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Two
traditions repeat themselves as
the year turns. Making New Year's resolutions. And abandoning
them. If your New Year's resolutions were to get more exercise,
lose weight, or save more money, you'll find no help here.
However, if getting more organized was one of your resolutions
for 2001, you've come to the right place.
"I've got to get more organized"
is one of the most common New Year's resolutions, for good
reason. Disorganization wastes time, and most of us feel
time-crunched as it is. While we've just started the New
Year, is your resolution to get more organized already a
thing of the past? Don't give up on it yet. Most likely,
your resolution didn't stick because it was not specific
enough. I suggest a shift in your thinking from resolutions
to goals. Goals need to be specific, realistic, measurable
and time-sensitive. Most of all they should be achievable.
The first step toward achieving the overall
goal of "getting organized" is to get a clear
picture of what organization means to you. Is it a clutter-free
desk? An end to the piles of paper spilling from desk to
credenza to floor? The ability to find documents when you
need them? Better management of your time so there's some
left for planning, family and personal pursuits? A way of
handling the torrents of e-mail and constant interruptions
that eat away at your time so that by the end of the day
you've fallen farther behind on your priorities?
If your answer is all of the above and you
try to tackle all of those areas at once, you risk a broken
New Year's resolution. You can, however, take some positive,
concrete steps toward addressing one or two of those organizational
issues in the New Year, and benefit with reduced stress
and increased productivity in the months to come. Once you
have achieved your specific goal in one area you can move
from that success to the next.
Here are some organizing and time management
goals for the New Year and tips for succeeding at each goal.
Pick just one area first, and start to change your habits.
Since psychologists say that it takes 21 days to change
a habit, stick with it. Small changes over time will bring
big results.
Organize
Your Work Area. Time spent searching
for things is wasted time - period. When people speak about
getting organized, they are often referring to clutter,
piles of paper, and a messy desk. Even for people who claim
to know where everything is in their cluttered office, clutter
is a distraction. It may annoy colleagues or cause you to
be the butt of good-natured jokes. But it could also be
costly in terms of both reduced billings and overwork, or
worst of all, missing an important deadline.
De-clutter
your desk. Good organization is
the foundation of good time management. A clear desk is
the foundation of productive work because it eliminates
distractions and helps you to focus. If the paper on your
desk resembles layers of geologic time, straighten the piles
first. Sort the paper into groups: action now, action later,
to be filed, to be read and case or project-related. Throw
out what you don't need to keep. Move through the paper
and make rapid decisions. Set aside some time for this and
have your secretary help.
"Process"
your paperwork. If your in-box
has become a storage box, you need a regular system to process
paperwork. Picking up the same piece of paper and repeatedly
returning it to the in-box is non-productive and time-consuming.
So is looking for stuff in stacks. If you put it back in
a pile or in your in-box, you risk overlooking it or missing
an important deadline. Schedule a time each day to review
and make decisions on the next action for each piece of
paper in your in-box. Don't put it back.
Use
the "RAFT" system to
deal with each piece of paper. Refer it - delegate tasks
to others in your office. Act on it - if it can be handled
immediately do it then. If it's for action in the future,
develop an action file. File it - if it's reference material
or related to a specific matter, send it to your filing
system. Finally, Trash it - self-explanatory.
Develop
an action file for work that requires
attention in the future. Many people don't know what to
do with paper that requires future action. Set up a tickler
system that involves a set of file folders labeled 1 through
31 for each day and a set of folders labeled January to
December for each month. When you process your paperwork,
sort papers into the tickler file by the date you intend
to work on them and cross-reference the task in your calendar
and "to do" list. Put longer-term projects in
the monthly folders and sort by date when you reach that
month.
Set
up a filing system. That means
someplace other than the floor. We've all seen offices where
the fire marshal would not have been happy about the clutter
on the floor. Don't allow filing to pile up. Many people
keep papers out in plain view rather than filing them because
they fear that they will never find them again. If that
describes you, work with your staff to develop effective,
user friendly filing categories. Revamp your current system
if it is unworkable. When creating a file name, ask yourself:
"where will I find this document again?" Create
a filing index that lists all categories, subcategories
and file names in your system.
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Create
a reading file. Magazines and
journals often pile up unread. Assuming that you really
don't need to keep these periodicals for posterity, use
the "rip & clip" method. When you process
your mail, go through the table of contents and rip out
the articles that you really want to or need to read and
place them in a reading file. Discard the rest of the magazine.
You will accomplish two things. First, you eliminate the
stacks of unread magazines reminding you of things undone.
Second, if you grab a few articles for inevitable waiting
periods each time you leave the office, you will actually
get more reading accomplished.
Get
rid of old files. It's amazing
how many paper files and computer files we accumulate each
year. Can't fit your hand into your file cabinet? The beginning
of the year is a great time to organize and files. Schedule
a file "clean-out day" to purge or archive old
files. Set up a retention schedule and provide for a document
life cycle. The same goes for computer files - documents
in your hard drive and old e-mails. Organize computer files
to parallel your paper files.
Manage
Your Time. Time management is
really self-management. It is the ways in which you maximize
your use of your available time. Effective time management
starts with good organization and the key to both is planning.
As Christopher Robin explained in Winnie the Pooh, "organizing
is what you do before you do something, so that when you
do it, it won't be all mixed up."
Create
a master plan and write things down.
Spend some time up front to plan the effective use of your
time. Have objectives for what you intend to accomplish.
Create a master list of every case, every project, everything
you have to do. Don't keep things in your head - write them
down. At the end of each week, assess your accomplishments
as well as things undone and make a plan for the following
week keeping in mind pending deadlines.
Schedule
time for priority tasks. We schedule
meetings, appearances, depositions and appointments. We
should also schedule time to work on priority tasks. Review
your calendar on a weekly basis and determine the available
time (the "white space") for actually doing productive
work. Block out these 60-90 minute periods of time in your
calendar (as you would for any other appointment) and make
an appointment with yourself to do concentrated work. I
call these periods of "planned unavailability,"
when you turn off anything that beeps, rings or flashes
so you can focus on the task at hand.
Set
out your priority task for the next day.
Make a plan for the next day before you leave the office
in the evening. Your desk needs maintenance. Take a few
minutes at the end of each day to straighten up loose papers
and clear your desk. Set out the item you intend to work
on the very first thing in the morning in the center of
your desk. This will save time and help you focus on your
priority task - not your clutter - when you arrive in the
morning.
Minimize
interruptions. The greatest time
management tool is focus. Phone calls, e-mails and drop-in
visitors throw us off task. Close your door when you are
working on the scheduled blocks of time for priority tasks.
Absent true crises (i.e., unforeseen events), most things
can wait an hour. We don't answer calls or check e-mails
when we are in meetings or in court; we should give ourselves
the same courtesy when we are focusing on important work.
Don't check e-mail all the time. Schedule several times
during the day to review and respond to e-mails. Likewise,
bunch times to listen to voice mail and return phone calls.
Overcome
procrastination. Putting things
off generally wastes time, causes stress and leads to self-generated
deadline crisis. It wouldn't do much good to make a New
Year's resolution to stop procrastinating, but then never
get around to it. If a project is daunting, break it down
into small chunks and start working on a manageable piece.
Develop an action plan for a larger project and set internal
deadlines for each step leading toward the ultimate due
date.
If your resolution was to get better organized
in 2001, choose one or more of the organizing goals reviewed
above. Attitude is important. Sometimes you don't know how
to go about it. Take a seminar, read a book, consult with
an organized colleague or hire a professional organizer.
Getting organized is not a one-time event.
It's an ongoing process and it requires maintenance. Stick
with it and you'll see how small changes implemented and
practiced in the beginning of the year will improve your
control over your space, time and productivity for the remainder
of the year.
Irwin Karp is an organizing and productivity
consultant with Capital Organizing Solutions in Sacramento.
He helps lawyers get organized and get things done. Irwin
is an attorney, former managing partner of a small environmental
law firm and a member of the Executive Committee of the
State Bar's Law Practice Management and Technology Section.
He is also a member of National Association of Professional
Organizers. Call him at (916) 446-6846 or e-mail him at
ikarp@ns.net.
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