Getting Organized

September 21, 2010

Here is a questionnaire that I created about getting organized that I like to review with clients.  It takes a few minutes to fill out and you can see where you stand regarding the first steps you can take toward being more organized, while maximizing your time and effectiveness.  Enjoy!!

Questionnaire for Getting Organized

Time Management

How many hours per week do you allot to planning your work and life tasks?

Do you set out a chunk of time at the beginning of each week to plan or you do a bit every day?

Does this system work for you? Would you like to change your method of planning?

Do you have a planner? Is it a weekly or daily planner?

Do you use it consistently? Do you carry it with you frequently?

Physical Environment

Do you have a home or office space where you can keep important papers/resources/references?

Do you have enough book shelves?

Do you have a file cabinet? Do you use it, or do you find that you have piles of paper everywhere?

Do you have a filing system that allows you to file/access papers effectively and easily?

Do you have supplies (paper, pens, envelopes, etc) to get work done? Where are they located?

Information Transfer

Do you have folders or portfolio booklets to take any necessary papers with you?

Do you have notebooks or notepads to keep notes for different areas of interest?

Do you have access to all necessary forms that you need to do your work?

Do you have a briefcase/carry-bag? Would you like one?

Computer use

Do you have a computer/laptop (or access to one)?

Do you have a file system in place to store documents and links to resourceful websites?

Do you do on-line billing? Do you have on-line accounts

What methods do you use to ensure that you have an understanding of your account activity?

Do you have access to print out forms and documents?


Do you have an e-mail account? More than one?

How frequently do you check your e-mail?

Are you consistent with e-mail?

Is it a reliable form of communication for you? Do you like your provider?


Do you receive newsletters? Are there too many/not enough?

Do you have a website/blog? How often do you use it?

Are you part of any on-line forums or network groups? If so, what are they?

How frequently do you engage in them?

Are you part of any other groups that meet on a regular basis?

On a scale of 1-10 (1 being low,10 high) what would you rate your success at being organized?

On a scale of 1-10, what would you rate yourself in regard to computer literacy and/or use?

On a scale of 1-10,how would you rate yourself in terms of filing and keeping information in order?

On a scale of 1-10, how quickly would you be able to find information that was requested of you?

On a scale of 1-10, how would you rate yourself on maintaining your home/office from clutter?