The team that tapes POTUS’s papers back together for legal preservation

A group of records management analysts in the Old Executive Office Building next to the White House has the most unusual assignment – taping together documents that President Donald Trump rips up as part of his unofficial “filing system.”

Armed with rolls of clear Scotch tape, Solomon Lartey and his team sift through large piles of shredded paper and put them back together, Lartey told Politico, “like a jigsaw puzzle.”

Sometimes the papers would be split down the middle, but other times they would be torn into pieces so small they looked like confetti, according to the Daily Mail.

from Emily Goodin U.S. Political Reporter for DailyMail

 

End-of-year tax advice

I’ve researched tax information in various countries to offer you the following links to help you to prepare your records so your accountant can prepare your annual accounts in the most efficient and cost-effective way.

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Shoebox filing

Recently I’ve noticed a number of accountants offer their services to do a one-off service to sort out the shoe boxes of paper records their clients bring to them. It seems that a lot of small business owners still put all their receipts and invoices into a box or maybe a folder or envelope and don’t bother to look at them again.

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Genealogists to the rescue after school arson

Two weeks ago an arson attack on a local school destroyed several classrooms and the library. The school principal mourned the loss of the contents of the library including all the school’s archives. This was particularly poignant with events being planned to celebrate the school’s 125th anniversary later in the year.

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Filing used to be easy. What’s happened?

Filing used to be easy – or seemed to be – when we only had paper to sort out.  Sure there was lots of paper and people had shelves full of binders and large cardboard folders or boxes all neatly labelled.  But it all looked efficient and probably was.organised office#1

Still is for those who still keep good paper records of their business activities. It’s easy to find what you’re looking for because the labels on the folders are so clear.Then along came PCs and Macs with their electronic documents, spreadsheets, presentations and – OMG – email.

The devices and the software came with instructions on how to put the bits together and how to use the software.  The missing link though was how to organise the information people created and stored inside the devices.

As a result many people couldn’t find documents and important business information.  No-one had explained how to organise these files so documents could be found quickly and easily when they were needed.Now our electronic life has become even more complex as we have become more mobile and use tablets, mobile phones, laptops when we’re on the move and often a desktop PC back at the office.

So when we want to access certain pieces of information, which device is it on? Did I reply to that important email? If so where is my reply?  It can be so confusing.  So what to do?

Well there are a few simple rules you can impose on yourself:

  1. Stop and think about the implications of your actions now when you want to revisit them later
  2. Consider how critical it is to send that email from your smart phone right now.  Can it wait till you get back to the office later in the day?
  3. If you really must send an email while you’re out and about, Bcc the message to yourself so it’s in your inbox on your main device
  4. Don’t check your email on your mobile phone during the day (Hmmm, now there’s a challenge!)
  5. Discipline yourself to only send email from, and save documents to, your main device.
  6. If you are ruthless you can stop emails coming into your mobile phone.  You won’t be alone. Search Google for ways to stop email on your mobile phone

There are of course more technological solutions.  I’ll look at these next time.

File meaningful information, not rubbish

Over the past couple of months I’ve been rather distracted by some family health issues. Of most concern has been my 92-year-old mother whose level of mobility has decreased considerably in recent months and has caused her to become very tired just looking after herself.

She has now moved into a rest home where she is being pampered – breakfast in bed, cups of tea brought to her etc – so she can just rest. She’s loving it and she deserves it.

Mum has had home help and meals delivered for a number of years and recently I was witness to assessment by a social worker about the level of care Mum needed.  I was intrigued by the paper work involved.

There was a 10 page “User manual,” a 4 page “User Services Agreement” that included a full page of statements that Mum had to sign to say she understood them and all the information she had been given. Then there were two other pieces of paper with lots of information in such small print that I couldn’t easily read it, let alone my mother!

The social worker was very proud of the fact that she took two hours (instead of the obligatory one hour) to go through all this with her “clients”.  However at the end Mum just signed so we could have some peace.  Too much information and way too tiring!!

Mum also had another assessment around the same time. Interestingly neither of the people making the assessment picked up that Mum was exhausted and needed rest home care as recommended by her doctor.  Yet within a week of these visits, she had collapsed and moved into a rest home.

The moral of this story is that assessments and report writing need to be more than just ticking boxes and spending a certain amount of time on them.

They need to be based on expert evidence, keen observation and getting into the underlying purpose of the assessment, preferably by people who have a good understanding of the situation.  In other words, don’t just take what is being said at face value, probe to get behind the words and find out what is really going on.

And don’t keep a record just for the sake of it.  I can’t imagine what value there is in the reports on my mother when they didn’t even scratch the surface of the problems she was having.

This applies to any business issue.  If you have a problem in our business that you don’t understand, talk to people who have in-depth knowledge of the issue; keep asking questions till you are satisfied that you know how to resolve it; don’t be put off by sweet words, especially from the people who may be at the root of the problem.

Above all don’t write a report and then file it just for the sake of it. Only keep meaningful information about your business.  If it doesn’t mean anything to you, then don’t keep it.

You can read about more hints and tips to improve your business in my free eBook; and even more if you download the eWorkbook that gives you a full set of instructions on how to set up a filing system for your business.

Judy Owen has been working with businesses of all sizes and complexities for more than 20 years to improve and streamline the access to their business information.  She and her team can show you how to reduce risk, improve productivity and increase profits with good business systems and processes in your business.

Maybe the paperless office will still come

When PCs appeared in businesses 20-30 years ago there was a widespread expectation that we would become a paperless society.

Over that period there has been some dismay that in fact we were creating more paper as people created an electronic document and then printed it.  Because the printed copy often wasn’t filed properly (if at all) it got ‘lost’ in a pile of other papers.  So when it was needed again, another copy was printed. And so it goes on!

Recent research however has found that the amount of paper flowing through businesses is now decreasing.  It’s taken a while but we are getting there.

What has caused this turnaround and why has it taken so long?

It’s more than 10 years since New Zealand passed the Electronic Transactions Act (2002) (ETA) which aimed to reduce uncertainty (of dates and times) and permitted legal requirements to be met electronically.

In spite of this stated purpose of the ETA, there has been a reluctance to accept an electronic version and there has been continued uncertainty around what is legally accepted electronically and what needs to be in paper format to be a legal document.

More recently however there has been some movement towards acceptance of scanned electronic signatures though there is still some unwillingness to accept some contracts with electronic signatures.

This is reminiscent of the early days of faxes.  Who remembers when you could fax a document for quick response but you had to post the original as well so you could file the original because a signature on a faxed copy wasn’t legally binding?  Or when the faxed copy had to be photocopied for filing because the ink on fax ‘paper’ faded.

It’s good to know that businesses of all sizes are now looking more towards keeping the electronic version as the official record of the business.  There are a number of reasons for this that vary for each business.

Whatever you decide for your business, the decision needs to be formalised in a policy statement that is communicated to everyone in your business who needs to know.

A sample policy statement is part of my eWorkbook offering.  It is a simple one-page policy statement that you can amend to suit your business.  Because the key points are there, it won’t take you long to create your own policy.  It’s worth involving your staff so you get buy-in to the policy before it is confirmed and implemented.

You can read about more hints and tips to improve your business in my free eBook; and even more if you download the eWorkbook that gives you a full set of instructions on how to set up a filing system for your business.

Judy Owen has been working with businesses of all sizes and complexities for more than 20 years to improve and streamline the access to their business information.  She and her team can show you how to reduce risk, improve productivity and increase profits with good business systems and processes in your business.

Spring into Spring : clean-up and organise your office filing system.

daffodilsThe recent weather has been very spring like, daffodils are brightening gardens, lambs are frolicking in the rural areas and everyone seems to have got some new energy after the winter.

It’s a great time to put some of that energy to work in your office, especially if it is looking a bit cluttered with papers that have piled up or if you have a desktop screen filled with icons for documents that haven’t been filed properly in your record-keeping structure.

It’s also timely from a business point of view, especially if you’re almost half way through your financial year like I am.  If you have a clean-up now you can:

  • sort out your invoices and receipts well before the time you need to get your financial information to your accountant for your annual accounts
  • find your business plan and review your progress so you can congratulate yourself on your achievements  or put in place some actions to improve your position.

Did you know that once you’ve got your business information organised and at your fingertips you will be able to save up to 15 minutes a day every day.   Think about how many non-productive hours that adds up to over one year.

before and after

If you think you don’t have time to do a clean-up then take a look at my 15 Minute Action Plan to tidy your desk.  It really works.  Jill and Sandie among others can vouch for that.

If you can’t find documents easily in your computer, then work through the 15 Minute Action Plan to organise your electronic documents.

When you have your filing system in order you will save time and reduce stress as well as increasing your productivity and profits.

You can read about more hints and tips to improve your business in my free eBook; and even more if you download the eWorkbook that gives you a full set of instructions on how to set up a filing system for your business.

For more than 20 years Judy Owen has been working with businesses of all sizes and complexities  to improve and streamline the access to their business information.  She and her team can show you how to reduce risk, improve productivity and increase profits with good business systems and processes in your business.