Here is a my easy mail management process.
1. Establish an "In" Box
Photo / Pottery Barn
About every-other-day I go through the pile and manage the paper.
Mail & Paper 101
- Getting Started with Paper Management
- How to Stop Junk Mail
- How to Manage Paper Clutter on a Weekly Basis
- What to Shred Checklist
- How to Organize Magazine Clutter
- How Long to Keep Documents
- How to Protect Yourself From Identity Theft
- How to Manage Mail
- How I Manage My Personal Mail
- How to Choose a Shredder
2. Sort and Shred
Photo / Pottery Barn
Next, I take the remaining mail (at this point a fairly small pile) that needs to be acted on to my desk and sort into into categories.
Mail & Paper 101
- Getting Started with Paper Management
- How to Stop Junk Mail
- How to Manage Paper Clutter on a Weekly Basis
- What to Shred Checklist
- How to Organize Magazine Clutter
- How Long to Keep Documents
- How to Protect Yourself From Identity Theft
- How to Manage Mail
- How I Manage My Personal Mail
- How to Choose a Shredder
3. File Invites & Events
Flora Desk Set from Franklin Covey
Anything dated I put into my calendar with the accompanying information.
Examples:
- If there is a coupon I want to use, I put the coupon dates in my calendar.
- Any hard copy documents that go along with an event (invitation, directions, response cards) go into an "Events" folder on my desk.
I like this process because if I'm running out the door to an event, I know exactly where I left the information.
Mail & Paper 101
- Getting Started with Paper Management
- How to Stop Junk Mail
- How to Manage Paper Clutter on a Weekly Basis
- What to Shred Checklist
- How to Organize Magazine Clutter
- How Long to Keep Documents
- How to Protect Yourself From Identity Theft
- How to Manage Mail
- How I Manage My Personal Mail
- How to Choose a Shredder
4. Categorize Tasks
Bamboo desk set from Franklin Covey
This would be bills to pay, errands, calls to return, etc. I have 3 task folders on my desk:
- Calls: RSVPS, questions about bills, etc.
- Errands: Anything I need to do outside of the house.
- Computer: Story ideas, interesting things I want to research, etc.
Any mail that fits into one of those categories is going into the appropriate folder. Then when it's time to make calls, run errands or use the computer, I have everything I need in that folder and can grab and go.
Mail & Paper 101
- Getting Started with Paper Management
- How to Stop Junk Mail
- How to Manage Paper Clutter on a Weekly Basis
- What to Shred Checklist
- How to Organize Magazine Clutter
- How Long to Keep Documents
- How to Protect Yourself From Identity Theft
- How to Manage Mail
- How I Manage My Personal Mail
- How to Choose a Shredder
5. Archive Personal Mail and Keepsakes
Vinea Magazine File from Franklin Covey
I allow personal mail like greeting cards to hang out for a few weeks. This category includes:
- Birthday cards
- Ticket stubs
- Birth announcements
- Postcards
After a few weeks, I choose a few items to archive and I am very stringent about what I keep in this category. If I receive 15 birthday cards, most years I choose 1 or 2 to keep and unless I am related to the child, I typically do not keep birth announcements. The ones I do hold on to, I put into my filing cabinet to eventually go into a photo album for each year.
Mail & Paper 101
- Getting Started with Paper Management
- How to Stop Junk Mail
- How to Manage Paper Clutter on a Weekly Basis
- What to Shred Checklist
- How to Organize Magazine Clutter
- How Long to Keep Documents
- How to Protect Yourself From Identity Theft
- How to Manage Mail
- How I Manage My Personal Mail
- How to Choose a Shredder






