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How to Go Paperless: Bury the Paper Before it Buries You

How to Go Paperless: Bury the Paper Before it Buries You
Paper Stack

The paperless office concept has been around since the 1960s or ‘70s, much like the flying car. For many people, this has been little more then a myth. How can we get rid of the paper while our offices are filled with photocopiers and fax machines and the postal carriers and couriers keep bringing in reams of the stuff daily? What about the need to keep receipts for accounting and tax purposes? And what about the contracts and other legal documents? It is hard, but getting easier to do every day.

Well, the short answer is that in a normal office environment today, we can’t really do it 100%, certainly not in one simple step without burning down the building. But there are some simple steps that we can take toward the goal of not having to constantly manage piles of paper at home or the office. A few decisive steps applied over enough time can dramatically reduce if not eliminate the paper.

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Before going through the specific steps, we need to consider there being two kinds of paper documents: those we need to retain for the longer term (let’s call them records) and those that are transient in nature (call them working files). Different approaches work for these two basic kinds of papers or documents. The nature of your office and work has a great deal to do with which type of paper you can reduce or eliminate the most easily. A legal, accounting or medical office will likely have a harder time making its records paperless than an ad agency or political campaign office would. Decide which of the paper reduction steps you take and in what order you take them based on what you do and the importance of the various records and working files.

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Ten steps toward converting your office to a paperless one:

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  1. Begin with the end in mind. Be clear on your objectives so that you can target your conversion most effectively. For example, if efficiency is a more important objective than environmental, don’t try cutting your paper volume in half by recycling paper through the copiers to print on the backside. Double-sided copying easily jams the machine and often confuses whoever gets handed stuff printed on both sides. We found increasing the efficiency of the records management system much more important than reducing the number of working papers. By targeting the records management, the working papers reductions naturally followed.
  2. Decide on a date for a switch from paper-based to paperless for everything going forward. Chose a date far enough ahead that everyone can work toward. Not everything needs to be switched at one time. Don’t worry about converting old records until you have time to get around to doing something about converting them. Many of them can probably be kept without any changes and discarded once they get to a certain age.
  3. Establish an electronic records retention system and get comfortable using it before becoming committed to it. We didn’t go out and get an expensive or complicated system installed then make a hard conversion. What we did early on was to create a filenaming system that automatically sorts itself chronologically in most file directories. Just like the filename for this article which begins 20071106_1600… This is simply the metric system of year, month, day and time to the nearest minute or hour based on a 24 hour clock. If we save a version of this file on one person’s laptop then email it to the office, it gets filed automatically by whomever receives it. Revisions are easily handled by simply superimposing a new date/time at the beginning of the filename. We started doing this long before the switch date.
  4. Place a filename on every document worth keeping. In our office, if a document does not have a filename, it gets named or tossed out. This is true whether it is a paper or electronic document.
  5. Retain a paper file as the primary record for anything before the switch and the electronic record as the primary record for anything after the switch date. This is not a complicated thing. In our office, like most offices, there is often more then one copy of the important things around. We got into the habit of knowing where the record was then tossing out or deleting duplicates once done with them, especially for the paper duplicates. We get comfortable knowing that anything prior to January 1, 2005 worth having a record of has a paper version someplace and everything afterward can be found on a server.
  6. Inform your clients and suppliers of your paperless orientation. Come out of the closet and let everyone know because most people find it great. This does not mean you should beat up a client who wants you to send hardcopy proofs or a signed original instead of an electronic version. We tend to give clients whatever they want. However, we do beat up our suppliers. Our lawyers were some of the toughest holdouts but they eventually learned how to send everything electronically and scan documents that had to have signatures on them.
  7. Keep your technology and systems simple and compatible with what most people use. The great news is that PCs and MACs use file systems that no longer conflict with each other. There are still problems with using different types of graphics and multi-media formats but these are diminishing. If we stick to the basic formats, most people can deal with them. Be careful about using fringy formats, especially for records that need to be retained long term.
  8. Check and upgrade your older files from time to time to make sure they remain usable. CDs or tapes are a problem. They deteriorate and some of the earlier formats are no longer supported. We keep our records in live formats. Maintaining a backup server is no harder or more expensive than keeping an inventory of off-line storage media. Paper records deteriorate too if printed on acid paper or stored in a bad environment.
  9. Adopt an “If in doubt, throw it out” policy. We tend to be a bit quicker than most to toss out stuff we are not sure of. The odds are that since we only tend to ever look at maybe 1% of the records we store, there is a high probability the stuff we are deciding whether or not to keep is not worth keeping.
  10. Recognize and reward those who help meet the objectives. Whether someone becomes able to electronically edit or deliver documents on the fly or is finally replacing an old Remington manual typewriter with a computer, take the effort to show how this produces positive impacts, whether on the bottom line or the environment.

These were some basic steps we used and recommend that can help you make the shift. We reduced our paper consumption about 95% over the past five years. If you have already made shifts toward a paperless office and have some other ideas, please let us know by posting a comment. Or let us know if you had any problems in trying to create a paperless office.

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Last Updated on October 30, 2018

How to Motivate Yourself: 13 Simple Ways You Can Try Right Now

How to Motivate Yourself: 13 Simple Ways You Can Try Right Now

Who needs Tony Robbins when you can motivate yourself? Overcoming the emotional hurdle to get stuff done when you’d rather sit on the couch isn’t always easy. But unless calling in sick and waking up at noon have no consequences for you, it’s often a must.

For those of you who never procrastinate, distract yourself or drag your feet when you should be doing something important, well done so far! But for the rest of you, it’s good to have a library of motivational boosters to move along.

Whether you’re starting a buisiness, trying to los weight or breaking a bad habit, you’ll learn how to motivate yourself with different techniques in this article.

13 Simple Ways to Motivate Yourself Right Now

Despite your best efforts, passion, habits and a flow-producing environment can fail. In that case, it’s time to find whatever emotional pump-up you can use to get started:

1. Go back to “why”

Focusing on a dull task doesn’t make it any more attractive. Zooming out and asking yourself why you are bothering in the first place will make it more appealing.

If you can’t figure out why, then there’s a good chance you shouldn’t bother with it in the first place.

2. Go for five

Start working for five minutes. Often that little push will be enough to get you going.

3. Move around

Get your body moving as you would if you were extremely motivated to do something. This ‘faking it’ approach to motivation may seem silly or crude but it works.

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4. Find the next step

If it seems impossible to work on a project for you, you can try to focus on the next immediate step.

Fighting an amorphous blob of work will only cause procrastination. Chunk it up so that it becomes manageable. Learn how to stop procrastinating in this guide.

5. Find your itch

What is keeping you from working? Don’t let the itch continue without isolating it and removing the problem.

Are you unmotivated because you feel overwhelmed, tired, afraid, bored, restless or angry? Maybe it is because you aren’t sure you have time or delegated tasks haven’t been finished yet?

6. Deconstruct your fears

I’m sure you don’t have a phobia about getting stuff done. But at the same time, hidden fears or anxieties can keep you from getting real work completed.

Isolate the unknowns and make yourself confident, you can handle the worst case scenario.

7. Get a partner

Find someone who will motivate you when you’re feeling lazy. I have a friend I go to the gym with. Besides spotting weight, having a friend can help motivate you to work hard when you’d normally quit.

8. Kickstart your day

Plan out tomorrow. Get up early and place all the important things early in the morning. Building momentum early in the day can usually carry you forward far later.

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Having a morning routine is a good idea for you to stay motivated!

9. Read books

Read not just self-help or motivational books but any book that has new ideas. New ideas get your mental gears turning and can build motivation. Here’re more reasons to read every day.

Learning new ideas puts your brain in motion so it requires less time to speed up to your tasks.

10. Get the right tools

Your environment can have a profound effect on your enthusiasm. Computers that are too slow, inefficient applications or a vehicle that breaks down constantly can kill your motivation.

Building motivation is almost as important as avoiding the traps that can stop it.

11. Be careful with the small problems

The worst killer of motivation is facing a seemingly small problem that creates endless frustration.

Reframe little problems that must be fixed as bigger ones or they will kill any drive you have.

12. Develop a mantra

Find a few statements that focus your mind and motivate you. It doesn’t matter whether they are pulled from a tacky motivational poster or just a few words to tell you what to do.

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If you aren’t sure where to start, a good personal mantra is “Do it now!” You can find more here too: 7 Empowering Affirmations That Will Help You Be Mentally Strong

13. Build on success

Success creates success. When you’ve just won, it is easy to feel motivated about almost anything. Emotions tend not to be situation specific, so a small win, whether it is a compliment from a colleague or finishing two thirds of your tasks before noon can turn you into a juggernaut.

There are many ways you can place small successes earlier on to spur motivation later. Structuring your to-do lists, placing straightforward tasks such as exercising early in the day or giving yourself an affirmation can do the trick.

How to Stay Motivated Forever (Without Motivation Tricks)

The best way to motivate yourself is to organize your life so you don’t have to. If work is a constant battle for you, perhaps it is time to start thinking about a new job. The idea is that explicit motivational techniques should be a backup, not your regular routine.

Here are some other things to consider making work flow more naturally:

Passion

Do things you have a passion for. We all have to do things we don’t want to. But if life has become a chronic source of dull chores, you’ve got a big problem that needs fixing.

Not sure what your passion is to get you motivated? This will help you:

How to Get Motivated and Be Happy Every Day When You Wake Up

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Habits

You can’t put everything on autopilot. I’ve found putting a few core habits in place creates a structure for the day.

Waking up at the same time, working at the same times and having a similar productive routine makes it easier to do the next day.

This guide will be useful for you if you’re looking to build good habits:

Understand Your Habits to Control Them 100%

Flow

Flow is the state where your mind is completely focused on the task at hand. While there are many factors that go into producing this state, having the right challenge level is a big part.

Find ways to tweak your tasks so they hover in that sweet spot between boredom and maddening frustration.

Easily distracted and hard to focus? Here’s your solution.

Final Thoughts

With all these tips I’ve shared with you, now you know what to do when you’re feeling unmotivated.

Find your passion and develop a positive mantra so when the next time negativity hits you again, you know how to stay positive and motivated!

Featured photo credit: Pexels via pexels.com

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