Where do you rate on the organization scale? Take this quiz to find out your organization status score. Circle the most accurate answer and then total your organization status score.
Organization Status Quiz
1. Yesterday’s mail
a. I brought in the mail, tossed the junk mail, and immediately sorted, processed, and filed the rest.
b. I brought it in, addressed urgent issues, and left the rest on my desk.
c. It’s still sitting on the desk, unopened.
d. It’s still in the mail box. Several days of unopened mail are on the desk.
2. Retrieving a paper from your desk-side file
a. I can retrieve it in less than 60 seconds.
b. It takes me a few minutes to figure out which file it is in.
c. I’ll find it in a few days.
d. What desk-side file?
3. Purging papers from your files
a. I purge my files yearly and archive or digitize important items
b. I purge my files when the file drawer gets too full
c. I never purge because I might need something
d. I stop filing because there is nowhere to put more papers
4. Paying bills
a. I pay the bills immediately as they come in
b. I put the bills in the “to do” box and pay them weekly
c. I pay bills when I think about it
d. I frequently lose bills and end up with late charges
5. Your “to file” box or folder
a. It would take 15 minutes to file items in my “to file” box or folder
b. It would take an hour to file items in my “to file” folder
c. It would take a day to file items in my “to file” folder
d. What is a “to file” folder?
6. A phone call requiring an action from you
a. I open the client’s file and make a note of the date and action and then enter time on my calendar to perform the action, as well as a date to follow up with the client
b. I make a note of what I need to do on my “to do” list
c. I note the client’s request on some scratch paper and put it in a pile on my desk
d. I make a mental note of the task
7. Your desk
a. An L-shaped workspace with a place for writing, and a place for the computer. Desk-side files for frequently used items. Boxes for pending, “to file”, refer/delegate. No clutter on desk.
b. An L-shaped workspace with a place for writing and a place for the computer. Papers in stacks on the desk.
c. A rectangular desk with no defined writing and computer space. Clutter in stacks on the desk.
d. Working on the dining room table. Papers all over the table because I have no filing system.
8. Creating a report/attending a meeting
a. I have been gathering materials for the report in a folder or I can easily pull the materials out of my file.
b. It will take me a day to get the materials together.
c. I’ll have to figure out what materials I need.
d. I’m just going to have to wing it.
9. File names
a. Files are clearly named and grouped (Medical Catharine, Medical Tom or Suzanne School, Elaine School). Files are labeled with readable, uniform tabs.
b. Files are labeled, but categories are not consistent.
c. Some files are named “Miscellaneous”, “Old Records”, or something similar.
d. Folders have labels but they are inconsistent, not specific, hard to read, and not intuitive.
10. Meeting a new client/prospect
a. I immediately add the contact information to my contacts or client database and enter a reminder on my calendar to follow up with the person.
b. I add the person’s name to my follow-up list and put the card in a notebook/file.
c. I put the card on my desk with the intention of adding it to the database and following up later.
d. I can’t remember where I put the card.
Scoring Organization Status Quiz
Number of a’s ________ x 1 = ______________
Number of b’s ________ x 3 = ______________
Number of c’s ________ x 5 = ______________
Number of d’s ________ x 7 = ______________
10 – 15 Excellent organization status score! You have a good handle on organization
16 – 29 Pretty good, but you can make improvements
30 – 45 You definitely need to establish or improve your systems
46 or above We have some serious organizing work to do
© Passion for Order 2016