Set up a household paperwork tray

Before you start

Choose one place for papers that still need a decision. Put it near the place you open post and within reach of the folders. Start with a week’s paperwork rather than the entire filing cupboard. Keep a calendar nearby for any actions with dates.

Tools and materials

• Shallow tray
• Three folders
• Labels and pen

Step-by-step instructions

1. 1

   Pick a landing spot

   Choose a dry place near where you open post, with room to lay down an envelope.

2. 2

   Label the folders

   Start with To do, Waiting and File. Keep the tray for items you have yet to sort.

3. 3

   Sort what you already have

   Put each document into a folder and note any deadline on your calendar.

4. 4

   Set a review time

   Pick a regular time to empty the tray and work through the To do folder.

Check the result

Pick a sample letter and run it through the system. You should be able to see where it goes and when you will act on it. At the next review, move anything completed out of To do and check the Waiting folder for items that need a follow-up.