Review: Tickler File

Pros:

Here’s the Tickler File I made for myself

easy to create
never expires – you can use it over and over again
easy to use – little decision making involved
no categories

Cons:

challenging to find one set – up for you to jump into using
requires regular routines – probably new ones which can be challenging
with the full system, might be quite cumbersome
no categories
files could get overfilled

Review:

First, let’s get it out of the way – the name is just funny – Tickler File, or maybe it’s the idea of tickle that makes people giggle. That seems to be part of the idea – these files are meant to tickle your memory so you won’t forget all the various things you are supposed to be doing. And you can’t argue with that as a goal – to help you track what’s important and stay on top of things. If only it was that simple.

Since many people I’ve mentioned this idea to have no idea what it is, let me begin with explaining what it is. Ideally it seems to be a set of files that sits out on your desktop or some other surface for easy access. You need hanging folders for each month of the year and some empty ones for the all the file folders. Then you need file folders numbered 1-31, one for each day of the month generally. Therefore, since this is February 20^th, the front folder is February and the first file would be the one with the number 20 on it. Behind the file with 20 is 21-28. Then you’d see the March folder with 1-19 and then 29-31. Next would be the folders for April, May etc. At the end of today, you would move 20 to its spot in March.

The idea is that you put your various papers into the date that you need to deal with that specific paper. Therefore, if you have to RSVP by the 28^th, you might put the invitation into the 21^st file, and make the decision and mail it on that day. Or a bill that you need to pay on the March 5^th goes into the 5 file. Or you need to call that person on the 23rd. When something comes up that you don’t need to deal with it in the next month, you drop it just into the correlating month folder and just as that month becomes relevant, you move the papers into their appropriate day.

You can probably see that for this system to be useful for anyone, they would need to check that day’s file daily. As with any and every system, you have to use it. And remember to use it. Consistently and regularly use it. This is often easier said than done. It can be challenging anytime you try to implement a new way to handle your tasks – creating new routines – and with this system it isn’t necessarily obvious. I think this system also requires that you have enough paper coming in that can get delegated to various days.

It’s easy to create and set up, including labeling – you need 31 file folders, a minimum of 16 hanging folders (one for each month and as many extra to hold all the file folders), and a container to hold all of them. It will always work – since you simply move the old to the back. The only decision that you need to make is when you will handle that thing you are putting into the system. Of course, then when that day arrives, you do need to make decisions. This system works for any papers – regardless of what action you might need to eventually take.

I got a lot of amusement out of the expressions I encountered when I would ask clerks if they happened to carry a tickler file system. So, it’s not something that is readily available in local stores, even the national chains. There appears to be a number that you can purchase online though I would be wary of any accordion styles (though I’m not a personal fan of accordion files in general).

For me, I simply don’t have enough paper to warrant files for each day of the month. Though it occurred to me that it could be simplified by eliminating the daily and instead doing a weekly file folder – either 1-7, 8-14, 15-21, etc. or week 1, week 2, etc.

One of the most common struggles people face is trying to do too much on a given day (or even week). It would be easy to drop papers into this system and not realize until the day of that there’s too much to realistically accomplish.

It also doesn’t break things down in any other way which means that I might end up working more that day when I had actually thought I would be home to make phone calls and check things on the computer. It’s not often, although sometimes I want to get through all of one type of task – non-time sensitive phone calls is my prime example – and with this system they’d likely be divided up among various days since I limit the number of tasks for a given day.

Obviously this system has some great features and can be a good solution for some people. Yet, it also would fail miserably for other people. This might be an ideal example of how we each need to find what works for our situation and personality. As well as an example of how you might need to tweak it to make it work better for you. Nothing else really matters if it works for you!

Productivity

With the never-ending to-do lists many of us face, it can be challenging to balance productivity with reality. None of us can go, go, go and never stop – we have to stop at the very least for sleep. Yet, we need to stop for more than sleep. The challenge in this busy world is to find the pace that makes sense for you.

First, let’s talk about productivity – the definition that fits this context best is “yielding results, benefits, or profits.” If you view this definition narrowly, you might only apply it to those tasks that give you hard, clear results – things that you can see and measure immediately.

I’d imagine that many of you view time with family valuable. Would you consider it “productive”? I would, as there are many benefits and even results. It’s hard to measure. You can’t really know what would be if you didn’t spend your time with family – for you or for them.

One of the ways I think about the idea of productivity is whether I’m making the most of my time. This shifts the idea from trying to accomplish tons of things to being effective and working on those things that are important. In this case, the word important refers to the big picture view – those values and needs that provide meaning and purpose to our life.

The amount of time – “free” time – we all have varies – from person to person and depending on various circumstances – activities, obligations, support and assistance, health, family, etc. If your “free” time is minimal, it’s all that more important to maximize that time. The idea of “free” time seems an oxymoron to me – as who has free time or at least feels like they have free time?

Something that you need to consider is what is reasonable for you personally. The amount of what we can each accomplish in a given day – the degree of productivity – will vary from person to person. What factors are you dealing with that could limit your productivity? How can you maximize your effectiveness?

Inc. Magazine had a blurb about the 3 secrets of most productive people a while back – these illustrate that productivity is about more than accomplishing things.

they take breaks
they are great collaborators
they have lives outside work

All three of these focus on the benefits of stepping away from being in the midst of “working” or being productive in the strict definition. There’s an additional comment about having lives outside of work also reveals these highly productive people have interests that don’t relate to their work.

True productivity can be as much about following your passions that give your life meaning as it is about completing your to-do list and earning money. What your success at being productive will look like is something you need to figure out. I can tell you that it will not mean working on your to-do list every waking moment. And it might mean reevaluating what being productive means to you – considering those activities you engage in that don’t provide those measurable results. I encourage you to discover your own version of what productivity means for you personally.

13 Posts in Honor of the Beginning of 2013

In honor of the beginning of 2013, I’m going to share 13 posts I’ve written over the past 4 years (though my first year I started quite late in the year). It’s hard to believe that I have been blogging this long and many of you might not have seen some of these posts. Especially when you consider that I have about 170 posts at this point.

2009

1- Ever feel like a bratty child approaching your dreaded tasks? I know I have. Check out “I Don’t Wanna!”

2- My first video where I reveal a dumping ground in our home and the approach we took to reclaim that room – “Revamping the Dumping Grounds in Your Home & Other Lost Rooms.”

2010

3- The title of this brings a half-grimace and half-smirk to my face as I think about how it could be misinterpreted, though the point remains; do you have an “Organizer Problem or Personal Problem?”

4- When you’ve decided to tackle an organizing project, it can be challenging to manage your way through it successfully. These are some of the questions I ask and suggest for people to consider as they work, “Ask Yourself These Questions During Organizing.”

5- It’s surprisingly common to struggle with handling those lovely plastic storage containers. Therefore, here’s one take on how to “Tame Your Tupperware.”

6- Have you heard of the O.H.I.O. idea? It’s interesting as long as it’s used in the manner it was intended, which not everyone realizes. Check out “Only Handle It Once” and see what I mean.

2011

7- I’ll admit it, sometimes it’s hard for me to remember all the things I’ve written about. This one stays with me and brings a smile to my face – “Contagious Clutter” can plague all of us. (And be careful it does multiply when you look away.)

8- There’s a common poem that outlines the “Guidelines for a Happy Home” which I use to illustrate some of the things that apply equally to be organized.

9- Although this title is a little misleading, it’s more about some steps to take when deciding to tackle an organizing project, including waiting until you are fully prepared, “You’re Organized, Right?”

10- This is such a little known planner, yet it remains as the one paper style I think about most as it limits our daily tasks, “Taylor Planner.”

2012

11- We all collect things. Yup, we sure do. So, then it’s worth thinking about “Collections, When to Stop.”

12- Arts and craft supplies can be one of the most daunting things to try organizing, there’s so many different approaches and so many things. That’s why I wrote about “Organizing Art & Craft Supplies.”

13- This was probably the most overdue topic since I only really broached it this past year, how to handle the small spaces – from the storage spaces like closets to the living spaces, “So Little Space.”

There it is, 13 posts to celebrate the beginning of 2013. It wasn’t easy choosing which ones to share and I’d love to hear if there’s one that I missed that you appreciated.

I hope you all have a wonderful year. Here’s to being organized – in the real meaning of the word, being able to find what you need when you need it. Happy 2013!

Checking Tasks Off Your To-Do List

One of the questions I ask people when we’re talking about to-do lists is “do you write in tasks so that you can check them off?” There are a fair number of people who admit with some embarrassment that yes, in fact they do that. And I smile and say, “yup I’ve been known to do that too.” I want those check marks – that symbol of having used my day productively. Yet, it’s simply one-way to have the validation that the day was productive.

We all want to feel like we are accomplishing things – both those that are necessary and those that help us feel like we are moving forward. The way that we feel about our to-do lists can vary. It also varies over time – there are times I love my to-do list and times when it simply fills me with dread. As with everything, there are many variables that affect our behaviors and feelings.

My biggest struggle is to feel productive – how many tasks are reasonable to accomplish? There’s this nagging feeling like I could have done more, “if only…” With all the variables of life, what is realistic for a person to do in a given day?

I’ve looked into this, from extensive reading to polling my friends and family. The answers vary dramatically as well as the response that it’s hard to quantify – “it depends.” There was a flaw in my polling – often we each view our tasks differently. Does doing the dishes count as a to-do? Does taking a shower? You can see how defining a reasonable number of to-dos can be challenging.

Tasks take a different amount of time to complete. In a to-do list each item takes a line and can appear equal, even when they’re not. Ideally everything on your active to-do list needs to be able to be completed in one step. This means that projects are kept somewhat separate – like the brain dump to-do list, and only the next step goes onto the smaller daily or weekly to-do list (see my discussion of this in: Decide on the Next Action).

When it feels like I’ve been struggling with accomplishing my tasks, often I will write an estimate of the time I think each task will take. This allows me to see how much I have set to do and gives me the chance to move things to another week (I currently make weekly to-do lists from the brain dump list). Sometimes I will even take a list of tasks completed and note the time spent on each – this provides me with a realistic view of what I accomplished.

Too often I see people discounting the things they did do, as they view those things as minor or mandatory. Nevertheless, everything we do takes time and energy – it counts. During the times when I wasn’t really keeping a to-do list, at the end of the day I would sometimes write down everything I had done that day – another way for me to see what was accomplished.

Unfortunately there is no easy answer about how much you can realistically accomplish on a given day. One thing to consider is how long the things on your to-do list will take – do you have time on this or that day? Based on Harold Taylor’s planner, I recommend limiting your daily to-do list to no more than 3 tasks, above and beyond all those things you do each day anyway. Those 3 tasks can be whatever you choose and of any length as long as they are able to be completed within a reasonable amount of time. Test this and see how it works – when does it work for you and when does it break down?

Cycles of Time

For every time there is a season. I’ve talked before about how I deeply appreciate the seasons, the symbol of how things change – maybe not a lot, yet change surrounds us. This doesn’t necessarily make it easy. It can be challenging to embrace the changes happening. Yet, adapting and then thriving require us to figure out how to make the most of the changes. If you think about yourself over the course of a day, your energy and focus shift throughout that day.

How do you handle your own cycles? There are lots of people who’ve talked about working on your most challenging task during the time of the day when you are most focused. I think of this as finding and working during your prime time.

Sometimes it’s hard to figure out your prime time. There are many factors that impact your focus – the biggest being sleep and making sure you are getting enough good rest. If you are dealing with mental health issues, these too take a tremendous toll on your focus. There are many things that can interfere with your prime time. It’s important to handle these things and be gentle with yourself if you’re struggling to make the most of your time.

It’s great to make the most of your prime time for getting things accomplished; yet typically we can’t stop working after our best time is over. We still have things we need to work on, though hopefully we’ll have made the most of our prime time. This is one the reasons that I think about my tasks in relation to various factors, i.e. time, energy, activity, intellectual, etc.

Do you think about your energy and attention when you’re considering your to-do list? A few years back I began making sure my to-do list had different types of tasks. Too many times I was staring at the list dreading it all and simply procrastinating. By thinking about my energy and attention, I wasn’t making the to-do list that would facilitate making the most of my time. Now I make sure that there are a variety of types of tasks – so when I am feeling more drained, I can work on more sedentary tasks – either needing more or less concentration depending on my level of focus.

In this day and age it seems there’s always more to do, and this means that we can set up our to-do lists with various criteria. Figure out when your prime time is and make the most of that. Then consider what things you can do when you’re more tired – those tasks that require less thought or less activity. If we always have options for getting things accomplished even when we’re not at our best – we move through the to-do list steadily.

Making Progress?

Recently I was talking with a client and she commented that she “should be more positive.” This came after her sharing that she was struggling with feeling depressed and overwhelmed. What people might not know is that I have felt this way more than I would care to admit. So I shared with her that first, we need to eliminate “should’s” from our vocabulary and to allow herself to feel her feelings. But is that all there is?

Frequently the people I work with have a tendency to neglect taking care of themselves. This is an area that is important to make time for – if you are struggling with feeling down and to make progress – look at how much time you are spending on things you enjoy. It’s surprising to see how much we think that I’ll make time for this once I get caught up, once I get that all done.

Our bodies and mind need time to rejuvenate. If we push ourselves to only be “productive,” then we actually become less productive. We struggle to get things done. We end up feeling down and overwhelmed.

This isn’t the end all, be all answer though. Just because we make time to nurture ourselves, it doesn’t magically cheer us up or make the work easy.

We could use successes. Our struggle to make sufficient progress leads to another possible culprit to our feelings – depressed, anxious, overwhelmed, etc. – we try to do too much. We want the whole basement to be organized and expect we can do that in one weekend of dedicated effort. This is an extreme example – what is “too much” varies from person to person. It’s important to figure out what is reasonable for you, and only you.

Therefore, as you work to discover what is realistic for you personally, do small things – those things that you can start and finish with a little effort. By focusing on an area that you can finish in a short amount of time, you can begin to see the effects of your working. As most people I know struggle with paperwork to one degree or another, I would recommend choosing something other than papers to organize – it’s hard to make enough progress in a short amount of time. Do something small and feel rewarded with your efforts by seeing your success.

One of the first things I ask myself if I am struggling in this area is, “what do I see that would take less than 5 minutes to do?” Often it’s those things that are small enough I put off, for whatever reason, – thinking, “they’re so easy, I’ll just do it later.” Yet, by simply doing them, I see the small successes.

Another thing to consider is a contained space to work on – a single shelf or drawer. It can be other things as well, as long as it’s relatively simple. Or consider what else you might be able to break down into a smaller piece to work on and finish. Shelves and drawers are great options since their space is defined and limited – therefore it’s clear when you are done. It also means that you can see the effects of your work. Here’s a link to what I wrote a while back on Diving into a Small Organizing Project. Consider where you have a clear vision of what needs to happen – you know how and where to organize your photographs, your jewelry, your music, your office supplies, and etcetera. This is a potential direction for your efforts.

An additional benefit to working on those small pieces is that it frees up the spaces around us – seeing if we have more space here or not enough space there. We have the potential to see how to break other projects into smaller pieces. It’s rarely a good idea to set aside a whole day to working on one of our projects – it easily leads to burnout – rather than building up the energy to work consistently, which is more effective in the long run.

Sometimes, we just need to walk away from our projects. Not for months – yet to step back and let it be for a while. Whatever it is that you are dealing with, it likely didn’t get that way in the last week, and will take time to work through. When emotions are running strong, it’s generally hard to make progress, so consider what you can manage. Then give yourself permission to do only what you can handle – even it’s nothing at the moment.

Accountability – Nasty or Nice?

This word – accountability – has troubled me sometimes. Too often someone wants to impose his or her version of it on someone else. Even the definitions I’ve found fail to communicate a strongly positive connotation.

From Miriam-Webster: the quality or state of being accountable; especially : an obligation or willingness to accept responsibility or to account for one’s actions
From dictionary.com: the state of being accountable, liable, or answerable

Although they’re not necessarily negative either. There’s a weight to being accountable, you are agreeing to be responsible.

In my coaching classes, we talk about accountability a lot. Yet, it’s in the context of helping our clients define what accountability looks like for them. And then, what they want from us around their definition of accountability. They create the entire experience – according to what works for them.

Sometimes I feel a bit cynical, that the world is becoming filled with people who tend to blame others. “If only, he or she didn’t… then I wouldn’t…” Other times I think we’re reluctant to reveal the extent of the responsibility we each feel for things – to be that vulnerable.

Making changes is hard. Plain and simple. There are philosophies abounding about how to make them happen. One of the most successful tactics for realizing changes is to tell people about your intentions. This makes us most likely to follow through – there’s an accountability built in. We’re making ourselves accountable by telling other people about our goals.

This is exactly like in our coaching practice (and many organizing clients) – our clients share their intentions and we follow up and see how they are coming. Of course, we also spend time talking about the details making it specific.

Yet, what happens when someone is critical of our not succeeding in making those changes? It undermines our efforts. We’re less likely to broadcast our goals again.

We need to make sure we find supportive people to share our goals with – people who will encourage us at the same time that they won’t let us off the hook easily. Hence, hold us accountable. You need to define what that looks like for you – how do you want to be held accountable? Ideally, even if you don’t manage to meet your expectations, the result is not criticism, but curiosity, “what happened?”

Accountability can certainly develop negative connotations depending on whom you’re sharing things with. In essence, accountability is a positive concept. We all need it to some degree, just in our distinct, personal way. When I think about accountability in this way, whether for myself or for those I work with, I appreciate the value it has.

Maintenance – Everything Needs It

As I was edging the lawn this week, I found myself thinking about how fast and easily the dirt and grass overtake the sidewalk. And I used to procrastinate doing it. Yet almost everything in our lives requires some maintenance – at least if we expect it to last. If you think about it, there’s plenty of things you are happy to maintain – your relationships, your job, what else? What are the things that you take care of in life?

When we start to think about it, there are many things that need our attention and care. Our cars need to have oil changes and the tires need air. Our clothes need to be laundered and dealt with – hung up or folded. Our dishes need to get washed. Our homes need to be cleaned periodically. Some of these can feel like work, yet we manage to get them done – at least most of the time.

Maintenance is work – even when we realize the value of it. Even if these are things that are inconsistently done, you recognize the value of it. Life is full of things aren’t easy.

What I have come to realize is that virtually everything in our lives requires maintenance. Each piece of décor needs to be dusted eventually. The knives in my kitchen need to be sharpened. The clocks on the walls need batteries as well as to be changed twice a year. The lawnmower that helps me with the grass needs to be cleaned and sharpened. The heater needs a new filter regularly. The list goes on and on.

It’s a decent argument for limiting the amount of stuff that we bring into our lives. How much time and energy do we want to spend maintaining that? Is that item worth the maintenance needed?

Yet, we also cannot eliminate all things from our lives. We need things – I appreciate my dishes and the food that I put on them. I wouldn’t want to go around naked. I like sleeping on my mattress and box spring – even if I need to rotate the mattress regularly.

We need things and therefore need to maintain those things. Therefore, consider these questions in reference to maintaining things:

What comes more easily for you?
- What makes that easier for you?
What takes work to maintain; yet you still do it consistently?
- What makes that worthwhile for you to work on it?
What are you willing to do?
- And then what are you potentially willing to give up to maintain this or that?

There are no easy answers to maintaining things – or rather to developing new patterns of maintaining things. I encourage you to recognize the things that you already maintain. Then you can use that knowledge you can gain from these successes and apply them to new areas needing maintenance.

Those Random Items

Do you have a ”junk drawer”? Or several? It’s these places where things collect that don’t have a better place to live. We all have items that don’t quite fit in with another category. These things can eat away at us or simply accumulate in a particular space (or everywhere). They can cause a lot of frustration and might even stymie us from moving forward on those things we could deal with.

There’s no question these things are annoying. It can make us feel stuck and sometimes stupid – why can’t I figure out how to deal with them? And we all have these things – we get to a point that we aren’t quite sure what to do with them. What do I do with this? Where do I put that? Often we then just throw them altogether somewhere – hence the junk drawer. Or, in my case, I have a folder in my file cabinet called “Etcetera” and no junk drawer.

The first question to ask yourself is how do you behave when a space starts to get cluttered. We all have a different approach. I tend to become bothered by it and find time to go through it. I regain control of that space fairly quickly. On the other extreme, some people are either rather blind to it or are so frustrated by it they ignore the growing mess. And we easily keep adding things to that pile or file so it does keep growing.

Most organizers are adamant that you never have a junk drawer or an “Etcetera” file. Although I understand their point, what is more important is how you responded to the question above – “How do you behave when a space starts to get cluttered?” If you avoid dealing with that space and keep adding to it, then it is a better idea to find a different way to handle those random items.

I don’t recommend a junk drawer generally – even if you are someone who deals with it promptly when it starts to fill up. Undeniably, figuring out what to do with those things can be frustrating – for all of us. Before you tackle handling these random things, organize the things that are more clear and straightforward. The oddball things are best saved to the last in the organization process.

So, you want to figure out how to deal with those random things? Ideally you want to pull them all together. Also, if you have other things that need organizing, deal with that first. You want to avoid having too much around you when you work on the puzzling, random things.

What kinds of things are they?
How many do you have like it – i.e. can it be grouped with any other category of things?
How many have commonalities between them – i.e. do you have 2 like items among the pile of oddball things?
What is the next action that you are going to do with it – i.e. you need to make a phone call or are waiting until you see someone or you simply want to save it?
What is this things purpose for you?

As with all organizing, it’s about figuring out various factors that I sum up with the term categories. This is defined by how we use things, where we use them, how often we use them, and on and on. The idea is to have the categories “big” enough to make it worth making a category – for instance, it rarely makes sense to have a folder in your file cabinet with 1 piece of paper in it. While on the other hand, you want it to be “small” enough category that things won’t get lost amid all the other things – for instance, a work file is often too large since there are so many different facets and it would be more effective to have it subdivided.

When you are looking at those random things, consider what categories they might fit into. Sometimes this means thinking more broadly – you didn’t consider that this could be memorabilia or whatever.

There is value in walking away sometimes from trying to figure out the place for these random things. When we are frustrated, it’s more challenging to think clearly – and it’s better to set it aside for a while. You can make a list of these things and look at periodically and consider options. Or ask a friend or two for their ideas on how to categorize them.

I recommend a basket or bin for those unknown electronic components and items that belong to something else but you can’t remember or find – then they are all together when you figure it out.

Don’t let those random things stop you from organizing what you can.

Consider Changing Your Routine

I’ve probably said this before; I like routines. It’s soothing for me to have a plan. This doesn’t mean I won’t (or can’t) change my plans; nevertheless I enjoy making rough plans. For years, Thursday and Friday were my prime laundry days. I certainly had to change that for vacations and when the days filled up with other things, yet I would simply choose another more fitting day for that week. When I started taking a class, it made sense to completely change my laundry plan. I decided Tuesday and Wednesday would work better.

The strangest thing happened – at the end of the week I felt tremendously lighter. It was like a load had been lifted (no laundry pun intended!). I was no stricter with myself about being flexible. I was simply less stressed. And I don’t have an explanation. Yet not understanding the logic of this doesn’t make it less true. I feel tremendously better and months later, it holds true.

This is something I would not predict – for myself or anyone else. We all have things we have to accomplish each week and each month. This is true whether we plan for those things or not. I certainly believe that we each have our own way of approaching things – from planning to how we handle our chores.

It can be amazing the effect of making some small alterations to our behaviors. They cannot always be predicted or even predictable. This is one of the reasons I am a fan of trying things out, looking at things like an experiment and seeing what the effects are. Years ago I did this with mowing the lawn. I varied all sorts of factors from the basics of whether I mowed the front or back yard first, to directions and height. This also revealed something rather strange to me – doing the backyard first left me more tired at the end. I see no logic to this, yet it held true over and over. If I had not experimented, I would not know this.

Have you ever noticed a difference in your energy level when you are caught up – when you don’t have tons of things left on your list to do? This is what I think about with the “eat the frog” idea – you do the most important and hardest things first each day. When I apply this, I feel more on top of things – I don’t have them hanging over me, knowing I still need to get to them.

These are some of the ways I notice changes happening around me. And those changes can have profound effects on me. As I’ve talked about before, embrace change – the freedom to play with it in your life can open up doors you didn’t even recognize before. This doesn’t mean you need to regiment your life into routines (who wants that degree of control?), yet experiment and find your own way to be lighter and happier.