Not So Silent Night (Holiday Social)

Not So Silent Night (Holiday Social)

Join fellow NAPO Houston members and Business Partners* for an engaging holiday party! There will be plenty of food and fun times. 

At 7:00 PM, our White Elephant Exchange begins, with the theme of “Keep it Local (Texas)”. Please spend $20 or less.

Michelle S. has graciously opened her Oak Forest home to us to celebrate. Her address will be emailed after you RSVP. Please register by November 28 as we need a headcount for dinner.

*Social is a perk for members and business partners only.

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NAPO Houston holds a monthly meeting on the first Thursday of every month (except July) from 6:00 PM – 8:30 PM at the United Way of Greater Houston’s Community Resource Center, located at 50 Waugh Drive, Houston, TX 77007. The meeting no longer includes dinner but attendees are welcome to bring their own snacks or dinner.

At a typical monthly membership meeting you can look forward to:
Time to network with your peers
Table talk discussions around relevant organizing topics
Chapters news, volunteer opportunities and member spotlights
Guest speakers sharing resources for running your business and improving your skills as an organizer or productivity consultant

You may attend three meetings as a guest before you will need to become a NAPO Houston member.

If you are interested in attending an upcoming meeting, check out our Event Calendar.

If you don’t see the information you are looking for, please contact our Professional Development Director at meetings@napohouston.com.

How To Simplify Your Paper Files

Simplify Paper Files | NAPO Houston

Organizing your files today? Or would you rather watch paint dry on a wall?  It seems that this is not the most exciting topic however it can be one of the most necessary in everyday life and in emergencies.  Simplifying your filing and paper files includes knowing what’s holding you back as well as knowing what to keep.  Build your simple filing system with your strengths in mind.  Here’s how to simplify your paper files.

Assess what’s holding you back

What is filing for?  Here’s the first step to get clear. Files are your reference section to keep information to be used in the next year or so.  It’s not necessary to keep every piece of paper that comes into your home or business, especially if it’s not useful for you.  Be ruthless when it comes to keeping what you need now, knowing you can use the internet, friends’ references, or other ways to get information instead of keeping extra paper.

What do you need to keep and how long?  On Oprah.com, Julie Morgenstern has an extensive list.  Print this to keep as a reference while filing.  However, that’s not generally what’s causing a filing problem.  Instead, it’s the articles on parenting, decorating, landscaping or other hobbies that keep holding us back.  Remember, that’s what the internet, Pinterest, blogs, podcasts, and Google are for when we are ready to get started on a project.

Simplifying your system

What’s the best system?  The best system for you is the simplest way to move paper into a system. It’s also the best system for you to know where to retrieve the paper.  Categories are often the context that’s easiest to use in creating files. Whether there are for file folders, hanging files, notebooks or digital notebooks, using general, broad categories helps us file and retrieve.

For homes, these are the general categories I suggest:

  1. House and Auto
  2. Auto purchase
  3. Home Major Purchases
  4. Home Repair/Maintenance
  5. House inventory
  6. Insurance
  7. Financial (anything to do with money)
  8. Banking
  9. Credit Cards
  10. Investment
  11. Retirement
  12. Property Taxes
  13. Life Insurance
  14. Mortgage
  15. Personal (anything to do with people or pets)
  16. Medical Benefits
  17. Medical History
  18. Medical Explanation of Benefits
  19. Medical Paid bills
  20. School/University
  21. (Interests such as parenting, decorating, guns, etc.)
  22. Work
  23. Work history
  24. CV or resume

For office files, here are categories I include:

  1. Clients
  2. Resources
  3. Vendors
  4. Projects
  5. HR or Employees
  6. Financials 20XX
  7. Expenses

Use hanging files for the broad categories and file folders for the subcategories. Use naming conventions, where the file names are created in a parallel way, in order to stay consistent and find documents.

Archive annually

Tax records for each year, legal documents such as purchase or sale of property, and final loan payments are should be kept permanently. While you only need to keep tax preparation documents for seven years, please consult your own lawyer or accountant to be sure.  It’s best to annually when you are preparing for tax time in the spring.

What’s left?

  • I typically keep mementos and keepsakes in a box, one box per person, in the closet of that person. A one box per person system also helps you limit keepsakes.
  • Important documents are generally kept in a safe or safe deposit box.  Here’s a list of important documents. It’s critical to keep these up to date each year. While you are archiving during tax time, update your important documents too.

Paper can be overwhelming and it’s always coming in. Always keep in mind the document’s value in terms of “shelf life.”  How long will this information be “good” is a relative value and you may be able to find information more easily on the internet or elsewhere.


About Ellen Delap of Professional-Organizer.com

Certified Professional Organizer Ellen Delap launched Professional-Organizer.com in 2000 in Houston, Texas. Ellen works one on one with clients, streamlining their environment, creating effective strategies for an organized lifestyle and helping clients realize their organization and productivity goals. She holds specialist certificates in ADD, Chronic Disorganization, Life Transitions and Work Place Productivity and completed the Coach Approach curriculum.  Ellen works primarily with ADHD individuals in Houston and virtually throughout the United States. She is President of the National Association of Productivity and Organizing Professionals (NAPO).

Certified Professional Organizer Ellen Delap
Professional-Organizer.com
edelap@professional-organizer.com
www.professional-organizer.com
281.360.3928

Summer Field Trip

Summer Field Trip

Join other NAPO members, business partners, and guests who wish to become professional organizers for a visit to the ExactMats® Inc. facility.

ExactMats® Inc. was founded back in 1997 to serve everyday automotive owners. Our founders recognized that the majority of car owners cared about keeping their floors clean and damage free. Most wanted to do it in a way that didn’t look bulky, tacky or otherwise negatively alter the look and feel of the vehicle they took so much pride in.

In 2004 we were fortunate enough to uncover another hidden, yet totally intuitive opportunity, when our customers started to ask us to produce clear, exact-fitting protective coverings for drawers, cabinets, home and office furniture, restaurant surfaces, floors and other applications. They saw the potential applications for such a product, so who are we to argue?

At that moment, an innovation called ExactMats® Home & Office was born.

The product idea was to create custom-made surface protection that exceeds the quality of anything else available on the market, and we wanted to get it right.

So, we created a protective solution that addresses an entire spectrum of consumer wants, ranging from clarity, precise fit, to unparalleled durability and impact resistance. At the same time, it was extremely important for us to help consumers and businesses preserve their investment in fine cabinetry and furniture.

Recently, we innovated once again to bring to market the world’s first FDA-compliant material of its type. This new material has the same physical characteristics as our previous product, only better. And like our automotive products, all ExactMats® Home & Office products are fully made in the United States.

From shelves to desks, countertops to drawers, and pantries to storage rooms, ExactMats® Home & Office lays down a gauntlet of timeless protection that will last for years.

For more information on our individual product lines, ExactMats® Auto and ExactMats® Home & Office, please take a look at the following pages: