Organizing Your

Business | Home | Life



training offerings



We offer 1, 2 and 3 hour seminars that can be customized to fit your needs. We also offer multiple week programs that are guaranteed to give results. Below are topics of the seminars and workshops that we deliver.



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Contact management This seminar is designed for individuals in a business environment. It focuses on what types of data to capture to fit the business’ needs and how to put processes into place to make sure follow up with contacts occurs.

E-Organizing The computer age has many of us drowning in electronic data! This seminar will help participants learn to funnel the overwhelming amount of email and other electronic information received.

Information Organizing Explore different types of information to be stored and various software programs used to store that information plus learn to use an integrated system of information organizing that spans across all platforms must have basic computer experience.

Paper Organizing Address different methods for categorizing papers that are saved for reference within a business and discover the tools available for paper organizing includes an overview of scanning and filing papers electronically.

Process Improvement Workshop This is a working session in which we collaborate to whiteboard the existing workflow within an organization and discuss how efficiencies can be gained. This workshop will utilize your current technology as a basis for the discussion. After this session, you will have roadmap for implementing change.

Project Planning and Event Management Introduction Utilize goal setting strategies to create an action plan. You’ll learn a simple project planning strategy for recording project tasks, dates and resources, and then plan a simple event.

Working at home and staying balanced This session is designed for individuals who work at home. It will get participants started on designing strategies for creating sacred work space as well as honoring standard work hours. It will address how to mitigate interruptions and maximize productivity.

Working on the road and remaining organized This session is designed for individuals who do not work at the same desk or location every day. It will get participants started on designing strategies that are versatile and can be easily transferred between different technologies. By gaining an understanding of and control over the tools available for organization, one can look to the future with the freedom to control his or her own success. .



home



Filing for Ease of Tax Preparation Learn what you need to save and how you can set up your home filing system to gather the papers you need and be ready on January 1 to file your taxes. You will learn to use a proven process that handles the flow of financial paperwork from the time you receive it (and take any actions on it) to the time it gets filed permanently.

Needs Assessment and Preparing the Organizing Plan Learn a foolproof formula for determining trouble spots within the home, identifying their causes, and putting together a plan to achieve successful results includes how to locate the proper resources and estimate costs

Paper Organizing Address different methods for categorizing papers that are saved for reference for home and discover the tools available for paper organizing includes an overview of scanning and filing papers electronically.

Simple Organization Makeover Create your own “before and after” of a disorganized or cluttered space you want to handle once and for all! Is it the dreaded closet? Or workspace, desk, or craft area? Learn step by step strategies of how to organize and makeover your space. This course uses the acronym S.I.M.P.L.E. to introduce the strategies and techniques to help you tackle the organizing challenge and put an action plan in motion.

Space Organizing Explore strategies to look objectively at any space, identify unique space purposes, and categorize items. You’ll learn an easy process to eliminate clutter to create the envisioned space then use that process to organize a space. Included will be a discussion on chronic disorganization.



The SIMPLE Method for an Organized Life is a guide for everyone wanting a more calm and peaceful life. To become and remain organized one must journey through the following stages:

Slow down, get Introspective, put Myself first, live in the Present, Lighten your load to achieve the goal of Equilibrium.


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life



Fundamentals of Organizing This overview covers the three basic organizing areas: time, space and information. Concepts and strategies are introduced plus tactical methods to implement each strategy are taught with participants using their own situations to apply the concepts.

“New Age” Organizing This seminar explores the concepts of harmonizing the flow of life-energy through the house, lessening environmental impact, and balancing individual energy.

Organization for Academic Success Designed for students beginning in 7th grade and up to teach them to be responsible for their own success.

The SIMPLE Method for an Organized Life This course uses the acronym S.I.M.P.L.E. to introduce strategies in achieving the goal of simplification and life balance This course teaches putting organizing routines on autopilot so as to no longer have to rely on conscious thought to manage time.

The Simply Balanced Home This workshop teaches parents techniques to use to stay balanced in the chaos that often surrounds parent’s busy lives with children. This workshop focuses on tactics to create a “Home Administration” area that everyone in the house can rely on to stay on track with their responsibilities, both within and outside of the home.

Time Organizing Determine the best calendars for each situation and how to use them effectively, including how to prioritize and sequence tasks in conjunction with what is on the calendar plus you’ll also conduct a three day time audit.