Organize Your Paperwork
Beth Penn
Lessons
How to Make Less Paper Come Through the Front Door
14:46 2Identifying Paperwork: 3 Types
05:12 3Prep Your Space to Process Your Paperwork
10:33 4Creating a Home for Your Paperwork
10:19 5Determining What to Scan/Shred/Recycle
19:06 6Backing-Up: Best Practices
06:36 7Favorite Online Tools to Go Paperless
18:47Class Description
Paperwork is an essential part of running a business, but you shouldn’t be swimming in a sea of it. Learn how to keep track of the essentials and do away with the all the rest in Organize Your Paperwork with Beth Penn.
Beth is committed to keeping organized. In this class she’ll share all the tricks of the professional-organizing trade and help you make sense of your stacks of a paper.
- Create a filing system that actually works for you
- Store scanned documents in an organized way
- Use apps designed to declutter your life
- Know how to get your hands on any document you need, no matter where you are
Beth will help you develop efficient systems so you spend more of you time working with clients and less time on the paper trail. You’ll learn about the three primary types of paperwork and how to categorize as it comes in.
Organize Your Paperwork with Beth Penn will arm you with organizing tips you can tailor to your business and life so you spend more time focusing on what really matters and less time on what doesn’t.
Class Materials
Bonus Materials with Purchase
Ratings and Reviews
Larry
I tend to agree with Bonnie - it didn't solve all of my organizing problems, but it was helpful for the price paid Pluses - 1) she suggested several interesting apps to explore 2) "need to make the environment for dealing with paperwork attractive/supportive" - it should be obvious, but it was a good reminder Minuses - 1) I wish there had been more emphasis on setting up a paperwork system. 2) The scroll down highlighted "transcript" was interesting, but it was obviously not edited - there were misspellings and mis-transcriptions, which takes away from the professionalism
JeaN
I have a generally short attention span, so I have studied a lot of organization skills over the years to help me stay successful through school and grad school, and while working in corporate jobs. Now as a business owner I am looking to expand those skills since I have to learn so many more skills and be involved in more aspects of the business. I found this class informative and easy to learn from. I was able to complete the class in one seating, and I have about 4 pages of notes, including concepts and new tools I'm looking forward to implementing and experimenting with. Highly recommend.
user-52239c
Well, I found this instructor hard to follow. She seemed a little scattered, maybe she was nervous? She jumped into showing things without a good explanation of why she was doing it. I had hoped I would get more info on how to organize files in a file cabinet but there was not a lot about that, very general. She put files in wall hangers but I'm not sure why those particular ones went there and not in the files box and what was really going into the file box or being scanned. She showed some phone apps but I never quite caught what they were or how they actually worked. So many computer programs and apps to pay for and paying for sending receipts away to be scanned, paying for shredding, etc. I can't afford all of that. I wouldn't send out my personal papers for someone to scan - is that safe - or put my stuff in an envelope and mail it to be scanned -what if it got lost. I can scan and shred for myself. I don't like having so much of my life in the "cloud" for a couple reasons. I am not sure I'd remember where everything was and it would be a major mess if something happened to me and someone else had to get into all of those places. I will take some of the good bits and pieces and use those, as there were some good tips. I bought the class on sale for only $20 so I guess it was worth that.