Archive for the ‘Office Organizing’ Category

How to get organized when you don’t feel like it

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The other day I decided to organize my one and only recipe binder. Most recipes I look up online. A few I take from cherished cookbooks and an old 3-ring, 1-inch recipe binder I’ve had for years.  I found myself wanting to organize the binder recently after it took me a little too long find a recipe I needed.

When I started the process of organizing the binder- emptying the contents, sorting each recipe by category, disposing of the ones I knew I would never make again, then putting them back in order – I thought to myself, “I really don’t feel like doing this right now.”

Being organized is all about developing an organizing habit.  It requires a thought, a motivation, an acton and a result.

Developing an organizing habit comes from a desire to continually survey your environment and be willing to improve your surroundings so you can function on a day to day basis with more ease.

It takes a willingness to regularly decide whether or not this thing or that still serves you or adds value to your life. Once decided, it then should be followed up with action – a choice to retain and store it logically and aesthetically, or to let it go to to find a new life somewhere else or to dispose of it safely and conscientiously.  It’s not easy. Even sometimes for an organizer.

I had no strong motivation, nothing forcing me to undertake this little project. I also realized if I wanted to find a recipe in the binder, I still could, if I was willing to tolerate the inconvenience of looking for it (I was).  There were other more pressing priorities in my life.  I’d just returned from a trip to New York and was still adjusting to the time change and catching up on my to-do list.

Now back home, I realized, “I’m tired.” I thought it would be nice to get this done, but it wasn’t really necessary right now. I can live with it the way it is. Further, I just didn’t have the bandwidth to make decisions or take on any actions. This, I thought, is just how my clients  feel.

It’s nice to be organized but let’s face it, it’s not always easy to get organized. When do you really have to get organized? It differs for everyone but in general here are some reasons you don’t have to get organized:

  • If what you want to organize is good enough and still usable (like my recipe binder)
  • If you (and your family or housemates) can still find what you need when you need it without too much effort
  • If you are okay with your home looking “lived in” and doesn’t have to look like it’s staged for sale
  • If you are not regularly losing things, paying bills late, incurring late fees, or paying for things you already own and can’t find
  • If you and your family are not fighting over the clutter in your home
  • If you are not feeling stressed every time you open your closet
  • If you are enjoying your life to the fullest

Here’s when you probably should think about getting organized:

  • When you are selling your home or moving
  • When you are planning a remodel
  • When you or a member of your family has to downsize for their own safety
  • When you feel the stress of your paper or physical clutter impacting your wellbeing or mood more days than not
  • When you and your family are arguing over the clutter in your home
  • When you realize you feel ashamed or embarrassed to have people into your home when you otherwise would
  • When you’ve used up your storage space or can’t use your storage the way it was intended (e.g., parking your car in the garage)
  • When you find yourself renting storage units for more than a year (this is a very costly way to defer organizing)

I frequently meet people who when they find out I’m a professional organizer will say, “oh, I need you!” but in fact they really don’t because they’ve learned to live with and tolerate their cluttered closets and messy garages. They put up with the fights with their kids or their spouses. Or they just don’t feel like doing it even when someone can do it for them because it’s one more thing on their to-do list.

Most people realize the time to get help is when the disorder exceeds their ability to tolerate the consequence. It’s when it costs them more in money or peace of mind to do nothing. Sadly, this is also when they are least equipped to take on the task.  Like me in that moment with recipe binder, they are  just too tired and there’s too much else they have to get done first.

Think you want to organize your office? What’s it costing you not to? What can’t you do now? How would it help you if you could find what you need when you needed it?

Want to organize your kitchen, living room or closets? What’s it costing you not to?  Are you unable to prepare a meal?  Are you fighting with your spouse because there’s no place to sit and play with your kids in your living room?

Are you feeling sick to your stomach every time you open a closet, cabinet or cupboard because the mess is unbearable?

Are you moving and waking up nights thinking about how the heck you’re going to get all the stuff from your 2,500 square-foot home into a 1,200 square-foot condo with no garage!?

I often say to my clients, don’t let the small stuff get in the way of the big stuff. What I mean by this is consider the cost of not taking action.

If it’s small, like my deciding not to organize my recipe binder right now, there is relatively little consequence. But if you defer taking action or decide you can do it all yourself, consider the cost to your health, your marriage, even your dreams and goals. For those large painful organizing projects that are impeding your life or causing you great stress, it’s not whether you can afford to do it, it’s whether you can afford not to.

 

 

 

 

Give Mom what she really wants! Less paper clutter, more family time

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Mother_and_Daughter

This year, why not give your Mom what she really wants for Mother’s day.

More time to spend with her family, and less time to feel overwhelmed by her clutter, especially all that paper!

Here’s what you can do:  Suggest to Mom that you’d like to give her the gift of organization so she can feel more in control of her life and less stressed by all the paper clutter in her home.  You can help her yourself or better yet, hire a Certified Professional Organizer, who can quickly identify and sort all it all.  Once sorted, you can purge what’s no longer needed and contain what’s left either in labeled paper or digital files according to your mother’s preference and ability.

If you decide to do this yourself, make it a time not just to plow through those piles but also to share the memories with Mom.  Whatever you do though, don’t chastise Mom for keeping everything. No one was born with an “organizing gene” and the rules around paper have changed considerably since she was young, especially now that we are in a digital age though she may not be.

Most of what we keep, as much as 80% according to several studies, we never refer to again. Old bills, especially utility bills, make up the bulk of what I’ve seen the most of when helping my clients tame their paper piles.

I’ve seen floors literally buckle under the weight of boxes upon boxes of retained paper.

Even if all the paper in these boxes were accidentally tossed the chances of needing anything in them is statistically small. That being said, there is always a chance that those boxes contain confidential information so to protect your Mom’s identity I recommend you arrange to have it picked up by a residential document destruction company in your area.

Shredding these papers protects your Mom from others using her confidential information fraudulently.  If you chose to to this yourself, be especially mindful when you are tossing documents containing the following:

  • Social Security Number (in full)
  • Credit Card Account Number (in full)
  • Driver’s License Number (in full)
  • Medical Record Number (in full)
  • Account Number (in full)

In recent years the practice of including full account numbers has changed to protect individual identities but that has not always been the case. If your Mom has kept documents for more than 10-15 years, it’s possible some contain this type of confidential information.  Note however, documents that contain just a name, address and phone number are part of public record (remember old phone books?) and nothing can be done with this information alone so it’s safe to recycle these.

To get started, you will need a cardboard or plastic box labeled “SHRED”  to contain documents for destruction. You will also need a supply of paper bags or boxes labeled “RECYCLE”  and a smaller receptacle for “TRASH” such as the plastic that contains magazines and other junk mail.  Lastly, you will also need a work surface. If table space is scarce, use a folding table or large ironing board if available. Use a “sharpie” for labeling if needed.

These record retention and destruction recommendations are general best practices and not intended to replace the advice for you or your Mother’s specific situation, especially if she is ill, disabled, or in dispute with the IRS.  In these cases, consult with your tax preparer or another legal professional.

SORT

To get you started, start with whatever loose paper is most visible on surfaces, tables, desks or the floor. Open all mail and sort all items, including individual files and documents into the following 5 categories:

  1. Financial
  2. Medical
  3. Legal
  4. Home
  5. Personal

Financial includes: old and unpaid bills, store receipts paid in cash (if you are tracking your mother’s cash expenditures), bank statements, investment statements, tax returns, pension documents, social security information

Medical includes: Medical history, prescription records, explanations of benefits, prescription receipts,  and health insurance and/or Medicare documents specific to your Mom

Legal includes: Life insurance policies, veteran records, estate planning documents such as wills, trusts, power of attorney, health proxies or living wills, birth, adoption, marriage and death certificates

Home includes: Property insurance records such as home and auto, mortgage records including records of satisfied mortgages, appliance warrenties

Personal includes: Educational and work history, cards, letters and other correspondence, general reference such as “project” or “idea” files.  Binders that contain old training material, photographs,  professional or published papers written or contributed to by your Mom and anything of a personal nature that could not be replaced if lost.

PURGE

As you do this you can toss the following: empty mailing envelopes, obvious junk mail, expired coupons, store receipts paid by by credit or debit card and old user guides or warranty information for products or appliances no longer owned.  Keeping a focus on sorting will make purging later go that much faster.

Next purge (shred or recycle) the following from each of the five piles:

  • Financial: Old paid bills, store receipts for low value items, checks from closed accounts, investment statements except current month or quarter, tax returns from more than seven years ago. ATM receipts – unless tracking cash withdrawals
  • Medical: Outdated medical information, explanations of benefits, receipts for prescriptions paid by insurance, any documents not specific to your Mom such as marketing and general information
  • Legal: Cancelled life insurance policies, cancelled or expired contracts
  • Home: Cancelled insurance policies, repair records for cars no longer owned, mortgage bills already paid, any reference material not referred to in over a year or that can easily be found elsewhere or online. Anything printed off the internet.
  • Personal: Any personal reference material that has not been referred to in over a year (such as old recipes, remodel ideas, maps, wellness or hobby information, old magazines, binders containing old training material, greeting cards signed by unknown people, out-dated resumes, any document that can be easily found online.  Children’s school records and drawings if not displayed. Take a digital photo instead. Personal papers such as these will most likely take up the bulk of your Mom’s paper files.

KEEP and CONTAIN (either file or scan)  

Use this as a guide for setting up your paper or or electronic file system

FINANCIAL RECORDS

  • Tax returns and current tax information including receipts used for deductions for future tax returns
  • Bank statements and investment statements by account name and last 4 digits of account number – most recent three months unless your Mom will be applying for assistance under Medicaid or MediCal. In this case she will need the last 5 years of bank statements.
  • Credit card statements by account name and last 4 digits of account number – last three months only
  • Life insurance by policy name – keep while active
  • Social security account information
  • Pension documents

MEDICAL RECORDS

  • Records of health history, prescriptions taken and major conditions
  • Lists of physicians, specialists and other providers seen or consulted with
  • Insurance/Medicare/MediCaid account information

LEGAL RECORDS

  • Estate planning documents (birth, adoption, marriage, death certificates)
  • Heath proxies, power of attorney documents
  • Veteran records
  • Records of satisfied contracts or any current contracts

HOME RECORDS

  • Mortgage documents for current home
  • Records of recently paid household bills (less than one year) – if possible, set up auto pay and have bills issued paperlessly via email.
  • Records of property insurance (home, auto, other assets)
  • Warranties, appraisals or certificates for high value items (value greater than $100 per pound)

PERSONAL RECORDS

  • School transcripts/Official records such as diplomas
  • Records of work history (most current)
  • Cards, letters and other correspondence if it has historical or resale value (emotional value is optional)
  • Professional, written or published work if it has historic importance to the general public or a particular industry for archiving purposes
  • Anything that could not be easily replaced with strong emotional value

TO-DO or ACTION Paper

Finally, identify any documents that require some kind of ACTION or to-dos that your mother feels are worth her time such as bills to be paid, forms to be filled out, greeting cards to be mailed, or items she wants to discuss with another professional. Put these items in a separate mail sorter on her desk or workspace, keeping the bills separate from everything else. Don’t put anything here that needs to be filed or contained. Any retained magazines should be placed where your Mom likes to read them.  Once she is done with these items they can be filed, contained or tossed as needed.

After you spend a few hours helping her, then take her out for lunch or dinner so you can both relax and enjoy some quality time together, knowing that you’ve made some room in your lives for what matters most.

 

 

10 Little Lies That Keep You Disorganized

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Little Lies


Anyone who juggles life’s internal and external demands, whether that be a promise to stay healthy or a need to get things done at home or at work, will recognize themselves in at least one of these 10 little lies.

The lies themselves are a kind of time rationalization, says Dr. Ari Tuckmam, author and subject expert on adult ADHD.  The lies people tell themselves keep them disorganized or stuck in bad habits. How close in time something has to be done is what determines whether or not we take or avoid action.

For example, if a deadline is looming within days or hours, we may be more apt to take action then if it’s weeks or months away.  The closer something is to the present the more we see and feel its impact. This can either be felt as pleasure, such as a having our favorite food nearby or painful, such doing our taxes or preparing to move.

In essence we are constantly asking ourselves, “Is it better to suffer in the present to experience joy in the future or should we aim to enjoy the present moment at the expense of possible future consequences?”  It is an ongoing tug-a-war between the pleasure-motivated side of our brain and the executive function that helps us to make wiser choices that can also feel inconvenient or downright painful.

How many of these 10 little lies do you tell yourself?

  • I can do that tomorrow
  • I’ll put that away later
  • I don’t need to get organized; I remember where everything is
  • I don’t have to write that down. I’ll remember.
  • This will just take a minute
  • Sorry, I was late….traffic!
  • I’ll just start after a quick break
  • I’ll just work twice as hard tomorrow
  • I’ll get to that in a minute
  • I don’t need to do that now

People fall somewhere on a continuum between complete impulsivity (those with attention issues) and overly diligent (those with obsessive tendencies).  Those with better self awareness fall somewhere in the middle, says Dr. Tuckman.  When you find yourself using one of these little lies, Dr. Tuckman advises stopping to pause and visualize the outcome as both your “today self”  and your “tomorrow self.”  Introducing that momentary pause and visualization can sometimes cause you to do something – like scheduling that appointment – and make the difference between staying on track or going off the rails.

Need help getting organized? Call us to schedule a free project assessment, by phone:  510.846.1976

 

*Used by permission: Ari Tuckman, PsyD, MBA West Chester, PA  For more information visit http://adultadhdbook.com/

3 hogs taking up space in your home (and they’re not your family)

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Are you moving, getting ready for a remodel or simply want more room in your home with less clutter? Here are three common space hogs and what you can do about them.

  1. Other people’s stuff. Did you agree to store things for your kids, relatives or friends for a few months but now those months have become years? Tell your kids or your Aunt Sadie you are moving or remodeling (even if you aren’t) and kindly ask them to arrange to get their items since you will need the space yourself. Set a firm deadline – a month is reasonable in most cases – and ask for their permission to sell or donate them — at your discretion — by a certain date if they don’t respond by that date.  That way you’ve done your due-diligence.

  2. Boxes from your last move (and likely the one before) that never got unpacked. Remember those boxes? I’m guessing you don’t but apparently they were so important that you bothered to move them at all. Chances are they contain one of the following:  Old papers, memorabilia, holiday supplies, stuff belonging to your parents (or kids)  that you just couldn’t face, or all those items that you don’t use but couldn’t throw away at the time.

    If you are moving, are you really going to pay to have those boxes moved again?!

    Here’s what to do about them starting with old papers: Unless you ran a small business, and they contain your tax records for the past seven years, get rid of them. Arrange to have a local shredding company pick them up  or take them there yourself but don’t waste your time shredding them. Memorabilia: We keep memories for just this moment. No one else cares about these memories except you. If you want to leave a legacy for your children, don’t make it those boxes that have gathered dust in your garage or attic. Holiday supplies: Unless you used them last year, donate them to a charity that accepts art supplies. Stuff that belonged to your parents (or kids) that you coudn’t face: Refer to #1 above.

  3. Magazines and old mail.  There are certain magazines I love to read but once I’ve read them, they get recycled. Except in rare cases such as vintage out-of-print magazines, most collectors and charities don’t take old magazines.  If you want to get rid of them, gather them up in small book boxes (so you can lift them) and carry them to your home’s recycling area. Most municipal recyclers won’t charge for paper recycling.  As for old mail, you have three options: 1) pay to have it all shred. Depending upon how much you have, this could be costly but it will be the most timesaving approach and insure your identity will be safe.  2) Have a sorting party. Invite two or more people to help you sort your piles into keep, shred or toss. Keep includes “vital records” such as original birth and death certificates or personal memories that can’t easily be replaced. Shred includes any document, opened or not, from a banking or financial institution if it’s not obvious junk mail. Don’t waste time opening them if you’re not sure. Toss is everything else. 3) Hire a professional organizer or productivity specialist that specializes in residential or home office organizing. They can advise you about what to keep and help you sort and dispose of your unwanted paper safely.

Protect your home from the space thief

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Is the stuff in your home stealing your space? If so, you are living with a space-thief.

In the San Francisco Bay Area, the average cost per square foot of space is upwards of $250. That means if you have a clutter, your space thief is doing a thriving business!

Everyone has some degree of attachment to their possessions; An old desk belonging to your great grandmother; A collection of figurines, each one representing a different travel experience you took with with your mother, now gone; Photo albums of your childhood, your ancestors and now your own children and grandchildren.

I am not suggesting, whatsoever, that you let go of the things that give meaning to your life. But consider this: What if those meaningful items are stored in your basement, garage or attic, amidst the debris of old moldy boxes, sporting gear you haven’t used since 1987, and a shelf full of rusted, empty paint cans?

If you’ve maxed out your storage in the living areas of your home with stuff you don’t even care about, you are living with a thief, a space-thief. The space-thief is stealing your space, by replacing it with clutter, you don’t want or need. 

It’s time to take back your home from the space-thief!

I’ve come to appreciate the term “curate” instead of declutter. It implies something less negative, less demeaning about the things we keep.

The word curate, comes from the latin word cur meaning “care.” A Curate, according to it’s original meaning, was a member of the clergy who took care of the parish. Later, the term curator came to mean one who was charged with the care of something, such as an exhibit, museum or collection.

Approach every clutter issue as an opportunity to be a curator for your own home or office.  In organizing terms, think of your home as you might think of a museum or art gallery. The value of your home’s contents isn’t defined solely by its market value.  There is also value when you can use and enjoy what you own.

A museum or gallery has storage areas to preserve, protect or restore items, typically not open to the public, but it’s the galleries, exhibitions and public spaces that are enjoyed and worth seeing. If your home is more of a storage area than a place to enjoy, you’ve been robbed – by the space-thief.

Here are some ways you can approach your home as a curator and protect yourself from the space-thief in your home:

  1. Sort and categorize items according to type or theme and then decide which are the ones that best fit the theme, spark joy or hold meaning for you now. I once had a client who loved vintage kitchen tools. She had a great collection of vintage egg beaters. Instead of having them stored in a box, she eliminated the duplicates, let go of those not worth repairing and then kept her favorites. The result was a whimsical display that made her vintage kitchen not just functional but a fun place to cook!
  2. Consider a “bequest” of things you no longer value yourself to others you know (or don’t) for the joy of giving. Offer unwanted items to a specific individual by a specific date. Don’t just put it in a “gift” bin. If they pass or don’t meet your deadline, you can opt to donate it to someone else or to charity. Just don’t let it stay too long once you’ve decided to let it go. Doing so, is like giving it away to the clutter-thief.
  3. Choose which items you want to share with your family, friends or simply enjoy yourself and determine the best home and way to display them. If it’s worth keeping, it’s worth using, sharing or enjoying. If it’s surplus – then decide where you will store your “surplus” but know that keeping too much surplus, just in case, is also the same as giving it to a space-thief.
  4. Beware of counterfeit items you thought had value to you, because you’ve kept them, and realize they are actually just stealing space from your home (or office). An old client had kept a valuable desk belonging to her ex-husband. She never liked it and now she was forced to see it every day, which only brought up unpleasant memories. Even when something has market value, if it is stealing space and joy from you, it is not worth keeping. She sold it and used the money to buy herself a desk she could truly call her own.
  5. Take time or get help to contain, display and safeguard your contents for their safety and protection as well as for your own. If your valuables are buried in a pile of clutter on the floor, not only are they at risk of damage but one false step and you could be out of commission yourself.

 

3 Short Answers to Solve Your Office Organizing Problem

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Editor’s Note: This is an introduction to the system I created to help people who struggle with too much paper. White desktop computer on Tidy Desk

Believe it or not, there are only three kinds of paper.

It doesn’t matter if it’s your first novel, your 2009 taxes or a bubble gum wrapper. The key to organizing paper is to remember these three types and know the difference between them. They are:

Paper you Act on

Paper you Contain

Paper you Toss.

Most people get stuck in paper clutter for three reasons.

  1. They don’t have a system for organizing and managing it
  2. They are afraid of accidentally tossing something important so they hold on to it “just in case.”
  3. They hold on to it with the intention of doing something with it “someday” but never do.

Unless you take some kind of comfort from having a lot of paper around you, I’m going to assume you would prefer to have less.

The ACT system is actually quite simple. It just takes a little practice. The key to it is remembering that the goal of the system is to minimize the amount of paper you actually keep. If that’s not your goal, then consider what value all that paper has in your life now?

The ACT system is an acronym for Action, Contain, Toss.

Paper you act on is either a task or a project that’s worth your time to complete.

Paper you contain will likely be referred to again, or you are required to keep. (Everything else is optional!)

Paper that has no value to you should be tossed or safely disposed of.

Here’s how to use the ACT system to organize your paper:

For every piece of paper that comes across your desk, whether it be a business card, a magazine, a contract, a pad of paper, an invitation, notes to yourself, etc., you should ask yourself these three questions in successive order:

  1. Is there an IMPORTANT Action I need to take with this piece of paper that is worth my time? (Reading and filing don’t count.)  If your answer is no, then before you toss it, ask the next question:
  1. Is it LIKELY I will need to refer back to this piece of paper again and would it be difficult to find it elsewhere? If yes keep and Contain it. Otherwise, go on to the next question:
  1. Does it display any personal or confidential information that I would not want others to see? If not, then you can Toss it.  Otherwise shred it.

The key to taming your paper monster is making the ACT system a regular habit.

  • Spend a few minutes each week sorting your incoming paper, mail and other documents according to the ACT system
  • Take action on those tasks and projects that you decide are worth your time
  • Contain only what you are likely to refer to again and can’t find elsewhere
  • Minimize the amount of paper you keep – what may have been important last year may not be now. It’s okay to let it go.
  • Maximize the amount of paper you toss – and protect your identity as you go. If you’re not sure, ask a professional.
  • Make peace with your paper piles by incorporating desktop containers, files and other organizing products that fit your own personality and style.

For more help on how to get organized at home, call us to schedule a visit.