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Technology Is Not a Substitute for
Organization
By Barbara Hemphill
Technology is changing business
for everyone -- from small home- based businesses to mega multi-national
corporations. Whether you are inspired or threatened by those changes, they
are here to stay, or more accurately, to continue changing. You cannot only
survive these changes, but turn them into exciting opportunities by applying
some basic organizing principles.
Not many years ago, getting organized was an option. Today technology has
made it a necessity for three reasons: Today we have more to organize than
ever before. Not only did the computer not give us the paperless age, it
created more. In addition, we now have to organize the technology itself.
Computers, fax machines, cellular phones, and on-line services enable us to
do more -- and require us to do more. The speed of the microchip doubles
every 18 months -- with no end in sight.
Secondly, as a result of the economy, and fueled by the capabilities of
technology, companies are downsizing. All managers used to have an
assistant, and it was the job of that assistant to keep them organized. We
fired the assistants, and are now faced with organizing ourselves.
And finally, there is a greater sense of urgency than ever before. If I can
fax you a question in 20 seconds, why can’t you fax me the answer? There is
a constant demand for decreasing costs while continuing to improve quality
of products and services with fewer people. The price of failure is
staggering.
You may be reluctant to get organized, as many people are. But often it is
because they have been misled about what it means to be organized. My
definition of organization is very simple: Does it work? and Do you like
it?” And if what you are organizing -- or not organizing! -- affects others,
there is a third question: “Does it work for others?”
Tom Landry, former coach of the Dallas Cowboys once said, “My job is to make
the guys do what they don’t want to do, so they can be who they’ve always
wanted to be.” Often that’s my job as an organizing consultant! Successful
people make a habit of doing what failures don’t like to do -- and that
frequently includes getting organized!
If your answer to any of the questions above is “No,” try these suggestions
to help you get started on the road to organization and make the most of
your technology:
1. Continually practice the Art of Wastebasketry?. Research shows we use
only 20% of what we keep. For each piece of information you receive, whether
in hard copy or on the computer screen, ask these questions: Does this
require action? Can I identify a specific use? Would it be difficult to get
again? Is it recent enough to be useful? If the answer to all those
questions is “No,” ask one final question: "What's the worst thing that
could happen if I don't have this piece of paper?" If you can live with your
answer -- toss or recycle it! Take a look around your office. Do you see
unused equipment, books you’ll never use again, drawers full of unidentified
paper, or outdated inventory? If so, you’ll experience a new sense of energy
if you get rid of it.
2. Learn to choose technology effectively. Most of us are trying to do more
with less, and working harder is not always the answer. The real question is
"Does anyone really need to do this?" Just because technology allows you to
accomplish a specific task doesn’t mean it’s the best way for you to use
your resources. Just because an upgrade is available doesn’t mean you need
to use it. Make sure that the results will be worth your investment of
financial and human resources.
3. Implement a system for keeping track of names and telephone numbers.
Most
of my clients agree that their best source of business is networking, but
piles of unidentified business cards will not do the trick. Deciding which
system to use is far less important that using it consistently. For some
people, technology is the perfect answer, while others accomplish their
needs with a Rolodex.
My own system combines four methods:
(1) Contact management software program for all past, present, and potential
clients.
(2) Rolodex to enter business cards for all services such as computer
repair, graphics, etc., most frequent clients (for easy access), and my
colleagues.
(3) Address book for family and friends.
(4) Pocket address book to carry in my briefcase with most frequently used
numbers -- business and personal.
4. Create a paper filing system that works -- easily and consistently! In
spite of the computer-age promises of a paperless office, most of us are
faced with more paper than ever before. If you find that your filing system
is not working and most of it you never use, clean out your most accessible
file drawer and start over! Begin filing new information by asking “If I
need this information again, what word will I think of first?” The answer is
your new file title. Alphabetize the file titles, and keep a list of them --
a file index. Before you make a new file, check the existing list to avoid
creating a file for "Car" when you already have "Auto." Keep a copy near the
filing cabinets and at the desk of everyone who uses the files.
5. Create a computer filing system that works -- easily and consistently!
Remember that a computer’s value is that it allows you to use a file again.
If you do not intend to use the document again, there is no value in storing
it in a computer.
The key to effectively organizing your computer is your directory, and the
first step is to point all files into one directory, regardless of what
program created those files. This will make it easier to retrieve what you
need, regardless of what program created it, and make it easier to back it
up for archives or for transfer to other locations.
In paper systems, people frequently get into trouble because they have too
many categories, while in computer systems, they get into trouble because
they have too few categories (i.e., directories and subdirectories). It is
easier to flip through one paper file that has 20 pieces of paper in it than
it is to go through 10 files with two pieces of paper in each. On the other
hand, it is easier to scroll up and down a computer screen looking for
directories and subdirectories than it is to open documents. In addition,
your computer gives you a “Find” feature that will help you locate any file
you want by searching for key words without your having to actually open
each file.
Two of my favorite directories are:
1. Pending. This is for files on which I am currently working. I can quickly
see which documents are in process, or if necessary it will be easy for
someone else to retrieve my work.
2. Outbox. Here I file work which I have completed, but need to print, fax,
give to someone else, or send to another location.
Remember that in any organizing process, you may feel worse before you feel
better. To change is difficult -- even when you want to. It takes time to
learn new
behavior patterns. Organization is like any other skill. If you
want to play tennis, you can read books, look at videos, get the best coach,
and go to the best court, but after a week you still won't be a great tennis
player. It takes practice. So does organizing.
About the author:
© Barbara Hemphill is the author of Kiplinger's Taming the Paper Tiger at
Work and Taming the Paper Tiger at Home and co-author of Love It or Lose It:
Living Clutter-Free Forever. The mission of Hemphill Productivity Institute
is to help individuals and organizations create and sustain a productive
environment so they can accomplish their work and enjoy their lives. We do
this by organizing space, information, and time. We can be reached at
800-427-0237 or at
www.ProductiveEnvironment.com
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