Use 4 steps to set up your system: Plan, Sort, Organize, and Maintain.
- Plan
-- Jot down some notes to determine what you have, where it should
go, what you need to store it, and how you will keep it up once established.
Then start sorting!
- Sort
-- this is the fun part, which you can easily do in front of the
television or while listening to upbeat music. Label a few sturdy boxes and
begin sorting through the paper piles, sorting into stacks as you go: To
Pay, To File, To FollowUp, To Trash, Undecided.
Make a point to avoid reading every single piece of paper you pick up-- this
is crucial to getting through an otherwise easy stage of organizing in a
quick manner. Do this all in one sitting if you have the luxury of that big
of a time block, or just take 10-15 minutes a day until it's complete.
Since you're just sorting and categorizing by genre (catalog, bill,
articles, essays, magazines) or action (needs paying, paid and should be
filed, subscription to be archived for future research), it's easy to breeze
through this once you get into the rhythm of sorting.
- Organize
-- now that you've recently purged your current papers, it's
time to organize them so you don't have to keep repeating this dreadful step
each month (or week, in some cases). Create two sets of files, Current and
Archived.
Current Files consist of things you access daily or even weekly such as:
bills to be paid, appointments to be made, and anything else requiring
action (either today or in the near future). Create simple categories for
these items with names that make sense to YOU and keep the stacks separated
in manila files or stacking bins. (I recommend folders so that I can store
them vertically-- stacking bins are just one more place for folks to add to
your clutter!) Color-code if you think it will help you stay focused, either
by using colored folders or colored dots on plan manila ones. Store in a
vertical stair-step rack on your desk or countertop, or in hanging files in
a small crate or desk drawer. Just don't file these away so safely that you
forget where they are and stop using them!
Archived Files are those you've processed but need to retain such as: paid
bills, receipts, warranties, tax records, business expenses, and so forth.
Store them in your file cabinet inside hanging folders, and purge on a
regular basis. Paid bills such as utliities and mortgages can be moved from
your file cabinet to bankers boxes on a yearly basis to make room for the
next year's paperwork. Be sure to label your boxes before storing so that
you can find papers in a hurry for taxes or when selling a home.
Sort your paperwork as it arrives in your home, in categories such as TO
FILE, TO TOSS, TO PAY, TO CALL, FOLLOWUP LATER, etc. Those become the titles
or labels on your file folders, and make this whole process easier to deal
with. Store your papers together in manila folders, pocketed folders, a
binder with pocketed dividers, or an accordion file. The tool doesn't
matter, but your system DOES. Perhaps you've used a system at work; don't
hesitate to bring that concept home with you to make paperwork easier.
- Maintain
-- as for those articles and the rest of the daily paper deluge,
try to clip & toss as much as possible. Clip the article, file it in a
binder or photo album with magnetic sheets, or even a pocketed folder. Keep
it in a folder TO BE READ until you have time to peruse, or once read, file
in your cabinet for future reference. You'll find there's no need to keep
the entire magazine or newsletter for one small article or recipe.
3. Maintain --- since you know what types of files you need to organize,
it's time to keep that system running smoothly. Your papers should be
processed routinely, same time same place. Try to get in the habit of being
the one to open mail, and read it in the same place each day. This avoids
scattering and possible loss, which occurs when too many people have access
to the incoming mail.