One Sparkleize reader writes:
Dear Crystal,
I have a nice two-drawer file cabinet but I am an unorganized person. Right now both drawers are stacked with various nonsense in no particular order. Can you suggest a method to:
1. Prioritize contents
2. Maintain order and ease of finding
3. Keep everything current
4. Not drive a lazy clutter-hound like me crazy
I want to get rid of decades old bills and weird slips of useless paper, but it’s all a big tangle. Help!
Sincerely,
Disheveled in Durham
Dear Disheveled reader,
Here is my step-by-step advice for organizing your file cabinet, along with a strategy for easy and efficient document management!
You can implement the whole plan, or just a few of the ideas. If you do decide to put the full plan into action, I recommend allowing yourself to take each step one at a time, dividing them into mini tasks if needed, rather than trying to complete all the steps in one day. Keep in mind that each step is a huge accomplishment, so don’t get discouraged!
Personalized plan for file cabinet organization and document management strategy
Suggested list of supplies to gather before you begin:
• 1 box of hanging files
• 1 box of manila folders
• 1 box of manila file folder labels, assorted colors
• 1 box of envelopes (either manila or standard letter-size is fine)
• A few sets of brightly colored sticky notes
• 2 bankers boxes
• 1 stacking file tray (should contain 2 levels, compartments or slots)
• 1-2 Sharpie markers
• 1 large cardboard box or other container to function as a paper recycle bin
Step 1: Develop an outline of your filing system. Decide what file folders are priorities for your cabinet by mapping out the system, keeping it as simple and logical as possible. To give you an example, here’s a map of my own filing system. Note that the bold, non-bulleted items represent hanging files, while the bullets represent manila folders.
Step 2: Create and label the file folders to correspond with the outline you developed in Step 1. But don’t put them in the file cabinet yet!
Step 3: Prepare to sort and file by removing all paperwork from your existing file cabinet and setting it aside.
Step 4: Use the Piles System. To do this:
- First lay out on the floor all of the manila file folders you’ve created in Step 2, preferably in order so you can find them with ease. (For the obvious reasons, try to do this in a room where cats, potbellied pigs or other critters can be prevented from entering.)
- Scoot a cardboard box near this operation to function as a paper recycle bin.
- Now begin sorting your existing paperwork into piles on top of the corresponding file folders, keeping folder names visible. Don’t stop until all documents have been sorted! Do not be shy about using the recycle bin. Ask yourself, “Will I really ever need to look at this document again?!” If the answer is “No” or “Probably Not”, you know what to do! Like I always say, “When in doubt, throw it out!”
- Implement the 5-second rule. As you sort, it is likely that you will get sidetracked and be tempted to read all those long-lost documents. To avoid this scenario, allow yourself only 5 seconds (yes, that’s plenty of time) to glance at the document and decide where it goes! You can read the documents later!
Important note about confidential documents: If any documents you wish to throw out or recycle contain your banking information, credit card numbers or social security numbers, it is best to shred or destroy them. You can purchase a shredder for $50 and up. Alternatively, you can destroy them yourself.
Step 5: Archive the old stuff. The bankers boxes allow you to archive old files. As a rule of thumb, I archive the following:
- Receipts older than six months,
- Tax files older than two years, and
- Paid bills and other paperwork older than one year.
Select a regular interval (for example, once every 6 months) at which time you’ll go through you file cabinet to archive your older documents. Label the outside of your banker boxes so you’ll know what they are! (e.g., “Files from 2007”) Suggested storage areas for banker boxes include attics, basements, closets.
Step 6: Create replacement folders if necessary. Create and label new manila folders to replace the ones you’ve archived.
Step 7: Make a plan. Sustainable file management means sticking with a system, and the only systems worth sticking with are those that are both easy and intuitive! Thus, I recommend using a system that involves a stacking tray like this one or perhaps a slotted organizer like this one.
Whatever gadget you choose to use should have two slots or compartments. You will use one of each compartment for the following:
(1) Action Items. These are items which require follow up of some kind in the near future. Use brightly colored sticky notes and your trusty Sharpie marker to give yourself a deadline for taking care of these items. (e.g., for a bill due on April 30th, label it “Pay bill and mail by April 21”) Then, arrange the action items in the Action Items tray in order of deadline. In other words, the closer the deadline, the closer the item should be to the front or top of the tray. Set a regular schedule for yourself to deal with these Action Items!
(2) Items To Be Filed. This includes paid bills, bank statements, etc. – basically, any documents you want to save. Make a plan to file these items on a regular basis (e.g., every Sunday morning after breakfast). Don’t wait until the pile gets too big! A manageable pile of Items To Be Filed means that your filing task will only take you a few minutes.
Important note: Get yourself in the habit of immediately putting any new documents you receive or acquire into one of the two compartments! No excuses!
Use envelopes to manage your receipts! Grab some standard letter-size envelopes, and label one for each month (“Receipts January 2008”, “Receipts February 2008”, etc.) Each day, transfer receipts from your wallet and pockets directly into these envelopes, and then file the envelopes back in your filing cabinet. Those receipts will never take over your life again!
Additional tips:
- Create an Ideas or Miscellaneous Projects folder. Yes, you will come across random stuff you want to put aside to read or deal with at a later time. This random stuff is the perfect type of item for an Ideas folder. Just be sure to schedule time to check your Ideas folder on a regular basis (e.g., ever six months) so that it does not become too full.
- Scan and file your documents electronically on the Web whenever possible, particularly those you would be really sad and/or inconvenienced to lose in a house fire! Online document storage will also come in handy if you need to access something while traveling. Good sites for online document storage include Backpackit and Box.net.
- Reduce the number of your incoming documents. Ask your bank and utility companies to stop sending your bills via the postal mail. Pay them online instead, and keep an electronic (rather than paper) file of your statements.
Have some more ideas? Write to Crystal and let her know!