MODULE 1
Introduction to Personal Information Management
In this first module, you’ll learn how to manage incoming records, set up a straightforward system for staying on top of bills and important documents, and organize your papers in a way that reduces stress and makes life easier for both you and your family.
With easy-to-follow strategies and step-by-step instructions, you’ll create a system that eliminates overwhelm, preserves what matters most, and ensures your records are easily accessible when you need them.
Whether your papers are tucked away in kitchen drawers, stacked in the home office, or hidden in old filing cabinets, this module will help you take control of incoming paper documents and prevent pileups from happening in the future.
What You’ll Learn in Module 1:
Start Strong
Get a clear overview of the course and learn how to make the most of the tools and resources designed to simplify your paperwork journey.
Set Goals
Discover what matters most to you and create a personalized roadmap to build a filing system that works for your life.
Take Control
Build a clutter-free system that keeps your paperwork flowing effortlessly. Design a paper pipeline to handle incoming records—from bills to important documents—so you can stay organized and always find documents when you need them.
How to Navigate Module 1
Begin with the Welcome Guide, where you’ll learn about the tools included in this module and how to make the most of them. Once you’re done, download the Goal-Setting worksheet to define your priorities and create a plan for your paperwork.
Then, use the Paper Pipeline setup guide to design a streamlined process for sorting and storing incoming records.
Each resource is easy to download and work through at your own pace, helping you build an organized system step by step.
Module 1 Resources
Welcome Guide
Kickstart your records management journey with a clear, easy-to-follow introduction.
This guide will walk you through what to expect in the course, set you up for success, and ensure you’re confident as you begin organizing your papers.
Goal-Setting
Take control of your records by defining your personal goals.
This worksheet will help you map out exactly what you want to achieve, giving you a roadmap to create an organized and stress-free system that works for you.
Paper Pipeline
Say goodbye to the paper chaos!
This simple, step-by-step guide will help you create a quick and effective system to sort and handle
the flood of incoming papers, keeping your home clutter-free and your mind at ease.
Once you have read through the Welcome Guide, completed the Goal-Setting worksheet and set up your Paper Pipeline, you are ready to continue to Module 2.
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