Creating a home paper management system

Reader Steve sent us a great solution for keeping mail off his family’s kitchen counter tops and dining table:

Our problem was that every piece of mail, receipt, kids artwork, etc. lands in our kitchen and ends up in endless piles. With everything from tax forms to our 4-year old’s “masterpieces” piled together, we never know where anything is. Since our home office is upstairs in our home, nothing ever seems to make its way there. As a result, I used six mini “Command” removable hooks and six 10″ x 13″ mailing envelopes to create a paperwork organization wall on the inside of a coat closet door, adjacent to our kitchen. I labeled the envelopes for “Bills,” “My paperwork,” “My wife’s paperwork,” “HSA receipts,” “Worthwhile Coupons,” and “SHRED.”

This new system allows my wife and I to easily sort paperwork into its appropriate place and then hide it away by simply closing the door. We can then grab the folders, as necessary, on our way to the office, the store, or the shredder, and bring them back when we are done.

I think this is a wonderful solution that could work for many busy people and families. If you’re someone who might take an envelope up to the office and then forget to immediately return it to the door, you could easily hang two additional empty folders on each hook. Instead of using envelopes, you could also use large binder clips.

Thanks, Steve, for sharing your terrific solution with us.

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The tabula rasa method of uncluttering and organizing a room

The Latin phrase tabula rasa translates into English as “blank slate.” Philosopher John Locke described tabula rasa as a person who is similar to a piece of paper void of any characters. Poet William Blake wrote about it as innocence and said its opposite is experience. For our purposes, we’re going to use the phrase to represent a room empty of everything except for its permanent fixtures.

When uncluttering and organizing a room using the tabula rasa method, you start by moving everything — absolutely everything — that isn’t affixed to the walls, floor, or ceiling out of the room. As you’re pulling out the items, group them together by type on your dining room table or on a tarp covering the ground in your garage or back yard (assuming it’s a day when it’s not expected to rain). Shoes should be piled with other shoes or can openers with other can openers.

Once everything is out of the room, assess the space: Are any of the fixtures damaged? Does any paint need to be applied? Is every surface as clean as possible? Do any light bulbs need to be replaced? Do you need new storage shelves? When the room is empty, now is the time to address these structural issues.

After making repairs and cleaning, walk through the space and evaluate how you use it: What do you do in this space? How could you arrange the room to best meet your needs? Using sticky notes, label zones based on what you do in that area. If working in your bathroom, the sink area might be labeled “Toothbrushing, makeup application/shaving, hand washing.”

Next, head to your stuff that is in piles. Take with you a trash bag, your recycling bin, and two large boxes with one labeled “Donate/Sell” and the other “Special Attention.” Diligently go through each pile of your stuff and sort its contents into: Keep (simply leave it in the pile), Trash (put it straight into the trash bag), Recycle (put it into the recycling bin), Donate/Sell (put items you will donate to charity or sell into this box), and Special Attention (only put items in this box that need you to do something specific with them that doesn’t fall into the other categories).

After everything has been sorted, return the Keep items to their new storage area closest to their use zone in the room.

When all of the Keep items are in their new homes, you still aren’t finished uncluttering and organizing the room. You still need to address the Trash, Recycle, Donate/Sell, and Special Attention containers you created earlier. Obviously, put Trash with your other trash, and return your Recycle bin to its place. Then, sort through your Donate/Sell box and handle these items as necessary. Schedule times to drop off the charity donations at the collection site and immediately list sell items on eBay, Craigslist, or whatever system you want to use to sell your things. Finally, sort through your Special Attention items and do whatever you need to do to take care of these items. If you need to repair or return objects, do it right now or get it scheduled on your calendar. Don’t let these items continue to clutter up your life, just in another area of your home.

Over the years, I’ve learned that it’s easiest to do tabula rasa uncluttering and organizing projects when you have the entire day or weekend to focus on the project. If you schedule only a few hours, you leave out the final step of addressing the Donate/Sell and Special Attention boxes and these items will continue to weigh on you. When you give yourself a day or two, you can complete the project from start to finish.

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Uncluttered benefits of learning people’s names

Have you seen the “What’s That Name?” sketch from the Paul Rudd-hosted episode of Saturday Night Live this season? If not, go watch it, it’s pretty funny.

SNL writers got this sketch right when they poked fun at the way people routinely dehumanize each other. When we’re in a hurry and on cruise control, it can be easy to forget that the person driving the bus or handing you dry cleaning or taking your order in a restaurant isn’t an automaton. People in service industry professions are often treated like robots, or, worse yet, like they’re invisible.

I grew up in a small-ish Midwestern town where everyone already knew everybody else’s name. When I moved to a major city, I missed knowing my neighbors and the people where I went. So, a decade ago, I started making it a point to know people’s names. I know the names of the checkout clerks, butchers, and the wine and cheese buyers at the grocery store; I know the names of my regular UPS man, mail carrier, and FedEx lady (and even most of their substitutes); I know the name of the woman who schedules appointments at my hair salon; I know the names of bus drivers, cab drivers, and the women who work at the dry cleaner’s. And, for the most part, these people know my name, too.

Although learning people’s names takes a little bit of time (you must strike up a conversation), I’ve found that the act has incredible uncluttering benefits overall. Had I not started talking with my butcher, I’d have never known that I can order a quarter of a cow (instead of a whole cow) from a local grass-roaming, organic farm each year and that the butcher will cut up the meat for me exactly how I ask him to, free of additional charge (well, I do give him a nice tip). Buying a quarter of a cow has saved me incredible amounts of money (it’s insanely discounted compared to buying separate cuts of meat) and time (I don’t have to run to the store). Twice, I’ve called the receptionist at my hair salon and she has found a way to get me on the schedule at the last minute, and I haven’t had to whine or beg or threaten or do anything other than ask nicely. The mail and package delivery folks always wait for me to answer the bell, instead of slapping a sticker on the door and driving away like I know some of them do. I get my package on the first delivery attempt instead of having to go to a central office to pick something up or wait another day. Bus drivers have waited for me as I’ve hurried down the street. Simply stated, my life runs more smoothly because I’ve taken the time to learn someone’s name and taken a sincere interest in what they do.

I’m not suggesting you learn someone’s name for the singular purpose of getting better service. Rather, I’m suggesting that meeting the people — all the people — who are a regular part of your life can be beneficial in many ways. It is certainly more enjoyable to go to the market when you know you can learn something from the people there, instead of thinking about the errand like a mundane chore and the people who work there as idiots (they’re not). And, as someone who has previously worked in a service industry job, the work day went much more quickly when I was able to help someone who saw me as a person and took an interest in what I did. I enjoyed helping those people most of all.

Even if you have ignored someone you encounter regularly in your life, it’s never too late to extend your arm, shake a hand, apologize for never learning his or her name before, and properly introduce yourself. In my experience, you’ll immediately feel more connected to your corner of the world and see a few uncluttered benefits, too.

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Creating a home inventory

Creating a home inventory is a good idea for a number of reasons:

  1. A complete inventory is good for determining how much home owner’s or renter’s insurance you should be carrying.
  2. It is also priceless after a disaster or if something has been stolen to help with completing forms and proof of ownership for your insurance claim.
  3. If you have an item stored in your basement or attic, the inventory can save you time by giving you the precise place to look to find that item.

It is best to have a copy of the inventory on your home computer, but, most importantly, have a copy saved online. If you don’t use an online backup service like DropBox or BackBlaze, simply e-mail a copy to your Gmail account.

The new Mac App Store has a program available for purchase ($10) called Compartments that looks to be simple to use. There are numerous other programs out there, I simply suggest finding one you like and using it. The inventory software programs are nice because often they’ll prompt you to remember an object you might have overlooked otherwise. An Excel spreadsheet could also work, though, if you have a keen eye. The point is to use whatever system is easiest for you that you’ll actually use.

Have you done a home inventory? What program did you use? Tell us about your experiences in the comments.

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Preparing for the unexpected

For the second winter in a row, I have found myself with a cast on my leg. This time, I became cast-worthy after tripping on the hem of my jeans (I was wearing heel-length jeans with flats) and falling down a flight of stairs. I didn’t break anything, but my podiatrist said I tore the muscles off the bones in my foot and something else awful to do with my ankle. (I’m a little vague on the ankle stuff because I got a bit light-headed after he said I’d “tore the muscles” off my foot. Yuck. Just typing it makes me queasy.)

Thankfully, this whole cast situation is temporary, and my husband has been a rock star around the house taking over most of my chores and parenting responsibilities. My son also believes I’ve started transforming into a robot, which makes me the coolest mom in the world.

Winding up in a cast once again reminded me how important it is to be organized before you have an accident. I was lucky that all I did when I fell down the stairs was mess up my foot and ankle. I’m well aware I could have been injured much more severely, especially since I went down the stairs like a stuntman in an action scene in a movie.

Before you have an accident, be sure to:

  • Carry your insurance card on you at all times.
  • Wear a medical alert bracelet if you have any allergies or severe medical conditions.
  • Have your doctor’s name and phone number stored in your cell phone or written on a sheet of paper in your wallet.
  • Have a file in your filing cabinet with “In case of emergency” as its name and let your friends and family know about it. In this file, list the bills you pay every month and other important and relevant details someone else might need to know (contact information for your health insurance agent, your boss, your child’s teacher, etc.).

Life is unpredictable — I certainly wouldn’t have guessed I’d be in a cast twice in less than a year. What have you done to prepare for the unexpected? Share your advice in the comments.

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Review: The Procrastination Equation

Piers Steel’s new book The Procrastination Equation made its way to my door last week. I’ll admit, the title taunted me to put off reading it — it’s as if just seeing the word procrastination could create a self-fulfilling prophecy — but, I didn’t. I finished it three days after first picking it up.

Steel has produced an exhaustive look at the research, history, definition, forms, and treatment of procrastination. (Note: Exhaustive may be underselling it, as there are 73 pages of endnotes following the 220 pages of manuscript.) The research, history, and forms of procrastination sections of his book are its strength and most captivating. Until I read Steel’s book, I had no idea ancient Egyptians had eight hieroglyphs referring to delay, one of which specifically implies neglect and/or forgetfulness. Procrastination clearly isn’t a new problem created by modern workers’ addictions to Facebook. Although, I also learned from reading the book that Facebook has such an addictive draw that half of people who personally close their accounts reactivate them.

From a section of the text, “What Procrastination Is and Isn’t”:

By procrastinating you are not just delaying, though delay is an integral part of what you are doing. Procrastination comes from the Latin pro, which means “forward, forth, or in favor of,” and crastinus, which means “of tomorrow.” But procrastination means so much more than its literal meaning. Prudence, patience, and prioritizing all have elements of delay, yet none means the same as procrastination. Since its first appearance in the English language in the sixteen century, procrastination has identified not just any delay but an irrational one — this is, when we voluntarily put off tasks despite believing ourselves to be worse off for doing so. When we procrastinate, we know we are acting against our own best interests.

Steel uses the later sections of the book to talk through his procrastination equation, which is:

Motivation = (Expectancy x Value)/(Impulsiveness x Delay)

He identifies motivation as the opposite of procrastination, and that a lack of motivation is a result of troubles with expectancy (such as you expect to fail at the task, so you don’t do it), value (such as you don’t value the work you’re supposed to do, so you don’t do it), or impulsiveness (I explain this one in more detail below).

The book provides tips for overcoming these three roots of procrastination with “action items.” If you’ve read any books or articles on procrastination in the past, the suggestions Steel provides are all ones you’ve seen before: Watch inspirational movies, visualize a positive outcome, identify that you’re procrastinating, positively frame outcomes, do hardest work when you are most alert, keep up your energy levels, reward yourself for reaching milestones, remove temptations and distractions, use specific language when setting goals, break down long-term goals into multiple milestones, schedule time for tasks, etc. In fact, I don’t think there are but one or two tips we’ve never covered on Unclutterer.

As I mentioned earlier, though, the “action items” wouldn’t be why you would read the book. It’s the first part of the book exploring the research, history, and forms of procrastination that make this book worth your time.

One of the items I found most interesting in the book is the discussion of types of procrastination. Steel’s research led him to discover that the more impulsive a person is, the more likely she is to procrastinate:

People who act without thinking, who are unable to keep their feelings under control, who act on impulse, are also people who procrastinate.

Delayed gratification isn’t an option for many procrastinators. If given the choice between watching television or studying for a test, they’ll watch television because it will be instantly gratifying. Even if performing well on a test will be more gratifying, they are unable to ignore the temptation in the present. I had never thought of procrastination as an impulse control issue until reading Steel’s book. This discovery will certainly color (for the better, I hope) my future advice about fighting procrastination.

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January 2011 resolutions and a plan of action

In 2011, I am becoming the queen of self-micromanagement. I have tried lofty, big-picture, annual resolutions and obtained them with some success. I have tried practical, quarterly goals and seen greater success. However, I am ready for a year of 100 percent success, and monthly resolutions with daily schedules will be my plan of action to make that happen.

For 2011, I chose 24 new year’s resolutions. Twelve of these resolutions are organizing, uncluttering, and/or cleaning related, which I will share with you. The other twelve are personal and won’t be shared on the website. In January, I have taken on two resolutions — one public and one private. In February, there will be two more, and there will be two more each month for the remainder of the year.

Additionally, I have vowed to plan out every single day, hour-by-hour, to help me achieve these resolutions. Each evening before bed, I will plan out the next day and make sure that I schedule time for all of my resolutions. After waking up the next morning, I will review the schedule, print it out, and follow it to the best of my abilities.

I acknowledge that some days my schedule will be dissolved because of an unforseen event — but that is totally fine. Assuming not every day’s schedule is disrupted, I will likely be able to achieve my resolutions within the month timeframe. At least, that is my hope.

My first public resolution for 2011 is to plan healthier meals for myself and my family, and to stick to the meal plans I create. My family is pretty good about making meal plans, but lately the plans have been filled with comfort food with an extra helping of comfort food (this is a common trend for us during Nesting Season).

In December, I read the Harvard Medical School’s guide to healthy eating Eat, Drink, and Be Healthy and took copious notes. The book made me realize that my family doesn’t eat as many servings of vegetables per day as we should (we were getting just three, and we need to bump it up to five), and that two servings of whole grains a day is at least one serving too few. Starting tonight, I’m sitting down with the notes I took from the book and creating a more healthy meal plan.

Based on the plan I create, I’ll go grocery shopping before work Tuesday morning (when my grocery store is quiet as a mouse) and pick up the ingredients I need. Then, I’ll try my hardest to stick to the plan throughout the week.

I’ve given myself an hour to create the meal plan — between 8:00 and 9:00 tonight. Already having it on my schedule, and giving myself a limited amount of time to complete it, is part of my self-micromanagement plan. All snacks, meal preparations, dining, and cleanup activities are also planned on my schedule. I’m serious about improving the quality of my family’s meals, and so I’m hoping my increased organizing efforts will make it a reality.

What about you? What are you doing today to achieve your 2011 resolutions? Do you like the idea of monthly resolutions? Would an hour-by-hour schedule help you to move forward with your action items? I’ll admit, 24 resolutions for 2011 feels like a lot to accomplish — but I am willing to tackle two at a time using my self-micromanagement plan. I’ll keep you updated each month as new resolutions come onto the schedule. I’m genuinely excited to see how my 2011 resolutions fare in comparison to previous years.

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DIY drawer organizer

Make: Projects has an amazing do-it-yourself drawer organizing project that caught my attention this week. The “Drawer Organizer” is inexpensive, easy to make, and perfect for anyone who has difficulty finding the perfect store-bought organizer.

Reading through the instructions, all you really need to complete the project is some plexiglass, acrylic glue, and a ruler. I wish I would have thought about doing this when we set up our kitchen. I looked for months for organizers to meet our needs. Had I done this project, I’d have been finished in a few hours.

Image from Make.

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Eight year-end tasks to keep you organized

The presents have been unwrapped, turkey leftovers fill the refrigerator, and we’re back at our desks finishing year-end responsibilities. Whether at work or at home, there are tasks that we complete before December 31 that help to keep us organized in the new year.

Even though it’s difficult to get back to work after a few days vacation, the last week of the year can often be extremely productive because so few people are in the office. There usually are fewer disruptions and it’s easier to work for longer blocks of time. If you’re taking time off from work, now is also a good time to focus on year-end responsibilities at home.

The following are tasks we complete at the end of the year, but you might tackle different tasks to wrap up 2010 and prepare for 2011. Share your end-of-the-year processes in the comments, as they might be something we all should be doing, too:

At Work:

  • Year-end fiscal reports. Pay all bills, submit all receipts, reconcile all accounts, and complete all fiscal reports the accounting department requires.
  • Year-end professional goal reports. Review annual goals and accomplishments, and write performance reports the human resources department requires.
  • Review benefit package and changes. Many changes in insurance plans and other benefits occur at the change of the calendar year. Make note of these changes so you aren’t surprised by the differences.

At Home:

  • Reconcile financial accounts. Now is the time to get all of your financial paperwork for the year completed so you’re ready to file your taxes when your forms arrive.
  • Year-end personal goal and resolution review. Review all you accomplished over the course of the year and create goals and resolutions for 2011.
  • Back-up all digital data. Even if you do this daily, it’s good to take a final snapshot of the digital year.
  • Review beneficiary information on all investments and policies. If your family has grown or changed in the last year, now is the time to make sure your beneficiary information is current. Additionally, it’s a good time to do a general review of these investments and policies.
  • Review systems and routines. Are the systems and routines you follow meeting your family’s and home’s needs? If not, now is a good time to create new practices to implement in the new year.

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Improving your odds at keeping New Year’s resolutions

Sue Shellenbarger, the work and family columnist for the Wall Street Journal, yesterday wrote “Steps to New Year’s Resolution Success” detailing the science behind keeping resolutions. Great advice begins right at the beginning of the article:

When setting a resolution, simply deciding to change your behavior may work for a while. But when the cognitive parts of the brain responsible for decision-making become stressed by other life events, that resolve is likely to succumb to an emotional desire for instant gratification, says Baba Shiv, a Stanford University marketing professor who specializes in neuroeconomics, the study of the biological bases for making economic decisions.

Keeping a resolution requires a detailed plan, with emotional rewards when milestones are reached—and even a strategy when there’s a setback. And don’t wait for Jan. 1, experts say: Start planning now to increase your chances for success.

The full article is worth reading if you’re interested in making uncluttering or organizing resolutions for 2011. I’m already planning out my resolutions for next year and will share details next week. I’ll definitely be putting into practice some of Shellenbarger’s suggestions.

Also in yesterday’s Wall Street Journal was a great article on organizing craft and present wrapping supplies featuring suggestions from Los Angeles-based professional organizer John Trosko: “More Homes Make Room for Wrapping.”

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