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Paper Tiger Blog

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The Paper Tiger Blog contains great ideas on better ways to stay organized, clear your desk, reduce stress and spend less time managing information.

Running a home office can be very trying no matter whether you are using it to keep track of the family’s finances or running a small business from home. If you don’t keep track of your papers and other items in a manner that makes sense, you will waste time because you cannot find things when you need them.

When you’re not organized, you will not only waste time, but could lose money as well when bills are not getting paid on time, incurring late charges and other penalties simply because they were buried under other items. Also if you’re not invoicing clients in a timely manner, you’re not receiving payment for what is due to you.

A Better Solution for Organizing

The Paper Tiger Filing System Software and Document Management is a hybrid of traditional filing and computer search ingenuity with the ability to help you streamline your filing system and find your items. Paper Tiger is a filing system software that doesn’t require you to scan your items so you can use the same indexing system to organize books and other items that could not be scanned. (See our Not Just for Filing Paper webpage)

Paper Tiger is an indexing system for your physical files that has an easy-to-use search engine built in so that lost information is virtually eliminated in your office. You would simply type in the information into the database relating to your files or other physical items to get organized so that you can find what you need when you need it, without time-wasting searches.

You would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper that you need to keep in hard copy format, and also index other physical items. Paper Tiger can index anything! Some things just can’t be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. That cannot be done with systems that require scanning into an electronic file.

For paper filing, you would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You input information relating to each document in the database’s digital file location. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to add as many keywords as you want that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).

Because the hanging file folders are already setup and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder each time you want to file something.

You number your files, enter the data into the software relating to each document or set of documents such as the item name and additional keywords that you might relate back to the files, and never have problems retrieving your data again. By inputting multiple keywords into the software database for each document or relating documents within each hanging file folder, you can also rest assured you or someone else will be able to find the file at a later date.

For example, you can enter key search terms such as “taxes,” “expenses,” receipts,” or “write offs” all entered for the same file. Later you can use any of these terms and the search engine will inform you of where the file is located. No more searching because you can’t remember if you filed it under ‘T’ for taxes or ‘E’ for Expenses or ‘R’ for receipts, etc. You owe it to yourself and the future success of your business to get and keep your record management system organized from the very first day.

When you’ve indexed your paper files to Paper Tiger, and you need to find a file, you simply conduct a Google-like search in the database to find where your file is located.

This solves problems with filing such as:

-       You can’t decide what to name something;

-       You don’t like making new folders when you need to file;

-       You can’t remember where or what name you filed something under;

-       Staff sharing files in the same filing cabinets, everyone thinks differently and anyone can search a keyword;

-       Staff turnover or the one person in the office that knows where everything is gets sick or on vacation.

You might also check out our article Customize Your Filing System with Paper Tiger’s Indexing Method for additional helpful tips in how to set up your filing system.

Keeping Up With Paper and Digital Files

Some people are trying to set up their filing systems to a more paperless environment, and scanning incoming paper files that is not necessary to keep in hard copy format. In the case where you’re going to keep some hard copy files, but you also want to keep up and be able to find your digital files, we recommend Google Docs through a Google or Gmail account for your digital file storage. Google Docs is great for storing the digital files that are scanned and those files that you can upload from your computer.

With the addition of Digital Tiger function in Paper Tiger Online filing system software Basic and Pro plans, you can connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now). You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.

The bottom line is, when you get organized it makes it that much easier to stay organized. Start your business off the right way with Paper Tiger Filing System Software for document management to help keep your records management organized.

Your home office is now organized like a miniature databank, like your own personal version of the World Wide Web for organizing your paper files and, well actually, anything that you can put a number onto.

Tame your paper files (and other items) with Paper Tiger and get organized today!


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Strategize and Organize

CALL TODAY! Contact productivity expert, Anne McGurty of Strategize and Organize, to schedule 30 minutes to strategize and organize a FREE analysis of your situation.

Are you managing both paper and digital files? Feeling stressed?

How do you bridge the paper world to the digital world?

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The car industry got it right…it’s no longer a gas or electric decision — it’s both – a hybrid.

With your paper files and digital files, you need a hybrid as well. The solution is Paper Tiger Filing System Software for Document Management with its new addition of Digital Tiger.

Imagine

  • Improving customer service by being able to produce information faster
  • Happier employees as they can find what they need, when they need it
  • Reduce the stress in your work day

Why make the transition alone … it’s not a tactical project that you can piece-meal … you need a strategic solution to be in the hybrid world.

All you need to do right now is the make the decision to spend 30 minutes with Anne McGurty, productivity expert, to strategize and organize and engage in a free analysis.

Call 303 881-0174 or email at amcgurty@strategizeandorganize.com today to get on Anne’s schedule and take advantage of this free analysis!

No kidding – 30 free minutes! Call or email today!


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In the article below, Anne McGurty, a Paper Tiger Expert of Strategize and Organize, relays a story about a jeweler who purchased more hoop earrings because he didn’t remember that he already had more than he needed simply because he didn’t have, nor did he think he needed, an inventory. Are you wasting time and money repurchasing things you already have or recreating documents you already have? Do you think it’s a waste of time to get organized? Read on to see how a small investment in time implementing Paper Tiger Filing System Software can help you save time and money!   

Strategize and Organize

In my last webinar I presented for The Monticello Corporation, demonstrating how to use Paper Tiger, someone followed up with me as they related to a story that I told and I thought if it helped one person on the call, maybe one of my readers here would appreciate the story as well.

Years ago, I had a jewelry company.  I used to go to New Mexico and buy American Indian made jewelry right from the Navajo, Zuni, and Hopi Indian tribes.  I loved working with the artists and then going to all the retail stores throughout the country to peddle my collection.

One day I was in a “mom and pop” touristy type store in Glenwood Springs, Colorado.  It was a cute little place and a little old man came out and welcomed me.  I looked around the store and it was quaint with old jewelry cases, jewelry displayed in no specific order, and trinkets randomly displayed throughout the store.

As I looked through the jewelry, I noticed there were no sterling silver hoops and I had some simple basic ones in my inventory in the car, so it was a perfect lead to ask him if he needed to purchase any.  He seemingly agreed based on what he could also see in the case, so he agreed to look at what I had and purchased not only some silver hoop earrings, but also a nice selection of other shiny new pieces.  I was appreciative and went on my way.

A couple of months later, I returned and he had an abundance of silver hoop earrings.  I thought, darn, someone else must of been in to see him and he purchased more from that wholesaler.  He welcomed me and had a funny grin on him as he told me that after he purchased all the silver hoops from me, his wife told him that they had plenty of silver hoops, as they were in another case in another location of his store and there were even more in the back room safe.  I asked him about how he was tracking his inventory and he laughed and said, he didn’t bother with an inventory, he knew what he had.  Well, you know I didn’t respond, because as the story shows, he spent money on something he really didn’t need because he didn’t know he had it.

What do you need to inventory?

I tell this story to my clients often because this is true also for our business and personal files.  If we don’t know what we have, it can cost us money. Recently while I’m spending time in Scottsdale, Arizona, I needed to go to the motor vehicle division.  One of the records I needed was the title to my car.  Now that could have been quite an ordeal as I have files both in Denver, Colorado, and in Scottsdale, Arizona.  Fortunately, all of my files are inventoried in Paper Tiger, and I was able to look it up off my web-based version from my smart phone and know exactly where to find my title.

Knowing where to find my title so quickly and easily, gave me instant relief knowing that I didn’t have to pursue the project, taking more time and spending extra money to order a copy of my title.  I was able to get my hands on it right away.  Naturally, it makes sense that when you want to take care of business, you don’t want to have delays.

If you are like the jewelry store owner and don’t have an inventory of your stuff, whether it’s paper files, digital files, or supplies, obviously you may be wasting time and money repurchasing things you already have or recreating documents you already have.

Are you ready now to get to work and inventory your paper and digital files?  Here’s the link to get started with Paper Tiger Filing System Software.

If you want some additional help, I work with clients over the phone or in person and coach them to completely set up a customized system to get organized and work more productive.

About Anne:

Anne McGurty is CEO of Strategize & Organize, a company devoted to training individual’s to be more effective with the tools and resources to be productive in their work environment.

If you like this issue, you’ll love Anne’s transforming productivity training and organizing products to help you organize your business — and yourself — ranging from productivity consulting for individuals and executives to small business coaching programs to keynote speaking and corporate training programs to improve efficiencies in the workplace and improve productivity.

While Anne is best known for her expertise in productivity and expert office organizing, her clients share that her biggest impact comes from her philosophy of “personalizing her programs to fit the needs of her clients so they can streamline more efficiently with existing processes” – ensuring to create a sustainable work environment. This, Anne says, is the most important key to bringing an individual to personal freedom with time and organization.

You can learn more about Anne at www.StrategizeAndOrganize.com. For residential organizing services, please visit www.ResidentialOrganizing.com.


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Declutter

You may have already heard of the 100 Thing Challenge. It is the idea that people do not need more than 100 things in their homes and life. The belief is that by cutting down on the amount of things you own, you will bring more joy and simplicity to your life. You may not be ready, willing or able to make this kind of drastic commitment, but you may still be able to have some of this same joy by simplifying to some degree and organizing the rest.

If you feel your home or office conditions are causing you unnecessary stress, it is time to make some changes. If you feel the things you own are beginning to own you, it is time to regain some control. If you feel you have been avoiding going into your garage, attic or offsite storage unit because you can’t bear to see all that stuff, you owe it to yourself to at least consider simplifying and organizing the rest.

How to Simplify

The most basic rule of simplifying is taking the time to sort through and evaluate what you have. Separate items into piles such as “Keep,” “Sell” and “Donate.” It isn’t about going off the deep end and getting rid of everything including things you will later come to need. In fact, when in doubt, always keep something if you are hesitant. The next time you go through and do a spring cleaning, you may know for sure if a particular item really can go or if you are glad you kept it.

Once you have narrowed down your personal “inventory”, you can decide what you will keep out, what gets stored in the home, office, basement, or rented storage unit if there is even still a need for one. Ask other family members to get involved. Each person can take care of their own belongings and help decide on the items that are shared by the entire family.

Then decide how you will go about selling the items to be sold, and where to drop off the items to be donated. Then make plans to do it instead of putting it off until another time.

How to Organize

For items that you decide to keep, your best bet is to use Paper Tiger Filing System software. Getting organized means not having to fight clutter, wonder where something is or search for an item or paper file again. You can use Paper Tiger’s indexing system to keep track of anything that can be numbered. This could be paper files in your filing cabinet, your craft supplies, your Xbox game collection or your book collection, whether the items are in your home, office or require storage in an off-site location.

Type into Paper Tiger’s indexing system whatever is going into each file or bin and use as many possible keywords you can think of for the items. This will help at a later time when you need to conduct a search and can’t recall what you may have called the item or if someone else needs to do a search and isn’t sure what you may have called the item in the system. That’s all there is to it really. Your bins or files can be numbered and put away until you need them again without worry that you’ll be able to find them when you need them. Do a regular spring cleaning and be sure to update your indexing system database to reflect the addition, move, or removal of any items.

After all, getting organized is half the battle — being able to easily and quickly retrieve those items and knowing where they should be returned to is the other half of the battle to stay organized.

Previous articles you might find helpful to get organized:

A Filing System the Whole Family Can Use

Handle Your Small Business Filing Needs With Filing System Software


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Effective Day

During this webinar, Nancy Hagan of Effective Day demonstrated how to get started with Paper Tiger Online. In addition to demonstrating examples requested during webinar registrations, Nancy demonstrated work-flow examples by filing items from her inbox to help you use Paper Tiger more effectively to get organized and be more productive.

Nancy also presented how to organize things other than paper files, such as books and storage boxes. And later in the presentation, she talked about how to use a tickler (monthly/daily) filing system to organize your action file.

Please visit www.effectiveday.com to learn more about Nancy and the services she provides, and click here see her Productivity Coaching special. You can contact Nancy at 513 899-9949 or email at nancy@effectiveday.com

To learn more about Paper Tiger and Digital Tiger, visit www.thepapertiger.com

Filing System Q&A from the Webinar

Q: How do you share the location of items with your staff when necessary or how do you set it up from the beginning that way?
A: If you have a multi-user plan, after you have created your database and locations, you can click on the People/Permissions tab from the Dashboard, then invite users via their email and set their permissions as to what they view and/or edit. You can see multi-user articles at http://www.thepapertiger.com/support/view_articles.php?forum_id=220848&catId=230 that you might find helpful.

Q: How do I print the Reference location?
A: See this knowledge base article that gives instructions on how to print labels for your locations within your database: http://thepapertiger.com/support/articles.php?id=198696&catId=230 and Nancy also demonstrates printing labels in this webinar.

Q: Could you set up a database that would store your books — physical library?
A: Here is a blog post also that you might find helpful that gives more examples of how to index different items: http://www.thepapertiger.com/blog/filing-system-family/

Nancy Hagan of Effective Day, works with business people who want to be more effective and productive, focus on their highest priorities and be free to do what they do best! Effective Day provides Organizing and Productivity Coaching, Consulting, Workshops and Products for busy people who want to make the most of their day and enjoy their life.


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This article by Natalie Conrad of Organized Habits, and a Paper Tiger Expert, reveals that we sometimes hate paper filing because we simply don’t know how to file. Natalie gives us some great tips in how to look at our paper files differently and to set up a system that will be easier to maintain.  Natalie also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper!

Organized Habits, Make Room for Life

I spoke to a business associate of mine today and she made an interesting remark. She said that she hates to file. When I asked her why, she started to say she didn’t have time, was afraid she’d never find it again, and that it wasn’t a priority. But she finally admitted. She didn’t like filing because she didn’t know how to do it. What a revelation! What an easy thing to fix!

Did you know…… 80% of what we file, we never reference again?!!

First, there are 3 types of files: Action – Reference – Archive. Most people hate filing and I suspect it is because all of your files are grouped together and not separated by type.

Action files are those files that you reference all the time or at least weekly. They contain information that is needed to do your job or work at your desk. Therefore, these should be the files that are located in the file drawer attached to your desk. If you do not have a file drawer in your desk, then these files should go in the file drawer closest to where you sit and work.

Reference files are files that you need to reference occasionally, usually monthly or annually. A good example is your auto insurance policy. It expires either annually or semi annually. Can you think of any other files that may be reference files at home or at work? Because these files are used less frequently, they can be housed in another file cabinet, located elsewhere in your office.

Archive files. These are the paper files that my clients rarely have segregated. Archive means that this information is being kept for retention purposes. This is information, like your tax returns, that you must keep for a specific period of time or indefinitely. These files can be boxed and labeled and stored outside your immediate office. File cabinets in the store room or garage are good locations for the archive documents.

It is also important to maintain your files. Set aside some time every 6 months to go through your file drawers and purge files and documents that are no longer needed. The first time you purge your files, it may be labor intensive since it has never been done before, but keep doing this every 6 months and its goes more quickly.

A System for the Day to Day Paper Filing

This is a great video tutorial by Natalie that gives great tips in how to set up an action file system for your day to day paper files. Click here to watch how simple setting up your own system can be! Of course, you can always call Natalie to get her help on the more intense filing and organizing situations in your life.

Natalie Conrad is an organization consultant, speaker, and author in Northern California. She is also the founder of Organized Habits, a premier organizing firm, serving national and local clients in homes and small business settings.  She is passionate about organizing as she believes that the clutter holds one back from pursing their life long goals and dreams. Visit Natalie’s blog for more articles like this by going to www.OrganizedHabits.com/blog


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Strategize and Organize

During this webinar, Anne discussed the basic concept of Paper Tiger to organize both paper files and other physical items of which you need to keep track so that you can find them when you need them. She demonstrated the following to show how to use Paper Tiger more effectively so you can get organized and be more productive.

  • Get started with Paper Tiger Online.
  • Created a Database, created a Location, created Items, and print labels for items.
  • Demonstrated a work-flow example by filing items from her inbox.
  • Demonstrated how to index books, contents in a bank lock-box, contents in storage bins, and holiday items.
  • Demonstrated searching in Paper Tiger, and how easy it is when you need to find something.

Find Anything In Your Office In 5 Seconds or Less…Guaranteed! Watch the webinar to learn more.

As information, Anne is a professional speaker, productivity expert, professional organizer and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com.

She may be in Colorado (and sometimes in Arizona!), but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.

See Anne’s SPECIAL, contact her to get on her schedule and you’ll be more productive in no time!

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.

See more information here on Paper Tiger Filing System Software for Document Management

Filing System Q&A from the Webinar

Q: Can Paper Tiger be used on a Mac?

A: Paper Tiger Online works on any computer with an Internet access including Mac. Browsers supported:

-Mozilla Firefox 3 and newer

-Safari 3 and newer

-Google Chrome 4 and newer

-Internet Explorer 7 and newer

Our desktop, downloadable version of Paper Tiger is a Windows only software so if you wanted a version that wasn’t web-based, you would need to install Paper Tiger desktop onto a virtual Windows program for the Mac such as Virtual Box which is free or Parallels or Virtual Box.

Q: I missed the first half did we discuss photo storage?

A: No, Anne didn’t cover photo storage, but this blog post might be helpful to you: http://www.thepapertiger.com/blog/organizing-memorabilia-organized-living/

Q: is the “Notes” section a searchable field?

A: No, the Notes section is not searchable. Paper Tiger searches “Item Name” and “Keywords” sections.

Q: What if my clients really want their files named, instead of numbered?  I understand the logic of PT numbering system, but many of my clients will also want to be able to look at their folders and find things visually instead of using PT.

A: We have had people to put 2 tabs on each hanging file folder; one with the item name and one with the item number that Paper Tiger assigns to it. Alternatively, you can see our blog post regarding Alphabetic Method for Paper Tiger Online at http://www.thepapertiger.com/blog/alphabetic-method-for-paper-tiger-online/ but it is not as convenient.

Q: I’m a bit confused – is “location” a physical location (i.e., garage), with items in the list (i.e., holiday items)?  It seems like “Holiday Items” and “Action” would be items within a location, and not locations themselves.

A: “Locations” in Paper Tiger can be for either physical locations or types of items being organized. In this instance, Action would the Location because you would be filing actionable items/projects as Items within the Action Location.

Holiday Items could be a Location itself if you have a lot of different ‘holiday themes’. For example, if you have a “Holiday Items” Location, you could have Items within named Valentines Day, Easter, Spring, Summer, Fall/Thanksgiving, Christmas, etc., for each holiday theme box. Then the Keywords for each Item would be listed as what is in each box. You might find this blog post helpful: Filing System Software to Help Organize Holiday Decorations

If however, you only had 1 box that contained all of your holiday items and you had that box located in the garage, you could name your Location “Garage” and box 11 contained your holiday items. “Garage” would be the name of your Location in Paper Tiger, and “Box 11″ or “Holiday Items” would be your Item #11, your keywords would be the list of contents in that box.

Also, please see our knowledge base at http://thepapertiger.com/support/articles.php?id=205263&catId=230 for a description of what a Location is in Paper Tiger.

Q: How do you use Paper Tiger to organize files on your computer?

A: If you have a Paper Tiger Online Basic or Pro account, you would be able to use the Digital Tiger function. Digital Tiger is a free add-on with a paid Paper Tiger Online Basic or Pro account for now, to connect your Paper Tiger Online account to your Google Docs account. Then you will be able to search from one place to find both your paper/physical items that you’ve indexed into Paper Tiger, and your digital files that you have in Google Docs. The way it works is described on our web page at http://www.thepapertiger.com/digital_tiger.  To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs.

If you have the desktop version of Paper Tiger instead, the only way to make Paper Tiger work to organize electronic files in it’s current format, is to treat your electronic or scanned documents as if they were paper. You would need to make the decision as to how you want documents filed, including ‘naming system’ (how you want documents named to match the way you organize your files on your hard-drive.)

As you may already know, in the Paper Tiger database, Location is a physical Location for storing Folders, such as a file cabinet or a desk drawer that relates to a Location within the Paper Tiger filing software. Item Name is the descriptive name you give a hanging folder or in your case, an electronic folder.

You would decide how to name your ‘Location’ electronic folders, then have the same Location name in the Paper Tiger database. Once your document is scanned and named according to your decided ‘naming system procedure’ on your hard-drive, then you could input the document name into the Item Name field and as many keywords as possible relating to each document into the Keywords section of the Paper Tiger database.

Whenever you need to find an item then, you would be able to search Paper Tiger, which would direct you back to your electronic file folder location.

Or alternatively, you could use Google Docs separately as a digital file storage location, and possibly a backup system for the files on your computer, and conduct your digital file searches in Google Docs.


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This article by Sherry Borsheim, a Paper Tiger Expert of International Association of Business Organizing (IABO), gives us some great advise on planning our organizing project. Below are three project planning tools and strategies you can use right away to break free from organizing paralysis to finally get organized.

Also check out Sherry’s Organizing Bootcamps which will give you a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the information and stuff in your life.

Conquer Your Chaos

At some point, you may have started organizing your office or a room in your home then you freeze up and walk away because it was just too overwhelming, you feel exhausted by the process, don’t feel like you have the project planning tools you need, or you weren’t sure where you were going to put all the stuff.  This is what I call organizing paralysis.

Take a step back from your organizing project and realize that, just like gaining weight, it didn’t happen overnight.  It was a slow progression over time of accumulating papers, books, magazines, business cards, receipts, supplies, gadgets, clothes, kitchen appliances and so on.  Therefore, getting organized will take time to sort through all your piles and you’ll be making a lot of decisions on what to keep, what to donate and what to let go of.

Here are three project planning tools and strategies you can use right away to break free from organizing paralysis and get the ball rolling:

Know what you want and why-

People who want to be organized realize that the current situation is not working for them and they want to make a change for the better.  They desire a different experience.  Getting clear on your purpose and ultimate outcome for being organized is the first step.

Ask yourself the following questions:

  • “What do I want this room to look like?”,
  • “How do I want to feel when I walk into this room?”
  • “What activities or functions do I want in the room?”
  • and the really big question to get clear on is, “What’s not working?”

Questions are great project planning tools. Answer these questions and you will be clear on why you want to get organized in the first place and secondly, this will be your motivation as you sort through your things.

Here’s a few of examples of what to get your creative juices flowing:

“I want to walk into my office in the morning to see a clean desk and have a plan of action for the day.  Everything has a home and I have space to be creative.”

“I want to have client meetings in my studio, they will see that I’m am organized and able to take on bigger client projects.”

“I want easy to maintain systems in my home and office.  Family members know where to put things away and I’m not embarrassed to have people over.”

Schedule it!

If you say you’ll get to it later or someday, the piles will continue to grow because later never comes.  Decide to take action now and make a commitment to get your organizing projects complete.  I’ll often say to my clients, “An item on a to do list is not a commitment at a specific time.  When you scheduled an appointment in your calendar, it’s a commitment to get that task done.”  That’s one of the reason clients like working with a Professional Organizer because they have a scheduled time on their calendar for the session.  I know it sounds simple, but most people don’t schedule time to get organized.

To move your organizing projects along at a steady pace, schedule 1 to 3 hour sessions at a time.  Set a timer, play motivating music and have a glass of water or tea on hand.  There’s something about knowing the timer is ticking and the countdown has begun.  It’s a great motivator and will help you to stay focused. Don’t underestimate your scheduling calendar, it is a powerful project planning tool.

Set Yourself Up For Success-

Having the right project planning tools and setting up a staging area is key to your success.  If you were inviting friends over for dinner you would plan what you were going to serve, buy the groceries and then prepare the meal.  The same applies to your organizing project.  Designate a staging area for items to donate, recycle, shred, garbage and for other rooms.  Gather some boxes or bins for sorting and grouping like things together, use garbage bags for items you are donating and for items you may want to sell.

During the organizing process, you may find that it gets worse before it gets better.  But don’t be discouraged, stay focused and pretend you have a scheduled appointment with me, your Organizer.  During each of your organizing sessions, state what you want to accomplish by the end of the session upfront.  Then work towards that goal.  That’s what I’d be doing if I was with you.

What are your most powerful project planning tools?

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P.S.   Clear Out Your Clutter Day is this month! (Saturday, May 19th) It’s a live free virtual event where women around the world are clearing their clutter. You log on from your home or office throughout the day for tips, tools, inspiration & motivation.  AND you get access to Sherry for the day!  There will be a surprise bonus offer for those who register and attend!

Get the details and register at:

http://www.bizorganizing.com/events/clear-out-your-clutter-day/

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Sherry Borsheim is the president of International Association of Business Organizing and Simply Productive. You can visit Sherry, access her free article archive and grab lots of free stuff at http://www.BizOrganizing.com. Sherry lives in Vancouver, BC Canada with her husband (her high-school sweetheart).

Not getting her newsletter? Sign up by clicking here “Send My Kit” and you’ll receive her FREE 7 Ways to Organize Your Workspace kit!

Original article posted at http://www.bizorganizing.com/2012/05/my-project-planning-tools-to-stop-organizing-paralysis/

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One of the most important parts of being a small business owner is being organized. No matter what type of business you have, you are going to have records to maintain. Some small businesses require much more than others; it just depends on whether you also have to keep things on file such as client records. Regardless of what your small business is, you will have to keep records even if for just things like your income, expenses and other data for tax time. You also have to keep these organized in case you are ever audited.

If you are thinking about opening a small business, you are probably not even aware yet of how much paperwork goes into the behind the scenes part of the business. You have to keep your business license on file first and foremost. Take opening and managing a yoga studio, for instance. You will have papers for the copies of your yoga teachers’ certifications, the liability waivers of each and every student and receipts from all of your purchases that are related to the business as part of your expenses for tax time. This is just a fraction of the types of documents you will need to manage.

Getting Your Filing System in Order

Don’t let the thought of all of this records keeping startle or scare you off. Just knowing this is the reality should simply prepare you to make sure you have a good organizational system in order from day one. This may seem obvious for businesses such as Certified Public Accountants or even doctors opening their own private practice office. The truth is all businesses have a better chance for success and survival by making sure to have a good record management system set up before the business even opens.

More than likely your record management system will consist of filing cabinets of some kind. The problem is the alphabetical filing system alone is just not efficient. For example, unless you are dealing with just sorting files by clients’ or patients’ last names, alphabetizing can actually make things more confusing. What you may label one document, someone else may not think to call it when trying to look it up. In fact, you could honestly forget what you called the file in the first place.

Utilizing an Indexing Filing System

The best manner in which to organize your record management is using an indexing system like Paper Tiger Filing System Software for document management. You number your files, enter the data into the software relating to each document or set of documents such as the item name and additional keywords that you might relate back to the files, and never have problems retrieving your data again. By inputting multiple keywords into the software database for each document, you can also rest assured you or someone else will be able to find the file at a later date.

For example, you can enter key search terms such as “taxes,” “expenses,” receipts,” or “write offs” all entered for the same file. Later you can use any of these terms and the search engine will inform you of where the file is located. No more searching because you can’t remember if you filed it under ‘T’ for taxes or ‘E’ for Expenses or ‘R’ for receipts, etc. You owe it to yourself and the future success of your business to get and keep your record management system organized from the very first day.

Paper Tiger is an indexing system for your physical files that has an easy-to-use search engine built in so that lost information is virtually eliminated in your office. You would simply type in the information into the database relating to your files or other physical items to get organized so that you can find what you need when you need it, without time-wasting searches.

You would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper that you need to keep in hard copy format, and also index other physical items. Paper Tiger can index anything! Some things just can’t be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. That cannot be done with systems that require scanning into an electronic file.

For paper filing, you would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You input information relating to each document in the database’s digital file location. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to add as many keywords as you want that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).

Because the hanging file folders are already setup and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder each time you want to file something.

When you’ve indexed your paper files to Paper Tiger, and you need to find a file, you simply conduct a Google-like search in the database to find where your file is located.

This solves problems with filing such as:

-       You can’t decide what to name something;

-       You don’t like making new folders when you need to file;

-       You can’t remember where or what name you filed something under;

-       Staff sharing files in the same filing cabinets, everyone thinks differently and anyone can search a keyword;

-       Staff turnover or the one person in the office that knows where everything is gets sick or on vacation.

If you haven’t already, please view our videos on our Paper Tiger page, which may help you understand better. Please also see our Not Just For Filing Paper page for ideas to index other items in addition to paper files. You might also check out our article Customize Your Filing System with Paper Tiger’s Indexing Method for additional helpful tips in how to set up your filing system.

Keeping Up With Paper and Digital Files

Some people are trying to set up their filing systems to a more paperless environment, and scanning incoming paper files that is not necessary to keep in hard copy format. In the case where you’re going to keep some hard copy files, but you also want to keep up and be able to find your digital files, we recommend Google Docs through a Google or Gmail account for your digital file storage. Google Docs is great for storing the digital files that are scanned and those files that you can upload from your computer.

With the addition of Digital Tiger function in Paper Tiger Online filing system software Basic and Pro plans, you can connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now). You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.

The bottom line is, when you get organized it makes it that much easier to stay organized. Start your business off the right way with Paper Tiger Filing System Software for document management to help keep your records management organized.


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Getting a Grip on Clutter

With the trend moving towards making the home free from clutter, it can seem like it is still a bit of a confusing and overwhelming task. Keep in mind, the first part of the task is dividing up what you are keeping, what you can sell and what you should get ready to be donated, or what needs to be tossed or recycled. The next step is taking what you need to keep and giving it a “value.”

The value of your items is usually split up in the following categories:

  1. Use daily
  2. Use every so often
  3. Rarely use but must keep

If the point of the project is to try to stop collecting clutter, make sure category number three has as few items as possible. Of course, we all realize there are certain items that fall into the last category that must be kept. Now the trick is how to keep everything neat, organized and put away so that you and everyone in your family can find something if they need it.

One of the main reasons that homes get in a state of disorganization is that no one can figure out where anything is or where it goes. You leave an item out because you know if you put it away, you will never find it when you need it. Or someone in your household doesn’t put something away because they have no idea where “away” should be.

Putting a Filing System in Place

Implementing Paper Tiger Filing System Software for document management that will allow you to index items, not just your paper files, is a great way to put an end to this vicious cycle that is keeping the average household cluttered. The best part is that once you have it in place, anyone in your home can use the system to find what they need when they need it, as well as know exactly where to return it once they are finished with it. The great news is everyone in the family doesn’t have to be in agreement for what exactly to name each item in the new filing system.

Let’s imagine you already have this system set up so you can see how easy it is to use. You need to find where exactly you have your antique silverware set because you’ve decided to host a fancy dinner party. By entering the search term “antique silver”, your filing system will give you results the same way an online keyword search would. The search results lets you know it is in the large plastic storage bin marked #3 and that this bin is in the garage.

If you set up your filing system with alternate keywords, anyone using the system can find the same thing. So if you send your husband to look and he types in “grandma’s silver,” or your daughter searches for “silverware,” everyone will still get the same answer and find the item. Not only that, but when it is time to put the item back, you can conduct a search in the database to find where that item goes so it always gets put back in its proper place. Avoid the confusion your household goes through when trying to organize clutter with the simple use of a filing system.

How to Implement Your Filing System

So you’ve sorted the items you are keeping and it’s time to decide a home for each item. Decide how you want to organize the items you plan to keep, then by indexing them into your filing system software, you’ll be able to retrieve them when you need them. An indexing system is a way for you to catalog all the items you put into a bin or box by adding all relating keywords for each item into the software database, and then when you need to find an item later, you conduct a keyword search and you’ll know where that item is located quickly and easily based on the information you’ve input previously.

For the example above with locating your silverware, you’ve stored your silverware in bin #3 along with other relevant items that you might need when you need your silverware, such as a lace tablecloth, napkin rings, candelabra, etc.

In Paper Tiger’s database, you might have a ‘Location’ named Garage. In this Garage Location, you would number your storage containers and enter the content information into your filing system to match each container. You might list your items such as in the example below, and of course, mark each bin to match the item number in Paper Tiger’s database:

Item # 1 in Paper Tiger’s database, Item Name: Bin #1, Keywords: Spring decorations, spring flag, bunnies, tablecloth and picnic items.

Item # 2 in Paper Tiger’s database would match contents in your bin #2, Item Name: Bin #2, Keywords:  might be Crafts, including the different colors of paper you have, types of paper (card stock, construction), and instructions for different projects, etc. You might also have other crafts in this bin that you could list.

Item # 3 in Paper Tiger’s database, Item Name: Bin #3, Keywords: silver, silverware, antique, vintage, grandma’s silver, lace tablecloth, candelabra, silver cleaner

Item # 4 in Paper Tiger’s database, Item Name: Box #4, Keywords: toys, spiderman, etchasketch, Mr. Potato Head, Operation game

Item # 5 in Paper Tiger’s database, Item Name: Box #5, Keywords: kitchen items, old crock pot, blender, extra bowls, mismatched plates

Later you can search for “silver” in Paper Tiger’s database the same way you type keywords to search the Internet on Google. Your indexing system will bring back search results that tell you what bin number the item is in and even where the bin is, and you’ll be able to see what other contents you’ve listed and put in that bin.

Below is another example for your CD’s, and can be used to implement the same concept for your books or any other physical item that you can put a number onto:

1. Name a Location CDs, with capacity of 100 (you can increase this later if you need to) Then print labels for the 100 items ready to affix onto each CD as you index it.

2. Begin indexing your CDs individually by adding a new item in this Location. I would name the item by the name of the movie or topic or singer of the CD, and continue with something like the following:

-Item Name: (name of the movie or topic or singer of the CD)

-Keywords: (actors/speakers, length, rating, brief description)

-If you have Professional or Pro edition, you will be able to apply a Category to the item. If so, add new category for either drama, fiction, comedy, historical, etc. (as info, the Basic edition does not have the Category function) If you have Basic, then you can add the category to the keywords section as well, then when you search for a specific category, Paper Tiger will bring up all of the CDs that you’ve indexed with that category, which is basically the same thing that would happen if you were to select the Category drop down box in Professional or Pro.

3. As you index each CD, affix the corresponding label to it and store in your new place. As you’ll see in this picture below, both the CD and the CD jacket are numbered so when you search Paper Tiger, you can go to the corresponding CD jacket number, and you’ll also know to match the numbers when replacing the CD.

Then obviously, you can go through the stacks of paper files, and index them into Paper Tiger as well. Index the contents of each hanging file folder in your file cabinet, so when you need to reference your insurance file, you’ll know exactly what file it is in without having to worry if you filed it under Insurance, Household, or the insurance company name.

So you see how implementing Paper Tiger Filing System Software for document management can help you get organized and it is a filing system the whole family can use to keep the clutter and chaos to a minimum for organized living!

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Sherry Borsheim of Biz Organizing will be hosting ‘Clear Out Your Clutter Day’ virtual event on Saturday, May 19th. This is a free event that will focus on de-cluttering your office and home!

Get a jump-start on clearing your clutter with some great tips and guidance from Sherry! Reserve your spot now so she will know how big of a conference line to reserve for the group session during the day. Click the link below for details and to register now:

http://www.bizorganizing.com/events/clear-out-your-clutter-day/


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As you will read in this article, Russell Moran’s filing system at his home after he retired was a nightmare, costing him too much time. Now Paper Tiger saves him time because he implemented a filing system that works!

Do You Waste Time Looking For Files?

Nothing wastes time more than a bad filing system. Say, for example, you need to look up a file on an insurance claim. Do you look under “I” for insurance, “A” for Allstate, or “C” for claim. After 15 minutes, you have finally retrieved the document.

Everybody Has an Opinion on Where Documents Get Filed

There is no hard and fast rule that determines where stuff gets filed, although secretarial schools have recommended methods. The fact of life is that each person in your office who files things uses his or her intuition. So the person who filed the insurance claim information did so because he had a gut feeling that it should go under a certain category. That is the problem with most filing “systems” — they are not systems but whim-driven opinions. Unless the person looking up the file is driven by the same whim or thinks the same as the person who filed it, you are in for a time-consuming journey.

The Problem Filing System of the Former Employee

When a person whose job included filing leaves a company, that person’s filing system goes with him. “We have our annual meeting next week and I can’t find where Joe filed the attendance list.” Have you ever heard something like that? Former employees are often scorned because nobody can find where they filed stuff. They shouldn’t be. They were just doing what most filing systems demand: file by whim.

Because most of our documents are now in digital format and are filed on a hard drive, the problem is less severe than it was a few years ago. Anything that is sent out from an office exists somewhere on the server or a local hard drive, and is therefore searchable. But the problem still exists for incoming documents. Some companies have a policy of scanning all incoming papers. The problem with scanning is that a good high-speed scanner is expensive and, for digital searching, you are at the mercy of the current state of optical character recognition—one smudge, and the document may never be retrievable.

A Filing System Solution

Attach Keywords to Paper Documents

When I owned my own company, my employees did the filing. What I never realized, because I didn’t have to, was that I had absolutely no talent for filing. After I sold the company, I still had many business interests and activities. I set up shop in my own house. Filing was a nightmare! I was so bad at it that I took the path of least resistance: I didn’t file, but just let stuff pile up in boxes. Then came the day of reckoning: I had to retrieve a document. I spent the day doing just that. This is poor time management. With the right filing system you are not just managing time, you are creating more time.

Pure serendipity saved me. As I was struggling with my increasingly chaotic office, I received an e-mail solicitation for software that promised that I could find a document in “five seconds, guaranteed.” I ordered it immediately. That was 10 years ago; the software is Paper Tiger. I use it to this day and can’t imagine doing without it.

How Paper Tiger Works

First, be assured that you don’t need to learn a new theory or philosophy of filing: it’s a lot simpler than that. Once you’re done setting up the new system, you can find any piece of paper in “five seconds, guaranteed.” They promised that 10 years ago and it’s true to this day. Here’s how to do it:

  • Numbered files replace alphabetical files. First you go out and buy a lot of hanging files, along with the clear plastic file name stickers. You then open the file drawer and start with the first file. Let’s say it’s called “Abernathy Fuel Company.” You replace Abernathy Fuel Company on the hanging file folder tab with the number “1.” Now you go to the software screen where you will have already started a database, and within your database, you will be asked for the LOCATION of the file. You simply type in either the actual location or the type of files that you’ll be indexing, such as “First cabinet” or “Action” or whatever appropriate descriptive name you come up with. You then type in a name for the file, and then go to the next section—and this is the killer part of the software, and you list as many keywords as you think may be helpful in retrieving the file later. So with the Abernathy file, now known as file #1, you would type in Abernathy for the Item Name, then in the keywords section, type in: fuel, oil, and maybe utilities. When you want to retrieve the file, just type any of the keywords in the search box and you are told to go to file #1.
  • Local or cloud based. You can buy the software to be installed onto your computer which is a Windows only licensed software or purchase a web-based version that is either monthly or yearly subscription.
  • Does it take work setting up the new system? Yes, it does. It took me three full days converting over to Paper Tiger. For a company, depending on the size of course, it may take a week or two. It’s best done with two people. The Paper Tiger people will give you a list of consultants who can manage the project for you. But once you’re done, you’re done. If a new matter shows up that needs a new file, just pick a location and you will be told that the next file is, say, 322. If a new file comes in that you already have the subject filed, simply edit the item in your database to add additional keywords if necessary, and drop it in the previously created file folder.
  • What about computer digital files? Paper Tiger now has a module that enables you to connect your Paper Tiger Online account to Google Docs. Use the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management software solution. You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. You’ll be able to search from Paper Tiger Online and see results for both your physical paper files and your digital files that you have stored in Google Docs.

In a recent article, I wrote about saving time by letting your desk clean itself, Paper Tiger makes this time management chore a breeze.

I have no business relationship with Paper Tiger: I just love their stuff. Their website is extensive and informative. Check it out. www.thepapertiger.com (Don’t forget the “the”).

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Russ Moran is a writer, lawyer, and blogger. He writes on a wide variety of topics, including recreational themes including boating, how-to articles, law and business. He is the author of Justice in America: How it Works – How it Fails, published in 2011. Kirkus Reviews calls the book: “A lively, brash, illuminating insider look at the law, by a compelling expert.”

Russ has recently finished The APT Principle: The Business Plan that you Carry in Your Head, to be published in the Spring of 2012. His blog is The Moran Report at www.morancom.com.


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This article by Natalie Conrad of Organized Habits, and a Paper Tiger Expert, lists a few of the reasons behind why clutter piles up in our lives; and how to get started on a system for moving forward to get organized.  Natalie also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper.

Organized Habits, Make Room for Life

There is Always a Reason Behind the Clutter

I was helping a client recently who has a beautiful home. Everything seemed to have its place and the home was very warm and inviting. I was asked to help with the home office. The office had a desk piled with papers, bills and receipts as well as boxes of more of the same tucked under the desk. I have seen much worse than this, but my client was struggling to get the home office organized and back into a functioning room. As we began to work, we talked about the reasons for the room’s unorganized state. There is always a reason behind the clutter. I am not saying this so that we can justify the clutter, but to help us recognize that there is something behind the physical clutter we see. Below are a few examples of the reasons why people now have clutter when they used to be able to handle it.

Different Reasons Behind the Clutter

• Death of a loved one
• Medical crises/long term illness
• Change/loss of job (including retirement)
• Family members moving in/out
• New baby
• Divorce
• Depression
• Moving to a new location

All of these reasons have something in common; change and transition. This is a very common trigger for many of us that causes a once under-control home to become cluttered and less functional.

“Every time we go through a major change,
we experience a breakdown in our organizational systems.”
~ Julie Morgenstern

Periods of transition, such as the ones listed above, require that we give ourselves time to adapt and adjust and then rework our organizational systems to be more in line with our new, current reality.

“Our life is not static and neither are our organizing systems.”
~ Natalie Conrad

In other words, give yourself a break. You are going through, or have just gone through, a transition. Once you feel the earth is a little more solid under your feet again, then get some help and get back to being organized. Tweak your old systems or set up a new organizational system.

But here’s the thing – start with the present. Don’t try to go back through all the things that were “let go” during your transition. Deal with the things that are presently coming in the mail, the projects at hand, and the bills to be paid this month. Set up a system to manage today and if you have time, go back and straighten up the past later.

What are your reasons for clutter?

If you need ideas on how to get started on being more organized now that you’ve gone through a transition, keep reading Natalie’s blog for ideas to get you started. Use the “search” function and key words to get help for your particular situation or room in the house. You can also leave a comment for her and pick her brain a little!

A System for the Day to Day Papers

We also found this great video by Natalie on her blog that gives great tips in how to set up an action file system for your day to day paper files. Click here to watch how simple setting up your own system can be! Of course, you can always call Natalie to get her help on the more overwhelming clutter situations in your life.

Natalie Conrad is an organization consultant, speaker, and author in Northern California. She is also the founder of Organized Habits, a premier organizing firm, serving national and local clients in homes and small business settings.  She is passionate about organizing as she believes that the clutter holds one back from pursing their life long goals and dreams. Visit Natalie’s blog for more articles like this by going to www.OrganizedHabits.com/blog


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You keep meaning to get your home and office in order so you can enjoy organized living; it just keeps getting put off. The idea of trying to organize everything and de-clutter seems like such a daunting task, even though you know it will make you feel much better and less stressed in the long run.

There are all those paper files, books, training binders, DVDs and video games to straighten up. When you need to find a book, it takes more time than it’s worth to find it! There are winter clothes to move to storage and summer clothes to fetch, if you can remember which bin in the basement that you’ve put them. You also have that collection of NASCAR souvenirs or another treasured collection, some to showcase and some to store for safekeeping.

The good news is that you no longer have to put it off. By implementing Paper Tiger Online filing system software, you can now de-clutter and feel confident to put things in their own place and be able to find them again when you need them. It will be so worth the time invested to get organized, because you won’t be wasting time afterward with time-consuming searches for needed items.

“How-to” De-clutter

Paper Tiger can be used for paper files, but also for many other physical items. Anything that you can put a number onto, you can index with your filing system software. This is especially important for items that may be kept in more than one location. So, for example, if you are going to keep some collectible items on display and want to store some in your home and others at a rented storage unit, this helps you recall what ended up where. If you manage any kind of online selling of items too, this software is a must have. All those items you keep in your home because you’re afraid that if you put them away, you won’t remember where you put them, can now be stored somewhere else. This will free up so much space in your home and you can have your home back!

So, take one room at a time, and find out what needs sorting, organizing and filing. Then, decide what you would like to keep in the home, what you would like to box up and keep either in the basement, a rented storage unit or some other type of storage space. Then type in the information into the filing system database, indexing or cataloging each item with item name and keywords, including where the item will be stored, and get back to having organized living. Any changes or moves you make to your physical items can also be adjusted in your filing system database, and you’ll always be able to track your items.

After your home is organized, go through your office. Start with the top of your desk. Find a ‘home’ for everything – the right place on your desk for each item that will help you work more efficiently. Take one stack of paper files at a time, and then one drawer at a time, and index the items in your hanging file folders into Paper Tiger’s database.

Don’t feel like you have to ‘get organized’ all in one day! Make a list of each room in the order in which you want to get organized. Then schedule time on your calendar, allotting the amount of time you want to spend for each room. Some rooms, like the garage, might take more than a couple of hours in one day, so schedule a couple of hours in two different days. It might even be helpful to create a plan of action for an area that is too overwhelming – making a list of what items you want to organize first, then second, etc., in a room so that it won’t seem too much at one time.

How many times have you thought, ‘I really need to clean out the garage, but it will take so long, and I have to do this and that, before I tackle that huge job’, and it just never gets done? If you schedule an hour to sort through and organize the sports equipment on one day, then on another day, take an hour to sort through and organize the tools.

How It All Works for Organized Living

A digital filing system that enables you to index physical items, makes it easy to track things. If you had a folder for your car repairs and needed to refer to it, could you be certain you could find it when you needed it? Would you remember if you titled it car, auto, Honda or repairs? Did you put it in a file or is it in that huge stack ‘to be filed’?

By using a digital filing system, you can type in any of those keywords and be able to find it with a quick search in the software database. With the old method, all you had was an alphabetical system, which obviously has worked, as long as you could recall the name you filed it under previously – maybe not as efficient as it could be. Digital filing systems take all the confusion out of the equation, even if more than one person is using the system.

Keeping Up With Paper and Digital Files

Some people are converting their filing systems to a more paperless environment, and Google Docs is great for storing the digital files that are scanned. We recommend using the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now), to connect your Paper Tiger Online account to your Google Docs account. You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.

If you choose to use the combined digital software solution with Paper Tiger Online and Digital Tiger, powered by Google Docs, you will be setting yourself up for organized living so that you can find anything in five seconds or less!


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This article by Meggin McIntosh, “The Ph.D. of Productivity”™ and a Paper Tiger Expert, will help you think through steps to implement a system to get and keep your electronic or digital filing system under control! In addition to Meggin’s tips below that will help you implement a maintainable system on your harddrive, you can also implement the same system in Google Docs through a Google or Gmail account, which will allow you to access your digital files ‘in the cloud’ via the Internet anytime, anywhere. Either way, since some files are not searchable, also think about how you name your digital files. When naming your digital files, type in as many ‘keywords’ in the title as you think you might recall when you need to search for the file again.

Meggin also recommends Paper Tiger. Click here to check out Meggin’s webinar that will help you better understand Paper Tiger Filing System Software for document management to be able to use the software more effectively and see how you can get organized in every area of your life — not just paper filing! Meggin does an awesome job in showing you pictures of all of the different things she has organized and relating those items back to what she has indexed in Paper Tiger.

Emphasis on Excellence

Recently a professor of art history sent me this question:

I came to one of your workshops when I was a visiting professor and found your suggestions very helpful. Now, I’ve moved into a tenure-track position and I have a BIG problem. I have lots and lots of computer-generated data. Some of the files I produce are for research, some are for teaching, some are images I use for teaching (I am an art historian). I start with what I believe is a logical system for filing and then I have a disaster. There are books out there that deal with filing paper, but how do I file computer files and find them again. Any suggestions? I cannot be the only person out there having this problem.

And she certainly isn’t!! Organizing paper files presents its own challenge, but often, even when people have that handled, their digital files may be disorganized. Here are nine productivity tips to help with this situation (which is a common one):

  1. Recognize that creating and maintaining an organized filing system for your digital files requires time and effort. Just as you can’t expect your physical space to organize itself (darn it!), neither can you expect your digital system to magically get itself in order (if only!)
  2. Designate one of your computers as the home. Just as you wear your clothes to work and take them with you on trips (in a variety of suitcases), you know you need to eventually get your clothes back home where you can find them.
  3. You need to get a plan first. Part of the reason things have gotten spread all over the place and not where they need to be is because you didn’t have a plan. Now, however, you know you need one.
  4. Determine an overall file structure or scheme. Think in broad categories first. For example, for professors, their overall work life tends to be divided into three main categories, so you could have the broad categories of teaching, research, and service. Each of these will be its own folder on your hard drive.
  5. Create your new folders and open a window that displays these new folders. Size the window so that it is large enough to see but is not filling your entire screen.
  6. Note: If you don’t have two monitors, this is one of those times when you will wish that you did.
  7. Open a second window with your old file structure in it. You want to be able to see these windows next to each other (or on separate monitors so that you can be dragging and dropping as you reorganize.
  8. Drill down on the folders (folders within folders) that you have created in the past. If you find any folders, files, or documents, that are complete trash, toss them (delete them).
  9. For the folders, files, and documents that you DECIDE to keep, start dragging and dropping them into your new file structure.
  10. Acknowledge that some files and documents are used in multiple categories (e.g., as a professor, your research, teaching, and service are likely to be connected) but make a determination as you are reorganizing your files about where they most closely belong….for now. You do NOT want to have multiple copies of files and folders in the different categories because this will lead to mayhem and never knowing what is most current.

It is likely that this is going to take you several hours. I recommend NOT trying to do this all at once. It’s too exhausting. Work on it for an hour or so one day, make careful note about where you left off, and then take it up again the next day.

This is just one step toward overall peaceful productivity as a professors.

And for scores of Top Ten Productivity Tips for Professors, you’re invited to join others around the globe who subscribe (free) to this or one of the other Top Ten Productivity Tips series (info to be found at):

** http://TopTenProductivityTips.com

(c) 2012 Meggin McIntosh, Ph.D. | The Ph.D. of Productivity(tm) | http://www.meggin.com

About Meggin McIntosh

Meggin McIntosh, Ph.D., “The Ph.D. of Productivity”(tm). Through her company, Emphasis on Excellence, Inc., Meggin McIntosh supports smart people who want to be more productive so that they can consistently keep their emphasis on excellence.

Phone: 775.853.5510

And to keep moving forward on your goals for more peaceful productivity, join others (worldwide) who receive Meggin’s weekly emails, and see what is available for download at no cost at any of MEGGIN’S WEBSITES:

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This article by Sherry Borsheim, a Paper Tiger Expert of International Association of Business Organizing (IABO), gives statistics and many reasons why it would bring a great return on investment to take time out to get organized and de-clutter everything around us!  How much does your stuff or clutter cost you?  Check out Sherry’s Organizing Bootcamps which will give you a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the information and stuff in your life.

Click here to calculate the cost of clutter and disorganization in your office.

Conquer Your Chaos

Why is that we set boundaries around so many areas in our life but let our stuff take over our space and effect our quality of life?  How many times do you trip over the same pile of shoes at the front door day after day or open a closet door and hope that nothing falls on your head?  How much time do you waste looking for your keys every morning or are late for work because you couldn’t find anything to wear that morning?

Time to De-clutter Stuff!

Enough already of the insanity and stress of too much stuff!  How many iPods do you really need?  Stop checking your email all day long.  How many shoes hurt your feet when you wear them?  What clothes sit in your closet that you haven’t worn in the last 18 months?  What about all the books piled on your night stand and the piles of magazines collecting dust.  And how about all those greeting cards, keepsakes and sentimental items.  And what is disorganization costing in your office?

According to an organization study done by Office Depot in 2006:

  • 76% report losing time to disorder
  • 61% claim the biggest frustration with their disorganized environment is that they can’t find what they need quickly
  • 53% live in “controlled chaos” where their desk is a mess but they claim to know where everything is located
  • 51% are concerned about missing important deadlines or appointments
  • 27 percent of professionals said they find it hard to concentrate with messy files around
  • 16% fear of diminishing their reputation
  • 14% lose business opportunities due to disorganization

So why is it that only 22% actually spend the time to organize their desks, physical and electronic files, to increase their productivity every day?  The study goes on to say that only 49% set aside time to organize on a monthly basis and approximately 67% are not sure how to start or maintain their organizing systems.

I’ve gathered some interesting statistics on the cost of clutter and disorganization in time, money and quality of life.  Seriously consider what clutter and chaos is costing you in your home and/or business.  It can be a real eye opener when you calculate the cost associated with your chaos and disorganization.  It opens your eyes to the additional stress you may be putting on yourself and others, or how unproductive you are in your business.  If you’re disorganized it effects your quality of work, your co-workers, your customers and family members.  Disorganization has a ripple effect but often times we don’t slow down to access the real costs.

Clutter really is stuck energy and it stops you from moving forward. Clutter also attracts dust and grime which in turn affects the quality of the air you breath in every day.  The effects of clutter, chaos and disorganization impacts your life and those around you more than you may want to admit.   All good reasons to de-clutter your stuff. Mental clutter is another area that shows up in your physical space.  If you have a cluttered mind, often times, your space is cluttered too.

The good news is you may only need to spend a few days or a few weeks to be more organized and then the quality of your life improves, your productivity soars and new opportunities may even open up for you. 3M survey says that individuals rank ‘getting organized’ in the top 5 items for their New Year’s resolution.  So, how are you doing with your New Year’s Resolutions?  If you need some help, we have many resources, videos, organizing bootcamps and consultants to help you de-clutter your home and office.

Take a few minutes to review the Organizing and Time Management Statistics and check off the ones that apply to you.

Then find your calendar and schedule time to de-clutter stuff in your office and home.  Start with the area that is driving you crazy the most.

De-Clutter and Get Organized


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