5 Steps Towards a Near-Paperless Office

5 Steps Towards a Near-Paperless Office

When I first started my career as a Productivity Consultant, paper was the largest clutter challenge for many of my clients. Even in our digital world today, people still struggle with paper overload, and data shows the “paperless office” is more of a goal than a reality. According to a 2025 study by the University of Illinois Urbana-Champaign, the average American office worker prints around 31 pages per day and uses 10,000 sheets of office paper per year.

The time and cost involved with managing paper clutter are enormous. While a good paper management system can definitely improve your chances of finding what you need when you need it, you still have printing costs, storage costs, and maintenance. One solution all business and home environments should consider is the near-paperless office. (As a sidenote, I don’t think a fully paperless office is typically reasonable or optimal, but most of us can greatly improve the intentionality of what we choose to have in paper format.)

While the task of creating a paperless environment may seem overwhelming, it doesn’t have to be. The following 5 steps help to break it into digestible pieces:

1. Reduce and Automate

First, reduce your incoming paper so you have less to manage. Almost everything today is created electronically, so you are already most of the way there! Use online and mobile applications to automate and digitize your processes as much as possible:

Creating processes to deal with incoming paper now will set the stage for a paperless office and simplify the work needed for the remaining steps.

2. Visualize and Analyze

Define what “paperless” means to you. Do you want to be near-paperless or just free up enough space to clear the clutter and maintain organized files? What information needs to remain in paper form and for how long? Who will need to access the information, and from where? What are your security needs?

When creating your vision for a paperless office, be sure to include everyone impacted. Get your whole team involved in a needs assessment. Determine how you would like electronic info to be organized, accessed, and shared. Determine retention guidelines for information, whether in paper or digital format.

3. Determine Tools & Resources

Next, determine what tools and resources you will need as you implement and maintain your paperless environment.

  • Scanner: For most individuals and small businesses, I recommend the ScanSnap wireless desktop scanner. A scanner such as this with OCR capability will allow you to search file contents as well as the file name. As a bonus, content in scanned files can also be included in any future AI analysis.
  • Paper Files and Boxes: For paper that you intend to keep in physical form, determine how it will be stored. For example, archived information can be stored in file boxes or bins, offered in various sizes. Be sure to label the box or use printable labels, including retention dates, for easy maintenance.
  • Apps for Digital Files: Similarly, decide what systems will be used to store and manage digital files. Online solutions such as Microsoft 365’s OneDrive/SharePoint or Google Drive are great options. You might also share files using an industry application or collaboration tool.
  • Other Tools: Also consider what you will use to back up your digital files and any tools or apps for mobile access.

An upfront needs analysis will save time and frustration later.

4. Create a Plan for Action

Depending on the extent of paper and the number of people involved, this could be a simple or a detailed project plan with goals, milestones, responsibilities, and target dates. A simple action plan would include:

  • Declutter: First, declutter as much as you can (trash, shred, or recycle). Studies show that close to 80% of stored paper is not even needed!  Consider holding an office clean-out day. During a recent 2-day Office Clean-Out that I facilitated, employees removed over 2 tons of paper from their building! And, this didn’t even include paper in their warehouse that was destroyed, or paper that they will scan and then destroy. You may be surprised at how much your paper is weighing you down.
  • Archive Older Information: Once you have cleared the paper clutter, archive information past a certain date that needs to be kept but is determined unnecessary to digitize. This information can be stored off-site or in a location that is less accessible. Be sure to label the boxes or bins well, and keep an inventory of what is stored.
  • Digitize strategically: Finally, for information you want to digitize, make a plan for scanning and storing it. You may choose to do this in-house or hire a scanning company to handle it for you. Consider how much scanning you will be doing, the types of information you will be scanning (documents, pictures, microfiche, books, etc), and if you want it to be searchable and editable. Document where the information will be stored, and how it will be organized, shared, and retrieved.

Reach out if you’d like a free checklist for planning and implementing a successful Office Clean-Out Day.

5. Maintenance

An important part of any paperless plan is a strategy for maintenance. If there are multiple people sharing a system, it’s helpful to choose a “champion” to ensure everyone using the system is trained appropriately and that standards, guidelines, and processes are documented and followed.

Taking the time now to plan for your paperless environment and creating the systems and habits needed to maintain it will result in years of time savings, reduced costs, and improved productivity.

AI Isn’t the Enemy, Irresponsible Use Is

AI Isn’t the Enemy, Irresponsible Use Is

Artificial Intelligence has quickly become one of the most debated topics in business and society. Depending on who you ask, AI is either the greatest productivity breakthrough of our generation or a dangerous threat to jobs, privacy, and the environment. I believe both perspectives hold some truth, and with strict guidelines and security measures, we can harness its benefits while minimizing its risks.

Concerns around AI typically fall into three categories:

  1. Security and privacy risks
  2. Environmental impact from large-scale computing
  3. Fear of job displacement

These concerns should be addressed, but the real risk is not AI. It is using AI without intention, boundaries, or accountability.

AI is here to stay – it’s built into almost every technology tool and app we use – and wishing it away won’t solve anything. I believe the conversation we should be having is this: “How do we use AI responsibly in ways that advance the greater good?”

A Framework for Productive AI Use: The A.I.M. Model™

The responsible use of AI may feel like a big, global issue, but it starts with how each of us chooses to use it every day. The A.I.M. Model™ offers a simple, practical framework to help ensure your use of AI is intentional, responsible, and aligned with what truly matters.

A — Assist, Don’t Replace

AI should support your thinking, not take it over. It can help you move faster, organize ideas, and generate starting points, but it should never replace your experience or judgment. AI is just one tool in your decision-making tool chest.

I recently received an email from someone suggesting I check out “a quick AI prototype” based on the ART™ methodology I use with clients. I was intrigued, and so I tried it out. What I found was that it took much more time to prompt and run this AI prototype to assist with the Action-Reference-Toss decisions than it would to make the decisions myself (which goes completely against the purpose of ART™ – a tool to help make information workflow decisions quick and simple!)

AI will not always be the better solution, and we shouldn’t use it just because it’s there. As I recommend with any goal, define the need and your vision for a successful result, and then determine if AI can be a helpful resource to reach that goal.

I — Input Determines Output

AI is only as effective as the direction it’s given. The quality, clarity, and safety of your input directly shape the results you receive. This means two things:

  • Be intentional with what you ask. Clear prompts lead to better outcomes.
  • Be mindful of what you share. Know how your AI platforms use your information. Protecting sensitive information ensures safety and confidentiality.

Spending some time upfront to craft the best prompts will save time, resources, and frustration in the long-run.

M — Multiply What Matters

The true value of AI is not in doing more but in creating space for what matters most. When used intentionally and responsibly, AI adds value and utilizes resources for good. It also frees up time for more valuable, meaningful activities such as relationships, creativity, leadership, and strategic thinking.

It’s easy to fall into the trap of using your trusted chatbot for the latest trends, and I admit sometimes it can be fun. Like many of you, I also asked my AI assistant to “generate a caricature of me based on what you know about me so far.” But now that I know more, I realize it was not an intentional, responsible use of AI. While it was fun for a minute, it did not add value to myself or others and definitely did not improve my productivity. I was “doing more” for no good reason and wasting valuable resources at the same time.

I also find myself continuing in AI chats longer than I need to, even after I’ve achieved what I set out to do – it’s the chatbot version of “rabbit holes.”  Most AI tools love these additional “value add” statements when answering your initial request: “If you want, I can also….”  Before responding “Sure!”, pause to determine whether the extra time and energy are worthwhile.

The next time you open up ChatGPT, Claude, or Copilot, run through the A.I.M. Model™ as a guide to ensure your use of AI is both intentional and responsible.

Click below for a 1-page printable of the A.I.M. Model™

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Responsible AI Use Within Business

If we take AI use a step further, we can look at how it shows up within organizations. Responsible AI isn’t just about the tools a company adopts, but about the culture it creates around how those tools are used. Leaders in this space recognize that AI should enhance their people and processes, and not replace accountability or judgment.

A responsible AI culture includes:

  • Clear usage guidelines
    Define expectations for how AI should (and should not) be used within the organization.
  • Employee training and skill development
    Teams should be equipped with the knowledge and confidence to use AI effectively and responsibly.
  • Transparency with clients and stakeholders
    Build trust by being open about when and how AI is used.
  • Ethical boundaries
    Establish guardrails to prevent misuse.
  • Ongoing human oversight
    Ensure that people remain accountable for decisions, outcomes, and quality.

The companies that will benefit most, internally and in their broader impact, are those that use AI intentionally and consistently apply these principles.

AI Provides An Opportunity We Shouldn’t Ignore

We are living through a shift similar to the arrival of the internet, smartphones, and social media. Those who resist will be left behind. Those who adopt recklessly will create problems. But if used the right way, AI offers an extraordinary opportunity to expand human capacity without expanding human hours.

The question is no longer whether AI will exist in our homes and workplaces – it’s here to stay. Like every transformative tool throughout history, its impact depends entirely on how humans choose to use it.

Additional AI Resources

As I was writing and refining this piece, I came across a few thoughtful perspectives on AI that you may find helpful:

Break the Scroll: 7 Apps to Help You Spend Less Time on Your Phone

Break the Scroll: 7 Apps to Help You Spend Less Time on Your Phone

If you’ve seen the film The Social Dilemma on Netflix, you know how deliberately social media is engineered to keep us hooked. (If you haven’t, I recommend watching it!) Every like, notification, and reel is designed to capture and keep your attention—often without you even realizing it.

The good news? You can reclaim your time and attention, but it may take more than willpower alone to break the addictive hold our phones have on us. Here I share seven apps and tools to help you spend less time on your phone, allowing more time for what matters most.

Start with the Built-In Tools You Already Have

1. Digital Wellbeing (Android) / Screen Time (iOS)

What it does: Track and limit your screen time.
How it works: You can find these built-in tools in your settings. Both show exactly how much time you’re spending on every app. You can set daily limits for apps like Facebook or TikTok, and schedule times of day when apps are blocked.
Who it’s great for: Anyone who wants to monitor behavior, set boundaries, and make intentional adjustments without downloading anything extra.
Links: Digital Wellbeing / Screen Time

Add Downloadable Apps for Extra Support

2. Forest

What it does: Stay focused by growing virtual trees.
How it works: Every time you want to focus, you plant a tree. Leave the app to check Instagram or TikTok, and the tree dies. Over time, you’ll grow an entire forest representing your focused hours.
Who it’s great for: Visual learners and anyone motivated by gamification.
Link: Forest

3. Freedom

What it does: Block distracting apps and websites.
How it works: Schedule focus sessions across all your devices to block apps, websites, or even the entire internet if you want deep work time.
Who it’s great for: People who need cross-device control and serious focus sessions.
Link: Freedom

4. One Sec

What it does: Interrupt impulsive app openings.
How it works: Adds a short pause before opening apps —just long enough to ask yourself, “Do I really want to do this?”
Who it’s great for: Increasing intentionality by breaking the habit loop of compulsive checking.
Link: one sec

5. StayFree

What it does: Detailed app usage tracking and blocking across devices.
How it works: Offers insights into your usage patterns and allows you to set daily limits, block full apps, or certain features within apps. You can set reminders for when you’re approaching your limit. It can also give you a gentle pause or notification before you begin scrolling without thinking.
Who it’s great for: Users who want more granular control and analytics across devices.
Link: StayFree

6. Flipd

What it does: Tracks your productivity, boosts your motivation, and connects you with communities.
How it works: “Flip off” distracting apps for a set period, or schedule recurring focus sessions. You can also track your time and celebrate milestones. Connect with communities related to wellness, school, and more.
Who it’s great for: Students, professionals, or anyone who needs extra accountability.
Link: Flipd

7. Unpluq

What it does: Cultivates mindful phone use.
How it works: Uses a tag, or “key,” to unlock apps that you have chosen to block.
Who it’s great for: Those who want that extra control and intention of having to step away from their phone before unlocking apps. Also great to limit kids’ phone time.
Link: Unpluq

Practical Tips for Limiting Social Media

In addition to using supportive tools, here are some daily habits that can help reduce the pull your phone has on you:

  • Schedule your scroll time: Instead of opening your phone whenever, block out specific times to check in on texts and messages.
  • Set daily app limits: Decide ahead of time how much phone time is reasonable per day. Step away when you hit that limit.
  • Batch notifications: Turn off non-essential alerts so you’re not constantly pulled to your phone and potentially back into feeds.
  • Phone-free zones: Keep your bedroom, dinner table, or work area free from phones and apps. Out of sight = out of mind.
  • Go analog: Use analog alternatives when possible (planners, journals, books, clocks).

Reducing screen time isn’t about restriction—it’s about reclaiming your attention and living intentionally. Start with the tools already on your phone, then layer in apps that support focus, mindfulness, and accountability. With the right combination, you can take back control and make technology work for you.

Are Habits the Missing Piece in Your Productivity Puzzle?

Are Habits the Missing Piece in Your Productivity Puzzle?

Do you ever feel like you’re spinning your wheels—busy all day but never quite moving forward? Many of my clients come to me for exactly that reason: they’re craving structure in their personal and work lives that feels supportive but not stifling, and they don’t know where to start. The key is to create a schedule built from habits and routines that support your priorities. It sounds simple, but creating your ideal schedule takes more intention than you might think.

First, Get Clear on Your Priorities

Whenever I begin work with a client, we spend time defining or reviewing their Mission, Vision, and Goals – the first 3 steps in the ProAction Process™.  Without this, it is difficult to know which habits and routines will move you towards happiness and success. Once the priorities are clear, and we have a basis for what’s most important, we can then dive into the fun stuff – creating the structured schedule. And, the first action towards determining an ideal, supportive schedule is to define habits and routines.

Define Your Habits

Think of habits as the puzzle pieces towards reaching your goals and creating your vision. Once you are clear on your priorities, these puzzle pieces will fall into place. You can then more easily define which habits you want to cultivate—and how often you want them to show up—then you can stack them into daily routines and weekly rhythms that feel natural. Before you know it, your vision will start to form. Without that clarity, plans and schedules can end up overcomplicated, overwhelming, or unsustainable.

The Habits Frequency Framework

To help my clients get clear on their habits, I use a simple framework. It breaks habits down into four categories based on frequency:

  • Daily – the habits you want to anchor your day with (e.g., journaling, exercise, reading)
  • Weekly – the habits that keep work and life on track but don’t need daily attention (e.g., team check-ins, sales calls, meal planning, phone call to Mom)
  • Monthly – the habits that add intentionality and prevent things from piling up (e.g., filing/scanning, reviewing goals, networking events, date night)
  • Annually – the habits that create traditions, resets, and big-picture reflection (e.g., yearly retreat, tax prep, mission and vision refresh, holiday party)

This frequency-based approach makes habits feel less like a mountain to climb and more like the puzzle pieces you can place where they fit best.

I recently worked with a client, Lilly, who was overwhelmed with work and life. She was working nights and weekends just to keep up, barely seeing her family, and she never felt like she could get ahead and look forward. After clarifying Lilly’s priorities, we determined that she was trying to do too many things. She pared back her focus and built habits and routines to support her current, highest priority goals. By defining a habit to review and reset her goals (quarterly and annually), Lilly became more comfortable letting other projects and tasks wait.

Her shorter-term habits (daily, weekly, monthly) were then focused on actions that supported her more immediate goals and priorities…like attending 2 events per month that targeted a specific client-base, blocking time each week to finish her e-book, setting aside time on Sundays to meal plan, scheduling a family outing once per month, and getting to bed earlier every day.

Click below to grab the simple, fillable template I use with clients to map habits by frequency—it’s the perfect first step to designing your own ideal schedule.

Habit Building Template

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Build Your Routines and Schedule Them

Once your habit list feels right, it’s time to build routines and schedule them. Daily habits shape your beginning of day and end of day flows. Weekly ones find their home on specific days. Monthly habits might get anchored to a certain date each month. Annual habits can be tied to seasons, months, or meaningful dates.

Once Lilly blocked time for her defined habits and routines, she could more clearly see what her ideal week looked like. She could structure her schedule in a way that allowed her to focus on her current priorities and meet her goal of no-work evenings and weekends. As she developed these habits and worked more intentionally, she felt more accomplished each week – even though she was working less hours.

When your habits are placed with intention and support your mission, vision, and goals, your routines will feel less like rigid rules and more like a supportive rhythm that carries you forward.

Final Thought

Remember: structure doesn’t create habits—habits create structure. Get clear on your priorities, and let your habits build the structure that supports your most productive (and enjoyable) life. So, grab the template and begin mapping out your habits today—your future self will thank you.

Harness the Power of Time Reflection with These Time Tracking Tips and Tools

Harness the Power of Time Reflection with These Time Tracking Tips and Tools

Time tracking may not be the most exciting task but taking a step back to reflect on how we spend our precious minutes and hours can be a game-changer. When we examine our daily routines, we gain clarity on where our time truly goes, helping us live more intentionally, enhance productivity, reduce procrastination, and reach our goals. Many of my clients have had eye-opening realizations—both big and small—after committing to just a week of time tracking and asking themselves a few simple but revealing questions. Below, I share some practical tips and tools to make time reflection a seamless part of your time management routine.

How to Get Started with Time Reflection

If you’re new to time tracking and reflection, start simple by looking back regularly throughout your day. Chris Bailey, author and Productivity Consultant, suggests the following in his recent blog: “…set a chime on your phone that’ll go off every hour or two. When it goes off, reflect: What did you spend the last hour or two doing? Was it a productive use of your time, attention, and energy?”

A more advanced technique for time tracking allows you to work “as normal” and then reflect and evaluate at the end of each day. Small changes then result in continuous and lasting improvement.

Try these simple steps:

1. Track Your Time: Spend at least a week capturing everything you do throughout the day. Note the activity, time spent, and whether or not the activity was planned or unplanned. Use a journal, spreadsheet, or download the free Time Log below.

2. After reflecting on your day, answer the following questions:

  • What did I learn? For example, What tasks took longer than expected? What distracted me from my priorities? What activities provided the most value?
  • What can I change?
  • What actions will I take?

3. Identify Patterns: Look for trends and areas where you can optimize your schedule, delegate tasks, or eliminate time-wasting activities.

Tools to Make Time Tracking Easier

There are many tools available to help you track and reflect on your time more effectively.  A few of these tools include:

  1. Toggl – A simple yet powerful time tracker for individuals and teams looking for a simple, intuitive interface.
  2. Clockify – A free tool for tracking time across multiple projects and people.
  3. RescueTime – Unlike manual trackers, RescueTime runs in the background and provides insights on where your time goes without needing to start or stop timers.
  4. The simplest…pen and paper! For a template capturing all of the steps mentioned above, click below for a free download.
    DOWNLOAD

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    If you use a paper planner, you might also consider using this to not only plan your time, but track it. One ProAction Planner user shared that she uses the scheduling section of each weekly layout to track her time.

Let me know in the comments below if you use other time-tracking tools or methods that you enjoy.

Making Time Reflection a Habit

To truly benefit from time reflection, make it a regular part of your routine. Set aside 5 minutes at the end of every day and 10-15 minutes at the end of each week to review your time logs and adjust your schedule and routines accordingly. The more consistent you are, the more insights you’ll gain, leading to continuous improvements in productivity and overall well-being.

Final Thoughts

In a recent article by Digital Marketing News, “experienced remote workers,” including myself, were asked to share our favorite time-tracking tip and tool for remote work. Refer to this insightful article for additional ideas and tracking tools. There are many valuable suggestions whether you work remotely or not.

Time is one of our most valuable resources, yet we often let it slip away unnoticed. Taking a step back to analyze how we actually spend our time can reveal inefficiencies, uncover hidden priorities, and highlight areas for improvement. By making time reflection a regular habit, you can gain greater control over your daily schedule and align your actions with your long-term goals. So, take a moment to look back—you might be surprised at how it propels you forward.

There is Still Time! 5 Tips to Prepare for a Successful Year End

There is Still Time! 5 Tips to Prepare for a Successful Year End

There is no question this is a busy time of year.  But as we near the end of 2023, there are still a few things you can do to close out the year and prepare for a successful 2024.

1. Spend time on office “maintenance. Schedule a few days to catch up on filing, update your contact database, organize your receipts for the year (send them to Shoeboxed and let them take care of it for you!), empty your email inbox, and/or scan in those piles of paper (I recommend the Fujitsu ScanSnap iX1600 for PC or Mac for this task.) I like to use the last week of the year for these maintenance items. Spending some time to maintain your office productivity systems will help you feel you can start the New Year fresh and accomplish your goals.

2. Fill a bag for donation. Get a trash bag (or box depending on the type of items) and take 10-15 minutes to fill it with items to donate. Drop them off at a shelter, church, Goodwill, Salvation Army, or the charitable organization of your choice before the end of the year to receive your 2023 tax deduction. Help others that may not be as blessed during the holidays and clear out your space at the same time.

3. Crush what’s left of 2023. Plan the remainder of your year to help you prioritize and be intentional about how you want to spend this busy time. Brainstorm a list of personal and work tasks you want to accomplish before yearend. Be sure to review your 2023 goals to determine what is left to accomplish and determine if and how you will do so. Once you have a list of tasks, schedule them. With about 6 weeks remaining in the year, when will you focus on each task? Check out the ProAction Planner as a helpful tool for planning and scheduling.

4. Reflect on the year. Review the good and bad from 2023. What went well? Where did you find challenges? What will you continue doing, start doing, and/or stop doing in 2024? Download and complete our Year in Review Template, using the button below, to help you through the process.

5. Create your 2024 goals. Determine three to five goals for 2024. Why are these goals important? What strategies will you use to reach your goals? What tools or resources do you need to accomplish them? Check out our past blog, Goal Setting is Hard, for more goal-setting tips.

While each of these takes some time and focus, the value received is well worth it. Be sure to schedule them in before your end-of-year calendar is full.