On the Road Again: Organize Your Mobile Office
Road Warrior Image by Mohamed Hassan from Pixabay
During the last two years, the watchword has been “work from home.” In this recent WFH era, we’ve eschewed office buildings and turned snuggly corners of our bedrooms and dining rooms into home offices. Many companies have closed their local operations altogether, finally trusting that there’s no need to micromanage their knowledge-worker staffs. More and more, companies are OK with letting people work where and how they operate best.
Of course, this isn’t the case with everyone. Some employers are rushing at breakneck speed to return the North American workplace experience to “normal,” despite the distinct rise in European and Asian COVID cases of the Omicron BA.2 subvariant. Count me as one of those who is curmudgeonly aghast at the state-by-state dropping of precautions, as I noted in the following reply to a friend, which got a lot of Twitter love.
I am so tired of people saying it’s over because they want it to be over. It’s not a relationship, it’s a virus.
— Julie Bestry, CPO® (@ProfOrganizer) March 23, 2022
Obviously, though, there are some people who can’t work from home. Your favorite restaurant can’t let the sous-chef work from his back deck. An OB-GYN is the perfect example of how you can’t phone in every kind of delivery!
And people who travel about for work, whose very career depends on them physically arriving at different locations, whether locally, regionally, nationally, or internationally, need to get on the road (or the tarmac), however ambivalent they might feel about the prospect. And, of course, they need to be organized.
HOW TO ORGANIZE YOUR MOBILE OFFICE
From smart phones to Zoom to cloud computing, modern technology has made road warriors a little less embattled, but keeping your mobile office from looking like an outtake from Game of Thrones battle requires some special equipment and finesse.
Over twenty years as a professional organizer, I have worked with a wide variety of clients who work, at least some of the time, from the road.
There have been numerous pharmaceutical sales representatives who needed to organize medical literature, promotional materials, medication samples, durable medical goods, and anatomical models and schlep them from medical offices and hospitals in their assigned local or regional areas. I’ve worked with a few mobile pharmacists serving as pharmacy supervisors, traveling each week to different outlets, and working both as members of their profession and in consultant/supervisory capacities on behalf of their companies.
I had one client who traveled her “territories” in various parts of the country for a restaurant chain, training franchisees and their staff on everything from computer systems to how to prepare and garnish certain delicious foodstuffs. And one client shared memorable tales of his experiences as a high-level insurance executive assigned to travel and review high profile claims.
What all of these hearty folks had in common is that they needed to have all of their necessary office supplies, documents, and resources available to them with the same ease of accessibility as when they were comfortably seated in actual offices. While each had unique needs, their were a wide number of commonalities.
In the Car
Let’s focus on documents. Back at a decidedly stationary office, you’d have filing cabinets, hanging file drawers in a desk, and a variety of other options with the distinct advantage that you never need worry about jostling.
Cars, however, jostle. They are buffeted by the wind on the highway and hit unanticipated bumps from potholes and running over detritus that has fallen off of other vehicles.
If your mobile office requires bringing lots of glossy literature, forms, or other pre-printed material, you’ll want to approximate a standard filing system as much as possible.
Personally, I’m a fan of sturdy file crates. These crates, fashioned after old-school milk crates but with file rails on all four sides (to accommodate letter-sized or legal-sized files) take a licking and keep on ticking when you’ve got a heavy load of hanging files filled with file folders and lots of paper.
My favorite version is made by Sterilite and, like the very best versions of the TARDIS’s control room, has lots of “round things.” I own them in four different shades of pink/plum/mauve, plus blues and blacks. Another client swears by teal.
In most “big box” stores like Target or Walmart or office supply stores, you can usually fine single crates for $5-10. (Storex makes a very similar version, with weirder displays of “round things,” but usually only in packs of three or more for somewhat higher prices.)
A good alternative to file creates is to pick a few sturdy lidded totes equipped with hanging file rails. In this case, I’m not referencing portable file boxes (we’ll get to those), but larger file tubs requiring a two-handed grip. Bankers Box (yes, famous for their fold-into-place cardboard paper storage) has hearty one:
Office Depot and Staples have their own lines of dependable tubs. They key is that you want a heavy-duty file tote or tub with hanging rails, one that will withstand the test of time and changes in temperature and humidity. A warped tote is not a happy tote.
These crates or totes should generally stay in your trunk or the rear of your hatchback/SUV, removed rarely just for cleaning of the vehicle. In general, if you keep the contents organized and maintained, updating which folders (and which file contents) are stored within, they shouldn’t require much upkeep.
Aesthetics are less important than durability. However, if you’re eager to move your resources from your trunk to your a hotel room or event venue, there are other options, with functional and aesthetic appeal.
Last year, I guest-blogged for the great folks at meori, and wrote From Dad’s Study to the Modern Home Office, performing a deep dive into the essentials of a home office. One of my favorite products I got to know was meori’s Hanging Office Box.
It’s available in a few different colors, accommodates hanging files, and is collapsible.
Whichever you choose, use these kinds of file storage for stockpiling multiple copies of leave-behind resources: glossy one-sheets, brochures, catalogs, blank forms, and templates. To ensure that you’re always prepared for a surprise trip, restock your mobile file space weekly if you stay local, or upon each return from out of town.
On Client Calls
When you head into a client meeting while on the road, you’re not going to want to keep zipping back to your car for the documents you want to share or disburse. If you think of the trunk storage totes and crates as the big deep-freezer in your basement, these next options are more like your lunch box or picnic basket. You’ll use them for your laptop or tablet, essential files, and office supplies and related resources, like chargers. It’s the stuff you carry with you.
Recently, I shared with you my beloved ZÜCA Business Backpack.
For an even more refined look, the Samsonite Business Slim Backpack (in Cognac or Black) is a sleek option.
A full analysis of business backpacks is probably better left for a post on travel, but I can tell you that there’s enough of a variety of business backpacks that you can be assured they’ve come a long way from the backpacks of the days of pep rallies and bus rides. To find a professional backpack to your liking, consider these expert round-ups:
Specialist Satchels: The 19 Best Men’s Backpacks for Work from The Coolist
19 Best Laptop Backpacks the Provide Both Fashion and Function from Marie Claire
The 10 Best Business Travel Backpacks from the blog The Broke Backpacker
The Best Minimalist Laptop Backpacks from Proactive Creative
If you’re looking for something with a little more accent on fashion, primarily for hanging files, there are alternatives to the standard backpack or briefcase. Sadly, the long-beloved (by clients and professional organizers alike) leatherette file totes from Jamie Raquel exist no more, but Levenger’s LevTex Portable File Totes scratch a similar itch.
Available in Black, French Blue, Purple, Red, or Hickory, with a tan twill interior lining, the LevTex line runs $99.50 each (though I’m spotting it on sale for $69 at the time of publication of this post).
At a lower price point, Home District has a similar faux leather Chic File Folder Organizer Tote in Red, Brown, and Black for just $39.99 via Amazon:
If image is less important to your line of work than durability, and you’ve got a lot of paperwork to share in meetings or at events, consider a portable file box with hinged lids, sturdy handles, and hanging file rails. Search for “portable hanging file box” and you’ll come up with a wide variety of brand-name and generic versions like this:
These are practical for bringing in just what you need for a specific client call: notes, blank contracts, and a subset of literature from the mobile file space in the trunk.
If you carry blueprints or other large-format documents, carry both a standard portable file box for business papers and an art portfolio case. If you will be leaving designs behind, use inexpensive red rope portfolios; invest in a durable leather or nylon case if you will be using it long-term.
When you’re on the road, is your need to schlep a more heavy-duty experience? Expanding rolling crates are suitable when your display materials include heavy catalogs and sample products. They offer a robust upgrade from portable file boxes and won’t break the bank — or your back.
For a more elegant or refined look, try a rolling catalog case or a leather litigation briefcase like you see lawyers (or, more likely, their paralegals) using on TV.
And while you’re gathering all the resources to show off to your clientele or supervisees, make sure you don’t lose sight of all the chargers, cables, gadgets, tools, and small personal items that keep you efficient.
One favorite line of professional organizers everywhere is the Grid-It! from Cocoon Innovations. I am constantly amazed at how much I can pack into a small space with just a Grid-It! board covered in elasticized bands, but Grid-It! never fails to secure possessions, prevent tangles, and ensure that nothing falls into a black hole.
Cocoon also has an impressive array of slimline backpacks with Grid-It! stylings built in, for the road warrior who is living on the road, or in the air. Speaking of which…
On the Road…and On the Tarmac
Are you spending time in hotels, dropping in at co-working spaces, or hot-desking at divisions of your company as you jaunt around the country or around the world? When space is at a minimum but you want to feel like can keep your eye on all of your documents and resources, it can be helpful to adjust the vertical control. Look upward instead of outward!
For my clients who are always on the road, I suggest the Smead Cascading Wall Organizer. This snazzy revamp of the original can hang on the wall or anywhere from a nail, hook, or even a hotel hanger to reduce clutter in your workspace.
Made of durable, bright, and easy-to-clean polypropylene, the six colorful (yellow, orange, fuscia, green, blue, and purple) letter-size pockets can be removed to take to individual meetings. (Each folder holds up to 50 sheets.)
Use the clear front pocket to show the current month’s calendar, a project timeline or GANTT chart. (Fuzzy on that? Check out Checklists, Gantt Charts, and Kanban Boards – Organize Your Tasks from last year.) There’s a 3-part hanger (use one loop or all three), and an elastic cord closure for putting it all together and stowing it away.
The whole thing is PVC-free and acid-free, and measures 14 1/4″ wide by 24″ high (when fully expanded). Available directly from Smead for $19.03, or you can find it on Amazon for $15.28.
There are two variations on the theme. If the above brights are too vibrant for your super-stuffy colleagues, the clear version (with pastel pockets) of the Cascading Wall Organizer is also $19.03 at Smead or $11.10 at Amazon:
Conversely, there’s one with sumptuous jewel tones for $10.94.
The Container Store has a similar product, the Multi-Color Cascading 6-Pocket Letter File Wall Organizer Tote, for $16.99.
It measures 13 3/8″ wide by 10 1/2″ high, and when it’s not fully extended, it folds and collapses into a 1 1/2″ thick tote. Two snap closures open to reveal six cascading pockets (red, orange, yellow, green, teal, and dark blue) that hold letter-sized interior file folders (sold separately). You can label the tabbed pockets, and there’s both a handle for carrying the closed tote and a ring for hanging it for display.
At a similar price point of $16.95, the Pendaflex Hanging Organizer looks and works much like the others, with color-coded file pockets in an indestructible, poly carrying case.
Expand it like an accordion file, collapse it to store in a briefcase, or hang it with the files neatly cascading from a hotel doorknob or coffeehouse chair when you set up a temporary workspace.
And sometimes, you just need a space of your own when you’re away from your own space. For such occasions, the Plan Station Pro is kind of interesting. It reminds me of the graduate student study carrels in college libraries, but set up on an ad hoc basis.
This nifty workstation measures 24″D x 48″W x 24″H and lets you create a sitting or standing desk wherever you land, whether that’s a hotel or a job site, for just $40. You carry it like a large portfolio, then hang or use the included dowels so it will free-stand to create a mini office.
Finally, even if you have to work in a public space, avoid the temptation to invest in a wheel-mounted desk. If you must work from your car, it is roomier and more comfy (though admittedly more awkward-looking to ouotsiders) to sit in the center of the rear seat and balance your laptop on your knees.
Be Tactical With Your Tech
As Paper Doll, I’m always going to focus on your tangible, paper resources, but that doesn’t mean we’ll forget about the tech and other essentials. Your digital resources may live in the cloud, but you still need to reach them from down here on earth (and, OK, sometimes when you’re up in the clouds, too).
Generate a packing list to use with your backpack or satchel so that every night before you get on the road, you can make sure you’ve packed what’s necessary. Consider the following
- Phone (or a note to remind you to pack it in the morning once it’s charged)
- Laptop or tablet
- Mobile hot spot (you can tether your phone’s internet access, but you may want to buy a more powerful mobile router to make sure your computer, tablet, and any other Wi-Fi-able device gets the connection it needs)
- Bluetooth keyboard
- Bluetooth mouse (if you, like me, never got the hang of a trackpad)
- Bluetooth or wired number keypad (if you crunch a lot of numbers when working)
- Chargers and charging cables
- Adapters (because, between USB and USB-C, not to mention Lighting connections, nothing attaches to anything else these days without some fiddling)
- Headphones or ear buds (so that you can dial in to conference calls or Zooms with minimal distraction for yourself or other attendees)
- Flash drives (because you can never count on your laptop communicating nicely with the presentation set-up at any conference venue or work location)
- A legal pad or notebook (because sometimes, the internet or WiFi isn’t your friend)
- Post-It® Notes — always have a stack in your favorite color. Combine a sticky note and a Sharpie for everything from leaving a note on the bathroom mirror for hotel housekeeping to capturing an idea when the data on your phone peters out
- Your favorite pen, a colorful Sharpie (or several), highlighters (for calling someone’s attention to something in the analog/paper world)
- Headrest hangers, so you can keep your jacket or suit neatly hanging and wrinkle-free
Making Time for Putting it All Back Together
Block time every evening to review the list of people you will be seeing the next day. This is also a good time to check tomorrow’s slot in your tickler file. C’mon, you didn’t think I’d miss a chance to remind you about the value of tickler files, right? I’m always going to prompt you to tickle yourself organized, even when you’re on the road! (Especially when you’re on the road!)
Clarify the end goal of the meeting, so you know what you need to display or distribute. Verify that you have (or can acquire) enough copies of each. Make sure all essential items are in tomorrow’s tickler file slot.
After each appointment, before belting yourself into your car, ensure that any papers you acquired in the meeting are either filed for reference or added to your tickler file for prompt follow-up.
Laminate a checklist or create one in Evernote or your favorite digital system so that you can follow the same procedure every time you return from a client visit or sales trip.
Finally, taking a few moments to remove the pop cans, meal wrappers, and other schmutz of the day ensures that you will enter a fresh-smelling, chaos-free mobile office tomorrow.
Happy travels, and stay safe…and organized!
Paper Doll Post:
I don’t need any of these things but I sure love seeing all the different products!!!
You also don’t need to leave your office for work, right? I’m the same in terms of needs, but it helps for me to have something visual like this to point out to clients. Mobile offices (which, if they were what they sounded like, would be little RVs or Tiny Houses traveling behind cars) take a lot of planning and organization to just keep the stress at bay!
It’s a very neat concept, other than it always reminds me of a sales rep I knew who, while driving, would talk on her phone to a client with one hand (before it was against the law) AND look up product data for them on her laptop with the other hand. That still terrifies me over 15 years later.
Yikes! I think of mobile offices as the place to have your resources for when you go, mobile-ly, inside someplace else. Not a place to conduct business. No hands-on-phones! No surfing while driving!
I love the Plan Station Pro! That is wonderful, and because it is around you, it will also minimize distractions since you will not be able to see over it while working. Thank you, you always have amazing advice!
Thank you for reading, Sabrina. I also think the Plan Station Pro (there’s a “mini” version, too) is nifty. I do love researching these kinds of products.
That file tote has always been a favorite, and I’ve recommended the Meori box to many clients. Even if you don’t work on the road, that box is great. Many people don’t need a lot of filing, so something small and portable works really well (and looks nicer than a banker’s box).
I feel like there is a market for a car or aftermarket offering that turns a passenger seat into an office. Something that is built-in that folds down like the Plan Station Pro. Perhaps an “option” you can choose when ordering a new car. I feel the same about cars having a fold-down diaper changing station in the back, with a washable surface and storage for wipes and diapers. Maybe someday!
I’m with you, that meori box is fabulous from aesthetic and functional perspectives.
As for your inventions, I think we need to match you with some engineers who can turn your concept into a reality! One for business, one for moms. You’ll be rich and we can say “we knew you back when…”
I see clients in their homes and often bring a variety of supplies with me. I love the Meori products and heartily recommend them. I also love the sterlite milk crates. I love the colors and they are so very sturdy.
Your review of everything – plus the wonderful note at the end to tidy up after your day on the road is such good advice!
Diane, how funny that in all these years, I never thought about what WE do as having mobile offices, but in many ways we do. After all, there’s no clutter (right?) in OUR homes and offices, which is why we are traveling to clients. If this concept had been a snake, it would have jumped up and bitten me!
And yes, everything meori makes is gorgeous.
Thank you for your kind words!
I used to be quite “old school” but have worked towards becoming more paperless. I’ve done pretty well with work-related papers but still working on the personal paperwork. I think I have it down to one file box, which is good.
I like the options for minimal laptop backpacks. I have a shoulder bag now, but think I’d prefer a backpack.
I get it; paperless is often the way to go, but sometimes you just need something to be tangible, especially when technology proves itself undependable.
I like a backpack because it keeps me from favoring one shoulder, which is what happens with my purse.
Yes, yes, yes to vertical space! Those cascading wall files are super cool.
I think so, too, plus I love the colors!
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