Paper Management
Productivity Coaching, Time Management Consulting and Leadership Coaching for business and nonprofits - get your most important work done. Collaborating with leaders and their teams to become more strategic, focused and productive. Leadership and Board Coaching, Strategic Planning Facilitation, Productivity Coaching and Time Management Consulting, Professional Speaker.
Productivity Coach, Productivity Consultant, Leadership Coach, Time Management Coach, Business Consulting, personal productivity, time management, nonprofit, board coach, collaboration, strategic planning, facilitation, change management, leading productive teams, project planning, board development, volunteer engagement, association management, workplace productivity, executive director.
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Paper Management

04 Mar

Posted at 10:15h in Paper Management, Productivity, Tech & Digital Clutter

Evernote

Imagine 1000 sticky notes that are organized and available at the click of a mouse.  Meet Evernote.  Evernote is a cloud based application that can be accessed from just about anywhere – your PC, your Mac, your iPhone, your iPad and/or your Android phone.  And it’s FREE!  Go to www.evernote.com and download it.  Play with it.  Basically, all you need to know to get started is that you make a note – give it a title and Evernote saves it.  Then when you want to find it you can search on any word in the note and it will pull it up for you.  Later, when you get more comfortable with it, you can take pictures into your notes, cut and paste links and photos into your notes, and even do voice to text input.  Here are some ideas about how I use mine:

  • Favorite lists:  books to read, restaurants to go to (each city has its own note), wines to try, nail polish colors I like
  • Numbers: Frequent Flyer Numbers, Insurance numbers, Clothing/Shoe sizes
  • Maps: Pictures of how to get from point to point
  • Things to Buy: Pictures of my odd size light bulb for my desk or the humidifier filter I only have to buy once a year
  • Lists of names: friend’s kids/ grand kids/ husbands names, etc.
  • Notes from meetings
  • Summary notes from articles or books
  • Absolutely anything that is on scrap of paper that can now be placed into a sortable manageable system

Evernote is really a simple system to use.  Do yourself a favor and try it today.

18 Feb

Posted at 09:31h in Focus and Prioritize, Paper Management, Productivity, Tips for Easier Living

Developing a habit is an important part of creating change, but an equally important aspect is creating a process.  And not just any process, a SIMPLE process.  For if I’ve learned anything working with my clients, I’ve learned “if it’s not simple, it’s too hard.”  Creating a simple process is perhaps the most crucial aspect of driving change.

What does creating a process look like?  If I asked you to write down the steps to do something you do every day you could.  Let’s take getting dressed each morning.  My system looks like this:  1. Take shower 2. Brush teeth 3. Put in contacts….. etc.  I do the same thing each morning.  I don’t need to think about it, I’ve done it so many times that it has become rote.

Everything that is done routinely needs a clearly thought out process.  Let’s apply this concept to staying on top of the papers in your office.  We start by breaking this into WHAT, HOW and WHEN.

“WHAT” is the goal: “round up the piles, papers and notes into a clearly prioritized task list in order to be able to focus on my most important work.”

“HOW” is the process:

  1. Gather all papers and notes that are laying around into one big pile
  2. Pick up the top item in the pile – ask: what needs to be done?
    1. If I need to put it away – put it away
    2. If I don’t need it – put it in the trash, recycle or shred zone
    3. If I need to give it to someone else – put it in a pile with their name on it
    4. If I need to take action on it – prioritize the action (critical, hot, sooner, later) on my task list and decide if I still need the paper (put it in the take action zone or throw away if I can)
  3. Pick up the next item and process
  4. Continue until I’ve cleared the pile
  5. Distribute sorted papers to their proper places
  6. Review my task list to ensure proper prioritization

“WHEN” is the frequency: “I will schedule 2 hours each week.”  Put it on your calendar.  If something comes up and you have to move it, that’s fine as long as you spend the 2 hours each week.  (Realistically, when you get started this can take 2 hours.  As time goes on it may take less than 1).

While this process may seem daunting, the more you work it, the easier it becomes.  By having the process written down it helps you to keep on track, and on task, until it becomes rote.

05 Nov

Posted at 10:29h in Focus and Prioritize, Organize to Thrive, Paper Management, Productivity, Tips for Easier Living

I received a question from one of you this week.  JW writes: I am a true list maker. I make a “to do” list every single day. Only problem is that I use several different types of note pads and don’t throw the list away each day. (some days I’m better than others).  Therefore, I have various lists on kitchen counter, desk in my office, night table. Then I spend a few minutes each day merging the lists, etc. I realize it’s a definite waste of time and was wondering if there are others like me.

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11 Jun

Posted at 15:52h in Paper Management

I recently attended a workshop on digital filing. It was clear that the concept of a paperless office was completely unrealistic. What is clear however is that we can simply reduce our use of paper by training ourselves to think differently? I pose to you the challenge of going Paper-LESS. Yes, LESS PAPER! Easy Paper-LESS changes:

  • Don’t automatically print out receipts of on-line purchases – Do file electronic confirmations in an email folder (mine is called on-line purchases!)
  • Don’t automatically print out emails you need to act on – Do put the action item into your task management system (on your to-do list, on to your calendar, etc.)
  • Don’t automatically print out airline ticket confirmations – Do put arrival and departure information (including flight numbers and confirmation codes) right onto your calendar.

These are simply places to start. However the real trick is the “automatically” part. You are going to have to change the habit you now have of hitting the print button at every turn. Instead of hitting Print try hitting a mental Pause and asking yourself “can I do with less paper?” Because when Paper-Less you have less clutter, and less clutter means fewer distractions from your important work.

21 May

Posted at 14:29h in Organize to Thrive, Paper Management, Space

The goal of getting organized is not to be perfect; it’s to make life easier. Do you want to get your mail under control? File your paperwork? Find your summer shoes? Once I give clients permission to not be perfect their progress takes off. Ask yourself – “what is good enough?” Good enough doesn’t have to mean Pinterest perfect visuals or complex systems.

It’s always best to begin with the end in mind. If your goal is to be able to find things when you need them than that’s the type of system you should create – Consider:    (more…)

12 Feb

Posted at 14:24h in Focus and Prioritize, Paper Management, Productivity, Time Management

Endless Tasks….Overwhelming Pressure…Desire for Results…Knowing there has to be a better way….

Escaping to Walden Pond or traveling the country via RV are definitely options – but for most of us not viable ones. Minor adjustments that accumulate for noticeable change are much more desirable. Here are some of my favorite time control techniques:

MINIMIZE THRASHING

Thrashing is the computer science term for when a system spends more time switching from task to task then actually working on the task. When we spend our time thinking about what we have to do, remembering where we were in the project, and then building up momentum to get results, we are thrashing. Nothing is more frustrating than getting to the meat of a project and then having to stop. I have found the best way to minimize thrashing is to plan chunks of time for a project. I’ll arrange my schedule to be able to commit 2 or 3 CONTINUOUS hours to the task. While it may be hard to find those uninterruptible hours it sure is worth it when the project is done!   (more…)