10 Tips For Keeping Your Office Files Organized

Keeping an organized office is an ongoing process, especially as you complete projects, work on new projects and keep up with all the ins and outs of additional daily jobs. Filing is a huge part of most businesses, and the need for filing. If you set up an organized system, updated forms and keep up with archiving as needed, your work will flow more efficiently. Daily work means a never-ending cycle, so an organized office is a great place to start.

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 Date papers so you can quickly determine if they are outdated-keeping the newest/most recent dated pages on top.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

Article Source: http://EzineArticles.com/?expert=Mandye_Mason

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

Angie’s List Article about Janet ~ Resolve to Rid Yourself of Clutter to Expand Use of Valuable Space

The following is an article written by Angie Hicks, founder of Angie’s List, where I was interviewed. The article appeared in the Indianapolis Star, Home and Garden section on 12/26/09. I’m reprinting the article on my blog for the great tips it offers.

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

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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.

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

ORGANIZE YOUR FILES WEEK IS THE 3RD WEEK IN APRIL

Bills to pay. Newspapers and magazines to read. Receipts, warranties and instructions to save – the list goes on and on. Each day we are bombarded with papers that need our attention. If you feel that papers are taking over your life, read on.

GATHER SUPPLIES

First, gather file folders, hanging file folders, felt-tip pens or a label maker, a shredder, and large garbage (or recycling) bags or boxes. Every household or office also needs an appropriate type of file cabinet or box; the size will depend on the amount of papers you must keep. Enlist a friend or professional organizer if you need help or encouragement.

START ON DESKTOPS, COUNTERTOPS OR URGENTY-NEEDED SURFACES

Your most recently-received papers will be here. Resist the urge to start with the papers on the floor or stuffed in paper bags or boxes.

IDENTIFY THE TYPES OF PAPERS YOU RECEIVE ON A REGULAR BASIS

Gather all the papers from the surface you’re working on into a neat pile. Pick up the top one. Ask yourself, “What is this? Do I need to keep it? Do I need to take action on this? Or do I just need to file it in the case I need to retrieve it later?” Toss as much as you can.

SORT AND USE COLOR FOR A MEMORY AID

Sort into simple categories that make sense to you. For example, some home categories might include: medical, pets, taxes, hobbies, utility bills, car, home improvement, credit cards, insurance, education.  Use fun colored folders to group categories. Also include action-related files for: TO DO,” BILLS TO PAY,” “TO READ,” and “DISCUSS WITH SPOUSE/BOSS/PARTNER.”

MAINTAIN YOUR NEW SYSTEM

From here on out, manage papers daily. Sort mail immediately. Toss junk mail. Put remainders into “TO READ,” “TO DO,” or “BILLS TO PAY” folders. Make time weekly to file everything else in your filing cabinet or box.

You can find these 2 great home filing systems – FileSolutions Home Filing System and File.Starter by Buttoned Up at The Simplified Home.

Originally posted 2010-04-02 00:00:48. Republished by Blog Post Promoter

Break the “I’ll just put this here for now” clutter habit

Much of the time, clutter around the home is caused by family members being too busy or careless to put things away after using them. Adults may say to themselves as they set purses, keys, shoes, mail or other personal items down “I’ll just put this here for now”, and pretty soon big piles and clutter results. Kids often leave out their toys, school supplies or other personal items lying around underfoot. One easy way to reduce clutter in your home is to remember to never leave a room empty-handed. You can teach this to kids too by providing them with a basket to throw things in, then carry to their rooms at the end of the day. Encourage your family to be responsible for their belongings by taking the time to put them where they go when they’re finished with them and not bring anything else out until they do.

As a professional Organizer, I’ve trained myself to do this little trick in my own home, but also when I am working in a client’s home. If I am taking items to another space to put away, I look around for an item that does not belong and I carry that item back to where I started. For example, I often see clothing and shoes laying around in cluttered homes. It’s so easy to just kick off your shoes where you light or peal off a jacket and leave it over a chair. Before long a pile has developed along with a bad habit. But leaving these items there is just delaying the inevitable and the more you succumb to this bad habit, the pile grows and creates a bigger clean up job. Instead, never leave a room empty handed. As you move around your home for various reasons, like going to the kitchen, to the restroom, to your closet to get shoes before leaving the house, pick up a misplaced item and carry it with you and drop it off during your trip. Before leaving that space, pick up another misplaced item and carry it with you and drop it off where it goes. Train yourself and your family to think this way and before you know it, you’ll have devoted time to clutter control without even realizing it! It takes minimal effort and it’s less work later on for all.

Originally posted 2008-09-23 15:23:59. Republished by Blog Post Promoter

What an Email Inbox is Not

I found this great article about e-mail clutter written by fellow Professional Organizer Donna Lindley

Consider your physical mailbox at home. Would you store pieces of mail in your mailbox that require action? What about mail announcing that your friend has moved and has a new address? How about mail reminding you of an upcoming appointment? I didn’t think so. Your email inbox should not be any different. A mailbox, whether physical or virtual, is a place to receive mail. It is NOT meant for storage. Mail should come in and out quickly.

Below are some of the most common items that we find “stored” in our clients’ inboxes. An email inbox is NOT a:

Filing System - create folders to store email that you want to keep for future reference.
Contact Management System – use a contact management system to store contact information such as email addresses, phone numbers, fax numbers, addresses, etc. Some options include Microsoft Outlook, ACT!, Goldmine, and Salesforce.com.

Calendar - store your appointments in your calendar. It doesn’t matter whether you keep a paper-based calendar or an electronic calendar. You need to have one place to look to see all of your appointments.

‘Favorites’ List – if someone sends you a great website, don’t leave it in an email in your inbox. You can add it to your “Favorites” in Internet Explorer, your “Bookmarks” in Mozilla Firefox, or try Delicious. Delicious is a free Social Bookmarking website. It allows you to bookmark your favorite sites and access them anytime from any computer with internet access. You can keep your “favorites” private or share them with others.

To-Do List – your email inbox is the worst place to store your to-dos. Again, you want to have one place to go to see all of your to-dos. You cannot possibly compare and prioritize them if they are not stored together. This is probably the most common offender.

Many of you are familiar with the old adage – A place for everything and everything in its place. By creating “homes” for each of these types of items listed above, you can gain control of your email inbox, keep it organized and save time.

Michigan-based Productivity Trainer and Certified Professional Organizer, Donna Lindley, publishes the “Timely Tips” monthly ezine from Organized Office Solutions. If you’re ready to jump-start your productivity by organizing your space, time, email and paper, sign up to receive your FREE tips by going to [http://www.OrganizedOfficeSolutions.com]http://www.OrganizedOfficeSolutions.com.

Article Source: [http://EzineArticles.com/What-an-Email-Inbox-is-Not

Originally posted 2009-12-24 16:19:45. Republished by Blog Post Promoter