Do you attend multiple weekly meetings and have trouble finding or organizing the relevant paperwork? Smead has an organizer solution for you. Check out this video clip, filmed at the NAPO National Conference, where I explain how you can Read the rest of this entry »
A client recently contacted me because she was unclear about what paperwork she needed to keep and what she could shred. She had papers spread throughout her office. With information pertaining to numerous investment properties and multiple Read the rest of this entry »
Situation: A very productive and active office with too many books and papers and not enough cabinets, file drawers or shelves.
Challenge: No system was in place for all of the papers to land when they arrived into the home office. Also there was no specific place for them to Read the rest of this entry »
Situation
Client was at the beginning stages of Alzheimer’s. She kept notes hanging up everywhere so she could remember important information. The problem was that she had so much information hanging up that it turned from useful information to overwhelmingly visual clutter. She had not ever used file folders or her file cabinet for years and instead used the floor and counters for paper storage. I think her reasoning again was that being able to see all of her papers would help her remember what she needed to do.
The filing question from yesterday reminds me of another common scenario. I frequently open client file drawers and find manila folders without hanging files. There is a reason that hanging files were invented. For those of you who are not enlisted in this practice, let me provide a few good reasons to use this tool.
1. Hanging file folders keep files from falling together and sliding down into the drawer. Read the rest of this entry »
