Archive for ‘Paper Organizing’ Category

Posted on: January 25th, 2011 by Julie Bestry | No Comments

Some people learn well from rules regarding what they should do, what they ought to do. These are the always-prepared scouts, the by-the-book officers of the law, and at least a healthy percentage of professional organizers. However, sometimes it’s more instructive, more motivating, more urgent, when we hear what we ought not to do.

Be honest, aren’t you more likely to schedule a doctor’s appointment after reading a cautionary tale of someone who ignored a medical symptom? When you hear of a computer crash (or this week, when you heard that the cure for cancer might be on a stolen laptop that was not backed-up), don’t you back up your files or start Googling Carbonite or Mozy?

We’re simply programmed to pay better attention to what NOT to do. This week and next, we’ll examine some of the biggest mistakes people make with their paper management systems.

Mistake #1: You Have No Physical System At All

Papers are everywhere. OK, maybe not everywhere. Maybe you’ve never found a 1099 in the lettuce crisper or a bank statement propped against a toothbrush holder. But whether your papers are merely limited to all the horizontal surfaces near your desk or are defying the laws of physics throughout your home and office, you’ve got only a rudimentary idea of where anything is, and everyone is dependent upon your memory of where something might last have been seen.

The Solution? Create a system!

Recall our Golden Rule of Organizing: “Don’t put things down. Put them away!” where “away” signifies the home where an item belongs. With paper, that means having a system of categories (and subcategories) to enable grouping like items together. While an occasional piece of paper might have two equally logical homes, guesswork will be eliminated 99% of the time.

When prospective clients contact me for help with paper, the first thing I ask, before I inquire about what’s causing them problems and what’s working well, is, “Do you have a filing system?” It doesn’t matter whether their systems involve a state of the art filing cabinet, a neon pink milk crate or thirty labeled shoeboxes, the very first step is to put some kind of system in place for handling the three types of paper in life:

Reference – This is all of the documentation you’re likely to need to put your hands on. In most cases, paper management solutions for reference work best in file folders or three-ring binders, but we’ve examined myriad solutions. Take some time to travel through the Paper Doll archives to locate solutions for all your reference paper systems. We first covered setting up a Family Filing system:

Family Filing—As easy as (eating) pie
Financial Filing—Scrapbooking snapshots of your money’s life
Mom, why is there a receipt stuffed in the turkey?
I Fought the Law…and the Paperwork Won!
Patient: “Doctor, it hurts when I do this.” Doctor: “Then don’t do that!”
Paper Dolls Live In Paper Households
I Hope Nobody Ever Writes a Nasty Tell-All Called “Paper Doll Dearest”!

Financial and legal paperwork may not always live at home, which is why we’ve talked about how to Safeguard Your Very Important Papers: Safe Deposit Box Basics. We’ve also reviewed, at length, how to deal with your medical paperwork.

Vital Signs: Organizing For A Medical Emergency, Part 1
Vital Signs: Gathering Information During/After A Medical Emergency–Part 2
Vital Signs: Maintaining Your Family’s Medical Records–Part 1 (Paper)
Vital Signs: Maintaining Your Family’s Medical Records–Part 2 (Digital)
Paper Cuts: Don’t Let Hospital Billing Errors Bleed You Dry

While financial, legal, and medical paperwork tend to live in your main filing system, your household papers, regarding the running of the home and the things in it, often need systems developed in other household locales:

A Recipe for Decluttering: Kitchen Paper
Organizing Your Takeout Menus, or How NOT To Order Like Bob Newhart
Boom! Crash! “Honey, where’s the user manual?”
Put Manuals On Automatic: Organizing Owner’s Manuals: Part 1 (Paper)Part 2 (Digital)
Organizing Your Car Maintenance Records

And, of course, there are systems (physical and behavioral) for handling the most personal paperwork in your life:
Zing Went the Strings of My Heart: Organizing Your Love Letters

Action – You know I’m a big fan of using a tickler file, whether that’s an accordion-style

file or 43 folders (31 daily and 12 monthly) in a desktop file box or drawer. Each action-oriented piece of paper represents a task you need to perform, so unless you’re going to tackle a task today, figure out when’s the earliest or optimum day to handle it, assign the task to that date and tuck the paper away. (Of course, the behavioral side of your system requires that you’ll check your tickler!)

Archive – The whole history of your life need not be at your fingertips. If you no longer need a piece of paper for action or immediate-access reference purposes but aren’t ready to let it go, at least get it out of your Prime Real Estate. Box it up in a Bankers Box and tuck it in storage or go digital, scan the material and recycle or shred the paper.

Mistake #2: You Have No Behavioral System In Place

You’ve got filing cabinets, hanging files…even a label maker. You might once have had a working system. But it’s been weeks (months? years?) since you’ve put things away in any designated spot.

The Solution? Build maintenance rituals into your schedule!

There are no filing fairies. No folder elves. No matter how nifty it would be, files and folders and ticklers do not perform a “Beauty & the Beast” musical number while you’re sleeping. It’s all up to you.

Think of your physical filing system like the kitchen. You have a sink, dishwasher, pots and pans, and kitchen cabinets, all physical accoutrements ready to handle your food preparation, dining, and cleaning system. But the hardware isn’t enough.

Imagine that you start your day in a hurry, rush to get out the door and fill the kitchen sink with sticky, syrupy breakfast dishes and glasses thick with the remnants of pulpy orange juice. Perhaps you manage to make it home for lunch, between appointments, and have just enough time to move your lunch dishes from the kitchen table to the sink. And then there’s the all-too-brief snack time before piano lessons or soccer games.

By the time you get home for dinner, you’re faced with the prospect of washing all of the dishes, or even scraping and rinsing the dishes so they can go in the dishwasher, just so that you’ll have the requisite room to prepare dinner. That prospect is likely to be daunting enough to convince you to order pizza or get take-out. Lather, rinse, repeat — but eventually, you’ll run out of clean dishes and your kitchen will become an untenable mess. However, when you get in the habit of washing the dishes right after eating and emptying the dishwasher right before bed, even if you momentarily resent the fact that you are so put-upon that you must do such harsh physical labor…deep down, you know that your life runs more smoothly with these tasks completed.

Similarly, you can see that a paper management system with the hardware (file folders, hanging folders, cabinets or cubes, etc.) but with no behavioral system in place is a recipe for ruin. When you need something NOW, like the phone bill that was due yesterday or the policy number for your auto insurance, digging through piles of where you last saw something is not only less than ideal; it makes things worse.

If, like Paper Doll, you don’t cook, perhaps you’d prefer to think of your paper management system like the one you should have for organizing your closet. There are tasks you perform daily or at least weekly (hanging up clothing, putting away laundered items) and tasks that are handled less often (like seasonal closet switches or purging of excess).

Similarly, figure out what you need to do and when you’ll do it:

Whenever you feel overwhelmed

Turn off the ringer and the computer alerts, place a Quarantine sign on your door and follow the instructions here:

WhitePaper RAFTing: Adventures In Paper Organizing

Daily

Get in the habit of putting away each piece of paper when you’re done with it. I’m not a strong proponent of the OHIO (Only Handle It Once) Rule, but I do believe that as soon as you receive a piece of paper, you should try to figure out what’s the very next thing you have to do with it. If it triggers a task, either do it, delegate it or put it in your tickler file. If it’s reference, file it away. Once your physical system is up and running, it shouldn’t take more than five or ten seconds to put away any piece of paper.

What about a To File Pile, you ask? Well, sure, you could put a tray on top of your filing cabinet and plan to file everything all in one fell swoop, daily or even weekly. But without diligence, that gets perilously close to our sticky kitchen example.

Let technology prompt you to put papers away. If you work in an office, set an alarm on your computer to alert you fifteen minutes before your lunch hour and fifteen minutes before you close up for the day. At home, set alarms to remind you to check your tickler file at the start of each day and tidy papers before you amble away from your desk.

Weekly

Book time on your calendar, preferably Friday afternoons, for catching up on abandoned tasks. No, that’s not being defeatist; it’s being a realist. Life is messy. Kids get sick, washing machines overflow, catastrophes happen at work and at home. Building a paper management backup system into your life is like an insurance policy. If you’re all caught up, you can release the blocked time for something more fun.

Might you put off these daily and weekly tasks because you fear boredom will set in? Get yourself an accountability buddy. Arrange to phone or Skype a friend and do your procrastinated-upon tasks at the same time. You don’t even have to both be doing the same thing, just as long as you’re both aware that the other has this set task to complete. It’s a distance/virtual version of what Judith Kolberg calls body doubling. There’s something soothing about performing (or even appearing to perform) a similar task simultaneously. (If your chum’s procrastinated-upon task is a cardio workout, you might want to mute Skype or only talk to your friend at the start and end of the appointed time.)

Annually

Normally, you’ll be concerned with what you put into your paper management system (filing) and what you need to access from it (retrieval). However, unless you encounter an overstuffed system, apparent duplicates that require a careful examination to differentiate or some kind of disaster, you’ll rarely be concerned by all the stuff you never need.

That’s where the reviewing and purging parts of your behavioral system will come in. We’ll discuss the process of winnowing an overstuffed paper management system next week. For now, just block time on your calendar for the annual process. At the office, pick the part of the year where demands are low and the phones are quiet — for example, between Christmas and New Year’s or in July or August. For personal files, it might be when the kids are at summer camp.

You won’t have to do it all at once, but plan time to purge your filing system a little bit every day during the blocked period.

Start at the front and move backward. If you’re dealing with client files (or anything alphabetical), aim to manage one or two letters a day. You might find you’ve got extra work cut out for you when handling the A’s, M’s and S’s (that’s just the way things work out), but you’ll be able to double-up on the days you get K, Q, U, V, X, and Z.

Next week, we’ll continue with more paper management mistakes, like overstuffed file systems and bad labeling practices. Until then, please back up your computer — especially if you’ve found the cure for cancer.

Posted on: January 13th, 2009 by Julie Bestry | 4 Comments

[Editor’s note: This post from the Paper Doll vault was originally published January 13, 2009, back when we were still using two spaces after a period. Sixteen years later, email still plagues people, so this post has been refreshed and updated as of February 2025.]

My parents once told me about a long-lost relative who, when his bank statement got too terribly out of balance, withdrew all but a small amount (estimated to cover all outstanding checks), opened a new checking account at a different bank across town, and abandoned the old one! New bank account, new check register, new sense of freedom.

That long-ago relative declared bankruptcy on his unfathomably unbalanced checking account.

We tend to think of bankruptcy as a bad thing, and certainly by the standard definition, but it’s sometimes the best of a bad set of options. When you lack the funds to pay your bills, bankruptcy is the legal option that allows people (or businesses) to liquidate their assets, create a payment plan going forward, and start fresh without the stress associated with unpayable debts.

But today, let’s look at a different kind of bankruptcy, inspired

EMAIL BANKRUPTCY

In the 21st century, that old story has new wings. For avid web surfers, the idea seemed to have started with a man named Fred Wilson, a venture capitalist. In early 2007, Wilson declared bankruptcy on his blog — email bankruptcy. He wrote, simply:

Wow.

While Wilson’s pithy post got linked and tracked and repeated all over the web (and this, in the days before social media), he wasn’t the first.

It turns out the real father of this movement might have been Stanford professor, copyright attorney and Wired columnist Lawrence Lessig, who, in 2004 sent an email to everyone in his address book, apologizing for a “lack of cyber decency” (which, I suppose, we could almost consider 21st century moral bankruptcy), and saying that if anyone was awaiting a response to an as-yet-unanswered email from him, they should reply directly to this particular email, implying all emails that had come before would be ignored

Lessig apparently saw a declaration of email bankruptcy as the only option to allow him to repay any of his email debts — attacking the most urgent or important would be better than the hopeless and time-consuming attempt to handle them all. With this method, he’d give “creditors” with the most valid claims on his time a chance to recoup their long-awaited loses, and he’d start clean. 

Certainly, this method has some appeal. Lessig and Wilson absolutely aren’t the only ones in email bankruptcy court; they’re not even the only high-profile ones. Even musician Moby (known for his high-tech & digitally-designed creations) is reported to have done it.

Although often credited to Lessig, the term email bankruptcy seems to have been coined a full decade ago by MIT Professor Sherry Turkle, and she’s been speaking on the subject for a decade, and as recently as national conferences in 2008.  Apparently, the fantasy of freeing oneself from the burden of massive and multiple screens’ worth of email is a common, appealing and compelling one.

The concept for anyone who works at a desk all day is fairly shocking. But isn’t it also intriguing?

As a professional organizer, I’ve seen clients facing this dilemma, with anywhere from hundreds to thousands to tens of thousands of emails in their in-boxes haunting and taunting them. I’m sure you can empathize and see the appeal of this seemingly reckless abandon.

There are great advantages, not the least of which is that unlike financial bankruptcy, you don’t have to wait 7 years to rebuild your online reputation. However, I can’t say I’ve ever encouraged a declaration of email bankruptcy, which seems to involve three steps:  alerting everyone to your situation, apologizing, and deleting everything emailed prior to this moment.  

I’ve you’re thinking of email bankruptcy, Paper Doll encourages you to consider some compromise measures. Instead of complete bankruptcy, it puts (email) debts in abeyance so that you can focus on what are likely the most pressing obligations.

Peruse the following approach, which can be taken in baby steps. Sit down at your computer, where it’s easier to manage email than on your phone:

  1. Sort emails by date — Just click the top of the date column, no matter what platform (Gmail, Outlook, etc.) you’re using. It will reorder your emails, just like magic, and is an entirely reversible action.
  2. Create an email folder called “Archive” so you can move mail (without deleting anything, assuming that’s too scary a step for you).
  3. Drag old mail (everything from prior to last two weeks) to the Archive folder. It’s staying within your possession, you’re just moving it to a different pile. Of course, if you’ve got 50,000 emails in your inbox, this fear (and anticipating the time it might take) could be paralyzing. If that’s too overwhelming, try carrying over just one smaller chunk at a time, starting with the oldest. If you’re moving 134 emails from July 2008, you’re going to immediately eyeball that “Jeez, I don’t need any of that” and the fear of just moving them out of your inbox will abate.
  4. Take a deep breath — Remember, you can still do a global search of your email account to find something specific you want. This is just to give you a little elbow (or eyeball) room.
  5. Now, just handle whatever is current, and you can define that any way you like. — Perhaps that’s the last 10 days or two weeks’ worth of mail in your in box; maybe it’s everything from this calendar year. Only you know what’s going to relieve you from your sense of recent email debt. But be ruthless about processing that email getting it out of your inbox. Use any of the productivity tools Paper Doll has given you. Maybe you’ll want to do a series of Pomodoros to complete the tasks associated with those emails. Maybe you’ll Zoom with an accountability party to body-double one another. And maybe you will recognize that not only can you comfortably delete the email, but you can unsubscribe from the obligation to get more. (It’s like canceling your gym membership when you’re getting billed monthly but realize you’ll never, ever go to the gym!) 
  6. Pat yourself on the back. Having dealt with the most recent email, you should already feel lighter. From here, you have a few options. You can completely stop, or you can organize that whole backlog, knowing you can always use the search function to find any of that older stuff
  7. Go to the Archived Folder. Create a sub-folder called “Archive [YEAR] & Prior” or “Before [YEAR]” or something like that. 
  8. Move everything from the Archive folder that’s dated prior to (for example) 01/01/2025 to the sub-folder.  In other words, the last year’s worth of stuff is archived, but stuff older than a year is SUPER-ARCHIVED. (If you’ve been using your email inbox as an endless “to do” inbox for years, you may have up to 10 years worth of emails in your box.  Chances are good that if you missed anything prior to about 6 months ago, someone has already called to bug you about it.)

At this point, you could just stop and walk away, content that you’ve caught up on what’s truly essential. You could also delete the whole sub-folder, because how likely are you to really need something sent to you between when you got your first AOL account in 1994 and the start of last year? 

But just having all your most previous year of email set aside can make it seem more manageable, because if someone does contact you about an email sent a few months back, using your search function to find one email out of a year’s worth will be easier than location one in a decade’s. 

Now that things are tidier, you might decide to handle ten ancient emails a day. You could sort that archived folder by sender and look at everything your colleague who retired three years ago sent you to see if anything is vaguely useful, or mass delete everything Kohl’s has sent you since you first got a charge card there. (Seriously, Kohl’s, do you really need to send me three emails every day? I’m not going to forget I have a 40% discount, but more emails aren’t going to trick me into shopping if I don’t already need to buy it at full price. I’m strong that way! 

But remember, don’t feel like you have to delete everything from your archive. Inbox:Zero is still only a snapshot in time; people will no more live forever with Inbox:Zero any more than you’ll achieve LaundryHamper:Zero by any method other than becoming a nudist. Email, to our dismay, is here to stay. But getting rid of the ancient and the excess will give you some breathing room to get your work done.

I’m Paper Doll, so why am I talking about email?  Because this urge to run away, to abandon your paper debts, is just as strong as that to free yourself of email. Look around — do you have months, even years, of magazines, catalogs, old charitable requests, junk mail, greeting cards, credit card statements, and loose papers surrounding you?  Wouldn’t it feel good to be free?  (Wouldn’t the foundation of your house be less likely to creak under the weight of it all?)  To that end, consider similar bankruptcies.

CATALOG BANKRUPTCY

It’s January. Last year’s (or last decade’s) prices don’t magically stay valid just because you’ve saved the catalogs. 

  • Get a recycling bin and dump every catalog into it. 
  • If you REALLY think you’ll order from any of these catalogs, take a minute to bookmark the URL so you can surf anytime you like.
  • If you’ve spotted a turned-down page bearing a product you simply must have, tear out just that page–catalogs print their names/URLS/phone numbers on at least one side of every page. Surf the site, bookmark the product page in a bookmark folder called “pending purchases” and recycle the paper.
  • Call the 800 numbers and take your name off their mailing lists.

MAGAZINE OR NEWSPAPER BANKRUPTCY

Do you hand-write a transcript of every episode of Oprah? (No!!!) Then you don’t need to save every issue of O Magazine! If nobody is paying you to be an archivist, stop taking that on as a responsibility. [Editor’s Note: Oprah’s magazine may be gone, but the concept still stands.]

  • Read what I had to say about magazine clutter last year, here and here.
  • Go back and read it again. This time, take it to heart. Owning a magazine does mean you have a slightly greater potential to gain the knowledge within, but it’s only potential unless you actual read the articles, retain the information and release the magazine back into the wild. Set them free!
  • Start by making some rules to make the pain of letting go a little easier. Perhaps you can save just the fancy-pants Holiday Issue of each magazine and let go of other months?
  • Recognize that old news is history; if you haven’t read Time or your local paper from last April or even last week, trust me, your life will be none the poorer.  
  • Affirm that there’s not that much new under the sun; if you throw out an issue emblazoned “A Flatter Belly in 30 Days,” be assured “A Tighter Tummy in 4 Weeks” will probably appear in your mailbox next week, anyway. 
  • Trust Paper Doll (and failing that, Antiques Roadshow) that your 6-year-old National Geographic issues and daily papers will not become collectors’ items.
  • Stop renewing subscriptions to magazines you don’t read in full by the time the next issue arrives. Really. (If you miss them that much, go read them at the library where the magazine clutter gets managed by the staff.)
  • Donate the magazines to doctor’s office waiting rooms (where they’ll still be decades fresher than whatever is there) and enjoy your free space.

JUNK MAIL BANKRUPTCY

  • Do a reality check.  Last week, there was a vigorous discussion on social media regarding how so very many of us spent our childhoods coveting Samantha’s or Tabitha’s magical twitches (from Bewitched).  But we accept it’s not going to happen.  Now it’s time to face another truth.  You are very unlikely to win a magazine clearinghouse’s million dollar sweepstakes. Your time is too valuable to play affix-the-sticker-on-the-contest-form, and we’ve already determined you don’t need new magazine subscriptions.
  • Donate or don’t, but make a decision. Too many people hold onto charitable donation requests for week, months or even years. There’s no more or less inherent value in replying to any given request from the same non-profit (except, quite possibly, letting their marketing firm make suppositions regarding which design was more popular).
  • Shred convenience checks and any other “junk” mail that bears any personal information. It’s junk if you don’t want it, but that doesn’t mean it’s not appealing to dumpster-diving identity thieves.

There are dozens of ways you can free yourself by declaring a positive kind of bankruptcy.  Starting today, think about what else you can jettison: tasks and obligations that don’t fit your goals so you can spend more time with your loved ones? Email newsletters you only subscribed to so you could read the bonus ebook? Delete those apps you never, ever use! 

Set yourself free!  Declare bankruptcy.