“Work simply. Live fully.” This week CMLE focuses on the following work productivity tip from Work Simply, Carson Tate’s popular book. At CMLE, we’ve boiled down Tate’s wealth of knowledge from Work Simply to a few key points; please see the book for more detail and resources. At the bottom, see links to earlier tips in the series! Let’s all be our best selves….
This week’s activity: Handle your paperwork efficiently
Do you struggle with paper clutter and have trouble locating necessary information when it is needed? These common situations prove Carson Tate’s statement that “Paper management is still important in today’s electronic world – in fact, it is vital.” In her book Work Simply, Tate shares the four steps to take when encountering new paper documents (you may recognize them – they are also the steps of the Email Agility system, tweaked slightly to be relevant to paper files)
Read
Decide: Does this document require some kind of action? If yes – skip to the next step. If no, ask yourself: Am I required to keep this paper for tax, legal, or compliance reasons? When would I need to access this information again? Where else can I find this information?
Act: Choose to complete the action required right now, delegate the action, or create a task to be worked on.
Contain: Clean up the paper chaos – use file folders, cases, baskets, etc. to keep your essential documents together. Tate suggests creating two main categories: Reference and Action, with subcategories in each group.
Continue reading Strategies to Simplify: Tip 8: Stop drowning in papers →
