Do you know someone who has piles of papers stacked on their desk? Over time, these piles can spill out to neighboring chairs, tables, and even onto the floor. In such cases, it is safe to assume that this person’s filing system has stopped functioning.
If not managed efficiently, paper filing systems can easily swallow up whole offices. Therefore, it is important to tame them as soon as possible and keep them in check year-round. Thankfully, there are very easy steps to do just that. For starters:
- Use a single A-Z filing system for everything. Simplicity trumps complexity every time.
- Keep a stack of file folders within reach to file anything quickly. If file folders are only available in a supply cabinet down the hall they may as well be on Mars for all the chance you will walk down to get one.
- Purge your files annually. Reference material goes stale over time. Toss things that no longer have any apparent value.
- Keep your filing cabinets no more than three quarters full. Don’t let it get to the point where jamming in a document incurs a high risk of paper cuts. Clean up or expand to another cabinet when space is low.
More great tips on general reference filing can be found in this simple handout from the Getting Things Done web site.

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simplest way to do this is through a “Waiting For” folder. A “Waiting For” folder is a depository for copies of any message which requires a response. Most of the time, our colleagues respond quickly. However, the “Waiting For” folder pays dividends for those times when a response is lagging. A best practice is to check the “Waiting For” folder at least once a week. While browsing through the contents make an executive decision on each message: Do you follow up to encourage action or let it lie fallow for another week?
Imagine a room of students who are working on a very tough math problem. Some of them give up quickly and say it can’t be solved while others preserve and work at it until they final succeed. What is different about these students? Believe it or not, IQ is not a factor. According to research, it is mindset.
David Allen is fond of saying that “Your mind is for having ideas, not holding them.” As a knowledge worker, your ability to generate and implement ideas is crucial to your success. The challenge is that we can never know for certain what will turn out to be a good idea and what will end up as a discarded thought. However, it is guaranteed that a forgotten idea will never be implemented. Therefore, it is important to have a method to capture ideas as they appear.
In January 2018, I had a short article published in the American Library Association