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Information Management

How To Organize Notes

We receive information from many, many sources -books, articles, podcasts, newsletters, social media, mainstream media, and IRL (in real life), of course. How do you take that, retain it, and use it?

Not always, but hopefully frequently enough, we learn something interesting, insightful, helpful, or all of the above. But then what? What do you do when you finish a book, good enough for notes in the margin?

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How To Get Organized

Feeling overwhelmed and don’t know where to begin to organize your work?

We’re on what seems to be day 756 of lock-down. Children have only had 34 days of in-person school this year. While I am languishing, I also feel like I’m running on the fasted treadmill of my life. Perhaps you are experiencing something similar?

Nonprofit professionals notoriously wear many hats. In times like this, it’s okay to just hop from one urgent task to another at first, but this is unsustainable for strong program management. What’s more, when you actually do have time to work, it’s hard to know where and how to start. Follow these four steps to get started:

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Website Evaluation

Is your website working for you?

One of the more surprising activities Services in Action has taken on is website development.

It’s surprising because it was never an area we actively pursued. However, in helping people organize a program, realize an idea, or communicate a mission, a website is an essential component. So evaluating and (re)designing websites became a natural part of our work.

Many times, our website work hasn’t even been for a nonprofit, but for someone on a tight budget. Here are a few examples of our recent work

If this email has you thinking about your own website, or lack thereof, here are six questions to ask your website:

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Storing, Retaining, and Deleting Files

Should it stay or should it go?

Over the past few weeks, we’ve looked at the management of files. We’ve looked at how to organize them and what to label them. Now let’s turn to storing them.

A record is a file, photo, video, -anything that captures information. Sometimes they matter and sometimes they don’t. Knowing what to keep is an important part of a well-organized filing system, which is essential for not duplicating work, improving organizational memory, organizational knowledge, and being able to tell the complete story of a project, event, program, or system. 

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Miscellaneous is not a category

Last week’s blog outlined six steps to organizing a desktop. The steps begin by identifying the different themes of your work. Each theme is a category. When each category has been identified, two things must be true.

  1. Each category must be mutually exclusive. That means it only contains the information about one subject. It must be exclusive from the themes of other folders.
  2. Each category must be collectively exhausted. That means that every file belongs somewhere. If there is a file that doesn’t seem to belong anywhere, then there are not enough categories.
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