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Get Organized In The Office

Lisa DeVeau, CPO®

PO Box 622, Manlius, NY 13104 Phone: 315.682.6035 www.completelyorganized.com

Fax: 315.282.2800

Introduction to organizing

Organizing is a skill not a gift

Common misconceptions

A place for everything and everything in its place

Getting organized doesn’t have to be an overwhelming chore

Mark Twain’s saying

“The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.”

Self Defeating Behaviors

Perfectionism

Overloading

Excessive Multi-tasking

Procrastination

Procrastination

Types• False belief • Depression• Self control• Unclear expectations• Task related anxieties• Perfectionism• Happy helper• Traveler• Drifter• Fear

What to do about it? Self-talk Timer Recognize trouble areas Rewards Plan time to plan! Use high energy for most undesirable tasks Ask yourself two questions Leverage your talents Indentify your key constraints Put pressure on yourself Motivate yourself into action Do the most difficult task first Single handle every task

Handling Incoming Items

Five Categories

Paper E-mail Voicemail Verbal requests Things you think of that you want to do

Five Decisions

Discard Delegation Act now! Reference file or “home” Act later

Action Center

1-31 file folders Jan – Dec file folders Someday Waiting on response Action forms Casual Read Purchase/Errands

Electronic Organizing

Adapted from The Hamster Revolution by Mike Song, Vicki Halsey and Tim Burress

Email Efficiency

Reduce email volume

Improve email quality

File and find information fast with proper storage using the COTA method

Client/Customers

Outputs

Teams

Admin

COTA Tool

COTA: Electronic Filing

Time Management

Project Management

Project Plan

ESCAPE your disorganization

Evaluate/Analyze

ESCAPE your disorganization

Big Picture

Project Related

Evaluate/Analyze

ESCAPE your disorganization

What do you want to use the space for?

What collects there that you don’t want there?

Where else can you store things?

What works? What doesn’t work?

Evaluate/Analyze

ESCAPE your disorganization

Evaluate/Analyze

Sort

ESCAPE your disorganization

Evaluate/Analyze

Sort

Left to right

Macro first

Micro second

ESCAPE your disorganization

Measure the zone

Measure the space

Make a list

Evaluate/Analyze

Sort

Containerize/Categorize

ESCAPE your disorganization

Apply Labels

Evaluate/Analyze

Sort

Containerize/Categorize

ESCAPE your disorganization

Apply Labels

Permanent labels

Label everything!

Evaluate/Analyze

Sort

Containerize/Categorize

ESCAPE your disorganization

Evaluate/Analyze

Sort

Containerize/Categorize

Apply Labels

Plan Maintenance

ESCAPE your disorganization

Create plans that help you maintain what you have established

Evaluate/Analyze

Sort

Containerize/Categorize

Apply Labels

Plan Maintenance

ESCAPE your disorganization

Evaluate/Analyze

Sort

Containerize/Categorize

Apply Labels

Plan Maintenance

Evolve/Educate

ESCAPE your disorganization Evaluate/Analyze

Sort

Containerize/Categorize

Apply Labels

Plan Maintenance

Evolve/Educate

Change is inevitable!

Productivity ToolsLogmein.comPassword Safe (www.counterpane.com)E-wallet (www.iliumsoft.com)Office OneNoteMind Manager (www.mindjet.com)The Paper tiger (www.thepapertiger.com)Jott.comFree Mind mapping Software (

www.freemind.sourceforge.net)

Find us online at: www.completelyorganized.com

Follow us @LisaDeVeau

Like us Completely Organized, Inc

Read us http://completelyorganized.wordpress.com

Shop us http://astore.amazon.com/organizecny-20

Recommend us LisaDeVeau

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