Creating Your Own Planning System

Uncategorized Jun 06, 2022

Most "planner" types love organization, office supplies, and all office related things.  So, obviously I am in this group too.  Sitting at my desk and looking at my paper clips, hole punch, pens, and binders actually can bring joy to my spirit.  I love having my office "look" to be consistent.  In my mind when everything matches, I feel like I can think better, work better and even plan better. 

It is important to find out what works for you.  There are may types of organization that you can research to see what works best for you. There are tons of Social Medial sites and of course and internet search to ideas.  

Often we need to just jump in and try something and adjust as you need to.  To use my own system as an example is that for a few years I was frustrated with using staples. There are so many times that I need to make copies or scan items that when they are stapled together, I need to tear out the staple and then I don't like the way it looks to have those little holes in the copy. (Just my own little pet peeve) So, I don't have a stapler on my desk and I don't use staples anymore, I use paper clips. I also found, I don't like to have a lot of colors. I like all basically monochromatic color schemes. So I like everything white then I can add either silver or gold.  I found that if I have a lot of color, it gives me a little brain shock. For a lot of people color coding works great. This is why I am saying sometimes you just need to start and see what works for you. 

Here are a few ideas to get started:

1. What office supplies do you need to use consistently?

    a. Hole punch

    b. Paper clips

    c. Pencils, Pens, Markers etc.

2. What type of filing system will work best for?  

     a. Piles system

     b. File Folders

     c. Binders

3. What types of records will you be keeping?

     a. Clients

     b. Vendors

     c. Financial

     d. Legal

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