Action
files enable you to unclutter your desk yet still keep reminders
and current papers close at hand. Also known as working files,
these files are usually separate from -- and in addition to
- client, project, or reference files. Action files are for
current or pending activities and miscellaneous things you must
act on.
Action files
must always be within easy reach-- ideally in a small desktop
file holder that holds the file folders upright so the tabs
are clearly visible.
For added
peace of mind, make a note in your calendar or scheduling software
to remind you of important dates. This combats the "out
of sight, out of mind" worry and lets you clear your desk
without fearing you'll forget something important.
Suggested categories
for Action Files:
phone calls to return
agenda for an upcoming
staff meeting
expenses to submit
bills to pay
papers to file
business development
ideas
good ideas to try someday
papers to photocopy
current departmental
& administrative matters
pending health insurance
claims
your upcoming business
trip
tasks to delegate to
your assistant
conferences to register
for
matters to discuss with
co-workers
errands to run, gifts
to buy, sale coupons
things to discuss with
your child's teacher or doctor
pending (for example,
letters you sent for which you must receive a reply)
It's not necessary to
use every category listed here, and feel free to add any others
that suit you.
