Keep your fingers on the right information
Ever feel inundated and overwhelmed by all the documents—paper and virtual—that you have to keep track of? To regain control, focus on these three questions:
- What do you have to keep? There are two types of documents: records and resources. Resources typically threaten to grow out of control, so apply the adage of “When in doubt, throw it out.”
- How long do you have to hold on to them? Try to schedule document purges at least once a year. But since many organizations have different requirements for keeping records, make sure you’re complying with them.
- Where and how should I keep them? Develop a filing system that works for you—and will be easy for others to use in your absence. The best filing systems are simple, flexible, and growth-oriented.