Advertising
Advertising

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.

Advertising

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.

Advertising

Ten steps toward converting your office to a paperless one:

Advertising

  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.

Advertising

More by this author

The Golden Rule Of Referrals: Learn to Give a Perfect Referral Burn The Business Plan: Write a Book Instead How to Give a Killer Evaluation Increasing your Credibility in 30 days: How to Brag without Bragging How to build your business before quitting your day job

Trending in Featured

1 How to Become an Early Riser and Stay Energetic 2 50 Ways to Increase Productivity and Achieve More in Less Time 3 20 Time Management Tips to Super Boost Your Productivity 4 How to Cultivate Continuous Learning to Stay Competitive 5 Simple Productivity: 10 Ways to Do More by Focusing on the Essentials

Read Next

Advertising
Advertising
Advertising

Last Updated on November 19, 2019

How to Become an Early Riser and Stay Energetic

How to Become an Early Riser and Stay Energetic

When you become an early riser, you’ll experience a lot of benefits including feeling more energized and having more time to do what you want.

If you’d like to become an early riser, there are some things you should know before you run off to set your oft-ignored alarm clock.

So how to become an early riser?

Here are five tips I’ve discovered to be most helpful in making the transition from erratic sleeper to early morning wizard:

1. Choose to Get up Before You Go to Sleep

You’re not very good at making decisions when you’ve just woken up. You were in the middle of a dream in which [insert celebrity crush of choice here] is serving you breakfast in bed only to be rudely awakened by the harsh tones of your alarm clock. You’re frustrated, angry, confused, and surprised. This is not the time to be making decisions about whether or not you should stay in bed! And yet, most of us leave the first decision of our day to be made in a blur of partial wakefulness.

Advertising

No more!

If you want to be a consistently early riser, try making your decision to rise at a specific time before you go to sleep the night before. This frees you from making the decision in the morning when you’ve just woken up. Instead of making a decision, you have only to follow through on your decision from the night before.

Easier said than done? Of course. But only for the first few times. Eventually, your need for raw willpower to get out of bed will diminish and you’ll be the proud parent of a new habit!

Steve Pavlina suggests you practice getting out of bed during the day[1] to get a few of the “practice sessions” out of the way without the early morning fog in your head.

2. Have a Plan for Your Extra Time

Let’s say you’ve actually made it out of bed 2 hours before you normally would. Now what? What are you going to do with all this time you’ve discovered in your day?

Advertising

If you don’t have something planned to do with your extra time, you risk falling for the temptation of a “morning nap” that wipes out all the work you put into getting up.

What to do? Before you go to bed, make a quick note of what you’d like to get done during your extra hours the following day. Do you have a book to write, paper to read, or garage to clean? Make a plan for your early hours and you’ll do more than protect yourself from backsliding into bed.

You’ll get things done and those results will fuel your desire to build rising early into a habit!

3. Make Rising Early a Social Activity

Your internet or social media buddies just don’t have enough pull to make your new habit stick in the long term. The same cannot be said for the people you spend time with as part of your early morning routine.

Sure, you could choose to read blogs for two hours every morning. But wouldn’t it be great to join an early breakfast club, running group, or play chess in the park at 5am?

Advertising

The more people you get involved in making your new habit a daily part of your life, the easier it’ll be to succeed.

4. Don’t Use an Alarm That Makes You Angry

If we’re all wired differently, why do we all insist on torturing ourselves with the same sort of alarm each morning?

I spent years trying to wake up before my alarm went off so I wouldn’t have to hear it. I got pretty good, too. Then I started using a cellphone as my alarm clock and quickly realized that different ring tones irritated me less but worked just as well to wake me up. I now use the ring tone alarm as a back up for my bedside lamp plugged in to a timer.

When the bright light doesn’t work, the cellphone picks up the slack and I wake up on time. The lesson learned? Experiment a bit and see what works best for you. Light, sound, smells, temperature, or even some contraption that dumps water on you might be more pleasant than your old alarm clock. Give something new a try!

5. Get Your Blood Flowing Right After Waking

If you don’t have a neighbor, you can pick fights with at 5am, you’ll have to settle with a more mundane exercise. It doesn’t take much to get your blood flowing and chase the sleep from your head.

Advertising

Just pick something you don’t mind doing and go through the motions until your heart rate is up. Jumping rope, push-ups, crunches, or a few minutes of yoga are typically enough to do the trick. (Just don’t do anything your doctor hasn’t approved.)

If you live in a beautiful part of the world like me, you might want to use a bit of your early morning to go for a walk and enjoy the beauty of the world around you.

If you have a coffee shop open within walking distance, dragging yourself out of bed for a cup of coffee to savor on your walk home as the world wakes around you is a wonderful experience. Try it!

More to Power Up Your Day

Featured photo credit: Nomadic Julien via unsplash.com

Reference

Read Next