Posts Tagged ‘filing’

Lee’s Keys to Organizing © #3

Wednesday, September 21st, 2011

Improve Efficiency - Reduce Steps.

Store the items you use most closest to their point of use. Whether it’s storing your stapler on your desk or your spatula in the drawer, or hanging the keys near the door you use to go to the car, if you will determine the closest point of use and design your storage for the items around that area it will reduce steps and help you become more efficient.

Being efficient also means using schedules and your smart phone and computer for things you used to use paper planners and address books for. Learn to use the programs that help you with the work you do. This will serve you well. It will save time, and reduce clutter. I will admit that when the electricity is out for a period of time, I’ve known many people with paper planners and a land line to be able to continue their work without interruption. The lessons we learn!

Set up a good filing system at the office and at home, USE it, and teach others in your home to use it as well. Knowing how and where to put things away, and using a calendar to know when to take them out again are invaluable tools at work and at home. Color code the files for young students. Teaching them this one small thing will begin training your child and give them tools for a lifetime of organization. One day they and their bosses will thank you!

The Great Quest to Be Organized

Wednesday, February 18th, 2009

 

Could your disorganized work style lead to health problems? Yes, says Sandra Seick RN, the director of cardiovascular development with Providence Hospital. Chaos leads to stress, which takes itself out on the body. The primary organ affected by stress is the heart. Eat right, exercise and reduce your stress, advises Seick.

 

Not long ago, high tech gurus around the country were predicting that, by now, we would have become a paperless society. Though a heavenly vision, it simply hasn’t happened. In fact, with the onset of technology, people seem to be waging an internal battle, stuck somewhere between their old filing system and an increasing attraction to their computer and all of its paperless capabilities. The result is chaos, lost souls who, at one time relied on personal filing methods but who are now wandering aimlessly in a disorganized realm.

 

Today, it is estimated that 80 percent of all information is still paper based. U.S. and Canadian businesses alone generate over one trillion new pieces of paper each year In addition, the average time to retrieve and re-file a paper document is 10 minutes, and about 30 percent of documents are lost or misfiled and have to be recovered at an alarming cost of $120 per document. (Source: Gartner Group, Coopers &Lybrand, Ernst &Young).

 

“It’s not only frustrating to be disorganized, it’s just plain costly,” says Lee Donald, president of Organizing Associates Inc. in Mobile. Donald likes to quote a study by Coopers and Lybrand which found that the average executive wastes 150 hours per year looking for lost, misplaced, misfiled or mislabeled documents.

 

“People think that being organized is being perfect, but it’s not,” Donald points out. “Being organized is having a system that works consistently for that person.”

 

Though there are different software programs available to help people become more organized, Donald’s favorite one for filing systems is called “Taming The Paper Tiger.”

 

Describing it as a “search engine for your files,” Donald says the system integrates paper filing systems into a computer program that can help people find information instantly, reminds them of any activity they need to maintain within a file, and can even keep track of archived information stored offsite.

 

“You’re not getting rid of your files,” said Donald. “You’re simply logging them into a system where you can cross reference information and find things instantly without searching through a file drawer. It’s so useful that you no longer need to keep a single piece of paper on your desk. Your active files and information are placed within arms reach, so even your “things to do list” can be dropped into a file.”

 

Mark Glass, CEO of Southern Heritage Inc. is a believer in the Paper Tiger method. His three-year-old company was experiencing 10 percent com pounded growth every month of last year and this year, the percentage has been even higher.

 

“My desk was a three- ring circus,” said Glass. “We have 8,000 customers in our data base. I use my computer for everything, but when it came to paper; I didn’t file anything for fear I’d lose it. I needed to put my hands on that paper instantly.”

 

One day, Glass was watching television and saw Donald talking about the Paper Tiger system. He called her the same day with one simple sentence, “You are going to organize me.” Before long, Donald was in his office helping him put his papers into the system.

 

“With Paper Tiger, everything’s in the computer and files are numbered. It’s so simple, but it’s ingenious,” said Glass. “If paperwork bogs you down, you can’t grow. This enables you to get control so you can step up to the next level.”

 

 

Five Tips for Organizing Your Workload

1. Eliminate the non-essentials.

2. Prioritize your task or “to do” list using a 1, 2, or 3to indicate order of importance. Do one of each every day, so that the lesser important things do not turn into urgent matters.

3. Schedule appointments with yourself to get work done. Keep the appointment!

4. Define and delegate when possible.

5. Break projects into manageable steps and schedule the due dates for each step on a calendar for all involved.

 

 

Integrated Legal Office Systems Lead to Productivity, Part 1

Wednesday, February 18th, 2009

 

“If you fail to plan, you plan to fail.” We have all heard the saying, but what does it mean in an office environment?

 

I have learned over the years that when you say the words “get organized”, different people will hear different things.  One person may think “communication”, another person may think “spatial order” and another may think “time management.”  Actually they are all correct; I will give you some Keys to remember when planning the systems in your law office.

 

Lee’s Keys #1 Design your Waterfront Property© for Maximum Use

 

How many of you have Waterfront Property©? Actually, anyone who works in an office has it! It’s a term I coined to describe the space around your desk or credenza – or the area where you do most of your work. 

 

When you sit in your chair, hold your arms out to your side and turn in a circle, this area is considered your Waterfront Property©.  It’s the most valuable piece of property in your office because it is where your most important work is done.

 

One of the main complaints I hear about a person’s Waterfront Property is “what do I do with all this stuff”?  We tend to keep lots of “stuff” around us in our Waterfront Property area especially if we are visual people.  And we tend to keep this Waterfront Property “stuff” in piles, rather than in files.  

 

Someone with lots of piles is creating what I call “horizontal filing”. These people have difficulty finding information quickly because most of it is paper based. If a matter or case is not closed, then we tend to keep the information in paper form, and most of the time it’s filed horizontally rather than vertically.  This creates a pile that must be lifted and moved every time information is needed.  This equals more time wasted.

 

Many law practices wait until the case is closed before they consider the ways they keep the information. Remember that information in a combination of paper, electronic, and scanned documents is often a good way to handle a case or a legal matter.

 

Always send the closed case hard copy information to an AAA Certified records management center rather than using a mini warehouse unit, or closet, or attic of the building you are in. The difference in these options is dramatic and failure to manage and store your records properly could have serious consequences.

 

When horizontal filing is the organizing problem, I teach people Lee’s Key #2.

Unclutter Your Space!

Tuesday, February 17th, 2009

What is your definition of clear and simple? It means different things to different people. Over the years I’ve heard these words described as many different things such as:

 

1)   Not having much STUFF

2)   A task that is easy to accomplish

3)  A plain, uncomplicated life

 

Even these easy definitions leave a lot open to interpretation. For instance, how much stuff is too much stuff? 

 

A few years ago, I worked with a business man in his office to help set up a records management system.  It took quite a bit of work to wade through all of the other things and areas in the offices, but when we were finished, he and his assistant were pleased with the outcome.  Gaining control in his office improved operations throughout the entire company. 

 

As happens many times, what is going on at the office is mirrored at home. So, I was not surprised when he asked me to work with his family as well.  When I arrived at the home, I saw that the family did have a similar situation as the one we had handled at his office.  There was just WAY too much stuff.  Not only was there no where to put anything because all of the storage places in the house were full, but there was so much stuff that needed to be put away that you couldn’t safely walk through a room. 

 

In addition to these issues, they had more stuff that was not yet unpacked from containers with shipping dates that were months old. There was simply too much stuff in this home and they all knew they needed help.

Think about WHY people do this kind of thing. There are many reasons, yes, but most of the time it’s because they are seeking fulfillment from the wrong source – material possessions – instead of looking at the situation as a whole and making a decision to change a habit, expectation or thought pattern.  Think about WHY people do this kind of thing; there are many reasons, yes, but most of the time it’s because they are seeking fulfillment from the wrong source – material possessions, instead of looking at the situation as a whole and making a decision to change a habit or expectation or thought pattern. 

They think that if they just have THAT thing – whatever THAT thing is, their lives will be SO much better.  They think, hey – it looks great in the magazine ad, or in the TV infomercial or on the web site, and they can pay just a little more and get RUSH delivery and begin using it NOW.  And since it’s so “cheap” let’s get 2 – that will be twice as good! 

If they only knew that there is no thing that will fill their lives it will be a giant leap toward solving a problem.  There is only one way to happiness and contentment in life, and that way is not through going shopping.   

Here are a few tips to help us get rid of stuff so you can focus on life:

 

1)     If you already have one, don’t buy another one – yes, even if you can’t find the one you already have!  Instead, clean the area of the “lost” item and find the one you have.  While you are cleaning, you will not be able to go out and buy more! 

 

2)     And yes, cleaning while you search is key – get out the dust cloths, the cleaning supplies and the vacuum and do the job well. It will give you a sense of accomplishment, a feeling of well being and you will be able to find the things you are looking for with ease. Stress in your life will decrease because you will know that your space is in order.  In another blog, we will discuss stress from disorganization and how it affects our health!

 

3)   Use it or lose it! Someone else can always benefit from things you really don’t want or use.  Donate! You will be amazed at how many different types of items can be donated to worthwhile charities: cars, clothes, mattresses, toys - almost anything. 

 

To keep things simple, make a record of the items and donate them to your favorite charity.  If you don’t know how much value to place on the item when donating, go to http://turbotax.intuit.com/personal-taxes/itsdeductible/ and itemize your donations on that site.  There is a series of printable forms to fill in that will give you correct amounts to place on your donations.  You will be surprised at how much money you can save by filling in the form. 

 

A reader suggested having a party and giving your very nice, but unwanted, things away to your friends.  Number the items at the table and let them draw a number to see which item they get.  They can even trade with someone else if they like. This will be fun for everyone. There are many variations on this idea, so find the one you like and lose it!

 

4)   Recycle - especially paper.  It’s amazing how much space we take up in our homes storing old paper of all kinds.  Do you really need the whole newspaper if the only article you want to keep is on the second page of the C section? Allow yourself one magazine subscription per year and discontinue that one if you don’t read it every month. Be honest with yourself about this habit or lack of time.

 

Buy a file cabinet for the important papers you really do need to keep and set up a correct filing system.  If you use a system that is easy for everyone and keep the index in the front of the drawer, you will be able to find the items quickly and it will be easy to teach your family members to file using the system that you have set up.  DO get everyone in the family involved!

 

5)     DO NOT procrastinate.  Do it NOW.  Remember - no one procrastinates their way to an uncluttered life! 

 

Remember the executive I spoke about at the beginning?  He, his assistant and his family are still working with the system we began for them. The key was that he led the way at the beginning and is still leading by example. Their system continues to work well because they have gained freedom from clutter and have given up the bad habit of procrastinating.  As they all learned, if they do the mildly unpleasant thing like filing now they can relax at the end of the work week and enjoy their weekend, which is a pleasant thought for us all.Â