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Get Organized For The Year – Printable Checklist


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This year was a huge adjustment for me as I took on two new jobs and started preparing my oldest for college. Consequently, a lot of my usual habits and schedules needed to be readjusted. Most importantly, in order to get a handle on all the things I need to get done, I had to get organized.

As we head into the new year, I realized I should probably be re-evaluating all aspects of my life on at least an annual basis to help me stay on track. To help me do this, I created this checklist to help me analyze and organize all of these areas. I hope it helps you too.

printable Annual Get Organized Checklist

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FAQs

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Fill in the form above. After you submit the form, you’ll receive an email from “Wondermom Wannabe” with a direct link to the printable library where you’ll find the link to the printable above as well as all of my other free printables. If you do not see the email in your inbox within a few minutes, check your spam folder.

Where can I find my file after I download it?

The most likely place will be in your computer’s Downloads folder. You can also select “Downloads” in your browser menu to see a list of your downloads, then simply select “Show in folder” below the file name to see where it is stored on your computer.

How do I print a PDF?

You’ll need a program that supports PDFS, like Adobe Acrobat (which is free). Open the program, click File > Print. Select your printer and set the number of copies you want to print. Double check your print preview, then click print.

House

  • Create or tweak house cleaning schedule
  • Review home maintenance checklist and write in calendar reminders for the year
  • Unsubscribe from catalogs and junk mail (click here to find out how to stop junk mail)
  • Declutter the house by donating, selling, or discarding items you no longer need

Family

  • Reevaluate chores and allowances and make any necessary adjustments
  • Reevaluate routines (e.g. before school, bedtime) and create checklists for family members if needed
  • Write in all known schedule items on the family calendar for the year
  • Review family emergency plans (e.g. what to do in case of a fire)
  • Clean up and reorganize the family “hub” (the place where family members drop off and find information like important paperwork, reminders, etc.)

Meals

  • Create a streamlined meal planning system (read this article for tips on how)
  • Post a grocery list on the fridge to track items needed as they run out
  • Determine 3-4 meals that freeze well and schedule one day each month to make multiple batches to keep on hand to use instead of eating out due to lack of time or prep
  • Clean out coupon organizer and reorganize couponing system if necessary

Money

  • Create a budget
  • Develop a plan to pay down debt if you have any
  • Evaluate investments and make any necessary adjustments
  • Gather up paperwork needed for taxes and store in a folder or box
  • Contact creditors and utility companies to negotiate lower rates
  • Review insurance policies

Computer

  • Go through inbox and delete all unneeded messages
  • Unsubscribe from emails you no longer want to receive
  • Clean up desktop (remove any unused applications)
  • Uninstall programs you no longer use
  • Perform a disk clean up
  • Backup your entire system and schedule weekly or monthly backups
  • Delete bookmarks you no longer need from your web browser
  • Organize computer files, photos, and videos into appropriate folders

Car

  • Clean outside and inside of vehicle (vacuum, windows, everything)
  • Make sure registration and insurance cards are up-to-date
  • Schedule next oil change and full-vehicle inspection and maintenance appointment
  • Write in inspection and maintenance reminders for the rest of the year on calendar

Health

  • Restock first aid kit(s)
  • Throw away expired medication and restock medicine cabinet (click here for a list of items you should have on hand)
  • Schedule routine check-ups (or pencil in a reminder to do so on your calendar)

Professional

  • Update resume
  • Update social media profiles
  • Set goals for the coming year

This is a quick list to help you shape up all the major areas of your life each year. If you’re looking for a more in-depth system for getting organized, check out my Get Organized Checklist Series that tackles one area at a time with an easy-to-follow checklist.

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