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Do You Know What is in Your File Cabinet? |
January, 2000
Vol. 2, No. 1 |
You've survived the holidays and you're still sane. Great! I hope my 1999 Holiday newsletter helped. |
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Now, if you really want to start the new Millennium off right, I have a suggestion: Stop procrastinating and start sorting and purging those files you've been ignoring for what seems like a hundred years!
Believe me, I've seen enough file cabinets to know that it's my clients' least favorite activity! I agree it can be a boring task, but it's even more aggravating to waste your precious time looking for important papers when you need them quickly.
A survey conducted a few years ago indicated that the average executive loses 5 weeks per year looking for misplaced documents. I'd like to see these executives spending that time a bit more creatively in the 21st century - with their loved ones; in the gym; learning a new skill - whatever.
Keeping in mind that 80% of what's in your file cabinets may never be referred to again, how about pulling each folder, reviewing the contents, and recycling some paper out the door before 2001 rolls around? Sure, it takes a little time - but you'll finally know exactly what's in your files and you'll free up lots of file drawer space. You'll eventually fill up those drawers again. But at least you won't need to buy more file cabinets that occupy more floor space. Especially if you declare a semi-annual "Round File Day," beginning with this new year.
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When you've decided which files you should keep (I'm referring to the really important stuff), just follow the KISS method of categorizing - Keep it Short and Simple.
The fewer categories the better. Nothing fancy. Just alphabetical by subject. Set up major categories with some subcategories. Here are a few examples to get you thinking:
| Business |
Clients
Payables
Receivables
Correspondence
Expenses |
| Personal Finances |
Insurance
Retirement
Mortgage
Auto
Investments |
| Taxes |
(most-recent returns, with backup) |
| Legal |
Claims
Divorce Papers
Adoption Papers |
| Personal |
Medical Records
Career
Correspondence |
| Real Estate |
(folders for each property) |
| General Information |
Childrens School Records
Pet Records
Warranties |
| Reference Material |
Home Repairs
Travel
Food
Medical
Articles (misc.) |
Can You Think of More? |
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 How do I know what to throw away and what to keep? For those of you who find it difficult to throw papers away because you are just not sure if you will need access to the information again, ask yourself these questions as you look at each file:
- Will I be referring to this material again? If not, go ahead and toss it.
- Could I replace this information if I did perhaps need it at some time in the future? If the answer is yes, then toss it now.
- Would I be jeopardizing my job or personal business if I threw out these papers? If not, these old files should be headed for the "round file."
- Do I think I'd be able to find this file if I needed it? If you couldn't because the way you've been filing it has made it impossible to find anyway, either [1] find a better method of filing it or [2] throw it away now.
These are just basic filing suggestions. Several of the books in my site's Resources section provide more detailed assistance ("Organizing Plain and Simple," for example). The important point I'd like to make is that clearing out your paper mess can be a rewarding and energizing experience!
It's amazing how much of our energy gets drained by the stagnant, useless stuff we allow to clutter our homes and offices. Open the way for new energy and new ideas to flow into your life in the year 2000:
Dedicate just an hour a day to this project until you have finished the job - you will be truly amazed at how much "new" energy you have for things you'd really rather be doing!
And if it feels like you're getting in over your head, call me - I can help.
Best Wishes for a Prosperous New Year!
All the best,
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