Office Zone Organization

It’s a new year for organizing. I always like to start my home organization projects in my office. This month I will touch everything in my office and make decisions about what stays in this office, what goes away, what stays but is stored elsewhere in  my home.

Over the past year, my office has gotten overcrowded and cluttered. I have materials I have brought in from conferences and workshops, new organizing books, files for new clients and contacts, business receipts, and more. Now is the logical time to organize and clear out areas to make room for new growth and to give me room to breathe and flourish.

First, I check in with my vision of my office. Over this past year, I have lightened up the feeling. My walls are now a pale yellow. A blue Pete the Cat picture hangs on my wall. I want my office to feel light and welcoming.

I look at where papers tend to stack up. My project bins are overflowing. I need to assess what is still valid, let some projects go, file some as complete, and organize what is current. My business paperwork for last year should now get bundled and set aside for tax purposes. My client files are updated, with non-active files put in an archival location. My contact files are also updated.

I update my vision board and clear the clutter from my shelves. If I don’t love looking at something, or if I no longer need something – out it goes.

By the end of the month, I will reward myself with fresh flowers on my desk. The office is now ready for just regular maintenance for another year.

 
Jonda S. Beattie

Professional Organizer

OMG! Who trashed my office?

 
You look at your office and wonder if someone has trashed it! The you realize it’s just that you have let stuff pile up for weeks and not taken the time  to do your due diligence maintenance. You have riffled through stacks of papers looking for that one you know you printed out a  couple of weeks ago – then you give up, dig back through your emails (which also need cleaning up) and find the form again and reprint it. While looking through stacks of folders, you have put some of them in a stack on the floor. Your clipboard is under the bench. Your shoes that you kicked off last night are under your desk – wait – make that 2 pairs of shoes.
 
Just imagine what your kitchen would look like if you went weeks without any clean up! Like any other area in  your home or business, your office needs regular maintenance.
 
I have found that checklists help. Below is one that I have developed for my office:
 
Daily
  • Clear desk 
  • File papers
  • Update calendar
  • Lay out first project for tomorrow
Weekly
  • Check over projects – update timeline
  • Move forward on calendar uncompleted tasks
  • Set up basic calendar for upcoming week
  • Check all action files
  • Enter information into QuickBooks
Monthly
  • Reconcile bank statement
  • Print out monthly goal sheet and contact sheet
  • Tally work completed and align with goals
  • Check budget
Yearly
  • Revisit vision for office
  • Clear out all files
  • Deep cleaning of all areas
  • Reconfigure office to meet new vision
Now the final step is scheduling these tasks onto my calendar.
 
 

Jonda S. Beattie

Professional Organizer