10 Resolutions regarding your Personal Information – PIM

New years is a time of both reflection, and looking forward. My last post was about looking back to 2011 and the information management tasks that needed to be done to close out the year. See: www.pimcoach.com/personal-information-management-closing-out-2011-items-to-do/ A lot of action items, but they all need to get done eventually.

Looking forward, I suggest you make “Taming the Data deluge” one of your 2012 resolutions. This is a realistic goal that is the right thing to do. The purpose of this website and Blog’s effort is to help guide you through this process.

1. Make the resolution to “Tame the Data Deluge”
2. Gather your files together in anticipation of your 2011 taxes.
3. Automate all of the processes and systems you can. Starting with the following: Auto pay and view all of your bills on-line instead of hard copy mail.
4 .Digitize as many processes as you can. (Bills, news papers, snail mail, reference material, catalogs etc.) The content more than likely started in digital form. Accesses it electronically, versus taking the risk of identity theft when critical personal information is put in print. This will greatly cut down on your clutter. See: www. http://pimcoach.com/how-to-save-money-while-taming-the-data-deluge-personal-information-management-pim-tip-go-digital/
5. Create a simple budget in an electronic spreadsheet.
6. Create a simple Cash Flow projection.
7. Load all of your personal contacts in an electronic contact manager like Outlook or Plaxo.com. Whatever tool you decide on, make sure it is backed up on a regular basis. At least once a month!!
8. Set time aside to review all of your legal documents. Do this in January. Make the time and just do it. If you have the opportunity, get it into digital form. Either scan it, or use a camera and take a picture of it. A great free application on the iPhone is TurboScan. It works well. I also use Evernote as a tool.
9. Review and maintain your maintenance records. Get them all together; digitize them as well as you can. Load the trigger dates into an electronic calendar, set alarms. Doesn’t matter what kind of calendar you chose to use. I use Google and have it synced to my phone. Get them done when they need to get done. This will save you money in the long term.
10. Review your yearly travel plans. Set a 60 day alarm up in your electronic calendar. Make your reservations as early as possible to get the best rates. All the more important if you are cashing in loyalty rewards points. Those seats are limited, and go quickly.

Finally, follow this Blog. It is my resolution to publish a weekly action item that will help you “Tame the Data Deluge” in your personal life. Register by loading your email address into the subscription box.

Call to Action: “Tame the Data Deluge” in your life. Subscribe to this Blog for tips and recommendations as to how to do that.

Happy new year.


Peter Gailey
The PIMCoach


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