Posts Tagged ‘Office Organizing’

Paper you can toss (or shred) today without fear

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Even if you do everything on your smart phone, paper is still a fact of life, as is identity theft. Knowing what paper is safe to toss is not only a good habit, it will help minimize your chances of being a victim of identity fraud and make it easier for you to know just what to keep (e.g., for tax purposes) for when you want to get organized.

TIP: If you don’t have a shredder, use a black marker to hide any confidential information on documents that contain an account number, medical record number or social security number before you toss. Items that may include this information are noted below with the word shred.

TIP: Be sure you keep and regularly empty a recycling bin in the area where you do your paperwork.

 *These are general recommendations for household paper. If you own a business or have extenuating circumstances, such as you owe back-taxes, consult with your tax preparer or consult an attorney about your specific situation.

 What to toss…

Pages you’ve printed off the Internet that don’t contain anything about you personally

Online account information you can easily find on the Internet

Brochures, flyers or marketing material for events or products that don’t interest you anymore

Outer envelopes of mail you’ve received, even if it has your address.

Paid bills after one year if you are not claiming them on your taxes (shred).

Business cards for people or companies you would never do business with or meet for coffee.

Loan documents when your loan has been sold or paid off (shred).

Closed bank account statements and checks (shred).

Greeting cards from people you don’t like or remember (Recycle)

Your child’s scribbles and instead curate and take photos of your favorite artwork and rotate their latest creation as part of your “collection.”

Investment statements, excepting your year-end statement and any records of trades (shred).

Bank statements after one year unless they contain expenses you’ve claimed on your taxes (shred).

Prescription receipts unless you claim them on your taxes (shred).

Credit card statements after one year unless they contain expenses you claim on your taxes (shred).

ATM and store receipts more than 30 days old.

Paycheck stubs more after one year. Keep your W2 and tax return instead (shred).

Copyright: Lis McKinley, 2017

 

Lis McKinley, M.A., is the owner of LET’S MAKE ROOM based in Oakland, California. She is a Certified Professional Organizer and Move Manager specializing in helping homeowners and other residential clients get organized to move, remodel or simply enjoy their homes more with less of what they don’t need.

Confronting our monsters

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At 8:00 this morning, I had my own private celebration. It took place in my head.

An hour earlier I was driving and thinking about how terrifying it must be for some of my clients to do the one thing that scares them the most; To finally confront what’s kept them from moving forward in their lives because they feel overwhelmed and stuck and it’s showing up as piles of papers, boxes and who knows what else, on their desks, on the floor, in their drawers, everywhere.

I was thinking about what it means to do the one thing that scares you the most and to have the courage to do it anyway because you know you have to. Because you know not doing so will have far greater consequences.

For people who are chronically disorganized, the consequence of not facing their fears can be enormous.  For some it’s a loss of control over their lives. For others, it’s isolation. I know people who have lost their children, their spouses and their very security because of their inability to face their fears head on.  I also know people who have shown great courage and have discovered the meaning of making room in their lives.

My fears are about public speaking. And yet, as a small business person I know the value it brings to others in the form of information and sometimes even inspiration. But I do it quite frankly because I have to. Working with people in their homes and in their offices or helping them move is tactical but it’s also very personal. I know that if people see me and feel I am someone they can trust, and recognize I  have the expertise to help them, then they often will remember me when it comes time to organize their offices, or their bedrooms or help them plan and oversee their move to a new home.

The Paper MonsterThis is what I was thinking at seven o’clock this morning, on my way to speak to a group of fifty small business owners and entrepreneurs about how to face their fears, specifically about how to confront their own Paper Monsters.  I did this presentation a few weeks earlier and it had not lived up to my expectations  – perfectionism, my monster, rearing it’s ugly head, yet again –  and now I was getting ready to face him again.  Was I scared? Petrified, which is why at that moment I started thinking about my clients.

“If  they can have the courage to hire me, then I can damn well find the courage to face my fears as well, ” I thought.  And so I did. And it went fine. It wasn’t perfect but it was good enough. And that’s good enough. But to be honest, I’m glad it’s over. At least for today I can celebrate.

Tomorrow, I do it again.

Are You A Hider or A Piler?

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Is your stuff – paper, possessions, or supplies – out in the open where you can see it?
Do you forget, ignore or lose what you can’t see?
For you, is out of sight is out of mind?’

On the other hand do you prefer to have everything you own tucked away  – in a drawer, cabinet, or closet?
Do you feel unsettled, anxious or out-of-control when things are not stored, stowed or put away?
Do people always remark at how tidy your home looks?

If the first example sounds more like you, consider yourself a Piler.  On the other hand, if the second example resonates more strongly with you, you are probably a Hider.

The terms Hider and Piler represent two types on an organizing continuum. Generally people fall somewhere along the continuum preferring one kind of organizing habit over another. These are not absolutes. Understanding your – and others – preferred type can help you learn ways to be and stay organized as well as to help you better understand the habits of others. For couples, its common for one partner to be a Hider and the other a Piler. Understanding your partner’s style and how they think about organizing will help keep the peace at home.

The most important thing to know is that both Hiders and Pilers can be equally organized or disorganized.

Take a look at the pictures below:

The column on the left represents two versions of a Piler organizing style: An organized Piler, as represented by the store that sells beads and other jewelry making s

upplies and a disorganized Piler  as illustrated by the photo of the cluttered office.

The column on the right represents two versions of a Hider organizing stye – an organized Hider as  represented by the physician’s examination room and a disorganized Hider as exemplified by the cluttered drawer.

Organizing styles can be dictated by function – such as the need for safe and sanitary conditions as in a doctor’s office or the need for customers to find what they are looking for quickly and easily as in the bead store example. For most people, however, organizing styles emerge from our individual personalities, learned habits or in some cases, physical or emotional conditions.

It’s helpful to think of Hider and Piler as preferences, rather than extremes, with most people falling somewhere between them but leaning towards one or another at varying degrees.

While I have not conducted a scientific study about organizing preferences, in my experience as a professional organizer, I have found that Hiders and Pilers also share some other characteristics.

For example, Pilers, because they like items out where they can seem them, may not benefit as much from conventional organizing methods.  An example of this is a standard two-drawer file cabinet.  A better solution for a Piler is an open file drawer on wheels that allows them to see and file their papers and then stow them away as needed.

Many of my clients who I would consider Pilers are artists, creative types or visual learners. They are stimulated by various forms of color, design, objects, and words. A Piler who does not feel comfortable expressing himself in a particular environment may find substitutes for filling the space in other ways.

An example of this are artists who earn income in an office setting. To compensate for the design of a standard office cubicle – with things like closed, overhead bins – artists and other Pilers often fill their surfaces with paper, piles or other bulky supplies. When I notice a client doing this, once we’ve worked together on organizing the paper,  I often recommend they find objects, artwork or photographs to fill the space (in lieu of the paper) that inspire them.

Conversely, a Hider may feel torn between her need for order and the desire to consume, purchase or own items of perceived value.  From the outside, everything looks fine, even beautiful. Until you open a drawer, cabinet or closet.  Then suddenly everything spills out in a jumble.   This is what I call the “Jack-in-the-box” phenomenon.

Typically hiders call me when their clutter starts creeping out from the drawers, cabinets and closets because they’ve run out of room.  I often recommend to Hiders that they examine their beliefs about what they value so that they can begin to edit down what they have.  I also remind them that storage areas are valuable ‘real estate.’ If they want to cut down on the clutter-creep they are either going to have to maximize the real estate, through editing, or else be at risk of spending more to house thier stuff. The worst case scenario is when people buy bigger homes or invest in expensive storage units to accommodate items they don’t use, want or need.

A hider can also lean towards the other extreme, purging themselves of all but the minimum necessities, sometimes prematurely, maintaining a tidy space albeit a bit sterile or overly staged.

In the fall I will be conducting an online seminar about Hiders and Pilers. If you are interested or want more information, email me at Lis@letsmakeroom.com.

 

Want to know my resolution for 2012?

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Get Organized for 2012I attended a workshop recently where I was asked to write down my three biggest accomplishments from 2011 and then later was asked to write down my top three goals for 2012.  I was surprised to discover that my biggest accomplishments were all related to my work life while my goals for 2012 were all related to my personal life.  It dawned on me that the bigger message in this was that it was time to start shifting some time and focus to my own well-being.

The top 10 resolutions people make, if they make them at all are, in no particular order:

  1. Exercise
  2. Quit smoking
  3. Lose weight
  4. Quit drinking
  5. Enjoy life more
  6. More time with family
  7. Get out of debt
  8. Learn something new
  9. Help others
  10. Get organized

Some resolutions are about stopping a behavior that is destructive to you and some are about starting a behavior that will contribute to your overall quality of life.

As an organizing specialist, I believe that getting organized does both of these things. Encourages you to end a behavior that no longer serves you and helps you develop new habits that will benefit you immediately and over time. That’s why our motto is “Make Room For Your Life; Not Just Your Stuff”

Here’s an example. Let’s say you decide 2012 is the year you are finally going to be prepared for tax time.  From the standpoint of ending a negative behavior this could mean anything from, “I will not wait until the last minute to prepare my taxes,” to “I will no longer just throw my receipts in a shoebox.”

From the standpoint of starting a positive behavior this could mean anything from  “I will make this year the year I organize and capture all my expenses, income and contributions electronically so that I will have everything ready when it’s time to complete my tax form or send it to my tax preparer,” to “This is the year I will actually get my taxes done on time.”

So this year, make a resolution that doubles it’s impact on your life. But be sure it’s something you really want and are ready to commit to.  Then track your progress by setting up mini goals that make it easier for you to move closer to your larger goal.

Here’s mine for example: I want to lose weight and feel better. Rather than put it in the form of pounds, I’ve decided to put it in the form of a percentage. Why? Because there are real and measurable benefits from losing even 5% of your body weight when you are overweight (as I am).

So here’s my goal with my three mini goals to follow

  • Lose 30% of my current body weight by January 2013
  • Lose 20% of my current body weight by September of 2012
  • Lose 10% of my current body weight by May 2o12 (my birthday month – what better present to give yourself?)
  • Lose 5% of my current body weight by March 2012

So if you are reading this, you can assume I am inviting you to encourage me as I will need to meet my goal.  I will keep you posted and if you like, send me your thoughts, encouragement, ideas and anything else you want to say that will keep me motivated.  Feel free to also send them to LET’S MAKE ROOM’s Facebook page  (http://www.facebook.com/Letsmakeroom) or my Twitter Feed @letsmakeroom or hashtag #letsmakeroom

Here’s to a healthier, happier and more caring 2012!