| How to organise your paperwork |
| Invention Development Advice - Business Administration | |||
|
Are you struggling to manage the paper in your work day? Learn a super fast way to sort and organise your paperwork with the four Fs – finish it, forward it, file it or flick it.
Winning the war on paper is all about having a great sorting system to organise your paperwork. This involves making one of four decisions about each piece of paper that’s piling up around you: finish it, forward it, file it or flick it. 1. Finish itThis category is for any work in progress. It includes current things in three main categories: finance, projects and correspondence. Finance covers bills to pay, health insurance claims, unchecked lottery tickets, a tax return in progress and receipts for items to be returned. Projects might be any work to do or creative projects on the go, education or professional development assignments, personal projects and upcoming events. Correspondence will be any forms to fill out, drafts of letters or unwritten birthday cards. 2. Forward it This is for the paperwork that needs to leave your space. It’s paper that doesn’t belong with you any longer. Examples include forms you’ve filled in that need to be sent elsewhere or something you’ve borrowed that needs returning. Anything that is no longer useful to you but that you know requires action or is of value to someone else falls into this category. 3. File itLikely to be the largest pile, this category will contain all the documentation you need to file for future reference. It’s paperwork that you absolutely have to keep. Again, there are key categories like finance, correspondence and information/resources. Finance includes bank statements, paid bills, credit card statements, mortgage or loan information, donation receipts, receipts for major purchases, memberships, insurance paperwork, employment contracts and motor vehicle registration. Correspondence includes letters or faxes you need to keep. And information/resources includes business cards, warranties and equipment manuals, travel information and maps, study materials, creative ideas and professional memorabilia like certificates. 4. Flick itGet rid of it! Toss it out! This will be one of the biggest piles of paperwork and should include anything you’re not sure about. If in doubt, toss it out. If you can replace the paper, for instance a print-out from a website or a brochure for something you might do, get rid of it now. This pile includes unwanted receipts, out-of-date price lists, junk mail, newspapers, information on past events, newsletters and loyalty program brochures, out-of-date information, old cards and letters and excess stationery. |
| < Prev | Next > |
|---|