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How To SORT Paper

by Lisa Woodruff

Mar 4, 2016 | Episode 90 | 18:48

I LOVE to sort paper! But I know even the strongest man will break out in a cold sweat at the thought of sorting a mountain of paperwork.

This week in the podcast, I am walking you through how I think about paper and where it all goes.

Step 1: Sort

You have 3 choices for sorting paper: Shred, Recycle {trash}, or Save. When I am working with clients, we use my paper filing clips to label which box is which.

You have 3 choices for sorting paper: Shred, Recycle {trash}, or Save. This post helps you decide how to sort paper and where to SAVE the paper you keep.

Step 2: Save

Paper Sorting Step 2 | You have 3 choices for sorting paper: Shred, Recycle {trash}, or Save. This post helps you decide how to sort paper and where to SAVE the paper you keep.

 

OK, here is where I think I lose you. WHICH papers go in WHICH system?!

In the podcast, I talk a LOT about how to decide if a paper is a Sunday Basket paper, Binder Paper, or File/Scan Paper.

Here are the basic "rules."

1. If you need to take ACTION on the paper or will FORGET where you put it, it goes in the Sunday Basket.

2. If the papers are related to a larger project and you will use them as a reference or take them to a meeting, they go in a binder.

3. If you are saving this paper because "you might need it someday" but it is not a CURRENT project or task, it gets filed or scanned.

Here are pictures of how I sort papers at a client's house.

You have 3 choices for sorting paper: Shred, Recycle {trash}, or Save. This post helps you decide how to sort paper and where to SAVE the paper you keep.Step 3: Maintanence

Paper Sorting Step 3 | You have 3 choices for sorting paper: Shred, Recycle {trash}, or Save. This post helps you decide how to sort paper and where to SAVE the paper you keep.

Each system needs to be maintained.  The Sunday Basket gets checked every... Sunday. :)

I tend to go through my binders every season and my file cabinet at tax time each year.

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