Have you ever put a piece of paper aside to work on later yet when you go to pick it up you can’t remember what the next step was?
I know in the past I have done this and I found it very frustrating. Here is a quick trick that is easy to do and effective and I would like to share with you.
When you have an important task to perform with a discrete piece of paper yet need to do it later... place a sticky note on it with the very 'next steps' listed in brief.
It's a good idea to mark down the deadline, what you did last with it, and who or what you need to do next. This way the next time you grab that paper you won’t have to think hard about what you were going to do with it.
So many times we start something yet can’t finish it right then, so we put it aside. The trouble starts when you pick it up again and have to replay events in your head to try and remember why you put it down in the first place or what you needed to do next.
Try this next little technique, it should greatly improve the chances that the next time you grab your paper you will very quickly know what to do and thus save yourself time in investigating or trying to remember what you needed to do.
No matter what kind of paperwork you are holding onto or need to sort through, there really are only three categories that they all fall into...
Action, Reference and Trash.
Action files need to be set up for papers that require immediate action or follow up action. These should be held close at hand on your desk top, in your briefcase or perhaps in a Finger-Ready System at your side.
The next category is Reference files. These are anything that you will hold onto for future reference and include your paid bills, inactive client files, resources, vital records, all the way to your tax archive. Tip: All the various types of 'reference' files have always been part of the FreedomFiler System. The file system that self-purges.
And last, of course, we have Trash. Toss them or shred them as you don't need them.
TIPS: Sort paper over the trash and remember; 'less is better'.
Properly categorizing and sorting paperwork is half the battle, and the ART of filing.
If you have a hard time deciding what to toss or not to toss, contact us. We would be happy to help.