Once a year, you should schedule time to review your files and purge as much as possible, leaving room for next year’s papers. Consider these tips for maintaining a lean and accessible home filing system.

DETERMINE WHAT TO KEEP

As you sort through papers, ask yourself, “When will I really need this again?” “Can it be easily recreated or retrieved elsewhere?’ Don’t hang onto things unless you have a really good reason! Be ruthless – remember, 80% of the things you file will need get referred to again!

KEEP RECORDS RETENTION GUIDELINES IN MIND 

Your accountant, attorney, or professional organizer can tell you which documents you should keep for legal and tax purposes. Think in terms of what you would need to have to support your tax return. If there is no tax implication for a piece of paper on a current or past tax return, there is likely no purpose to hold onto the paper.  

SOME PAPERS CAN BE IMMEDIATELY TOSSED

Instruction manuals for products you no longer own, old research materials, previous drafts of letters, out-of-date magazine and articles, and receipts for items past their return date can be discarded.

STASH IMPORTANT DOCUMENTS IN A SAFETY DEPOSIT BOX or HOME SAFE

It is imperative that you stock your safety deposit box or home safe with the following papers (originals):

• adoption and citizenship papers
• passports
• birth, death, and marriage certificates
• deeds
• divorce decrees
•  insurance policy papers
• lease agreements and loan documents
• mortgage papers
• personal property appraisals (jewelry, collectibles)
• Social Security cards
• stock and bond certificates
• vehicle titles
• copies of wills and powers of attorney papers

And don’t forget to LOCK your home safe each time you access it. Most home safe’s are NOT fireproof if the lock is not engaged.

Setting up a home filing system can be a time-consuming chore, so I found a great ready-made filing system FILESOLUTIONS Home Filing System, that takes about an hour to set up, and it lasts a life-time. I’ll soon do a detailed review of this product, but for now, here’s more information about this essential ready-made filing system.

Originally posted 2010-02-06 18:18:39. Republished by Blog Post Promoter

Triangle – RALEIGH, NC. – In a recent survey conducted by the National Association of Professional Organizers, 96% of respondents stated that they could gain more time at home if they were better organized, and a surprising 91% claimed the same in their professional lives. In fact, 71% went so far as to state that the quality of their lives would improve if they were more organized.

Clearly these numbers indicate why so many people make “getting organized” a New Year’s resolution. For those planning to tackle their personal or professional organization in 2011, the North Carolina chapter of the National Association of Professional Organizers (NAPO-NC) offers the following strategies:

1. Be specific. Lori Bruhns, President of NAPO-NC, suggests that “’Getting organized’ is too vague for someone to actually tackle. Instead, we encourage people to specify ways in which they would like to become more organized, such as ‘I’d like to streamline my morning routine’ or ‘I want to leave work with a cleared desktop.’”

2. Take baby steps. NAPO-NC Treasurer Tracey Gritz, notes that “Sometimes a job seems insurmountable. Taken all at once, it may be. But, if you stop and list out all of the small steps that it takes to get to the end, you suddenly have series of very do-able tasks that will lead to the successful completion of your goal.”

3. Reward yourself. “Take the time to play a board game with your family, go out for coffee with a friend, invite people over to celebrate, or take a long bath to reflect how far you have come in the space,” states Stefanie Watkins, NAPO-NC’s Vice President.

4. Enlist support. Karen Krasner, Director of Community Relations for NAPO-NC, recommends “telling a friend or family member what you hope to accomplish and when you plan to finish. Ask them to keep you accountable by checking in with you periodically to see how it’s going.”

If you are one of the 96% of people who believe they could save time at home by being more organized, implement the above strategies and contact me! I can help with a one-on-one organizational assessment of your home or office and provide hands-on help to clear the clutter and simplify your life.  Call or e-mail: 317-867-1540 or jnusbaum (at) simplifiedspaces (dot) net.

Originally posted 2011-01-13 08:30:45. Republished by Blog Post Promoter

Although just about everyone seems to understand the benefits of being organized, it’s not always easy to figure out just where to start.  To offer people solutions to become more organized in their office, with their time and in their home, professional organizers from around the globe are joining together to participate in the first ever “Great Organizing Give Away” to celebrate January as Get Organized (GO) month.

On January 25, 2010 seekers of organization and productivity wisdom can go to www.AskTheOrganizingExperts.com and sign up for free resources such as ebooks, tip sheets, audio programs and more as well as opportunities to enter into drawings for amazing prizes. Organizing information will be categorized into three main categories:

• your office
• your time
• your home

Business professionals, parents, students and seniors will all find expert resources to help them make 2010 their best year yet.

The Organizing Genie is excited to have been invited to participate in the Great Organizing Giveaway.  More details soon.

Happy GO Month!

Originally posted 2010-01-23 23:44:30. Republished by Blog Post Promoter

Filing is a big part of most any office, whether it be a medical, insurance, daily correspondence, ongoing projects, accounting, personal, fax copies, incoming mail, research items, reference lists and a multitude of other needed items-all dependent on the need of the office.

Here are some tips to keep your office organized:

1. Develop a consistent naming system for electronic copies so you or anyone in your absence can easily locate files, as needed.

2. Name your documents, spread sheets and presentations something easy to recall for immediate and future reference, and save them in folders with like documents.

3. Keep a folder for current projects in a convenient place, like in a desktop file box, somewhere you’re able to check it daily.

4. Keep a cabinet within reach and set aside time daily for filing anything you need in a hard copy form.

5. Label notebooks, shelves and cabinets so you can quickly and easily access important resources.

6. Maintain a master index, a key to all your computer documents that allows quick access in locating needed files.

7. Purge documents on a regular basis, so information is current and easy to find.

8. Dispose of duplicate information, keeping the final copies only, allowing for room to accommodate new work and projects to be filed.

9. Follow retention guidelines so you’ll know how long to keep each file.

10. Date papers so you can quickly determine if they are outdated-keeping the newest/most recent dated pages on top.

These tips can help you keep an organized filing system, both hard copies and electronic formats. With the multitude of paper created by everyone today, it’s best to switch over to an electronic system as much as possible. This will both eliminate the excessive need for physical space, as well as help the environment with eliminating over use of paper. When possible recycle purged files to help the environment. And the best part for everyone is less paper equals less hassle equals less stress, and the ability to be more efficient overall.

Originally posted 2011-03-05 17:41:09. Republished by Blog Post Promoter

Find reliable contractors and doctors when you join Angie’s List today –
Use promo code LOCAL to save 15%.

********************

By Angie Hicks (Founder of Angie’s List)

About this time each year, professional organizer Janet Nusbaum sees an uptick in business. “Folks start to set new goals for the year, and getting organized is always in the top 10,” said Nusbaum. Owner of Simplified Spaces in Carmel. “They have an influx of new stuff that comes in during the holiday. Often, when I get the call, they’re feeling very overwhelmed, and they’re reaching out for some solutions.

The new year represents a fresh start and a chance to purge the old, unnecessary items in your life to free up valuable space and reduce clutter. Organizing a home office, garage or basement can be a family project that you do yourself or one in which you hire a professional like Nusbaum.

“The first step is to define what the purpose is of that space,” Nusbaum said. “If you see conflicting stuff there that doesn’t meet the purpose of that space, it needs to leave, pose of that space, it needs to leave, so all you have in that space are things that meet your vision for what you want to do (there).”

Some other things to consider before beginning a reorganization project:

• Make a list of the tasks you want to accomplish and prioritize by putting the tasks most important to you at the top of the list.
• Start small and allot an hour or two dedicated to one area to avoid becoming overwhelmed.
• Buy to replace, not to add.
• If it doesn’t fit or it’s out of fashion, donate it. If you’re reorganizing your wardrobe closet, hang pants long ways, rather than fold, which takes up twice the space. Use stacking hangers that can hold multiple garments. Organize your closets by color or by type.
• Keep only what is necessary to accommodate your family’s needs. Keep in mind that round containers take up more space than square containers.
• Purchase several large plastic storage bins with lids. Organize items according to their use and label the bins accordingly.

Nusbaum also recommends storing items closest to their point of use. “If your coffee maker is on the kitchen counter, it’s more efficient to store everything relating to making that cup of coffee right together,” she said. It saves you steps.”

Carmel resident and a Simplified Spaces client, Julie Bowen, is a self-proclaimed “neat freak” who has hired Janet to organize her home, garage and basement. Organizers can also help organize bills and other paperwork that often gets lost in the shuffle.

Bowen keeps systems in place so she, her husband and two children know where to find things when they need to put up and where they are when they need to use them.

“Our home is easier to maintain because everything has a home, Bowen said.

HOME OFFICE - AFTER

HOME OFFICE - BEFORE

Fritz Klooz, owner of Innovative Garages in Avon said his company can maximize garage space with overhead storage, cabinets and grid wall systems and pulley systems.  “The idea is to get everything up off the floor of the garage so you can power wash your garage or sweep your floor a lot easier, Klooz said.

You don’t have to throw away and create additional waste when you purge. An environmentally savvy organizer will look to recycle whenever possible. Also, donations to authorized charities can be used as a tax deduction.

Angie Hicks is an Indianapolis resident and founder of Angie’s List, a national provider of consumer ratings in more than 500 categories of service.

(Because they wrote this great article about my business, I’m returning the favor by passing on their 15% coupon code)

Find reliable contractors and doctors when you join Angie’s List today – Use promo code LOCAL to save 15%.

Originally posted 2010-05-07 12:26:54. Republished by Blog Post Promoter