SIMPLIFY WORKSHOP

Video 4 - Process your paperwork using the

Information Workflow

SIMPLIFYDAYS.COM
 Simplify Book - Video #4
Purpose
The purpose of this workshop is for you to build a system for incoming and active paperwork.
With that system in place, your surfaces will be clear, and you’ll have greater peace of mind
knowing that you’re not forgetting something important and you’re not wasting time looking
for lost information.

Workshop Schedule
Monday, January 9th - Video #1
Tuesday, January 10th - Video #2
Thursday, January 12th - Video #3
Friday, January 13th - Video #4
Sunday, January 15th - Live Masterclass, 4pm ET - Register at simplifydays.com/masterclass

Process Physical Information

Key Concepts:
The first question to ask with each piece of paper is Keep or Toss.
For Toss, determine the following and get rid of it as soon as possible:
Recycle
Shred/Burn
Give to Friends/Family
For Keep, determine the following:
Action
Appointment
Reference
Before filing a paper:
Say “No” as much as possible
Apply the 2 Minute Rule
Follow the Information Workflow infographic

Simplifydays.com Simplify Book - Video #4

Action Steps
1- Reference these three resources in this Simplify Book: Clear Surfaces Paper Purge,
Information Essentials, and Information Workflow.

2- If you’d like, download the Sorting Labels right below this video.

3- Process through your papers. Start first with just one simple question when you look at
each piece of paper: Keep or Toss?
For Toss, sort into:
Recycle
Shred/Burn
Give to Friends/Family
Then, get rid of the paper as soon as possible.
For Keep, sort into:
Keep: Action
Goes in your Simplify Station
Keep: Appointments
Goes on your Calendar
Keep: Reference
Quick Reference goes in your Simplify Station
Backlog Reference goes to your temporary holding spot
Continue to ask yourself these important questions as you go through your paperwork.
Can I say no?
Can I get it done in 2 minutes?
4- Use your Simplify Station every day! Drop incoming paperwork into your inbox. Clarify
and organize the information frequently with your paper organizer. I recommend
processing at least every week, or as often as you need in order to feel at peace with your
information.

Bonus Step- In your Simplify Station, create a folder for the Simplify Workshop and put
your Simplify Book there!

Included with this Video’s Simplify Book:

Clear Surfaces Paper Purge
Information Essentials
Information Workflow
Download below the video:
Sorting Labels

Simplifydays.com Simplify Book - Video #4

 The Simplify Workshop
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
8 9 10 11 12 13 14
Group Opens Live Q&A Group Giveaway
4pm ET
Group Giveaway Live Q&A
4pm ET
Live: Getting
Started
Together Video 1 Released Video 2 Released Video 3 Released Video 4 Released
4pm ET Live Q&A Live Q&A
Group Giveaway Group Giveaway 4pm ET
4pm ET
Live Q&A Live Q&A
4pm ET 4pm ET

15 16 17 18 19 20 21
Success Stories
Live starting at
9:30am ET
Masterclass!
4pm ET

VIDEOS 1, 2 , 3, & 4 - Four pre-recorded training videos sent directly to your email inbox on the release date at 9am ET. Each video can be
watched at your convenience. Each video, once it's been released, will be available through the duration of the workshop.
GROUP GIVEAWAYS - In our Facebook Group.
LIVE VIDEOS - Hosted in our Facebook Group. Get extra support & ask questions. Replays available.
LIVE MASTERCLASS - A special 1-hour LIVE training + Q&A! Hosted on Zoom. No replay. Register to attend at simplifydays.com/masterclass
All resources are available for a limited-time. Find updates and links in your email inbox & the announcement post in our Facebook Group.
 CLEAR SURFACES
Paper Purge
Keep

3 Types of Information
or Recycle
Toss

Shred/Burn Friends or Family

Action Appointment Reference

Ask yourself:
- Can I say no? Ask yourself: Ask yourself:
- Can I get it done - Can I say no? - Can I say no?
within 2 minutes?
Companion Resource

Active Inactive Utilize the Information

Workflow Infographic,
in addition to this
Ask yourself: sheet, as you process
- What is the through paperwork on
next action?
Quick your surfaces.
Backlog in
Simplify Reference
Calendar Temporary
Station In Simplify
Holding
Station
Simplifydays.com Paper Purge
 Information
Tools to simplify and organize all the information in your life

Physical Systems
Simplify Station One Box
Digital Systems

One physical location for your One physical location for your Physical and/or digital
incoming, active, and quick important documents and locations for your information
reference paperwork. legacy information. including actions,
appointments, and reference.

Inbox Safe Physical Digital

Files Files
Fireproof & Notebooks
Paper Organizer Waterproof Binders
Apps

Clear Surfaces Challenge One Box Challenge

Simplifydays.com Information Essentials

INFORMATION Capture Tools
Principles First
Tools Second
Remember, focus on
-Simplify Station
the core principles that
-Pen & Paper Vision & Habits will change your life.
-Digital Inbox -Remember these Knowledge is much
two essential and more powerful than a
specific tool.
often forgotten
Information comes at us components
fast. We can't always Clear contents at Action
deal with things right in least weekly.
Something to take
the moment. Capture Goals, Projects, &
tools are your solution
action on Organize Tools
For example... Tasks
for clear countertops -Call the doctor -Practice saying No Action

3 Types of Information
and a clear mind. -Write a thank -Utilize the Two -Simplify Station
you card Minute Rule -Physical/Digital
-Separate Active & Task Manager
Inactive (planner, app)
No Time &/or -For Active, identify
Appointment
No Head Space next action
Incoming
Incoming Something happening
on a specific day
Information
Information Appointment
For example...
-Doctors appt Practice Saying No -Physical/Digital
Time & Tuesday at noon Calendar
physical
Head Space

mental Reference Documentation Reference

If you have the time and Something to refer -Simplify Station
digital head space to make back to -One Box
decisions, opt to put the For example... -Physical/Digital
information in the right -Passwords Systems
location immediately. -Book ideas and Notes (files, binders, apps)
Let go of it if it's
notes
not important.

1Capture 2Clarify 3Process

Capture it if it is
important.

Simplifydays.com Information Workflow