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Once you place all relevant papers in the file system, you will feel the benefits of
ORDER. It’s a nice feeling, particularly if you have been rather disorganized in this area.
Remember to customize the system. You are not limited to the above list; add as many files
as you need.
In your Bring Forward System you will have one file for each month, one for each
week and one for next year. Here’s how the system works. Someone says you have to file a
report on the 15th of September. It’s now February. How do you remember to file the report
on time? It’s simple. Write a brief note about when you have to file the report, attach the
note to the report and put into the file marked “September.” Come September, you have
long forgotten the matter until you pull it out of the file and presto! This is invaluable to
create order. This system can be used to recall birthdays, anniversaries or special events.
Simply drop the applicable papers, notes, or advertisements in the appropriate monthly
file.
At the beginning of each month, pull open the monthly file, remove each item and
place it into the weekly file. You have 4 of them to use. If the report is due on September
15, on September 1 when I retrieve the September file, I simply take the report and put
it in the file marked “WEEK 2.” At the start of week 2, I do what the note tells me to
do. I have stopped worrying about it or trying to memorize what I have to do. This is a
fail-safe method of bringing forward information that needs your attention at some point
in the future. It’s no longer in your head, it’s in a system that eliminates errors and is 100%
effective.
The last file marked “NEXT YEAR” is an extra file in which to place information
that does not need your attention until next year.
sTraTeGy 4-3:
Fill in and make copies of your Master
data worksheet.
If you died tomorrow, would your spouse, loved ones or beneficiaries have a record
of your personal affairs? Not maintaining a record of your affairs will present them with a
nightmare, should anything happen to you.
What follows is your Master Data Worksheet. It is a fully integrated
and comprehensive tool to handle all the information about you and your
affairs. Once completed, make a copy and insert it into your Alphabetical File
System. Send a copy to your attorney and place a copy in a safe deposit box.
Newsletters Photographs/negatives Receipts
Retirement Taxes Telephone
Thank You Notes Travel Utilities