Showing posts with label Organizing Strategies. Show all posts
Showing posts with label Organizing Strategies. Show all posts

Thursday, May 14, 2009

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!

Monday, May 11, 2009

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.

Monday, March 23, 2009

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!

Friday, March 20, 2009

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!

Tuesday, March 17, 2009

Organizing to Maintain your Sanity - 2 The Entrance

Have you ever noticed the tendency to walk into your office and immediately put down on the first horizontal surface whatever is in your hands? It is such a common habit that we professional organizers find amongst our clients that if you are missing something, I would suggest you check the first flat surface you find in each of the rooms you have just visited.

To maintain your sanity and stay organized, the next habit to develop is to clear the flat surfaces just inside the threshold of your office. (Notice I didn't say "...and then get rid of the flat surface." Maybe later!). Take a few minutes each day - 15 to 30 should do it - and clear off those surfaces. Needless to say, once you do the big clear out the first time, each subsequent day will be easier and require less time.

Concentrate on what is just inside the door or threshold of your office. Is it a shelf, a credenza, a chair or a filing cabinet. Whichever, clear off the surface and put everything in its rightful location. Remember to take anything that doesn't belong in your office back to its rightful home. You don't need other people's clutter in your office!

This series of posts is all about maintaining organization in your work life. The idea is to tackle a little bit each day that ends up as a huge accomplishment and a calmer environment for you in the long run.

Monday, March 16, 2009

Organizing to Maintain your Office - 1 The Floor

I am committed to education. I am committed to educating my clients with new behaviours and habits to keep their lives organized. I have heard it said that insanity is doing the same thing over and over again and expecting a different result. If my clients continue to do what they have always done - their lives will once again be full of the clutter that I help them control/purge/manage and they will be no more organized then before we started working together.

This week's posts will address basic, simple habits to help you keep the clutter at bay. Organizing does not have to be complicated. In fact, the less complicated your routines the more likely anyone - you, your spouse/partner, your children - are likely to follow them. Keep it simple and focused - keep the clutter away.

Habit 1 - Clear the floor.
Spend 15 minutes at the end of each day clearing away the debris off your floor. Refile the file folders that you dropped their. Pick up the paper and recycle or file. Return the books to the book shelf. Look under your desk. Is there an old pile of shoes? Throw out the ones you no longer wear and put the others in the closet with your coat. Anything that doesn't actually belong in your office can be returned to its rightly location.

If you are doing this exercise at home, and you have children, they can easily help. Bear in mind, it does not need to be a lengthy process. Give the children 15 minutes to run through the house and pick up/put away their toys, books, homework items, sports equipment. Consider giving a reward when they are done like reading them an extra chapter of their book or a Popsicle.

There may be lots of clutter on the floor when your first start. That's OK. Try this for 28 days without a break and I guarantee you that by day 29 your house will be tidier and you will feel more organized and in control of the clutter.

Tuesday, March 10, 2009

Recession Strategies

"Who has time to organize?" you ask. "My boss has just been let go and a dozen colleagues have been downsized. A neat office is not on my priority list."

While a neat office may not be high on your priority list, A1 performance ought to be. In these difficult economic times, you want to be sure your high performance is facilitated by your organization level and not hampered or impeded by your lack of organization.

And if you think you have hidden your disorganization from your colleagues and boss for these past years - think again. Most managers have a pretty good idea of who is well organized and who is not. For one thing, organization and performance are frequently related - your colleague next door with the clean desk doesn't waste any time in getting your boss the report he/she needs or following up on that very hot sales tip.

If there were ever a time to commit to improving your organization level, now would be it. Start with either your desk or the floor. Get rid of the extra paper, shoes, garbage, recycling and boxes. It will speak volumes to those in charge about your commitment to productivity.

Wednesday, March 4, 2009

More on Labelling E-files

You have no problem handling file names with dates attached but now you are wondering "How do I label files so that my most frequently used items come to the top of my list when my computer only files by number or alphabet?"

Use letters like numbers to help your computer file by frequency of use. If you use a file often, start the file name label with an A (or AA, AAA depending on the number of files you are labelling). Start the file name of those files used least often with a Z (ZZ or ZZZ etc.)

Your computer will obligingly file alphabetically reading those letter first and your files will be listed according to frequency of use.

Wednesday, February 25, 2009

Solutions for Limited Real Estate

Is your desk too small for the stuff that sits on top of it? Are you feeling cramped and penned in by hot files, current files, your computer and just the mere presence of your coffee cup?

Whenever possible, move to vertical storage and even a vertical desk. what? Put my desk on the wall?

Pretty much, that's it. consider placing shelving units above your desk or, if space does not permit, even to one side of your desk. Then set up the items off your desk onto the shelves. Those things you use daily will be closest to you while the occasional items can sit on the shelves farther away.

Monday, February 23, 2009

Ecofriendly Labelling

While there is no doubt, many of us print as little as possible, sort only what we can't avoid and file what is left over, paper seems determined to be here for a long time. As a result, paper files are still an organizational structure that must be managed.

Here is a tip to limit the number of file folders that end up in the recycling. When labelling the folders, use a file label to write on. They are readily available from most stationary or business supply stores like Grand and Toy or Staples. If you put the file name right on the label, when that file is finished, the file folder can easily be reused by simply putting a new file label over the old one.

Wednesday, February 11, 2009

Anniversaries are Special

Are you using your electronic calendar to it's fullest potential? It can help you organize some of those annual other repeat events that are worthwhile remembering - like your best client's birthday.

Book the event into your electronic calendar and use the Recurrence function to book it again the next time it occurs. Then set a reminder a few days ahead so that you can prepare for the event, like calling him/her up with good wishes. Won't you look organized!

Tuesday, February 10, 2009

Travel Light

Are you still fussing with liquids and containers when travelling? Have you invested yet in the travel size containers for your business travel kit? Make the commitment. They are widely available in a variety of price points. Do yourself a favour and pick up a package.

They usually come with several bottles and a couple of jars, all measured to meet international travel requirements. I have found them available at Canadian Tire Corporation and the Solutions Store. They fit perfectly and without fuss into most travel kits - even for those of us who don't travel as much!

Thursday, February 5, 2009

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!

Friday, December 19, 2008

Plan Your Return

For many people, today is the last day in the office before a couple of weeks vacation over the Christmas holidays. For others, the last day may be next week or early January before a relaxing vacation in a hot, sunny locale. (I wish!)

Whichever the case for you, take time today to Plan Your Return! Thirty minutes is all it takes to get a grip on the first day back. You will thank yourself - and who knows, maybe I'll get a titch of credit - when you return and realize that you already have control over the back log of work and your top priorities. Think how impressed your boss will be!
  1. Clear out the top of your desk even if it just means sorting into piles so that you know what's there. Make sure the majority of the top of your desk is a clear work space. You will be able to return to your desk, sit down and breath. Breathing is good.
  2. Schedule your top priorities for your return. Check your schedule of projects and start a list of activities that will require your attention as soon as you return. Book time for these activities into your calendar. Anticipation is powerful.
  3. Containerize your mail. If you will be receiving mail into your office while you are away, nothing takes the glow off a sunny memory faster than an overflowing Inbox. Consider a larger container for the duration of your time away from the office. It will help to keep the paper organized before it even gets to you! Containing the clutter keeps you in control.
  4. Clear the floor under and around your desk. Take home the 12 pairs of shoes (at least 11 of them). Return the dishes to the kitchen. Throw out the garbage and recycling (or leave them at the door for pick up). If necessary, resort to containerizing and stacking the rest to open up the space and free the energy around your desk. Energy is good.
  5. Check the view from the door. You are going to need an organized, powerful view when you first return in order to get a jump start on those ambitious goals to be organized and exceed your quotas for 2009. Organized is powerful.

Have an awesome vacation.

Wednesday, November 19, 2008

What's Your Organizing Personality Type?

Are you visual person susceptible to the noise of many different items of different sizes and colours on a shelf?

Are you a tosser who like to "toss" items into a storage bin/basket/file/drawer?

Are you auditorily inclined? Do you find yourself talking to yourself all the way through the next year's budget preparation complete with a "There, that's done for a year!" when its complete?

Much the same way we have preferences in the way we process information and respond to new opportunities, we all have organizing personalities. Your organizing personality is related to your learning preferences and generally falls into the categories of visual, auditory, or kinesthetic. There are however, many other ways to organize. Some people have a tendency to organize by time.

Understanding what your personality will help you to tailor your oranizing systems and process to match your personality. A mismatch wil lead to systems which don't get used and process which fall apart with the resulting disorganization that ensues.

To determine your personality, what and listen to how you organize at your desk. Do you talk out loud (auditory)? Do you like to sort your files by colour (visual)? So you like to sort by date? Do you prefer all your surfaces to be clear but don't care about the inside of your drawers or cupboards? Do you need everthing out where you can see it (visual). Do you like to get up and file or toss things in your office (kinetic)?

Wednesday, October 22, 2008

Organizing out of Procrastination

Are you a procrastinator? Are you overwhelmed with the tasks at hand and would rather just avoid them?

Here is an excellent, short discussion around procrastination at the office and what to do about it:
http://www.lifeorganizers.com/office/procrastination-at-work.htm

Friday, October 17, 2008

Top 5 Series - Strategies to Increase Organization in your Business

You've been working diligently to increase your personal organization. As the paper clears and the dust settles, you realize your staff are also working in a cluttered, ineffective environment. It's time to change the culture in the office from "No one really cares since these aren't public offices" to "We are proud of the professional environment in which we work". These strategies will help.

  1. Set the standard yourself. As head of the organization, directorate or department, your leadership sets the tone. If your office is a pile of disorganized papers, you give your staff the impression you don't care what the place looks like. Why should they? I know, I know. You can find anything you want in the office right? Are you sure? How long will it take you? And if you don't show up tomorrow is that the way you want your leadership role remembered?
  2. Start talking about professional presentation and image at meetings. Add it to performance appraisals to make staff accountable.
  3. Ensure that every staff member has immediate access to a blue box for recycling; right beside their desk in place of a garbage can wouldn't be tool close.
  4. Ensure that every staff has the tools they need to be organized in their work space. Do they have reasonable access to appropriate filing space? Do they have a desk that works? Is there a book shelf or alternative for holding company policy manuals or obligatory preventative maintenance reports? If you aren't sure what is missing or why an employee is so disorganized, consider having a professional organizer conduct an assessment of the work space in question. There may be more complex organizational issues that the employee is struggling with.
  5. Schedule a semi-annual clear out day. The rules for the time are simple. Everyone participates in a clear out of their work space on this day. No other meetings or activities are booked. Order lunch for the gang.

Tuesday, October 14, 2008

Managing Email 3

I am going to stay with the email theme. A common challenge for all of us is dealing with the email messages in the Inbox that have been read but not deleted or filed. Some days/weeks/months later there is a significant backlog and clearing it out is such a huge task we all avoid it.

Try this: Dedicate 10 minutes every working day for a month to email clear out. Start by changing the sorting criteria for your Inbox (just for clearing out purposes). If you have email sorted by Date Received, switch to Sender or Subject. Start anywhere at all, it doesn't have to be at the top, and quickly scan the messages in the reading pane. Notice how your perspective on the messages changes?

By changing the order of the email on your screen, you change the perspective for your brain which is often all it takes to boost the Keep or Delete decision making process. In organizing, its the equivalent to moving all the material you need to sort through out of its usual living place and sorting it in a completely different environment. Try it and remember: 10 minutes a day.

Wednesday, July 30, 2008

Tips for Managing Dyslexia

Individuals coping with dyslexia are often looking for strategies to support them both in the workplace and at home. As a professional organizer, I am often asked about organizing strategies for managing varies learning disabilities. This knol, recently written by Sandra Crux, may be helpful to those of you who are managing with dyslexia. The knol, or bit of knowledge, is designed to be an authoritative article on a subject. Ms. Crux provides a comprehensive collection of strategies for managing dyslexia both for adults and childrens. I hope you find it helpful.

http://knol.google.com/k/sandra-crux/dyslexia-4-using-organizational/8d8s0hdum67q/5#