In part three of our paper management series I focus on organizing paper files made easy. What makes this approach easier is an easy approach throughout:
- Singular Focus
- Fast Speed
This approach to paper files is the opposite of the O.H.I.O. method or Only Handle It Once. It says don’t struggle with the high-value decision first. Instead, clear out the lower value items fast. That way you can focus on the higher value items with more clarity and purpose.
Up to this point we have created clarity with paper files by removing the dead files and sleeping files. The dead files are the low value items that can be recycled or shredded. The sleeping files are the files you are keeping “just in case.” These can be stored more remotely.
Now we can focus on the sleeping files. These are the files you need to be able to find reliably. The user-friendly filing system I recommend is filing by category. I don’t recommend filing alphabetically because it can be more ambiguous than you might think. For example, take “auto insurance.” Is it under A for auto, I for insurance, C for car, or T for Toyota? It can be even more confusing if you are sharing your files with a spouse. You might have entirely different ideas. Filing by category creates an easier process of elimination.
File by category
The category system I like best for paper files is outlined in a book. It’s called “File Anything In Your Home and Find it again.” by Kit Anderson and Mary Anne Lessley. It’s 25 years old, but the basic wisdom still holds up in 2021. I even use it on my business files as well. It’s not my system, so I encourage you to buy the book and learn more. However I will share the part that makes the most sense for circulating files.
As I state in my book “The Circulation Solution,” a plan for movement in a series of manageable, reliable stages is vital. Why? Because Circulation Prevents Accumulation. So how does organizing by categories help with that?
The “File Anything” book tells you how to keep three types of files in every category. Keep information in the left tabs, statements in the center, and records in the right. How does this help? It makes you think about why you are keeping a file and for how long. I just love that it isolates the statements. Here’s why. Information gets replaced as new information comes in and records tend to remain. However statements, which are the bulk, can come out every year.
Reduce the lower value files
If you saw my last video, then you’ll know that these paper files are what become your sleeping files. These are the files you might want to keep just in case. They can come out of your file cabinet and get stored more remotely. The time to do this is right after your taxes are settled for the year. I like the first Saturday after April 15. No need to delay, because it’s really easy. Since you have been isolating the statements in the center tab all year, you can zip through them in no time. Then the eight year old sleeping files can safely become dead files. Now you have plenty of space in your sitting files for new files. This is how circulation prevents accumulation.
Clear away the backlog
Now let’s return to the backlog of paper, that we’ve been dealing with in the last two videos. We started by extracting all the lowest value paper with a singular focus and a fast speed. Then we broke the pages and files into the four stages of running, sitting, sleeping, and dead. We did that with a singular focus and a fast speed. That eliminated the bulk of the dead files.With the sleeping files isolated we sorted them by year with a singular focus and a fast speed. We stored those sleeping files more remotely.
Now we are left with just two stages. We will address the running files next week, but here’s what we do with the sitting files. As you might guess, each step calls for a singular focus and a fast speed. Start by writing major categories on Post-It notes. Everyone’s categories may vary somewhat, but here is a pretty universal sampling.
household
[your address]
family
utilities
medical
transportation
banking
investments
credit
taxes
All you need to worry about doing at this stage is just sort by category, so do it FAST. When you’re done, the Post-It goes on the top. I don’t recommend criss-crossing your piles. If there is any danger of interruption, this can lead to confusion. Instead, use gallon-sized Ziplock bags as temporary holders.
Now you have not only given yourself the singular focus of one category, but the space of a fully clear work surface. This is your number one organizing tool. Make post-It’s that say information, statements, records and sort really FAST. For example, if you are sorting the medical category, you may have medical information. You may also have medical insurance policy, medical and medical insurance statements, and medical records.
Divide by subcategories
The final stage before committing these files to folders is to divide up all the subcategories. For example, if you have utility statements, you might have electric, gas, telephone, and internet.
As with all systems, quantity dictates systems. For most categories I like these two inch extra capacity hanging folders. I talk about why in my video Top 10 Home Office Organizing Products.
To review, I now have a ton of dead files discarded and sleeping files stored more remotely. My sitting files are organized, so that I can find them in seconds. That clears the decks so that we can focus on the most important stage of all, the running files. That will be our focus next week.
If this all sounds great, but you’d like some help with it, let me know. I’ve got an offer of the month for that, called The Paper Escaper Special. It’s available for new clients and old clients alike.
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Testimonials
What some of our clients are saying
Victoria Stein
22. November, 2024.
I can't express enough gratitude for the incredible services provided by Matt Baier and his exceptional team. Matt has been instrumental in helping my dad and me maintain a clutter-free and organized home, and the experience has been nothing short of extraordinary. From the initial consultation to the final day of organizing, Matt and his team displayed a level of professionalism and efficiency that exceeded our expectations. Their attention to detail was impeccable, ensuring that every item found its perfect place, creating a home that felt not only tidy but energetically revitalized. Matt's approach goes beyond mere organization; it's an art form. His talent lies not just in tidying up spaces but in transforming them into harmonious environments that exude positive energy. The process was not only seamless but genuinely perfect, leaving us with a sense of tranquility and order that we hadn't experienced before. What sets Matt Baier Organizing Company apart is not just their organizational prowess but also the genuine kindness and warmth displayed by Matt, Kiersten, and the entire team. Their friendliness and approachability made the entire process enjoyable. In fact, I found myself feeling a bit sad on their last day because their presence had become such a positive part of our daily lives. I wholeheartedly recommend Matt Baier for any organizing needs you may have. His expertise, coupled with a fantastic team, will undoubtedly transform your space and leave you with a renewed sense of clarity. Thank you, Matt, Kiersten, and the entire team, for being our organizing heroes! You saved us, and we couldn't be more grateful! With sincere appreciation, Victoria and Barry Stein
Priscilla Gingrich
4. November, 2024.
I have been so worried about clearing the contents of my home. I was overwhelmed and didn't know where to begin. Then I remembered Matt Baier from presentations I had seen at Darien Library. Matt met with me and put together a complete plan. There was a LOT of work, but the team he sent worked so hard and systematically, that I couldn't believe how far they got in just one day. They were so pleasant to work with and they took excellent photos of everything so my children could see what I had. I was thrilled beyond measure and I slept well! A neighbor commented that she had worked with a professional organizer, but she didn't do anything like this. They (Matt's team) are GOOD!
Julie L
16. October, 2024.
I cannot say enough good things about Matt Baier Organizing - it’s honestly been life changing. The photos below are just from 2 1/2 days of work! Not only do they sort, organize, and help guide you through decision making as you decide what to keep, but they also arrange for pickups of trash, donations (including bringing food to the food pantry), and they also help you connect with sellers who specialize in what you’d like to sell. And most importantly for me, as someone with autism and ADHD, they listen to me and help put in organizational systems that fit my needs and that I will be able to easily continue using so that my house stays organized long after they leave! By far the best professional organizing company in Fairfield - and we did our research!!
Omorose
3. September, 2024.
WHY CALL: I have a 2 car garage. Before calling in Matt's team to help organize my garage I had difficulty navigating through the maze of "stuff" to get from my car into the house after I pulled in. I was nervous about the thought of having someone else come into my mess, but too overwhelmed to know where to start on it myself. WHY MATT'S TEAM: Matt said a lot of things during our virtual walk through that really hit home, and when his team arrived, the process was exactly what he described. Even though my anxiety tried to creep in, they put me at ease every step of the way, and it wasn't stressful. I didn't have to overthink, and I didn't have to worry. There was time set aside to determine what was staying vs. what was going, and it was entirely my choice. THE RESULTS: At the end of the day, the transformation was obvious. I can walk through my garage and use the items in it with ease. Last week my daughter and I were able to go on an impromptu bike ride by just wheeling our bikes in and out of the garage in a minute....a process that could have taken up to 30 min (to dig the bikes out and clear a path) in the past. It was such a positive experience that I am having Matt's team come back again to organize my basement!
Gary Singer
12. August, 2024.
Matt and his crew are simply amazing! He is super responsive and solved my problem. I needed to pack up 2 rooms FAST in preparation for some construction. His crew too were fantastic. They were punctual. They were kind and smart and prepared. They did a thorough and super organized job of packing up a ton of books plus my husband's fully loaded study cabinets and drawers. And they did it in a way that should make it easy to put it all back together after the work in those rooms is completed. I have already recommended them to my decorator and I will call on them again myself! HIGHLY recommend!!
Leslie Gregory
1. July, 2024.
Thank you truly Matt and team for what has officially been deemed the best Christmas gift for my husband! From a messy dirty cluttered garage with too many man and kid toys to a clean and enjoyable organized room. From the walk-through to the finished product, it was a pleasure working with you and your team and to be honest, a pleasure NOT working with you (hahahahaha). I really spent max 10 min providing my wish list and that’s IT! What resulted from your careful planning, ordering and 8 hours of hard work is a garage system we are happy to have and easily maintain- THANK YOU!
Dan Beck
30. June, 2024.
Matt Baier and his team did an absolutely amazing job organizing my mother’s home in preparation for her move across the country. They were thorough, well organized, went through everything in the house and came up with a plan for all items. This was an especially difficult job that took four days (which Matt estimated perfectly) as my mother had been in that home since 1976. Matt himself went above and beyond in removing hazardous waste to his own vehicle. Moreover, in addition to their outstanding organizational work I appreciated how they handled my mother’s emotions about her belongings, which were quite sensitive given the upcoming move and how long she had lived there. I would highly recommend hiring Matt and his team for any and all organizing tasks. Thanks again, Matt and team!
MM
29. June, 2024.
It was my birthday. And my children had a plan. But let me back up. Over the course of the year, one of my friends began the arduous task of downsizing from large home to small condo. Somewhere along the way, she discovered the term, “death cleaning,” from author Margareta Magnusson. Death cleaning means to remove unnecessary possessions and reorganize what is left… before becoming too old to do so.
In the past several years, I had emptied 4 separate dwellings, my grandmother’s apartment, my mother's house, my mother-in-law’s house, and my mother’s next apartment.
Intrigued by the notion of death cleaning and the painful memory of the cleanouts, I too began to consider what I might choose to leave behind.
So, what began with a trial run, (a thorough clean out of my eldest son’s childhood bedroom) I was ready to accomplish something far greater.
When my kids learned of my intention to launch an attack on the mother of all clean-outs (the basement), they worried what this might entail both physically and emotionally, So, to my surprise, a plan was hatched for a consultation with organizer, Matt Baier!
Meeting with Matt, with the support of my husband, and in the presence of the madness (furniture from various owners, cardboard in every size and shape, school supplies from a lifetime of working in classrooms, and twenty-three plastic bins containing the details of my children’s lives)... felt like the perfect storm.
As we continued to mine through vessels of pottery, glass, random art supplies, remnants of carpeting, wood, and fabric, costumes, tubs, screens, windows, and a life-size stuffed man we called Ned, Matt was busy outlining a tactical plan of action. Meanwhile, as we stepped amid multiples of objects including, but not limited to, kitchen appliance, toys, exercise equipment, electronics, glassware, three TV’s, VHS tapes, cartons of emergency meals packed since 2001, and mountain of debris that hadn’t seen the light of day in years, Matt’s resolve only grew stronger.
Unequivocally, meeting Matt was the lifeline we needed to pull us up from the weight of what we no longer needed in order to pass it all on to those who could benefit from donations.
So with a plan in place, come that Wednesday, a team of three remarkable women arrived at 9:30 a.m. to bring order from the chaos, in two short days.
The process from day one would have been impossible to imagine. But these three incredible workers managed to remove everything from the basement in systematic stages, but not before passing each and every object, large and small, through my hands for my simple proclamation: keep, donate, trash or sell. Although daunting in scope, with each passing minute, the sorting really was simple, fast and surprisingly painless! Granted, I was a motivated purger, so nothing gave me more happiness than shouting: donate with as much gusto as I could muster!
These women were absolute angels. They were physically and mentally strong, determined to complete the work on time, and committed to organizing and reorganizing with thoughtful intention and microscopic precision to the work of sorting and discarding. In no time, as the basement grew unbelievably spacious, these three, then assembled new industrial shelving to accommodate clear, labeled bins (all provided by Matt) to create a visually consistent and clean appearance to this new system of organization
Through it all, Matt and his crew demonstrated common sense, sensitivity, practicality, wisdom, efficiency, an uncanny ability to problem solve and think on their feet, professionalism, most of all, kindness.
Included in the package was the capable Junkluggers crew. They arrived to haul it all away from my backyard: first to their charity center, then, to a consignment shop and finally to the dump to deposit my trash.
What a relief to watch them pull away with most of my basement firmly ensconced in the bed of their truck.
One week post clean out, I process the experience a little more each day. The sense of well being and gratitude I feel is immeasurable.
Thank you Matt!
Laurie M. Pachetti
22. June, 2024.
We would recommend Matt Baier to anyone interested in organizing their home. We used them several times and plan to use them again in the future. We went from being cluttered to being absolutely pristine. Their organization was critical to our success in selling our home substantially above the asking price. We absolutely love the team who made a difficult job, not only easy but also a pleasure.
Megan M
17. June, 2024.
This is a professional organizing company. This is not a friend helping you put a few things away. They come in and get right to work and leave you with your space totally freed up again and small jobs (if any) for you to do if you are so inclined (sell an item on-line, give something to a friend you had in mind) A couple sessions with Matt Baier's team is both liberating and joyful. A game changer. Truly better than therapy.
virginia tran
15. June, 2024.
We’ve used Matt and his team on several occasions. Their services are so helpful, they are addicting! We first started with our kitchen, then garage, master bedroom/closet, daughters bedroom/closet, and guest bedroom. It has especially been helpful because my husband has adhd and they not only organized everything, but they helped create a system to keep things organized. It has been a life changed. Thank you for all your help.
Rachel Walsh
11. June, 2024.
It's been a pleasure to work with Matt and his team both personally and professionally. The whole gang was great. I recently had my garage and attic organized and the feeling was like a fresh shower after a hot day. I highly recommend Matt Baier Organizing for all your needs.
Ellie Becker
2. June, 2024.
I wholeheartedly recommend Matt Baier Organizing. Matt came to my house for a free estimate of the time it would take and the cost. It seemed more than fair and we booked two days. His team was professional, respectful and friendly. They showed up on time and got right to work. Matt Baier Organizing has a great system that helped guide me quickly and carefully through decades of old business files, clothes I forgot I had and other "stuff". They made it easy to let all except the really important things go. My house feels and looks clean. I can see what I have and actually use things that had been buried in the build-up. A different and enjoyable kind of post-pandemic "weight loss!" Do your home a favor and give Matt a call.
Tamay C
25. May, 2024.
Matt Baier Organization did an amazing job assisting me to organize and empty my storage unit. I will definitely utilize Matt Baier Organizing services in the future. Thank you Matt and team for all of your hard work. Tamika
Sharon Wallach
21. May, 2024.
Tremendous results accomplished by Matt’s leadership and the kindest most professional onsite team of women. Our basement went from total chaos to calm and organized. The process was truly easy (at least for me!) and I honestly could not be happier with our results. I would not hesitate for a second if you are considering hiring this company. Just do it!!!
Patricia Sibrava
20. May, 2024.
After 25 years of being in my home, my basement was completely filled with an accumulation of items that were 3 feet high. My floor was not visible and cleaning up the mess and getting it organized seemed like a daunting task. After contacting Matt and having him come to speak with me, I felt relieved that there was a solution to all of this. His team came and helped to organize my items and provided a system to make it all much easier. During this cleanup, I was in complete control of which items were donated or thrown out or organized and kept. The team worked in complete unison and had a flawless system in place. They worked with compassion, kindness, and wonderful sense of humor. My stress level has diminished because I now have an organized and clean home. I am so happy that I made the call to Matt. After speaking to similar companies, I know I made the right choice choosing Matt Baier Organizing. I would highly recommend this service to anyone. His company is professional, affordable, and detail oriented. They deliver 5 star customer service.
Amanda Knorr
1. May, 2024.
We couldn't be more pleased with Matt and his team's work! I reached out in an effort to assist my parents with a decades-long overdue garage clean out and organization project. It was not an easy job (endless amounts of tools and screws, small and large items collected from job sites over the years...along with family items like old bikes, video games, a pool table, etc), and the team went above and beyond to keep the process as smooth and successful as possible on two very hot summer days. They worked around our schedules to determine what should be kept/tossed/donated and in the end we wound up with a completely transformed garage space with shelving, bins with labels, and the ability to finally park two cars inside of it! We're still blown away by what was accomplished during that 2-day process. It’s clear that it’s not just the physical and organizational work that makes a project like this a success, but also the interpersonal skills and tact necessary when working in a stranger’s space with their personal belongings too... and they nailed it with professionalism on all fronts!
M Coughlin
17. April, 2024.
I NEVER write reviews but had to in this case. Matt Baier Organizing provides an exceptional service that instantly reduces stress and increases happiness. I have had the pleasure of using Matt's service a few times and in each case, my space was efficiently and thoughtfully organized with impeccable organization and sorting. Matt pays personal attention to each assignment, and has only high level staff who are professional, talented, and personable. They bring a warmth, integrity and respect to the assignment that make the experience a treat. One can be as hands off or hands on as desired and they magically collaborate to transform the space. We had long put off a project that in a few hours they took off my to do list, and instantly reduced stress! My husband is ecstatic that we don't have to organize our basement and storage area this weekend! Priceless. Bravo!!!
Giora Davidai
6. April, 2024.
After living 24 years in the same house, in New Canaan CT, we decided we need professional help to declutter. Our house is middle size, 3200 square feet, and housed 5 inhabitants, us and our b3 children, and many visitors.
We decided to use Matt Bowers organizers based on recommendations and meeting with Matt Bowers himself.
All of our expectations were met and more. His team of experts were great. They were true professionals in every aspect of the word. Always on time, very knowledgeable and experienced and very accommodating. All through the project they were very attentive to our needs and opinions. And not less important were always punctual and industrious.
Our house is so much more functional now and better organized while we managed to get rid and donate a huge amount of stuff that was just occupying space.
We highly recommend Matt Bowers Organization
Noni and Giora Davidai, New canaan CT
Arpita Muchhal
20. March, 2024.
I was a little unsure how it would be to work with Matt for my office- having seen him in action in homes. Matt spoke to me at length before the session and began to understand what I was looking for- both in terms of design & function. He isolated my challenges snd created an actionable list. A few days later, Matt brought containers and other items for my office that fit into my design scheme. He helped implement an organization program that was clear, fit my needs and allowed me to continue to build on it going forward. There were a couple of pieces that I felt I did not work for me and Matt was absolutely ok with taking back anything I didn't want.
Matt and his team were very professional, responsive to my needs and were able to accommodate my aesthetic into their work. But most importantly they were fun to work with and I felt completely at ease discussing my challenges with them. They truly listened. I would recommend them for any project without reservation.
Roberta Jurik
12. March, 2024.
Believe it or not, I won a contest that Matt was running on FB for Mother’s Day. He posted an ad that said to enter to win a free consultation for organizing. A couple of weeks later he contacted me to tell me that I had won! I purchased a condo last year, so did much of my cleaning out and organizing then, but my daughter needed help with her house. Matt sent two women up to her house in Derby, they were there working with my daughter for three hours, made bags to give away, made bins and labeled clothing for my daughter, her husband and her two children. They were amazing! In a world that is extremely challenged with good customer service, Matt and his team shine through! Bravo! I would recommend him highly!
Krista Sato
7. March, 2024.
We are *REPEAT* customers of Matt Baier Organizing! I even referred Matt to a family member who also used Matt’s services twice! The first time we used Matt’s services was to organize items in a new apartment. His Team was very efficient, professional, and trustworthy. We can’t thank them enough for the amazing job they did to set up our home office, organize storage, and go through TONS of paper!! The Team arrived with supplies on hand, had a plan in place, and demonstrated incredible teamwork. It was such a positive experience that I recommended Matt a relative!
After several other moves, one of which we were only given a 24-hour notice to move all household items into storage, items were just boxed without labels. Since we had no idea where certain items were, duplicate items bought and used. Along came another move, and we continued to box and move those items again. Finally, we needed to combine similar items to reduce the clutter! The team worked so well, always exceeding my expectations by getting this massive project done! It is wonderful to be organized again and able to find items with ease.
The process with the Team is simple, and you work at your own pace. No one will pressure you to get rid of items. Also, there is a great option to donate items. We were fortunate to have boxes and boxes of kitchen items, household, and bathroom items neatly organized or donated to a charity. We can not thank the team members enough for all the work that they did.
We find so much more clarity with an organized home. The flow of our home is peaceful, and we no longer staring at clutter or rearranging boxes to get them out of view!
Nanette Baratta
11. February, 2024.
Matt’s team (that my mother and I referred to as “The Angels” a pun on Charlie’s Angels) saved us. We had limited time to move out of a home that had been lived in for 43 years. They came right in, rolled up their sleeves and got the job done! BEST $$$ EVER SPENT!!! Now that my mom is living in her new place, thanks to their organization, its easy to find things that could have been buried. HIGHLY RECOMMEND Matt Baier Organizing!
Christine Doney
9. February, 2024.
My husband and I bought our home 45 years ago and have loved it over the years but with all those years, we accumulated. My husband passed away two years ago and I have just sold my home and purchased a condo in another state. Time is very tight and I was filled with anxiety on how I was going to manage this all on my own. In two days, Matt and his team led me through my home and organized, packed, labeled, quietly empathized and kept me moving along, and I am incredibly grateful for their expertise and help. And Matt followed up after the two days with possible resources (we have a large LP record collection, for example), contacts for moving, finding new homes for furniture I won't be taking, etc. I would highly recommend this wonderful group and only sad that they won't be in my new state. Thank you kindly, Matt and Team!
Pam K
5. February, 2024.
Words cannot express my sincere gratitude to Matt Baier and his team of organizers. I moved from a very large home to a much smaller home and had boxes everywhere.
Matt's company came highly recommended by several local Realtors. At first, I was a bit concerned about the pricing seeming very expensive; I quickly realized that it was worth every penny and soon became a seasonal client.
The team arrives so prepared and professional; they know just what to do and I can be as involved as much as I choose; or not all. They just get the job done.
Just as an example, I had over 15 file boxes of papers and Matt's team organized and reduced it down to only 4 well organized drawers.
Our personal items were sorted, organized, donated or stored neatly throughout the house.
Matt's team was a life saver for my family. I would highly recommend their service; The results are well worth the investment.
