Posts filed under 'Record Keeping'

2 Simple Steps that Get You & Your Family Prepared for Emergencies

Contributed by Organized A to Z Partner Heidi DeCoux

This is the 6th year that National Preparedness Month (NPM) is a nationwide effort sponsored by the Ready Campaign, with the support of Coalition Members across the US.

Are you prepared?  Here are two simple steps a couple of helpful tips that will make you more prepared in the case of two different types of emergencies.  These 2 simple steps don’t take long to do and can save you a ton of time, money and frustration!  These steps are especially important to take if you travel.

Emergency #1 – Stolen Wallet
Take a few minutes and make a photocopy of everything in your wallet including the front and back of your credit cards and membership cards. Place the copied pages in a manila envelope and mark the envelope “Contents of Wallet” and date it. Place the envelope in your safe deposit box. Mark your calendar for 3 to 6  months’ from now to update your “Contents of Wallet” envelope. Now, if your wallet is lost or stolen you will now know exactly what you lost and whom you need to contact.

Emergency #2 – Flood, Fire or Break In
The best way to prepare for one of these emergencies is to have a safe that is both water and fireproof. You could opt to keep your items in a safe deposit box at the bank, it’s just a bit less accessible than one that is in your home.  Last year there were some flood victims in SE MN who had to work hard to prove they own the property that was destroyed. They lost their mortgage, titles and deeds in the flood. Having your important difficult to replace documents in a safe along with an up to date household inventory (and appraisals or receipts of valuables) can save you quite a bit of time, money and headache if you have a flood, fire or break in.

Take a Household Inventory
Spend a few hours walking around your house with a digital camera and take a photo of all of your belongings. Burn the photos onto a CD or DVD. Make at least three copies. One copy goes in your safe deposit box, one should go to your insurance agent and one to the executor of your Will. If you have appraisals or receipts for any of your valuables, put those in your safe along with your CD or DVD of photos.

Protect Your Family Photos
In the case of a fire or flood you should be focused on getting your family out of the house not your photo albums, however, loosing years and years of precious photos could be devastating.  A simple solution is to have your photo’s scanned and put on DVD’s. Keep one set of DVD’s in your safe, give a set to the executor of your Will and you could give some copies to family members, such as your parents, grown children and siblings.

Another Hot Tip:
Put your cell phone on ICE!  Add a contact to your cell phone and name it: In Case of Emergency.  Then list whom you would want to be contacted in the case you ended up in the hospital.  Hospitals are now checking cell phones for emergency contacts.

By implementing these simple home organization and emergency planning tips you could end up saving yourself a lot of time, energy, money and frustration.  For more helpful tips visit the Ready Campaigns government website at www.ready.gov/america/index.html.

Heidi DeCoux is the publisher of the Life Made Simple E-zine and is a speaker, author, and professional organizer in Minneapolis specializing in home organization.  Heidi energizes her readers’ lives by simplifying their homes and schedules.  For more info, free tips, and to receive her FREE report, The Fast & Easy Way to Get Organized and Stay Organized Forever, visit http://www.HeidiDeCoux.com and discover how to find what you want fast, end the frustration of endless searching for things, so you can spend more time having fun!

1 comment September 28, 2009

Jakoter Health Organizers

Jakoter Health Tag

Jakoter Health Tag

When it comes to organizing your ever-lasting accumulation of medical documents do you wonder what should I keep, what can I throw or do I need to shred it? Medical information organizing is essential for being prepared for emergencies, as well as for doctor appointments and keeping track of medications and such.

Jakoter Health Organizers, www.jakoterhealthorganizers.com is the solution to getting all your medical information in one central location. These organizers will keep medical information organized, so when needed the information will be ready and available for all doctor appointments, surgeries, tests and those unexpected emergencies. And when you think about it…having your medical information organized and available for the emergency personnel could save yours or your loved ones life!

Jakoter Health Organizer

Jakoter Health Organizer

As well, they help caregivers and parents alike; keep track of medications, how the medications worked and/or if there was a reaction, appointments of all doctors (when, where, who, why, findings and follow up), bills & receipts, blood work, calendar charts, directions, doctor letters, immunizations, major events, and test results. They also include sections for notes, questions/answers, resources, baby milestones and two blank sections to use for whatever you need.

Jakoter Health Organizers offer Medical Information Organizing in many venues to fit your needs. We offer:

*Personal organizing to help you with your own personal medical information with the help of a Jakoter Health Consultant (JHC).

*Classes offered in small groups with hands-on organizing during a follow-up workshop.

*Webinars for those who prefer to learn virtually on how to organize their information. Also, available are webinars for those who would like to learn how to become a Jakoter Health Consultant or would like to teach others how to become a Jakoter Health Consultant.

Jakoter Medic Tag

Jakoter Medic Tag

*Speaking presentations are given to large groups on several different subjects, such as “The Ease and Power of the Health Tag”. Please contact us for more subjects offered.

*Companies who sell products for retail or online, we have great products for you to add to your line of retail and an opportunity for you to make a great profit.

Employers add a great benefit to your health insurance package by adding health organizing products for your employees. Give them the option to purchase at a discounted price or add the products in as a free benefit. Please contact us for details.

If you interested these products or as a small business owner are looking for something new to offer your clients and you would like more information about Jakoter Health Organizers, please contact me at Delight@jakoter.com or 952-297-2827.  I am confident you will be as thrilled about these products as I was the first time I heard about them.

Add comment September 23, 2009

September: National Preparedness Month

With numerous hurricanes, tornadoes, and fires threatening our homes and businesses throughout the country, it is appropriate that NAPO (National Association of Professional Organizers) has signed on as a national coalition member of the U.S. Department of Homeland Security’s National Preparedness Month.  One never knows when a disaster may strike, so it is important to be prepared.

According to Homeland Security’s Ready Campaign website, the following systems should be in place to help protect you in an emergency:
•    Emergency Evacuation Plan
•    Emergency Supply Kit

See Homeland Security’s Ready Campaign website for additional information for making your plan and creating/getting a supply kit.  In addition, a home inventory and a portable fire-safe box containing vital documents is essential.

Home Inventory
Conduct a home inventory to have a record of the items you own for insurance purposes.  Document throughout your home items of value:
•    make a list
•    take pictures and/or video
•    record serial numbers, manufacturer’s names, and model numbers

Portable Fire-Safe Box
Collect vital documents and make copies

  • Vital documents may include, but are not limited to:
    • Birth certificates
    • Passports
    • Driver’s license
    • Wills
    • Medical history
    • Deed of trust
    • Automobile titles, other titles showing ownership
    • Home inventory
    • Bank accounts credit card numbers
    • Marriage license
    • Social Security card
    • Home and Auto insurance information
  • Store the originals in a safety deposit box at your bank
  • Store the copies in a portable fireproof box
  • Store the box in an area that is easily accessible in case of emergency

If disaster strikes, at least you will be prepared with important and necessary information at your fingertips so you may focus your attention on keeping your family safe.  A professional organizer can help you create your home inventory and gather vital documents for safe storage.

Kelly Butcher, a professional organizer and owner of Simplification Services since 2007, has a passion for helping others organize their homes and offices. Her goal is to simplify her client’s lives by creating customized, manageable systems to fit their particular needs.  She teaches them the skill of organizing throughout the process and loves to hear about the projects they complete on their own.  Kelly is a member of the National Association of Professional Organizers, the Austin Chapter of the National Association of Professional Organizers, and is currently serving her second term as Secretary for NAPO-Austin.  Visit her site at www.SimplificationServices.com.

Add comment September 17, 2009

September as National Preparedness Month, Are you prepared?

Contributed by Kathryn McMillan of  Clutter Conversions, LLC, www.clutterconversions.com

The U.S. Department of Homeland Security has designated September as National Preparedness Month, are you prepared?  You may think, “It can never happen to me” but if it does happen are there enough supplies to last me and my family through the ordeal?  Are you sure??  If you get prepared, you will be sure!!  How do you get prepared for the unknown?  Here are some simple steps and products to get you started but you do have to take into consideration which part of the country you live in and what has happened in the past.

Step1: Get A Kit of emergency supplies.  Basic Kit:

  • Water (one gallon per person per day)
  • Non-perishable Food (at least a 3 day supply)
  • Battery powered or hand cranked radio or NOAA weather radio w/tone alert and extra batteries
  • Flashlight and extra batteries
  • Whistle to signal for help
  • Filter Mask or cotton t-shirt to help filter air
  • Moist Towlettes, garbage bags and plastic ties for sanitation
  • Wrench or Pliers to turn off utilities
  • Manual Can Opener
  • Plastic sheeting and Duct Tape
  • Important Family Documents
  • Items for unique family needs (medicines, baby formula, diapers, etc,)

Think about 2 kits: A big one for your home and smaller version for your vehicle

Step 2: Make a Plan:
Develop a family emergency plan and practice it.  Who is going to do what and where when disaster strikes.  If you have family or friends that live far away from you, consider using them as the contact person everyone needs to contact because it can be easier to contact them than within your own area.

Step 3: Be Informed about what might happen:
Make yourself aware of what can happen in the event of a natural or man made emergency.

Businesses need to be prepared also.  If you own a business, you need to have an emergency plan for your employees.  Prepare a written plan, give them each a copy and personally go over it with them explaining to them that in the event of an emergency, who is in charge (chain of command), how do they communicate with you and what is their expectations in helping to get the business up and running again.  People often want to get back to work because getting back into the routine of work provides them some distraction from outside stressors and gives them the comfort of a paycheck to fix any problems they may have.

You can find tons of useful articles, tips and products at  www.ready.govwww.thereadystore.com and www.redcrossstore.org.

Recommended products:

  1. Family Life Organizer and Planner 2009
  2. Organize for Disaster: Prepare Your Family and Your Home for Any Natural or Unnatural Disaster
  3. Jakoter Medic Tag: Programable Flash Drive/Key Chain
  4. Locket Personal Management Info System – a system that gives you control of your most private documents that is storable, compact and portable, all on a 1GB thumb drive.

Clutter Conversions, LLC © 2009

Add comment September 11, 2009

Today’s Birthday Special – Auto Document Organizer

Today’s featured product is our Auto Document Organizer. We all know we need to keep insurance and registration records in our vehicle, and too often we stash them in the glove compartment or a console, and then can’t find them when we need them! I love this organizer because it keeps everything together in one secure place, and you can easily find what you need when you need it!

Organized A to Z is celebrating our birthday in July, but we’re giving you the presents! Each day, we are offering our favorite products at 25% off. The discount is good today only, so get it now!

Add comment July 24, 2009

Today’s Birthday Special – Pet.doc

The  Pet.doc is Organized A to Z’s featured birthday special for today! I recommend it because it’s a great way to organize all of your pet’s information so you always have it handy. From vaccination records to feeding scedules and special diets, this valuable record-keeper makes it much easier to entrust your special friend to others when you have to be away from home.

Organized A to Z is celebrating our birthday in July, but we’re giving you the presents! Each day, we are offering our favorite products at 25% off. The discount is good today only, so get it now!

Add comment July 21, 2009

Today’s Featured Birthday Special – GTD Tickler File System

Whether managing household paper, bills, or business documents, the GTD Tickler File System will keep you on track. I chose to feature this system as a birthday special because I love the simple concept and its usefulness in many applications. You can store whole documents and always keep them easily accessible. When you need to organize by date and remember to tasks and papers, this is the system to use!

Organized A to Z is celebrating our birthday in July, but we’re giving you the presents! Each day, we are offering our favorite products at 25% off. The discount is good today only, so get it now!

Add comment July 19, 2009

Today’s Birthday Special – Neat Scan to Office

Today’s featured “birthday” special is Neat Scan to Office!

Organized A to Z is celebrating our birthday in July, but we’re giving you the presents! Each day, we are offering our favorite products at 25% off. The discount is good today only, so get it now!

Add comment July 11, 2009

Today’s Birthday Special – Password.log

Today’s featured “birthday” special is Password.log, a simple little “grey” book that holds my most important info. Of course I keep it secure in my office, but it has become my Internet lifeline!

Organized A to Z is celebrating our birthday in July, but we’re giving you the presents! Each day, we are offering our favorite products at 25% off. The discount is good today only, so get it now!

Add comment July 8, 2009

6 Steps to Reducing Paper

Dont Agonize, Just Organize, $15.95

Don't Agonize, Organize! $15.95

Thanks to Diane Hatcher, CPO® for contributing this excerpt from her book, Don’t Agonize, Organize Your Office Now!

 

The advent of computers promised to lead us toward a paperless society. Instead, our paper production has increased. We print out e-mails, make multiple copies on the copy machine, and send and receive faxes with the touch of a button. There is a solution, however. Keeping your paper under control with these 6 simple steps can make life more manageable:

1. DON’T ALLOW PAPERS TO BUILD UP: Handle your paper on a daily basis. Open mail daily. Don’t let it grow into a pile for days or weeks, otherwise it gets totally out of control and the difficulty for dealing with it actually increases.

2. MAKE A DECISION ON EACH PAPER THE FIRST TIME YOU TOUCH IT. This doesn’t mean that every time you get a sheet of paper that you have to work on it immediately. It simply means that, rather than putting it down somewhere ‘temporarily’–like on the dining room table or a desk (read as “pile”)–you have a plan for it. If it can be completed in 60 seconds or less do it now. Otherwise, place it in an action tray to be worked on at a more appropriate time. Separate items that need to be read or filed later. The other choices are to refer it to someone else or toss it into the garbage can.

3. IMPLEMENT THE PROCESS. Continuing the thought from step 2, it is important not to spend your day shuffling papers—for instance moving a sheet of paper from your in-box, to your desk, to your table, into your action tray and back to your desk. Instead, each time you pick up a sheet of paper, make a small dot in the upper right hand corner. Notice anything? You may be procrastinating. Three or more dots are indicative that it is past time to take action on that paper. Refer back to step 2.

4. BE RUTHLESS: 80% of what is filed is never accessed again and 80% or more of the paper you receive on a daily basis can be immediately discarded. Keep a garbage can or recycle bin within reach when opening mail. Toss unwanted papers immediately. Go through your “in-box” each day if others bring you papers. Toss anything that doesn’t concern you. Remove yourself from distribution lists and magazine subscriptions you don’t need. Purge your files once or twice a year at the minimum. Outdated papers and duplicates obtainable elsewhere should go.

5. THINK BEFORE YOU PRINT. Do you really need to print every single e-mail you get? Many e-mails, once read, can immediately be deleted. If you have to keep an e-mail, learn how to make folders for storage on the computer and back them up on a disk. If you must print an e-mail, or a web page, decide if you really need to print the entire thing. You can highlight a portion of an e-mail or a web site with your mouse, click on FILE, PRINT, then choose PRINT SELECTION. This prints only the portion you need.

6. FOLLOW RETENTION GUIDELINES. Your company or personal CPA may have retention guidelines setting out how long a particular paper or file must be kept. You can obtain guidelines yourself on the web. Getting familiar with these guidelines also helps manage the amount of papers necessary to be kept. At the very least, remove closed or inactive files from your active work area and get them to storage. Always indicate a “destroy” date on the box or page to ease the future purging process. An additional benefit of this process is that it serves to provide more space for the coming year’s papers. Space can be “reused” rather than adding new filing cabinets.

Author Diane Hatcher, CPO®, has been organizing offices and homes since 1998. She specializes in law offices, chronic disorganization and virtual organizing. Contact her at www.timesaversusa.com or 954-252-7511.

1 comment May 25, 2009

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