I am spending this blog week on my first-ever series of articles on the same topic. I implemented a new personal productivity and organization system using Getting Things Done: The Art of Stress-Free Productivity
by David Allen. I have never had more going on in my life, and at the same time I have never been more organized to deal with life. I couldn’t find a way to limit my description of this time management system so I’ve broken it up into 5 smaller posts. This post is part 2, setting up your filing system. Read Step 1 - Benefits before this post, and Organization System Step 3 - Collect Your Entire Life Into One Pile.
Becoming completely organized and present is a dramatic change. Dramatic changes sometimes require dramatic first actions. The organization system I implemented from David Allen requires a bold first step. You need to collect everything in your life, and even more daunting, in your head, and harness it all in one huge pile of stuff to deal with. Before that step can be taken, you have to be setup properly.
Keeping your mind free and clear is the goal. In order to do that, when "stuff" arrives in your inbox, either from the mail, your thoughts, email, wherever, you need to deal with it. Go out and buy a brother labelmaker, a ton of large tabbed manila folders, and a daily planner. I never thought I would be advocating something dorky like a labelmaker, but it makes a huge difference in this process, so do it.
The filing system is crucial. You don't want it to be time-consuming to file something. It needs to be easy to adapt to new folders, re-labeling of items, and anything else that comes up. The filing system that David Allen advocates and I wholeheartedly recommend is to: 1.)Remove all hanging racks and folders so your file drawer is an empty drawer, and 2.)keep all your files alphabetically according to however you remember what it is you are filing. Simple! If you get your cable bill from Comcast, and you think "Cable TV", take your label maker, print out a "Cable TV" label, and put the mail in that folder. If you think "Comcast", print out a "Comcast" label, file it alphabetically according to that. Or if you think "Utility Bill - Cable TV - Comcast", print that out and file it that way. The beauty and effectiveness is in the simplicity. If you suddenly notice that you keep thinking a different way about a folder, you can easily reprint a label and move it to its corresponding alphabetical position. Getting rid of those irritating hanging rods and folders is a God-send also, the files are much easier to access, re-order, and put back.
General Filing System Setup:
- Take your existing file cabinet, remove the hanging rods, folders, and categories.
- Make labels for all folders according to how you remember them.
- Put the folders back into the cabinet according to alphabetical order.
What if you need to remember to look at a bill, piece of mail, reminder to get tickets, or a place to keep airline itineraries that are needed on a specific day? Maybe you have something you want to deal with, such as a flyer for a conference you want to attend, but you just can't spend the time to deal with it for 3 weeks? A quality organization system needs to be able to handle these types of things. These items call for a tickler system.
The setup of a tickler system involves one folder for each month of the year, and one folder for each day of the month. The current month's day is the front folder in the tickler file drawer. After the last day of the month, then the next month's folder, then the day's of the current month that have already passed. After the last of those day's, the following month's folders are in order. When you get something, anything, that you have to deal with on a certain day, you put it in the folder for that day. If the day is more than 31 days out, you put it in the month's folder that the item needs to be dealt with. Even if it is something you don't have to deal with on a certain day, but don't want to think about for 2 weeks, you can put it in a folder that is 2 weeks away and then it is off your mind. At the start of each deay, you open the folder for that day, dump the contents on your desk, move the folder to the next month, and then deal with the items. I have found this to be a big brain reliever! My head is clear of those "things I need to deal with, but not right now" items. And I have place-holders that I can trust for the tasks and papers that I must get to on certain days.
Tickler File Setup:
- Create 31 folders with the numbers 1 to 31 on them.
- Create 12 folders with each month on them.
- Setup the current day as the first folder and the rest of the days of the month following it.
- Put next month's folder after the last day's folder.
- Put the folders of days already passed in the current month, after the next month's folder.
- Put all future months after the last day.
The last set of folders are your project folders. With experience you will be able to determine when you need a project folder. I define project folder need as anything that is ongoing, accessed frequently, and is a hot topic for me. I currently have project folders for my wedding, honeymoon, meditation site, chocolate business, and book. If I come across a cool place in Italy for our honeymoon while reading a magazine, I rip out the page and throw it in the honeymoon folder. No more wondering if I'll remember! Important email instructions concerning my meditation site? Print it out and put it in the meditation site folder.
I have a filing drawer in my desk that I put the projects folders in the front of. Then I put the daily folders. After that I put the monthly folders. The bottom filing drawer is my alphabetical general storage files. I am still amazed at how easy it is to access my files and get to any papers or other rift-raft I might need. I hope you've hung in there and setup your files in this manner. Tomorrow we'll collect everything in your house, desk, and brain so that your entire life can be assessed!!
Go to Organization System Step 3 - Collect Your Life Into One Pile
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