Household Filing Made Easy | Mark Thompson | Skillshare

Household Filing Made Easy

Mark Thompson, Information Doctor

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7 Lessons (14m)
    • 1. New Household Filing Approach

      1:39
    • 2. Filing Barriers & Attitudes

      2:01
    • 3. Powtoon of Household Filing

      1:44
    • 4. Taking on the New Approach

      3:28
    • 5. Explanation of Class Project

      1:28
    • 6. Demo of Approach

      2:23
    • 7. Conclusions

      0:52

About This Class

Do you have trouble finding receipts, letters, contracts, and manuals among your files?  Have you just given up trying to organize it all?  Let me help you start over!  Yes, with this simple approach, you can take the files on hand and make them accessible.  

Please join me to apply my Find & Learn methods to an important home application.  Review the approach and view a simple animation of how it works.  It might put a smile on your face!

Transcripts

1. New Household Filing Approach: Hello. This is Mark Thompson, longtime librarian and author of Skill Share. Webinars. This will be on our covers the help you'll need to organize your household files. Many of us have files that are scattered in her house, and we can't find things when we need him. That's the purpose of this study. How do we organize? How can we benefit from once the system is set up will be easy maintained. What used to take you hours can now just take a few minutes. This approach is not involved. It's a design for an easy launch to get you going step by step. So you see progress so need to dive into, ah, been of files, but we still have to overcome a few attitude barriers. Yes, we don't get started because we really have too much to tackle. Some of us feel we're not good at paperwork, just don't have the time or someone else used to do it. And now it's my turn. If your system isn't working, if you can't find things when you need him. If you make decisions without, you'll be suffering from spending too much time on your work and even losing money because you can't find that warranty 2. Filing Barriers & Attitudes: Okay. Now, thinking about your filing system when the papers you have, how big is a problem? Do you really have? If you could pull all the files from just this last year this last 12 months, how much room would they take up? Would it be a shoe box, a suitcase, maybe even a trunk of files? Most people say yes if it's the back of a pickup truck. All right, then we have some work to do. Remember this just for this year? And of course, no one really is gonna fill swimming pool except for a large company. So don't worry so much about volume. It's gonna take a lot less than you think. There's only so much paper and so many files, and you can do it by yourself. We just have to get started. If you think you're no good at paperwork, give it a try that's only really handling some. Glancing at a paper alphabetize ing. It may be writing a few labels, keeping up with the envelopes and opening them again once you're organized. Once you started, you'll find it's a lot easier. It's almost relaxing as you might find folding towels or washing dishes and time? No, not really. I've clocked myself and others. We take this in batches. When we piece it along the week, a month, a year. There is not much time I said 15 minutes of a session, and that's really all I need. It's amazing how fast it goes. And once you're looking at the files, you might even want to spend some time in that particular vendor or that issue. It could be satisfying. 3. Powtoon of Household Filing: 4. Taking on the New Approach: Okay, so let's begin. Do the 1st 2 steps. Two items rather of step one on the next slide right after you see this line. That's right. Right now. That way you'll get started and you have committed to this process and benefit from following along. You'll find that nothing ever again will come into your house unless it goes to this new staging area. She have everything under control. Or let's look at this. We're working this effort by starting over, So pretend you just started the household. This year, you're gonna work with just the files from this calendar year. Use the spare bedroom, the bed there on the table, the desk and put out small boxes or folders to fill. You're gonna be feeling these with the items that you've just collected. Gather whatever you can wherever you've placed him. This year's bills, receipts, notices, forms, whatever you normally would want to try to find again. And you must store like I rest forms. All right, I'll wait for you as you go. Do it. Pause and then continue with these slides. Okay, Congratulations. You finished Step one. And now have that desk filled with the files from this year, and now you can practice your organizing skills so you dumped the backs on the table and sorting. But how are we going to sort short in two ways by the issuing company or agency like Verizon, Like the name of your doctor and this is the person usually sent you the bill. The other organizing principle is by type of expenditure. When you do a lot of spending for, like, eating out or clothing or garden tools whatever you need to keep track of. Certainly for car repairs, you would keep a file for automotive expenses. So as you go through these used to empty boxes and files to place these papers in there, don't worry about getting a right at first. I've often done this. Why? I said the files. Look at it. See how much material have for something I start over. I saw divided. You find that anything new should be able to fit in the category. If it doesn't, then you can adjust the category. Think about the file names, make a list of them. If they don't work, change them. They have to make sense to you. That's why I'm not prescribing any particular nomenclature or categories because you're the one that will be using them once this whole process is finished. And since it's only material for the last few months of this year or the whole year, you can go back because the process that might be pulling files from various locations putting him in their appropriate category, you could take items from the company, the spending category. Place him into the new folders. You could have separate folders by year if you want, and some topics will become larger over time. We want to subdivide it, have the hanging folder in a file and have file folders for the sub kind of. 5. Explanation of Class Project: okay for your class project, we're gonna take the same approach. Uh, so answer these questions. Where is the place? The staging area for collecting the files. After you finished pulling all your current your files gathering. The new UN filed on, opened or opened. How much is it? Think back to the pictures. We showed you a shoe box. Suitcase trunkful and begin to sort these items. Give this example of the 1st 3 names in your list of categories. Then please post your answers after viewing others in your results. After finishing your project, come back to the class. How did it all turn out? What did you learn from responses from the other class participants? But the end of this straightforward exercise you should be a lot better at organizing your files. I wish you the very best in doing that. Thanks for joining the effort. Let us know of your successes and see the next video which will cover creating online accounts. Thanks 6. Demo of Approach: Okay, now we have the demonstration that will really to your class project for my demonstration. I'm gonna organize my CD collection Something a little different, but we'll give you a good perspective on my approach. So let's watch this video to see the situation that I was faced with. We had to do some work in our living room, so I had to reorganize the CD collection so we could play it on our stereo. We had to pull the furniture on the cabinet. As you can see, the floor on the wall are blank. And all the CDs air sitting in my basement, all the CDs piled up from the previous shells. They weren't really all that organized. And now I just pulled him down and boxes and had to develop a plan for how to organize them . So actually, I did that. And the results are various piles and boxes of CDs. Let me share with you. What? The plan? Waas. Here's what we thought for the filing system. We want to place the CDs on open shelves so we could easily find things we wanted ball one place, not like they were before scattered. And we use music category names for the shelves and within those shells we do it by composer or artist. Pretty straightforward. We find new book, a bookcase that could hold the CDs. I could hold a found more than 1000 and we have Listen that so there's a little room for growth. Here's the categories we came up based on our family's needs. You can see the kind of taste we have music. But there's emphasis a lot on classical. So we had some favorite genres, so shells would would include voice and coral. With opera. We have, ah, Christian category rock and roll by grouper lead. So these would be the filling the shelves. And within the shelf, for example, the jazz won. Do you have it by album title, so we put it all together. 7. Conclusions: in conclusion, we'll take our efforts and creating on going filing effort. Just pick the same time day a week, like one shred after lunch on Sunday. Just take 15 minutes to actively handle the files. You have, uh, and use your file. So if you have a question, go look for find it in the files. We have more classes to offer you if you like. This kind of learning skill to find some more basic ones using our five step formula for finding answers on Google and ah, using the websites to their best advantage, give it a try. Thanks again for joining us.