Special offer

January Filing Workshop A Success

By
Services for Real Estate Pros with A Sense of Order - Organizing for the Home and Office

Last night's filing workshop at the Eagle Creek Library in Lexington, Kentucky was a success, despite the weather.  It was COLD and we got a couple inches of snow throughout the day, but that didn't stop the brave souls from coming out to the library.  14 Attendees in all, Tammy, the Librarian, and I were amazed at the turnout.  We had been agonizing earlier in the day over whether to reschedule and I said, "oh, let's just go for it." 

We all had a great time and there was a lot of interaction between the participants, which was exactly what I wanted.  A lot of great questions came up.  Some of the things we discussed were:

  • How to designate "Active," "Inactive" and "Archive" filing categories.
  • How long to keep different types of paperwork, such as medical records, utility bills, bank account and credit card statements, and tax records.
  • How long to keep the box and packaging something came in.
  • How to deal with clippings from magazines and newspapers.
  • Ideas for keeping different types of important reference materials.
  • How to determine whether something goes in a file or in another place.
  • The difference between just keeping something and making a decision about keeping something.

These are all the same kinds of things that I usually discuss with my clients when working one-on-one, except even the participants were able to contribute ideas as well, which I love.  Supplies were provided, and I gave out a couple door prizes.  I think we all really enjoyed the experience, and I'm looking forward to doing this kind of workshop on a more regular basis. 

In the meantime, it's really ok to throw away the inserts that come with your utility bill!

Posted by

A Sense of Order Logo

Shanna Perino
Certified Professional Organizer and
Licensed Tennessee Realtor
www.asenseoforder.com

 

Comments(0)