The Virtues of a
Tickler System

Consider setting up (or purchasing) a simple tickler system, a very simple and straightforward approach to locating the papers you need on the day you need them.

Setting up the system is easy. Learning to check it each day requires developing a new habit - or as I like to call it, a new Success Practice. But trust me, it's worth getting into this habit if, like most of us, you have too many details to follow up on each day. I use an accordion-style desk file/sorter (days 1 through 31, months January through December; available at Office Depot) in conjunction with my calendar. I like the portability of this type of tickler system. Some of you may prefer to set up your own system in your desk drawer, using manila file folders.

Here's what this system looks like: My preferred system looks like a book with an expandable, accordion spine. It has slotted pages (if the slots are blocked you know there is a piece of paper between one of the pages), tabbed 1 - 31 and January - December. Any paperwork, birthday cards, airline tickets, etc. that you need on a particular day in the current month are placed under the date tab, and a notation ("T") is placed in your calendar so you know to look for the item in your tickler system on that day. I prefer to check my tickler book the night before, putting any papers needed the next day in my attaché case. That way I'm all set for the next day's events even if I'm on the road most of that day. As you open and sort your mail each day, remember to toss the junk mail immediately and "tickle" any items that will be required on a particular future date.

This truly is a practical, easy-to-use reminder system that tickles your memory. Another type of tickler system, the file-folder system, basically has file folders labeled both January through December and 1 through 31. The manila folders can be placed inside your desk drawer or sit in an upright (cascade) file rack or caddy on a credenza or table next to your desk. You can customize your own tickler system. You'll find it's useful whether you're working in a corporate office; your in-home office; or you're a homemaker who has your own kitchen office. (I call that "Mom's Power Center.")

Using a calendar and tickler system as part of your time-management routine is one of the best ways to eliminate spending endless hours looking for misplaced papers.

Get in the habit of doing this for 30 days and you will have the routine ingrained into your workday. As always, if any of this feels overwhelming, give me a try. I'm always glad to help.

All the best,