Clean desk policy

Lets have a family shoot out Steve. Aside from last weekend, I've been here every day..including Saturday and Sunday. grumble grumble grumble...danged examiners Oh umm I'm looking forward to their visit actually. Ya ya, that's the ticket

We did the training, e-mail warnings, etc. and had the president get involved when results didn't happen like we needed. Then for those areas where it is just too difficult to put everything away at night (large commercial loan files, etc.), those officers are given a choice to either lock these items up in a large cabinet just for this or they can just lock their offices (no, the cleaning crew does not have keys to these offices). That way, they have a choice on what is easier for them, but everyone still knows how important the whole safeguarding cust. info issue is. And yes, do go "roaming" around after hour occasionally, just to spot check and see how folks are doing. Don't forget, and not making excuses here, but this whole issue is sometimes hard for long time bankers to grasp and is well compared to working in a hospital and having to put up all your medical stuff up at night where no one can see it. It just takes training, and repetition and then dealing with it when those few just don't want to abide by your policies. Good luck.

Another good practice would be top provide each officer their own shredder.

Didn't I read in another post that some banks use "privacy stickies" where they put them on docs that have been left out? It might be a subtle way to bring it to an employees attention. I kinda like Dave's "BUSTED". as it lends a touch of humor.

We have this argument ongoing. The usual rebuttal is that by the time they clean off their desk at night and then resort everything in the morning they've wasted a bunch of time. We've suggested alphabetical tickler files that can be used to sort and then easily tucked away at night.

Yes, I use the stickies. It works very well in most places, however, some people are very sensitive and they just refuse to understand that it is the law. True enough that the harderst ones to retrain are the ones that have been in banking the longest. For the most part, the stickies work well and most see the humor. You can order through BOL -- here

Ranting Ahead But why do they think that it is our job to figure out a system for them to comply. Can't they find a drawer, a lock, something-----or are we paying them too much and thinking is not one of their requirements. You know they find fault with every solution we offer --- or do they think that this justifies non-compliance?

OK, Steve, I guess I need some kind comments now.

If employees did everything they were supposed to do, the need for supervisors would be greatly diminished. Part of my responsibility as a leader is to provide whatever is needed for my staff to do their respective jobs, and then to make sure that they use it.

I am a huge believer in leading by example. Since both my "executive officer" and I are highly anal retentive in our work habits, setting the example in this area comes naturally.

OK, I have to hide now. Dawnie is loading her rifle!

Heh heh, I know where to find you cousin! Actually I'm not sure...I can't see past this pile of stuff on my desk....

my team said they like being about to find things faster now and have things in better order to start their day.

they see the priorities easier if they are sorted when put away at night. many like my clean desk rule. always some that don't but they do it because everyone else does.

We have to keep re-enforcing our clean desk policy. I now say that how would you like it if at your bank, all your private info was available.

We will also be "trashing picking" quarterly to get the message across. But now, the Compliance Officer will keep the NPI stuff instead of the supervisor. Lets see if they can track down the CO - some days it's very difficult.

We have a records room where all loan files, CDs, IRAs, etc. are kept. This room is locked at day's end and not entered by our cleaning crew. The bank bought big rubbermaid type totes for each lender and processor to put all their files, etc. in at the end of the day. CSRs use a different size container with their names on them. These are all locked in the records room at night. This seems to be a good way to make sure their desks are cleaned off and also helps to have your current projects in one place.