I haven’t done a Tool Tuesday feature in a while, so here ya go!  I helped a client in her home office last week and introduced this product to her. She is a local realtor and although she had been in business for years, she felt that she needed to get “re-booted” in her office.  She felt it was cluttered, the work process didn’t flow, and her files were a mess (her words, not mine).

While we worked together for a couple of days on all aspects of her office environment, I want to tell you about the tool we used to revamp her filing system.  Based on my clients existing files, personality, and needs I recommended the FreedomFiler®.

FreedomFiler® is best known for being a self-purging file system. This system goes a long way in keeping your files organized and is very user friendly. It uses color coding to categorize odd year versus even year files as well as separating your active and yearly files from your permanent, or archive, files.

So you are determined to be more organized than ever but you don’t live by yourself… There’s your other half, the kids and maybe even a mother in law in the mix! You may be wondering how to get them organized. The answer … you can’t.  It’s like making someone love brussel sprouts (sorry mom). You cannot make someone be organized, and if you could, they certainly would not be organized the way YOU expect them to be.

Got 5 minutes?  Then you can stay organized!

When you hear the word “file”, what do you think of?  What image pops in your head?

There is actually more than one way to file your papers.  The traditional method of file folders and file drawers is only one option. You don’t have to file the way your mother did.  Choose what works for you! Here are just two other options:

1.              PileSmart® – a Pendaflex® product

Remember the Pilot from my other blog post, Three Personality Types of Paper Mania?  Well this is the product for that person.  The PileSmart® Organizer features a clear lucite tray that is open on two side.  There are 6 plastic dividers, with end and side tabs that are easily seen as you stack things vertically. The dividers are very sturdy so you can lift up a stack by the divider tab and retrieve papers when needed.  In addition to allowing you to color code your stacks, the labels on each divider are durable and are “write-and erase”, which means you can use re-use them after a stack is purged. Nifty product, huh?  You can get it online at Amazon.

2.              Binders

Yes, binders!  They are not just for school anymore… You can use binders with dividers to keep categories of paperwork manageable.  Don’t relish the thought of hole punching and/or pinched finger accidents?  That’s okay; use plastic pockets in the binders.  This will enable you to quickly “file” your papers away.  Binders can be stored on shelves, in file drawers, or archived in boxes.  You can also color code your binder, if that’s what you like to do or purchase colors that match your office décor, looking sleek and orderly on a bookcase or credenza.

These are just two options for filing the papers you keep.  Would love to hear how you manage your papers, please leave a comment.

Do you have a ton of paper staring at you in your office or on your kitchen counter? Most of the time this is a big complaint.

Are some of those papers your monthly bills?

Many of us have files we’ve labeled “Telephone”, “Utilities”, “Water/Garbage”, “Cell Phone”,  ”Credit Cars”… Sound familiar? We’ve set up these folders because that’s how our parents used to do it. So when we moved out of their home we did the same thing. Only, we hate to file them. Do you really need to keep those bills?

Probably not. While what I am going to say may make you feel a bit queasy or uncomfortable, I say it to help you eliminate the paper monster in your life.  No, I am not recommending that everyone go paperless, don’t worry.  I am recommending, however, that you embrace technology. Create passwords to your utilities, phone, and credit card accounts so you can access your information online at any time. Get comfortable with their websites so you begin to use this valuable resource.  You can look up past bills, see recent statements at the touch of a button. If you are reading this blog then you have access to the internet so use it and eliminate the need to keep all those paper bills.

It’s okay if you still want to get your paper statement (or your can request that they be sent to your email in box).  The point here is that you don’t need to file or keep those bills. After you pay a bill, shred it. The information’s still there online any time you need it.

So get comfortable and let go (if you haven’t already) – I double dare ya!

2. Give gift receipts with your gifts and toss the original receipts.

3. Reduce junk mail by registering with DMAChoice.org.

4. Throw away those small-dollar-amount cash receipts before you even get home.

5. Call the charities you no longer support and request to be removed from their mailing list.

6. Put your magazine subscriptions on a diet.

7. Scan your recipes and get rid of the sheets of paper and recipe cards.

8. Shred your medical explanation of benefit statements after you review them.

9. Throw away those investment prospectus reports if you’ve never read them then request online copies only.

10. Eliminate the other language portions of your product manuals.

I want less paper to deal with in my life and I have a scanner. So where should I start?

I decided to start with my collection of recipes.

So where do I store the recipes electronically? Whatever I store them on has to be able to be taken into the kitchen to use while cooking.

I decided to use my iPad. (A laptop or a smartphone would work too)

What program should I use to capture my recipes? It needed to be easily accessible and easy to use.

I decided on Evernote.

Here’s what I did:

1. Created a Notebook in Evernote called “Recipes”
2. I started by transferring my recipe box and loose paper recipes using my scanner.

Read this post if you want to know what kind of scanner I use.

Here’s an example of a scanned recipe card:

 I went to my mother-in-laws during Christmas and wanted her yummy cookie recipe, so I took a picture of it.

Here’s what it looks like:

Then I was out at the store and forgot to add ingredients to my shopping list so I looked the recipe on the internet using my smartphone. Then saved it to Evernote on my phone. (Evernote syncs with ALL your gadgets)

Here’s the recipe that was found on the internet:

I also just opened up Evernote and typed in a recipe that was very hard to read when scanned.

Here’s the recipe I typed and saved:

Evernote also allows you to use “Tags”; think of them as keywords. So I added tags to every recipe. That way when I want to make something with the ingredients I have on hand, I just type in the ingredient and all recipes with that ingredient comes up.

Aside from using the Tags feature, Evernote also has a search function, references the URL from things captured on the internet and allows me to make notes directly to my recipes, regardless of how they were entered in.  I can notate for example, that I use canned tomatoes instead of fresh and did not use salt. If someone asks me for a recipe, that’s simple too. I just click on “Share” and I can send it via email, facebook, twitter or using a link! Awesome!

I have over 150 recipes in my Evernote cookbook.  I still need to cull through the other cookbooks I have (I only use them for 3-4 recipes) and get those into my Evernote. Then I will pass those cookbooks onto my apartment dwelling, bachelor sons or donate them!

Are you going online and finding recipes, then printing them out to make? If so, you may want to check out Evernote and say goodbye to the paper and save your printer ink!

While there are many ways to organize, I have found that my clients who feel disorganized handle their “stuff” in one of three ways.  These are names for the kinds of disorganization that I often encounter.

The Pilot

This person loves to “pile it” (that’s why I call them a pilot). In their home or office you will find things stacked vertically. It may be papers, books, or clothes; they may be stacked neatly or haphazardly but they are piles nonetheless. These pilots will often say that they know exactly where everything is and they’re right… it’s in a pile!  How are they comfortable organizing this way? Are they really comfortable organizing this way? The answer is yes.  In Lanna Nakone’ s book, Organizing for your Brain Type, she states that this type of person should embrace their stacking preference but limit the number of piles, save less stuff to begin with, and use clear containers.

The Flight Attendant

Visualize the flight attendant on a plane – you walk onto a plane, they have everything neat as a pin and are smiling brightly. But they have a secret place, a closet of sorts. There, all of the tools for their job are hidden away – the beverage cart, coffee carafes, garbage bins, magazines, coats, and who knows what else.  A person who organizes like a flight attendant has a neat and orderly appearance on the outside but don’t dare look in their closets, laundry room or desk drawers! In fact, many of us have been quasi flight attendants in our lives – company rings the doorbell and with one swoosh we clear the papers off the kitchen counter into a bag and throw it in the pantry. Many people become flight attendants in their attempts to organize because they never get around to actually organizing and use closets, boxes or any close-able area to stash things when they want a sense of [eace in their environment.

Crop Duster

This person has it all spread out.  Just like a little crop duster, making sure to cover every nook and cranny. Every horizontal surface is covered with dishes, papers, projects, etc.  When the crop duster person begins to think about getting organized, they are instantly overwhelmed because they do not know where to start. They are paralyzed and cannot take action. Barbara Hemphill, author of Taming the Paper Tiger at Home, says that clutter is postponed decisions.  This person just cannot make a decision about what to do with the “stuff”.

The benefits of Planner Pad:

• Monthly view
• 2 pages weekly view
• Different sizes calendars to choose from
• Space for roles, tasks, and appointments
• Room on the weekly pages to capture bits of information
• Designed to make all aspects of your life funnel into each week, in one place

Click here to See the Planner Pad video

Remember kindergarten? Specifically, do you remember the kindergarten routine? I had a chance to visit a kindergarten last year. My client at that time was a kindergarten teacher.  Not much has changed in the kindergarten classroom since my kids were in kindergarten. There’s still the reading/story time area, the activity tables, the colorful bulletin boards and the art area. What also hasn’t changed in kindergarten is the importance of routine. Every kindergartner knows what happens in their classroom when they first arrive, then what happens next and what comes after that – all the way to the end of  their day.

Just like kindergarten, we all have routines. Having a routine helps you get through your day smoothly. It’s predictable and heck, most times it’s downright comfortable.

Do you need to get a handle on your routines? Sometimes our routines need to be re-evaluated, adjusted and/or added to.

Re-evaluate

Is your routine working?  Is there room for improvement? Is the routine an old habit that no longer serves you? Is it time for a change? Our lives are not stagnant so sometimes the routine needs an adjustment. Take a moment and assess what part of your routine is working and what may be missing.

Adjust

The first adjustment that might need to be made is your outlook.  Do you have a good attitude towards this routine or do you do it begrudgingly? If your routine no longer serves you, be realistic- say good-bye and stop doing it. Often a routine simply needs to be tweaked or changed a little depending on the present day situation. Sometimes just shifting the time of do in which you do a routine will make it more effective or work better in your day. Make small adjustments at a time and give yourself time to get used to them.

Add

If you are happy with the routines you have, is there another routine you would like to establish? The best way to create a new routine is to pair it with an existing routine. Plot out the new routine and begin to establish it, but give it time. It takes time to get “in the groove” of a new routine and have it established.

“You have to have consistent effort to win the game, period.” -Chris Smith

Once you have a handle on your routines, don’t forget to periodically revisit these three steps –  reevaluate, adjust, and add – to keep your routines working optimally for you.