Dedicate two days to this process, and it will be worth many times that in terms of your productivity and mental health.
You'll need a physical location to serve as a central cockpit of control. If you already have a desk and office space set up where you work, that's probably the best place to start. If you work from a home office, obviously
The basics for a work space are just a writing surface and room for an in-basket. Some people, such as a foreman in a machine shop, an intake nurse on a hospital floor, or your children's nanny, won't need much more than that. The writing sur face will of course expand for most professionals, to include a phone, a computer, stacking trays, working file drawers, reference shelves. Some may feel the need for a fax, a printer, a VCR, and/ or multimedia conferencing equipment. The seriously self-contained will also want gear for exercise, leisure, and hobbies.
A functional work space is critical. If you don't already have a dedicated work space and in-basket, get them now. That goes for students, homemakers, and retirees, too. Everyone must have a physical locus of control from which to deal with everything else.
If I had to set up an emergency workstation in just a few minutes, I would buy a door, put it on top of two two-drawer filing cabinets (one at each end), place three stack-baskets on it, and add a legal pad and pen. That would be my home base (if I had time to sit down, I'd also buy a stool!). Believe it or not, I've been in several executive offices that wouldn't be as functional.
If You Go to an Office, You'll Still Need a Space at Home
Don't skimp on work space at home. As you'll discover through this process, it's critical that you have at least a satellite home system identical to the one in your office. Many people I've worked with have been somewhat embarrassed by the degree of chaos that reigns in their homes, in contrast to their offices at work; they've gotten tremendous value from giving themselves permission to establish the same setup in both places.
You must have a focused work space—at home, at work, and if possible even in
If you're like many of them, you'll find that a week-end spent setting up a home workstation can make a revolutionary change in your ability to organize your life.
An Office Space in Transit
If you move around much, as a business traveler or just as a person with a mobile life-style, you'll also want to set up an efficiently organized micro-office-in-transit. More than likely this will consist of a briefcase, pack, or satchel with appropriate folders and portable workstation supplies.
Many people lose opportunities to be productive because they're not equipped to take advantage of the odd moments and windows of time that open up as they move from one place to another, or when they're in off-site environments. The combination of a good processing style, the right tools, and good interconnected systems at home and at work can make traveling a highly leveraged way to get certain kinds of work done.
Don't Share Space! It
is imperative that you have your own work space—or at least your own in-basket and a physical place in which to process paper. Too many married couples I've worked with have tried to work out of a single desk at home, and it always makes light-years of difference when they expand to two workstations. Far from being the "separation" they expect, the move in fact relieves them of a subtle stress in their relationship about managing the stuff of their shared lives. One couple even decided to set up an additional mini-workstation in the kitchen for the stay-at-home mom, so she could process work while keeping an eye on their infant in the family room.
Some organizations are interested in the concept of "hoteling"—that is, having people create totally self-contained and mobile workstation capabilities so they can "plug in" anywhere in the company, at any time, and work from there. I have my doubts about how well that concept will work in practice. A friend who was involved in setting up an "office of the future" model in Washington, D.C., for the U.S. government, claimed that hoteling tended to fall apart because of the "Mine!" factor—people wanted their