[an error occurred while processing this directive] How to Organize Your Paperwork - Steven and Chris

How to Organize Your Paperwork

Book-cover.jpgHellen Buttigieg, who heads up We Organize U, showed Steven how how to organize our papers according to our personalities.

Watch this segment in episode 140 now.

The number one reason why people call Hellen is because they're stressed out by disorganized paperwork. People tend to fall into two categories when it comes to their paperwork - pilers and filers.

Filers prefer to keep their papers upright (vertical), while pilers like to stack them (horizontal).

Pilers feel most comfortable when they can see their papers. They tend to have messier offices but claim they know exactly where everything is within the piles. Stackable trays, baskets, etc., work well for them.

Filers like to tuck their papers away. They tend to have neater looking offices but seem to accumulate more paperwork and tend to access it less frequently than pilers. A system with file folders works best for them

One way is not better than the other - piling may sound messier, but the right system can work just as well as filing. Whether you're a piler or a filer, having a system that fits your natural style will increase your success when it comes to keeping your papers organized and easily accessible.

Here are Hellen's recommended organizational tools and methods for pilers and filers based on the different areas of the house where you may naturally store your papers...

1. In the kitchen or a small space

Filers should try:

  • A file box with hanging files and folders inside.
  • An accordion file folder.
  • A step sorter or incline sorter.
Pilers should try:
 

  • Stacking letter trays. 
  • Shallow baskets or bins.

2.  Home Office Area/ Larger Space

Filers should try:

  • Filing crates
  • Wall files.
Pilers should try:
 

  • A literature sorter

Additional Tips...

Filers should:

  • Consolidate files in broad categories rather than have hundreds of folders with only one or two pieces of paper inside each one.
  • Set up a regular schedule to sort and purge files to avoid collecting irrelevant material. (Perhaps the first week of the new year - put a reminder on your calendar in advance.)

Pilers should:

  • Label their trays and baskets on the front of each.
  • Be specific about categories (miscellaneous is not a category!) and keep similar papers together.

Everyone should:

  • Purge papers once a year - toss out the stuff you don't need.
  • Use a filing cabinet as your long-term archive. If your filing cabinet is jammed and you start piling your papers on top then that's an obvious sign that you need a bigger filing cabinet.

Hellen-and-Steven.jpg
Hellen with Steven.







 

 

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