Paper Management

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Tools: Digitize Your Paper Piles

Tuesday, May 4th, 2010

If you are ready to move into the digital age with your paper records, the Neat Company can help.

The Neat Receipts portable scanner can handle receipts and invoices, business cards, and full page scanning. The accompanying software allows you to both organize the information and search for key words for quick retrieval.

“NeatWorks software uses OCR and patented parsing technology to identify and capture key information from scanned documents.  On receipts, it looks for the date, vendor, amount and sales tax.  On business cards, it captures all of the contact information: name, company, title, address, phone, email, website and fax.”

Watch a demonstration of this product to see its capabilities.

Empty your file cabinets onto a thumb drive or your computer’s hard drive to save space and for searchable digital files. How neat!

Maybe Not Paperless, Definitely Less Paper

Friday, March 19th, 2010

As a professional organizer, I want to communicate how organizing makes life simpler. I often speak at community events in libraries, Mom’s groups, and civic organizations. Most often I am asked to talk about organizing home or office spaces. However, during the closing Q&A portion, someone inevitably chimes in with, “What am I supposed to do with all the paper I am bombarded with?”

I have to laugh. Never do I say what I am thinking, “I could have spent the last hour giving you a system to help with that.” Instead I ask for one specific area where paper is a problem and try to give a tip or two.

We all struggle with the ubiquitous paper piles.

The piles pop up everywhere – in the kitchen, on the dining room table, on our desk in the office or at home. These are some startling facts about paper that do not even surprise us anymore:

  • The world consumes five times more paper now than in 1950.
  • Each person in the United States uses approximately 750 pounds of paper each year. This equals approximately 187 billion pounds per year.
  • The average American receives 49,060 pieces of mail in their lifetime; 1/3 of it is junk mail.
  • The United States annually consumes 4 million tons of copy paper, 2 billion books, 350 million magazines and 25 billion newspapers.

Perhaps the most telling statistics about the proliferation of paper are those describing the meteoric rise of the paper shredding industry.

In 1982 there were about two dozen document shredding companies. That number grew to between 500 and 600 in 2002 according to the Petersburg Times, Feb 2002.

As of 2008, the National Association for Information Destruction (NAID) reported that document shredding was a $1.2 billion a year industry in the U.S. and is growing at a rate of 35 percent per year. NAID membership grew from 150 to more than 1,000 in the span of five years. (Sacramento Bee, May 2008)

What does this rise in paper generation mean on a day-to-day basis?

The average desk worker has 36 hours of work on his or her desk and spends 3 hours per week sorting piles trying to find the project to work on next. (Richard Swanson, The Overload Syndrome)

The paper piling problem is not limited to the average Joe or Jill.

Studies have shown that some executives will pick up a single piece of paper from their desk thirty or forty times before acting on it. “Don’t use your desk as a storage place for items awaiting action. If you can’t dispense with it immediately, at least keep a follow-up pile.” (Michael Woolery, Seize the Day)

FreedomFiler

Without a plan, paper will win.

We can be overwhelmed, finding ourselves debating which information to act on first, crippled by visual and mental clutter. The best defense is a good offense. These are three strategies every office and household must plan and carry out to eliminate paper piles.

  1. Establish a paper flow system with standard operating procedures (SOP) for the three main categories: reference, action, and junk. When you make decisions ahead of time on how to deal with incoming information, you don’t have to think so hard or reinvent what to do with that everyday-the-same-old-stuff paperwork.
    Get more in depth instruction and a step-by-step system to get the mountain of paper under control with the e-Book 7 Must Have Tools to Conquer Paper Piles Forever!
  2. Schedule regular times for follow-up activities. Some actions are never ending: to phone, to write, to email, to delegate, to discuss. Make standing appointments with yourself to “bundle” like actions into one time slot for completion. This approach can save you a bundle of time!
  3. Reduce the volume of incoming paper as much as possible. Let friends and colleagues know you much prefer an email to a written note or a phone call (where you have to take notes.) Cancel magazines and newspapers you do not read.
    Use these websites to cut down on unsolicited advertising and credit offers:

The information age has changed the way we think and live. Like any tool, ready access to information can be a good thing when we are careful to wisely regulate its use. Take steps now to implement these three strategies to be more productive… and to maintain your sanity!

Jill’s Story, Behind the Scenes Coaching on De-Cluttering

Friday, March 12th, 2010

You want to soar, stuff gets in the way

You want to soar, stuff gets in the way (neoliminal/Flickr)

Over the last month or so, Jill and I have been emailing back and forth. She shared that she is finally motivated to let go of all the paper she has been storing with her business.  I hope you will be encouraged by her story. I asked Jill if I could share our email correspondence. She was surprised that I thought she could be of help to someone else, but agreed graciously.  I will post her “Before” pictures soon. Jill has promised to show us her “After” pictures when she gets more work done. I think she has come a very long way already!

Hello Martha:

I have enjoyed reading your 60 tips.  Nice to know that I am on the right track and not as bad as I thought!!!

I have my own business as a graphic designer/marketer/printier and I am a paper hoarder.  I save samples of my work, sayings, books, reference materials, magazines, business journals, catalogs, postcards, etc. I have the thought of “just in case”

In my office, I have 5 file cabinets with 15 drawers, book shelves, cabinets, etc.  with these items stored.  I even have the paper piles on the floor in my office which I can’t seem to get through and is driving me crazy….I know it is a bit of OCD. …but I am trying to plow through.

Here is my Serious question:  How do you deal with samples, catalogs, etc.?  I have had them on file for their information and use as photos of an item, like a magnet, shirt, signage, etc.  Do I input all of the info about the catalog/company in a database and pitch the catalogs?  Keep them?  ETC?  I was just trying to make room in my files for other info and to reduce the weight on my floor!

Help!  I could really use your advice.  Thank you so much.

Jill


Hi Jill!

I am so glad you found the report helpful.  Yay! You have systems in place already!

It sounds like you have a filing system for your work-related papers. Before I answer your question of  “How do you deal with samples, catalogs, etc?” I want to get a little clarification:

  1. How often do you use what is in the files in your present projects?
  2. Are you able to find what you need when you go to look for it?
  3. Do you replace the old catalogs with the latest version when it comes?

In principle, you probably use only 20% of what you have.  The only trick will be to figure out what that percentage represents in your mix.

I may be able to get some hints from your answers to the questions.

You are brave to ask the questions, Jill.  Kudos!

Martha Clouse
Professional Organizer and Speaker

Click to continue »

Pretty Post-its – New Organizing Solutions

Friday, January 29th, 2010

Some days it pays to be a National Association of Professional Organizer (NAPO) member. This week I received a packet from 3M with samples of the new Post-it offerings we have been seeing on commercials lately. The not so subtle hint read, “6 Great Blog Topics for 2010.”

OK, I will share the love. These are my 3 favorites.

1. Durable Filing Tabs – 2″ square tabs that attach securely to any file folder, can be used for creating subcategories in hanging files. At Office Max, four assorted colors, 24 total tabs, $2.99.

2. Removable label pads- have full adhesive backs, are repositionable, and remove cleanly. Use these to label any size storage container. My favorite is the 225 piece neon assortment from Amazon at $9.40.

3. Post-it pockets – Lightweight plastic sleeves that peel and stick on the wall. These are pretty, antique floral prints in three sizes- receipt, bill, and letter.  I want the letter size pockets, 1 pink and 1 blue, $6.99.

It always helps to have more options for paper management and labeling storage. Thanks 3M for the presents.

FreedomFiler

Ask NOT What Organizing Can Do For You…, Better Yet DO Ask!

Monday, January 18th, 2010

Perhaps intelligence can lessen the consequences of ADD tendencies? Maybe, maybe not.  My father labeled me a “scatterbrain”, but I was able to excel in school and in my first jobs. The real challenge in my life began when I became a military wife and eventually a mom of four. To survive, I was forced to develop systems that would guide our home life as well as our packing and moving 11 times in 20 years.

Just when I thought I had it all figured out, my family began to experience the added turmoil of cancer diagnosis and treatment, anorexia, mental illness, and death of parents. I trust in a big God, but had to tell Him, “This is really too much, Lord!”

Although I was not thrilled with these situations , they have stretched me and given me an added measure of compassion.  I know what it is like to feel buffeted by situations you can’t control, to feel helpless and hopeless. I also know that to do what I can no matter how little that is, is all that is required of me.  Small actions taken consistently can produce extraordinary results!

My desire for you is that you…

  • Get clear about what you really want. What is that? Do you want to be able to find what you need when you need it, to have only furniture sitting on the floor, to enjoy a calm retreat at the end of a busy day, or to finally get rid of paper piles… what is it? In other words, why are you reading a post about organizing?
  • Know why you want it. Be specific. How will that result improve your life?  What will it allow you to do? How would that feel?
  • Stop allowing the past to dictate your future.
  • Eliminate the physical and mental clutter that is holding you back.
  • Make room for something new in your life – a new vocation, volunteer effort, or creative pursuit.
  • Be realistic about where you are now.
  • Dare to dream about where you want to be. Expand your possibilities.
  • Do not be a victim, or a survivor, but be ready to thrive.
  • Let go of those things and attitudes that are blocking your success.

Once you have taken an honest look at where you are and have decided you don’t want to stay there, allow me to be a part of the solution. On my home page, you can request the F.R.E.E. 60 Tips to Organize Your Life.  Use that as a quick guide to de-clutter, take control of your time, and save an hour a day.

You will find that taking those small positive steps will increase your self confidence. That begins a ripple effect that makes you want to take the next step and the next – rather like painting your living room and then seeing that your old ratty couch doesn’t fit anymore.

FreedomFiler

Let me know what tips you decided to take action on first. I want to be able to cheer you on. As the L’Oreal commercial says, “You are worth it!”

Drowning in Paper? Do the Perennial Paper Purge!

Friday, December 18th, 2009

Paper piles

Most small businesses and family units use the calendar year as their fiscal year for tax purposes. That makes December the wrap-it-up month (no pun intended) of the fiscal year.

Whether you celebrate Hanukah, Christmas or another holy day, the pace at the office and at home slows that last week of December.  Perhaps it is because your colleagues take vacation, school activities are on hold, and the kids are busy playing with new toys. As of this writing that week will be here in 8 days!

Take advantage of the slow down to shake out files from 2009. Here are a few ideas to get your reduction juices going.

  1. Weed out articles you thought you would read, but never got around to.
  2. Finish recording new addresses and recycle the holiday cards.
  3. Enter automobile expenses into a spreadsheet and ditch the gas receipts and repair bills.
  4. Make files for your hobbies and fill with those good ideas that you have floating around.
  5. Donate any magazines you have not read to a doctor, dentist, or senior center.
  6. Take all newspaper piles to your nearest animal shelter.
  7. Print out record retention guidelines and write in bold letters next to each category the earliest month and year that should be kept.   (Ex.  Pay stubs -  January 2009, until verified with W-2,  birth certificate – PERMANENTLY)

    The ABC’s of Important Papers – Julie Morgenstern

    FreedomFiler

    What Financial Records to Keep and How Long to Keep Them – Bankrate.com

  8. Shred documents in each category that are have dates prior to your cut off.
  9. Get a head start on tax preparation by pulling together all of your charitable receipts and business expenses.  A couple of hours of work now can mean a speedy refund by March.  Be aware that your accountant has the last word on which documents you need to complete tax forms. When in doubt, do NOT throw it out!

Have your paper shredder handy for sensitive documents, along with a box or black trash bag for papers you can’t recycle.

Paper purging is best done with a refreshing drink in front of those Bowl games, while watching the kids play on the floor, or with soothing music in the background. Think of it as a “paper purging party!”  You will be that much ahead going into the New Year!