An AMOptimize client was overwhelmed with all the paperwork that had accumulated for each of her 3 children. She wanted to ensure each child had their important documents, but wasn’t willing to hand them a messy box. From this goal, we developed Project ‘Childhood in a Box’
Our Goal: Organize and containerize all important documents for each child with the plan of handing it down. What a gift to give someone: all their important paperwork in one place!
Supplies: File Boxes, Hanging Files, File Folders, Sheet Protectors, Labels, and a Labeler
STEP 1 – SORT:
- Bulky keepsake items (trophies, large artwork, etc..) that can’t be filed can be set aside, placed in larger bins and labeled as keepsakes.
- Very critical items, like Social Security Cards and Birth Certificates, should likely go into a fire safe box.
- Shred or recycle the items that aren’t truly important (i.e., mid-year report cards become unimportant once you have year end, etc.)
STEP 2 CATEGORIZE: All remaining items were placed into categories.
- School – K through 8
- School – High School
- Job History
- Sports / Extracurricular / Hobbies
STEP 3 FILE:
Within each category, we created sub-categories as needed. We got out our labeler, file folders and hanging files, and started filing!’
TIP: As you start filing, use Post Its for your categories and sub-categories until you are sure the system makes sense.