Last month, we examined how to set up a paper management system. Now, let’s discuss how to increase the odds that the system will continue to work long into the future.
My spouse is like the character Pig Pen in ‘Peanuts.’ Imagine if you will a man followed not by clouds of dirt and dust, but by paper. Paper is his nemesis, and he hates it. Couple this with the fact that he’s an ‘outie’ – someone who likes things out, rather than put away, and we have the perfect storm of what I’ve come to refer to as ‘the paper situation’ in the home and offices we share. Piles of paper everywhere – in the kitchen, in the bedroom he uses to WFH, and on his desk in the home office. They are organized piles, and he can find things, which is what makes the system work for him.
Although there is nothing wrong with being a piler as opposed to a filer, piling or filing in all but the most organized manner makes it very difficult to find things. When your desk contains a mix of reminders, project notes, and things to file, toss, or shred, knowing what to prioritize can be problematic, and important items can get lost.
Most paper pile or file systems fail not because the paper doesn’t have a home, but because of a lack of follow through. Paper pilers often don’t follow through when they have finished the task at hand. Whether making a phone call, engaging in research, brainstorming a new project, paying a bill, or crafting a To Do list, papers generally come to rest in a pile to manage later, rather than being integrated into the established system.
Every organizing system needs to be maintained. Without maintenance, the system itself, no matter how good, will ultimately fail. Entropy affects everything, so good maintenance is the key to setting up an effective system that lasts.
Use the “4C Process”, below, to increase the odds that your system will continue to be successful long into the future.
CALENDAR. Set aside 30-60 minutes every week for maintenance. Plunk a repeating ‘maintenance’ appointment on your calendar on a ‘quiet’ day at a quiet time.
- Tuesdays, Wednesdays, and Thursdays tend to be quieter than Mondays, when we’re attempting to catch up from the weekend, and Fridays, when we’re prepping for the weekend.
- Likewise, early in the morning or late afternoon/early evening tend to be quieter than during the mid-day rush.
- When the reminder pops up, honor it as much as you would honor an appointment with anyone else.
CATEGORIZE. Gather papers together and sort like with like. Make corresponding piles of the following:
- To Do’s, to be added to your To Do list.
- Financial items that need to be addressed, corralled in a labeled file or basket on your desk. Once addressed, mark these with the date paid & the reference number, and then file them.
- Items that need to be filed, corralled in a file or bin, and placed on top of the filing cabinet.
- Handwritten project notes, to be added to project management software and then discarded or filed as needed.
- Anything else that needs to be addressed, added to your To Do list or to project management tasks, or delegated to support personnel.
- Add To Do’s to your To Do list.
- Update project management software with goals & tasks.
- Set a calendar appointment to address financial items, or delegate these to support personnel if possible.
- File or Pile items in the filing cabinet.
CLEANUP. The goal of the maintenance exercise is three-fold:
- To clear your work area of anything that doesn’t need to be there and open up the space for the things you need to focus on;
- To categorize items so that retrieval is easy;
- To ensure tracking of To Do’s, financials, project tasks & goals, and items that need to be delegated.
Whether you’re a filer or a piler, or a little bit of both, the best way to control paper is via follow through. Every time you work on a task that involves paper, ask yourself where does this paper belong? Then, when you’re finishing up your projects for the week, make time for follow through and to classify.
Taking the time to make this into a habit will save you time in the long run. It is a mind-set that will help you keep track of your task list, prioritize what is most important, increase efficiency, and decrease stress.
Lisa Mark, C.P.O. is a productivity expert and Certified Professional Organizer. Contact Lisa if you would like to find out if she is a good fit for your organizing or productivity needs.