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Archive for hot files

Hot, Hot, Hot – Keep Those Files Close

Posted by Carolyn on
 October 28, 2008
  ·  No Comments

Do you have hot files in your office?

Hot files are the ones that either you are working on everyday because of their importance or contain the key To Do items because of their relevance.

Often when a hot file system has not been set up, people tend to keep the key files out on their desk. Eventually a whole bunch of files are on their desk and a few get moved to the credenza. Then there are a whole bunch on the credenza and a few get moved to the floor… you get the picture. You may be looking at that phenomena in your own office or that of your key director/manager. Try this strategy:

  • Pick a separate colour file folder for your hot files. Pick a hot one that will grab your attention.
  • Clear out of the things in/on and around your desk the key projects on which you are focussing.
  • Find either a desk top file vertical file holder or pick one of the side drawers of your desk and empty it out.
  • Put the files in the coloured folders and label them accordingly then file them in the spot you have chosen.
  • This is the new home of your hot files and you will find them there, in prime real estate, each time you need them.

Office Organizing
Tags : Colour, Filing, hot files, Paper

The Disappearing Desk

Posted by Carolyn on
 September 23, 2008
  ·  No Comments

Are you feeling hemmed in when sitting at your desk?

Take a quick inventory of what’s on it: computer CPU, printer, screen, keyboard, telephone, several “In” piles, three projects in process (at least that’s what you can see well enough to count).

Move all the hardware off your desk. Do a quick sort of your In piles into four file folders: read, call, write, decide. Put them into a vertical file holder on your desk, to the left if you are right handed, (vice versa) with the labels facing toward you. Make sure the three projects are in some form of file holder and add them to the vertical file holder.

Take a quick inventory of what’s under it at your feet: computer CPU, printer, several pairs of shoes, gym bag, handbag, assorted brief cases or other business cases, recycling box.

Move the CPU and printer. Put the shoes, gym bag and any other clothes in the closet or in a bag hanging behing the door. Put the business cases in the closet. Use the recycling box for the sorting in the second paragraph above.

Enjoy your space.

Office Organizing
Tags : Accumulation, Clearing Clutter, desktop, Files, home office, hot files, managing mess, mess, Paper, SOHO

Questions and Anwers: Paper

Posted by Carolyn on
 January 30, 2008
  ·  No Comments

Q and A: Paper
This is the first of what will become a regular feature on the Wellrich Blog: a Question and Answer column. I often receive questions from clients. Many of the questions are very similar. I will post here some of the more common, interesting or helpful for your benefit. If you have questions you would like answered, send them to me at wellrichorganizers@rogers.com.

Q: I can’t keep track of all of the paper that comes into the house- mail, school papers, etc. If I try to put things away I forget about them and miss things, and if I leave them out I can’t find anything. What do you suggest? I currently have stacks of paper in various places, things on my bulletin board, and the really important things stuck into my planner. Cherri, Toronto

A: “How do I handle the paper?” is the most common question most professional organizers receive from their organizing clients.

Step 1 – The first step to correcting the solution is to get all the paper in one place so that it can be weeded out. Schools are notorious for sending second and third copies of forms to be signed if they haven’t shown up by the due date. Pull is all together in one big pile and let’s go.

Step 2 – Go through and throw out (recycle) all the duplicates, envelopes and junk mail. What you have left is the material that you really need to address.

Step 3 – Set up a date sensitive/hot file type folder for handling birthday invitaitions, Kiwanis dates, doctors appointments or anything else that stale dates. This can be as simple as (my favourite) an alligator hook holding the date sorted papers hung on a hook in the kitchen, or as complicated as a 31 day accordion file used as a bring forward file.

Step 4 – Set up a reference material holder. This could be (my favourite) an accordion file labeled by subject (church, teacher, ballet studio, music teacher) or a binder with dividers using the same titles. File the paper related to these subjects as reference for when you need it. If it doesn’t contain reference, toss it.

Step 5 – Set up a filing system for day to day items such as statements that you still receive in hard copy. Get into the habit of keeping only the minimum required e.g. one year of statements, latest bill, total year to date etc.

Step 6 – Set up a mail station with a separate slot for every member of your family. This could be as simple as a cereal box cut like a paper tray (get the kids to decorate their own), plastic stacking paper trays, wall hanging shoe holders or anything else you can imagine. Go vertical! Label each members slot and make sure that when the mail comes in, it gets sorted. This is a good “chore” for a grade 3 student.

Step 7 – Give your kids a folder – plastic, 2 pocket, which they can choose the colour and decorate. Have them use this folder for everything that comes home for you. They bring it home and put it in your mail slot. You take out the contents, sign the forms and put it back in their slot. They check the slot each morning before school.

It will take a while for your family to buy into all of this but persevere. They will catch on and the kids will love not being nagged at school for the forms which used to be always late. Kids also like having their own mail slot. It makes them feel important and on an equal footing to older siblings/parents at least in this one department.

Home Organizing
Tags : Children, Family Manager, Filing, hot files, Paper, Q & A, Questions

Childrens’ Activity Information

Posted by Carolyn on
 November 5, 2007
  ·  1 Comment

How many times has your child(ren) been late for a birthday party because you couldn’t find the invitation with the location and directions? How about the scramble for soccer team telephone numbers to find out whose turn it is to drive.
Sound familiar?
I’ve just returned from four days at our national conference held this year in Vancouver. Professional organizers identified that a consistent challenge for family manager’s, (family manager definition: the parent primarily responsible for managing the activity and schedule of the household) is keeping track of all the paper that results from childrens’ activities. A significant component of this challenge is the difference in time sensitivity of some papers. You are likely receiving everything from the letter today reminding you of tomorrow’s parent/teacher interview, to the six month long competitive dance schedule or, that very Canadian of items – the hockey schedule.

1. Purge
Always start by getting rid of anything that you will not need in the future. Do your sorting with the recycling bin next to you so that paper/letters/schedules from last year, that were duplicated or for the select team your daughter didn’t make can go right to “file 13” by recycling.

2. Sort by Frenquency of Access
Sort the remaining items into 2 piles. The most frequently accessed items are those relating to events and contacts:

  • a) regular and frequent access like the weekly schedules – birthday party invitations, team phone numbers, cross country meet dates and times.
  • b) occassional access – reference material, team policies/athlete expectations, brochure for the team, association or company.

3. Set up a Hot File
Take all the items in the pile of “frequently accessed” and sort by family member. Now sort each family member’s material by date so that the next closest event is on top. Use binder dividers with names on the tabs to identify each family member’s set of hot file papers. Clip them together with an alligator clip. Hang a peel and stick hook (3M removable are ideal, available at most hardware stores) on the inside of a kitchen cupboard or wherever your family information centre is, if you already have one. Hang the alligator clip on this hook. Next time Brittany receives a birthday party invitation, pick up the phone and RSVP, record the date, time and location on the family calendar (I’m sure you already remembered to do this) and put the invite in her section of the hot file. You can grab the invitation on the way out the door and discard it after you have picked her up.

4. Set up a Resource File. This is for the remaining items that are used less frequently. This time you may wish to sort by activity (hockey, gymnastics, swimming) by organization (hockey league, parks and recreation organization, school, church) or again, by family member, depending on how busy and how big your family is. Don’t forget to save a space for the orthodontist, doctor or tutor. Use an accordian file or binder. If using a binder, dividers can mark each of the sections. This material gets purged twice a year at the beginning and end of the school year when children and families typically change activities. At the end of school, discard all the classroom specific material and keep only the back to school items. At the beginning of school, throw out the old soccer, hockey or dance schedule and start adding back in the new classroom and teacher material.
Voila! Party invitations at your fingertips, when you need them!

Home Organizing
Tags : Children, hot files, Paper, Schedule, Time Management
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