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My Files Are Too Confusing

If you feel like your files are too confusing, you may not have defined your file Categories. Before I work with a client sorting papers in his or her office, we first define the different Categories of files they possess. A person's files fall into 3-5 broad categories. If you work from home and use your office for personal and work file storage, you can have 3-5 categories for work files and 3-5 for personal files. Ideally you would assign each different category of files to a different file drawer or file box.

Here are some common categories for personal and business:

Action files – Things you must do, active projects, and hot items
Vital records – Marriage certificate, birth certificate, passports, will, medical directive, etc.
Financial records – Bank statements, investment statements, credit card statements, etc.
Lifestyle files – The fun things in life: restaurants to try, books to read, vacation, home décor, etc.
Kids – School information, academic records (report cards, standardize test scores) & extracurricular activities
Client files – Records for each current client and even potential clients
Administration – Files related to legal matters, human resources, technology, and operations
Sales/Marketing – Marketing materials, PR, networking, partnerships, and copy ideas

posted on: 12/6/2010 8:30:00 AM by Heather Cocozza
category: Business

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Discuss This Post

by Marie J. Clarke on 12/13/2010 8:03:11 AM:

Great information...In fact, this week I'm going to be organizing this lady's files so thank you.

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Use Your Space & Conquer Office Workflow

by Heather Cocozza

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About Heather:

Heather Cocozza, PMP, CPO® is a Professional Organizer who organizes and designs tailored home and office solutions. She is on the National Association of Professional Organizers (NAPO)-WDC Board of Directors 2009-2010 and is the owner of Cocozza Organizing & Design, LLC. Prior to her organizing career, Heather Cocozza worked 13 years at IBM and PricewaterhouseCoopers as an ERP Project Manager and at times traveled extensively while her "virtual" twins were between the ages of 0 to 3.

Heather's Website:

CocozzaOrgDesign.com

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