Pre-pack for easier travel

I absolutely love getting away, be it a day trip or an overseas adventure. As an avid traveler, I’ve picked up a few tricks to eliminate the stress of getting out the door and onto the road in a timely manner. One of my favorites is to keep items in luggage that I never unpack. It’s always ready and saves me a lot of time. Plus, it keeps me from having to store my travel items in other locations when they’re not in use — the luggage is a great place to store my travel gear. The following are items I keep bagged, even when I’m at home.

Toiletries

Since I’m lazy, I’ve often avoided packing toiletries, figuring I’d buy a little toothpaste, a toothbrush and a mini deodorant at the hotel. I’ve also depended on the soaps and shampoos that they provide. But in the past few years, I’ve learned the hard way: that’s a bad idea. “What ever can go wrong, will go wrong,” Murphy says, and I’ve found myself scrambling for a drug store in the middle of who-knows-where one too many times.

Today, I keep a travel toiletries bag packed and ready at all times:

  1. A travel toothbrush. I love this one from Colgate because it folds in on itself, saving space and keeping the bristles away from everything else in the bag.
  2. Listerine. The 3.2 oz bottle is TSA approved, as it says on the label. So you can carry it on the plane.
  3. Deodorant. The TSA is pretty lenient here. Stick deodorant is not restricted to 3.4 ounces. However, gel and aerosol deodorants are.
  4. Travel toothpaste. Again, stick with the 3.2 or 3.4 ounce tubes. You may get these free when you visit your dentist for your annual checkup.
  5. Pain reliever. A small plastic container of 4–6 pills of Advil, Tylenol, or whatever is your pain reliever of choice, just in case.

Your needs my vary (contact lens solution, hair gel, etc.), but the practice still applies. Keep this bag packed, do not touch the contents and you’re good to go. Of course, you can extend this beyond toiletries.

A small bag for on the plane

If you’ll be flying or traveling by bus or train, it’s helpful to pre-pack a small bag of things you might want to keep under the seat in front of you. It might include extra chargers for your electronic devices (many bus and train seats have outlets), copies of prescriptions for active medicines, a little cash (you may want to buy on-board food), and your own empty water bottle.

I recommend buying an extra charger for your phone and keeping it stashed in this bag. Yes, it’s an additional cost but forgetting it at home or worse, at your destination, is a major hassle. Put it in your bag and forget about it.

Also consider bringing your own earphones if you want to watch TV without using airline freebies, a neck pillow and something light to throw over yourself in case it is chilly. Finally, don’t forget ear plugs, gum or an eye mask/sunglasses for sleeping. Again, these can be purchased and packed well ahead of time.

This and that

Finally, there are some additional items you might want to pack now, even if you won’t be going anywhere for months:

  1. An umbrella or disposable rain poncho
  2. A hat
  3. Charging cords and international charger converters
  4. Portable iPad/iPod/iPhone speakers
  5. Extra zip-lock bags for liquids or damp items
  6. Slippers

Of course, never forget the golden rule of packing: Anything you bring can be lost or stolen. Remember this when pre-packing your bags.

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The challenge of saying “no”

Setting priorities and saying “no” to people, groups, causes, and activities can be tough — but it’s also rewarding. I’ve been reminded of this as I’ve done some priority setting and no-saying of my own recently.

There’s a group I’ve been involved with for eight years; I’ve met some delightful people through the group, and it was a wonderful fit for me when I first joined. But over time, things have changed. A few weeks ago, I finally dropped out. It was hard to acknowledge it was time to move on. But, now that I’ve said my goodbyes, I’m really appreciating the extra time in my schedule. I’m also noticing that some projects I’d put aside for years are now getting done. And, saying goodbye to the group doesn’t mean saying goodbye to the friendships.

Learning to say “no,” when appropriate, is an important skill. As Merlin Mann said in a Beyond the To Do List podcast:

Everything you agree to do is other things you can’t do.

The most productive people are often those who do learn when to say no. Kevin Ashton highlighted this in his article “Creative People Say No,” which resonated with me even though I’m not an artist, a novelist, or such. I recommend the whole article, but these are a few excerpts:

A Hungarian psychology professor once wrote to famous creators asking them to be interviewed for a book he was writing. One of the most interesting things about his project was how many people said “no.” …

No guards time, the thread from which we weave our creations. The math of time is simple: you have less than you think and need more than you know. We are not taught to say “no.” We are taught not to say “no.” “No” is rude. “No” is a rebuff, a rebuttal, a minor act of verbal violence. …

How much less will I create unless I say “no?” A sketch? A stanza? A paragraph? An experiment? Twenty lines of code? The answer is always the same: “yes” makes less. We do not have enough time as it is.

Peter Shankman, while encouraging others to say “yes” to new opportunities, noted in his article “Saying Yes vs Saying No” that there are many requests to which “no” is the right answer:

There are times when we should say no. The “can I pick your brain without paying you for your time” requests? Yeah, those are pretty much always a no. Not that I don’t want to help you, and if you’re just starting out, or have one question via email, I’ll always say yes. But I’ve learned to say no to those more often than not, because they negatively impact me. (As they do you, as well.) And that’s fine. There are times to say no.

But the best advice, for me, comes from Lisa Barone. She said this on Twitter, and it’s become a new mantra for me:

We only get 24 hrs in a day. So if the answer isn’t “OMG, YES!” it has to be “I’m sorry, but no.”

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Three steps to decide what to do with stuff you don’t use (but haven’t let go of yet)

“Is there such a thing as a fake unclutterer?” This question was asked by an Unclutterer reader in response to a previous post, “Uncluttering is a lot like running.” What exactly does it mean to be a fake unclutterer? One person replied:

… yes there are fake unclutterers, my mother-in-law is one. She has convinced everyone she is uncluttering but has instead just moved the clutter to her bedroom …

Someone else commented:

My mom was the perfect example of a fake unclutterer. She had every closet crammed with stuff, all categorized and neatly organized in plastic boxes. It didn’t look bad until you pulled it all out and realized just how much junk she saved. Yes, junk–hundreds of neat little bundles of twist ties for one example. All useful junk in reasonable quantities, but several lifetime supplies of pens, pencils, sewing needles, thread, chopsticks, notepads, letter openers, grocery bags, paper coasters, tape, hotel soaps and shampoos, ad infinitum.

Family dynamics aside, I suspect many people have their own notion of what it means to be an effective unclutterer as well as what the opposite looks like. The underlying impression of the latter is that you’re not really ridding yourself of clutter. Even if you move your stuff to a different location, hide it, or make everything look neater (though a reasonable first step), it is still clutter. If the items are useful but not used by you, that’s clutter, too.

The following are three steps you can take to begin the process of letting go of things you don’t use:

Figure out why you’re keeping items

It can be a tricky endeavor to figure out where to store everything you own and that’s probably why some things still linger throughout your home. You might feel sentimental about a few items or you might keep something even though you don’t want it because it was received as a gift. Maybe you think you might use it someday. In addition, when you don’t use something often (or at all), it may not be clear where it should be kept. There’s no framework for how to store and access it. So, if you find yourself surrounded by (or are hiding) items that you’re not using, look at the reasons why letting go is difficult. Your reasons for holding onto things can help set the stage for creating a successful plan for letting go of real clutter.

Create a plan and take action

Before sorting through your stuff, create a plan with steps that you can follow through on easily. For instance, your plan might include working in microbursts to avoid getting overwhelmed. You may also want to work during times when you are most alert and focused (so, if you’re not a morning person, you likely won’t be productive during early morning hours). Each of these strategies can work very well when they are incorporated in a regular routine. On the other hand, you’re not likely to see consistent results if you don’t commit to taking action on each item. If you begin to feel stressed or overwhelmed, resist the temptation to shuffle things from spot to spot or to put them in closet.

Think about the purpose of each item

What’s the likelihood that you’ll use the item and how often will you use it? Is that item essential to getting things done? Can someone else benefit from having it? Is it still in good working order? The questions you ask yourself will vary depending on the things you need to act on, so consider the purpose of each one so that you can let them go. If you still have trouble deciding, you might want to work with a friend who is a good accountability partner (or professional organizer) who can help you through the decision-making process.

Letting go of things that are not useful to you or that you don’t want doesn’t have to be a difficult process. Set aside some time each day (or as your schedule allows) to sort through and decide what to do with these items so that you can free up your space for things that you do use.

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Uncluttering your children’s artwork and school papers

Kids often create an enormous amount of artwork — and then there’s the huge volume of schoolwork they come home with, too. Keeping it all would be overwhelming, but how do you decide which things to keep?

Eliminate duplicates

Kids often draw the same thing over and over again. How many nearly identical pictures of cats or superheroes do you need? Consider just keeping representative samples done over the years, which show how your child’s art has evolved.

Jessica Hinton wrote that she used to keep every piece of art her toddler made, but she’s changed her ways:

Today my daughter made 20 portraits of her baby sister, but I only kept one that she called her “favorite.” More likely than not we’ll keep it on the fridge and throw it away when another replaces it tomorrow. Or maybe, just maybe, this will be the one we’ll frame and hold on to for years to come. Maybe.

And as Susan Ward noted, even handprint art — something parents tend to keep — can be overdone:

You probably don’t need to keep two different handprint crafts made during the same week. Your child’s hand has not grown in 48 hours. Pick the cutest one and toss the other.

Choose original art

Drawings your children create out of their imagination will be more meaningful than those where they just filled in the colors in a coloring book.

Keep papers with a personal connection

The essay entitled “My Summer Vacation” or “My Family” is probably more meaningful than the essay on George Washington. Weekly spelling tests can probably be tossed, but a few samples of your child’s handwriting over the years might be fun to keep.

Other likely keepers are the papers (artwork or schoolwork) that showcase your child’s personality and talents. If your child decided to write the essay about George Washington in haiku, it might well become a keeper.

Consider ditching the macaroni art

Anything that’s three-dimensional is going to be harder to store than simple pieces of paper. You may well want to save some of these projects, but for others, it may work fine to just take a photograph of the art. Consider having your child hold that artwork when you take the photo.

Ask your children what to keep

Your children may have their own ideas about what is worth saving. If a particular piece is especially meaningful to your child, it’s probably a keeper, along with a note explaining the significance, if it’s not obvious.

Parents often have more difficulty in parting with the art than their children do. Michael Tortorello, in an article for The New York Times, quoted David Burton, a professor of art education, talking about kids and their art:

Once they’re through with it, they may lose interest in it very quickly. The process is more important than the product for the child.

But Burton also notes that doesn’t necessarily mean they want to see you toss the art into the trash hours after they create it.

Remember that your children, when they’re adults, will thank you for not keeping everything

Most people enjoy seeing a representative sample of the work they did as children. But too many papers takes away that joy.

As a commenter wrote on Apartment Therapy:

A friend of mine was just given a GIANT box of old art and school papers and she cried. Not from joy or sentiment, but from the burden of having to deal with it. It’s now collecting dust in her basement.

Aby Garvey summarizes things nicely:

I use the “ahhh …” test, and keep things that really tug at my heartstrings. It’s the original artwork or the creative writing stories that are most special to me. Spelling tests and math worksheets just don’t have the same tug, but we might keep one or two of those, just so we can see how things change from year to year. By including my child in the process, I also make sure we keep items that are meaningful to her.

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Ten awesome Dropbox tricks

Dropbox is a service that offers online storage of your stuff. It’s tremendously convenient and used by lots of people world wide. Dropbox is a quick-and-dirty sharing and backup tool that many workers (including yours truly) couldn’t work without.

What many people don’t realize is that Dropbox is capable of a lot more than drag-and-drop storage of your files. There are numerous cool things you can do with it, but the following are 10 useful tricks I’ve discovered to help keep me organized and reduce my digital clutter.

Save space with selective sync

My personal computer is a MacBook Air with just 128 GB of storage. I know that sounds like a lot, but with a bulging music collection and photo collection, it gets full pretty quickly. Fortunately, my work computer can hold much more. I can hand pick which files get synchronized to Dropbox and then to my MacBook Air, and which get ignored.

To do this, open the Dropbox preferences on your computer. Select the advanced tab and then click Selective Sync. From there, tell Dropbox which folders to sync to that computer. Those you choose to ignore are still available at dropbox.com, they’re just not automatically synched. You still have access to them.

Access previous versions of files

Dropbox offers one huge benefit that many people overlook. It saves versions of your files for up to 30 days. That means, for example, if you make changes to a Word document you’ve got in Dropbox and then decided you wish you hadn’t, you can restore a version that existed before you made all of those regrettable edits.

Go to dropbox.com and find the file. Right-click on it and select Previous Versions from the resulting menu. A list appears; select the one you want. Easy.

Backup your smartphone photos automatically

This is a very nice feature that was introduced within the last year or so. Dropbox for iPhone and Android can automatically move a copy of every photo you shoot to a folder on the service. Check your mobile app’s preferences for the setting to enable this. It offers real peace of mind.

Mark files as favorites for offline access

I do this one quite a bit, especially when traveling. As you know, Dropbox stores your stuff on its servers. However, if you mark a file as a favorite, a copy will be downloaded to your mobile device, allowing you to view it even when you don’t have Internet access.

To mark an item as a favorite, simply navigate to it on your tablet or smartphone and tap the star icon.

Recover deleted files

“Ack! I didn’t mean to delete that!” No worries. If you delete a file, versions from the last 30 days remain. To get something back, go to dropbox.com and navigate to the folder where it used to be. Find the Show Deleted Files icon and click it. Then select it from the list.

Back up your blog, two ways

I use Dropbox to back up every post I publish to my blog. There are at least two ways to do this. I use a service called IFTTT, or If This Then That. You can use IFTTT to build actions or recipes to accomplish tasks for you. I have one that watches for any new post I publish to my blog. When it finds one, it copies the text to a file in my Dropbox account. If worse came to worst, I’d still have all of my posts.

If you don’t want to fiddle around with IFTTT (and you own a WordPress blog), check out this great plugin for one-click backups.

Print a PDF right to Dropbox

Here’s a great tip that’s reserved for you Mac users. You probably know that you can turn nearly any file into a PDF by choosing Save to PDF when printing something. What you may not know is that you can direct that PDF to save right to Dropbox.

When you click Save to PDF, you’ll see Edit Menu as the very last option. Click it, and then click the “+” in the resulting window. A new list appears. Navigate to your Dropbox (or any folder therein) and then click OK. Now, that folder will appear in the Save to PDF menu every time. Simply click it, and a PDF will be automatically shuffled off to Dropbox.

Back up your Instagram photos

Here’s another IFTTT trick. I’ve created a recipe to monitor my Instagram account for new photos. Whenever it finds one, it moves a copy to a folder on my Dropbox account. The photograph is backed up and I didn’t even have to lift a finger.

Publish a website (pancake)

Pancake.io is a free service that lets you publish a blog or website right from your Dropbox account. It’s quite simple to set up and you can find all the details on how to do it on the Pancake site.

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Procrastinating can give you time to think

If all decisions were easy to make, we’d probably save time (for the things we love) and we’d likely have less clutter, too. In that ideal world of easy decision making, we’d know what to do with everything we own and we wouldn’t scratch our heads trying to figure out where to store our things. Gone would be the days of delaying decisions because of uncertainty. And, we’d probably have fewer opportunities to procrastinate.

This sounds like a good thing, doesn’t it? Frank Partnoy, author of Wait: The Art and Science of Delay, begs to differ. Partnoy, in an interview with Smithsonian.com, said:

…when faced with a decision, we should assess how long we have to make it, and then wait until the last possible moment to do so.

He goes on to say that if/when we do this, we’ll ultimately be happier. I’m not inclined to agree with those sentiments, but he makes an interesting distinction between active procrastination (doing important things you also need to get done) and passive procrastination (like watching TV, playing video games). Basically, he says that it’s not really procrastination if you choose to do something of higher value (like spending time with family, restocking the first aid kits, organizing/clearing pathways) than the project or task you should be currently addressing. While there may be some merit to that, if you’re on a tight deadline because you’ve significantly delayed getting started, you really do have to focus on the tasks at hand.

Though practicing the “art of delay” can help your productivity (like waiting to respond to emails at specific times during the day), when an important and urgent project comes calling, even active procrastination needs to be put on the back burner. But, if you find that you’re cringing at the thought of getting your important tasks done, why not use that delayed time to your benefit? Instead of choosing to focus on trivial things, use that time to think through how you’re feeling, to figure out why you may be feeling stuck. Perhaps you don’t have enough information to get started or are not sure how to begin? Is it possible that you’re putting on your perfectionist hat and waiting for the theoretical right moment? Maybe you really do want to focus on something else that’s of more interest to you.

No matter what the reasons are, if you can figure them out, you’ll be in a better position to start looking for ways to turn things around. You can use that time to come up with a plan.

Work for a short block of time

By simply working for a few minutes at a time, you can chip away at those important, deadline-driven tasks until they’re completed. You might also find that you’re likely to keep working once you get started. But, if your motivation to get things done seems to be underfoot for an extended period of time …

Get help

If you tend to put off working on a specific task, it could be because you don’t value it very much or you just don’t like doing it. This can be an opportunity to call in reinforcements and help can come in a variety of forms. Perhaps you just need to call a friend who can give you a much needed nudge. Or, maybe there’s a colleague who can handle a portion of the project (the part that has you stuck) so you can focus on the rest of it.

Using a pro vs con list can probably help, too. Thinking about all the aspects of waiting until the last minute can give you a different perspective. What are the super cool things about delaying the project? What are the evil consequences? Seeing the good vs evil reasons in black and white just might be the motivation you need to get going (and so can a change of environment).

Rethink your priorities

If you notice that you’re continually putting off things that you need to do on a recurring basis, you may want think about whether or not the projects you accept (or are assigned) are the right fit for your skills and interests. It’s not realistic to think that you can only work on things that you like or are passionate about, but if you find that you’re consistently having negative feelings about particular activities and, as a result, delay working on them, it’s time to identify tasks that interest you even nominally. Where possible, make some adjustments. This may require additional planning and involve others depending on the nature of the tasks (personal vs work).

Though procrastination is generally frowned upon, it can be beneficial if you use that time as an opportunity to think through a plan to get things done. While you may not be able to make changes straight away, you can brainstorm ways to curb the tendency to put things off until the last minute.

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Stop should-ing yourself

You see, I believe that should is one of the most damaging words in our language. Every time we use should, we are, in effect, saying “wrong.” Either we are wrong or we were wrong or we are going to be wrong. I don’t think we need more wrong in our life. — Louise Hay, quoted by Jim Hughes

When we go to make organizing decisions, we often know, deep down, what’s right for us. But then sometimes we listen to the “shoulds” — from other people or from ourselves — and veer away from those right-for-us decisions.

I need to keep these books because I should read them

Unless you’re in school, you can probably let go of this “should.” If you have absolutely no interest in reading some of the classics, you can give the books away; you really don’t have to read them. You only have so much reading time available in your life, so why not use that time to read the things you truly want to read?

I should convert from my paper planner, address book, or to-do list to a digital system

Digital tools certainly have their advantages — but if paper works for you, there’s really no need to change. You may want to look at how you could back up these physical copies just in case they get lost or damaged, but there’s no reason you need to switch from what’s working well.

I should keep this sentimental thing

Well, perhaps you should keep it. Is it actually sentimental to you or is it the kind of thing most people find sentimental? I got rid of all but a few pages of my high school yearbook because I just didn’t care about it, even thought this act would horrify other people.

Alison Hodgson wrote about the collection of love letters from her husband that she held onto because, when she asked her siblings for their advice, two of the three said she should. Here’s what came next:

I tucked the letters back into their box, and there they remained, untouched, until the day they burned in a house fire. And I have never given them a second thought.

Looking back I can see I really wanted to get rid of them but didn’t think I ought to — that was the tension. It wasn’t that I didn’t know what I wanted to do, it was that what I wished to do conflicted with what I thought I should.

I should never check email in the morning; that’s what Julie Morgenstern says

That’s advice that works for many people, but not for everyone. If you give it a try and it’s interfering with your workflow or just doesn’t suit your personality, it’s fine to ignore this suggestion. The same goes for the advice from any organizing expert. What is most important is finding the productivity system that works best for you.

So take a minute to ponder: Are you holding onto something or making any other organizing decision just because it’s what you think you should do? If so, maybe it’s time to reconsider.

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Four simple steps for coping with significant life changes

Recently, I found out that someone I know lost his job. He described being shocked when he learned he was being let go, and that he had to accept that he needed to shift gears and move into job-search mode. He also said something else I found very interesting:

I found that I have so much that I should and want to do, that it has proved to be almost more difficult to accomplish things than when I was spending eight-plus hours in the office every day. Each day so far, without a schedule as tight as I had been maintaining while employed, seems to be flying by! More time is actually less time.

It’s the paradox of that last statement that gave me pause. Theoretically, it would seem that not having to commute and spend several hours at an office would equate to having more time to work on anything you want — in his case, job search activities. I think a couple of things are happening here. First, he’s dealing with a change — and not just any change, a major one that came as somewhat of a surprise. Second, his routine is not his routine anymore. Even though he has systems that work for him, they may not necessarily fit his current situation. And, now that he has less structure built in to his day, it can be easy for time to just slip away and for him to become frustrated.

Change, unwelcome or unexpected, doesn’t have to have a negative spin. Auriela McCarthy, author of The Power of the Possible said:

People think of change as something dangerous. But it helps to remember all the ways your life has been altered in the past and realize that not only did you not keel over and die, things often turned out for the better.

When a significant change occurs in your life, you might find yourself consumed by stress or even fear, but there are several things you can to do to stay positive and keep moving forward:

  1. Take a look at what has worked in the past. If you find that you’re feeling frustrated about your new circumstances, you can take hold of your emotions by thinking about the strategies that have previously been successful. Can those techniques be incorporated in your new routine? What adjustments would you have to make?
  2. Consider new strategies. While you can rely on tried and true action steps, this might be a good time to explore other options that might help you more easily manage your current circumstances. You can talk with friends and family members to find out what strategies worked for them to help you decide the ones you’ll try. Be sure not to get stuck at this stage as it can delay how quickly you can focus on your next steps.
  3. Create a new plan. Once you’ve reviewed all your options, you’ll need to craft a plan. Select specific tactics you’ll employ consistently so you can successfully transition to your new routine.
  4. Put your new plan to the test. Of course, there’s no point in having a plan if you don’t implement it. Keep in mind not every day will go as you intend and you may need to make some adjustments. If you encounter hiccups along the way, you can again talk with someone you trust (perhaps a long-time advisor or mentor) to give you objective opinions or make necessary changes.

Whether it’s changing jobs or doing a whole house uncluttering project, being organized with your process is a great way to stay on track and move forward when undergoing a significant life change.

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4 questions for preventing information overload

I’m more selective about the information I put in my body than what food I consume. — Robert Reid

If you have wide-ranging interests or just a huge sense of curiosity, you may be like me — someone who could happily spend days just reading things online or in newspapers or magazines.

But, of course, we also want to do other things with our lives: earn a living, get exercise, see friends, pursue our hobbies, etc. So how do we cope with the never-ending flow of interesting information?

When I’m making my decisions about what to read, I focus on four questions.

Why do I want to know about this subject or read this article?

If it’s information related to my profession, it might change how I do my work. Since I do editing work, updates from Associated Press about changes to the AP Stylebook matter to me. As an organizer, sometimes there is a new product or an explanation of a specific technique or even just a cool way of wording a familiar concept that might really help a client.

News about what’s going on in the lives of family members and close friends matters to me, because I care about these people. So yes — I do use Facebook to follow the lives of the relatives and close friends who use Facebook for that kind of sharing.

Sometimes there’s information I need in order to take action. For example, if there’s an election coming up, I need to get informed about the candidates and the ballot issues. And I may want to learn more about a specific cause to decide if I want to get involved.

Irrespective of the reason, it is a good idea to be aware of why you want to know about a topic before you take to reading about it (even if it’s a simple reason like I want to smile at cute kitten photographs to lighten my mood).

How much do I need to know?

Do I need an in-depth knowledge of a topic? Often, I don’t. Sometimes just a headline is enough. Sometimes one thoughtful article by a trusted source is enough; I can read one article instead of 20.

Is this a source of information I want to pursue?

Many people write about the topics I care about. Over time, I’ve found which ones tend to provide the most useful information, so I can ignore the rest. I’ve also found which people tend to refer me to articles I want to read; if they share something, I know it’s likely to be worth my time.

Do I need to know now?

If the article relates to something I may do in the future — travel to a place, buying a product — I can just file the information away, often in the form of a bookmark to the article or others might save the link to Evernote. All I need is a very quick skim to determine if it’s likely to be useful; I’ll read it more carefully when the time comes (such as when I’m waiting for an appointment or relaxing on a Saturday afternoon).

Asking myself these questions allows me to skim through a huge amount of possible information and pick the few things I really want to read. It’s still a challenge — I’m an information junkie at heart — but these questions at least set me going along a path away from information overload.

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Creating a personalized filing system

There’s not a single right way to set up a filing system; the right system is one that works for you, where the time you spend filing pays off in ease of finding your documents when you need them.

Let’s assume you’ve already decided which papers you need to keep. The following are additional questions to consider:

  1. Does someone else need to share your files? If so, be sure to answer these questions with whomever else will be filing things away or retrieving things from your filing system.
  2. How much do you want to scan? If you’re comfortable with digital files, you may want to scan many of your papers and then discard or shred the originals (the ones that are legal to shred). Sometimes, you may want both a scanned copy (for backup and easy access) and a paper one.
  3. For papers you’re keeping, do you prefer binders or file folders — or some combination thereof?
  4. For action papers, are you comfortable using a tickler file? Action papers are those that need attention versus reference papers (such as your insurance papers) and archives/historic papers (such as your tax returns from 3 years ago). A tickler file creates a space for papers associated with actions, based on when you’re planning to take that action. There’s a section for each day of the current month and a section for each of the next 12 months. If you don’t want to use a tickler file, you could create files labeled by type of action needed (pay, call, enter into address book, etc.), or by urgency.
  5. How many files do you really need? Don’t be afraid to create a file for a single piece of paper, if it really doesn’t fit with anything else. But don’t go overboard with subdivision either, if it doesn’t help with retrieving your papers.
  6. Do you really hate to file? Could you get by with the “one box” approach from the Simple Productivity Blog? Here’s how that works: “Grab a small, empty box. … Throughout the year, toss in the things you need to hang on to for financial and tax reasons: paid bills, tax documents, bills. At the end of the year, go through it and shred what you can. Then stick it on a shelf with an appropriate label and start a new one.”
  7. Are you more of a “piler” than a “filer”? If so, you can still organize your piles to make things easier to find, for you and others; consider the Pendaflex PileSmart products. You could also use a series of baskets or bins on a shelf to hold your various piles.
  8. Where do you want to keep your files? Action files need to be close at hand to where you work. Many people prefer to keep them in some sort of step file, desktop file box or wall-mounted file — but some people prefer to keep them in a file drawer. Reference files need to be convenient to get to, but not as close by as action files. And historic files can go anywhere you have secure storage space; you don’t need easy access to them on a regular basis.
  9. Do none of those filing options sound quite right? Get creative. Keep important papers on a wall, using a series of clipboards. Use a collection of transparent bags hanging on racks. Go wild!

If you decide to use file folders:

  • Are you OK with basic manila file folders and green hanging folders? Or, do you want something snazzier? You’ve got lots of choices, from a rainbow of solid colors to a huge range of patterns.
  • Do you want file folders inside of hanging folders or just hanging folders, or just file folders? If you’re going with file folders inside hanging folders, you may want what’s called “interior folders,” which won’t obscure the labels on the hanging folders. You may also want box bottom hanging folders to hold a large number of file folders.
  • Do you want folders made from recycled materials? If this matters to you, look for folders with a high percentage of recycled and post-consumer material content.
  • Is color-coding useful to you, or just one more thing to worry about?
    You can always use colored folders just because you like them, without assigning any specific meaning to a color.
  • Do you want folders with the normal 1/3 cut tab (left, center, right) or with straight-cut tabs? Straight-cut tabs, which go the whole length of the file folder, give you room for longer labels. In either case, if your file folders will get a lot of use, look for ones with reinforced tabs.
  • Do you want to use a label maker, or just hand-write your labels? Labels made with a label maker are very easy to read — especially helpful for those of us with older eyes — and have a nice polished look. But plenty of people are happy with hand-written labels, too. In either case, I suggest avoiding dark-colored plastic tabs on hanging files, because these make the labels hard to read.
  • Do you want to use straight-line filing, or staggered? For my own files, I use straight-line filing with all the tabs in a single position; I like not worrying about messing up my staggered tabs (left, center, right) when I add a new file. (I use a new tab position to indicate a new grouping of files.) But others find staggered files easier to use.
  • Do you want to group related files, and, if so, how? Some prefer a simple A-Z filing system, while others prefer to have groupings: financial papers, family member papers, etc. Do you want to put all your insurance papers together? Do you want to put all your car-related papers together? Where does the auto insurance go?

Got your answers? Now you’re ready to create your filing system. As you work with your files, you may change your answers to some questions; that’s normal. Keep adjusting your system, so it keeps working for you.

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