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August 7, 2017

Strategic Saving

Strategic Saving

The Deletist is about focusing on strategic saving and getting rid of the rest.  It can sometimes be challenging to figure out what should be kept and what can be tossed, especially when it comes to documents and information.  The volume of documents and information produced by each of us (e.g. emails, etc.) combined with cheap storage options, competing priorities, and a lack of awareness makes it easy to adopt a “Let’s Just Save Everything, Just In Case” mindset.

Although saving everything is tempting, it will eventually lead to challenges.  Saving everything slows down searches and makes the results less successful because there is more volume to search through to find one thing.  Strategic saving means you’re only saving documents that retain value thereby decreasing the volume and increasing the quality.  It means you are more likely to find what you need, when you need it.  Additionally, saving strategically means you have less volume to manage over time and are more likely to be able to keep track of it.

If your computer got corrupted or your email was hacked, would you know what had been compromised?  Would you know what to restore first?  Chances are, probably not.

People often ask me how to identify which documents and emails should be saved.  The answer is not always straight forward, but with a little practice and education, it becomes easier.  Here are a couple of tips based on my experiences to help you make that determination.

  1.  Pay attention to documents you create and use in your personal life.  Although this won’t be all the documents that need to be kept, it will give you a good starting point.  Focus on these documents first.
  2. Identify and protect your personal vital documents.  “Vital” is a designation that records and information professionals sometimes assign to certain documents without which you could not function.  Examples of this include, but are not limited to, forms of identification (i.e. passport, drivers license, birth certificate, SIN/SSN cards), active agreements/contracts/policies, a will and/or power of attorney, and ownership documents (e.g. car or property).
  3. Decide how long information retains its value for you.  For example, do you need your resumes from 10 years ago?  This will likely change depending on the type of information, but will help you to establish some guidelines.

Before purging, it’s always good to establish criteria or rules to keep you consistent, focused, and moving forward.

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May 19, 2017

Moving: Critical Tips

Moving: Critical Tips

Here are some of my lessons learned and critical tips from the move.

Tip #1 – Set up Vital Stations

During packing and moving it’s natural for things to get chaotic.  I found that establishing designated places for critical items (e.g. keys, wallet, ID, documents, chargers, etc.) was enormously helpful.  This was especially useful when I was managing four distinct sets of keys and for moving supplies such as tape and scissors.

I recognized the importance of this concept after spending 10 frustrating minutes looking for my apartment keys.  I was carrying a box down to the car when I realized I forgot something.  I put the box down, unlocked the door, ran in, grabbed the item and then couldn’t find the keys to lock up.  Turns out I had thrown them into the box.  Moving generates a lot of activity and confusion so establishing some basic routines during the transition period is helpful.

(Note: Vital Stations are also useful for everyday life.  It alleviates a lot of my stress to know exactly where I placed my keys, wallet, and phone.)

Tip #2 – Keep Things in Context

When the movers disassembled my bed frame they bagged the screws before taping them directly to the bed frame.  Re-assembly was easy because everything was ready to go.

I was not so fortunate with my filing cabinet.  *sigh*  After boxing my physical files, I locked the cabinet so the drawers wouldn’t rattle around.  Then I threw the keys into an unidentified box assuring myself that I would definitely remember which box they were in.  When we were ready to unpack the files, I couldn’t remember where the keys were.  I searched through my spare key collection and emerged triumphant with an option, insisting it was the right one.  The key fit in the lock, but wouldn’t turn.  After partially prying off the cabinet lid to jimmy (and break) the lock, we finally got the darned thing open.  Then we discovered the metal slats on which the folders hang, had fallen out during the move.

Some weeks later I opened a box and found the real keys.  I was wrong about the spare.  Oops  Lesson learned – next time I’m going to remove the metal slats, tape the keys to them, and place everything with the physical files.  I still have two bankers boxes of files waiting to be unpacked.  Maybe tip #2 should really be “Just Go Paperless.”

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