SOS! Organize And Tickle Yourself Into Action

I went camping this past weekend with our Boy Scout troop. The event was called "The Freeze Out" and the weather was definitely cold. Since we're Scouts, we prepared by wearing layers and bringing the appropriate sleeping gear. My sleeping bag is rated to 15 degrees and I had a fleece liner which added another 10 degrees of warmth. By the way if you are an occasional camper always use a liner. Liners are easy to wash and keep the sleeping bag fresh. We enjoyed fresh snow, a beautiful - but brief - starry night, and lots of deer. (Oh, and much hot coffee for the leaders!) It was really lovely. Of course, there is no internet in the wilderness so I'm posting SOS! today.

LaRhonda asked "I have heard that tickle files are the way to get your office organized. What are they? Why are they so good?"

I'd like to preface the explanation by stating there are many ways to organize. There isn't a one-size-fits-all strategy for organizing. As long as a strategy works for you - that's super. Many popular techniques are, what I call, eighty percent techniques. The techniques work pretty well for about eighty percent of people, but they do not work for everyone. Sometimes it's necessary to try a couple of approaches before finding one that works well for you.

When it comes to organizing paper that needs action there are generally two ways to handle it: sort the paper by the category of action that's needed or sort it by the date the action needs to happen. I have discussed the merits of the former category frequently. When you set up files with names like "to pay," "to call," "to read," and "to follow-up" you are organizing papers by category of action.

But sorting paper by the date the action needs to happen leads us to the "tickler file." The other name for the "tickler file" is "43 folders" because a folder is set up for each of the twelve months and for each of the thirty-one possible days in a month. So if a bill must be paid on the twelfth of the current month it will be filed in the folder labeled "twelve" and that wedding invitation for June 5 can be filed in the June folder.

The tickler file requires the discipline to check the file each and every day. Daily action may seem like a lot of effort, but it probably will take about thirty seconds to check the file. Plus doing the same thing everyday means that activity will become routine - and that's good. Routine activities require less thought and energy than novel activities. Think about how exhausting it was to first drive a car. With practice, all the little things that are done to safely operate a car became routine, and driving required less emotional energy.

When filing things away remember that the due date is not the same thing as action date. The action date precedes the due date so there is enough time for the paper to go through the mail, or get processed by the bank or whatever needs to be done in order to be considered done. There may be a two to seven day difference between what you determine the action date to be and the due date.

Most of the clients I have worked with preferred the categorizing paper by action because it made intuitive sense to them. Tickler file systems seem to work well when there is a massive amount of paper to be processed. Whether you store your paper by category or date, it is vital that you provide a way to account for how you’ll process the paper. Although it’s nice to have tidy storage, the organization is pointless if you do not process the paper.

How to get the processing done? Schedule it! Put ten to fifteen minutes (or more, if needed) in your daily agenda for taking care of paper. That little appointment will “tickle” you into being in control of your paper flow.

Thank you LaRhonda for your question and the nomination of St. Louis Children’s Hospital Newborn Intensive Care Unit for the end-of-year charity donation.

Stump the Organizer Saturday! Organize a Busy Desk

Thanks Rachel for your question for SOS. Rachel has entered the American Cancer Society for the charity drawing at the end of the year. Here’s how she described her situation: “Right now, I am working from a desk in our loft. But it is also used as our computer desk, filing area, etc...basically it's a HUGE mess.” She added that she’s pretty organized everywhere else in her life. Also the desk has no drawers or any other storage because her last desk had too much storage and that led to problems. The picture is of the desk area.
The key in this situation is to think beyond the desk, and create an office with different processing centers. Luckily, the basics for setting up an organized office area are already present. My first suggestion is to set up a chase perpendicular to the right side of the desk so that the chase fills in the corner and is the same height as the desk. This will give you an L-shaped surface area.
The chase will hold the printer so it can be moved off the floor. I’d put the printer at the end away from the desk. Move the vertical sorter to the left of the printer. The vertical sorter is my favorite tool for creating an action file. Each slot holds papers that need a specific action such as “to pay,” “to read,” “to write/email,” “to research”, or whatever suits your needs. However, I have found that “follow-up” is an essential category. “Follow-up” holds items that you need to revisit soon to make sure that someone else has completed their action. Align the vertical sorter so that the empty slots are facing you. Now you can label each slot with its specific action. The labels are absolutely necessary in keeping your action items organized. Now you can easily view and access papers that need action. When the needed action is completed for an item, just file it in the file cabinet. If there is room, place a tray to the left of the vertical sorter to act as an in basket.
Under the chase you will have room for the plastic drawer unit, a shredder, and a can for recyclables. There may even be room for the file cabinet at the end of the chase. Moving the file cabinet under the chase will create a paper processing area with left-to-right flow for paperwork. Good flow is efficient and has a comfortable feel.
The chase can be as simple as a finished board – like a bookshelf board - resting on the plastic drawer unit and file cabinet, or the board can be mounted to the wall with bookshelf brackets. The length and width of the chase depends on the dimensions of the area. From the photo it looks like a two-foot by four-foot board will fit the space nicely.
While you are picking up a board for the chase, pick up a narrow board that is the same length as your desk and two glass bricks. Use the bricks and board to make a shelf that will sit on the desktop against the wall. The shelf will hold the boom box, box of tissues, cup of pencils, and other necessary supplies that you need while you are at your desk. Raising these items off the desk maximizes the amount of space left for work. The glass brick allows light to reach the area under the shelf.
There are just two additional suggestions. Illuminate the area with wall-mounted lamps. Task lighting really helps make an area more comfortable. Label each drawer in the plastic drawer unit with the category of the items within it. Labels tell you not only what belongs where, but also what doesn’t belong.
The suggested changes are pretty easy to make but provide needed space for existing processes and defines what each space is. I would love to know how these suggestions work for you.
If you have a question to submit to Stump the Organizer Saturday! please email me at denise@clearspaces.org. Please include your favorite charity for the drawing to receive a $10 donation at the end of the year.