Wellrich Organizers new Website and Blog

Wellrich Organizers is now boasting a new website.  Our blog is now contained on the website and you can follow us there.  Click through for more information and tips on how to keep your office organized, yourself more productive and your world a little calmer.  Looking forward to seeing you there.

Tax Time Loomith

Many of us are planning for the holidays and looking forward to some downtime after a busy fall.  Great idea.  What's top of your list when you get back to the office in January?

With a little forward planning, by the time you get to April, you'll be focussed on those new clients having signed off and sent off your annual tax return.  If you are still working on a paper-based system, consider booking time with yourself in your 2012 calendar, before it gets booked with client appointments, to sort the receipts.

An accordion file makes a great receptacle.  With 13 pockets it can stand on a shelf, in a file drawer and be labelled by month to receive receipts, invoices and any other relevant paperwork.

Calendar Options

With the new year looming, most people have already picked up their calendar for next year.  Some of you are die hard e-calendar types and just keep scrolling on down the screen while 2012 comes up to great you.


The rest of us are not and still prefer the paper version.  It has been my experience that many individuals with a strong kinesthetic preference for learning and digesting information, still benefit from the writing and page turning of a paper calendar to anchor schedules and time frames in their minds.  If you fall into this category, it is important to understand that you are using a modality that works for you.  It may be necessary to use a second e-calendar for work if your company business practices require one.


On the other hand if you are cyber-savvy and tied to your electronic phone/tablet/laptop you may be a good candidate to consider moving to an e-calendar.  Individuals in this category likely email appointments to colleagues and family members including teacher interviews.  Some even share common calendars on cyberspace through email providers.


Whichever you choose, the most important criteria, is that it works for you.  There is no point in using an e-calendar if you don't have a devise with you all the time or perhaps can't share with your co-workers, colleagues or family calender information they also need.  

Tax Prep in the SOHO

Are you staring at a shoe  box of receipts?  Here's a quick and inexpensive way to get those receipts tamed.  Pick up an accordion folder at the local office supply store with 12 sections, one for each month.  Label the sections.  Start by filing the receipts by date into the appropriate section.

Some people prefer to file by category.  Date or category, it doesn't matter.  They all have to be accounted for at tax time and how you group them is up to you and based on the volume of receipts.

If it seems overwhelming, consider contacting a local high school student whom you trust and offer to pay the them to file the shoebox of receipts for you according to month.  This is a great opportunity for the student to learn the benefits of organization and practise some basic filing skills.  In addition, what you will need to pay the student is tax deductible and much less than your accountant is likely to charge you to accomplish the same thing.

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!

Getting the To Do's to Done

Third quarter is over and your heading into the final stretch of your financial year. How are you doing on those business goals for your (your choice) a) portfolio b) directorate c) division d) company e) small business?

Getting things done, the old to do list, and making goals are all activities with which we are very familiar. Many of you have even been on courses to try and figure out how to get those goals accomplished so you can meet your targets.

One of the most powerful tools is merely the language that we use to tell ourselves what to do. Try rewriting that list of To Do's using action verbs that clearly lead to a result rather than vague sentencing of outstanding items to be done. For example:

"Follow up with Jill regarding Great Project implementation" becomes
"Talk to Jill - Confirm implementation and target dates for Great Project have been met."


Put some power into your To Do's and watch the Got it Done's add up.

Client Questions - Why do I get stuck on Email?

The electronic age was meant to speed up the way we work and computers promised to make life easier. They have, however, brought with them their own challenges as witnessed by the common frustrations of managing email. If email is soaking up too much of your day, try these tips:

1. Turn off the email alert on your computer. You know emails arrive constantly. You don't need your computer to remind you there is more work sitting in your Inbox.
2. Schedule a routine time to clear new email messages. Do not schedule this first thing in the morning otherwise it may soak up the rest of your day.
3. Read, respond then delete or file. Keeping loads of email messages in your Inbox is the same as leaving mail sitting on the middle of your desk. Both practices give you the impression you have yet to deal with the messages when in fact, you have responded.
4. Use your email functionality - rules and alerts - to sort your mail when it arrives. If you have a big project on the go, create a folder for the project. Add the folder to your favourite folders where you can see it easily in the top left (or right) of your screen. Create a rule to have all new mail with the project name in the heading or body go directly to this folder. Your computer will tell you when there is new mail in the folder, don't worry. It's like having an assistant sort your mail before putting it in your inbox.
5. Limit your time for email clearing. If you need two or three scheduled times to clear - so be it but limit the time of each session.
6. Be short and succinct in your communication. No one else wants to receive long winded emails at their end since they have limited time to review it as well.

Enjoy shaking off the email shackles.

Forward Two, Back One - Shall we Dance?

So how is that desk going? The credenza? The floor? What about your New Year's Resolutions to keep a clutter free, high efficiency work space?

Right about now, as second quarter comes to an end and tax time looms for many solo-preneurs and small business owners, the clutter is at an all time high and level of discouragement follows suite.

So I thought now would be a good time to revisit an earlier post on backsliding. It is a common experience for almost everyone who is de-cluttering. Even the best of us have moments, days and weeks when decision making is maxed out, time is layered like a lasagna and the opportunity to find "a place for everything and keep everything in its place" just doesn't seem to exist.

The good news is you are perfectly normal. We all go through it. More good news is by taking one step at a time, one piece at a time, you can get back on track. Here are the four steps:

1. Stave off the guilt. Life is too short.
2. Figure out what you stopped doing that was helping you stay organized.
3. Figure out why you stopped doing it.
4. Find one behaviour you can commit to doing again that will start you back on track. My favourite is clear the floor. Somehow the floor has the best glue around and stuff that gets down there just seems to stick. Another would be clearing the space just inside your office entrance way. More glue.

Now repeat item #1 - stave off the guilt!

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!

The Ten Minute Challenge

The ten minute challenge is one of my favourite organizing techniques. When used regularly, is highly effective at keeping one's home or office organized.

Find a bag - the new recycled shopping bags are great for this. Give yourself 10 minutes to fill the bag with items that do not belong in your office and need to return to wherever it/they belong. A common variation on this strategy is to fill the bag with items that you are no longer using, no longer want, need etc. If you use this strategy weekly you will soon find your office not only clutter free but a much more productive place to work.

Where's Your Glue Spot?

More and more I have noticed that most clients have a glue spot in their office or home. You know this place. Whenever something gets put there, it never moves. That specific spot has really good glue all over it and when an item gets put down, its stuck.

Sometimes we just don't see the items in this spot once they've taken up residence there. Sometimes the location is hard to clear out because of its location or things around it. Whatever the issue, the glue spot will forever keep attracting and holding clutter unless you attack it deliberately with some anti-glue strategies.

1. Figure out where the glue is. Prime locations are the floor, just inside the door of your office, (usually the first flat surface), behind the door, under the desk or in a corner behind the desk. Often people have a special glue spot on one corner of their desk. You know the one - you are probably looking at it now.
2. Designate 15 minutes today to clear this spot. Make sure the items that you clear find a home that they can be returned to every time you use them.
3. Designate 15 minutes tomorrow to clear this spot.
4. Designate 15 minutes the next day ... and so on until the spot is clear of debris, clutter or anything else that may have been stuck there.
5. At the end of each day, keep aside 15 minutes to clear this glue spot. Make this a daily ritual.

Glue spots exist, I believe, as a result of our own organizing personalities. Trying to make them go away may be more futile than helpful. Managing the spot will help you to keep yourself and your space organized so that your work life is as productive as possible.

First Quarter Review

How it happened I hardly know but here we are at the beginning of April. That means first quarter is over. How are those goals coming?

Have you checked your progress recently?
Do you know where you filed them?
Are they still valid?
Are they still realistic?
Did you implement the tools to measure them?
Were they measurable to begin with?
Are you happy with the progress?
Are you ready to celebrate your successes?

Where are your targets and goals for second quarter?
Are they specific, measurable, attainable, realistic and time limited? (SMART)
Have you set up the tools to measure your progress?
Have you set up a review date?
Have you planned your celebration?
Have you shared the goals and your progress with your staff?
Is everyone focusing on the same organizational goals?

See you next quarter!

Keeping to the Agenda

This post is going to make everyone else happy and give you some more work. "Oh great!", I can hear you say. But remember, when your organization makes everyone else happy, you look good.

It's not about goals - its about agendas. Do you use them for your meetings? Do you send them out ahead of time? Are they clear and concise and related to the previous meeting's minutes (if there was one)?

There is almost nothing worse for meeting attendees, even the virtual kind, than a meeting that doesn't stay focused, runs overtime and doesn't accomplish the goals for which it was set up. Your agenda, sent out in advance, will notify everyone of the purpose of the meeting, the time commitment, who will attend, what they are expected to contribute and what they can expect to get out of it.

Set up your meeting agenda. Send it out ahead of time. Stick to the agenda when you meet. Everyone will be happy to attend your meetings.

Organizing to Maintain your Sanity - 5 Ignore Criticism and Enjoy Bonus

You've heard it. I've heard it. We all know what it sounds like.

"Getting a little anal aren't you? Turning into the next Martha S. here at the office?"

Here comes the criticism from those people, usually one person in particular, who can't stand to let you reach a higher level of organization in your work. It might even be your boss. Who knows, maybe that person is jealous, envious or afraid that you might be more productive, more effective and receive the accompanying accolades that eludes them due to their disorganization.

They have every reason to be very, very afraid. Clutter gone, priorities shift and here you come with productivity in hand. Using the 15 to 45 minutes of routine, organizing maintenance that I have outlined in items 1 through 4 of this series, you will have freed up your mind away from the clutter and what you "should" be doing about it, to whatever your boss, organization or business really wants you to focus on.

If the naysayers want to focus on criticising you, let them do whatever. You've got product to sell, clients to support and staff to lead. You rock!

Organizing to Maintain your Sanity - 4 Go Home

To keep the organizing going, and the clutter at bay, every item in your office needs to go back to its home. In most organizing projects, next to purging, much of the work is in establishing a home for everything whether its paper, files, e-files or other objects. Once an item has a home, it needs to return there when you finish using it.

Again, just a few minutes a day to scan your office and put things away will take you a long way to a more organized existence. If it isn't yours, and doesn't belong in your office, take it back to its proper home. You don't need the job of keeping track of other people's clutter along with your own. If done at the end of the day, you will return in the morning to a more organized office and feel more in control of your work and your life. Keep it simple and commit to completing this task daily.

Organizing to Maintain your Sanity - 3

"If I had time", you say, "I would be more organized!" I know, me too. Unfortunately since none of us have figured out how to put an extra couple of hours into each day, we will just have to work with the 24 hours that we have.

Let's start with your calendar. Do you have one? Do you carry it with you all the time? If it is a paper calendar, can you put it into your purse, briefcase, computer bag? If it is electronic, can you carry it in your purse, briefcase, computer bag?

Since this series is about maintenance tips I am concentrating on keeping organized (as opposed to the clearing out and sorting to get organized). Ensure that today's appointments are in your calendar. Review tomorrow's appointments before the end of the day so that you have time to prepare for whatever is scheduled. If you have car service arranged, have you organized someone else to take the kids to swimming? It takes only a minute or two to review the appointments for tomorrow. It could take a lot longer to catch up if you miss something or it takes you by surprise. At the end of the week, review your appointments and plans for next week. Again, the anticipation will give you a chance to plan and prepare.

Once that is done, you can head for your evening knowing your plans for tomorrow and next week are already in place and organized. Aren't you clever!