Wednesday, July 15, 2009

Filing dos and don'ts...

For those of you who ever wonder, those of you who never were exposed to the complicated world of filing, those of you who have never come across a filing cabinet or a filing system, and those of you who, like me, find yourselves in the midst of a filing disaster that threatens to intrude in your thoughts when you wake up at 3 a.m. for until the disaster is under control. Please note, this is just a guide. Your can create your own system. And, as you'll see, just having everything in alpha order is not enough.

DO file things by functional area (advisory board, events, programs, reports, whatever).
DO order your functional areas in alpha order.
DO file things in alpha order within each area.
DO group separate larger areas to compartmentalize (administrative v. programs v. personal)

DON'T just create a jumbled mess by putting everything under the moon in alpha order. And here's the why of this blog. The following list is a random, very small sample of files found under alphabetical order in a drawer that shall not be disclosed. Individual and company names have been changed to protect the unsuspecting victims. Asterisks denote actual file names (not making it up).

C -
Carnegie Mellon
Cornwell, Sam
Credit Reports
...
F -
Fantastic Sam's
Foundstone
Financial Investment Ideas
Fitzgerald, Ella
Fortune 500
Fun Stuff *
...
G -
Gandolfini, John
General Electric
Good Ideas *
Green, James
Green Peace

Also found was a file for Jokes, two files for the same program under different letters, and several duplicate files for companies for which files already exist - which, by the way, were just sitting in the same office.

Eek!!!