The Slippery Slope and You

From what I can tell, the idea of the slippery slope is well known in some arenas and unfamiliar in others. I roughly remember when one of my library science classes presented the idea of a slippery slope and it stuck with me – as they talked about school libraries removing books – like Mark Twain. Removing one book could become a slippery slope for people to then challenge any number of other books included in the school library collection. And not only the possible challenges, also the predicament of how to decide and where to draw the line – how easily you can find yourself sliding down the slope after a few missteps.

This idea – as I learned about it – was about being aware of the small things, and if you ignored the accumulation of small changes you could find yourself down that slippery slope. Imagine yourself on a literal slippery slope – the effort required to go up compared to down. It becomes simplest to let yourself slide to the bottom, although it’s certainly not the only outcome – and if you pay attention to things, you can avoid getting too far down the slope.

The slippery slope is also – apparently – known as logical fallacy where essentially the idea suggests that one step will lead to a cascading of bad decisions and undesired results – the domino effect. Some people suggested it was not a logical fallacy when a middle ground was recognized – does that one misstep would land you at the bottom of the hill or that there were many missteps before you might find yourself muddy at the base.

Yet, what does this have to do with organizing or systems and habits?

The slippery slope can also be a part of systems breaking down and if we ignore or avoid dealing with that we can find ourselves staring back up at the place we used to be. And if I haven’t said if recently, systems do break down, and what once was a great approach has become a problem. If you suspect your once working system is becoming less functional -the first step is to evaluate what parts are still working well and looking for which aspects have become problematic. This gives you some time to see if the issues persist before you take any action. Meanwhile, your awareness and evaluation will prevent you from any more movement in that slippery slope.

When we close our eyes to a growing stack of mail, newspapers, and magazines – it can overtake our surfaces surprisingly quickly. So, when we’re facing challenges, maintaining our systems and organization can take a backseat. Sometimes this leads to suddenly finding yourself surrounded by accumulated stuff – at the bottom of the slippery slope and out of practice.

The slippery slope can sneak up us – for perfectly good reasons just as much as once we’ve taken a series of missteps, it can become easier to make excuses or justify our future missteps. If you look at the recent past of this blog, you will see inconsistencies – which is in strong contrast to over 4 years of regularity. There was no intention of it becoming a pattern, yet as I struggled to finish a blog (there’s more partly written pieces than I’ve ever had at a given moment), it was easier to justify another missed date.

Whatever it is that starts us on the path down that slippery slope, all too often we can find ourselves already there before we recognize our missteps. Then, if things are such that correcting our habits isn’t a high enough priority we fall even more out of practice – potentially adding to the challenge of reestablishing positive and supportive habits.

When you find yourself muddy, bruised, and embarrassed at the bottom of the slippery slope you encountered it might help to know a couple of things:

The slippery slope can sneak up on any of us, and likely we all will end up at the bottom more than once in our lifetime.
It didn’t really ‘sneak’ up; we took any number of missteps to land at the bottom.
Getting yourself back to the top – not even attempting to climb up the slope you slid down – yet still finding your way back to helpful habits will take time and effort.
The journey and the path back to the top might end up being a completely new experience. We’re shifting and changing all the time so the approach you need to take might be dramatically different than how you handled things before. You have learned things since your last arrival to the top.

This idea of a slippery slope offers an image of what’s happened that also reinforces that reclaiming helpful habits isn’t going to be automatic, we get to find our way back to the top. You probably cannot predict how long it will take or what you will find on your journey – there’s a chance it might even seem completely foreign to you. Yet, you have something to conceptualize the process and hopefully that can help you avoid self-recriminations ~ which won’t be of any benefit as you set out on your journey back to the top! Thinking about the slippery slope can also help you to be aware it exists, and then you can try to avoid too many missteps; if we can recognize our entering ”dangerous” ground, we can then take action to prevent any additional slipping.

So, what do think about this slippery slope idea? Does it seem like a logical fallacy? I have a fascination on logical fallacies, so it’s probable there will be a post on it one of these days!

Consciously Incompetent?

I don’t remember when or where I first heard about the learning model where being consciously incompetent is one of the four stages. In some ways it surprises me how many people have not heard of the four stages of competence and then after they’ve learned about it – how excited they are by the ideas in it. Even a refresher on the ideas can be revitalizing – the model is a reminder that learning is a process. Some of us can fall into making critical judgments about ourselves and that is dismissive of how our mistakes are critical to the process – it’s a way to learn and become unconsciously competent – where we have mastered the skill and knowledge we wanted.

The first stage is unconscious incompetence. When you don’t know what you don’t know you’re in this stage. It could be that you recognize a skill in someone else, yet are dismissive of the usefulness of it. In order to move onto the next stage, you must recognize – become conscious – of both your own lack of skill and the value of learning it.

From there, you move into conscious incompetence, the second stage. You’re aware of the deficits and have little knowledge or skill yet. This is a time when you’re likely to make lots of mistakes – and making those mistakes can be important to moving through this stage. Mistakes are an opportunity to learn – as trite as that might sound! Another way to consider this is how part of what you’re doing in this stage is practicing. We’ve all heard how “practice makes perfect” (though please don’t actually try to be perfect). What we’re working on in this stage is becoming competent.

The third stage is conscious competence. You have gained the knowledge and skill though you have to think about it and probably need to concentrate in order to execute it. You might need to have all the steps broken down or have more detailed processes at this point in your learning. You are still making mistakes in this stage, though they are on the decline. The effort to demonstrate the skills can be time and energy consuming – more than what’ll be needed in the last stage.

Unconscious competence is the last of the learning stages. This is where you have mastered the skill to the point that you no longer need to concentrate to make sure it’s done correctly. Mistakes are few and far between. When you’re at this stage, you have the skills and knowledge to teach others.

As you can see, learning something new takes time as you move through these stages – and only when you’ve reached the final stage are mistakes negligible. How realistic is it to think that you can gain the skills without a learning curve? Heck, how perfect are you trying to be? The time it takes each of us to move from unconscious incompetence to unconscious competence is unique to us.

Once you know about these stages you can consider where you are in the process. Despite the fact that many people seem to believe that organizing should be simple and easy – doesn’t make it so for everyone. Let me clear, organizing is a skill like anything else – it is something anyone can learn. It’s also not knowledge we’re automatically born with – we learn it just like driving a car or anything else. Organizing is something that can have many variables – many opinions about the way to do it (or the best way). This means you have that much more to learn – more time in the middle stages before you reach the unconscious competence stage.

Therefore consider whatever it is you’re trying to develop the skills and knowledge about – what is the complexity level? Where are you in the stages of learning? To some extent, our lives are a constant state of learning – at least it can be. Therefore, if we consider the stages of learning in combination with how we can continue to learn – we have a way to gain perspective. Each and every one of us goes through all four stages – no one is exempt.

The Four Stages of Learning

Unconscious Incompetence
Conscious Incompetence
Conscious Competence
Unconscious Competence

Setting goals for yourself and trying to create new habits could be considered you learning through these same stages – how to move from resistance, to planning, to action and practice, and each step that will take you to the final goal of it becoming a routine that requires little thought. What do you think – do you see a connection between the stages of learning and your desire to make changes in your life?

Giving Thanks

This is the time of year when we tend to think about being grateful – at least if you’re not already practicing gratitude regularly. After all tomorrow is Thanksgiving – a day we often associate with sharing the things we’re grateful for – before digging into the feast. Yet, it seems as a society we’re thinking more and more about gratitude – and the value gratitude has on our own lives. How often do you take time to consider what you are grateful for?

It can be all too easy to downplay and dismiss the value of expressing your gratitude – after all you’re busy and the things going right don’t require your attention, either in remembering or for problem solving. One day is enough, isn’t it, for sharing the things you’re grateful for?

Although we certainly don’t want to forget those things in life that need further attention from us, there is value in remembering all the things that went right, that there were things that we can be grateful for. Human nature is to focus on the negative, yet this just reinforces the ruts in our brain that can limit our thinking and perspective.

Earlier this year at the ICD (Institute for Challenging Disorganization) conference, one of the speakers talked to all of us about “Living Stress Free.” Lots of things can contribute to our stress level and the way they interact then has a further impact. Therefore, we can reverse the path to stress with some practice and tools. And you probably guessed it – one of those tools is expressing gratitude.

His recommendation was at the end of every week to count your blessing with these 2 steps: 1) recall 3 things from the prior week for which you are grateful and 2) acknowledge 3 things in your life (not time constrained, but overall) for which you feel blessed. He went on to share that research suggests that this practice translates into people with less depression and stress and that they are more likely to make progress on important personal goals.

New to me was that there is some evidence that counting your blessings once a week is more beneficial than doing it every day. I found contradictory information on this in my research – and overall that there is no consensus yet about the frequency. There seems to be no debate about the value of being grateful – of making a practice of it – as long as you don’t get so habituated to it. Consider the feelings that accompany being grateful – those are part of what benefits the brain.

Sometimes it can be challenging to find things that you are grateful for – whether you’re experiencing depression, a series of tough life events, or whatever else it might be that interferes with identifying the blessings in your life. Every organizing client that I’ve had has had areas where they are successful – though they don’t always recognize it. Search out the parts you are succeeding with – I insist there are some! 😉

Due to my worldview, the obstacles and struggles I’ve faced in my life are blessings – they helped me learn and grow. So even in the midst of a struggle, I can be grateful. That doesn’t mean I’m not frustrated or challenged, simply that I have confidence that it will in the long run be a blessing for my life.

Similarly, you can feel gratitude for the goals and desires you have. Where would you be without those? If you’re dealing with a cluttered living space and desire more order – can you acknowledge the strength and blessing of wanting it to change? This focuses on the positive – which will support us in moving forward.

We’ve probably all heard that “Thanksgiving was never meant to be limited to one day.” When we make a habit of gratitude we shift things for ourselves – we’re more resilient, more realistic about our self-worth (rather than pessimistic), and it helps us live mindfully in the present moment. With my approach of experimenting – if you find yourself resistant to the idea of making a practice of gratitude in your life, test it out. Commit to 2 weeks and just do it – and then observe – how do you feel? Has anything changed? In what ways?

Follow-up on the Arc Notebook

It’s hard to believe it was only January that I reviewed the Arc Notebook from Staples initially and two things have happened that inspired me to follow-up on this – to share more about how it’s holding up with even more time and usage.

I continue to greatly appreciate this notebook – it really is my go-to place when I need to write things down. This includes my to-do list for the week (or occasionally, day), notes about any blog ideas, things that inspire me, and other things that it’s easier to hand-write (rather than using the iPad).

First, I need to share that there is something I forgot to talk about in my review – another positive aspect of this style notebook (both sizes) is that the rings allows for the notebook to be flipped over like a standard notebook. This means that if you have limited space for the notebook to be sitting out, you aren’t limited to it lying there closed until you need to use it. The poly style will lie flatter since the leather has some bulk and causes it to lie at a slight angle.

It’s been interesting though, the amount of paper that comfortable fit in the notebook seems so little. My perception (and some of the people I work with also) is first that it’s easy to put too much paper in – I think the rings are deceptive in that it seems like more paper would fit easily.

I’ve also become curious about if we’re simply more comfortable with having lots of pages available to us – so when we see how much we need to cut back on the pages, we feel ill at ease. I know I do – “uh-oh I only have 8 blank pages” – yet I have yet to use all those pages in a sitting. And there is still a bit of discomfort about how few blank pages there are – hence my curiosity about how we view the access to blank pages in our notebooks.

And it finally happened – there is a page that is coming loose and does not want to sit back around the rings. I shared in my initial post how it seems like the pages would not be easily moved around time after time – that there should be a limit before the punched paper will just stop working. Although I initially had some pages where the punched paper was certainly flexible from moving it around, it still connected solidly with the rings.

The only page that has caught my attention with this issue is the first page I left in the notebook – I left in the cover page – and the bottom punch doesn’t want to stay. Even though the cover page is beginning to not connect with the rings – it’s still only 1 of the punches. The page has 7 other punches helping to keep it attached – so even when the paper is getting tired, it happens slowly and there is support so that the page is still part of the notebook.

I’ve been appreciating the Arc Notebook so much that it took me a while to start using the similar notebook from Ampad (blog about that coming fairly soon!) and my intuition tells me that I will still prefer the Arc Notebook. As I see people making notes for themselves – either on random pieces of paper or just filling a spiral notebook with notes – I think about the Arc Notebook and how easy it is to keep like notes together – at least as long as you don’t fill a single page with notes that relate to different aspects of your life. It’s probably obvious that I consider this product a great option for a variety of needs that require our writing it down.

Our Minds & Our Organizing

I think we are all doing more – we have more to track and stay on top of – than in past generations. I don’t claim to know whether we’re saying ‘yes’ to more things or if there’s more to do. Whatever the reason, it can mean that it’s easier to get overwhelmed and for things to simply not get done. I could probably write a whole post about saying ‘no’ to things – even those that we put on ourselves – yet this isn’t what this entry is about. When we have what feels like endless things we need to track and accomplish, organizing can be one of those pieces that feels less important. Although if we know where things are and where they go, we can be more successful with all the other things we’re trying to handle.

When you decide organizing is important and will benefit you – it doesn’t happen magically. (If only it was that simple! :)) The way we think and process interacts with our organizing efforts – in all ways, the decisions we make in choosing what, where, why, and how we put our things and then both in creating new systems as well as in maintaining what you’ve set up. Our minds are critical to the process – and they can fool us. How so, you ask?

Have you noticed that you can set aside the time, energy, and focus for organizing and then after you’ve done all the work realized that it’s not as logical as you’d thought? I’m not sure how many people see this – that the way we think can end up creating some additional challenges to our efforts.

First, there’s more than one “logical” system we could create for ourselves considering the way we work. If you’ve ever tried to categorize things, you’ve probably encountered those items that fit in more than one place and then have to choose one – and then, most importantly, remember which place you chose – and all at some unknown future point. Filing is an example of specific example – what to call this or that file and then finding where you decided to put those specific papers. Sometimes the fact that things can be misplaced even with thoughtful and logical decisions can be upsetting for people – potentially to the point of avoiding making decisions on systems.

One way to help you track your systems is to make a list or a map – keep it relatively simple. I have a list of each file name and which drawer it’s in and then one of those files has lists of the boxes in storage and what the rough contents are so if I need to find a specific thing I can reference my file and go directly to the box it’s in. I recently made a map of a dresser for a client – where each box, labeled with a short description of the contents (mostly 1-3 words), represents a drawer in the dresser. Whatever you can do to help your mind focus on the things that really matter is what’s important.

example of a map for the contents of a dresser

An example of a “map” to identify where things are stored

Second, we might be impatient to find our solutions. The level of frustration at how chaotic things feel – whether that’s searching for things or how many things we’re dealing with – can tempt us into rushing into setting up something – anything. And then we change our minds – and set up something else. Maybe we do this over and over and over again – and avoid sticking with any one system long enough to find out how it does help us. Just because something doesn’t work immediately does not translate into its being useless. It’s too easy to discount the importance of our habits – that it takes time, energy, and most importantly effort to shift them. Do you remember the process of learning to ride a bike? It took time and practice. Therefore, make a decision – hopefully thought out – and stick with it for a while, working on being consistent with it.

In our search for answers – the way to make things easier – the thought of spending time thinking can be objectionable. “What, you mean, I have to not act, let the crummy system/space continue? And sit still and think?” Well, mostly yes (you don’t have to sit still ;-)) – if we avoid considering how this or that did or didn’t work, all the various pieces of it; we’re going to keep jumping randomly from one idea and system to another. Meanwhile, life isn’t going to be simplified and finding things that work for you are likely to elude you – defeating the purpose of trying to make things easier.

Although it might feel counter-productive to evaluate your systems – “a waste of time” – taking the time to do this will save you time, energy, and effort in the long run. And when it appears that a system has broken down – take the time to re-evaluate things. You might discover that something else – not the system – has changed. There are plenty of times that things can become fully functional with some tweaks here and there, whether they are new to you or established yet fluctuating systems – and not require an overhaul, i.e. more time, energy, and effort from you, unnecessarily.

The benefits of being organized are innumerable – the reduction of stress and worry (at least in the organizing area) is priceless. It would be hard to argue that it’s not valuable – though there are certainly times that it isn’t high on the priority list. It requires we spend our valuable time and energy on it – all the more reason to not rush into it. And ideally we’re going to approach our organizing efforts with our mind focused and relatively clear. It’s your best asset for discovering the systems that will enable you to simplify and focus on all those other things you’re handling. Therefore, use your mind to choose a system to try, set it up mindfully, and then stick with it for a while – and of course evaluate how it’s working or not for you.

More Scheduling Options

With the challenge of there being so many possible solutions for each of our struggles, the prospect of finding our own approach can be daunting. It all to easy to want to find an expert that will tell us what to do – break all the pieces down so we can follow it and poof, our problems will vanish. Even when our experience shows how unlikely this is, we can still get caught up in wanting an easy answer. Instead, when you know some basic ideas and approaches, you can pick and choose the parts that work for you and move forward. It is definitely a process – it’s likely to take time – and here are some ideas to help you find your own solution.

Make a Time Map-

This is what Julie Morgenstern’s refers to as a “budget of your day, week or month that balances your time between the various departments of your life.” I think about it as a chunking of what we need to do and how it relates to our schedule – a combination of the roles we fill and the ways we can shape our schedules to fit our life and style. It’s a visual guideline for how we want to use our time; usually done in broad strokes (though you design it as you want or need) and from here you can see where to add any additional appointments or tasks. Here are some sample time maps to see various ways you can design your own: Time Map Sample Booklet.

Since my schedule varies extensively, creating and using a time map is more challenging. Instead I’ve considered how much time I’d like to spend on the various roles of my life each week – then I can add them in as my schedule allows. The schedules we each have can vary so dramatically – this is where the strength of the time map can shine – you create it for your schedule, both the obligations of your life as well as your personal style. This deserves more attention; so keep your eyes open for a future post on just time maps.

Get Curious-

Look for patterns in how you schedule and how you react to your schedule. For instance, when you have an appointment, you find yourself energized or drained after it? It won’t be that simple though, but it can begin to reveal your own style. Do you repeatedly schedule things around other appointments? Do you honor those scheduled tasks? One of the key features of being curious is that you continue the curiosity – things change and evolve all the time. Therefore, even if you think you’ve identified an important piece for yourself and schedule, work with that until it changes and then curiosity is still there to use again.

Experiment with the Variables-

Since there isn’t one right way of doing things, use that curiosity to test different options. One easy thing to test out can be when you run errands – do you do it at the end of a workday or when you have a day off? Or do you do a bit of both? Whatever your approach is, consider changing things for a little while – test how the changes impact your schedule, time, and energy. I’ve discovered that I function better with 1 day a week that has no appointments – even if that means I need to make a couple days longer to run errands. I also use David Allen’s Getting Things Done 2-minute rule in a different way – where I will decide on an amount of time, say 15, 30, 45 minutes and then work on all the 2-minute tasks I can find during that time.

Brainstorm: What will help you to be more mindful of your schedule?-

Between my curiosity and experimenting I figured out how many working hours were realistic. Yet, that didn’t solve how I’d sometimes over-schedule myself. Considering my calendar schedule – I work with the iPad calendar and the week view – I decided to create an “appointment” with the work hours scheduled for that week. This hasn’t eliminated my over-scheduling, though it’s helped tremendously and nothing is perfect. You know your schedule and your challenges, what can help you? The possibilities might not occur to you right way – sometimes they need to marinate. Once you have an idea, try it and see what happens. Each idea you try is a success regardless of whether it is a solution for you – at least if you give it a good trial.

I wish for all of us that an easy solution existed. Once we find the pieces that work, it can seem easy. It’s the process of discovering our own answers that can challenge us. I’m here to tell you it can be done – have hope. Not long ago I wrote 3 Common Scheduling Recommendations, which talks about probably the most common advice from time management experts. It’s a journey – our path to figuring out how to make things work best for ourselves. Good Luck and if you have any questions – you know how to reach me.

3 Common Scheduling Recommendations

What comes to mind for what ‘schedule’ means to you? There are times that I think of my calendar specifically – those appointments that are concrete and involve other people. Other times it’s broader than just my calendar – where it’s all the various pieces on my agenda. And let’s be honest, we all have an agenda – whether or not we write it down or make consistent progress. When we struggle with our schedules it’s setting us up for crazy-making – we feel guilty, lazy, and head towards being overwhelmed. And no matter what any expert might claim, what will help you is something for you to discover, so let’s consider some approaches that you can experiment with to find out what will help you.

Put Tasks Into Your Calendar-

Most time management experts say that we need to put tasks into our calendar – you choose a block of time and add it directly, making it into a concrete appointment, with you. If you’ve never tried doing this, I would suggest you test it out and see if it helps you. This seems to be one of the most popular and common recommendations – sometimes even part of the foundation of time management approaches. It’s also a prime example of something that works for some people and falls flat with others. Although I play with this from time to time, it’s something that fails to benefit me. Maybe my inner child rebels against that much structure or I’m aware of how negotiable those tasks really are – yet more often than not, any tasks in my calendar end up getting done in other time slot or avoided. The one exception can be errands – where I choose the errands based on time and location, so it’s really the most convenient to do it then.

Identify Your Roles-

This is another popular piece of the foundation for managing your time – identify your values and the life roles you fill. Another way to think about these is what are your big picture goals for your life – those important things that you want to spend time on. I’ll even go a step further and tell you to make sure one of those things on your list needs to be: personal/self-care or some other name that means you’re making yourself a priority in order to have the energy for the other things. If we identify “relationships/family/friendship” as a role we value, we can then make room in our schedule for attending to that. I talk about this in Tasks – Big Picture View, and share my own list of 5 roles. The list of your roles will work more effectively if it’s short (again time is limited) and then you make effort to include fulfilling aspects of it in your schedule. You can use these roles in other experiments – both to help you include them in your schedule and to see if you are living your values the way you’d like to be.

Include Time Estimates with Each Task-

Many experts talk about writing the amount of time you think a task will take right after the item – regardless of what the task is or how time consuming. As I talked about in Take Control of Your Schedule, we all only have so much time to work with and it only helps us if we can avoid over-scheduling ourselves. I’ve talked before about how our perceptions of time can be distorted – in either direction – so writing down your estimate about how long each task will take you helps you to be mindful about what you’re trying to accomplish and whether it’s a task for another day or time. Also by having the time estimate there, you might realize how you need to adjust the allotted time for certain tasks, more or less time – helping you control your schedule in the future. Although I do not write time estimates each week on my to-do list, I use this as needed – whether to remind myself that this or that task will take more time or to clearly show that just because most tasks are “small” the time still adds up. I’ve also noticed that when I am feeling overwhelmed that including the time estimates on my to-do list helps lessen my anxiety and stress, which translates to making the most of my time in smart ways. Of course, if you use a digital calendar and put your tasks directly into your calendar, you are blocking the time – the estimate of the time that task will take you. Even if you don’t physically record your tasks, you can consider the time required when you’re thinking about what’s on your agenda.

These 3 approaches to handling your schedule more effectively are probably the most well known, although I’ve got several more on my list of options for scheduling experiments for another time. None of these are the end-all be-all that will solve any schedule challenges. They can all be used together or not – although knowing these approaches, even if you don’t actively use any of them, can be important as you work with your schedule. If you haven’t tried any of these, test them out for yourself and your life. Do they add any benefit for your schedule? Is there a particular time or context that they could help you? Remember, it’s all about finding ways to help make your life easier.

Misplacing Things?

It happens to all of us – we forget where something is or can’t find that thing we need. I’m currently even in the middle of one of those times – one of our magazines has a place, I’m sure of it – yet I cannot seem to locate where they are. It bugs me! And granted I can be a bit of a perfectionist; it’s more than that though, it’s unsettling to know you have something yet cannot get your hands on it. Although on some level losing things is inevitable, it’s worthwhile to work at minimizing that. Therefore let’s look at some of the causes of losing things as well as steps to take in order to limit how much we misplace.

We don’t put things away when we’re done with them.
- Put things back into their home when you are done with them. How’s that for an obvious solution? Yet, the better we can get about this, the easier our lives can be.
- This can happen for any number of reasons and sometimes it can even make sense at times. There are steps for dealing with things we aren’t ready to put away so they won’t get misplaced in the process. First, is there a place nearby the home that keeps the item more accessible? For instance you have an item you pulled out of the bathroom medicine cabinet/drawer/cabinet and want to leave on the counter – it might be the reminder of seeing it or making it easier to access. I have a counter of sorts for in process stuff – everything goes there, waiting to be used and then returned to its home.
- Also, keep things moving toward their home – I know I don’t always want to run upstairs/downstairs to just put something away – yet I have containers for items that need to go in that direction, so the next time I’m moving that way, I take it along and take the few moments when I get there to put the things away.
- Does something else need to change? We had a chronic problem with scissors in our home – they kept disappearing. When we talked about it, we realized that we really wanted more around – it was too inconvenient and not easy enough – and once we got a couple of more pairs, they each go back to their homes after they’ve been used.

We put like things in different places – whether that’s forgetting where we’d put that x thing before, or wanting those x things in multiple areas for ease of use, or changing our minds about where to keep x and not moving the earlier place into the new place.
- Put x in only one place and do it every time.
- Early on in getting things organized, focus only on choosing a place and putting the things in that place. That’s the most important consideration initially and later you can think about other considerations.
- Also, if you’re early in the organizing process, remember to think in broad categories first – so all “office” supplies get put in one place, or like I talked about recently with papers in Paper Pyramid, all papers to be filed in one place. You can refine these once you’re further along, though those things will likely be close together at that later point too.
- There can be times when having more than one place for x thing: cleaning supplies in each bathroom, items you want on each floor of your home, products that are currently open and being used like Ziploc bags, toilet paper, garbage bags, etc. are examples that might have two locations – those that are in use and those that you pull from when needed. As with almost everything, it’s not completely an absolute – unless you can make it so.

Here I’ve only covered two of the reasons we can misplace things among the many possibilities that exist. I’ll discuss more in the coming months. And you will probably begin to see how much overlap there can be among the culprits that lead to our misplacing things. With these two examples – we might not put things away when we’re done with them because that item could go in more than one place – so it’s easier to simply not put it “away.” It can help to examine which is your primary struggle with misplacing things and then try different strategies to limit or even eliminate these tendencies.

Herding Papers into the Filing Cabinet

I have a vision of trying to herd cats – with them flying in all directions! I’ve only met a few people who actually enjoy filing, and the rest of us try to manage it. This can be especially challenging if you have put off handling your papers once you’ve finished the action they needed – as well as if your filing system is over-full from lack of purging. When you are facing this situation you have a decision to make about what your first step will be – do you begin with thinning your filing system or by corralling all those loose papers?

First some questions: (familiar from my “Paper Pyramid”)

Do you currently have a system for your papers?
Is there room within your system for adding papers? (i.e. is your filing cabinet or whatever stuffed full or not)
Are you happy (relatively speaking) with your current system?
How many papers are waiting to be added to your system?

If you can answer yes to the first 3 questions, then your progress can move forward more easily – how much so will depend on your answer to the final question. (If you answered no, check out the link above to Paper Pyramid.)

The most satisfying first step regardless of your answers is typically to get all those loose papers together. Toss all those that you don’t need or want to keep – as long as it’s obvious quickly; otherwise wait to decide until you get farther along. There will be more opportunity for purging in the process.

Just like if your answers from above were no, the foremost consideration as you look at each piece of paper is whether you will need this in the short-term or not. Depending on the amount of papers, this might be all the distinction you need – 2 piles of papers: needs action and to file. It’s critical that you keep all papers that need your attention separate and together through this process – until they can be tossed or moved into a pile for organizing/filing.

Hopefully if you answered yes, you’ve already made the decisions about how long to keep papers that are exempt from governmental guidelines. If not, there’s still hope – you just need to think about and decide for yourself how far back you need to keep certain records. There are many opinions out there about how long to keep your papers (besides property and tax related) – which I talk about some in Paper Retention. Remember at this stage it’s fine to add all papers to their pile, the decisions can be delayed for the time being.

Depending on your answer to the last question, “How many papers are waiting to be added to your system?” the next probably step is to subdivide. For instance, get all your financial papers together, all the instruction manuals, everything that can fit into a category – make sure the pile of papers is relatively small so that the filing process can move along smoothly.

Since you answered yes to the first three questions, consider another question:

When was the last time you purged papers from your files, even if they are not overflowing?

If you don’t know or it’s been more than a year – as much as you might not want to hear it, this is the ideal time to organize your files. This is not about emptying the file drawer and surrounding yourself with piles of papers.

It is about taking the best opportunity to make sure only papers you need and want are taking up the valuable space in your system. Therefore, you have a pile of financial papers ready and waiting to go into their file. Pull out the file – completely out of the filing cabinet. Look through it, this doesn’t need to take much time once you’ve decided how long you’re keeping each type of paper – and remove all those papers that are older or no longer relevant. Then add the sorted papers you’ve gathered from around your house into their appropriate file. Continue with each file.

One of the things I’ve done to streamline the purging of older papers is to place a single tabbed divider between each year in every file. This means that at the beginning of the next year I pull out all papers in front of the first divider and shred them, and move the tabbed divider to the back of the file and add all current papers behind it. This makes regular purging a simple process that requires virtually no thought.

Remember that one of the things that can break a filing system down is having too many papers in one file. There’s a fine balance between too few and too many papers in one file. And to state the obvious, if we don’t purge the papers from our files, they will overflow – or more likely we’ll stop doing the filing to avoid dealing with that cramped file. Any way that you can make purging papers an easy part of the process will save you time, energy, and most importantly – your sanity throughout your life. Your files will no longer threaten to explode and any resistance to getting those papers into the filing cabinet will come more from just the dislike of the filing process than actual problems.

Getting papers from around the house into the filing cabinet should not at all be like herding cats. Ideally it’s not a chore, it’s something that can happen fairly easily. Although I admit, filing remains a chore for me. It’s still not like herding cats – I have an inbox designated for papers that need filing in a discrete place that also has limited room for growth – the paper corral. If my papers have moved past any necessary action, they go directly to the “inbox,” and this is where they stay until I manage to get them into the filing system. This means my papers are in one of three locations only: action needed, the “inbox,” or in the correct file. It’s only the last step that I can still struggle with – yet it’s completely organized as it is. It’s all about finding what works for you – so herd those papers into the filing cabinet and regain control of your space.

To-Do’s – Technology and Traditional

My adamant approach to all things we do – whether organizing, managing time, cleaning, or working on our goals – is to find our own, individual way. There is no one right way to do anything. Take what works from each approach and combine it into something that works for you, even using any of your own unique ideas no one’s ever mentioned. And no matter how good or logical something sounds – follow your own needs. Additionally change or adapt it when it makes sense. When it comes to to-do lists, it can be completely personalized, where only you matter.

Recently I talked about my to-do program on my iPad – Appigo’s Todo. Yet, as much as I use it and wouldn’t give it up, it’s only part of how I handle my to-dos. I do rely on it and is the place where I try to capture all the tasks I need to do – eventually. This is often called a “brain dump” where you get all your tasks – regardless of priority, relevance, timeline, limitations, and etcetera – out of your head. It’s not important how you capture them outside your head as long as they’re saved somewhere besides your brain. This is one of the important aspects my technology to-do list serves for me.

This complete collection of all your to-dos can be utterly overwhelming. I’ll confess that quite often looking at my whole to-do list can paralyze me. It’s not that I don’t recognize what needs to be done or that many items are for the future – it’s just that there’s so many – ugh. A pro for a digital collection of your tasks is that it stays neat and never requires you to rewrite it since you can move, rearrange, and modify any and all tasks easily. I’m pretty confident that I am saving significant time simply by not rewriting and reorganizing my lists!

For exactly this reason as well as some other reasons, I sit down once a week with this master to-do list, my calendar, and my ARC notebook. I review most of the tasks on my list considering the time and energy I’ll likely have to dedicate to working on these items. Then I date the page in my ARC notebook, “June 3-9, 2013” and proceed to list typically 7-14 tasks, the goals of what I want to accomplish during that week. The process of writing them down serves me in a couple of way – it forces me to be mindful of how many tasks I’ve set out to do since I find that just a digital list can too easily grow unrealistically. Also, writing them down seems to help my memory of them without the list in front of me – there’s research that supports the process of writing connects our brains with it more than just reading it.

A couple of notes:

– generally I recommend not setting more than 3 goals/tasks per day as a common struggle is to overestimate how much we can do which can then lead us to feeling unsuccessful and more overwhelmed though of course varies according to your own life

– some people find it helpful to add their tasks directly into their calendar which is great if it works (my inner child rebels against that vehemently! lol)

Even with this process, it doesn’t mean that I don’t look at my master to-do list during the week. First, my master list has regular daily or weekly tasks that aren’t included on my weekly handwritten to-dos. Second, as much as we might try to plan our weeks (or days) things can arise that require we adapt or change our focus.

This is when I find the digital to-do list additionally helpful. Most (maybe all?) digital to-do programs come with multiple features for organizing your to-dos. How you set those up and how you use them is quite personal. I’ve designated areas or “roles” of my life (which I talked some about in, Tasks – Big Picture View): Routines (this is new for me), Business, Household, Health, Personal, Volunteering. Ideally I spend some time each week in each of these areas and if I need to shift my goals for the week, I can consider if I want to focus on a particular area and use the program to only look at those tasks. I have some tasks set with an alarm, which helps make sure they’re dealt with.

Another way the digital to-do list helps me is that I set up contexts (only 1 per task) and tags (no limit per task), both of which I can sort with and see only those tasks that relate to what I’ve specified. There are times when I put off certain types of tasks and then find myself motivated to tackle them. Let me give you an example – what I consider “technical” phone calls are disturbingly problematic, those phone calls where

there’s a strong probability that it will either be phone tag and I’d ideally be around to limit the phone tag or
require being on hold indefinitely

Chances are that only those types of phone calls are even on my master to-do list and by setting the context as “@Phone calls” I can pull all them up regardless of what category they fit into and burn through them when I have the time and feel up to it. Similarly one way I use tags is for identifying types of tasks that match my current capabilities – my physical and mental state like I talked about in Your Tasks have Needs.

I’ve combined my to-do list into using both technology and more traditional methods. Some might find my way to be slightly redundant. Yet it’s my way, not anyone else’s – it’s been changed and modified over the years according to what does and doesn’t work as well as working through how to make it more successful. I doubt I will ever be done tweaking it – like the written list that sometimes has a specific day written by the tasks and sometimes time estimates while most of the time it’s just the task. It’s most important that you find ways that work for you – a system for handling your tasks that supports you in making progress through them – whatever that ends up looking like for you.