Office Health 101 – The Organizing Process

Organization is essential for business success. It starts with first identifying what is important to you, then prioritizing into categories. Whether it is business, personal, club, or group, you will have more clarity for decision making with surroundings that are fully operational. Your documents will be readily available at your fingertips to develop a plan, stay focussed and meet your goals.

The process starts by making a decision to recycle it, shred it or keep it.

Recycle It -Recycled material is all your generic information, for example, newspapers, magazines, vouchers, and items for public viewing.

Shred It -Shredded material is all your documentation that displays contact information, financials, bank statements, anything deemed confidential and not for public viewing.

When deciding to recycle or shred a document, ask yourself, is it necessary or redundant ?

Keep It -The next step in the process is to separate your documents into categories as current, reference or historical material.

Current material is information that is up to date and necessary within fiscal year
Reference material is no longer consider priority but good for information
Historical material is anything that has been completed or no longer relevant.

Current and reference material stays in your office. Current material is filed in the top cabinet while reference material is filed below for quick access. Your historical material is packaged with labels and kept in storage. You have gained more office space. How about that!

Congratulations! You have just taken your first giant step towards organizing your office for success by eliminating the excess.

Elizabeth Densmore

Elizabeth Densmore is the owner of Office 2 Office Business Solutions in West Kelowna, BC. Office 2 Office Business Solutions offers a range of office efficiencies for your small business to operate at top capacity by introducing the tools, training and strategies to become more effective and productive. Elizabeth provides the guidance to streamline systems that accelerate, organize and simplify everyday processes.

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