What makes a filing system great?
by Louise D'Allura on April 6th, 2014

When we work with a client the goal is to create something completely tailored that works for how they think and work... that said there are a few things you need to make sure your system does.

Answer these questions to see how your system compares:

  1. Can you find what you want when you want it?
  2. Are your paper/ files organised by categories that make sense - ie categories are not too entirely obscure for you to remember? Goal here is to focus on retrieval!  For example: if you needed to look for your insurance documents for your house would you think House or Insurance - depending on how you answer this will help you work out whether you'd need a big category called HOUSE and smaller categories under it, OR if you need a big category called INSURANCE and you'd put in all the insurances like - house, car, contents, etc.  ALSO CONSIDER if you were sick/ out of action could someone else come in and be able to work out where to find things?
  3. Does your current system have a logical process - somewhere for incoming paper/ tasks to land, somewhere for them to go to be 'processed' and somewhere for them to go once they have been processed/ attended to? Is it an easy system for you to use or do you procrastinate with any part of it?
  4. Is it easy to maintain your systems or are you chopping and changing or tweaking?? 
  5. Can your system allow for new items to be added - and do you know what to do with things/ paper/ tasks 


Now, I would love to hear from you!  In the comments below, tell me do you have a system  - take a moment to think because I know you do have something.  What makes your system work or not work?  I would love hear it !!  

If you’ve found this article of interest, please share it with your friends!  I really do appreciate you taking the time to read and share.  



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