Action Files

Last week I started a series talking about the paper. Even though it’s possible to receive notices and statements via email paper is still a problem. Many of my clients complain about paper. Organizing paper, finding the documents they need quickly and efficiently, and eliminating paper piles are on the top of the ‘to-do’ list. While this is a problem for many it comes front and center around this time of the year when taxes are looming on the horizon.

I suggested, last week, that you gather the paper from around the house and bring it to a central location. I also recommended that you set up a card table or clear a surface so that this week we could work on sorting this paper into categories to file, recycle, or shred.

Speaking of shredding, I recommend you have a cross-cut shredder. If you don’t have one or don’t want to get one then take the papers you want to shred to a place that will shred them for you. Office Depot, Office Max, and some Mail Box shops offer shredding by the pound. Put the papers you want to shred into a box or a bag. When the bag is full take it to be shredded. Another option is to look in your newspaper for Free Shredding. Organizations will take turns sponsoring a mobile shred truck in a parking lot from time to time.

Remember to look at every sheet of paper. Sometimes things get stuck in between the sheets. One time a client of mine found her social security card stuck in between some pages that were stapled together.

Now, let’s start by creating action files.

Action files are just what the name indicates – full of papers which require you to take action. I recommend you use a table top file holder for these files. Schedule a time to check these files every few days. This is not a place to store papers long term. Rather a holding spot for papers for which there is an action.

Here are some basic steps to follow:

  1. Warning… this can get tedious and boring. When we’re bored we tend to make mistakes or want to just grab a handful of papers and think “I know what’s in this stack so I’m going to just shred them without checking” That’s when critical papers get misfiled, lost or destroyed.
  2. So, SET A TIMER for some time between 20 and 30 minutes. When the timer rings either take a break and come back in a little while or schedule another work time for tomorrow.
  3. Look at each piece of paper and decide what your next ACTION will be.
  4. Your action may be to Recycle – you know if you’re not going to look at a catalogue or a magazine or an advertisement so recycle these items right away.
  5. Your action may be to Shred if so put those pieces of mail into a shred box or bag
  6. Other typical actions are: READ, FILE, PAY, SCHEDULE
  7. What do you label it when you don’t know what your next step should be? Put it aside for another time – I call that MARINATING or PENDING. The next time you look at these papers you may have figured out what action to take.
  8. You may also want a file for CONTACTS. You could put contacts to input into your data base here. You may also put your children’s class list or other contacts you’d like to have at your fingertips.
  9. If you sort the mail into these action files as it comes into your house you will not have an accumulation of paper piles!

Before you go out and buy a table top file organizer figure out how many files you want to have at your fingertips.

You can find file holders at Target, Office Depot, Staples and The Container Store.

Good luck sorting your papers into these action files. Next week I’ll review what to do with the remainder of your papers!

Advertisements

Tags: ,

3 Responses to “Action Files”

  1. Janet Barclay Says:

    I have a shredder which I use for day-to-day, but when I go through my files, I take them to the UPS Store for shredding. I don’t think either my shredder or I can handle high volumes!

  2. Sabrina Quairoli Says:

    I love my cross-cut shredder. I purchased it at Staples and I can put entire junk mail envelopes in it to speed up the sorting process.

  3. Autumn Leopold (@AutumnLeopold) Says:

    Diane this seems like a great method for an ADHD client I am working with right now so I just shared it with her. Thank You!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s


%d bloggers like this: