What’s dancing on your computer desktop? Virtual clutter can be just as bad as the stuff kicking around the floor of your office.
Do you habitually leave documents sitting on your desktop so that you can find them easily the next time you want to work with them? It’s not a bad idea – until there are so many files or shortcuts on your desktop that you can’t find any of them. That’s right; just like the top of your physical desk.
Don’t panic, the solution can be relatively simple. Set up folders as hot files on your desktop to house the material you are currently working on just like the hot files on your desk. Keep them specific and time limited. When the project is over or completed, purge the folders and move them off your desktop. By then there will be other files that need to be moved into hot files.
Archive for E-files – Page 2
Here’s a tip from Julie Morgenstern’s book Never Check Email in the Morning.
Avoid sending FYI’s. They clog your inbox and everyone else’s and are a tremendous time drain with little reward. Never send an FYI without telling the reader at the beginning of the message why you think it will be of interest to him/her. For example, send and FYA or For your Awareness to keep you boss on the inside track just in case.
Inbox a little heavy these days. Like most people you have probably read the important messages, left the rest and moved on with your day. Result: your inbox has several hundred or more messages patiently awaiting your attention. “It will never happen“, you moan. “I will never have time to figure out what to do with them all“. Probably not. Try this instead.
Reorder you Inbox, or whichever folder you’ve decided to attack, by some other method than the usual one. If you order it by date, switch to by sender. Try subject. Try size. It doesn’t matter as long as it is different than your day to day sort.
Start anywhere in your box with your finger over the DELETE key. Notice how the 30 messages from your boss relating to last year’s budget are no longer relevant. How about the 14 messages relating to the Christmas party. And there are the 23 messages about the add space you were considering but never bought. Keep going, you are doing great.
Evenutally all messages that you keep for content need to be filed. Elsewhere I have talked about matching up your e-files to your paper files to make the filing process easier. But for the numerous messages that just collect because we never get around to clearing them out, a Friday Delete Diet can be a wonderful thing. Very lightening before the weekend.
How are those files? Full of material from 10 years ago. If you haven’t already, now is a great ime to revisit the contents and get rid of anything that is a) not relevant, b) not legally required, c) not accurate.
Remember, not all legally required material has to be kept in your current, day to day files. In fact, material that is several years old and retained purely for legal reasons may be better suited in a long term storage area that is access seldom if ever.
When your done the paper files, start on the e-files.
Memory filling up? How many emails in your Sent File?
Try the 15 minutes a day trick. Spend just 15 minutes a day clearing out old, no longer needed files off your computer. You’d be amazed at how many you can clear out in 15 minutes. I’m up to about 250. Multiply that times 5 days a week and you’ve cleared out 1250. That will give your memory some breathing space!
It’s also easier if you switch up the way you sort your files. If you usually sort by name, try sorting by date, by size or, in the case of email, by sender. Changing up the sort helps change your perspective and facilitates the decision making to keep or discard.
It has been over a year since I last published this post on Indicators of disorganization. At a time of the year when many people are looking forward to the next year and planning out goals and targets, this seemed like a good time to review why some people never meet their goals. Add to the season a little economic turmoil and organized, clear about your direction and on track to reach it, was never so important.
You think you run a great company. Maybe you do. You’ve studied the books, taken the courses, run the retreats. At the same time, you admit to yourself when no one else is looking that something isn’t quite right. You, and your company, may be suffering from a basic lack of organization. Here are the top five indicators I find when companies are swimming in corporate clutter and stuck in the land of corporate disorganization.
- Targets are not being met.This is the indicator that keeps you awake at night. As we scream through the third quarter you are already sweating. You didn’t meet first quarter or second and here you are behind the eight ball for third.
- Employees don’t understand the mission and/or strategic goals.You have the mission memorized. You’ve agonized over your strategic goals. Every word is perfect. You’ve done the retreat and handed out copies. Why is it then, that no one remembers? Why don’t your employees remember what the company is trying to accomplish this year?
- Employees are unhappy.You have a sense that there are just too many good bye lunch parties. Meanwhile you’re soaking up your training and development budget with new hire orientation rather than development of your existing and loyal employees. At the same time, you’ve hearing complaint after complaint from employees about this, that and the other thing. They never bring it up to the team meetings, (do you have them?) they just grumble.
- Offices, work spaces are cluttered.Starting with yours; Do you, or your staff, keep asking for another copy of ____________ because they can’t find it? Do you, or your employees spend too much time looking for things and not enough time acting on goals? Sure, you know exactly where that proposal is, right? If I said you had 10 seconds to find it, could you? What is under, behind or beside your desk? Your employees desks? Check it out.
- Someone, or ones, is (are) working longer hours than they should. i.e. outside of the normal ebb and flow of business and seasonal cycles, you have one employee, maybe its you, that is always there later than everyone else, comes in on weekends, and probably still is not meeting their performance objectives.
So now you are going to spend the day acutely aware of these indicators in your company. That’s ok. Remember, the first step to change is recognizing when there is a problem.
I am going to stay with the email theme. A common challenge for all of us is dealing with the email messages in the Inbox that have been read but not deleted or filed. Some days/weeks/months later there is a significant backlog and clearing it out is such a huge task we all avoid it.
Try this: Dedicate 10 minutes every working day for a month to email clear out. Start by changing the sorting criteria for your Inbox (just for clearing out purposes). If you have email sorted by Date Received, switch to Sender or Subject. Start anywhere at all, it doesn’t have to be at the top, and quickly scan the messages in the reading pane. Notice how your perspective on the messages changes?
By changing the order of the email on your screen, you change the perspective for your brain which is often all it takes to boost the Keep or Delete decision making process. In organizing, its the equivalent to moving all the material you need to sort through out of its usual living place and sorting it in a completely different environment. Try it and remember: 10 minutes a day.
Congratulations – you turned off the email alert and scheduled yourself to clear email after 11:00 am – didn’t you?
Messages are easily lost in the Inbox. To avoid forgetting about a message, learn to use your flag alerts. If you are visually oriented, chose a different colour for different types of alerts: e.g. follow up from your VP could be blue, follow up for you subordinates could be green. Your computer will keep track of the messages that are flagged.
Meanwhile, try and delete messages as soon as possible and file those messages that you need to keep but don’t require any further action. The filing system in your email should mirror that of you paper files. That way, your brain only has to remember one system and is more likely to remember where items are located. Finally, in the worse case scenaria affectionately known as the “beer truck phenomena” (what happens if you don’t show up tomorrow because you have been hit by a beer truck?) the risk to your company that something important is lost, is reduced, as the likelihood of finding material in your computer is increased.
I am often told by clients that they can manage to keep one but not both of their information filing systems up to date. Either the paper files are comprehensive and up to date or the e-files are organized and up to date. Often clients find they can’t keep them both organized.
A good rule of thumb is to try and mirror your e-file structure to your paper file structure. Give your brain a break and make the sorting process as easy as possible for both electronic and paper files by using just one structure.
Then remember to schedule a regular if not frequent purge.
Like me, many of you are probably inundated with email. After my four days away, I found over 200 of them in my inbox on the family manager email. That’s a pile of time and effort to clear out. Also like me, and almost everyone else I talk to, you are probably challenged to keep your inbox streamlined. As storage issues become less and less of an issue, and digital data gets easier and easier to store, some people choose to never clear out their inbox. That is certainly one management method, but not one I recommend to my clients. The more stuff you have, be it digital or otherwise, the more energy and effort to manage it. Here are some suggestions that I offer my clients on how to lighten up the inbox.
- Dump the Junk – if you haven’t already, use your rules and alerts function to get rid of as much spam as possible. Set up a rule to delete anything with words you find offensive or prefer not to read. You know the ones I mean. We all get them!
- Program the Project – if you are managing a project, event or particular subject (I just finished coordinating almost 100 runners on my son’s cross country running team at school) use your rules and alerts to manage the incoming mail. I set up a rule to send all message with X Country in the title or body into a separate inbox. I set up the inbox specifically: X Country Inbox. Everytime I sent a message to the team, I included X Country in the title. And obligingly, every parent used the reply button to respond; with X Country in the title. You could use the same technique for managing email for your children especially if you have several children in different schools.
- Sort out of Context – this is a strategy that works for almost everything. Sorting items away from their usual context, whether clothes, dishes, paper or email, helps you to see it and sort it in a with a fresh viewpoint. If you usually keep your email, like 99% of us, by date, click on the From header at the top of your inbox and sort it by sender. You’ve finished with all George’s email, don’t need to keep your mom’s, file away the teacher’s etc. etc.
- File and Filter Faithfully – Many of us keep a filing cabinet of digital folders on our email desktop. These can be very useful if you struggle with the delete key and are positive that that email will surface as useful next year. (Remember, it rarely ever gets read again). Take a few moments a couple of times a year to clear these folders out too. Use the same technique; change the context or set up a new rule to help you out. If your daughter is finished with hockey, run a rule to identify into a separate folder anything with ABC Hockey League. Scan the items for relevance than delete the folder.
It just takes a few minutes to delete as many as hundreds of email. If you review and decide on 10% of your backlog daily, you will go a long way to getting out of the muck.
