I suggest that people build into their personal systems whatever checklists might prevent things from glitching on the back end, assuming they are reviewed appropriately. A great example, for people who travel, is the “travel checklist”–everything that you might ever want to take with you anywhere.  Doesn’t mean you have to pack it! Just that you want to consider the option so you don’t miss something. People often jokingly ask for mine to start with, to save them some time, so… here it is.

(I suggest you copy and paste into your word processor, and customize it for yourself. If you have a boat, go fishing regularly, or have other special kinds of trips, you might want a separate checklist for those. I used to additionally have a “take to boat” checklist, when I was sailing regularly.)

David Allen’s Travel Checklist

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“Your filing system should be a simple library of data, easily retrievable–not your reminder for actions, projects, priorities or prospects.” – David Allen

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“When in doubt, throw it out. When in doubt, keep it.” – David Allen

OK, so what you should really be keeping?  This is a standard records retention list that we got a few years ago from our accounting firm in California. There may be better ones out there, or more specific to your location. It should in no way constitute final judgment for your own accounting and record-keeping. We’ve heard that it is quite a grey area, and can differ from state to state.  It might help with some general guidelines, however.

Type and Retention Period (years)
Accident reports and claims (settled cases)— 7
Accounts payable ledgers and schedules— 7
Accounts receivable ledgers and schedules— 7
Audit reports of accountants— permanently
Bank reconciliation— 1 [Read more →]

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David Allen’s list of cool/convenient lists to have
There are critical reminder-type lists that we all need to let our brain relax (re: outcomes and actions). There are other lists, though, that can be useful, fun, and interesting, that fit in the area of “reference” or “support.”

Account and $ numbers- credit card #s, PIN #s, etc. (make sure wherever you keep these, it is safe and secure.)
Affirmations- personal self-talk scripts for positive internal programming.
Basic personal numbers (self and family members)- drivers license, social security, insurance policies, Whatever you may need for yourself and others when filling out forms. (Again, make sure wherever you keep these, it is safe and secure.)
Birthdays- (if you don’t put them on your digital calendar system), group by date, as reviewable (those during a month, put in tickler for that month, etc.) [Read more →]

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