Process
Stephanie Shalofsky created a strategy for organizing paperwork and the new filing system building on the framework that the board had put in place. Her goal was to design a system that addressed the co-op’s current needs, identified a home for all relevant paper work and provided direction for maintaining it. Once the storage locations were assigned, several rounds of organizing paperwork starting with the sorting of documents that had accumulated in the file cabinets, shopping bags, archive boxes and accordion folders followed. Those documents that needed to be kept were filed in clearly labeled folders in their appropriate file drawer which was also labeled. In addition, a procedure was established for managing receipts and other tax related documents that needed to be kept for a limited number of years prior to shredding them.