Organize 365® Glossary Playlist

How do you know when you’re done organizing?

No one has ever officially defined "organized." I decided I would define it. We started by conducting academic-level research using our surveys. You can read more about Organize 365® Research and the finding on our Research page.

For most Americans, organization happens as Swiss cheese organizing.

You’re a little organized here and a little organized there. You can’t confidently say, “I AM organized,” because you think that being organized means perfection while not being organized is hoarding. You don’t have language for what happens in the middle of these two!

We need to consider the idea of done rather than perfect.

In this episode, I share many statistics and findings from our research, which is all leading us to change the way we present and teach the material in The Productive Home Solution™. 

If you just get through the first 42 days of the 100 Day Home Organization Program, you will have 80% of the spaces you use on a daily basis organized. You CAN call yourself organized. But many of you don’t FEEL organized. It doesn’t fully check off any single category of organizing as complete for you. It just marks a couple more spaces in your Swiss cheese organizing. I want to see you get to the point where you can say that you are personally organized or storage organized or paper organized, etc. You get to pick and choose which areas you want to tackle and master and declare organized in your life.

Coming in the fall in The Productive Home Solution™, you will be able to pick an area, focus on it for 5 or 6 weeks, and then declare that area of your life organized. You’ll work in baby steps to mark a full area as done so you can move on to the next area you want to organize. 

But what does it mean to be organized? Both men and women declare their home organized when… You’ll have to listen in to find out the answer!

Learn more about and join The Productive Home Solution™ here.

I legitimately had no idea how to do research surveys and data analysis. Recently, I have been learning about the difference between market research and academic research. Organize 365® is now sponsoring academic-level study and third-party data collection backed by Harrisburg University. 

Research always starts with a hypothesis — what you think the result will be. I wanted research results that showed that women are doing the majority of the work at home. But, that’s now what we found. We have started to share our initial research findings.

As I learn more about research, we really end up with more questions. One of the steps in research is to define every term used in study surveys. For example, you cannot ask a participant about “mental health” because that term is too broad and open to interpretation. However, you can ask about anxiety or depression. 

When we developed the first survey, I needed to figure out how to define “housework.” The research questions ended up focusing on four different types of housework.

Cleaning - Cleaning is related to the dwelling and covers any task a cleaning company would do. Learn more back in Podcast 422. 

Tasks of Daily Living - These are tasks related to the person regardless of where they live. These are the tasks defined by Social Security Disability and include things like preparing food, consuming food, running errands, planning meals, and washing laundry. Learn more back in Podcast 424.

Maintenance - is an optional housework activity where the property owner makes an additional infusion of money into their investment (property) to maintain and improve their property. In the long run, maintenance expenses increase the value of the initial investment. Learn more back in Podcast 428. 

Organizing - is an optional housework activity where a person makes an investment of current time for a future return of time. This is completely optional and customizable. Time spent today organizing results in an exponential time in the future. Often this involves setting up systems of organization and can be applied to renters and owners. Learn more back in Podcast 426. 

Literature Review 

As part of academic research, researchers look at other studies done on similar topics. The Organize 365® review looked at the role of women in the 21st century home. As I mentioned above, I thought women were doing all of the housework. It turns out that everyone thinks they are doing the majority of the work at home. There is so much work to be done.

Defining housework and recognizing these four areas makes housework feel overwhelming and never-ending. As women become more effective at articulating their role in housework, families will be able to better understand how much work is being done and proactively decide if the work should continue to be done at all. 

Our next study survey has been completed and we are busy analyzing the results. Learn more back in Podcast 430.

#myextra5 

The Sunday Basket® consistently saves people at least five hours a week by getting organized and being proactive. Through organization, you get extra time, and we all need more time. Follow or tag Organize365® on Instagram and share how you are spending your extra time once you get organized! — #myextra5

No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about the ideas and beliefs that are at the core of everything I teach and how I approach organizing.

As a professional organizer, I used to teach people how to build (and hopefully maintain) a color-coded file cabinet at home. But, in 2017, I had a sickening revelation that what I was teaching was not working. In a short time, I heard from two audience members who needed to emergently evacuate. No matter how organized their files were, their paper was not portable.

I am a functional organizer, and I learned that our paper needs to be portable and limited to a reasonable amount of space. It was time to ditch the file cabinets and organize reference papers into essential household binders.

File cabinets are typically not well-maintained and they are certainly not portable. America needs a better solution for reference paperwork. 

After some ongoing analysis, I realized that household paper generally fits into four categories. I look at my own life experience caring for my ill father and settling his estate. I look at my life as a homeowner. I thought about all of the information it took to keep my household organized and my family functioning. 

There were no ready-made systems for being a caregiver and executor when my father passed away. I have worked with the members of the team who have gone through similar life challenges to try and make our binders as broad and effective as possible. But, because they are binders, they can also be adapted to handle any life situation you encounter.

I created a reference binder for each of the four areas of essential household paperwork. Tax forms and kid's memories live outside of this system, but everything else that needs to be saved can typically be fit into one of the four essential binders. 

Organize 365® sells physical binders to help with your household paper organization. The contents for each binder are also detailed in The Paper Solution book. However, our physical binders have multiple pages of worksheets that help get the information from the many places it lives organized into one location. 

Setting up the binders will make your life more organized and easier. But, it is also a gift for your family. If anyone else ever needs to take over any portion of your #adulting, they will have what they need at their fingertips. 

This binder details your current and future financial information. It includes retirement accounts, vehicles, insurance, home inventory, estate planning, and funeral plans. 

This binder was originally designed for someone to be able to take over your financial life and close your estate. It can help with tracking bills, setting a house, or cancelling a lease. 

I estimate that in order to have a comprehensive financial binder, you will get 30% from your file cabinet, 30-40% digital information, and 30-40% in your memory or on random papers in your home.

This binder is designed to be used mainly by a caregiver. You can set one up if you are caring for someone else, or you can set one up to make it easier for a friend or family member to care for you. 

Although medical records are electronic, they are siloed in each medical practice. Many of the software systems do not effectively share information. Pharmacy, doctors, dentists, specialists, and insurance companies all have their own record systems in America. 

I estimate that 5-10% of this information lives in your file cabinet right now. 40-50% is online in some kind of medical record system. The other 40-55% is not recorded anywhere (yet!). 

Your medical binder is also a perfect place to keep a list of questions for your next appointment, write down observations, record behavior changes, and communicate with other caregivers.

This binder has a comprehensive workbook that includes a health history, childhood milestone tracker, symptom recorder, and place to record what you have already attempted. 

Life is short and the unexpected happens. We will either need caregivers or be caregivers. Having a portable, concise medical reference binder will help you to get the best care.

This binder is the one I use most frequently. It is designed for people who are homeowners but can be used if you rent too. 

This binder is designed to have all the reference information you would keep organized if your house was a person. If you were selling your house tomorrow, you could hand over the binder to the new owners. The binder contains home improvement information, paint colors, appliance information, and landscaping details. 

Typically, 80% of the contents of this binder are already in your file cabinet. Manuals, make and model numbers, serial numbers, and similar information can be stored in the binder. I also recommend keeping receipts for purchases here too so you know when it was purchased and how much it cost. 

The Household Operations binder is all of the paperwork and information you need to run your household. No matter what kind of dwelling you have, you need a place to track meal planning, cleaning schedules, events, holidays, vacations, and pet information.

As a teacher, I think of this binder as my lesson plan book for my family. 

Papers that live in your file cabinet are not enough for someone to come in and manage your life. Some of the information on the pages in the binder lives in your computer, in your head, and in physical places like your wallet. 

File cabinets are not portable. Most of our emergencies involve leaving the house. We evacuate or lose our homes to a fire or flood. Someone gets hospitalized and we need the paperwork available for the healthcare team. 

In true emergency situations, it is rare to need reference papers at home. Usually, you need them where you need to go. Papers need to be taken to the family member, a doctor, a lawyer, or a school meeting. 

File cabinets hold far more information and physical paper than most of us can effectively manage. When I helped professional organization clients clean out their paperwork, most can declutter at least 80%.

Keep it in a file cabinet or file box. These items are bulky and rarely referenced. In a true emergency, you could replace them. 

Kid’s School Memory Binder

Kids enjoy their own memories most when they are young and can see their own growth and progress. When your kids are in the midst of their accumulation phase or survival phase of life, they probably will not have time to sit down and look through their old math tests and spelling lists. 

But, when your kids are young, you might be amazed at how much joy they get from looking at their artwork, stories, and projects. They will sit down with their binders and tell stories about school that you might not otherwise get to hear. 

Have your kids help to make their own memory binder and then use them. Sit down together and see what they have to say about certificates, awards, and their own creations. 

Warrior Mama Binder

For kids who have an IEP or 504, we have the Warrior Mama binder. This is a combination of medical and educational information that will help you to keep your child’s paperwork organized and help you to advocate for his or her best education. 

My children are adopted and both needed additional support in their educational journey. I found that when I was going to advocate for my kids, I needed the medical and educational papers together for both doctor’s appointments and school meetings. I needed medical tests, health records, and learning assessments all in one place.

Your binder will hold essential details and can cut down on the time you need to spend to get your support professionals up to speed. This gives you more effective time during appointments. In my own experience, having paper documentation raises your expertise level with professionals and gives you immediate credibility. 

In all the times I have advocated for the people I love, paper has worked best. No one has ever asked me for a digital file. Often, systems are incompatible with one another. Records from the doctor are not easily accessible by the school record-keeping system. 

Paper is immediate. Sending a digital file after a meeting has not gotten the same results as passing around a physical paper during a meeting when all of the decision-makers are gathered together.

No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about the ideas and beliefs that are at the core of everything I teach and how I approach organizing.

Paper is my thing. I love writing on paper, I love organizing paper, I love everything about paper.

But, as a professional organizer, I realized there is very little information available about how to organize paper, the categories of paper we deal with in our lives, and how to actually use paper in everyday life. 

Less Paper, not Paperless.

Although we have been promised a “paperless” society, the reality is that the US is a paper-based society. We are able to handle more things digitally than ever before, but we still need physical paper for many things in life. 

In America, our vaccine cards, birth certificates, vehicle titles, and medical records are all physical paper. Other parts of the world have digital systems for these things, but because of the uniqueness of our government and our focus on freedoms, we do not have universal, digital records for these things.

In my own life, physical paper has saved me over and over. Paper means that I can avoid expensive professional fees, and it gives me authority with lawyers, doctors, and school principles. In America, paper is the way I (and you) can substantiate claims and provide proof of what you know. Paper is useful in settling estates, advocating for children during IEP meetings, and for communicating vital health information during a medical emergency. 

The Paper Solution

The Sunday Basket® is the foundation of an organized home. The Sunday Basket® starts as a physical basket that holds actionable papers. But, really, it is so much more. It is a weekly habit of processing and looking proactively at the upcoming week that keeps the household running more smoothly. 

In 2020, I published The Paper Solution as a physical book. It is written to change your mindset about papers, and to give you the practical tools to get your household papers organized. 

The Big Purge

As a professional organizer working in people’s homes, I saw over and over that file cabinets allow us to save much more paper than we ever in. Surprisingly, most Americans can get rid of 80% of their filed papers and will never need them again. 

You can declutter your papers in as little as 15 minutes a day. Take a few file folders out and review them. Make piles for papers to recycle, shred, and save. Put the “save” papers back in the file cabinet. 

If you have ever taken care of a loved one’s papers, you know how vital it is to have important papers organized and easy to find. Take care of the people you love by clearing out all the old papers that no longer need to be stored or saved.

Types of Paper - Actionable and Reference

Of the papers that should be kept, there are two main categories. 

Actionable papers are papers that require you to take some action — bills to pay, grocery lists to buy, or a note to book that vacation hotel. 

Reference papers are all of the other papers we save — bank account numbers, retirement statements, wedding cards, and love letters. These we may look at again sometime in the future, but they mostly need to be kept safe.

Ditch the File Cabinet

After years of helping people get their files color-coded and organized in a file cabinet, I had several clients who were facing emergency evacuations. The reality was that they did not have time to pull out important documents during their emergency. 

That is when I realized that our reference papers need to be portable and there must be a constraint on how much paper we keep. It’s not realistic to load up an entire file cabinet when trying to get away from a forest fire or a hurricane. 

For several years, I have been teaching people to ditch the file cabinet and replace it with several essential reference binders. (More on this in the next podcast). 

Certified Organizers

America is going to need a team of trained professionals who understand the skill of organizing to teach it to others. The Organize 365® system offers different levels of assistance for learners depending on their personal needs. 

Certified Organizers are trained by Organize 365® to provide 1:1 or small group coaching, assistance, and support. I want you to have what you need to get organized and to be successful. 

We all need to have our paperwork organized. You can do it now, or you can do it after an emergency. It is a blessing to do it now — it is a gift to yourself and those who love you.

Organize 365® offers The Paper Solution for any type of paper you have. Actionable, household, reference, or work. Learn more at organize365.com!

See the full blog post at organize365.com/special-circumstances-organize-365-story-part8

This is part eight of a series sharing the Organize 365® Story. I want to talk with you about some special circumstances that impact your organizational journey. As always, I start with helping you to get the right mindset about home organization. I want to give you the ability to look at your life circumstances and understand the ways in which they are impacting your organization. Getting your thoughts and mindset ordered is vital to ordering your physical spaces. I want to share with you some life circumstances and talk about how they affect your thinking and your organizing work. This week, I want to share some special circumstances you may face in order to help the Organize 365® community to have a shared vocabulary and foundational language.

No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about how I special circumstances and their impact on organization. These ideas are at the core of everything I teach and how I approach organizing and will help you take those first steps towards learning the skills of organization in order to progress along your transformational journey. 

See all eight parts of this series at organize365.com/glossary

See the show notes at organize365.com/redefining-work-organize-365-story-part7

This is part seven of a series sharing the Organize 365® Story. I want to talk with you about how you define "work." As always, I want to share my mindset and thinking with you. I also want to share how owning a home or running a household can also be your work. In this podcast, I also share many of the words I use surrounding the concept of work that help me to be more efficient, productive, and effective.

This week, I want to share my perspectives on work to help the Organize 365® community to have a shared vocabulary and foundational language. No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about how I think about work. These ideas are at the core of everything I teach and how I approach organizing and will help you take those first steps towards learning the skills of organization.

See the blog post at organize365.com/redefining-time-organize-365-story-part6

This is part six of a series sharing the Organize 365® Story. I want to talk with you about how you look at time affects your organization and productivity. As always, I focus on helping you get the right mindset about how you spend your time. Time is the most abstract concept that will have the longest impact on how you spend the rest of your life. I want to share with you some of the ways you can change your mindset and how I think about time has changed over time and has helped me to grow in productivity. This week, I want to share my perspectives on time to help the Organize 365 community to have a shared vocabulary and foundational language.

No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about how I think about time. These ideas are at the core of everything I teach and how I approach organizing and will help you take those first steps towards learning the skills of organization.

See the full blog post at: organize365.com/home-organization-perspective-organize-365-story-part5

This is part five of a series sharing the Organize 365® Story. I want to talk with you about getting your home organized. As always, I start with helping you to get the right mindset about home organization. I want to give you the ability to figure out how to organize your home for yourself. Getting your thoughts and mindset ordered is much more effective than ordering your physical spaces. I want to share with you some of the ways you can change your mindset and the way you name the spaces in your home. This week, I want to share my home organization perspectives to help the Organize 365® community to have a shared vocabulary and foundational language.

No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about how I think about how we get our homes organized. These ideas are at the core of everything I teach and how I approach organizing and will help you take those first steps towards learning the skills of organization.

See the full blog post at: overwhelm-to-plan-organize-365-story-part3 This is part three of a series sharing the Organize 365® Story. This week, I want to talk with you about what happens as we move from one phase to the next. Typically, we get overwhelmed, feel like we are living in chaos, and struggle to have a plan. We struggle to keep pace with the new change while we are trying to learn a new level of organization, and the transition takes longer than we expect. As things get moving faster and you begin to feel overwhelmed, the way to regain clarity and be able to adjust from being reactive to productivity is the Sunday Basket®. This week, I want to share the details of the Sunday Basket® to help the Organize 365® community to have a shared vocabulary and foundational language. No matter when you begin your transformational journey (or when you need to reset or restart), this information will be here as a reference for you. Listen in as I teach you about how I think about how we get our homes organized. These ideas are at the core of everything I teach and how I approach organizing and will help you take those first steps towards learning the skills of organization.