Caldwell Evolution
  • Home
  • Organizing Services
  • Coaching
    • Mindfully, I AM Evolving Coaching Programs
    • Mentored for Momentum Business Coaching
  • Courses
  • Blog
  • About
  • Contact

Archive for Paper – Page 2

Mail Magic to Make it Disappear

Posted by Carolyn on
 February 2, 2009
  ·  No Comments

Have you got a pile of unopened mail on your dining room table? Maybe it’s in a pile on the counter. Here’s some magic to make it disappear.

  1. Take all the mail offers and put them directly in the recycling bin. You can be sure, there are more on their way.
  2. Take all other enveloped articles and remove the envelopes. If you have to, staple the envelop contents together.
  3. Divide the remaining articles into three piles Act Now, Follow Up and Think About. Book time for the Act Now items. Most of the items in the Think About you can throw out. You will probably never think about them and they are probably not on your list of top priorities.

Presto! A small pile of items that really require your attention.

Organizing Strategies
Tags : mail, mess, Paper, sorting strategies

Purge Time!

Posted by Carolyn on
 January 23, 2009
  ·  No Comments

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.

Office Organizing
Tags : Clearing Clutter, Document Retention, E-files, Filing, Paper

Prepare for Tax Time 2010

Posted by Carolyn on
 January 13, 2009
  ·  No Comments

Many of us have just come to the end of a fiscal year, matched up to the calendar year. Why not get a jump on tax time for the following year? Your box of receipts may still haunt you until you hire a book keeper for this year’s tax, but next year could be a different story for you.

Pick up at your local office supply store an accordian folder with at least 12 tabs. They are often available as 6, 13, 31 (date) or 26 (alphabetical) tabs. Label the tabs by month.

Use this monthly organization to put all your receipts for 2009. Each time a receipt comes in, drop it in the relevant tab slot. If your business is big enough, you may wish to have one for revenue and one for expenses.

If you are using electronic files, consider the opportunity to convert your paper receipts into electronic documents using tools such as offered by The Neat Company.

Office Organizing
Tags : organizing tax files, Paper, tax, tax preparation

Stressing over Garbage

Posted by Carolyn on
 December 18, 2008
  ·  No Comments

Clearing out a client’s office with them, particularly offices with lots of paper, can be an illuminating experience. Not so much for me, but for the clients.

Typically at the end of the day, we end up with several bags or boxes of recycling mostly paper. There are usually another couple of bags or boxes of garbage. Finally, there is an inevitable collection of material that belongs to other people in the company and will be distributed accordingly or taken to a supply/equipment/archive store room. The end result is a calm and organized work space the even feels more productive, 4 – 6 bags of recycling and garbage in the hallway and a stack of stuff that is doesn’t belong in the client’s office.

When clients are confronted with the debris in the hallway, the illumination begins; “I can’t believe I was so stressed about so much stuff that turned out to be not worth keeping or not even belonging to me!” Bingo.

Take a look around your office. Cluttered? Messy? Paper got you stressed?

I highly recommend a clear out and overhaul. You may be surprised at how much stress you are spending on garbage.

Office Organizing
Tags : Clearing Clutter, home office, managing mess, mess, organizing paper accumulation, Paper, reasons for disorganization, SOHO, Understanding disorganization

Hot Spots – Where are They?

Posted by Carolyn on
 December 16, 2008
  ·  No Comments

I have written a couple of times recently on the importance of establishing hot files in your office or work area, (see Hot, Hot, Hot, The Disappearing Desk). One question which consistently surfaces when working with clients, is “what is the optimal place for the hot files?”

The answer? There isn’t one; the location of the hot files really depends on how you function in your office. The best location will depend on your organizing personality, the nature of your work and the space you have available. Here are some examples in no particular order:

  1. In a vertical file holder on your desk. Works well if you have the space on your desk, your need to see the files right in front of you.
  2. In the top drawer of your filing cabinet. Works well if you have the file space, you require visual calm in your office, you don’t need the visual cues to remember what’s there.
  3. In a vertical file holder on your credenza (table). Works well if you have the space on a credenza or table, you need visual cues to remember what’s in them.
  4. In the file drawer on the right/left pedestal of your desk. Works well if you require visual calm, have the space in the drawer, are in and out of the files freqently during the day, don’t need them right in front of you to remember what’s in them.
Office Organizing
Tags : desktop, Files, home office, office organizing, Paper, SOHO

The Disappearing Desk – Take 2

Posted by Carolyn on
 December 9, 2008
  ·  No Comments

Many people struggle with a desk covered in paper, files, reports and debris from the work day. There is now doubt, trying to get a grip back once this has got away from you can be an overwhelming task. Try this to get back control:

  • As usual, start small. Take 5 minutes first thing in the morning to sort just one corner of your desk. Sort the paper by date, project, time line or subject. There is no right or wrong way only a way that makes sense to you.
  • At the end of the day, take another 5 minutes to file the piles you sorted this morning. Sorting takes far more brain power, decision making and emotional/intellectual energy than filing. Do the filing at the end of the day.

Try this for 28 consecutive work days. I promise you that at the end of the 28 days your desk and your organization will be at a very different place – a very good place.

Office Organizing
Tags : desktop, home office, Paper, SOHO

Clearing out Files

Posted by Carolyn on
 December 5, 2008
  ·  No Comments

The end of the year is an excellent time to purge out your files and make room for the next year’s activities. Before starting, make sure you are familiar with your company’s Document Retention policies and procedures. If you head up a company, make sure that you have document retention policies and that your employees know what they are so that they can also clear out some files. If you run a small business or home based business you may want to check with your accountant for the retention requirements of business and tax documentation.

With all the rules taken care up, try starting small. Purging files is not the most exciting thing to do no matter which way you look at them. Try committing just 30 minutes a day for each of the next ten work days before the holidays. You’ll be surprised what you can accomplish in the total of 5 hours.

Office Organizing
Tags : Document Retention, Filing, Paper

Fussing about Filing

Posted by Carolyn on
 December 1, 2008
  ·  No Comments

Probably the number one item that clients want me to help them fix in either their home or their office is paper and filing. It seems that paper, and keeping track of the pieces we wish to keep, is a struggle even for the most organized.

Most people struggle over the structure of the filing system. “If I file something in here, I never know where it is and can never find it again.”My advice to clients is that there is no perfect filing system. There are good commercial systems, (e.g. Paper Tiger), there are common systems (alphabetized) often used in corporate settings and then there are the rest of us.

It is important that you pick a structure that works for you. If you organize visually, try using coloured files. If you are tend to talk to yourself and are auditorily oriented, try using file headings like “Keep this for Income Tax Time” or “Things I keep to refer back to”. Sound corny? Who cares? If it works for you, that’s all that matter.

Office Organizing
Tags : Files, Filing, Paper

Frustrated with Files

Posted by Carolyn on
 December 1, 2008
  ·  No Comments

Probably the number one item that clients want me to help them fix in either their home or their office is paper and filing. It seems that paper, and keeping track of the pieces we wish to keep, is a struggle even for the most organized.

Most people struggle over the structure of the filing system. “If I file something in here, I never know where it is and can never find it again.”

My advice to clients is that there is no perfect filing system. There are good commercial systems, (e.g. Paper Tiger), there are common systems (alphabetized) often used in corporate settings and then there are the rest of us.

It is important that you pick a structure that works for you. If you organize visually, try using coloured files. If you are tend to talk to yourself and are auditorily oriented, try using file headings like “Keep this for Income Tax Time” or “Things I keep to refer back to”. Sound corny? Who cares? If it works for you, that’s all that matter.

Office Organizing
Tags : Files, Filing, labelling, Labels, organizing files, Paper

Where is Everything – Policies and Procedures

Posted by Carolyn on
 November 27, 2008
  ·  No Comments

Do you have current policies and procedures for your company?
Do you know where they are?
Do your employees know where they are?
Do they know what they say?
Do you have document retention policies?
Do you know what the means?
Do you know what the law in your jurisdiction says about retaining documents?
Do your employees know what the law in your jurisdiction says about retaining documents?
Do your employees know what your company mission is?
Do they share the vision?
Are your mission, vision and values reflected in your policies and procedures?

Office Organizing
Tags : Document Retention, Paper, Policies and Procedures, Where is Everything?
← Previous Page
Next Page →
Carolyn Caldwell photo, Instagram logo and link to follow.

Banish those Gremlins!

Conquer Procrastination Cheat Sheet

Struggling with procrastination gremlins? Grab your free copy of Conquering Procrastination Cheat Sheet: 4 Procrastination Gremlins and the Tricks to Beat Them.

Name(Required)
This field is for validation purposes and should be left unchanged.
Caldwell Evolution | Copyright © 2025 All Rights Reserved
Website by Janet Barclay