't need the visual cues to remember what's there.
3. In a vertical file holder on your credenza (table). Works well if you have the space on a credenza or table, you need visual cues to remember what's in them.
4. In the file drawer on the right/left pedestal of your desk. Works well if you require visual calm, have the space in the drawer, are in and out of the files freqently during the day, don't need them right in front of you to remember what's in them.

The Disappearing Desk - Take 2

Many people struggle with a desk covered in paper, files, reports and debris from the work day. There is now doubt, trying to get a grip back once this has got away from you can be an overwhelming task. Try this to get back control:

• As usual, start small. Take 5 minutes first thing in the morning to sort just one corner of your desk. Sort the paper by date, project, time line or subject. There is no right or wrong way only a way that makes sense to you.
• At the end of the day, take another 5 minutes to file the piles you sorted this morning. Sorting takes far more brain power, decision making and emotional/intellectual energy than filing. Do the filing at the end of the day.

Try this for 28 consecutive work days. I promise you that at the end of the 28 days your desk and your organization will be at a very different place - a very good place.

Fussing about Filing

Probably the number one item that clients want me to help them fix in either their home or their office is paper and filing. It seems that paper, and keeping track of the pieces we wish to keep, is a struggle even for the most organized.

Most people struggle over the structure of the filing system. "If I file something in here, I never know where it is and can never find it again."My advice to clients is that there is no perfect filing system. There are good commercial systems, (e.g. Paper Tiger), there are common systems (alphabetized) often used in corporate settings and then there are the rest of us.

It is important that you pick a structure that works for you. If you organize visually, try using coloured files. If you are tend to talk to yourself and are auditorily oriented, try using file headings like "Keep this for Income Tax Time" or "Things I keep to refer back to". Sound corny? Who cares? If it works for you, that's all that matter.

Where is Everything - Policies and Procedures

Do you have current policies and procedures for your company?
Do you know where they are?
Do your employees know where they are?
Do they know what they say?
Do you have document retention policies?
Do you know what the means?
Do you know what the law in your jurisdiction says about retaining documents?
Do your employees know what the law in your jurisdiction says about retaining documents?
Do your employees know what your company mission is?
Do they share the vision?
Are your mission, vision and values reflected in your policies and procedures?

When do I Shred?

As a professional organizer, I am frequently asked by clients whether or not they need to shred paper that is being sent to the recycling bin.

In business, as in the residential setting, anything that identifies you and can be traced back to you via account number, address and the worst identifier - payment account number - must be shredded to protect your identity. You do not want this material wondering around once the the recycling material gets into the public domain i.e. out of your hands.

In addition, int he case of business, you must protect the identify of your clients. So, if your clients or their business with you, which, in most cases you are obliged to keep confidential, you must shred the material.

When in doubt, shred.

Hot, Hot, Hot - Keep Those Files Close

Do you have hot files in your office?

Hot files are the ones that either you are working on everyday because of their importance or contain the key To Do items because of their relevance.

Often when a hot file system has not been set up, people tend to keep the key files out on their desk. Eventually a whole bunch of files are on their desk and a few get moved to the credenza. Then there are a whole bunch on the credenza and a few get moved to the floor... you get the picture. You may be looking at that phenomena in your own office or that of your key director/manager. Try this strategy:

• Pick a separate colour file folder for your hot files. Pick a hot one that will grab your attention.


• Clear out of the things in/on and around your desk the key projects on which you are focussing.


• Find either a desk top file vertical file holder or pick one of the side drawers of your desk and empty it out.


• Put the files in the coloured folders and label them accordingly then file them in the spot you have chosen.


• This is the new home of your hot files and you will find them there, in prime real estate, each time you need them.
  

In Favour of Staples

Whether of not you have issues with paper, you probably have both paper clips and staplers in your house/office. Many people are in the habit of paper clipping sheets together because it is quick, easy, they wan't the sheets together and may want to unclip them in the future.

Watch out for those paper clips adopting other documents. Use staples whenever possible over paper clips as the latter will often "clip" up another document that is not meant to be clipped to it. Most recycling opportunities will now take the staples with the documents.

Go Vertical - Save on Bandages and Headaches

If you are struggling with paper on your desk - or anywhere in your office - the biggest contributing factor may be that you are still storing your active work files horizontally rather than vertically.

Paper likes to be stored horizontally, it won't argue with you. But you will end up with a lot of paper cuts, headaches and lost documents if you are housing files on your desk and credenza in piles. Everytime you go looking for something you have to sort through the whole pile because a document that is horizontal with something on top of it can not be identified. A file folder that is stacked horizontally in the middle of other folders is very hard to identify.

Instead, identify half a dozen files that represent the bulk of your day to day work. Organize the files vertically in a desk top file holder with the labels clearly identified. Using a file label on the file tab makes the label easier to read and easier to reuse. You might try using a specific coloured file folder for these half dozen or so files so that they can always be easily identified when lying around your office.

Sitting in their file holder either on your desk or credenza will make them easy to see, easy to access and reduce the need for sorting through lots of paper - paper cuts and bandages.

Eliminating E-file/Paper File Confusion

I am often told by clients that they can manage to keep one but not both of their information filing systems up to date. Either the paper files are comprehensive and up to date or the e-files are organized and up to date. Often clients find they can't keep them both organized.

A good rule of thumb is to try and mirror your e-file structure to your paper file structure. Give your brain a break and make the sorting process as easy as possible for both electronic and paper files by using just one structure.

Then remember to schedule a regular if not frequent purge.