Paper Doll
Reference Files Master Class (Part 1) — The Essentials of Paper Filing
COPING WITH PAPER OVERWHELM
After last week’s post, Paper Doll Shares 12 Kinds of Paper To Declutter Now, I had a number of readers mention to me that while knowing what to get rid of helps them deal with their paper piles, they were still sometimes at a loss as to what to do with the rest.
Some fear they should be scanning everything to keep it digital, but don’t even own scanners. Others feel frustrated because even when they’ve arranged to get (and pay) their bills digitally, they still have paper coming to them. Many people feel at odds with the 21st-century pressure to have digital records, and don’t particularly feel adept with handling papers digitally. (They forget to look at email until it’s too late, or they never get around to scanning, or information just doesn’t seem “real” to them if it’s not in tangible form).
Over the 16+ years that I’ve been blogging as Paper Doll, I’ve tried to get across that whether you use analog or digital techniques — whether for paying bills, or keeping track of your appointments and tasks, or filing or archiving your information — doesn’t matter. That is, the method doesn’t matter; the commitment to a system is what is most important.
But 16 years is a long time. Babies born during the launch of my first Paper Doll posts are old enough to drive! To give you a sense of how long ago that was, Desperate Housewives was still a top-10 TV show (and people were still watching broadcast television). The top song was Crank That (Soulja Boy) and we were all trying (and mostly failing) to do the dance.
I originally wrote about the elements of a reference filing system in the first month of Paper Doll posts, back in 2007. It’s time to revisit the topic, see how digital solutions do (and don’t) help with the paper overwhelm, and introduce new readers to the best ways to manage paper.
Over the next several weeks, we’ll be taking a fresh look at how eliminate the frustration of paper files.
The Ice Cream Rule
The key to making any system work is just that — a system. That means having a location where something belongs and behavioral rules to get them there. I often refer to this as the Ice Cream Rule. If you come home from the store with two bags, one holding a half gallon of cream and one with a package of toilet paper, which one will you put away first? And where would you put them?
Even people who insist that they’re terrible with systems laugh and admit that they automatically know to put the ice cream away first; they recognize that they’ll end up with a melted mess if they do not.
They also have no worries that they’ll put the ice cream where they won’t be able to find it again — in the cupboard or the pantry — because their system not only includes behavioral cues (ice cream before toilet paper), but a geographic location (that is, the freezer) where the ice cream belongs.
Yes, people may drop the bag with the toilet paper on the kitchen floor, or hang it on the linen closet door, or actually put away the toilet paper in the bathroom right after getting the ice cream in the freezer.
Admittedly, the behavioral part of putting away non-urgent items isn’t perfect. The squeaky wheel gets the oil, and when it comes to putting things away properly, ice cream’s urgency is squeakier than toilet paper. (That said, the retrieval of ice cream is likely to be less urgent.)
A HOME FOR YOUR REFERENCE FILING SYSTEM
The point, and I do have one, is that to create order with the paper in our lives, we must ensure that we know exactly where everything goes. How? Filing papers is easy once each item is assigned a place to live. All of your reference papers need to have a home.
Keep in mind, that home does not have to be a palace. You certainly can invest in filing cabinets. These range from bargain 2-drawer metal filing cabinets to office-style 4-drawer tower-style cabinets.
If you prefer lateral filing cabinets (where you stand to the side of the open drawer, rather than in front of it), there are a variety of styles and materials from which to choose.
However, if you’re new to the process of getting your files in order, or if you’re trying to revamp an old, ill-fitting filing system, I encourage you to start fresh with something portable and accessible.
I’ve always preferred to maintain my files in Sterilite plastic milk-crate style filing boxes, which rarely run more than $7/each. They have internal hanging file rails, usually accommodating both letter- and legal-sized files, are stackable, and come in a wide variety of colors.
Clients are often surprised that I prefer milk-crate style filing boxes to alternate styles, like transparent, lidded filing bins (which tend to warp over time and don’t have secure handles for making them easy to carry).
I also prefer the crates to portable file totes with lunchbox-style handles.
These can be fine if you have a very small number of files, as may be the case if you’re in college or just starting life after school. But most individuals, and definitely families, find that their paper in the five main reference file categories is too much for one box to handle.
Additionally, it’s been my experience with client files that the handles of overstuffed file boxes tend to break off from the lid. Sometimes, that causes the lid to pull open, and files to spill across the floor. That’s almost as bad as melted ice cream!
Of course, if you move homes often enough that protection and coverage of your files is a concern, handled totes are at least better than flat-lidded tubs. But unless portability in the outdoors is an issue for you, given the price of totes (often $25-30), I still lean toward using crates. Your mileage may vary.
SIDEBAR ON ACTION VS. REFERENCE FILING
Please note that this post and the forthcoming ones in this series all address reference files, papers we put away for when something in our lives trigger us to go looking for them, unlike action papers, where the information (due dates, inquiries, etc.) on the papers themselves trigger us to use them.
Action papers tend to get stuck on refrigerators or bulletin boards, or in the file risers on desks, though longtime Paper Doll readers know that for action papers, I recommend a tickler file, something with 31 slots for the days of the month and 12 slots for the months of the year.
Every piece of action-oriented paper gets assigned a day to either begin action or consider it; as the tickler file is consulted daily, nothing action-oriented falls through the cracks.
For more information on using a tickler file to organize your action paperwork, I refer you to my classic ebook, Tickle Yourself Organized.
FILE ORGANIZING ESSENTIALS
To get your personal/family reference files in order, you just need these basics:
A Container for Hanging Folders
For pure reference files that you’ll be dipping in and out of, follow the cabinet, crate, tub, or tote suggestions above.
If you’re holding onto archived files — papers for a closed company, a project long-since ended but for which you have to maintain records, tax folders from more than a decade ago, etc. — Bankers boxes (flat-packed boxes that require no insect-attracting glue) are an excellent option. Avoid random liquor store or Amazon boxes, neither of which are suited to the purpose of long-term, vertical paper storage.
Hanging Folders
The standard hanging folder is an Army green color that has never won any awards for aesthetics, but you’re likely to find that they’re the least expensive. That said, hanging folders are manufactured in a variety of colors. You can pick one color for all of your files, or (although I don’t recommend it), you can color-code the five main categories of your reference filing system.
The standard hanging folder has two metal or plastic rods. The more modern rods are plastic, glide more easily on file rails, and are sturdier and less likely to rip away from the paper wrapped around them. However, they tend to be more expensive than the generic, Army-green basic-rod folders.
Smead and Pendaflex have long been the go-to names in hanging file folders (as with interior folders, below). I think the key is to look for the word “reinforced,” such as with the Pendaflex SureHook Reinforced Hanging Folders, which not only have the plastic rods with tension springs, but also polylaminate strips across both top edges around the rods and along bottom fold for increased durability.
Traditionally, we recommend hanging files like the versions above. They’re expandable (up to a point) though I rarely put more than two or three interior file folders in each hanging folder. There are also 1-inch and 2-inch box-bottom hanging folders (open at the sides, like regular hanging folders) and hanging jackets (closed, with accordion-style side-gussets).
If, even after a serious culling of excess papers, you have catalogs, guides, or thick folders (such as for legal depositions or technical manuals), you may choose one of these options, but they’re not usually necessary for standard filing.
Lastly, don’t worry about tab-related bells and whistles for hanging folders. Most come with the traditional hard plastic label tabs that you can insert anywhere along the horizontal strips covering the metal or plastic rod. More modern hanging folders have fold-up or pull-up tabs you can label; these are often erasable.
I’m a big believer in concentrating your labeling on the interior file folder tabs themselves. Because the basic personal/family file system only has five overarching categories (as explained at the bottom of this post), if your interior files are well-labeled, hanging file labels are mostly extraneous.
Over the years, many of the clients I’ve encountered who had struggle with filing chose to only use hanging files without any interior folders — and they hated filing. No wonder! Hanging files weren’t designed to be precisely categorized folders for documents, but staging areas or category markers for general sections of files, to hold interior folders.
I tell clients to think of hanging folders as warm winter coats (an apt metaphor today, given that much of the country is experiencing blizzard conditions) while the interior file folders are more precise, covering specific topics (much like shirts cover the top half of your body, trousers the bottom half, and socks and shoe cover your feet).
Alternatively, think of paper as having a clothing storage analogy: you have a house, in which you have a bedroom closet, in which you have rods and closets, on which you hang clothes on specific hangers and fold into specific drawers. Similarly, you’ll have filing cabinets or boxes, in which hanging folders will hold interior folders, which are filled with individual papers.
File Folders (Also Called Interior Folders)
For clients just getting started with filing, I encourage using plain 1/3-cut manila folders and not to bother with fancy or obscure tabbing systems or lots of different color combinations.
It’s not that you shouldn’t buy a colorful assortment of folders, per se (though they do tend to be more expensive), but that they introduce a layer of complications.
Let’s say you intend to color-code your files, and you decide that all of your financial folders will be green. What happens when you open a new financial account but have run out of green folders?
Are you likely to notice you’re running low on folders and order in advance? (If you’re like the typical person struggling with organizing paper, the answer is probably no.) Are you really going to jump up right after your current organizing session to run out and get green folders. (Again, probably not.)
So, depending on your style, you might create a folder in a different color, messing up the color-coded system you decided to use (against my persnickety advice), or more likely, you might not stash those papers in any folder at all, planning to attend to them “someday,” which we all know is not a day on the calendar.
As for 1/3-cut, that means the folder tabs are on the left, in the center, or on the right. (Note: if you run short on left-tabbed folders, just turn a right-tabbed one inside out, or vice versa, and you’ll have what you need! Obviously, center-tabbed folders remain the same.)
Some clients experiment with other tab styles. While they’re less common, there are 1/2-cut file folders, sometimes called half-tab folders; the left tabs take up the left half of the folder, the right tabs take up the right half, offering a larger space for labels, like so:
This is mostly a stylistic choice, but you are much more likely to be able to quickly replace your 1/3-cut folders with more 1/3-cut folders than to easily find 1/2-cut folders anywhere but online.
Similarly, there are also straight-cut file folders with just one tab running the entire length of the folder. They do provide the maximum space for labeling, but that’s not usually necessary for personal or family files. Again, this is stylistic.
Finally, I will caution you against 1/5-cut file folders for functional reasons. As you might guess, those have 5 tabs — one on the far left, interior left, center, interior right, and far right. The tabs on 1/5-cut file folders are just too small to label meaningfully. You will be frustrated by these.
If you’re starting from scratch or doing a major file overhaul, buy a box of 100 folders.
Label Maker (semi-optional)
Paper Doll has terrible handwriting. This wasn’t always the case, but the longer I predominantly create using a keyboard, the worse my penmanship gets. If your writing is legible, you can probably get away with using a nice, thick Sharpie to label your folders.
However, I think everyone benefits from using the teeny bit of technology afforded by a label maker. Even if you have good penmanship, the formality and uniformity of a label maker makes a label seem “official.”
For people who are already inclined to keep up with their filing, it probably makes little to no difference. But if you’re tempted to run away and join the circus rather than file away even a small stack of files, anything you can do to make the task more appealing is going to help. That means having “nice” folders (rather than erasing and re-using folders that have been jammed in drawers, stomped on by the dog, or stained by spilled coffee).
Similarly, having labels with crisp, dark text on a white background, in a uniform font, and preferably in all-caps, makes it more likely that you’ll take your filing seriously and pop papers where they belong.
The big names in label makers are Brother and Dymo. Professional organizers are pretty split on their strong loyalty to one of the two, and I’m no exception. I prefer the Brother line of label makers for intuitiveness and ease of use. If you’re hoping to either start a brand new system or refresh the one you have, begin with a label maker with an easy learning curve, like the PT-70MB Personal Handheld Labeler. It’s light-weight, has 54 font combinations and two-line printing, and usually runs only about $20.
For anywhere from double to five times the price, you can upgrade to a version with added options, like Bluetooth connectivity, increased font sizes, increased memory, and number of printable lines. Start off simple, and if you really crave something with more oomph once you’ve mastered the basics, you can pass the basic one along to your teen or donate it.
As we go along in this series over the next several weeks, we’ll talk about how to label your files, but the primary concerns will be clarity, specificity, and consistency.
Finally, where applicable, we’ll be talking about how, if you prefer to organize your information digitally, you’ll want to make sure your labeling system for digital files matches your system for paper files.
Binders (optional)
Some clients have three-ring binders on-hand and plan to use them for their filing system. They quickly come to realize that the more friction — the more added steps — the less likely they are to actually file their papers.
The more friction — the more added steps — in your filing system, the less likely you are to actually file away your papers. Make your filing system attractive and easy to use. Share on XThat said, for most of your personal and family papers, using interior and hanging folders will be the simplest way to handle your filing. Match the piece of paper to the right file folder, pop the paper into the front of the folder (using reverse chronological order filing) and you’re done!
Voila!
However, to put papers in a binder, you have to find your three-ring hole punch, punch the holes, open to the labeled section of your binder (because binders will necessarily encase multiple sub-categories), pop-open the rings, insert the paper, close the rings, flip all the paper to one side (or else a full binder won’t close) and close the binder. See? Friction!
And that assumes you won’t pinch your fingers, which is quite the optimistic assumption.
That doesn’t mean binders are never useful. For example, for financial filing, I tend to encourage binder-loving clients to save binders for investment portfolio filing where the portfolio management company tends to send thick stacks of dozens of papers monthly or quarterly. Often, these management companies pre-punch the stacks, making for slightly less friction, and sometimes even provide binders with pre-labeled monthly tabs.
Binders can also server purposes for creating household cookbooks or for building portable family medical documentation. As we go through the next several posts, I’ll note where binders may be good alternatives to file folders.
A RE-INTRODUCTION TO THE FAMILY FILING SYSTEM
Since 2007, I’ve been talking to readers and clients about the family filing system for all of a household’s reference papers. You may have a three-generation family of seven or your household may just be you (and the voices in your head singing harmony with you when you belt out Taylor Swift while filing).
There are no rules legislating where you keep your files. A home office is the most logical place, but if you live in a studio apartment or the only area not overrun by your children or furry friends is the kitchen desk file drawer, so be it. Keep your files where it will easy to put papers away and just as easy to get them out again.
You need good (enough) lighting to read your labels, and you (and the rest of the household) needs to not pile random household stuff (pizza boxes? stuffed animals? dry cleaning?) on top of your filing home. Otherwise, pick an area that makes you happy.
The best personal or family filing system is one offering simplicity and ease of access. You need to be able to keep related papers together. To that end, I teach that all of your personal or family reference files will fall under one of five main categories:
- Financial
- Legal
- Medical
- Household
- Personal
Over the course of the next several posts, you’ll see that everything for you, your family, and your household will fit in these categories. “Miscellaneous” is a thing of the past!
For reference, the entire series can be found at the following links:
- Paper Doll Shares 12 Kinds of Paper To Declutter Now
- Reference Files Master Class (Part 1) — The Essentials of Paper Filing
- Reference Files Master Class (Part 2) — Financial and Legal Papers
- Reference Files Master Class (Part 3) — Medical Papers
- Reference Files Master Class (Part 4) — Household and Personal Papers
Affiliate Disclosure: Some of the links above are affiliate links, and I may get a small remuneration (at no additional cost to you) if you make a purchase after clicking through to the resulting pages. The opinions, as always, are my own. (Seriously, who else would claim them?)
Paper Doll Post:
Paper Doll Shares 12 Kinds of Paper To Declutter Now
After last week’s 24 Smart Ways to Get More Organized and Productive in 2024, we continue with GO Month, an entire month devoted to getting organized and being productive. I thought it might be time to hit a classic Paper Doll topic topic: decluttering papers!
Quite often, Paper Doll focuses on the papers and documents you need to acquire and keep. Always start with the essentials:
How to Replace and Organize 7 Essential Government Documents
How to Create, Organize, and Safeguard 5 Essential Legal and Estate Documents
The Professor and Mary Ann: 8 Other Essential Documents You Need To Create
Ask Paper Doll: Do I Really Need A Safe Deposit Box?
However, we must also look at what we no longer need, and what papers we’d be better off without.
OLD RECEIPTS
Some people throw out all of their receipts. Their desks, bags, dresser-tops and bedside tables are clear of crumpled papers, but they have trouble reconstructing their financial history at tax time, they can’t figure out where their cash went, and can’t prove ownership or value of high-ticket items.
More often, people go to the opposite extremes and keep all of their receipts. When working with clients, I’ll often find zip-locked bags and drawers filled with random receipts. In addition to receipts strewn about, the collected and squirreled-away receipts tend to be older, anywhere from a year to five+ years in the past.
These clients have a vague sense that someone once told them to save receipts in case they needed to return something or create a budget based on tracked expenses. The problem? Neither of these well-intentioned reasons are based on a realistic view of their paper-cluttered lives.
Yes, you should hold onto receipts for purchases you might return, but most return policies that limit how long after the purchase something may be returned. In general, you’ll need the receipt to return something for a full refund for up to 30 days after purchase; after that, the best you can hope for at most retailers is store credit. (Stores vary, and Nerd Wallet has a great piece, Return Policy Guide: What to Know and Which Stores Stand Out, on the most generous return policies at stores like Costco, Kohl’s, and IKEA.)
Similarly, if you were going to track your expenses to create a budget, receipts from years ago won’t help now. Paper Doll gives you permission to start fresh with January (and last week’s receipts) and let go of the bulk of your random receipt clutter.
Woman with Receipts Photo by Karolina Grabowska at Pexels
Reasons to Keep Receipts
There are five main reasons to keep receipts, and none are “forever” reasons:
1) The item is returnable — only keep the receipt until the return period ends.
2) It’s a big-ticket item — keep a Big-Ticket Purchases folder for these kinds of receipts in your financial filing section.
Figure out your comfort level to determine whether “big-ticket” is $50 or $500 or $5 zillion; if the receipt is above a certain threshold, you may want to add a rider to your homeowners or renters insurance policy.
The IRS allows taxpayers to choose between deducting state taxes and sales tax; if you opt for sales tax, the default amount is often the wisest option; however, you’ve purchased a house, auto, boat, private plane, or personal rocket ship, you’ll definitely want proof of that big ticket deduction.
3) The receipt helps you prove ownership. This tends to go along with Big-Ticket items, as you’ll rarely be asked to prove that the soon-to-be-moldy asparagus in your fridge actually belongs to you.
4) The receipt is for something tax-deductible. Non-business purchases are more likely to be deductible if they’re related to healthcare, government fees or taxes, child/dependent care, or tax credits for things the government is trying to promote, like environmentally beneficial or energy efficient home improvements.
5) The purchase will be reimbursed by someone (employer, insurance company, etc.) at a later date.
Additionally, if you’re divorcing and seeking alimony and/or child support, you may need to collate receipts to prove the costs of life maintenance.
Here are some basic guidelines for the receipts you can discard, with a few caveats.
Crumpled Receipt Photo by Michael Walter on Unsplash
Cash Receipts
- Let go of cash receipts for consumable products (like food and beverages) whenever you want. If you’re not tracking expenses, you can toss them immediately. You can even refuse to accept receipts.
If you buy a Slushie at 7-Eleven or a burrito at the taco truck and pay with cash, you’re generally safe tossing receipt — unless you watch too many Law & Order reruns and are convinced you need to be able to prove your time-stamped whereabouts at all times.
- Keep cash receipts for things you might return, but only for the duration return period. After the return policy, buh-bye!
For example, if you buy clothes, a toy, or anything for your home, car, or family with cash, keep a plain #10 envelope to stash purchase receipts. Keep the envelope near where you handle your daily finances so that you know where to find receipts if you need to make a return.
Set a reminder, perhaps on the 5th of every month, to flip through the receipts. Once past the store’s return policy, shred the receipt.
The above assumes you’re not buying fancy-pants, expensive things with cash (and that you are not a member of a Sopranos-style crime family. If you are, please confer with your accountant.)
Debit and Credit Card Receipts
- Keep debit and credit card receipts until the return period has expired and you’ve eyeballed your statement or online account to verify that the final price is accurate.
As with cash receipts, pop credit card and debit card receipts in that #10 envelope. If you get paper statements for your bank and credit card accounts, reconcile the values monthly when your statements arrive. If you no longer get statements, reconcile receipts against your running online account weekly.
Deposit Slips and ATM Withdrawal Slips
If you think about it, a deposit slip is really a receipt, only instead of paying a store or service provider for what they’ve given you, you’re paying the future version of yourself who will spend that money later.
As for the five reasons to keep receipts, none particularly apply here. If you wanted to return the cash you withdrew, you could do that without the ATM slip, and taking or giving back your own money doesn’t involve tax deductions. Reimburse-ability doesn’t apply. The “big ticket” status isn’t applicable with withdrawals (as banks limit how much you can take out in one day); deposits are a little stickier, as there’s a paperwork rigamarole to go through if you ever deposit more than $9,999.99.
Of course, if you’re sort who worries about that pesky Law & Order issue regarding your whereabouts, you might also fear having to prove ownership of the money you’ve withdrawn.
In general, treat these as if they were debit or credit card receipts, and save them until your bank has accurately recorded the information. (But if you are making manual deposits of $10,000 or more, note the purpose, save the receipts, and tuck them in your tax prep folders just in case the amounts are questioned in an audit.)
A Few Other Notes About Receipts
Your pharmacy will print a summary of all prescription purchases. Once you’ve checked your receipts against your bank or credit card statements, you can shred pharmaceutical receipts; just ask your pharmacy to provide printout in early January for the preceding calendar year. (It’s to your benefit to only use one pharmacy so you don’t have to keep track of these things. If you must use a different pharmacy — if you’re on vacation or your regular pharmacy is out of your prescription medication — save those receipts.)
Collect all receipts for tax-deductible expenses (like charitable donations, or medical and pharmaceutical expenses in your Tax Prep hanging folder until you’ve completed your taxes for the prior year. (You won’t know until the end of any given year whether you accumulated a high enough percentage of your adjusted gross income to deduct itemized expenses.)
Keep receipts for anything for which you are due reimbursement until you get paid. This may include:
- Work and travel-related expenses where your company reimburses you. Label a folder “Reimbursable Expenses” and toss receipts in there. Set a reminder on your calendar for the week prior to when expense reports are due, to ensure you don’t put it off and delay recouping your costs.
- Healthcare expenses for which your health insurance company reimburses you. Usually, you pay a co-pay or co-insurance to a healthcare provider, but sometimes providers won’t file insurance claims. You may have to submit documents from the provider, plus your receipt, and forms directly to your insurance company to get reimbursed for medical expenses.
- Sometimes, you’ll need to submit receipts to your car or homeowners/renters policy insurance company for repairs done to your auto or home. You might need to submit receipts to someone else’s insurance company if the other party was at fault. Always keep the original and provide them with photocopies).
If you’re reimbursed for a high-dollar amount for anything unusual, keep the receipt and the proof of reimbursement in your tax prep folder. If audited, it will be easy to say, “Hey, I anticipated that you’d wonder about this! So, here’s the receipt where I chartered a helicopter to get my boss to the top of the mountain for a super-important meeting, and here’s the income you’re questioning, where I was reimbursed for what I paid out.”
Always have a system for collecting your receipts until you get home. Do not stuff receipts in your coat pocket, no matter how many people are behind you in line. Do not put receipts in the shopping bag, because it’s too easy for them to fall out in the car, or for the bag to be discarded with a receipt still inside. Make 2024 the year you resolve not to have any crumpled receipts in your pockets or your car!
[We’ll take a fresh look at digital receipts in a future post, but the rules regarding what you can let go of are the same for digital as paper.]
OLD HOUSEHOLD UTILITY BILLS
It’s common for me to find that clients have saved multiple years of old electric, gas, water, and sewer bills. They shrug. Someone, somewhere, told them they were supposed to save all records.
People’s parents (particularly fathers) rightly told them that it’s important to keep all records regarding auto maintenance. A full and detailed record helps boost the resale value of a car. (Secondarily, if there’s a recall, the car owner can get reimbursed for work previously done.)
The thing is, even if you keep meticulous records, a prospective home buyer isn’t going to offer you more for your house based on ancient utility bills. Knowing what it cost to heat your home in January or cool it in July back in 1992 is not useful information!
Little House Photo by Kostiantyn Li on Unsplash
Keep paper utility statements for the prior calendar year and the current one, just so that you can easily compare year-to-year (for example, to trace the likelihood of a leak vs. “Oh, yeah, July water bills are always high because we use the Slip & Slide). Shred the older ones.
(Note: if you take a tax deduction for a home office for your home-based business, keep utility bills as supporting documents for business tax returns.)
OLD INSURANCE POLICIES
People have a habit of keeping really old insurance policy paperwork.
I advise that if you don’t have any pending claims against your insurer and nobody has a lawsuit against you, it’s OK to shred old declaration pages and toss the generic boilerplate from old home and car policies. You may want to keep the front page of the policy listing the old policy number and contact information for the insurer.
With health insurance policies, if you’ve changed policies recently, I find it’s helpful to keep the paperwork related to coverage you had in the prior calendar year. While medical providers are supposed to process claims within 90 days, I’ve seen where physicians’ offices were so disorganized they were trying to recoup fees (either through insurance or directly from patients) more than a year later. Keeping the essential info about the policy can help if you get caught with “zombie” claims. But policies older than the prior calendar year, unless you’re still fighting about claims, can be shredded.
One insurance policy caveat: If you cash in a life insurance policy, either for the cash value or after someone has passed, make sure you log that you have done so. I’ve worked with clients where there’s been great excitement upon finding old life insurance policy paperwork, only to learn the original policy holder cashed in the policy up to 50 years earlier, but never destroyed or discarded the old paperwork. Bummer.
For clarity, if you cash in a policy, make a note somewhere accessible (like your inventory of assets and debts) so that your future fuzzy brain or your inheritors can make sense of what happened.
EXPIRED WARRANTIES
If the warranty or guarantee period has already expired, toss out the warranty/guarantee card. (If it was a bigger ticket item and you’d stapled the receipt to the warranty card, make sure the receipt gets saved.)
If you no longer even own the product associated with the warranty or guarantee, dunk it like a basketball! Swoosh! (But shred the receipt.)
MANUALS FOR THINGS YOU DON’T OWN (AND SOME YOU DO)
If you don’t own the thing anymore, you don’t need the manual!
If you own the thing, but know how to use it, you don’t need the manual! (I often joke that if you don’t know how to use your toaster or hair dryer, you have a bigger problem than clutter.)
For guidance, there are ways to pare down and organize your manuals, find digital alternatives, or even digitize your collection to help keep things streamlined:
Paper Doll’s Manual Override – Part 1: Declutter and Organize Owner’s Manuals
Paper Doll’s Manual Override – Part 2: Twelve Resources To Find An Owner’s Manual
Paper Doll’s Manual Override – Part 3: Create & Organize A Digital Owner’s Manual Library
OLD DRIVING DIRECTIONS MADE REDUNDANT BY GPS
As you go through your files and piles of old papers, you may find driving directions to anywhere from hotel venues to summer camps to doctor’s offices.
If you’re never going there again, toss the paper. If Siri or Google Maps can get you there, toss the paper. If there’s anything special about the directions (maybe for the last tenth of a mile) and you could get the information again easily, toss the paper. If that last bit of the trip requires special instructions, create a contact (for the venue, the camp, or the office) in your phone and put those final, special directions in the “Notes” field.
DUPLICATE DOCUMENTS
Have you ever accidentally printed a copy of something multiple times and kept the copies? If the item is a form or a template you have to share (physically) with others and can’t just forward a digital file, make a folder. But if you just have random duplicate or triplicate or seventeenplicate of something you printed for no discernible reason, recycle or shred, as applicable.
OLD BOARDING PASSES
Yes, most of us now use digital boarding passes, but if anything changes about your flight, the nice typey-typey airport people will give you a new set of paper boarding passes. When you get home, don’t toss them in a pile with other crumpled receipts. Old boarding passes are of no future use to you. Shred them!
FYI, those QR codes along the edges have all sorts of personally identifiable information about you. They may not be useful to you, but leaving them out on your desk for anyone to find makes it easier for someone to purloin that information.
OLD CONFERENCE PAPERS AND BINDERS
Not all conference material is created equal. Go through your old conference binders and folders, especially those from early in your career. Be ruthless about letting go of handouts and notes related topics that no longer interest you or fields of study in which you never worked, or never intend to work again.
Trust that any information you want can be found again, and found more easily than spelunking in piles of old binders in the back of a closet.
Similarly, get rid of flyers, programs, and any other conference materials that don’t contain essential information.
JUNK MAIL
Did you ask for it? Do you want or need it? No? It’s junk! Instead of letting it pile up, shred it and sent it on its way. To stop junk mail in its tracks:
- Opt out of credit card and insurance offers for 5 years by going to optoutprescreen.com or call 1-888-5-OPT-OUT (1-888-567-8688), operated by the major credit bureaus. You’ll have to supply personal information like your name and address. They’ll also ask for your Social Security number and date of birth; it’s optional, and they’ve always claimed it’s confidential, but this is the 21st-century, so who knows?
- If you prefer to opt out permanently, start the process at optoutprescreen.com or call 1-888-5-OPT-OUT, but to complete the request, they’ll make you sign and return a Permanent Opt-Out Election form.
For other kinds of marketing junk mail, register at the Direct Marketing Association’s (DMA) consumer site, DMAchoice.org and pay a $4 processing fee for ten years of protection from most (but not all) junk mail.
OUTDATED, LOW-QUALITY, OR IRRELEVANT INFORMATION
I once worked with a (very) organized author. I initially joked that I wasn’t sure how I could help, as her office seemed orderly and tidy. However, when we looked in her files, I saw the problem.
The client wrote novels with storylines that included medical information, so she’d saved a few decades of internet printouts regarding diagnoses and treatments of various conditions. In almost every folder, any clip from the web from more than two or three years earlier was completely outdated. While some fields may include timeless information, research related to the sciences is likely to be superseded by newer data and analysis each year.
Unless your actual job description requires analyzing what used to be advised or believed vs. what is now known to be true, toss the outdated information.
Similarly, let go of any clipped articles or printouts that reflect information you already know (or that has become common knowledge), that has been disproven, lacks credibility, or isn’t related to your work or interests.
Tips from 1999 on traveling to Europe won’t fly (pun intended) in a post-9/11 world, but even advice from pre-COVID may not be valid. Introductory-level parenting articles from when your kids were tiny might have been useful, but if you’re cruising toward grandparenthood, you’ll find guidance has changed. Just let the internet be your filing cabinet!
DAMAGED PAPERS
This should go without saying, but discard any papers that are damaged due to water, fire, or animal predation. Papers with tiny blobs of mold can damage your neurological and pulmonological health. If a piece of paper is readable but yucky, digitize it (but then disinfect your scanner).
FINAL RESOURCES
You’ll be delighted to lessen your paper clutter knowing that much of what you’ve saved (due to misinformation, fear, or just plain inertia) can go. However, anytime there’s anything personally identifiable in your papers, make sure you shred them.
Paper Doll’s Secrets: Shred Successfully & Save Money is a good resource for making it easy to destroy what you don’t need and prevent identify thieves and other sneaky folks from benefiting from your decluttering.
Finally, knowing what to get rid of is only part of the paper decluttering process. For a full-on look at strategies for knowing papers to keep, and for how long, check out my classic ebook, Do I Have To Keep this Piece of Paper.
Paper Doll Post:
24 Smart Ways to Get More Organized and Productive in 2024
Happy New Year! Happy GO Month!
January is Get Organized & Be Productive (GO) Month, an annual initiative sponsored by the National Association of Productivity & Organizing Professionals (NAPO). We professional organizers and productivity experts celebrate how NAPO members work to improve the lives of our clients and audiences by helping create environments that support productivity, health, and well-being. What better way to start the year than creating systems and skills, spaces and attitudes — all to foster a better way of living?!
To start GO Month, today’s I’m echoing Gretchen Rubin’s 24 for ’24 theme that I mentioned recently, and offering you 24 ways to move yourself toward a more organized and productive life in 2024. There are 23 weekdays in January this year, so if you’re feeling aspirational and want to conquer all of these, you can even take the weekends off as the last item is a thinking task rather than a doing task.
I broke these organizing and productivity achievements down by category, but there’s no particular order in which you need to approach them, and certainly you don’t need to accomplish every one on the list, in January or even all year. Jump in and get started — some only take a few minutes.
PUT LAST YEAR AWAY
1) Make many happy returns!
Did you know that shoppers will return $173 billion in merchandise by the end of January? Chances are good that you (or someone for whom you oversee such things) got gifts that need to be returned.
Don’t put it off. The longer you wait, the more clutter will build up in your space, and the more likely you will be to suffer clutter-blindness until the return period has expired. Most stores have extended return policies during the holidays, but they can range upward from 30, depending on whether you have a gift receipt.
The Krazy Coupon Lady blog reviews the 2024 return deadlines for major retailers. She notes that you’ll get your refunds faster by returning items to the brick & mortar stores rather than shipping them back. You’ll also save money, because some online retailers charge a restocking fee.
2) Purge your holiday cards.
While tangible greeting are getting fewer and farther between, you probably still got a stack. Reread them one last time, and then LET THEM GO.
Did Hallmark or American Greetings do the heavy lifting, and the senders just signed their names? Toss them into the recycling bin. Paper Doll‘s grants you permission to only save cards with messages that are personal or resonant.
If they don’t make you cry, laugh, or go, “Ohhhhh,” don’t let them turn into the clutter you and your professional organizer will have to toss out years from now when you’re trying to downsize to a smaller home! It’s a holiday message, not a historical document; you don’t transcribe your holiday phone conversations and keep them forever, right?
The same goes for photos of other people’s families. You don’t have to be the curator of the museum of other people’s family history; let them do that.
3) Update your contacts.
Before you toss those cards, check the return addresses on the envelopes and update the information in your own contacts app, spreadsheet, or address book.
Next, delete the entries for people you’ll never contact again — that ex (who belongs in the past), that boss who used to call you about work stuff on weekends (ditto), people who are no longer in your life, and those who are no longer on this mortal coil.
If you don’t recognize the name of someone in your contacts, Google them or check LinkedIn (is it your mom’s doctor? your mechanic?) and if you still don’t know who it is, you’re obviously not going to be calling or texting them. Worst case scenario, if they text you, you can type back, “New phone, who dis?”
BOX UP YOUR INBOXES
4) Delete (most of) your old voicemails.
How often do you return a call only to hear, “The voicemail box is full and is not accepting messages. Please try again later.” When someone calls you and requests you call them back but their voicemail is full, it’s frustrating because it makes more labor for you.
Do you assume that it’s a cell phone and text them? (I believe texting strangers without permission is a breach of etiquette.) Plan to call back later? Assume that they’ll see the missed call and get back to you, starting another round of phone tag? ARGH!
Dial in to your voicemail and start deleting. Save phone numbers for anyone you’ll need to contact and log anything you may need to follow up on. But unless you’re saving a voicemail for legal purposes or because you can see yourself sitting in an airport, listening to a loved one’s message over and over (cue sappy rom-com music), delete old voicemails.
If you’ve got a landline, clear that voicemail. If you’ve still got an answering machine, how’s the weather in 1997? Yeah, delete old messages.
Smith.ai has a great blog post on how to download important voicemails (from a wide variety of phone platforms) to an audio file. Stop cluttering your voicemail inbox!
5) Clear Your Email Inboxes
Start by sorting your inbox by sender and deleting anything that’s advertising or old newsletters. If you haven’t acted on it by now, free yourself from inbox clutter! Delete! Then conquer email threads, like about picking meeting times (especially if those meetings were in the past).
Take a few minutes at the end of each day to delete a chunk of old emails. To try a bolder approach, check out a classic Paper Doll post from 2009, A Different Kind of Bankruptcy, on how to declare email bankruptcy.
6) Purge all of your other tangible and digital inboxes.
Evernote has a default inbox; if you don’t designate into which folder a saved note should go, your note goes somewhere like Paper Doll‘s Default Folder. Lots of your note-taking and other project apps have default storage that serves as holding pens. Read through what you’ve collected — sort by date and focus on the recent items first — and either file in the right folders or hit delete!
Walk around your house or office and find all the places you tend to plop paper down. Get it in one pile. (Set aside anything you’ll absolutely need in the next few days to safeguard it.) Take 10 minutes a day to purge, sort, and file away those random pieces of paper so that you always know where they are.
HIT THE PAPER TRAIL
7) Embrace being a VIP about your VIPs.
You need your Very Important Papers for all sorts of Very Important Reasons. If the last few years have proven anything, it’s that life is unpredictable, so we need to find ways to make things as predictable and dependable as possible.
Yes, putting together essential paperwork isn’t fun. It’s boring. But you want it to be boring. The more boring your vital documents are, the more it means there will be no surprises for your loved ones in troubling times (like during and after an illness, after a death, while recovering possessions after a natural disaster) or even when you’re just trying to accomplish something like getting on an airplane.
Start with these posts, then make a list of any document you already have (and where it is), and another list of what you need to create, and plan meetings with your family and a trusted advisor to set things in motion.
How to Replace and Organize 7 Essential Government Documents
How to Create, Organize, and Safeguard 5 Essential Legal and Estate Documents
The Professor and Mary Ann: 8 Other Essential Documents You Need To Create
Paper Doll’s Ultimate Guide to Getting a Document Notarized
Paper Doll’s Ultimate Guide to Legally Changing Your Name
A New VIP: A Form You Didn’t Know You Needed
8) Create your tax prep folder now so you’ll be ready for April 15th.
Do you toss non-urgent mail on top of the microwave? Might those important 1099s and 1098s and 1095-A and W-2s get lost? Don’t lose deductions, pay more taxes, or get in trouble with the IRS!
By the end of January, you’ll start getting tax documents in the mail. Pop them in a folder in your financial files or in a dedicated holder like the Smead All-in-One Income Tax Organizer.
Nothing will get lost and you’ll be able to see your accountant (or get into your tax prep software) sooner, saving time and money (in CPA dollar-hours and tax deductions).
SANITIZE WHAT YOU DIGITIZE
9) Delete the apps you never use.
Yes, really. This is even easier than donating possessions you never use, because you can always re-download the apps if you suddenly need them.
Delete the apps you never use. This is even easier than donating or tossing possessions you never use, because you can always re-download the apps if you suddenly need them. Share on XStart with the apps you used the least often (or never). To see the last time you used an app on iOS (for iPhone or iPad), follow this path: Settings>General > iPhone (or iPad) Storage. There are a few different ways to check app usage on Android devices. If you haven’t used an app much, delete it. If you’ve used it TOO much, move the icon to a secondary screen so you’ll be less tempted by it.
10) Unsubscribe to all of those emails trying to sell you stuff.
In August, I bought one thing at Lane Bryant (prompted by my colleague Danielle Carney, who has impeccable taste), but generally, their clothing doesn’t fit me. When I clicked the unsubscribe link, it offered me an option of getting only one email a week. FIB!!! This holiday season, they sent me up to five emails a day!
A pair of eyeglass frames I liked from EyeBuyDirect was out of stock, so I added my name to a list to be notified if they returned to the inventory. In the month afterward, I got at least three emails a day.
Type “unsubscribe” in your email’s search box and you’ll find newsletters and sales emails. Scroll to the bottom to find tiny links to their unsubscribe pages. Don’t be tempted by their scorned romantic partner act. Buy things when you need and want them, not when advertising (and that’s what this email is!) inveigles you to do it! You can always sign up again to get discount codes (and the unsubscribe after your purchase!
Buy things when you need and want them, not when advertising (and that's what this email is!) inveigles you to do it! You can always sign up again to get discount codes (and the unsubscribe after your purchase! Share on X11) Close the browser tabs.
Your hard drive is exhausted by the oodles of tabs you’ve had open for days, weeks, months. Your phone is pooped, too.
Plan time to read your open browser tabs or store them (with a bookmark or in Evernote/OneNote/Notes). If you know you’ll never look at a stored link, why would you look at a perpetually open tab? Read it, or text the link to a friend who will read it and tell all about what you need to know.
And, honestly, close the tabs in your brain. Whether it takes therapy or a good vacation, let go of the ruminations and recriminations that haunted you last year. Ban brain clutter!
PERK UP YOUR PLANNING
12) Pick a planning system that works for you.
Are you a paper person? If you don’t have a planner that will make sure you honor all of your commitments, buy a planner today. Consider these three guidelines:
- You need a month-at-a-glance view. Daily and weekly views don’t offer enough long-range details to let you plan your life over time.
- You need enough space for you to write. Paper planners force people with messy/loopy handwriting to stay within limits but show vital details. Digital calendars tend to hide most of the details until you click through. (Will you always remember to click through?)
- You need ONE planner for your business and personal appointments. If one calendar has your medical appointments and your kids’ schedules, and another has work obligations, you’ll never protect against recitals or games conflicting with your big presentation. (Yes, digital calendars like Google’s have an advantage; with one click, you can layer or remove different calendar views.)
Organizing your life starts with the ability to visualize your time. Stick with any method that works for you, but if digital has come up short for you, going analog will help you see the forest AND the trees.
13) Update every detail in your planner for the entire year.
Filling in January isn’t enough. Assuming you’ll remember that you always have a specific meeting on the fourth Tuesday of the month is a recipe for disaster the first time you schedule something when you’re sleepy or cranky or ill.
- Go through last year’s planner and copy over everything that recurs on the same dates (like birthdays and anniversaries).
- Add in the things that happened last year and are already scheduled to happen again, but not on the same dates (like conferences, work retreats, mammograms, medical appointments, etc.).
- Use last year’s calendar to prompt you to make a list of everything you need to schedule or add to your long-range tasks, like setting an sit-down with your CPA or scheduling medical appointments.
14) Refresh your commitment to your planning system…daily.
If you’re so overwhelmed that you forget to check your planner (or to write down appointments in the first place), upgrade your accountability:
- Set an alarm on your phone to ring at around 4:45 p.m. daily to remind you to check your calendar and tickler file for the next day and the coming week.
- Have an assistant? Schedule time each day to review revised appointments and obligations.
- Hold weekly family meetings to make sure every appointment and school pick-up is covered.
- Schedule your next appointments before leaving anyplace you visit intermittently (dentist, massage therapist, hairdresser) — but only if you have your calendar with you. Otherwise, have them follow up. Never agree to any date without your planner nearby.
CONTROL YOUR MONEY, HONEY!
15) Wall off your wallet from clutter.
Clutter in your wallet keeps you from realizing how much money you’re really spending. It’s hard to be intentional if your wallet is full of old receipts, ATM slips, and gift cards you’ve forgotten you own.
Purge, then inventory everything you decide to keep in your wallet. Now gather info on your license, insurance cards, and debit/credit cards. Empty your wallet, and line up your cards in two columns. Either place them on your printer to scan/photo copy them or take a snapshot with your phone; be sure to flip each card over in the same position, and capture the backs. Password-protect the document and keep it safe and handy.
If you have to do multiple sets of columns stacks, you may have too much in your wallet. Consider keeping loyalty cards in your phone’s digital wallet (like Apple Pay) or use stores’ apps. You’ll be able to scan a QR code in lieu of a tangible card.
16) Cash in your coins.
Do you have piles of coins next to your bed, in a jar the laundry room, in your coat pockets, and at the bottom of your bag? It weighs you down (literally) and wastes financial potential. If you’ve got kids, let them roll the coins and take them to the bank, giving them a cut. (Make sure they wash their hands afterwards.) Or, take it to a Coinstar machine or a credit union that accepts counts coins for free.
If you find foreign coins in your pile and you won’t be headed back to that local, donate them to UNICEF’s Change for Good program the next time you fly one of their partner airlines.
17) Get the big picture.
Let 2023 be the year you figure out what’s going on with your money. As your bills and statements come in, make a list of all of your credit cards, loans, and other debts, as well as their balances and interest rates. Seeing it in black and white in one place is the first step toward taking organizing your financial future.
PRESERVE YOUR LEGACY
18) Preserve and secure preserve your photos.
Do you have print photos that would be lost in case of a fire or flood because you don’t have the negatives (or store them with the photos)? Would digital photos on your phone be lost if your phone got smushed or stolen? You need backup!
Contact a NAPO member who specializes in organizing photos, or visit The Photo Managers to find experts who can help you safeguard your photo history.
And because I can’t speak highly enough of it, read What’s a Photo Without the Story? How to Create Your Family Legacy by my colleague Hazel Thornton.
I know you don’t want to hear it — but you need to back things up. If your computer crashes (or an asteroid crashes through your roof and right onto your computer), you need to have backups of important stuff of work and life. First read this:
Paper Doll’s Ultimate Stress-Free Backup Plan
If it stresses you out, reach out to a professional organizer who specializes in organizing technology who can walk you through each step.
That takes care of the info as long as you need to access it. But what if your loved ones need to access your digital assets after you’ve reached a higher plane of ascendancy? I’ve got you covered.
Paper Doll Explains Digital Social Legacy Account Management
How to Create Your Apple & Google Legacy Contacts
So far, we’ve hit your paper, your money, your time, and your digital life. But what about YOU? Sometimes, the hardest part of getting organized and productive is getting out of our own way.
20) Declare bankruptcy on clutter debt.
Holding onto something just because you spent money on it, or because it was a gift, or because you feel guilty letting it go doesn’t make it any more valuable or useful; it just ends of costing you time (dusting or caring for it), space (that you could use for more important things), or money (spent on dry-cleaning or storage rental).
Holding onto something just because you spent money on it, or because it was a gift, or because you feel guilty letting it go doesn't make it any more valuable or useful; it just ends of costing you time, space, or money. Free up the… Share on XGive yourself permission to declare bankruptcy on the “debt” of clothing that doesn’t fit, unread books and magazines, or charitable contribution requests that aren’t your vibe. Quit clubs you don’t enjoy. Resign from volunteer positions that don’t fulfill you. Whether it’s clutter in your space, schedule, or psyche, declare bankruptcy and move on!
21) Invite support and accountability.
It can be hard to ask for help, but nobody gets to the top of the mountain alone.
- Have a serious talk with your spouse about sharing the load — not just the physical labor, but the mental load, too.
- Be honest with your friends instead of trying to keep up with the Instagram Joneses. Ask for accountability when you’re struggling to fulfill your obligations to yourself. Be accountability partners over phone, text, or Zoom to get tasks done.
- Go virtual for formal accountability. Check out Count on Accountability: 5 Productivity Support Solutions and Flow and Faux (Accountability): Productivity, Focus, and Alex Trebek.
- Hire a professional organizer or productivity expert! Locate a specialist near you (or one who works remotely — more and more of us do that now) by using the NAPO’s search function. You may also want to consult with our colleagues in the Institute for Challenging Disorganization.
We aren’t just experts in organizing stuff, but in helping you figure out how best to organize your ways of thinking and living. As a Certified Professional Organizer®, I guide and support my clients as they surmount obstacles, make difficult decisions, and develop new skills and systems.
22) Take care of yourself.
We’ve talked about the importance of taking breaks as short as 20 seconds and as long as vacations. Revisit Take a Break — How Breaks Improve Health and Productivity and Take a Break for Productivity — The International Perspective to get some ideas on how to prevent burnout.
Then check out The Good Trade‘s 99 Inexpensive Self-Care Ideas For Your New Year.
23) Figure out what you want to do once you feel more organized and productive.
In Toss Old Socks, Pack Away 2023, and Adjust Your Attitude for 2024, I got you started on ways to do your annual review and figure out what you want your life to look like. I used Bing Image Creator to help me design a photo representing something I ultimately want — brunch in Tuscany!
These 99 Reflection Questions To Ask Yourself For Personal Growth (also from The Good Trade) range from daily self-checkins to incredible (and life-affirming) stretches. If you read only one (non-Paper Doll) reference in this post, let it be this one.
24) Let go of the need to be perfect.
Being organized isn’t about aesthetics. Being productive isn’t about doing more things. It’s all about making life easier.
Drop-kick the guilt and negative self-talk. Living rooms in home and garden magazines aren’t real — those rooms were specially designed and curated to look “perfect.” Supermodels on magazine covers are airbrushed and photoshopped. The colleague who got the corner office may have three week’s of unwashed dishes in their kitchen sinks, or might have stayed up all night to finish that presentation. Stop comparing your life to everyone else’s highlight reels.
I’m not a sports person. I call basketball “squeaky floor ball.” However, I’ve been fascinated by Giannis Antetokounmpo ever since I saw him interviewed on 60 Minutes. The wisdom this young man applies to sports is exactly how I hope you’ll think of your approach to getting organized and being more productive.
GO Month is about getting organized, step-by step. You have the rest of 2024 to work on staying organized.
Paper Doll Post:
Recapping Paper Doll’s 2023 Posts — Which Were Your Favorites?
With one week left in 2023, have you taken time yet to review your year?
For the December Productivity and Organizing Blog Carnival, Janet Barclay asked us to identify our best blog posts of 2023, and I had a tough time.
“Best” is subjective, and Janet let us have free reign as to which post fit. Some bloggers chose their most popular posts in terms of readership; others, the ones that garnered the most comments. Some of my blogging colleagues picked their most personal posts, while others selected what they felt would have the most impact on people’s lives.
The problem is that picking just one means leaving the others behind, and I wrote forty-two posts this year! Eventually, I narrowed the selection to half a dozen posts, and then turned to colleagues and friends who were almost evenly split, bringing me no closer to a solution. In the end, I picked Paper Doll On Understanding and Conquering Procrastination because it served as the foundation for so many other posts, but also because I’d been lucky enough to find some great visuals, like this one from Poorly Drawn Lines:
so much to do pic.twitter.com/fiSm7Y2Erg
— poorly drawn lines (@PDLComics) December 21, 2022
Beauty, like clutter, is in the eye of the beholder. To that end, here’s a recap of everything we’ve discussed in 2023, with a few updates and tweaks along the way. My personal favorites are in bold, but I’d love to know which ones resonated the most with you during the year!
ORGANIZE YOUR INSPIRATION
After uploading last week’s post, Toss Old Socks, Pack Away 2023, and Adjust Your Attitude for 2024, I got to thinking about all the different ways we can take our word, phrase, or song of the year and keep it in the forefront of our minds.
I’d reviewed the traditional methods (vision boards, posted signs, turning the song into your wakeup alarm), but felt like there needed to be something that stayed with you, independent of your location. Only being reminded of your goal to be a leader when you’re standing in front of your fridge doesn’t really help you in your 1-to-1 meetings at work. (I mean, unless you’re the Queen of the Condiments or King of the Crisper Drawer.)
Only being reminded of your goal to be a leader when you're standing in front of your fridge doesn't really help you in your 1-to-1 meetings at work. (I mean, unless you're the Queen of the Condiments or King of the Crisper Drawer.) Share on XSerendipitously, within minutes of thinking about this, an ad came across one of my social media pages. (Normally, I ignore ads, but this one had me thinking maybe “serendipity” would be a good theme word for some year!) The ad was for Conscious Ink, an online temporary tattoo retailer specifically for creating body art to help you mindfully connect with your themes and messages to yourself, disrupt negative self-talk, and promote the healthy habits you’re trying to embrace!
As Conscious Ink’s About page explains, if you want to keep something top of the mind, why not try something that keeps it “top of the body?” Whether body art is your thing or you haven’t experimented since your Minnie Mouse temporary tattoo at summer camp <mumble mumble> years ago, this is a neat trick!
There’s even research as to how a temporary tattoo can support permanent emotional and cognitive transformation and improve mindfulness and focus on things that uplift one’s higher self. And that’s the point of a theme word, phrase, or song, to keep you focused on what you want rather than what you allow to drag you down! Manifest what you want your life to be.
Conscious Ink’s temporary tattoos use non-toxic, cosmetic-grade, FDA-certified, vegan inks. Each one lasts 3-7 days, depending on where you apply it, your skin type and activity level, and (I suspect) how many life-affirming, stress-reducing bubble baths you take. Categories include mindset, health and wellness, spiritual/nature, relationships, parenting, celebratory, and those related to social causes. Prices seem to hover at around $10 for a three-pack and $25 for a 10-pack. There’s even a Good Karma Guarantee to make sure you’re satisfied.
Whether you go with Conscious Ink (which is designed for this uplifting purpose) or seek an alternative or custom-designed temporary tattoo (through vendors like Momentary Ink or independent Etsy shops), it only makes sense if you place it somewhere you can see it often.
After all, if you place a temporary tattoo reminder to stand up for yourself on your tushy, it probably won’t remind you of much. For most of us of a certain age, putting it at our wrists, covered (when we prefer) by our cuffs, will give us the most serene “om” for our buck.
If you place a temporary tattoo reminder to stand up for yourself on your tushy, it probably won't remind you of much. Share on XAlong the same lines as my advice on adjusting your attitude for 2024, you may want to consult Gretchen Rubin’s Tips for Your “24 for 2024” List. Rubin and her sister/podcast co-host always have an inspring Happier Trifecta: a year-numbered theme, along with with a challenge and a list.
PRODUCTIVITY AND TIME MANAGEMENT
This was a big year for productivity discussion. I’m a firm believer that keeping your space and resources organized is key to being productive. However, it’s hard to keep the world around you organized when outside influences prevent you from being efficient (doing things well) and effective (doing the right things).
We continue to see the value of body doubling, whether through friendly hang-outs, co-working (virtually or in person), or professional organizing services, whether you want to conquer garden-variety procrastination or get special support for ADHD.
Partnering for Success
Paper Doll Sees Double: Body Doubling for Productivity (I almost submitted this post to the carnival. Accountability and motivation for the win!)
Paper Doll Shares 8 Virtual Co-Working Sites to AmpUp Your Productivity
If you’d like to explore the body doubling or co-working experience, friend-of-the-blog Deb Lee of D. Allison Lee is offering a no-cost, two-hour Action Day event on Tuesday, January 9, 2024, from 10 a.m. to 12 p.m.
This event is designed for her clients and subscribers, but after a cheery holiday conversation, Deb said it was OK to let my readers know about the opportunity.
Deb describes an Action Day as “personal training for your productivity muscles!”
An Action Day (especially as Deb runs them) is a stellar way to narrow your focus and start taking action on your goals. (And what better time than at the start of the new year?) You’ll get to connect with others who are also working on goals and habits with the support of Deb, a productivity coach I admire and adore.
Just bring your top two or three priorities, and you can conquer anything, like:
- organize your workspace
- write your book outline
- clean up your digital files
- test a new productivity app
- send out client proposals
- anything!
You’ll videoconference with a small, select group via Zoom. Share your goal and tasks, work for the bulk of the two hours, and then take time to debrief and share your successes!
Moving Yourself Forward
Getting anything done involves figuring out what you have to do, knowing what’s kept you from getting started, making it easy for you to begin, and celebrating even the smallest wins. These next three posts were where the magic happened this year!
Paper Doll On Understanding and Conquering Procrastination (This is the post I submitted to the Productivity & Organizing Carnival.)
Frogs, Tomatoes, and Bees: Time Techniques to Get Things Done
Use the Rule of 3 to Improve Your Productivity
Dealing with the Pokey Times
If you’re overwhelmed by all you’ve got going on during late December and early January, you can skip onward. However, if your workplace closes down during the holidays, or your professional and personal lives just feel like they’re kind of in a slump right now, you may find some inspiration in two pieces I wrote for the summer slowdown.
The weather outside may be frightful (unless you’re reading from Australia), but if you are looking for ideas to pump you up when everyone is in a post-shopping/meal/travel haze, these posts may stir your motivation:
Organize Your Summer So It Doesn’t Disappear So Quickly
Use Your Heart, Head, and Hands to Organize During the Slow Times
Try To Do It All (And Knowing When to Step Away)
Maybe you did your annual review and found that you’re feeling burned out. If so, you are not alone. It’s easy for your groove to turn into a rut, and for all of your drive to accomplish come crashing down because you never take your foot off the gas all year!
If you missed these posts earlier need a second shot at embracing the importance of variety, small breaks, and actual vacations, here’s your chance to read some of my absolute favorite posts of the year:
Paper Doll Says: Don’t Get Stuck in a Rut — Take Big Leaps (Be sure to watch the diving board video!)
Was baby Paper Doll burned out? In a rut? Just pooped?
Take a Break — How Breaks Improve Health and Productivity
Take a Break for Productivity — The International Perspective (This is the post that introduced the Swedish convivial snack break, fika!)
If you had any doubts about what I said about the importance of taking breaks in your day to refresh your body, your brain, or your spirit, a new report just a few weeks ago confirms that we need that late afternoon break if we don’t want our productivity to turn to mush! And the more we push ourselves beyond work hours, the greater our decrease in productivity!
If you’re desperately in need of a full break, but are suffering from decision fatigue and don’t have the energy to begin planning a whole vacation, there are options to make it easier for you. In the BBC’s piece, Why 2024 May Be the Year of Surprise Travel, you may find some rousing options.
Need a little inspiration to spend your holiday gift money on experiences rather than tzotchkes? Check out Time Out’s 24 Best Things to Do in the World in 2024 to envision where you could take long breaks to refresh yourself. Those vintage trains in Italy are calling to me, but perhaps you’d prefer the immersive “Dream Circus” in Sydney, Australia, or Montréal en Lumière’s 25th anniversary?
(Never mind, I know. Everyone wants to go on the Taylor Swift cruise from Miami to the Bahamas. Just come back with good stories instead of memento clutter, OK?)
TOOLS AND IDEAS FOR GREATER PRODUCTIVITY
Sometimes, rereading my own posts reminds me how many nifty things there are to share with you, and how many are still to be discovered.
Paper Doll Helps You Find Your Ideal Analog Habit Tracker — So many people have requested a follow-up covering digital habit trackers, so watch for that in 2024.
Paper Doll Presents 4 Stellar Organizing & Productivity Resources
Paper Doll Shares Presidential Wisdom on Productivity — From the Eisenhower Matrix to Jefferson’s design for the swivel chair, from limiting wardrobe options to understanding the difference between being busy and being productive, we’ve had presidents who have known how to get more (of the right things) done. With an election year in 2024, I’d love a debate question on the candidate’s best tips for staying organized and productive!
Surprising Productivity Advice & the 2023 Task Management & Time Blocking Summit
Highlights from the 2023 Task Management & Time Blocking Summit
3 Simple But Powerful Productivity Resources — Right in Your Browser Tab — The offering that got the most attention this year was definitely Goblin.Tools. I’m sure that as we head into 2024 and beyond, I’ll be sharing more resources that make use of artificial intelligence.
Let’s just remember that we always need to give precedence to our own intelligence, in the same way we can’t follow GPS to the letter if it directs us to drive in to a lake. In fact, like all organizing and productivity guidance, remember what I said way back in 2020 in The Truth About Celebrity Organizers, Magic Wands, and the Reality of Professional Organizing: there is no magic wand.
AI and other solutions, tangible or digital, and even professional organizers, can make things easier, but the only way to get the life you want is to embrace making positive behavioral changes.
RESOURCES FOR ORGANIZING YOUR WORK AND TRAVEL SPACE
Privacy in Your Home Office: From Reality to Fantasy — It’s interesting to see that privacy, and not just in home offices but in communal workspaces, has become a priority again. Check out this recent New York Times piece, As Offices Workers Make Their Return, So Does the Lowly Cubicle.
Paper Doll Refreshes Your Paper Organizing Solutions
Paper Doll Organizes Temporary Papers and Explores Third Spaces — Do you have systems for dealing with your “temporary papers,” the ones that you don’t need to file away but aren’t triggering an immediate action?
Paper Doll Organizes Your Space, Money, and Well-Being While Traveling
Paper Doll is Clearly Organized — Translucent Tools for Getting it Together
Paper Doll Explores New & Nifty Office and School Supplies
Organize Your Desktop with Your Perfect Desk Pad
No matter where I go in 2024, be assured that I will be keeping my eyes open for solutions for keeping your paper and work supplies organized.
My Thanksgiving weekend shopping trips brought me a variety of intriguing options. At Kohl’s, I saw 30 Watt‘s Face Plant, a way to keep your eyeglasses handy while refreshing the air around you (and keeping you perky) with greenery. The 5.5″ x 6″ x 5.25″ ceramic planter holds a plant, gives you a place to rest your glasses (so you won’t misplace them under piles of paper on your desk), and is dry erase marker-friendly! (It’s currently on sale for under $14.)
A stop at IKEA in Atlanta was so productive for organizing tools that you’ll be seeing posts with nifty names like Övning (for tidying a child’s desk accessories and creating privacy), Kugsfors (wall-mounted shelves with tablet stands for keeping books and iPads visible while working), Bekant (sit/stand desks) and more.
ORGANIZING YOUR FINANCIAL & LEGAL LIFE
Not everything in the organizing and productivity world is fun to look at, and that’s especially true of all the financial and legal documents that help you sleep soundly at night. Still, Paper Doll kept you aware of how to understand and protect your money, your identity, and your legacy.
Speaking of which, if you haven’t created your Apple Legacy Contact and your Google Inactive Account Manager, why the heck not? Use the power of body doubling up above, grab a partner, and get your digital life in order!
Lost & Found: Recover Unclaimed Money, Property, and Savings Bonds
Paper Doll’s Ultimate Guide to Legally Changing Your Name
Paper Doll Explains Digital Social Legacy Account Management
How to Create Your Apple & Google Legacy Contacts
Paper Doll Explains Your Health Insurance Explanation of Benefits
DEALING WITH EMERGENCIES AND STRESSFUL SITUATIONS
Sometimes, I write a post I wish I’d been able to read earlier (like the one on preventing and recovering from a car theft). Other times, like when a friend had a health emergency, or when Paper Mommy had her fall in November, I’m glad the posts already exist. If you missed these the first time around, please be sure to read, share, and bookmark them; think of them as an insurance policy, and let’s hope you won’t need them.
How to Organize Support for Patients and Families in Need
Organize to Prevent (or Recover From) a Car Theft
Paper Doll Organizes You To Prepare for an Emergency
GRAB BACK OF INTERVIEWS, UPDATES, AND PHILOSOPHY
Paper Doll Interviews Motivational Wordsmith Kara Cutruzzula
You already know how beloved my friend Kara Cutruzzula‘s Brass Ring Daily newsletter and Do It Today podcast are at Paper Doll HQ.
After having read and enjoyed Kara’s Do It For Yourself — A Motivational Journal and her follow-up, Do It Today — A Motivational Journal (Start Before Your Ready), I had no doubt that I’d be jumping on her third when it was released in September.
If you haven’t already picked up Do It Or Don’t — A Boundary-Creating Journal, use that Amazon money you almost certainly got this holiday season!
One of the Paper Doll themes for 2024 will focus on setting (and maintaining) better boundaries to accomplish more of what’s meaningful, and I’ve got multi-color tape flags sticking out of Kara’s book from all the chapters to share her bounty with you.
What’s in a Name? “Addressing” Organizing and Productivity
Paper Doll Suggests What to Watch to Get More Organized and Productive — As we head into the new year, I’ll be keeping my eyes open for podcasts, webinars, and TV shows to help you keep your space organized, your time productive, your finances orderly, and your life joyous. Readers have been sending in YouTube and TikTok videos that inspire them, so please feel free to share programming that you’d like to see profiled on Paper Doll‘s pages.
Paper Doll on How to Celebrate Organizing and Productivity with Friends
Paper Doll and Friends Cross an Ocean for Fine Productivity Conversations
From in-person get togethers with frolleagues (what my accountability partner Dr. Melissa Gratias calls those special folks who are both friends and colleagues) to Friday night professional organizer Zooms, accountability calls, and Mastermind group collaborations, this has been a great year for staying connected and sharing the benefits of those conversations with you.
I also loved guesting on so many fun podcasts related to organizing, productivity, technology, and more. If there’s someone you’d like to hear me debate or banter with, let me know!
SEASONAL POSTS
Spooky Clutter: Fears that Keep You from Getting Organized
Paper Doll’s Thanksgiving Week Organizing and Productivity Buffet
Paper Doll De-Stresses Your December
Paper Doll on Clutter-Free Gifts and How to Make Gift Cards Make Sense
Are you stressed out because you haven’t gotten someone a gift yet? Maybe a good start would be to help an overwhelmed special someone take my advice about going on a travel break. Consider gift certificates for something like Get Your Guide, with opportunities to get guided tours of locally-vetted, expertly-curated sporting, nature, cultural, and food experiences. With 118,000 experiences in 150 countries, pick a multiple of $50 or set your own amount, and your recipient can pick the domestic or international travel experience that fits best.
If you know your recipient will be traveling by rail, consider a gift card for Amtrak or ViaRail in North America. Eurail doesn’t sell gift cards, but you can pay for a pass, or buy a gift card for a rail pass for more than a dozen specific European train lines. And if you’d like to help someone organize vacation serenity and secure a bundle of travel attractions for a given city, try TurboPass in Europe or City Pass and The Sightseeing Pass in North America.
HERE’S TO A MORE ORGANIZED AND PRODUCTIVE 2024
Whether you’ll be spending the next few days reading, traveling, or doing your annual review, I hope this last week of 2023 is a happy and healthy one.
To send you off for a cozy week, I’d like to share a Whamagaddon– and Mariah–free, retro 100-minute holiday playlist from the late 1930s through the early 1960s. It’s somehow easier to dismantle the tree and write thank-you notes to Guy Lombardo. (My favorite clocks in at 52:42 with “What Are You Doing New Year’s Eve?”)
Please let me know your favorite Paper Doll posts from this year, and I’ll meet you back here in 2024!
Paper Doll Post:
Toss Old Socks, Pack Away 2023, and Adjust Your Attitude for 2024
I don’t know about you, beloved readers, but 2023 has been a rollercoaster.
In January, someone rang my doorbell late at night to tell me they’d hit my car in the parking lot; in August, my car was stolen. And in November, just ten days before she was set to join us for Thanksgiving, Paper Mommy fell and fractured her pelvis in two places, and then developed pneumonia 48 hours later, and complications after that! (As of this weekend, she’s finally home and recovering.)
I’m a positive person, but when the TV ads promote stage productions of Annie and the music swells for “The Sun’ll Come Out Tomorrow,” I’ve been struck by a powerful urge to throw the remote through the screen.
Professionally, 2023 was a mixed bag. I’ve maintained and added wonderful clients to my roster, and had a dazzling variety of in-person and virtual speaking engagements. But I was also saddened when a cherished elderly client passed away, and I must confess to not having made any headway on a passion project I’d wanted to write.
This is the traditional time to look back and pack away the prior year and set the tone for the one to come.
Letting go of what’s awful or unnecessary comes as second nature to professional organizers; it’s almost therapy to us. For example, I’m not much for Black Friday, but I used the opportunity to replace almost all of my socks with snazzy new ones and jettisoned the old, sad ones. I’m ready for a new foundation, literally and figuratively.
Evaluating and state of a hosiery drawer and replacing all of hole-y socks is easier than doing a deep dive into how we’ve lived our lives over the past year and designing change for the coming one, but they are similarly life-affirming and necessary.
Editor’s Note: if you want to feel doubly-good about getting new socks, consider Bombas, which donates a pair to unhoused individuals for every pair you buy, or John and Hank Green’s Awesome Sock Club, where 100% of the profits go to a charitable organization working to decrease maternal and child mortality in Sierra Leone.
LOOK BACKWARD AND EMBRACE THE PERSONAL ANNUAL REVIEW
There are myriad ways to reflect on your past year, with multiple purposes. The main categories you might want to consider are:
- Health — Please don’t focus merely on weight, but consider stamina and strength, lab results, mental health, and health-related habits (both positive and unsavory).
If you don’t know how you’re doing in these areas, calling to make appointments with specialists and getting a handle on your numbers and benchmarks is a good place to start in the new year.
Don’t have a primary care provider or dentist or OB/GYN? Behind on your immunizations or age-appropriate health screenings like mammograms or colonoscopies? Make 2024 the year to catch up on your adulting! (In 2022, I finally got my overdue tetanus booster, an important one for professional organizers. We never know when something sharp is going to jump out and bite us!)
- Finances — Your bank balance doesn’t tell the whole story.
Did you stay within your budget? (Do you actually have a budget?) Are you comfortable with your rate of savings over the past year? Did you make good or bad investments (or avoid signing up for that 401K at work because you didn’t understand how it worked)?
Is your credit score trending up or down? Are there mistakes on your credit reports, or have you not even checked AnnualCreditReport.com since before the pandemic…or ever?
Dollars Photo by Alexander Grey on Unsplash
- Professional Development — If you work for someone else, prepare for your company‘s annual review (likely done on your work anniversary) by asking:
- What were the top projects I worked on this year in terms of financial return or impact? Am I happy with my contributions? Did I meet expectations? Exceed them?
- What achievement am I most proud of? Where did I fail to hit the mark of expectations, either my own or the company’s?
- What do I wish I had known or done earlier in the year to have improved my performance? What training, skills, knowledge, resources, or support do I need to make my performance next year better?
- Business — If you own your own company, business development means all of the professional development category, plus a much more detailed analysis. Look at all of your goals, not only to see if you achieved them, but to understand how you can improve their specificity, measurability or relevance the next time around.
Do you know where your clients or customers came from? Do you know how satisfied they are with your service or products? What are your metrics for sales, followers on your social media platforms (and interactions with those followers), newsletter subscribers, and your standing in the community?
Competition doesn’t matter as much as client satisfaction, but neither matter if you have no idea how your company (of one employee or one thousand) is trending.
- Relationships — Nobody can tell you what your relationships should be, but if you’re not feeling loved and supported most of the time in your interactions with your partner, family, and friends, it probably won’t get better on its own. Organizing relationships matters!
Identify areas of improvement, like better communication or ways to nurture one another and connect. Maybe you just need to cook and eat meals together, which a recent study has found leads to well-being.
Perhaps you need to consider whether this relationship has outworn its welcome. Just as with clutter, people buy into the sunk-cost fallacy; instead of throwing good money (or time) after bad — whether it’s an outgrown/defective car, gadget, or relationship — sometimes the best thing we can do is break free of inertia and let it go! (Cue Frozen!)
- Intellect and Education — What did you learn in 2023? What did you read or listen to that made you better at what you do or in terms of who you are? Students get report cards; as adults, it’s harder to evaluate our intellectual growth.
Try writing reviews of the books you read or tracking them in a notebook, or online in an app like Goodreads. (With only two weeks to go, I doubt I will hit my Goodreads Challenge goal of 39 books this year; I’m at 28 and will probably only finish two or three more. But that’s probably more than I’d finish if I didn’t keep track.)
- Personal Growth — What’s different about you now versus last January? Have you grown in any way that’s discernible to your others or yourself? Did you embrace any new hobbies or skills?
If you’re happy with your life, huzzah! But if you feel like there was something missing in 2023, or if you participated in activities that no longer float your boat, now’s the time to explore and set some goals with actionable benchmarks for enriching your life. Make time for hobbies and passionate pursuits, and make room in your schedule for serendipity to offer you surprises!
- Community — Do you have a community outside of your work? Whether it’s social, political, charitable, spiritual, or otherwise, do you feel like you were involved in something bigger than yourself this year? How (and with whom) do you want to move forward next year?
WHAT TO DO WITH WHAT YOU LEARN FROM YOUR ANNUAL REVIEW
Knowing how you did is only the first step. Next, focus on three activities: Celebrate, Acknowledge, and Grow!
Celebrate
When I worked in television, I had a wonderful general manager who used to say, “One ‘Aw, <bleep>!’ wipes out ten ‘Atta-boys!'”
While his salty statement was designed to address public perception, it also calls to mind that even if we celebrate our successes in the moment, when we sit down to evaluate how we’ve done, we tend to focus on our failures and our shortcomings. With the perspective of weeks and months, we can revisit the areas of our lives where we’ve done well (or at least we did better than circumstances might have otherwise allowed).
Go through your calendar, emails, and task lists and find the wins! And because we can be unreliable narrators of our own lives, ask your partner, closest friends, mastermind group, and/or colleagues. You may be delightfully surprised by the successes you’ve forgotten while focusing on the day-to-day or even the fumbles.
Acknowledge
Yes, we do fumble. At work, with our families, with our promises to ourselves. We fail to aspire by believing we cannot succeed in organizing our spaces or our time or our lives, or we aspire without realistic planning, writing checks our overwhelmed future selves can’t cash.
The point isn’t to get mired in where we’ve fallen short, but to cash in our reality checks, measure our ending points against our starting visions, giving ourselves credit and then acknowledging what we must do differently. Do we need new goals and aspirations, or do we need to seek professional help, comradeship/support, and different tools?
Grow
There is little point to looking back as a pure exercise unless we plan to sit on our laurels or self-flaggelate. Instead, we should use the knowledge of our past year to determine what we want our next year to reflect. Often misquoted or truncated, there’s an excellent quote by Dr. Maya Angelou:
“I did then what I knew how to do. Now that I know better, I do better.”
After evaluating your year, ask yourself how you want to do better. Do you really want to lose weight to hit an arbitrary number on the scale, or do you want to feel more comfortable and more confident in your clothes? Do you want to jump on the fitness trend everyone else is trying or do you want to explore something that fits your needs and workout style?
I recently learned that our ability to get off the floor by ourselves, without using our hands, is highly correlated with longevity. So, even though I start every year wishing I were good at yoga (and not both klutzy and bored to tears by it), for 2024, I’m looking at continuing my 10+K walks, getting back into Pilates, and exploring functional workouts designed to help improve stability and strength. I’m also giving myself a benchmark date by which if I haven’t gotten into a regular routine beyond walking, I’m going to hire a coach to guide me on functional aging skills.
If you aren’t happy about (or aren’t feeling informed on) your finances, start by gathering intelligence. Your credit cards likely have a dashboard that sorts your expenditures into categories you can evaluate, like restaurant service delivery or monthly fees for apps you’re no longer using. Look for “spend analyzer” or “year-end summary” on your financial account apps to note trends. If you’ve been using Mint as an independent financial dashboard, note that Intuit is suspending it and moving some (but not all) of its functions to Credit Karma, so you may need to find an alternative.
PICK YOUR ANNUAL REVIEW STYLE
I know from experience that I flounder when trying to do a free-form annual review, so over the years, I’ve embraced Year Compass, which I learned about from Janet Barclay. Year Compass is free, downloadable and fillable, printable PDF. (It’s available in translations to dozens of languages.)
Just print the booklet version and fill it out by hand. (Be sure to set the page to US English to get North American paper measurements.) Alternatively, you can type your answers directly into the digital version. (My penmanship gets more unwieldy each year, but I think we all feel more connection to the past year’s version of ourselves if we hand-write responses.)
Explore the innovative questions to generate a thorough evaluation of how your past year turned out and how to approach the coming year. Do this on your own or with a group of friends or family after a yummy at-home brunch.
In last year’s post, Organize Your Annual Review & Mindset Blueprint for 2023, I talked about the importance of evaluating your year based on your personal values, as well quantitative and my own list of qualitative questions, which I’ll share again:
The Good
- What challenges made me feel smart, empowered, or proud of myself this year?
- What did I create?
- What positive relationships did I begin or nurture?
- Who brought delight to my life?
- Who stepped up or stepped forward for me?
- What was my biggest personal highlight or moment I’d like to relive?
- What was my biggest professional moment I’d want to appear in my bio?
- What’s a good habit I developed this year?
The Neutral
- What did I learn about myself and/or my work this year?
- What did I learn how to do this year?
- What did neglect or avoid doing out of fear or self-doubt?
- What did I take on that didn’t suit my goals or my abilities?
- What was I wrong about?
The Ugly
- What challenges made me feel weaker or less-than?
- Whom did I dread having to see or speak with this year?
- Who let me down?
- Whom did I let down?
- What did I do this year that embarrassed me (professionally or personally) or made me cringe?
- When did I hide my light under a bushel?
- What am I faking knowing how how do? — Instead of pretending you know how to do something but are choosing a different path, ask for help. Make decision about what to do from a position of strength rather than weakness.
- What’s a bad habit I regret taking up or continuing?
- Where did I spend my time wastefully or unproductively? (It’s social media. For all of us.)
- Where did I spend my money wastefully or unwisely? (Target? Let’s take a poll. Was it Target?)
WHY LOOK FORWARD?
Unless you’re a fourth grader watching the clock tick down until recess, time moves too quickly. We have little opportunity to savor the good, and before we know it, the years have flown by. If I don’t plan for how I want to live my future, time will go by without achieving what I want. To remind myself of the brevity and value of each day (without getting too maudlin), I use the simple but motivational app Life Clock.
Life Clock, available for iOS and Android, envisions a lifetime as the equivalent of a 24-hour clock. You feed it limited personal information and it extrapolates your life expectancy (though you can always adjust the number). It then identifies, for the given date, what “time” it is in your life.
Gulp!
Life Clock shares mini-facts about how to extend your lifespan (and notes what shortens it), and details historical trends and where traditional benchmarks (like graduating and moving out of your family home) fit on the clock of life. Each minute of your “life clock” equals about 20 days in real life.
We don’t need to “optimize” every bit of our lives; we deserve downtime. But we only get 1440 minutes in a real day, so let’s not waste a single one of our life clock minutes on things that aren’t good for us and don’t make us happy.
Nobody gets to decide for you what matters most. That said, it’s hard to stay focused on what matters to you when kids and world events and who Taylor Swift is dating all get in the way.
RESOLVE TO GIVE UP RESOLUTIONS
As I’ve written for many years, I don’t think resolutions work; they lead to disappointment and frustration. Why?
- People set unrealistic expectations. Resolutions are often overly ambitious and fail to account for the time and effort you need.
- Not all goals have to be SMART goals, but if your resolutions lack specificity (“get out of debt” or “get it shape,”), you have no actionable steps to take.
- Most resolutions have no real plan of action and no method for achieving accountability.
- Far too many resolutions have no intrinsic motivation. If your resolutions are designed to make someone else happy (whether that’s your mother-in-law or society) or compete (with a societal ideal or another individual), you’re bound for misery. I prefer SMARTY goals that are specific, measurable, achievable, relevant, time-based, and most importantly, yours.
- Too many resolutions are made and evaluated with all-or-nothing thinking. Success based on perfectionism is demotivating. Give yourself grace.
Instead of resolutions, focus on changing your habits. I’ve written about this at length, including in Organize Your Life: The Truth About Resolutions, Goals, Habits, and Words of the Year back in 2019 and earlier this year in Paper Doll Helps You Find Your Ideal Analog Habit Tracker.
So read those two posts, and for real, meaningful change, read Charles Duhigg’s The Power of Habit: Why We Do What We Do in Life and Business
and James Clear’s Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.
We don’t change who we are just because we decide to. We need a game plan. I will never embrace brevity in talking or writing. I will never be a morning person. But, I can change my habits. And so can you.
PROMOTE YOUR 2024 PLAN TO YOURSELF
Along with habit changes instead of resolutions, I believe in boosting your mindset so you can remind yourself, regularly, that you want to live a certain way, and why.
In the annual review/forward-looking posts I’ve linked to throughout this post, I’ve done deep dives into ways to keep the motivation and energy of your “why” alive. You can read about them in detail, but they include:
- a word of the year
- multiple words (like a trio of words) of the year
- a quote or motto or mantra of the year
- a song of the year
Whatever you pick, this word or phrase or song is your personal theme for the coming year. It reflects what you want to remember about your goals and your attitude. We all know that advertising works, so whatever you pick, or however you combine these ideas, use your (organized) space to keep your attention on your intention for the year.
Promote your theme word or phrase or song — to yourself — on a vision board to reflect and encompass any or all of your motivating words, phrases, and songs. Post your message to yourself on your bathroom mirror, your fridge, the inside of your front door — anywhere that it will give you a boost! Change your wakeup alarm on your phone to your song theme!
PAPER DOLL’S WORD OF THE YEAR FOR 2024
Some years, I do better than others with my word choice. In 2020, I picked “ample” and embracing the phrase “Ample: it’s not just for bosoms anymore.” I’ve carped about how the “ample” opportunities for experiencing a global health crisis weren’t appreciated, but upon years of reflection, I did grow the virtual organizing and productivity coaching side of my business.
2021’s “delighted” kept me seeking opportunities for delight, but I never managed to find a word that fit well for 2022. This year, I chose “fulfilled,” and it was a guiding principle behind work and life choices.
So far, I have two contenders for 2024.
One option came to me mid-summer in a flash, so I wrote it on the December page of my calendar so I wouldn’t forget. The word is UPGRADE.
I have a habit of overthinking a word’s unintentional implications. (Like how the year I picked “resilient,” I ended up with too many things from which to bounce back.)
Upgrade, though, has real potential. While there might be a slight implication of expense — having to replace things — I really feel the vibe of improvement. This isn’t about upgrading tangible things (socks notwithstanding) but about the quality of my experiences.
But “upgrade” has a quirky competitor: PRONOIA.
Don’t worry if you’ve never heard of it. Honestly, the first time I heard the word, I assumed it was made up. It’s opposite of paranoia; a person experiencing pronoia believes that the world around them conspires to do them good. Obviously, taken to extremes, it might seem like psychological or spiritual irrationality.
But Buddist principles haven’t been working for me, I’m still trying to get a handle on the Stoics I talked about in Toxic Productivity Part 2: How to Change Your Mindset. I feel the pull of a bigger change in my life, and I think “pronoia” dovetails with the idea of a life upgrade.
Thus, I keep coming back to the Carly Pearl song in which I first heard the word “pronoia.”
While song is about psyching oneself up after a heartbreak, there’s something in the lyrics (and Pearl’s intonations) that I find inspiring.
You ever heard the word Pronoia?
It’s the opposite of paranoia, pronoia
The belief that the world conspires in your favor
Honey, it’s a game changer
It’s a cherry lifesaver
When I feel like everything is breaking down
It’s the dip before I hit the higher ground
(©2023 Carly Pearl, Renee Hikari, and David Baron)
How do you feel about the year that’s ending? What word or phrase or song is emblematic of what you want in 2024?
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