Posted By IOTeam

By Karen Simon, Island Organizers2014 npm

     September is National Preparedness Month. The theme for 2014 is "Resolve To Be Ready." This year, President Obama has declared two days- April 30 & Sept 30- as part of America's Prepare-A-Thon to encourage everyone to take steps to prepare for any type of disaster.

What Is A Disaster?

     In recent months there have been a few devastating disasters: Malaysian Airlines' missing plane & plane crash in Europe, a 6.0 earthquake in California, 3 hurricanes in the Hawaii... the list goes on.  Consider what a disaster is to you. What if you, a family member or close friend were in a major accident? What if your home was ransacked & robbed? What if your neighbor's house caught fire and it spread to yours? Would you consider these events to be disasters?

Being Prepared For Anything

     Recently, a friend told me about his brother-in-law, Joe (name has been changed), who passed away due to a terminal illness. On the day that Joe had an appointment with his attorney to sign his will, he died before the appointment. He is survived by two sons, a grandson and a live-in girlfriend. His major assets are a home with a mortgage and a business with seven employees. Joe's estate is now in Probate.

     Since none of Joe's family was involved in his business, no one is left in charge to manage it during the Probate. What happens to the business in the meantime? About the house, who makes the mortgage payments? We hope that someone can find his life insurance policy. We hope that someone has access to Joe's financials and other funds he may have. We hope that...

Prepare Your Paperwork

     Gathering vital documents & paperwork is a necessary step to being prepared for anything. Leaving behind a legacy like Joe's is not what most want for their heirs. It's not what you want someone to leave to you. Trying to recover documents is not what you'll want to be doing after any type of disaster.

     This September, pledge to prepare your vital documents & information. Scanning and filing them electronically will keep them safest, make for easier access and allow you to share with the VIPs in your life. Do it for yourself and your loved ones - don't delay!

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REGISTER for our Vital Documents Webinar on Sept 30, 2015!

A Shortlist of Resources:

Replacing Your Important Papers at FEMA

Document Checklists at SafelyFiled

Organizing, Scanning & Digital Filing at IslandOrganizers


 
Posted By IOTeam

Mint.com logoOrganizing Expert Interview With Donna & Karen
 

       "Disorganization causes people to lose credibility. Their reputation suffers. They lose clients and miss opportunities because of lack of follow-up. They pay penalties due to late payment of bills, and other financial problems such as credit worthiness, etc.," say Karen Simon and Donna McMillan, co-founders of Island Organizers.

       How do you avoid all this? Karen and Donna were featured in an Organizing Expert Interview on Intuit's Mint.com ("online" version of Quicken). In the interview, they discuss:

  • ways to safeguard and backup financial info to prepare for disaster
  • going paperless and online finances
  • tricks for organizing financial information  
  • our favorite organizing tools for paperwork and digital info

‚Äč       Read the article to find out how YOU can be free of the struggles, stresses, and strains of disorganization!

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Learn skills and techniques to manage finances, time, digital tools, and more with Online Sessions and Private Appointments


 
Posted By IOTeam

      Virtual office, collaborative tools, project management. At Island Organizers, one of the main tools that we use to keep our projects on track is a cloud-based collaboration app (aka "workspace"). It's a "rented" space on the web  for all of our working documents, forms, idea pages, rough drafts, to-do's, etc. Each person in our business can see (or refer to), share or add/edit.

      Collaboration apps are not to be confused with ones that just store documents online like Dropbox or Box.com. They offer so much more! By keeping our company's projects and shared documents in our workspace, when someone adds or changes something or completes a task, we all receive an email notice. (I prefer to have it send me weekly updates instead.) So we all know what's up next.

        When we're working on a document together, we are on the phone with one person editing and others watch live! We no longer send email back and forth with documents attached (translation: no more email attachments!). There's no more keeping track of who has the latest version on their computer (translation: less files to store and less confusion).

 

      There's no more confusion about who's doing what on a project - the task lists keep us on track (translation: get things done on time!). I no longer carry "cheat sheets" for computer tricks, fixes and forms (translation: no more hauling paper around with me!).
       I'm hesitant to maintain my client folders in the workspace, though, mainly because there's sensitive information in them. So, based on your preference, I don't recommend putting all types of documents in the cloud.

       But, if you need a place to work that is accessible from any computer or e-device that keeps track of where you left off, a collaboration tool may be just the answer!

 

Excerpt from eNews: Organizing Today. Read full issue...


 
Posted By IOTeam

by Karen Simon , Island Organizers

eCalendar

     It's time to set up your calendar for the coming year with birthdays, holidays and special occasions. Before the days of electronic calendars, you'd take out both your new and old calendars or date books. You flip each page of the old to write your days to remember into the new. Those who use an eCalendar on their smartphone, computer and/or tablet can take advantage of the three most useful features that save the time and energy of this chore.

#1 - Recurring/Repeat Events: Birthdays, holidays and annual events that fall on the same day of the year can be plugged in once and will appear every year thereafter.

#2 - Import the holidays: Some holidays occur on different days each year, e.g., Thanksgiving, and some religious holidays. With most eCalendars, these dates can be automatically added in a blink by downloading a small file. Smartphone and tablet users can go to the app or Play Store. Web calendar (Google, Yahoo, etc.) users can just check a box to "turn on" holiday calendars to show the holidays. Note: for Calendar apps like Outlook or iCal and others, do an internet search on "import US holidays" to download. Get it on one device and the dates will sync with all your devices!
#3 - Reminders/Alarms: Especially with birthdays, take advantage of the alarm or reminder feature to notify you several days or weeks in advance of special dates so you have ample time to buy and mail cards or gifts. eCalendars can sound an alarm or popup a reminder; some send a reminder email when it's time.

Start your year off with an organized calendar. Take advantage of our Get Organized Month (January) specials, including one that includes help with e-Calendars! Ask me how to do it now.

Contact Us:  808-943-2053 & 310-391-7392

 


 
Posted By IOTeam

karen simonBy Karen Simon, Island Organizers

 

Got a scanner to get organized, but need help with How To? If you've tried to go paperless but are having trouble getting set up, you're not alone. Today, people are caught between the paper- based and digital document worlds. So many of them feel disorganized because they have some information on paper while other information is in digital form. They want all of their information to be "somehow" merged together into some kind of system that makes sense for them, is easy to maintain, and allows them to find it quickly when they need it.
 
Intuitively, they know that turning the paper into digital format is the answer so they purchase (or contemplate the purchase of) a scanner. That's where they get stuck because now, they realize that they don't have a system for filing the documents once they're in digital format - or they don't know how to create one. It becomes more of a headache to "figure it out," so they quit. Their investment in the equipment, and especially their time, is now wasted.
 

Just one of our solution-based services, Island Organizers helps you to set up your digital filing system to match how you work. We'll teach you how to use your scanner and teach you a routine to make your office and your life into one that is "paper-less" and organized so your information is always at your fingertips!

Find out how we can help you. Contact Us today. If you have a success story with your scanner, post a comment about how your scanner has helped you!

 

 _________________

Other Blogs about Going Paperless

Other Solution-Based Services:

Managing Email and Paperwork to get things done (and on time)!!
Setting Up Successful Routines to stay in front of clients and contacts
Maximizing Space for an organized and efficient office
Collaborating with others for virtual workers
Mobilizing The Office for staying organized on the road
Organize Anything to start, get and stay organized, finally!

 

Contact Us:  808-943-2053 & 310-391-7392

 


 


 
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