Get Rid of Hanging Files If You Can At the risk of seriously offending a lot of people who are already using hanging files, I recommend that you totally do away with the hanging-file hard-ware and use just plain folders standing up by themselves in the file drawer, held up by the movable metal plate in the back. Hanging folders are much less efficient because of the effort it takes to make a new file ad hoc and the formality that imposes on the filing system.
Here's an e-mail I received recently from a senior manager who actually took my advice after avoiding it for a couple of years because of his investment in the hanging hardware:
Your system is FANTASTIC!! I've completely redone my files at home and at work—it only took a combined four days to do it, but I've done away with Pendaflex and have gone to the manila folder system, with A-Z and nothing else. WOW! It's so much easier. My desk for some reason is a lot neater, too, without those stacks of "to be filed" stuff hanging around!
But If You Can't . . . Many people are stuck with the hanging-file system, at least at work, because side-opening hanging-folder filing cabinets have become standard corporate issue. If you have to work with hanging files, then I recommend that you:
• Label the files, not the hangers. That lets you carry the file folders for meetings and when traveling, without taking the hanger.
In the fire zone of real work, if it takes longer than sixty seconds to file something, you won't file, you'll stack.
• Use only one file folder per hanger.This will keep the drawer visually neat and prevent the weirdness that results when multiple files make a hanger uneven. Having to recalibrate files in an alpha system every time a folder gets full is too much trouble.
• Keep a big supply of plain hangers and new file folders in the front of your first file drawer so you can make new files and store them in a flash.
Purge Your Files at Least Once a Year Cleaning house in your files regularly keeps them from going stale and seeming like a black hole, and it also gives you the freedom to keep anything on a whim "in case you might need it." You know everything will be reassessed within a few months anyway, and you can redecide then what's worth keeping and what isn't. As I say, I purge my files while I'm on hold on the phone (or marking time on a conference call that's dragging on and on!).
I recommend that all organizations (if they don't have one already) establish a Dumpster Day, when all employees get to come to work in sneakers and jeans, put their phones on do-not-disturb, and get current with all their stored stuff.[5] Dumpsters are brought in, and everyone has permission to spend the whole day in purge mode. A personal Dumpster Day is an ideal thing to put into your tickler file, either during the holidays, at year's end, or around early-spring tax-preparation time, when you might want to tie it in with archiving the previous year's financial files.
One Final Thing to Prepare . . . You've blocked off some time, you've gotten a work area set up, and you've got the basic tools to start implementing the methodology. Now what?
If you've decided to commit a certain amount of time to set ting up your workflow system, there's one more thing that you'll need to do to make it maximally effective: you must clear the decks of any other commitments for the duration of the session.
If there's someone you absolutely need to call, or something your secretary has to handle for you or you have to check with your spouse about, do it now. Or make an agreement with your self about when you will do it, and then put some reminder of that where you won't miss it. It's critical that your full psychic attention be available for the work at hand.