National Organize Your Home Office Day

Today is National Organize Your Home Office Day. About a third of the requests for help that I receive are related to the home office. Today we'll look at some of the common issues and what can be done to resolve them. There's a little treat for you at the end of this post.

Issue: Paper stacks. This is the most common issue in the office but it's actually a compound issue created by a couple of other issues - an inadequate filing system and cheap file cabinets.

Issue: Inadequate filing system. Many people label their files with little thought to how they need to file, access and use the information. When it's time to file, an inadequate filing system will leave them guessing which file to use and how long to keep the information.
Resolution: Consider using a packaged filing kit. A good kit explains how to file along with file labels. My personal favorite is FreedomFiler (www.freedomfiler.com).

Issue: Cheap file cabinets. They're rickety, have sharp edges, and the drawers extend only half-way. No wonder no one wants to file!
Resolution: Invest in a good file cabinet. Look for a sturdy cabinet with full-extension drawers. You won't believe the difference a good file cabinet will make and it will probably be less expensive than you think. You might even look forward to filing! One of my favorite brands is Hon which is readily available at any big box office store.

Issue: No office. Your space is so small there is no room for an office so the bills are on the counter, and the coffee table,  the school papers are on the dresser, and the tax papers are ... where?
Resolution: Create a portable office and assign a place to store papers that need action. A file box with an insert to hold desk supplies or a file cart with drawers can be stored anywhere and offers portability when it's time to sit down and do a little work. The files can be labeled by the category of the action (call, pay, research, read, etc.) or set up as a tickler system (check out my earlier post "Tickle Yourself Into Action") By the way, just file papers as soon as the action is complete. Putting the paper in a "file" file doubles your work.

Issue: Missed deadlines. Bills don't get paid on time. Projects are late or never get done.
Resolution: A better planner. A planner that marries the to-do list with a calendar makes it easy to schedule things so they get done. Break large projects into smaller tasks and record these tasks in the to-do section of the planner. Record deadlines and due dates. Consult your planner several times a day to keep on top of your plan for the day. My two favorite planners are the Taylor planner (www.taylorintime.com) and Planner Pad (www.plannerpad.com).

Issue: There isn't enough room on the desk to work because of the computer.
Resolution: Move peripherals off the desk. I like to use a shelf above the desk or a small table at a right angle to hold the printer. A keyboard tray will open up more desk space.


Issue: A stack of business cards - who are these people?
Resolution: When you receive a business card write down the date and the place you met on the back of the card. You might also consider jotting down why you might be interested in contacting that person in the future. Can't think of anything? Maybe you really don't need to keep that card after all. A Rolodex is a simple way to file the cards. Use one strip of tape on the left edge of the business card to tape it to the Rolodex card and you will be able to access the back of the card.


Having a little business card envy? The folks at UPrinting.com can take care of that for you by printing up some snazzy new cards. Uprinting.com is sponsoring a give-away so one lucky winner will receive some new business cards.

2.      The Prize:

500 Business Cards for One (1) Winner

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4.     The Rules:

Give-away will end at midnight (Central) Wednesday, March 24, 2010 when an entry will be drawn.

One entry will be given when you become a follower of this blog.

One entry will be given when you become a fan of the Clear Spaces Facebook Fan Page.

One entry will be given when you become a Clear Spaces Twitter follower @ClearSpacesLLC.

One entry will be given when you reply to this post with your office organizing challenge to be featured in Stump the Organizer Saturday! Can't think of a challenge? Tell me your favorite organizing tip. Let me know if you have done the other things (follower, fan, tweet) too.

Visit back on March 25 to find out who is going to get some snazzy new cards free. Now go out there and be productive!

Clear Desk = Empty Mind?

My client ushered me into his office while chuckling “I had always believed that a clear desk meant an empty mind, but I guess this means my mind is overflowing!” Indeed his desk was stacked with papers, an extra keyboard – because the old one stopped working – books, and folders. The stacks had migrated to the floor and the credenza behind his desk. His tone turned solemn. “Seriously, I’m overwhelmed. I don’t know where papers are, and I feel like I’m on a slippery slope.”
Situations like this happen for a reason. It’s my job to discover the reasons and develop strategies to reach the client’s goals.
In Bob’s case (not his real name), a colleague’s recent move to another company meant his workload was doubled. In the past Bob’s systems barely kept him in control of his work. But with the increased workload, he was now drowning.
For Bob: out of sight means out of mind. Bob’s not alone. Approximately 60% of the population is very visual. For this group there is a tendency to leave items out in the open as reminders that some action is needed. You can appreciate why Bob would think that a clear desk was anathema to productivity. But when the “reminders” start to accumulate they form “visual wallpaper.” It is impossible to discern the individual tasks. The whole becomes a large, menacing “to-do.” It’s enough to paralyze the most stout of heart. The lessons in this case are valid for most of the population.
We started with a strategy of “divide and conquer.”
We spent the morning sorting through each stack. Eleven banker’s boxes were labeled with ”do it now”, “do it yesterday”, “file it”, “personal”, “shred”, “goes somewhere else”, and the name of each of the five projects he was currently responsible for. I picked up each item, and Bob assigned it to a box.
For Bob “do it now” and “do it yesterday” were more meaningful than “important” and “urgent”. Every label must be subjective in the way it prompts the user.
Setting up a box for items to shred or put to away elsewhere helped us remain focused on the task of categorizing. With the major sort into categories completed, we began the minor sort.
Starting with the “do it yesterday” box, the next action for each item was written down on each document’s upper right-hand corner and put in a stack of items with similar actions. In the end we had divided the urgent items into many stacks: “call”, “email”, “discuss”, “research”, “follow-up” and “read.” This exercise was repeated with the “do it now” and “personal” boxes. For the project files we noted the next action in planning.
An open desktop file box containing hanging folders was set up on Bob’s now cleared desk. Each folder was labeled with an action item category, and the tabs were arranged alphabetically. Arranging the tabs in a staggered fashion insured that every tab was visible. We added two more categories: “hang-on to these” and “file it”. The “hang-on to these” folder mainly holds reference items that will be needed soon: for example, the agenda for an upcoming meeting. Bob was able to prioritize within each category by putting the most urgent items at the front of each folder.
As Bob completed each action he noted the new next action, and he filed the item accordingly. Eventually all necessary actions would be completed, and Bob can note the name of the file under which the item should be filed. Now Bob’s assistant can do the filing with very few, if any, requests for direction from Bob.
The cycle of noting the next action and filing the item put Bob in control of his workflow. When he chooses to make calls, he has all the items that need calls grouped together at his fingertips. The open file box keeps work handy, organized and visible without cluttering the desk. Also it is easier for Bob to delegate work to his assistant.
All in all, Bob felt very satisfied with the system. And to his surprise he found that his clear desk encouraged focus, productivity, and planning.