Posts Tagged ‘organizing’

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.

Upward Delegation … Is Your Business at risk?

Wednesday, February 18th, 2009

 

Have you ever delegated a task to your assistant and, after realizing it wasn’t going to be done, assumed responsibility of it again? If so, the following story may sound familiar.  

 

Directory, Redirected

An executive had been asked by a co-worker to get a corrected list of contact information compiled for a large directory. There was a deadline, which was quickly approaching. Since the executive was involved in another, more important project, she asked her assistant to find the remaining few e-mail addresses. This request involved calling four people to confirm their new addresses.

 

Upon receiving this request, the assistant “teased” the executive about waiting so long to involve her in this job, “jokingly” indicating that she might be able to do this in her spare time, and left the office. At 4:45 PM, the assistant turned off her computer as she made one more personal phone call and was about to leave for the day. The executive asked for the corrected addresses and the assistant indicated that she had not had time to make the necessary calls. In a friendly voice, she suggested that if the executive would just stay a few minutes later than usual, that she could probably find the people herself.

 

The executive re-assumed the task.

 

Resentment Due To Perceived Lack Of Value

One question I am often asked by office assistants is, “When does my time become important?” The answer is, your time is always important, as long as you are using your time at work to help your executive accomplish work they need to accomplish in order to properly do their job.

 

What is the solution? How can I avoid this situation?

Both people were not happy with the way the process happened, and yet neither wanted to fully address the issue for fear of further damage. This is always a negative in an office setting.

 

When the center of power shifts from management to subordinate, it is not a productive situation. The manager is usually seen as weak and in a more negative light than the employee because no manager should ever “concede” to a subordinate concerning an assigned task.

 

Managers can certainly utilize productive criticism from an assistant however the manager should never allow themselves to be railroaded into taking back a task they have delegated to an assistant. As a rule, this practice greatly jeopardizes the manager’s authority in dealing with that employee in every other future office matter.

 

The best way to avoid the situation is to have a clear understanding of job responsibilities and clear communication at the beginning of the working relationship. Such incidences can be prevented through the proper exchange of information initially and by managers understanding their role in leadership.

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