Posts Tagged ‘Paper organizing’

Office in your bedroom? Don’t lose sleep over it

Posted by

Desk as bedside table

How to keep your office organized when it’s is in your bedroom

You are finally in bed after a long day. You cover yourself with a blanket; feel the warm comfort of your pillow beneath your head and the soft, cool sheets against your tired body. You begin to relax into a night of slumber when you are suddenly startled by the pinging sounds of your computer sending notifications about tomorrow’s busy day. You get up and turn down the volume and get back in bed. That’s when you notice the pile of papers strewn across your desk, in varying heights and reminding you of a slew of unfinished tasks, unpaid bills and projects still yet to be started. You shut your light out, hoping in darkness you will forget the site of all that you have left undone. All of a sudden you see the blinking of all your devices in random rhythms, your router, your modem, your phone.  Your room lights up with a blue blinking glow. You cover your face with a pillow and somehow manage to fall into an exhausted sleep.

In general, I don’t think a bedroom is a great place for your office. Your bedroom should be a place of respite, relaxation and most of all sleep. Yet sometimes, there is no choice. Space is at a premium. You share a home or an apartment and there is no other available space to work.

This doesn’t mean you should lose sleep when your office is in your bedroom. Here are some ways you can minimize those distractions without sacrificing your personal productivity.

  • Hide your desk. Space permitting, hide your desk behind a free-standing, decorative folding screen or room divider. You can buy them online or in most home decor stores. When it’s time to leave work, simply pull the screen around your desk.
  • Shut out and shut down. Turn off or block digital noise and distractions. If you can’t hide your electronic equipment, things like your modem, router, or fax/printer behind or under your desk, place a small piece of dark blue painter’s tape over the lights that blink. Painter’s tape will not harm your equipment and can be easily removed or re-placed. This is especially recommended if you use a guest room for your office. You don’t want your guests losing sleep from all the pings and blinking lights.
  • Re-purpose and reposition. If your room is configured for it, why not turn your desk into a combination bedside table-workspace. That way, you are no longer looking at the desk from your bed. You’ll need a lamp on your desk anyway, so why not make it your bedside lamp. You can also leave a little room nearest your bed for a book or notepad, a place to put your reading glasses, a small plant or decorative item, and a clock or device with an alarm.  In other words, all the things you would need nearby while you’re working.
  • Clear the decks. Surfaces are notorious clutter catchers. No matter what size the surface, they have a way of getting covered with things. Just like you have a home, everything in your home should have a home. Take the time each day to survey what you have on your desk or work surface and decide 1) Can I toss it? 2) Does it need to live on my desk? 3) where else could it live in my home?  Then toss it, move it or take it back to where it lives. No more homeless items!
  • Create vertical storage. Install simple bracket or wall-shelves above your desk area for less frequently used items, books, or reference materials. Use decorative boxes in like colors to contain surplus office supplies. Get these all off your desk and on to a shelf to free up space for working, creating and being more productive.
  • Equalize your workspace. Before leaving your desk for bed, take 60 seconds to put loose items in drawers, loose papers in a stack or contain them in a shallow box (e.g. an “in-box”). Review your calendar and most important to-dos for the next day. Then shut off your computer (or put it in “sleep mode”) along with all other unnecessary electronics. You’ll save money on your electric bill and may even get a few more Zs tonight.

 

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

Posted by


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

Posted by

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.

 

 

This will make you more organized

Posted by

Less_Is_MoreHave you dreamed of having a tidy, organized home or resolved every year to be more organized? There are literally thousands of books, magazines, articles and blogs (mine included) that will offer you all types of tips and ideas for how to live a more uncluttered, organized life. If I were to narrow it down to one, very simple idea it would be this: Less stuff. Here’s just a handful of reasons why having less will actually give you more!

  • Less to distract you
  • Less to remind you of bad memories
  • Less things you can’t find when you need them
  • Less money spent on duplicates
  • Less time spent getting organized and more time being and feeling organized
  • Less arguing with your family because of clutter
  • Less to pack when you want to remodel or move
  • Less to unpack after you’ve moved
  • Less storage needed (and less money spent on outside storage)
  • Less chance you’ll overlook an important bill or task
  • Less chance you’ll misplace something important
  • Less stress on your family
  • Less loneliness when you’re too embarrassed to entertain at home
  • Less of what is cluttering your life!

I could probably go on and on because the benefits of having less of what you don’t love or need far outweighs the burden too much unnecessary stuff often brings.

It’s not about “minimalism” unless that’s your thing. It’s about choosing, every day, to love what you have and only keep what you need and use!

Just because something “can be used” doesn’t mean you should keep it. When was the last time you used it? What is the likelihood that you will use it? If you haven’t by now, chances are you won’t.

Do a web search for “donate stuff near me” and you will find a great list of charities eager for unwanted items in your community.

Jason Klare @jmklare with Everything but the House (EBTH) says it best:

Sometimes saying no to owning things can feel even better than saying yes to buying them in the first place. “

 

 

 

Paper you can toss (or shred) today without fear

Posted by

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.

3 Short Answers to Solve Your Office Organizing Problem

Posted by

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.

 

Confronting our monsters

Posted by

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.