Posts Tagged ‘managing mail’

Managing Paper Memorabilia

February 23rd, 2012 by Natalie Conrad | No Comments
Managing Paper Memorabilia

 

Kids School/Artwork

-        Use a lidded box, color coded per child and label

-        Use large envelopes, labeled by year and child

-        Transfer yearly papers to labeled accordion file keeper

Travel/Sightseeing Memorabilia

-        Have a journal with you to notate date, locations, and events

-        Gather tourist brochures, postcards, etc. in journal

-        Transfer to accordion file keeper, categorized by year

-        Tear pages from journal and include with memorabilia

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Product Review: FreedomFiler

February 21st, 2012 by USAVA | No Comments
Product Review:  FreedomFiler

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.

 

The system contains 200+ pre-printed file tab labels with a total of over 400 customizable file tab labels included.  There are easy-to-follow instructions and 5 great indexed cards to keep your system on track.  You also have the option to purchase other accessories if you need them.  This system works for home and work files.

Here are a few reasons why I find this product to be so helpful to certain clients:

  • easily integrates into your existing file system
  • streamlines the look of your files, making things easier to read
  • the even/odd year file sets make getting ready for tax time a breeze
  • gives you guidelines for when papers should be purged
  • eliminates the need to make new files each year

FreedomFiler® is a great system and so easy to use.  I am an affiliate for FreedomFiler and would be happy to answer any questions you may have. Contact me via the Contact tab or leave a comment here.

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5 minute tasks to Keep You Organized

February 14th, 2012 by USAVA | No Comments
5 minute tasks to Keep You Organized

Got 5 minutes?  Then you can stay organized!

Here’s my list of quick things I do to stay organized and manage my time:
  1. Put incoming mail into a basket
  2. Sort laundry as I put things in the hamper (whites-colors-jeans)
  3. Use a paper recycle basket in the room where I read newspapers & magazines
  4. Make my bed as soon as I get out of it
  5. Review my calendar every night
  6. Set things in family room that can be done while watching TV
  7. Just before bed, I quickly pick up the main area of the house
  8. Religiously use my tickler file!
  9. Have a birthday calendar and set up cards to be sent out for the entire month, in one sitting
  10. Have a tote bag packed for each of the groups I belong to so I can grab and go
  11. Separate bulk meat purchases into smaller freezer bags after grocery shopping
  12. Have a designated donation container so I can purge & have a place for thing s to accumulate before donating
  13. Label, Label, Label

 


Taming the Paper Bill Monster

February 7th, 2012 by USAVA | 1 Comment
Taming the Paper Bill Monster

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!

 

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10 Tips for Reducing Paper

February 2nd, 2012 by USAVA | No Comments
10 Tips for Reducing Paper
1. Opt out of paper statements. Review bills online and pay them online.

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.

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File Cabinet Rehab

January 19th, 2012 by USAVA | No Comments
File Cabinet Rehab

I know… most of us hate to file. That’s one reason so many of us are battling with paper in our homes and offices. Most file cabinets are relegated to the back of closets, under the stairs or out in the garage. Some file cabinets are so full they can’t be opened, while others date back to the time of the dinosaurs and need excavation! You might even experience a genuine filing phobia every time you open a file drawer.  It’s difficult to find things when you need them and then you have no idea where to put new papers to be filed.

The first step to overcome your phobia is to re-work your filing system by understanding the types of files and how they are used.  Here’s a chart of the 3 types of files for any home or office.

Type of File

Description

Action Files
  • Useful to hold papers that need attention
  • Can be integrated for use by the whole family
  • Contains information you use on a daily or weekly basis

 

Reference Files
  • For the majority of the files in your office
  • Contains information that you need to reference on a monthly or yearly basis
  • This is a good place to start if you want to begin scanning.
  • These files need the most purging
Archive Files
  • These files are being kept for tax or legal purpose
  • Sometimes need to keep forever
  • Do not have to be immediately accessible
  • Should have an index of archive files readily available

Now that you have read about these 3 file type, it’s time to take the steps needed to get your file cabinet organized. What I’m about to say is not rocket science or some new age technique…

Use the K.I.S.S. method – Keep it Super Simple!

K eep the 3 types of files separate

I s it worth keeping?  Ask yourself the trigger questions and purge, purge, purge as much as possible  

S implified your categories   Re-think how you have your files labeled; using broad categories will make things easier to find and put away!

S chedule regular maintenance   This is imperative. If you’re not willing to do this step, then all the other steps won’t work! Set up yearly dates to purge files, toss papers, move files from reference to archive, and to re-evaluate your current systems.

Here are a few trigger questions to ask yourself as you sort through and purge your file cabinet.

  • Is this information useful?
  • Can I get this information again?
  • Is this information on the internet?
  • Is this information needed for tax or legal reasons?
  • What’s the worst thing that would happen if I threw this away?

 

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Three Personality Types of Paper Mania

January 17th, 2012 by USAVA | 2 Comments
Three Personality Types of Paper Mania

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”.

 


Tool Tuesday

January 10th, 2012 by USAVA | 1 Comment
Tool Tuesday

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


Shopping can cause clutter

March 15th, 2011 by Natalie Conrad | No Comments
Shopping can cause clutter
Did I just say that?!! I love to shop and so do most of my friends.

But clutter is caused by uncontrolled shopping or, stated another way, by a person who shops without restraint- a shopaholic. According to some studies 1 in 20 people is a shopaholic and 9 out of 10 shopaholics are women. (Of course most shopaholics are women – don’t they also say that women make the majority of buying decisions in America?!)

There are many reasons why people say they over-shop. Great sales, late night TV and shopping channels, quantity discounts, having grown up in the depression or having been deprived. Whatever the reason, the underlying cause is emotional. Those who are compulsive shoppers use shopping as an escape from their emotions – whether caused by depression, anxiety, anger or just plain boredom. I write about this today not to point a finger but to say that READ MORE


Enter into a relationship … with your shredder!

February 22nd, 2011 by Natalie Conrad | No Comments
Enter into a relationship … with your shredder!

These days we have more paper in our offices than ever.  In fact, for every 100 pounds of trash we throw away, 35 pounds is paper.* When we do process these papers we find some have sensitive information.  Having a shredder in your office is a necessity.  If you work for a large company it is best to hire a shredding service to make weekly or monthly visits to your facility to pick up and shred sensitive documentation.  If you are an entrepreneur or have a home office then having a personal shredder in your office will suffice. Here are some features to consider: READ MORE