Tackling Paper Clutter

This morning I am catching up on some of my own paper clutter using these techniques, originally posted in September 2012. 

Speaking at Multiple Births Canada National Conference, Oct. 2011

Since founding Simply Organized Life in 2005, the question I am most asked is "What to do with all those pesky paper piles?"

After a busy summer filled with lots of activities outside the home, I found myself with some sizable paper piles in my office. I made the piles go away and am only left with my current project folders on my desk. Here's what I did: 

1) Set Aside the Time

Being a professional organizer, I know how to handle paperwork and (gasp) actually enjoy it. However, several rounds of house guests and our busy summer schedule kept me away from my home office where the paper piled up. At the first opportunity, I scheduled time in my calendar to deal with the paper on my desk. 

2) Just Do It

Paper piles can be pretty intimidating. It is much easier (and more fun) to check your e-mail, surf Facebook or do just about anything other than sorting through the papers. What I find works for me is to set a timer for a short amount of time (say 15 minutes) and just starting dealing with the paper pile top down. If a bill appears, I pay it. If project papers appear, I schedule time in my calendar or create a project file. Most people can handle those types of action papers, but what about those pesky papers that you *might* need to refer to in the future? 

3) Put it Away 

Everyone needs a system for those little bits of paper that we want to refer to in the future. The thing is that if we cannot retrieve those papers when we need them, what is the point of keeping them? 

I utilize a combination of paper files, like the family binder I referred to in my "Get Organized for Back to School" post, and am slowly shifting to a paperless system for other things. For my children's artwork I either take a photograph or scan the items. These things are stored by month and year with our digital photos. For other things, like interesting magazine articles or websites, I scan and save to Evernote, which I can then search at a later date.  

Source:  www.evernote.com

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Carolyn will be presenting "Spring Clean Your Clutter" at Ann Arbor Rec & Ed. on May 10, 2013. Register now with Ann Arbor Rec & Ed. Please note that Carolyn was not compensated by any vendors for this blog post. 

Planning and Organizing Vacation Time

Photo Credit: Carolyn Anderson-Fermann

Most of us look forward to vacation time as a special time to explore new things and be with family. If we are not careful, planning and organizing a vacation can take on a life of its own. 

Here are some quick tips to help you plan and organize your limited vacation time:

1) Pull Out the Calendar

Take out your calendar (be it paper or electronic) and map out your vacation time, taking note of major holidays like Memorial Day and the 4th of July. If you have school age children, now is the time to figure out if your kids will attend some sort of summer camp. Many summer camps have already opened enrollment. 

2) Gather Information in One Place

Before you end up with one more paper pile, now is the time to set up a system for vacation related documents and articles. If you prefer paper, this can be a simple folder, hanging file or a three ring binder.

If you are trying to limit the paper in your life, an electronic application such as Evernote is a great repository for information. I started using Evernote over a year ago and find it really useful to scan in articles on places of interest. In planning our trip to Florida last year, I set up several notes in Evernote; including a packing list, theme park tips and links to recommended restaurants. This was much easier than lugging around a guidebook. 

3) Set a Budget and Start Booking

It is a fact of life that our vacation plans are limited by time and by money. Now is the time to set a vacation budget, start saving and start booking for the best rates. 

If you need a little extra help planning your time, please contact Carolyn to schedule a complementary telephone consultation and be your best in 2013. 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Do you need to conquer the clutter in your closet? Carolyn will be presenting "Conquer Your Closet" through Ann Arbor Rec and Ed on Friday, March 15, 2013. Register with Ann Arbor Rec and Ed. 

Organizing Your Tax Papers

Tax time (and maybe spring) is right around the corner.

It is that time of year again, that many dread....tax time! 

This year you have until April 15, 2013 to file your taxes in the United States. Let's make 2013 the year that you do not have to file an extension.

For easy organizing of tax related paperwork, I recommend three basic files:

1) Annual Tax File

This can be as simple as a box or hanging file folder labeled "2012 Taxes". Employers and financial institutions are required to send financial statements (such as W2s and 1099s) by January 31st, while brokerage houses have a later deadline. While you are at it, make a file for 2013 as well, so you can place items inside (such as donation or property tax receipts) as they occur throughout the year.

2) Flexible Spending Account File

If you do not participate in a Flexible Spending Account (FSA) or similar program with your employer, skip ahead to item number 3. If you do participate in an FSA, be sure to organize and submit all of your claims before the grace period (typically 2.5 months) ends for your plan. This will prevent you from losing your pretax funds contributed to the account. 

3) Medical Expense File

This can be the most complex of the three tax files listed here, particularly if you have enough medical expenses to deduct from your taxes. There are many ways to organize a medical expense file. A three ring binder for each family member, organized by service date (i.e. the date you went to the doctor) is generally the easiest way. You can tally out of pocket expenses on paper in each binder or create an expense category using a computerized tool such as Microsoft Excel or Quicken.

If you have specific questions regarding taxes, always consult with a tax expert, such as a CPA. 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Do you need to conquer the clutter in your closet? Carolyn will be presenting "Conquer Your Closet" through Ann Arbor Rec and Ed on Friday, March 15, 2013. Register with Ann Arbor Rec and Ed. 

Organize Paper Clutter

Who among us does not struggle to keep on top of paper clutter? An IDC survey from 2007 discovered that 95% of all information is still processed in paper form; with 45 sheets of paper being printed on average each day per employee (source: www.napo.net). 

It takes a great deal of determination and a few simple habits to conquer paper clutter at home and at work. Here are your new habits to implement:

1) Sort Daily

Take 5 to 10 minutes every day to sort through any paper that has come into your space. In the workplace, I recommend doing this at a set interval such as first thing in the morning, at lunch time or in your last hour at work. At home, I like to sort through the mail and the kids papers around dinner time. The idea here is to eliminate all the unnecessary items (i.e. junk) and deal with anything that takes two minutes or less. 

2) File Immediately

If your sort has resulted in items to file, such as monthly statements, go ahead and file those items immediately. This should take two minutes or less if you have the files set up already. If you do not have files set up, setting up a file should be part of your next habit, act weekly.

3) Act Weekly

This habit is primarily for the home, as work items will typically need to be acted upon according to deadline and priority. Set aside 30 minutes to 1 hour at least once a week to work on and eliminate your action items. If your schedule is flexible, you might opt for 15 minutes several times a week. Your action time might include paying bills, sending an RSVP or setting up files. 

If you need a little extra help getting a hold on paper clutter, please contact Carolyn to schedule a complementary telephone consultation and be your best in 2013. 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Would you like to learn how to keep your family organized? Carolyn will be presenting "Organize Your Family" through Ann Arbor Rec and Ed on Friday, February 8, 2013. Register with Ann Arbor Rec and Ed. 

Organizing Mish Mash

Carolyn Presenting at Hebrew Day School of Ann Arbor

Today's title is a bit of an oxymoron, but perfectly suits what I have been up to the last few weeks and why I missed posting to the blog in October 2012. 

Here's what has kept me busy in the last month and a half. I have included some tips for you to conquer your own organizing mish mash. 

Meeting with Clients:

Since founding Simply Organized Life in 2005, I always expect the month of September to be really busy with clients whose children are back in school. Realistically speaking, it takes folks a good month to get back into their new routines. Be aware of this trend when starting any new routine. 

As for the work accomplished with clients, we cleared out a long abandoned storage area, revamped a guest room full of clutter, tackled a shared girls' room and conquered lots of paper clutter. I also had the pleasure of visiting a client who hired me over a year ago as a consultant on her office remodel--before any demolition took place. The results were amazing!

Seminars and a New Product:

Preparing for and presenting several seminars also kept me busy this fall. My first on-line webinar titled "Tame the Paper Monster" took me outside of my comfort zone. In addition, I developed a unique routine worksheet for purchase and download on-line. For a replay of the webinar and to purchase the routine worksheet click here. 

On a Personal Note:

My life outside of Simply Organized Life is busy too. In October I chaperoned two field trips, one for each of my children. I have also been clearing some of my own clutter. My kids' art clutter all over the kitchen counter started to drive me crazy, so I cleared out two drawers in my kitchen for  their supplies. Habitat for Humanity's ReStore and Purple Heart came to take away some items  we no longer need. I organized my medicine cabinet, taking the expired items to our local pharmacy and went through my cleaning supplies. My unneeded cleaning supplies need to be taken to  the local home toxins collection center. 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Carolyn will be presenting the hands on workshop "Tame the Paper Monster" at Ann Arbor Rec & Ed on December 7, 2012. Register with Ann Arbor Rec & Ed and bring your paper piles. 

Pesky Paper Clutter

Speaking at Multiple Births Canada National Conference, Oct. 2011

Since founding Simply Organized Life in 2005, the question I am most asked is "What to do with all those pesky paper piles?"

After a busy summer filled with lots of activities outside the home, I found myself with some sizable paper piles in my office. I made the piles go away and am only left with my current project folders on my desk. Here's what I did: 

1) Set Aside the Time

Being a professional organizer, I know how to handle paperwork and (gasp) actually enjoy it. However, several rounds of house guests and our busy summer schedule kept me away from my home office where the paper piled up. At the first opportunity, I scheduled time in my calendar to deal with the paper on my desk. 

2) Just Do It

Paper piles can be pretty intimidating. It is much easier (and more fun) to check your e-mail, surf Facebook or do just about anything other than sorting through the papers. What I find works for me is to set a timer for a short amount of time (say 15 minutes) and just starting dealing with the paper pile top down. If a bill appears, I pay it. If project papers appear, I schedule time in my calendar or create a project file. Most people can handle those types of action papers, but what about those pesky papers that you *might* need to refer to in the future? 

3) Put it Away 

Everyone needs a system for those little bits of paper that we want to refer to in the future. The thing is that if we cannot retrieve those papers when we need them, what is the point of keeping them? 

I utilize a combination of paper files, like the family binder I referred to in my "Get Organized for Back to School" post, and am slowly shifting to a paperless system for other things. For my children's artwork I either take a photograph or scan the items. These things are stored by month and year with our digital photos. For other things, like interesting magazine articles or websites, I scan and save to Evernote, which I can then search at a later date.  

Source:  www.evernote.com

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. Carolyn will be presenting "5 Habits for an Organized Office" at Ann Arbor Rec & Ed. on October 12, 2012. Register now with Ann Arbor Rec & Ed. Please note that Carolyn was not compensated by any vendors for this blog post. 

Storing Manuals

Photo Source: Carolyn Anderson-Fermann

When it comes to getting and staying organized there are no hard and fast rules. 

Take today's subject of storing manuals: you can store manuals with the product, in a box or in a file folder. These are just three options and they are all correct. 

And, if you want to think out of the box completely, who says you even have to keep a paper manual? Some new products, such as the iPhone or Kindle e-reader, do not even come with a manual. It is all on-line if you need it. 

The important thing to remember when storing manuals, particularly for big ticket items, is retrieval. Will you be able to find what you want, when you need it? 

While it was not very fun at the time, I recently had a great opportunity to test my method for storing manuals. In February of 2008, I wrote a blog post about storing the manuals for our home water pump and tank. The photo above shows the water tank for our home and the manuals in a plastic sleeve taped to the wall. 

A couple of weeks ago, my family awoke to no water. It was a good thing that I had the manuals for the pump and tank taped to the basement wall. The manuals included the following information: the well company's contact information, installation dates and warranties for each item. 

It turned out that our tank had failed and was still under warranty. Our water was running again by 10:30 a.m. that morning. 

The thing about being organized is that it makes our busy lives just a little bit easier. Are you tired of living in clutter and chaos? Of not finding what you need when you need it? Let me guide you on what I like to call your "organizing journey". 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. To receive a free copy of Carolyn's "Secrets of a Simply Organized Life"and a monthly subscription to the e-newsletter "Your Simply Organized Life" sign up here. 

Organizing Your Tax Papers

It is that time of year again, that many dread....tax time!

This year you have until April 17, 2012 to file your taxes in the United States. With an extra day in February (yes, it is a leap year!) and two extra days in April, let's make 2012 the year that you do not have to file an extension.

For easy organizing of tax related paperwork, I recommend three basic files:

1) Annual Tax File

This can be as simple as a box or hanging file folder labeled "2011 Taxes". Employers and financial institutions are required to send financial statements (such as W2s and 1099s) by January 31st. While you are at it, make a file for 2012 as well, so you can place items inside (such as donation or property tax receipts) as they occur throughout the year.

2) Flexible Spending Account File

If you do not participate in a Flexible Spending Account (FSA) or similar program with your employer, skip ahead to item number 3. If you do participate in an FSA, be sure to organize and submit all of your claims before the grace period (typically 2.5 months) ends for your plan. This will prevent you from losing your pretax funds contributed to the account. 

3) Medical Expense File

This can be the most complex of the three tax files listed here, particularly if you have enough medical expenses to deduct from your taxes. There are many ways to organize a medical expense file. A three ring binder for each family member, organized by service date (i.e. the date you went to the doctor) is generally the easiest way. You can tally out of pocket expenses on paper in each binder or create an expense category using a computerized tool such as Microsoft Excel or Quicken.

If you have specific questions regarding taxes, always consult with a tax expert, such as a CPA. 

Carolyn Anderson-Fermann is a public speaker, organizing expert and founder of Simply Organized Life. On Friday, March 2, 2012 Carolyn will be presenting "Secrets of a Simply Organized Life" with Ann Arbor Rec & Ed. There is a $25 fee for this public event. Register with Ann Arbor Rec & Ed. 

October Seminars

October will be a busy month for me with three seminars, including my first "international" seminar in Windsor, Ontario, Canada! Carolyn will be traveling to Canada on Saturday, October 15th to present "The Best Organizing Tips for Busy Families" at the 33rd Annual Multiple Births Canada National Conference. Parents of multiples certainly need all the help they can get. On Monday, October 17, 2011 Carolyn will be presenting "Organizing Tips for Small Business Owners" at the Women Making Connections Fall Empowering Conference in Ann Arbor, Michigan. Come out, network with wonderful women business owners and learn practical tips for making the most of your time. Register now to join Carolyn on Friday, October 28, 2011 for "Five Habits of an Organized Office" with Ann Arbor Rec & Ed. If you have an office at work, at home or on the road this seminar is for you. Learn five simple habits to keep your office organized for optimal efficiency. Do you need an organized speaker for your event? Carolyn has availability from November 2011. Give me a call at 734-646-4177 to learn more.

Free Shredding on October 2, 2010

De-clutter with Recycle Ann Arbor this Saturday

Citizens and businesses are invited to bring up to 100 pounds (three banker boxes) of papers per vehicle to shred at no charge at the Recycle Ann Arbor Drop Off Station, 2950 E. Ellsworth Road on Saturday, October 2nd, between 9 a.m. and 2 p.m.

All papers will be recycled. Consumers are encouraged to bring their sensitive information to be shredded, including confidential documents, check stubs, bank statements, credit card offers, and old tax records.

The event is hosted by Washtenaw County and made possible by the generous donation of staffing and mobile shredding trucks from Allshred, a Toledo-based recycling company.

There will be a $3 charge for additional boxes of papers; however large quantities of papers will not be able to be handled at this public event. For more information, read the press release on Recycle Ann Arbor's website.

To learn about recycling and shredding events in your community, click on Earth911.

Free Shredding Event

In an effort to help protect members from identity fraud, the University of Michigan Credit Union is hosting a free shredding day on Saturday, July 24, 2010, from 9 a.m. to 2 p.m. Not only is this a great opportunity to ensure that personal information is recycled safely and securely, but it also affords you with an excellent excuse to de-clutter your filing cabinets or home office.

The event will be held at the credit union branch at 4440 Jackson Road, Ann Arbor, Michigan. Members are allowed up to six bags of papers to be shredded on site. For more information please visit the UM Credit Union's website.

Submitted by Ms. Emily Everard, UM Student

Organizing Medical Paperwork

Today one of my children went to the dentist for the first time. Thanks to Dr. Rice, Mickey, Kathy and Pam for making it such a wonderful experience for both of us!



Along with a visit to the dentist or doctor comes paperwork and sometimes lots of it! Here's what I do to organize the medical paperwork for my family:



1) Each family member has a three ring binder with their name on the spine. Mine is titled "Carolyn Health Care" and is stored alongside my husband's and children's binders.


2) We are basically healthy so one binder is sufficient for our medical, dental and vision records. I like to use Avery's write-on dividers that can be erased and reused, but you can use whatever you have on hand. Here are a couple of photos of my child's binder.


If you visit multiple doctor's or have a lot of medical paperwork, you might need several divider tabs or a binder for each doctor.


3) I organize the papers in reverse chronological order according to the date of the office visit with the dates highlighted in yellow. Sometimes the insurance companies will send explanation of benefit (EOB) paperwork with several visits on one sheet. In that case, I just take a copy or make a note of the coverage on the medical provider's paperwork.

Organizing Recipes

In the August edition of my monthly e-newsletter, Your Simply Organized Life (click here to sign up), I will answer a reader question regarding organizing recipes torn from magazines or newspapers.

Here is how I like to organize recipes in my own household. I have a simple one inch binder (shown below) for all the recipes I collect. This limits me from collecting too many that we may never try. If something isn't to our tastes, it gets recycled to allow room for another recipe.

Inside of the binder (see below) each recipe is housed in a plastic sheet. This is great when things get messy or the recipes are not quite the right size. I find this solution to be simple, easy and inexpensive.

Book Review

David Allen's 2001 Bestseller: Getting Things Done

This book has been on my reading list for a long time now. As I mentioned in my May 2009 Newsletter, Your Simply Organized Life, I finally figured out how to use my local library's on-line catalog to put books on hold and work my way through my "Books to Read" list. This is working great for me and it doesn't cost me a dime. Now if I could only read books faster than they appear on my list.

Getting Things Done, or GTD as it is commonly referred to is chock full of tips for organizing your time and your stuff. Overall, I learned some new things and felt the time spent reading GTD worth it; but did find it to be somewhat of a slow read.

What I like about GTD is that it incorporates tips not only for one's work (corporate) life, but also for your personal life. Some of systems David Allen recommends seem confusing and cumbersome (even for a professional organizer!). But there are some great tips to be had from this book. My favorite from page 99 "Keep the Drawer Less Than 3/4 Full" can be applied to organizing almost any physical space.

August Shredding Event

Last week The Ann Arbor News reported that Recycle Ann Arbor's recent free shredding event was met with such success that it will be repeated for the third time in early August. Watch this blog and my monthly newsletter, Your Simply Organized Life, for updates.

Discounted Office Products

Approximately 90% of my clients do not need to purchase any organizing products when working with me, but for the remaining 10% I try to recommend products that will truly meet their needs. I should note that I am not affiliated with any products, so there is no conflict of interest.

A fellow organizer in New Jersey brought to my attention this week that Ultimate Office is going out of business. This is a shame, as their products seemed to be of high quality and were truly unique. Hopefully another company will fill the void as many of these products cannot be found at Staples or Office Depot.

Organized Gift Wrapping

This afternoon I took a few minutes to wrap two Christmas gifts (shown at right). These are the first of just a few gifts that I will purchase or assemble for the holiday.

I must be honest that I do not really enjoy wrapping gifts and am not particularly good at it, but I do think my tips can help the average person keep their wrapping supplies organized and at hand when they need them.

My strategy at Christmas (and for birthdays) is to buy one jumbo roll of a seasonal pattern that will work for just about everybody. This avoids the clutter of multiple rolls of leftover wrap for the remaining 11 months of the year. If this is too boring for you, you can purchase one pattern for each family member.

For all those odd ball shaped gifts (and for giving gifts while traveling), I use gift bags that I occasionally buy but in most cases I just reuse the ones I have received in good shape. The red bag in the photo contains my gift bags and tissue paper. I also like to reuse ribbons, bows and tissue paper. I keep those items in the tall bag, but as I use it up I will eliminate the tall bag and combine those items with the gift bags. All of my wrapping supplies are stored together in the corner of a closet.

If I lived closer to Royal Oak, Michigan (and if her services were affordable) I would probably give up the gift wrap altogether and use Lisa's Gift Wrappers. Lisa also has a blog with many for tips for gift wrapping.

Free Shredding Event

As a Washtenaw County Waste Knot Partner, I recently received notification of a free shredding event to be held next week in Ann Arbor, Michigan. Here are the details:

There is a FREE Paper Shredding Event taking place at the Drop-Off Station in Ann Arbor on October 17-18, 9:30AM-4:30PM. This event is open to all Washtenaw County residents AND businesses. There is a limit of 100 lbs per customer, but if you have more than this amount you may call the Drop-Off Station (734.971.7400) before the event to make special arrangements. Please see the attached press release for more information.

This event is sponsored by Recycle Ann Arbor.

Community Shred in Ypsi

This is quite short notice, but I just saw an ad in The Ann Arbor News for a community shred day tomorrow (July 26, 2008 from 9 a.m. to 1 p.m.) at the Ypsilanti Area Federal Credit Union. This might be of interest to my readers. For more information click here.

Tax Records

Hands down, the number one question I hear from seminar attendees is "What paperwork can I keep and what can I throw away?" I am always very reluctant to answer this question, as it really varies on the individual's situation. In addition, I am not a CPA (Certified Public Accountant) or an attorney.

Ann Arbor based CPA, Ms. Holly Hall Polopolos, addressed the issue of tax records in her April 2008 e-newsletter. I hope my readers will find her information useful.