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Q: Would you recommend an easy to follow filing system for my small office? ( No Answer,   0 Comments )
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Subject: Would you recommend an easy to follow filing system for my small office?
Category: Business and Money > Small Businesses
Asked by: 6ra3-ga
List Price: $75.00
Posted: 29 Jun 2005 02:21 PDT
Expires: 10 Jul 2005 09:50 PDT
Question ID: 538240
Hi,

I would like to have some order in my office and in my dealings with
other departments.  I've got one assistant and myself and I'm doing
great in collecting useless paper piles and he's not able to keep up
with me and I can't blame him. :-)

Would like a filing/paper management system to be suggested to address
the following:

1. Faxes.
2. Postal Mail.
3. FYI documents sent to me in reference to various issues that I care
or not care about.
4. Brochures and promotional material.
5. Reference and clarification memo's and letters both internal and external.
6. Drafts, drafts, drafts, semi-finals and finals and copies and God
knows what else of the same document.
7. Documents to be reviewed only, some to be commented on, some to be approved.
8. Invoices, certificates, vouchers, receipts and delivery notes.
9. Tickets, hotel bookings and vouchers, used tickets, semi-used
tickets and a ton of post-IT notes on all of the above.
10. The usual other stuff, job descriptions, job offers, contracts,
service agreements, resignations and magazines and other periodicals.

The issue is we're building up the procedures and internal structure
of the whole company, I'm not interested in waiting till that's done
and would like to address the above in a simple to follow system that
can be implemented in a week or two in its majority.

Oh yes, I would like to give my assistant a checklist of things to
cover everyday, such as placing documents that need signature in the
in-tray and when to check in for them to see if they're ready, the
other above issues would need to be managed through that checklist as
well so I would appreciate a recommended one. :-)

-Mao
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