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How to Declutter Your Life
Are you
drowning in clutter? Spending too much time searching for stuff?
Feeling like you're losing control over your work environment? You're not
alone. Most folks wish they could get better organized... but the task seems too daunting. They wonder where they'll find the time to make sense of it all,
and doubt they'll be able to come up with an organizational system they can live
with. Maybe I can help. The system I'll show you here may not be perfect, but it works very well for
me and is easily adaptable to your own personal situation. I'll concentrate
mainly on office issues. You're pretty much on your own when it comes to
organizing your clothes closet, garage, attic, etc. – although I'll point you in
the right direction.
Email as the Center of Your Organizational Universe. For several decades now, people have been talking about the "paperless
office." (It was the topic of last month's Urbach Letter). We're not there yet, but there's positive movement. Email and the web
are the main reasons things are getting better. In the past, the main roadblock
to getting rid of paper was the fact that everything started out on paper – and
had to be laboriously scanned and archived first. Nowadays nearly everything is
on the web. Why keep files of
vendor catalogs, for example, when the latest info is available instantly on
line?
The shift from faxes and letters to email as the preferred
form of business communication is probably the most important driver to the
paperless office. When info originates electronically, why convert it to paper
(i.e. print it) and then file away paper copies? So much better to get organized in
Outlook (or another email program of choice). I'm surprised that most people overlook the organizational
capabilities of their mail programs. They have one giant inbox clogged with
thousands of messages... or at the other extreme, delete everything right after
reading it. So much better to set up virtual file cabinets and drag messages
into the appropriate folder when each one arrives. Key to this is the concept of
hierarchical folders. Something like this (click to enlarge): 
It is worth a bit of your time to develop a smart tree structure
tailored to your personal work environment. Remember, it's easy to change folder names
later, but the key is to start sorting messages as soon as they arrive. It's too hard
(and overwhelming) to go back later and sort after the message is cold. Another big
time-saver is to use "filters" or "rules" to autosort incoming messages based on content or
sender name. Here's how to do it in Outlook and Outlook Express. If you're a road warrior, you can do similar organizational
things on your smartphone. However, storage is limited, so you're probably
better off having your PC or Mac as your main email repository, even if you
access messages on the road. Unfortunately, many smartphones still can't handle attached
files well, and these are often as important to archive as the message itself.
Label Everything. There's a Chinese proverb: "The palest ink is better than the strongest
memory." It's way too easy to forget what's in a box or folder unless it's
well marked. I label *everything* with a Brother
P-Touch label maker. Some people are fine with hand-written labels on
things, but us anal-retentive types prefer the sharp look and readability of Brother labels. The only
slight downside is the cost of the label stock. It runs about half a dollar a
foot. Still… if having everything nicely labeled and findable reduces my stress
and makes me more efficient, I consider it money well spent.
Know Where to Find It. I discovered something quite profound
when I was an engineering student thirty years ago.
As a mechanical engineer, you study how the physical
world works, and there are literally tens of thousands of equations that
describe the physics of the natural and manmade world.
Halfway toward my undergraduate degree, I already owned over a hundred thick
engineering textbooks, each densely populated with complex equations.
Sure, I memorized each chapter's equations for exams, but education "fills a
leaky bucket." (Over time, knowledge slowly leaks out…) However, knowing WHERE to find something is often just as good as
knowing the thing. As long as I understood the concepts, and could quickly look
up a reference, I'd be able to work productively. Same with my current work
life. I've stopped worrying about having everything close at hand, and instead
structured my work environment so that I can quickly find the obscure stuff I
occasionally need to do my job well. That means having a system.
Info Finding System. Here's the core of my system. It's
an information hierarchy:
Visible – Fingertip – Steps Away – Archived
Things I'm working on at the moment remain visible to me.
Whether it's a stack of work papers, a brochure, a shortcut icon on my computer screen, or
whatever, I find value in having current projects "tangibilized." The next click
down the hierarchy are the items that are out of sight but reachable without
leaving my office chair (desk drawers, hanging files, etc.) After I've finished
a project, anything related to it is consolidated and moved to the "steps away"
storage area. In my case, (non-scannable) paper goes in a large file cabinet and dimensional
objects go into labeled boxes that, for now, remain in my immediate work area.
Every so often, I groom through the steps away storage and decide whether to
retain the materials in archived storage or dispose of them. This is often a
hard decision.
TRAF. If you're been exposed to any organizing
conventional wisdom, I'm sure you've been taught the acronym: T.R.A.F. It stands
for Toss, Refer, Act, or File. As you come across work items, you must decide
upon one of four actions: Toss it out, Refer it to somebody else (my favorite),
Act on it immediately, or File it away for future reference. Some people swear
by this system, but for me, it's a goal rather than an absolute. I just
encounter too many in-between items… and you probably do too.
Paper or Electronic? Last month, I went on and on about
how you're better off scanning most new documents that come your way, and then
organizing the resulting electronic files. You may find some of the things in
this article appear contradictory. That's because this is an update to an
article from way back in February of 2003. At that time, I hadn't yet gotten
serious about paper reduction, and presented an elaborate way of storing
documents. I decided to keep that original information intact in this update,
for those readers who wish to remain paper-bound. And besides, there will always
be certain actual documents that you'll want to keep around even if scanned
files are accepted as "original."
What to Keep. I've marked the items you can probably
scan and toss/shred with an (S) in the table below. The others should be scanned and
archived too, but you should keep the originals. (This is NOT a legal or tax
opinion -- consult your advisor for more definitive advice)
How Long Should You Hang on to Stuff?
Documents to Keep for a
Limited Time
- Vehicle titles and registrations: as long
as you own the car or truck
- Check registers and bank statements: 7
years (S)
- Loan papers: 7 years after the loan is
fully paid off (S)
- Mortgage payments: 7 years after property
is sold (S)
- Pay stubs: until W2 is confirmed at year
end (S)
- Property deeds: as long as you own the
property
- Records to support tax returns 7 years
(S)
- Tax returns: 7 years (S)
OK to Toss Immediately
- Credit card statements – unless they
record deductible business expenses
- Expired insurance policies – unless there
is an outstanding claim
- Utility bills – unless needed for tax
deductions
- Warranties, manuals, and receipts for
items you no longer own
Documents to Keep Forever
- Corporate documents related to ownership
- Adoption papers
- Birth and death certificates
- Court orders such as divorce decrees
- Health records
- Marriage certificates
- Military discharge papers
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File Hierarchy: Because TRAF doesn't work that well for
me, I tend to do more paper filing than perhaps I should. At least I have a good
system for it. I've got a file hierarchy, and it looks like this:
Cabinet # – Drawer # – File Section –
Folder

Each free-standing cabinet gets a number and has a broad
category. In the example, cabinet seven is for my corporate records. Each drawer
also gets a number and a specific sub-category. Here, drawer number four holds
tax records. Every drawer is divided into sections, as you see here, different
kinds of tax records, separated by "Pentaflex hanging folder tabs." Finally,
each section is populated by labeled manila folders within the hanging folders –
in this case, one for each tax year.
Deep Storage. There is no sense in putting something in
an unlabeled box. You might as well throw it out. If you have a reason to keep
something in storage, if it's important enough to retain, then you've got to
expend some additional effort to make it findable in some way. Here's how I do
it. First the boxes… just any old box won't do. What you want are "banker's
boxes." I like these from Staples at only a dollar apiece: Cheap Banker's Boxes.The key is uniformity and "label-ability." If you're setting up a good storage
system, you don't do it with cast off liquor boxes. These letter/legal sized
boxes are great for storing non-paper file objects as well. For the occasional
oversize item, you can get a few double-length legal boxes too. The main
drawback to banker's boxes is they're opaque. Therefore, they need good labels.
Good Labels. My banker's box storage system uses Loc 'n Press
Envelopes. These are like clear Ziploc baggies with an adhesive back. You
just peel off the back and stick 'em on the end of your banker's boxes. I
recommend the Model #S-130, which are 6" by 9". Then your box label simply
becomes a letter size piece of paper folded in half and inserted in the Loc ‘n
Press.You
can hand-write the labels with a magic marker if you so desire, but the next
step up in anal-retentiveness is to format them with your word processor and
laser or inkjet print them out. The ultimate level of anal-ness is to have a
Microsoft Access (or equivalent) database listing all of your stored items,
which will auto-magically print 100% accurate labels and enable you to actually
find the thing you're looking for. (Yes, I do this.) The nice thing about using
the Loc ‘n Press envelopes is the ability to easily change labels as your box
contents change.
Even Better: Clear Plastic. I'm a visual person. I
like seeing things even more than reading descriptions. Therefore, I'm a
big fan of clear plastic "Rubbermaid"storage
boxes. Unfortunately, they're not cheap, although the knockoffs for sale at
Target stores are well made and about half the price. These clear plastic boxes
should still be labeled, to provide for both right and left brain identification
of stored contents. I recommend buying many different sizes, from shoe box (great
for pens and other office supplies) to the larger ones suitable for bulky stuff
like bubble wrap.
Clean Desk Versus Messy Desk Philosophy. A lot of people I know subscribe to the messy
desk philosophy at work. Whether they like it that way or not, they're afraid a
clean desk telegraphs the wrong message to their boss. Namely, "I don't have enough work
to keep me busy." To this, I say, "Start looking for a new job." If you don't
already have a great reputation around the office for getting stuff done
quickly, accurately and efficiently, hiding behind a pile of papers won't help
you. Your days are numbered...
Final Words. You've just seen *some*
elements of my personal organizational system, but I don't expect you to adopt
every strategy. Please take whatever bits and pieces you feel might be
appropriate to your own situation, and use them as you see fit. Happy
decluttering!

A Quiet Moment of Gasoline Nostalgia...


Shameless Self-Promotion
About Victor Urbach:
I'm a professional problem-solver. Been doing it for all of my adult life. Built a career and a company around finding solutions to the toughest technical, managerial, and financial problems faced by clients in hundreds of industries. When not working, I spend time with my wonderful wife Deborah and two amazing sons Jourdan and Alec. My interests include photography, working out in the gym, and mountain bicycle riding. I'm a voracious non-fiction reader and also enjoy viewing movies in our home theater. I can often be found in my workshop fixing and building things.
About The Optran Group
I founded my company, The Optran Group (www.optran.com), in the winter of 1990 as a boutique problem-solving shop. In the process of working with over a thousand business-owners over the years, we discovered a huge universal problem that needed solving. The problem: how can someone who owns a business, and depends on that business for financial security, leave their business and still have financial security? There is no simple solution. However, we have terrific resources to assist in solving this complex and sensitive problem. If you own a mature, successful business and have begun to think, "How am I going to get out of this thing while I still have time left to enjoy the next phase of my life?," I invite you to learn about your options. There is never a charge for a consultation, which will be kept strictly confidential.
About Altegis
I'm also a co-founder and principal of Altegis LLC, which has patented a unique financial solution and business process for very large professional partnerships and corporations that enables "rolling succession" exit strategies for senior partners and highly-compensated key executives.
Adminerrata
That's all for now. More next month. In the meantime, please drop me a note with feedback, suggestions, or attaboys. I'm very reachable at
victor@urbachletter.com.
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Cool Thing of the Month

Fitness Caddy
The Fitness Caddy will not only hold your big (1.5L) water bottle, it'll organize all the essential stuff you'll need by your side in the gym. In addition to a big towel holder ring, it has a flapped, velcro-secured pocket in front to hold your membership card, driver's license, money, etc. (so you won't need to schlep around your bulky wallet), an expandable back pocket for cell phone, iPod, or eyeglasses, and a carabiner clip for your keys. Cleverly designed and nicely made, the Fitness Caddy is available from BVT Products for $19.95 plus $4.95 s/h. If you're a golfer, check out the Golfing Caddy. It's the same price but made to clip to your golf bag and comes with a microfiber ball/club cleaning towel and a water bottle cooling sleeve.
Great Plate
click to enlarge
Thanks. Wouldn't Have Figured it Out on My Own.

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The C List
Caffeine: One of the four basic food groups.
Calendar: An attempt, underwritten by the principal religions, to make the heavenly bodies keep regular hours.
Callous: Gifted with great fortitude to bear the evils afflicting another.
Calorie: Basic measure of the amount of rationalization offered by the average individual prior to taking a second helping of a particular food.
Calories: Weight lifters.
Campaign: A form of courtship in which rival suitors vie for the hand of a woman who has been wooed, won and abandoned countless times before.
Campers: Nature's way of feeding mosquitoes.
Candidate: A person who asks for money from the wealthy and votes from the poor to protect them from each other.
Cannibal: One who is fed up with people.
Carbage: The trash found in your automobile.
Cardiology: The study of poker playing.
Carpet: 1. A floor covering that is bought by the yard and worn by the foot; 2. A dog or cat who enjoys riding in a car; 3. Expensive floor covering used to catch spills and clean mud off shoes.
Castrate: 1. Market price for setting a fracture; 2. Hotel room cost for actors.
Cavity: Empty space ready to be stuffed with dentist's bills.
Celebutard: A not very bright celebrity. Frequently used to describe Paris Hilton & Britney Spears.
Celibate: An old refrain.
Censor: A person who sticks his No's into other people's business.
Centenarian: A person who has lived to be one hundred years old. He never smoked or he smoked all his life. He drank whiskey for eighty years or he never touched it. He was a vegetarian or he wasn't a vegetarian. Follow these rules carefully and you too can be a centenarian.
Center Of Mass: The Priest.
Chaperone: One who is too old to get into the game, but still tries to intercept the passes.
Character: 1. That which one is called if one doesn't have any; 2. What a man is in the dark; 3. What you have left when you've lost everything you can lose.
Charm: 1. The ability to make someone think that both of you are wonderful; 2. That indefinable something possessed by girls with stunning figures; 3. What one is told he has until he begins to rely on it.
Cheese: Milk's leap toward immortality.
Chickens: The only animals you eat before they are born and after they are dead.
Childhood: 1. A happy period when nightmares occur only during sleep; 2. A wonderful time of life when all you need do to lose weight is to take a bath.
Click for the C List Part 2
Baby Care Tips

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Dog Dish

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