MODULE 2
Organize and Protect Your Records
Congratulations on completing Module 1!
With your new Paper Pipeline in place, incoming paperwork flows smoothly — no more piles stacking up on counters or desks.
Module 2 builds on that foundation, helping you set up a secure, reliable filing system that gives every important document a proper home.
You’ll learn how to tackle backlog, clear away piles of papers, and safeguard your important records.
The result? A sense of calm and confidence, knowing your records are organized, protected, and easy to access when you need them most.
What You’ll Learn in Module 2:
Sort with Confidence
Use the Easy Filing Guide to group your records into intuitive categories. You’ll create a filing structure that makes sense—so you can always find what you need when you need it.
Conquer the Backlog
Follow the Paper Backlog Action Plan to take on unsorted piles with clarity and confidence. This step-by-step guide helps you get through it all without the overwhelm.
Know What to Keep
Use the Retention Schedule template to decide what to keep and for how long. With easy-to-follow rules, you’ll feel confident discarding what you no longer need.
Accumulating too many outdated or unnecessary papers not only creates clutter—it also increases the risk of lost documents, identity theft, or fraud.
How to Navigate Module 2
Start by downloading the Easy Filing Guide to set up a new, easy, comprehensive filing system with file categories that make sense for you and your life.
Then, work through the Paper Backlog Action Plan to finally file or destroy those piles of unsorted papers—step by step, without unnecessary stress.
Finally, review and print the Retention Schedule. It lays out how long you need to keep important documents, and when to securely destroy sensitive and private records.
Each tool is easy to follow and designed to help you make lasting progress—without feeling overwhelmed.
Module 2 Resources
Easy Filing System
If your files are scattered or hard to navigate, it’s easy to feel overwhelmed.
The Easy Filing System helps you group documents into clear, intuitive filing categories—so you can find the documents you need without stress.
Your filing system stays current, clutter-free, and reliable over time.
Backlog Action Plan
Stacks of unsorted papers can be paralyzing and keep you from moving forward.
The Backlog Action Plan gives you a step-by-step method to tackle the clutter one small section at a time.
You can make real progress on eliminating your piles of paper without feeling overwhelmed.
Retention Schedule
Not knowing what papers to keep or toss can cause filing system failure.
The Retention Schedule provides clear rules for how long to keep different types of records, and how to schedule regular reviews.
You can clear out what you don’t need and keep what matters, with confidence.
Anney Ardiel Consulting 