Set up a File System


Goal: I will get organized by setting up files for paperwork and filing incoming papers every day.

Action Steps:

1. Go to the office supply store after work tomorrow.

2. Find the section with filing supplies.

3. Decide what kind of system I want.

4. Buy supplies.

5. Decide where I want to set up files.

6. Take supplies to the area I chose.

7. Set up file cabinet.

8. Fill cabinet with file folders.

9. Decide on headings and color codings to use.

10. Make label for each file. (Oops! out of label tape-go back to the store.)

11. Put files in proper order.

12. Put papers in the proper folders.

13. Locate paper retention guidelines.

14. Purge un-needed papers.

15. Shred purged papers that include personal information.

16. Maintain system by filing incoming papers daily.

17. Review and purge files in February each year.