Compelements

In: Systems

5 Feb 2012

red-alert-light_0I think I just invented a new word.  Com•pel•e•ment  |comPELement| (noun) 1 element used to compel one to action.

So many organizing efforts are focused on containing items out of sight and out of mind.  There are, however, things that we need to make a point of acting on, that should NOT be hidden.  Quite the opposite.  We need things to stick out like a sore thumb to compel us to action.  Those are the compelements.   Here are some examples.

To do list
The old stand by.  Crossing stuff off the list makes us feel like we are getting a lot done, but we tend to cross off the easiest stuff first and the bigger, more important goals keep getting rewritten on subsequent to-do lists. Under the cover of a notebook, however, the to-do list is about as compelling as folded clothes in a drawer.

 
Smart phone
Setting  an alarm on your smart phone can be a great way to alert you to certain fixed events.   If you depend on this for everything, however, it’s hard to get a sense of what’s coming and many alerts may take you by surprise.  It may happen so often that you are not able to act on all the actions you are alerted to.

 
Computer  monitor
It’s all very well to collect your compelements as to-do’s on your computer monitor, but do they still feel compelling when you open another program or that screen saver pops up? Of course not.

 
Bulletin board
A classic compelement collector.  Problem is, if there a large collection of compelements all over the board, then NONE of them may have a compelling effect.  There is no focus with a bulletin board.

 
Post-It’s on monitor.
OK, I often see these compelements in my line of work.  In fact, I see them a lot.  The problem with these is they always take a secondary role to what’s on the monitor and often tend take up residence there for days and weeks, sometimes longer.
Task collector

 
This is my choice, one that I shared last week in The Weekly Round Up.  The task collector stands out, so you MUST notice it.  Tasks can be simply re-prioritized by moving simple Post-It notes around.  Long term projects can be broken up and worked into your weekly schedule so that they are remembered and realistic.  The task collector is a compelement that is as compelling as you need it to be.

 

What compelements work well for you?

 

          It’s all too common to think of a file cabinet as a place to make paper go away.  It’s not.  It should be a safe place to store files where they can be FOUND reliably.

Don’t put things you want to make a point of acting on in your file drawer.  They will be out of sight out of mind. Instead, they need to be out where they are more compelling.

Don’t waste valuable file space on old tax supporting material and statements.  These can be stored in boxes more remotely.

Don’t stuff something into your file drawer unless you are clear on WHY you are keeping it.  If you can’t provide a reason, you probably don’t need it at all.

There’s essentially 3 types of things that you need to find in a file:
1. information
2. records
3. statements
Information is to refer to for FUTURE events.  Records are refer to for PAST events.  Statements are to refer to the PRESENT tax year.

I find it easier to find files when they are kept in just a few simple categories.  I keep information, records, and statements in manila folders, within wider category files.  Some typical categories are utilities, household, insurance, transportation, medical, finances (or credit and banking), investments, and taxes.

Don’t get hung up on files just being for “important” stuff.  If it’s something you want to find reliably it’s worth filing.  For example if you have printed out a joke that made you laugh and you wanted to share it with your sister, create a “smile fille.”  The next time she calls or visits, you will know exactly where to find it.

Of course you could keep digital files, that you want to find reliably, in a file folder on your computer.  It’s the same principle.  The nice thing about digital files, however, is that you can share them immediately through email.

It’s a great time of year to go through your file cabinet and sort out the material that could go to archives, items you may want to make a point of acting on, and junk that you know you’re never going to need.  You’ll free up room in your file cabinet for new incoming files.  Finally, by clearing out the deadwood, you make it easier to FIND the important and more current files.

Remember, if it’s not findable, it should not be file-able.

I have touched upon my system of Project Corrals in past posts, but today I am going to go into it in more detail.  As always I believe a good system is an EASY system.  This system involves an easy habit I call the weekly round-up, which I will demonstrate using my own projects and tasks as an example.

The most important takeaway I got from David Allen’s Getting Things Done: The Art of Stress Free Productivity is this.  The first step in getting things done is to get all the things that are swimming around in your head OUT and into a system you TRUST.  That last word is the key: “trust.”  We often have multiple systems, in case one fails us, but this can be confusing and unproductive.  What’s best is a single system you TRUST.

My system for managing projects is a sorter full of what I call Project Corrals.  I recently did a post on distinguishing projects from tasks.  In essence, you can’t expect to complete your projects in one shot, in this busy world, but you can complete the tasks that make up the projects.

I had used the elephant analogy in my post, but here’s another animal analogy for the tasks we need to do: wild horses.  If we jump on every idea that pops into our heads, we find ourselves going nowhere, just as if we had jumped on to a wild horse and then on to the next wild horse that comes along and so on.

Of course there are some wild horses that come along in a day, that we DO need to take care of this week (or now!), but many are just ideas THAT WE DON’T WANT TO FORGET ABOUT.  These wild horses can be corralled and these corrals can be simply organized.

For every project, there may be documents and other loose bits of paper.  I like to collect these in a clear plastic envelope and on the front of it I keep the tasks (or steps) that are necessary to complete this project.  One sheet of paper collects all these tasks on small Post-its, much like the front page of a newspaper collects all the headlines. This is a project corral.  Because we tend to have many project going on at the same time, each gets its own project corral.

I keep a daily task collector on a clipboard.  The fixed events of the day are printed out and the tasks that I must regularly rearrange according to priority are on the small Post-It notes.  This represents the daily to-do list.

It’s no coincidence that these Post-its are used both on the project corrals and the daily to-do list.  Every Sunday I set the timer for 15 minutes and quickly go through the tasks I have collected in my project corrals and see which are the priorities and where I can fit them into the coming week’s schedule.

In this way, I can safely collect all my ideas (or corral all my wild horses) in a system I trust, but still give myself a manageable collection of tasks to do on a daily basis.  Some of those ideas may sit in the project corrals and never get acted on, but ultimately that is OK, because they have been given a fair chance and have not met the vital criteria of being my top priorities.

In essence, this system allows my ongoing projects and long-term goals to be REMEMBERED and REALISTIC.  I would love to hear what systems are working for you.

paper-clipsThis isn’t the first time I have attacked a familiar office convention.  There was the accordion file, the spiral notebook, and the rubberband.Today, I take issue with the apparently harmless paper clip.

Let me start by saying I do use paper clips myself.  I believe they have their place.  It’s just that I find they are grossly over-used.  Here’s why.

Paper clips are guilty of doing three things: bulking, concealing, and snagging.

1. Bulking.  Files get fat sometimes.  It happens, but when there are too many paper clips shoved in, these fat files become bulky and misshapen, causing them to be overstuffed OR to slide, even with hanging files.  When the contents of one’s file cabinet are a mess, one is less inclined to use it and that’s a bad thing.
2. Concealing.  Filing needs to be all about FINDING.  Many is the time I have found a tab concealed because a piece of paper has caught on a paperclip in the folder.
3. Snagging.  If the clip is not pushing the paper up to block the tab, then it may be snagging a loose piece of paper behind an unrelated pile.  When you go to look for this piece of paper, you can’t find it even though you KNOW you put it in this file.  It is critical that your file cabinet is a system you can trust.

Alternatives

1. Staples.  I get it.  You probably want to keep your active notes to review, edit, and process in a paper clip.  Me too.  It allows for flexibility.  The more active a file is, the more flexible it needs to be.  When a collection of papers gets filed, however, it’s a good idea to staple wherever possible.
2. Project Envelopes.  I like to collect ongoing projects in large clear plastic envelopes.  You can maintain that flexibility you need for processing and save desk space by storing them vertically in an incline sorter.
3. Weeding.  If you’ve got one of those giant winged paperclips, you’re more inclined to think “I might as well keep these loose papers ALL together with this.” If, however, you give yourself the limit of a file folder, you will be more inclined to ask questions like “Do I really need to keep the advertising that goes with this invoice?” or “Am I EVER going to read this fat prospectus?” Weed them out.  Limitations breed freedom.
4. File Jackets. If you’ve got a stack of handouts, those big clips can damage the paper.  I recommend file jackets instead.  The flat ones can hold about 35 sheets and the one and a half inch ones can hold about 150 sheets.

I have a feeling I am dipping my toe some controversial waters here, so I look forward to hearing your thoughts on the topic.

messy-garageI have found that the number one reason we struggle with tasks is that they are actually projects, that we TREAT like tasks.  So what’s the difference between a project and a task?

The easiest way to answer that question is with another question:  How do you eat an elephant? It’s an age old question with an age old answer: One bite at a time.  Simply put, the project is the elephant and the tasks are the bites.

If there are tasks you never seem to cross off your to-do list, it may because they are actually projects in disguise.  A project needs to broken down into steps and there needs to be a plan for those steps, starting with a FIRST step.

Take for example, the task of cleaning out the garage.  Face it.  That’s a project.  If you treat it like a task, it not only becomes something you avoid (because in the back of your mind you know it’s an ‘elephant’), but there’s a good chance the job will be done inadequately, when you finally get to it.  It’s possible that some efforts may even make the mess in the garage worse, because you aren’t giving it the full project status it requires.

When you recognize that you’ve got a project on your hands, you will take the necessary steps to get your to-do to done.  You recognize, for example, that IF you are going to open up some space, the contents of that space have got to go SOMEWHERE.  Your first step, then, may be to confirm how late your local dump is open or rent a dumpster.  You may generate a lot to donate, in which case you would want to reserve a clear area for donates and schedule a pick-up service.  Clearing a garage usually involves opening a lot of boxes.  A clear work surface and good lighting will make this much easier and save your energy.  So have those set up.

When all of these steps are in place, you will actually find this “task” a lot easier to do, because you are treating it like a project. It is a clearly defined process, not just a wish.

Some other examples of tasks that should be treated like projects might include filing papers and updating a website.   If your file drawers are packed already and you have a pile of papers that need to be filed, your filing system probably needs an overhaul.  That’s a project, not a task.  Updating a website is important, but it is made up of a lot of steps, so that’s a project too.

When you get stuck with your tasks, don’t focus on your central action, but on the FIRST step.  If the journey of a thousand miles does indeed start with the first step, then that first step is where your attention needs to be.

Projects are not always easy to recognize.  In fact, I still sometimes struggle with the distinction myself.  For example, one of the to-do’s I have had for sometime is “assemble packets.” I have been seeing this as a task, but it is a project.  It requires a series of steps and the first one is to collect all the documents I need to print, in one folder on my computer. Now THAT’S a task and I am giving it a time limit of 10 minutes.  I may even set a timer.

No kidding!  Tasks are things that you need to take care of quickly, so give yourself a limitation and, if it helps, give yourself a “task-master” in the form of a kitchen timer.  It makes you conscious of your limitation and allows you to focus.

Sometimes, the difficulty in doing a task just comes down to the fact that you really don’t want to do it.  I can’t help you with that, except to say you might be surprised how often being unwilling is just being unprepared.

The next time you find yourself delaying a follow up call, for example, just grab the phone and it will suddenly hit you, why you’ve been putting it off.  Maybe you’ll find yourself saying “well I can’t call yet, because I don’t have the information I need.”  Bingo!  There’s your first step: collect information.  Put down the phone and either collect the information you need or make a note to do so.  Either way, you have made progress on this task because you have correctly identified the first step.

One reason I often delay making a follow up call is because I worry it may eat up a lot of time.  In that case I grab my trusty kitchen timer.  When that loud beeping goes off after ten minutes, even the most animated conversation on the other end screeches to a halt with “Ooh, do you need to go?” I’m back in control!

 

About Matt Baier Organizing

Professional Organizer Matt Baier and his team declutter and organize homes and offices in Stamford, New Canaan, Greenwich, Westport, Darien, Norwalk, Fairfield, Westchester County, and New York City.

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