The Best Little Filing System for Small Business
3.6 (11 ratings)
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The Best Little Filing System for Small Business

A powerful, simple system to help small business people with easy paper and electronic document storage and retrieval
3.6 (11 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
552 students enrolled
Created by Lorraine Arams
Last updated 9/2015
Current price: $12 Original price: $125 Discount: 90% off
4 days left at this price!
30-Day Money-Back Guarantee
  • 32 mins on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Create a simple, powerful filing system for your small business
  • Learn a great system for your desk too
  • Find what you need when you need it - paper or electronic
  • Understand how changes affect your system
  • Learn 3 systems in this course - all of them will certainly help you if you use them
View Curriculum
  • Pen and paper

This course is directed at small business people who are having trouble with managing their documents - especially document retrieval.

They're not alone.

"Time spent mishandling paperwork detracts from a company's ability to service customers, increase sales, and improve the bottom line. Small Business Administration

"The average office spends $20 in labor to file each document, $120 in labor searching for each misfiled document, loses one out of every 20 documents and spends 25 Hours recreating each lost document" Price Waterhouse Coopers

According to the Gartner Group:

"400 is the number of hours per year the average employee spends searching for documents."

"The average document is copied 19 times."

Why? No system that works for everyone and the system is not controlled by the owner.

The problem is accentuated when the money they earn depends on collecting and using collected information and data to provide results to their clients. Small business people get so frustrated that the stress mounts more and more. Their self-confidence takes a hit and soon, they wonder if they can ever get organized enough to be really effective in their business.

This course teaches how to create a solid foundation in a filing system designed as the learner progresses through the course.

Step by step, the small business person will put a system together which suits the way they think about their business, how they understand their business and how they recognize words.

Based on an alphabetical system, over the course, the learner will complete a system that works for both paper and electronic - a special magical formula that is so simple and straight forward, it will be "unreal".

Not only will the small business person create a sound filing system but the course will also show them how to keep their desk clear.

The bonus is a special tip that, if adopted, helps to prevent the mounting piles of paper in the first place and the multitude of information on their computer.

Everything is included in the course including which equipment will be required, how to label, and what to do in the event that the small business person has employees.

If, as a small business person, you're frustrated with your inability to manage your documents, then this is the course for you. If you follow through, you'll be able to find your documents in both paper and electronic formats quickly and easily.

Who is the target audience?
  • Small Business Owners who are having trouble with document storage and retrieval
  • Individuals who would like to be better organized
  • People who are tired of looking for things and want a system to find what they need when they need it
  • People who want a system that works for paper and electronic methods
Compare to Other Business Fundamentals Courses
Curriculum For This Course
Can you find anything at all? Can others working with you find what they need?
4 Lectures 09:57

Welcome! Thank you for taking this course. I'm provide for you in this lecture an overview and main gist of the course. Why is it important to have a sound foundation to your document storate and retrieval system? Small business people are vulnerable the chaos which can quickly ensure as sales multipy.

Preview 05:27

Most entrepreneurs have had little to do with building a filing system and think a folder and a label on the folder will be enough. Eventually, of course, they find themselves spending hours searching because they can't remember what they called the file or where they put it. Those are hours which entrepreneurs can't afford to lose.

Preview 01:16

What results can you expect from adopting this filing system?

Preview 00:40

I share with you an experience I had during my career. You'll see how a business can get off the rails very quickly if every opinion is heeded. There are as many opinions on filing systems as there are people. The question is: what really works?

Preview 02:34
Let's Begin - Let's Build Your System
7 Lectures 11:30

How is the system structured? This is an overview of the components of the system.

Preview 00:59

Think big as we begin to build your system. This is the first tier of your system. Take the time to think through carefully how you begin, what you'll use in this section and how you'll define them. The rest of the system is dependent on how well you create these divisions.

The First Step - thinking is not optional - a good beginning is important

Each step in this process is critical. Equally important, is that you take the time to think about each and every thing that you do. Defining what you are thinking are your best options will provide invaluable insights in the weeks, months and years to come when your thinking has changed.

What do you do now? Step-by-step build this filing system

The second and third tiers of the system help you add clarity to the larger units. Sometimes, we don't need much to create a clear picture and sometimes we need to divide what we have thought was best just a little more.

The Second and Third Tiers - get rid of the filing piles and get clear

Building is not an overnight process. Write as best you can. Sleep on it. Rewrite and rewrite until you're satisfied you've made your system as clear as a bell. Check it - test it - give it to someone who doesn't know or understand your business. Can they understand what you've written? Could they operate your business without you there to ask questions?

Check Your Thinking and Re-write - yes, you can change your mind; now is good

Here is an overview of the equipment you will need to create this system physically. I provide lists and pictures for clarity.

Equipment - What Will You Need?

Labeling is as important to maintaining a good system as are the divisions and the definitions. Learn to label so you can find what you're looking for and make it easier to put the files back in order.

How To Label - be "detailed" without being overly "picky" - too many or too few?
Once It's Done - What Happens?
2 Lectures 03:54

What puts the magic in this system? You've been building and now what?

The Magic - you'll see it and feel it right away especially when you find a file

Employees - your filing system should serve everyone but stay the course
Your Desk
2 Lectures 07:01

These next few lectures will cover how to organize your desk to keep it clear of clutter. You'll understand that this can only happen if you use this system in conjunction with your calendar.

Here's how to manage your desk - it's a filing system too and needs a system

You may have some questions. Ask. There is a "talking bubble" on the right-hand side of each lecture. Ask your question and I'll respond as soon as I am notified. You can connect with me on social media too. I have the links in the text box which you will find by clicking on the icon that looks like a pile of papers with an arrow also on the right hand-side of the lectures.

Wrap Up - what you've learned, where to ask questions and how to connect

Let's test some of what you've learned so far

What Is It?
1 question

What is a Sub-category?
1 question

Why Define Anything?
1 question

What's the most important rule to remember when using the system for your desk?
1 question
About the Instructor
Lorraine Arams
3.0 Average rating
25 Reviews
1,029 Students
4 Courses

I love to help people through teaching. I'm thrilled when people "get it" and their lives, in some small way, are made better as a result..

Currently, I have my own business, On Contract Only, offering services in facilitating, training, consulting and writing.

I have presented workshops for small business, non-profits and business groups on a variety of topics using the knowledge I've acquired during my eclectic career in management at senior levels in corporations, non-profits and governments. The range of enterprises has included: coaching, personal development, mining, manufacturing, import and export, real estate, recreation, performing arts, visual arts, advanced education, health, e-commerce, and small business.

I'm a lifelong learner and enjoy variety from geophysics to cooking. And I love meeting and communicating with people. Computers and the internet have been like a miracle to me - what an amazing development in human existence wherein people can connect from all over the world - instantly - and share thoughts, ideas and challenge what is for what could be.