Now is a Great Time to Organize Your Paperwork

February 2nd, 2012 by Sue Becker No comments »

Ready or not, here it comes – tax season will be upon us sooner than we may like. Do you remember how things went last year as you gathered your financial paperwork? Will this year be more organized? Did you have to forego some deductions you deserved last year because you couldn’t find the supporting paperwork? Did you have to pay your tax preparer an additional amount to sort out the jumble of information you dumped in his or her office at the last minute? Did you waste hours searching for misplaced financial statements and receipts?

This article offers some ideas to help you organize your paperwork, which can save you time as well as money as you pull together your tax documents. There are many ways to organize paperwork, so choose the ideas that resonate with you and adjust the system as needed to fit your needs. Although properly setting up your files may be quite time consuming, you’ll reap the benefits for years to come.

Keep important papers in a fireproof safe or in a safe deposit box.Here’s a link to some information on what you should and shouldn’t keep in a safe deposit box (due to its limited accessibility). http://www.bankrate.com/finance/savings/4-bank-safe-deposit-box-questions-1.aspx

Use a file cabinet or some other type of container to hold your other documents. Office supply stores offer many options, including file carts (which are open on top and typically on wheels), desktop file holders, portable file boxes, crates made specifically for holding files, and even cardboard boxes. Several things to consider when deciding what container to use include: where you will keep it; how easy it is to put papers in it and retrieve papers from it; how secure it will allow your papers to be; and whether or not you’re a “visual” person who would prefer a somewhat open container. To simplify the remainder of this discussion, I’ll assume you’re using a file cabinet. However, my comments are relevant no matter what type of container you use.

Create broad categories to group your papers. If your categories are too specific, you’ll have too many places to search for information. For example, rather than create separate categories for flowers, trees and shrubs, you might want a category called “Gardening.” Be sure to name the categories the way you think of them. For example, if you think in terms of “Car”, don’t file car information under “Auto.”

Here’s a link to my newsletter where you can find some more ideas to help you organize your paperwork and make tax time easier than ever. And if you’d like some personalized help getting organized, please get in touch – I’d be glad to help.

Wishing you simplicity, harmony and freedom,

Partnering Can Help You Overcome Your Organizing Challenges

January 20th, 2012 by Sue Becker No comments »

It’s finally happened – the last traces of holiday candy, cookies, chocolate covered pretzels, kettle corn and other assorted holiday treats that have filled my home for the last month and a half have been consumed. At last I can continue my quest to eat more healthfully. Sure, I could have embraced healthy eating all along, but until all temptation disappeared from my sight, the lure of sugar always seemed to overtake my limited willpower. And it wouldn’t have been fair to the rest of my household to just throw out those tempting morsels.

So what does this is have to do with organizing? Just like my limited willpower regarding junk food would have made it incredibly difficult to avoid eating it, circumstances in your life may make getting or staying organized a real challenge. Now that doesn’t mean you can’t overcome those challenges, but it’s important to recognize that they’re there. Why? First, so you’ll cut yourself some slack about why the seemingly simple quest to get organized can be so challenging. Second, so you can do something to move those obstacles out of the way.

What kinds of challenges am I talking about? Some of the more common ones I encounter with my clients are: a workload that leaves no time or energy for organizing; limited knowledge about how to get organized; feeling overwhelmed; fear of failure; perfectionism; and finding organizing boring and isolating.

All of these challenges can, at least in part, be mitigated by working on your organizing project with someone else. Working with someone else can give you the energy and motivation you need to stay on task, and can make the process move along more quickly than when you work solo. An organizing partner can help you develop new ideas about how to approach your most challenging organizing obstacles, and can help you break your project down into manageable steps to remove that sense of overwhelm. Working with someone else can give you a sense of accountability so that you are more inclined to maintain your organizing systems. Your organizing buddy can help you recognize when you’re falling into perfectionism mode and help you identify just how detailed your organizing efforts need to be. And best of all, an organizing partner can make the organizing process easier, interesting and yes, even enjoyable. There are a lot of similarities to the benefits of working with a personal trainer, which I’ve written about previously.

So how do you choose your organizing partner? The key characteristics for a successful partnership are working with someone who is nonjudgmental, will work confidentially, and who will gently bring you back on track when you’ve veered off.  In addition, they must be focused on helping you achieve your goals, not theirs. They must be patient and supportive, and most of all, someone with whom you’re comfortable sharing your situation and your memories. If you’re not lucky  enough to have a friend or family member who embraces these qualities or who is willing to help you, I’m at your service.

So what obstacles are getting in the way of you organizing goals? What can you do to eliminate them?

Wishing you simplicity, harmony and freedom,

Five Simple Tips for Getting Organized

January 3rd, 2012 by Sue Becker No comments »

I don’t know how it always seems to happen so quickly, but here we are welcoming in yet another new year. I often ponder how life must really zip by quickly for people who are disorganized, since they are often running late, in a frenzy looking for misplaced things, or in a panic because they forgot to pay a bill or do some other important task. My wish for you this year is that you experience the peacefulness and joy that comes from being organized and in control. Here are five simple tips that will help you in this endeavor.

1. Look ahead. Choose a day each week (I’ve chosen Sunday) to look at the upcoming two weeks to see if there’s anything you should be doing now to be prepared for future appointments, commitments, events or projects. Although you may feel you can barely keep up with what you need to be doing now, investing time to plan ahead will go a long way towards making life easier. For example, if you’ll be attending a wedding in a couple of weeks, wouldn’t it be nice to have your clothing ready to go, the gift purchased and sent, and the babysitter reserved well in advance? Eliminate the last-minute panic you might normally associate with such events by taking a quick scan of what is coming up so you can prepare in advance. Note on your calendar what you need to do and when you’ll do it so you can leave all the last-minute anxiety to the bride and groom.

2. Clean up every day. Clutter has a way of draining our energy and attracting more clutter. Eliminate this possibility by spending time at the end of the day cleaning up from the day’s activities. For example, clean off your desk – put away loose papers and supplies so when you start the next workday, you’ll be able to focus on the most important task at that moment, rather than be overwhelmed by the work you left out from yesterday. Clean up the day’s dishes – waking up to a pile of yesterday’s dirty dishes can zap your energy and tempt you to just keep adding to the pile. Put your clothes away – hang up the clothes you wore that day (I hang lightly-worn clothes that I’ll wear again on a hanger and put that hanger backwards on the closet rod), or put them in the dirty clothes hamper – why not create a serene environment rather than a chaotic one piled with dirty clothes? You get the idea – create and maintain a clutter-free space to clear your mind and prevent you from having to start your day with yesterday’s work.

Here’s a link to my newsletter where you can find some more ideas to help make the transition to the new year easier than ever. And if you’d like some personalized help getting organized, please get in touch – I’d be glad to help.

Wishing you simplicity, harmony and freedom,

Finish What You Start

December 14th, 2011 by Sue Becker No comments »

What do piles of opened mail, bags of stuff in the trunk of your car waiting to be returned to the store, and opened but unprocessed e-mails in your inbox all have in common? They are all things that have been started but not completed. Uncompleted tasks can weigh us down – rather than being able to cross something off our physical or mental to-do list, unfinished tasks nag at us and constantly reminds us there’s more work to do. They can also reduce our self-confidence by reminding us that once again we’ve failed to finish what we’ve started.

Not only can unfinished tasks have a psychic cost, but they can have a financial cost as well. For example, an unfinished quilt or other craft project can represent a huge financial investment. There’s not much return on investment (including the benefit of enjoying looking at our handiwork) when such a project is sitting in a heap waiting to be finished. Unprocessed mail can result in late fees on unpaid bills or overdraft charges from an un-reconciled bank account. Those bags of stuff waiting to go back to the store can be tying up a large amount of your cash.

There are lots of reasons why we may start something and not finish it, including fear, procrastination, poor time estimating, or even boredom. If you want to overcome your habit of not finishing what you start it’s important to figure out why you tend not to finish things and then figure out what to do about it. For example, maybe you’re afraid to finish something because you worry that you’ll have done it incorrectly or it won’t be good enough in other’s eyes. Procrastination may arise because you find the project overwhelming. Poor time estimating may find us starting something but just not having time to finish it. My clients with ADHD tend to have an especially difficult time finishing things, often because they get bored once the excitement of starting a project has worn off.

Once you know what your challenge is, evaluate it and determine what you can do about it. If fear is holding you back, evaluate the worst-case scenario. Maybe your anticipated outcome is worse than what’s realistic. See if you can get someone else’s input to help put things in perspective for you. In addition, remember that by not finishing a project, you run the risk of creating a bad impression in people’s eyes anyway.

If you find a task or project overwhelming, ask yourself what one small thing you can do to move forward. If you focus on just the very next thing you need to do you might find that the project is more manageable and that you’ll move it towards the finish line.

You may discover that you’re not committed to the project so you’re not motivated to finish it. For example, maybe once you started that quilt, you realized that you didn’t like the pattern or the fabric you’d chosen. Give yourself permission to recognize that you made a mistake in picking the pattern or fabric and then move on. Relieve yourself of the guilt of feeling like you have to finish it.

If time management is your challenge – you can’t finish one thing because you’re busy trying to get caught up on something else – you might find it helpful to get some time management coaching. An outside perspective can help you identify habits that are holding you back.

If boredom is preventing you from finishing things, find ways to overcome it. Use your peak energy time – that time of day when your brain is most engaged – to work on things you find boring. Play music, set a timer to challenge yourself, or find someone to work with you to help move that unexciting task forward.

Successful people don’t just talk about doing things, they actually do them, or get other people to do them. Either way, they get things across the finish line. Some days are going to be better than others, but as long as you keep moving forward, you’re bound to successfully get things completed.

Do you have a task that you’ve started but just can’t seem to complete? What steps do you need to take to get it to the finish line? Here’s to your successful completion of the things that are hanging over your head and weighing you down.

Wishing you simplicity, harmony and freedom,

Get Ready for an Organized New Year

December 1st, 2011 by Sue Becker No comments »

It seems that everywhere you look there are signs that the holidays will soon be upon us. And while we enjoy the sights, sounds and smells of this special time, we know that seemingly all too soon, another year is coming to an end. Here are some ideas to help you end the year in an organized way, and get the New Year off to a great start. 

Organize your decorations. Consider letting go of holiday decorations you didn’t use this year. You might want to donate them to a senior home or to someone in a new home who doesn’t yet have their own decorations (e.g., a recent college graduate). Sort and put away your remaining decorations according to which room you’ll use them in. Next year you’ll be able to easily decorate room by room.

Return and exchange gifts promptly. Don’t let unwanted items create clutter in your home. Put a date on your calendar to get to the stores and return or exchange gifts that you otherwise won’t use.

Organize your gift cards. Put them in an envelope, in your wallet, in your car, or somewhere else you’ll easily find and remember them. You might want to make a list of which gift cards you have and keep it somewhere you’ll see it (e.g., on your refrigerator) to serve as a reminder to use them.

Make notes for next year. Write down what you liked and didn’t like about this year’s holiday celebrations. Store that list with your holiday decorations, in your planner, or some other spot so that you’ll find it next year. Take advantage of the wisdom you gained about this year’s celebrations to make next year’s holidays even more enjoyable.

Here’s a link to my newsletter where you can find some more ideas to help make the transition to the new year easier than ever. No matter which holiday you celebrate this time of year, I wish you and your loved ones a peaceful December and happy upcoming holidays! And if you’d like some personalized help getting ready for the new year, please get in touch – I’d be glad to help.

Wishing you simplicity, harmony and freedom,

Lots of Choices Don’t Always Make Us Happier

November 17th, 2011 by Sue Becker 2 comments »

We’ve all heard the phrase “less is more” (in fact I’ve written about this concept previously), but how many of us actually practice that philosophy? It sure seems as though the world (or at least the United States) is going in the opposite direction – we’ve got supersized grocery stores with dozens of choices for each food category; enormous home-improvement stores with aisle after aisle of products; hundreds of television stations from which to choose; the list goes on and on. But do all these choices improve our quality of life?

The May 2011 issue of Real Simple Magazine included an interesting fact regarding choices: According to a 2008 study let by the University of Minnesota, “students faced with multiple choices had less physical stamina and were more likely to procrastinate.” As someone who is easily overwhelmed when I have lots of choices, I am not surprised by this information. When our local grocery store was being remodeled many years ago, I had to shop at the much larger grocery store down the street. I can still remember the near-panic feeling I had when I walked into the produce section – it was absolutely huge and I had no idea where to start looking for the garlic I needed. After searching for about 10 minutes (ok, maybe it was only 5, but it sure seemed like a long time) I finally found an employee who told me the garlic was with the tomatoes. Really – I would have put it near the onions! Hmm, maybe I should contact grocery stores as potential organizing clients.

But the point remains that too many choices can easily overwhelm us. The Real Simple article went on to quote Barry Schwartz, Ph.D., a professor of psychology at Swarthmore College in Swarthmore, Pennsylvania: “When it comes to choosing what to wear (not to mention making other life decisions), try to limit yourself  to fewer than 10 options.” Nancy Pipal, an image consultant who makes a living helping people create their perfect wardrobe, epitomizes this philosophy. Here are some pictures of her personal closet:

    

With only a few items in each clothing category from which to choose, Nancy has an easy time getting dressed. She loves each and every item and knows that they all fit her perfectly. There’s no need to try on five different outfits – every item is worth the space it takes up in her closet.

With Nancy as a real-life example of how owning less can simplify one’s life, what changes are you ready to make to simplify yours?

Wishing you simplicity, harmony and freedom,

Top 10 Time Taming Tips

November 1st, 2011 by Sue Becker No comments »

November is definitely a month in which we pay attention to time: we enjoy less sunshine each day, and the end of Daylight Saving Time makes the diminished sunshine even more obvious. As we do our best to cope with seemingly shorter days, it’s a good time to work on making the most of our time. What’s your favorite way to tame time? Here are some of mine:

  1. Plan each day. Invest 15 to 30 minutes planning and preparing for the next day. You’ll save yourself time you might have otherwise spent rushing to do things at the last minute or hunting for things you need to get out the door. You may even save yourself from forgetting an important appointment or task.
  2. Keep a master to-do list. Carry something with you (a small notebook, your planner, your phone) to jot down ideas and things to do as you think of them. Rather than being tempted to do something right away because you may forget (or worse, actually forgetting) you can confidently record the item and do it at a more convenient time. Review this list during your daily planning time and schedule items as appropriate.
  3. Create a realistic daily to-do list. If you end each day with a frustratingly long list of things you didn’t have time for, you may need to adjust your expectations. You might want to pare you list down to no more than five items and see if focus on and commitment to just those few items improves your productivity.
  4. Prioritize your tasks. Ask yourself, “If I can only get one thing done today, what must it be?” and then get rolling. Work on the most important thing and take it as far as you can before starting on the next task. Throughout the day, ask yourself, “What’s the most important thing I should be doing right now?” to make sure you’re on track.
  5. Learn to say “no.” Take control of your life instead of letting others control it –identify what’s important to you and live your life around those things. If you agree to take on obligations you resent or for which you don’t have time, you’re not going to be of help to anyone, and you’ll take away room for the things that enrich your life.

Here’s a link to my newsletter where you’ll find more of my favorite time taming tips.

Wishing you simplicity, harmony and freedom,

 

Time Management for Performing Artists

October 17th, 2011 by Sue Becker No comments »

Time management can often be quite tricky for visual and performing artists.  Achieving success and the stability that comes with it is difficult, and unlike other occupations, that success can be fleeting.  More often than not, artists are juggling the job they love with one or more other careers that make it possible for them to eat and keep a roof over their heads.  The ability to focus on several simultaneous jobs must be developed quickly, or it is quite easy to feel overwhelmed.  In order to “keep all the balls in the air”, artists must remain focused, calm, and above all else, organized.  A great deal of this organizational ability must revolve around time management.

For the average working actor or dancer, no two days are ever the same.  The average working actor plays smaller roles on sitcoms or dramas, appears in commercials here and there, and works onstage on a regular basis.  In order to obtain those jobs, usually at a rate of one per week, an actor or dancer may audition as many as five times per day.  If they book a job, they often have less than a week’s notice between the audition and the shoot dates.  If it is commercial work, the time between casting and shooting may be as little as 12 hours. 

Auditions are scheduled one week to one day before the actual casting session, so on any given day, an actor or dancer may wake up, go to three auditions in the morning, run errands, check their online bank accounts, shoot a print campaign in the afternoon and evening, run to their “day-job” and work a shift, all the while answering phone calls throughout the day with information about the next day’s auditions.  If one of those phone calls is to tell them they’ve landed another job, they then have to reschedule or cancel any auditions which they’ve already confirmed.  This fluctuating and unstable schedule has resulted in actors and dancers being branded as “flaky” and “unreliable”.  In reality, those performers who can handle the constantly shifting requirements of the job are actually anything but flaky.  Instead, they are almost ruthlessly structured, so that they can continue to function relatively sanely, in an insane work environment.  The only place that a performer has any real control is in how they approach the ever-shifting work landscape.  For any working performer there are three keys to successful time management:

1.  Keep an easily accessible calendar at hand, always. This seems like a fairly straightforward tip, but there are a number of performers who are still scribbling notes to themselves on the back of napkins while standing in line at Starbucks, using a borrowed pen.  Always keep a calendar, whether paper or electronic, in your pocket, purse, or bag.  If you are using a paper calendar, make sure you have a way to write in it.  More important than simply having the calendar is actually consulting it before you say yes to a job or audition.  No matter how amazing the director, the audition, or the role, saying yes, and then having to call back and reschedule (or cancel altogether) because you forgot about the day player gig you had already booked, does not make a good impression.  If you have a manager or agent, they will often keep track of your schedule as well, but not always, especially if you are “freelancing” with more than one representative.  Maintain good records on your own, so that no matter how many jobs or auditions are flying at you, you appear calm, collected, and prepared.

2.  Create shortcuts. Since so much of a performer’s life is about running from one thing to the next, having some routines set in place can mitigate the “quicksand” sensation that can sometimes occurs internally. Choose two or three outfits that you can always wear.  If you know that you are often auditioning as a young mother, or as a handyman, or as a stockbroker, then set aside two or three outfits that suit those types of characters.  Rather than digging through your closet frantically every time the phone rings, you know that you can wear “Outfit A” for your audition tomorrow.  When the audition is done, you can clean the clothes, hang them back up together, and get ready for the next day. 

If you freelance with multiple agents, print out sets of your resumes with the various agents’ names and numbers on them and keep them in a folder.  Rather than having to print out a new resume every time you are called in for a job, plan ahead.  If you have a hairstyle in one of your photos that is difficult to duplicate without many hours notice, have a wig made in the style so that you do not find yourself frantically blow drying, straightening, curling, etc., ten minutes before your audition.  Find ways to make auditioning seem like less of an emergency, and more like a job.  The same is true with booking work.  Keep some comfortable clothes set aside for early morning calls.  Keep a little travel bag packed in case you have to fly somewhere unexpectedly.  The more preparation you do beforehand, the less time is taken up with making decisions in a panic.

3.  Structure the rest of your life. Since auditioning and performing can often make it hard to schedule the rest of your life, find ways to create routine.  Many performers find themselves suffering from a slight resentment of the fact that their plans with family and friends are often interrupted by their work.  Their family and friends often resent it as well, frankly.  It is imperative for a performer to create routine in whatever way they can.  Get up at the same time every day, as many days of the week as you can.  Get coffee at the same shop each day.  Make a habit of reading a book that is unrelated to performing or the arts for at least a half hour each day.  Take the same class each week as much as possible.  Meditate or do yoga for 30 minutes each day.  Structured activities act as “touchstones”, so that when your work life appears to be flying all over the place, you can take a moment at your favorite coffee shop, get centred, and then step back out into the storm.

Wishing you simplicity, harmony and freedom,

Quick Cures for 7 Common Challenges

October 4th, 2011 by Sue Becker No comments »

Happy autumn! It’s hard to believe that summer is coming to an end, at least here in the Chicago area. As the leaves change color, you might want to consider which habits you can change to help you be more productive and efficient, both at home and at work. To help inspire you, I’ve noted some common challenges that you may be facing, and some ways to overcome them. If you’d like hands-on help or telephone coaching to help you overcome your organizational challenges, please give me a call or send me an email – I’d be glad to help.

Receiving too much paper

Call 1-888-567-8688 or go to https://www.optoutprescreen.com to opt out of unsolicited credit card offers.

Sign up free at http://www.catalogchoice.org/ to decline paper catalogs you no longer wish to receive.

Cancel subscriptions to magazines and other periodicals that you don’t have time to read or don’t find useful.

Not planning your day

Use a calendar or planner to record not only appointments, but things you have to do each day.

Plan and schedule your day the day before, identifying the most important thing you need to accomplish that day.

Review each upcoming week to see what’s coming up so you can adequately prepare. Use your planner to schedule related phone calls, remind yourself to complete necessary paperwork, purchase necessary supplies, etc.

Not emptying your in-box regularly

Make a decision about the next step for each piece of paper you touch, each email you read, and each voice mail to which you listen.

Do something purposeful with each of the above items to move them along on their journey.

Here’s a link to my newsletter where you’ll find cures for 4 more organizing challenges. If I haven’t covered it here, I’d love to hear what your biggest organizing challenge is.

Wishing you simplicity, harmony and freedom,

Allow Time to Be on Time

September 19th, 2011 by Sue Becker 2 comments »

Do you find yourself arriving late for appointments, meetings and social events more often than you’re on time? Do your friends and family members tell you an event is going to start a half hour earlier than it actually starts just so you have a chance of being “on time”? Here are some possible reasons for your tardiness and how you might be able to turn around your reputation for always being late:

You don’t know how long it takes to get ready. Have you ever timed how long it takes for you to go through your out-the-door routine? If you pay attention, and even write down how long each step takes, you might be surprised. One of my favorite episodes of Everybody Loves Raymond is when Raymond, in an effort to teach Debra the importance of being ready to leave the house on time, invokes the A.I.S. technique his dad used with Raymond and his brother. I’ll let you determine what A.I.S. stands for by watching this clip, but I can assure you it’s been an effective technique in our household.

You don’t allow for travel time. I’ve written on this topic previously. The key thing to remember is that you have to consider how long it will take you to get from point A to point B when you’re strategizing about how to get somewhere on time. I always add a cushion to my time estimates to allow for what has almost become the norm: traffic jams. I can drive the same route at the same time on two different days of the same week and experience wildly different travel times. For the happy occasions when I arrive early, I keep reading material in my car.

You need to “just finish one more thing” before you leave. We’ve all been there: you’re in the middle of typing an email, paying a bill online, folding the laundry (you do fold it right when you take it out of the dryer, right?), or writing a blog post, and you need “just a minute” to finish it up. More often than not that minute will turn into several minutes, and may even lead to you starting something else, totally derailing any hope you had of being on time. Set a timer to go off at least five minutes before that out-the-door time. If you’re in the middle of something, jot a reminder on a sticky note or in your planner to remind you of where to resume whatever task you were on when you get home. By all means, don’t attempt to finish the task before you leave. Remember, that’s how you got the “always late” reputation.

You can apologize for being late and that makes everything ok. Your friends or colleagues may say “that’s ok” when you apologize, but trust me, behind your back, they’re talking about your constant tardiness and how it wastes their time. Your hairdresser may smile when you rush in late for your appointment, but inside, he or she is seething that you’ve messed up their schedule. I almost can’t blame you for being late for doctors’ appointments – I’d love to hear a reason why they tend to make their patients wait ridiculous amounts of time for appointments. It reminds me of a scene from the TV show Seinfeld where the doctors seem to view appointments like car reservations. I have actually switched doctors several times simply due to their lack of consideration for the value of my time.

So how will the new, on-time you, overcome your reputation for being late?

Wishing you simplicity, harmony and freedom,