Sample Thank You Notes For Donations

What Momma never taught you to deposit

Workers around the world admit they are often overwhelmed by piles of paper found in offices, at home and in life in general. While most of us have learned the details of telephone and computer skills, very few people have ever taught deposition techniques. Momma you may have learned to do laundry, cook and even how to balance your checkbook, but I guess it failed to deposit 101.

Most documents can be divided into three categories: Action, reference, or Archive. Here are some samples of each and guidelines for sorting.

1. Action - These items represent something you have to do. Have a notebook handy for sticky label things if necessary. If the battery is too large to act on next week, divide things in a reasonable amount over the next month. Here are some examples, if the things you'll encounter at home and at work. Please note that each element has a verb which means an action item:

Send thank you note to the client to point RSVP company Return event to another department / individual for the budget spreadsheet Create marketing Sign up for disability insurance for employees Dentist Make an appointment Register children for spring football Redeem coupon Bill Pay

2. Reference - These documents represent elements that are now between you and your household or employment. You want to create a file labeled for each category and have those files on hand in a cabinet or safety deposit box. Here's a sampling of some of the things you might run across that you dig with your communication:

At Home:

Statements from banks credit cards applications received donations of employment, including the updated copy of your resume household records Repairs Insurance - Automotive, disability, dental, homeowners, liability, medical, vision, records of investment - including real estate and retirement medical records / receipts Receipts for items purchased in the current school records for one year for children (I recommend a file for each child throughout the school) tax records for the current year - includes revenue, return or other document that will be required to prepare Tax Returns Guarantees

At work:

Project files - some current, some recently completed tender for future projects, products or campaigns HR Benefits: statements and budget reports brochures Industry Articles White Paper to read magazines such as trade, newsletters associations, company announcements

3. Archived - When you think of archived items, think of the things you usually do not need day after day-out basis, but you may need some day in the future. They can represent something historical, practical or sentimental. Items with (*) are personal things that must be stored in a safety deposit box or fireproof safe.

At Home:

Adoption files * Backup copies of photos and computer hard drives Certificates: birth, death, divorce, marriage * Former real estate purchases of shares Military Records Old newspaper articles * (! Within reasonable limits) Passports past tax returns * Wills & Healthcare Directives *

At work:

Completed and closed project files of completed projects Blueprints Signed-off revenues approvals for supplies / equipment guarantees equipment historical data, photos, documents for your samples of printing of brochures, business cards or stationery other business

Action files are probably the most time-sensitive because they represent something to be done. Make sure that you can visually see your files every day action. At home, use a file box open on your kitchen counter. At work, use a STEP file sorter that will keep your files within arms reach and always visible.