Hints for Maintaining an Organized Home Office

Whether your home office is your primary work site or an adjunct to your main office, here are a few tricks that will help you stay organized.

Define a space for your home and personal documents and a separate space for your work documents. It can be as simple as two separate drawers or ends of a shelf with a divider.

Create a filing system with titles that make sense to you and use colored folders for quick identification. For instance all your folders dealing with finance could be green; all folders dealing with warrantees could be purple, etc.

Create a folder for immediate response and handle it before the end of the day. Finish up by filing the documents in appropriate folders.

Keep a planning calendar handy either on your computer or PDA or in hardcopy close to your telephone and computer so it can be updated as your schedule changes.

Use ergonomics (the science of designing the job, equipment and workplace to fit the worker) to make sure your workstation is comfortable and allows you to do the job efficiently. The computer monitor should be directly in front of your face to put your body in a neutral position. The keyboard should be placed so the forearms are parallel to the thighs when your feet are flat on the floor. The chair should be adjusted to maintain appropriate alignment with the monitor and keyboard with feet flat on the floor. The mouse should be located on right side if you are right handed and on the left side if you are left handed. If you use a document holder, place it on the opposite side of the computer from the mouse.

Put items you use the most frequently near the workstation. These may include telephone, fax machine, printer, scanner, stapler, resource books, or editing tools.

If your equipment is placed to minimize physical strain and optimize convenient access to the things you use most often, you will be less likely to rearrange items and pull work to other areas of the house. Comfort and convenience will help you maintain an organized space.

Beverly & Kristen
www.KeyTransitions.net

Organize Essential Documents

The National Association of Professional Organizers reports that most people identify paper as their biggest organizing problem. The most daunting task is knowing where to start.

Consider dividing your paper problem into categories. Some suggested topics are current mail, bills, correspondence, essential documents. Then decide how you will separate each major category into smaller segments that will allow you to file the documents as they come in, act on them in a timely manner, then archive them for an appropriate amount of time.

Give special consideration to essential documents-those records that you might need for emergency, legal or financial consideration. These documents need to be safeguarded in a waterproof, fireproof safe that can be removed from the home if there is some type of emergency that requires evacuation. Some folks keep these documents in safety deposit boxes in banks. If that is your choice, you should consider keeping copies safeguarded at home so you can easily access them if, for some reason, the bank is not open to you. That scenario happened recently in New Orleans after hurricane Katrina. With copies you can at least transact business and obtain substitute originals from the source if necessary.

Here are a few essential documents to include in your emergency file:

Documents that deal with identification like birth certificates, Social Security cards, adoption orders, citizenship papers, marriage certificates and divorce/separation papers.

Documents that deal with insurance like life and health insurance policies including dental and disability, home owners or renters insurance policies, automobile and boat insurance policies and umbrella insurance policies.

Documents that deal with personal and business finance including checking and savings account information, investment accounts, titles and deeds to real estate and other personal property such as cars and boats, stock and bond certificates, and loan agreements.

Estate planning documents including will and trust documents and durable power of attorney for health and finance.

Pulling these important documents together and filing them in a safe place is a good start to organizing paper.

Beverly & Kristen
www.KeyTransitions.net

AVOID HOME OFFICE CLUTTER

A home office has become standard for most residences. In addition to the usual bookkeeping and filing tasks that come with running a home, many workers now do almost as many work related tasks at home as they do during their regular work day. The latest statistics available from the Bureau of Labor indicated that 20.7 million workers bring work home on a regular basis. With home and work related projects crowding the limited space, it is no wonder we sometimes end up with a less than orderly office.

Here are a few tips for avoiding clutter and making it easier to get the work done.

Create separate filing systems and storage areas for home and work files. If you do not have two filing drawers available use a portable box or rolling file that can be kept in a space way from children and pets.

Place only frequently used items on the desk. Store everything else on shelves, in drawers or in stackable filing bins.

Place the things you use most often on your “handed” side of the desk. If you are right handed they go on the right side. For left handed folks they go on the left.

Put the most urgent projects where you cannot forget them. Desk trays and desktop filing systems are some tools that can neatly keep these items in sight.

File frequently used resources on nearby shelves in coordinated binders to create a neat appearance

Use magazine folders to corral professional journals and resource articles

Hang a bulletin board or magnetic board within easy reach for posting notes and reminders

You can find inspiration for organizing your home office at the following web sites:
www.officemax.com
www.target.com
www.potterybarn.com
www.getorganized.com
www.levemgers.com

Beverly & Kristen
www.KeyTransitions.net

Keys to Successful Organizing

Have you tried to organize and just couldn’t complete the job? Or have you organized a space only to have it return to the same muddle it was in originally? That has happened to most of us. And when it happens we blame it on lack of time, lack of energy, lack of discipline. It is definitely true that staying organized takes a little time, a little energy and a little discipline, but most often the reason for failure is the wrong motivation and/or the wrong system.

The best reason to get organized is that doing it gives us something we want.

Each of us is different and we want different things from the life. We may want time to achieve business goals or time to spend with family, or, in the case of young parents, time to sleep and bathe. It helps to frame our goal for organization in terms of what we want to achieve. It might be:

• “I will organize my paperwork so that I can have information at my fingertips to impress my clients,” or
• “ I will organize my kitchen so we can have family meals together in a pleasant environment,” or
• “I will organize the bathroom so I can take a shower and get dressed in less than ten minutes”, or
• “I will organize my garage so I can park my car there and avoid going outside in bad weather”

If we consciously formulate the goal with what we want to achieve for ourselves, it is easier to stick with it. We get a return on our investment of time and energy.

Once the goal is formulated, it is time to pick the system for achieving it. The system needs to suit how we intuitively deal with storing and sorting. Those of us who find joy in color-coded, uniform rows should chose a different system from those of us who consider it organized if clutter is out of sight and we can find what we are looking for in less than five minutes. The point is to find something that works for you and achieves your goal. Getting organized should help you save energy and find time. If your system requires more time than you can manage, it is time to find a new system.

I have two friends (actually I have more than two, but I only need a pair for this illustration.) Both of them manage to pay their bills on time and deal with appointments and invitations, but they have very different methods for handling mail. One of them sorts her mail everyday and puts it in a mail organizer according to the date she needs to respond with an action. The other dumps his mail in a basket and sorts it twice a week and handles responses. They both feel good about their ability to manage their mail. It doesn’t pile up and what needs to happen happens. They each have an organization system that works for them.

So when you organize, do it to benefit yourself and do it in a way that suits your personal style.

Good luck organizing your world!


Beverly & Kristen
www.KeyTransitions.net