FEBRUARY is Archive Your Files Month

What’s the shape of your home filing system? Are your filing drawers stuffed so full that it’s nearly impossible to get another piece of paper into – or out of – them? This is sure to create additional piles around your file cabinet(s) because its such an inconvenience to get the filing done.

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Instruction manuals for products you no longer own, old research materials, previous drafts of letters, out-of-date magazine and articles, and receipts for items past their return date can be discarded.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

The Importance of Having Medical Information at Your Fingertips

When it comes to your medical bills and records, you are probably like 90% of the population. You get an explanation of benefits (EOB) for a recent doctor’s visit and it goes in one of two places. The EOB gets shredded or perhaps, you keep it and throw it in a drawer. 

Then what happens when you receive a bill from the doctor’s office stating the insurance denied the charge and you owe the entire amount. A frantic search ensues to find the Dr. appointment receipt and EOB so you can resolve the error. 

Like most households, each month you receive a variety of documents having to do with your health status. From referrals, explanation of benefits to treatment instructions, the piles of medical papers add up. Multiply this by the number of family members in your household, and you can see how disorganized medical records can be a never-ending problem and a cause of great stress in the event of an emergency.

So what’s the solution? You need a system for managing your medical records. Without one, chances are you’ll never find the paper you need when you need it. For anyone who has experienced a medical emergency themselves or with a loved one, you know how critical it is to have quick access to organized medical records. I learned this first hand in 2008 when my mother suffered a stroke and heart attack! I needed to be able to immediately put my hands on her medical records, which included all medications she was taking. My mother didn’t have any system in place that I could refer to, and due to her stroke, she wasn’t able to communicate to me where I could find all of that information. More on this later.   

The Medical Organizer Kit is designed to solve that problem, and it certainly did for us. This kit is a ready-made system and 3-ring binder with dividers where you can store everything relating to your medical needs and bills, in order to keep this important information at your fingertips. 

When my mother suffered her heart attack and stroke (simultaneously), our world changed that day. As the only child living close to my mother (and also a single parent of two children), it became my role to coordinate everything related to her sudden illness ~ from Dr. appointments, multiple medications, referrals, tests, treatment, rehab. therapy, diagnoses, and more. The amount of new information that was coming at me daily was difficult to wrap your arms around. If you’ve ever experienced a sudden or serious illness with a child, parent or yourself, you know what I’m talking about.

Fortunately, I remembered the new Medical Organizer system that I had recently added to my Simplified Home e-store ~ I now had a reason to use it personally. I immediately tore open this Kit and began organizing all of my mother’s medical information in the binder by the categories it provides. There was a place for everything including a notepad for taking notes at each Doctor appointment and therapy, and sections for storing business cards. For the next six months during my mother’s slow recovery, her Medical Organizer binder became the “go-to” place for all of the medical information we needed at our fingertips on a daily basis. The Medical Organizer went with us to every therapy, doctor’s appointment and test. I felt in control again and felt gratified that I was able to provide the support my mother needed.

As my mother continued to recover and her memory became more reliable to her, the Medical Organizer was a God-send for her to track the history from the date of her stroke. She felt in control by having all of her medical history at her fingertips as she continued her therapy throughout this past year.

The moral of the story is to be proactive now for the inevitiable emergency. It will be critically important to be organized and in control during a situation that is really out of your control. Having The Medical Organizer kit at my fingertips helped me feel in control, so I could be there fully for my mother’s needs.

In case you’re wondering … by the grace of God, my mother has returned to 95% of her old life, feeling a renewed sense of gratitude and appreciation for life. As am I and all those who love her.

Originally posted 2009-01-14 12:22:44. Republished by Blog Post Promoter

NAPO-NC Responds to Quality of Life Study with Four Success Strategies

In the spirit of GO MONTH (Get Organized) I had to share the results of this recent study on Quality of Life as it relates to organization.

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

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

The Organized Student – Kids, Backpacks and Papers, Oh My!

I’m a busy mom with school-aged kids, so it goes without saying that we experience hectic school day mornings. If your mornings are chaotic like ours, follow these get-organized tips to ensure a smooth to and from school routine.

• Make mornings flow smoothly by getting everything ready the night before.
• Have school bags packed and placed by the door and tomorrow’s outfits laid out.
• Organize your kid’s departure and arrival spot (I call this the launching and landing pad). Declare a home for backpacks close to the door they leave and arrive. Install hooks at a kid-friendly height. My kids have a square wicker basket close to the door that they enter and leave for school where their backpacks go and other school related items. We place everything that needs to go to school in that basket. When they get home, everything, including shoes get placed there so they don’t get strewn all over the house.
• Keep school shoes by the door to eliminate the mad morning rush to find two matching shoes (this also cuts down on cleaning since kids leave dirty shoes at the door when they come in)
• Pre-pack the non-perishable parts of school lunches, so you can simply pop in a sandwich in the morning. Prepare for breakfast the night before by getting out cereal bowls and cups.
• Create a Kids’ Morning Routine checklist so no essential task gets overlooked, like forgetting to brush teeth or comb hair, and post it on the fridge and/or bathroom mirror.
• Likewise, create an “Out the Door” list of items they need to take to school, and post it on or near the exit door. Include items like homework, lunch, library books, gym shoes, instruments.  Include the time they need to be downstairs for breakfast and when they need to exit the house to meet the bus. This builds their time management skills rather than just waiting for your yelling “the bus is coming” to prompt them. I’ve included a  sample checklist that I created for my oldest daughter when she entered first grade. This made a huge improvement in her ability to stay focused and on task in the morning.

Place a clock in strategic locations in your children’s morning routine , like the bathroom, kitchen and their bedroom. Both my daughters have missed the bus at least once through the year by losing track of time while primping in the bathroom when there was no clock in sight.

 

After we adopted these strategies in our home, our mornings were much less chaotic. And my kids haven’t missed the bus since and gone are the days of mid-morning phone calls from a frantic child begging me to bring their homework or packed lunch they left at home.

To learn more family management strategies like this, my Home Organization Secrets for Busy Moms ebook is now on sale for $9.99 and can be immediately downloaded.

My Daughter’s Morning Schedule (in 1st grade)

Upstairs: Wake up at 7:00am

        Get dressed …

• Put on clean underpants
• Shirt & pants
• Socks – to match outfit
• Shoes – to match outfit
• Brush teeth & tongue
• Comb hair

** 30-45 minutes to get dressed – be ready to come downstairs by 7:45am **

Downstairs: be downstairs by 7:45am

• Come downstairs to kitchen to eat breakfast
• Check backpack to be sure everything has been put in
• Put on coat, gloves, hat
• Walk out door for bus at 8:05am

Originally posted 2009-10-26 22:05:38. Republished by Blog Post Promoter

How to Set-up a System to Keep Important Life Documents in One Place

How many times have you torn apart your house trying to find an important document? Often times these documents contain important pieces of your life that need to be in easy access, especially in an emergency. For most people organizing the documents and items that make up our lives is not a priority until there is a crisis. Then most will search frantically for the needed information only to waste time and increase stress.  Take it from a Professional Organizer who has worked with hundreds of clients who put this uneccessary stress upon themselves because they haven’t been proactive to design a system or were not aware that there are ready-made products available that will solve these paper clutter issues. Before the next crisis, set up a system to keep all your important documents in one place.

Ahh … imagine the relief of immediately finding any piece of needed information in the exact location you expect it to be.  I searched and found a couple of great products/solutions that solve just this dillema for my clients. Each serve as a central repository for important life and family documents, designed to be kept in easy access.

LIFE.doc  is a ready-made binder by Buttoned Up to keep all of the critical information of your life together. Life.doc has eight tabbed sections designed to organize all of the pieces of information that are needed for most people to keep one’s personal life in control.

These eight sections that encompass the most critical areas of life are:

• family basics
• in sickness & in health
• insurance
• dollars & sense
• legal ease
• caregiver information
• home sweet home
• emergency plan

It also comes with an accompanying CD-ROM with interactive forms that work with Microsoft Word (PC or MAC) making it easy to complete forms digitally and save them to a computer.

This comprehensive and bright red sturdy binder composed of 120 pages of straightforward forms for easy access are a roadmap that make it painless to get organized.  Life.doc will give you and your family the peace of mind that whatever information that you may need will be easy to find. This is the way to make sure that your house stays in one piece the next time that you need to find a piece of your personal information.

The VALUABLES.doc is another way that you can keep the things that you need in your life in one place and inventoried. This is a complete kit that will make it easy for you to catalog and keep track of all of your belongings.

• Valuables.doc binder by Buttoned Up includes:
  Eight tabbed sections for you to record all of your valuables room-by-room
• Jewelry
• Collectibles
• Family/living room
• Kitchen
• Dining room
• Bedrooms
• Basement
• Other

So, if and when disaster may strike in your life, (remember Hurricane Katrina?) you will have the necessary documentation to recoup the loss of many of the valuable keepsakes in your life.

POCKET.doc

The Pocket.doc provides simple to fill out forms that easily fit into a wallet, purse or backpack. So you have critical emergency, medical, and contact information when and where you need it.

The Pocket.doc by Buttoned Up includes:
Three sections to ensure that you have your emergency plan, medical information and important phone numbers when you need it. What’s great about this little record book is that it is the size of a credit card and easily fits in wallets, backpacks, glove compartments and briefcases.

Perfect for busy families on the go.

Each of these products would make a practical gift for your loved ones.

Visit The Simplified Home to learn more and to purchase.

Originally posted 2009-10-22 16:18:22. Republished by Blog Post Promoter

10 Critical Tips for Clearing Office Clutter

Having trouble finding your desk amidst the clutter? Follow these easy steps, consistently, and you’ll experience greater focus and productivity as a result.

1. Define the purpose of each space in your office and be sure that everyone who shares the space understands how it is to be used.

2. Keep only high-use items on your desktop – computer, telephone, project files, good lighting, notepaper, stapler, To Do list, calendar/planner, and only what you are working on right now.

3. Use vertical space around your desk effectively – put photos and calendars on your wall, not on your desktop.

4. Organize supplies in a desk drawer organizer or supply drawer within “fingertip reach” of your desk chair.

5. Place a wastebasket, recycling bin, and/or shredder where you process your mail.

6. Trim the F.A.T. – File, Act, Toss. Professional Organizer, Barbara Hemphill tells us that the only choices we have for dealing with paper is to File it, Act on it, or Toss it.

7. Create zones in your workspace for incoming and outgoing paper, filing and a work surface. Resist co-mingling each zone.

8. Create an Action File System and place all “action required” items in the system. The Action File System works in-conjunction with your calendar. Simplified Spaces can help you implement this system in your office or home. CLICK HERE to learn more about our system.

9. File non-action required papers in an accessible “reference file system” CLICK HERE to learn more about the HomeFile System, a great reference file system we recommend.

10. Schedule office clean-up/organizing on your calendar, or you will always lean toward a competing priority. Face it … most of us would prefer to do about anything else than to spend a day organizing their office or home.

Being clear about what activities you want to perform in your workspace and where, having clear surfaces in which to work, and the tools you need to perform those activities in easy access, will significantly improve what you’re able to accomplish in a day. In the process, you’ll reduce your stress level and free up time and energy for what matters most. This is a preview from our upcoming booklet “The Simplified Office – A Complete Guide to Clear Office Clutter for Good!

Originally posted 2008-11-25 19:22:46. Republished by Blog Post Promoter

Organize Your Recipes

I found this great article from a fellow organizer on a topic I haven’t written about before – organizing recipes. I like Evie’s ideas, so I wanted to share them with you.

So, what do you do with all of these clippings, or perhaps you have recipes written out on scraps of paper you got from a friend or coworker sharing her favorite recipe? Here is my current system, and I must say, it is working really well for me. Maybe it will work for you too.

Get an accordion file folder and label each pocket into categories as you would your recipe box. Here is a suggested category list:

• Appetizers and Snacks
• Beef
• Beverages
• Breads & Muffins
• Cakes & Squares
• Cookies & Desserts
• Casseroles & Pasta
• Fish & Pork
• Misc. (Pickles, Sauces, Breakfasts, etc.)
• Poultry
• Salads & Vegetables
• Soups & Stews

Get a large recipe box for your cards. I found this two-drawer holder which is perfect. I use the top drawer only for “my” recipes and family recipes. Any that are in my mother’s handwriting have been laminated to protect them.

The lower drawer is for recipes I have made from TV shows, magazines, or from friends that are “keepers.”

This system works so well, that it doesn’t take long to find my recipe, it is only in one of three places:

• Recipe Cards
• Cookbooks
• Accordion Folder

If I had a larger home, I would love to designate a whole drawer with file folders to recipes, but since I have a small house, this system works really well. The accordion folder fits in the cupboard beside my cookbooks.

The system is: once I make a recipe from a cookbook or a magazine, and it is a “ten,” then I write it onto a recipe card. The cards are proven, tried and true.

Let me know what you use to organize your recipes. I am always looking for new systems and ways to improve.

Elvie Look is an Entrepreneur, Expert Organizer, Cook and Seamstress. She provides organizing solutions, tips, menus and recipes at http://www.elviesessentials.com

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

Originally posted 2011-03-19 12:07:24. Republished by Blog Post Promoter

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