6-Session Professional Organizer Training Program

The Quickest Way To Get Your Organizing Business Off the Ground!

This downloadable training program gives you everything you need to start and run a successful Professional Organizing business. Just download your lessons, complete the homework, and receive helpful coaching suggestions for your company!

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Do you love to organize? Are you thinking that you might want to start a career as a Professional Organizer -- helping others clear out their clutter and make better use of their time? If so, I can help your business get off the ground faster -- I have developed a 12-course downloadable training program that gives you everything you need to start and run a successful organizing business.

How Is Your Training Program Set Up?

This interactive home-study program is broken up into the 12 course modules listed below. Because this is a downloadable "do-at-home" course, you are under no time constraints -- complete your homework assignments at your own pace, work on lessons as they become appropriate to your business, and submit them as you finish. It doesn't matter if it takes you a day or a month or a year! Unlike in-person training, there are no classes to attend, no lost time, and no travel costs. It's a great option for someone who is trying to run an organizing business while working a second job, raising kids, or going to school. Each course (approximately 20-30 pages long) includes a:
  • a detailed discussion of the topic at hand -- covering important organizing and entrepreneurial concepts, offering practical business and organizing tips, explaining the rationale behind different ways of working with clients or running your company, and pointing out potential problems you might run into

  • a set of homework assignments -- interactive exercises (some situational, some analytical) that test your problem-solving abilities, understanding of how to practically apply organizing techniques with your client, and business skills -- as well as role playing that asks how you would handle certain situations either running your company or working with clients

  • a customized review and written commentary on your assignments -- I will personally review all of your answers and submissions and provide you with in-depth feedback, including a recognition of areas where you are headed in the right direction, expanded ideas for developing your service offerings, and suggestions for overcoming obstacles you may or may not have recognized

  • a bibliography -- of additional relevant books, articles, and publications
Once you have finished each assignment, you will submit an emailed copy of your homework back to me according to the enclosed instructions. Your work will then be reviewed, and you will receive a thorough written report filled with comments and suggestions. This review is not like getting a "grade" -- there is no passing or failing. It's more like coaching on paper -- I will point out potential pitfalls, solutions, and techniques you might not have thought of, as well as places where you are right on track and issues you need to be aware of as you proceed.

This package is perfect for folks who have owned a business before but are new at organizing, organizers who have experience in some areas of business administration but need a little help with stickier issues like marketing or dealing with difficult clients -- or even veteran organizers who are looking to change directions and want to work through the creation of a new business model. Or, if you want the full "soup to nuts" education on running an organizing business, the 12-session course might be more to your liking (comes in both a U.S. and a Canadian version.)

Session 1: What Kind Of Organizer Am I

Thinking about becoming a Professional Organizer? Or just starting up and not sure in which direction you want to head? This 20-page session will help you decide if organizing is for you, assess your strengths, show you the gaps in your skill set -- and give you a start on "defining" yourself as an organizer.
  • knowing why you want to be an organizer and what your goals are
  • deciding to specialize or not to specialize...that is the question
  • discovering who your clients are and what kind of work you enjoy
  • identifying characteristics of a successful organizer
  • keeping yourself motivated on the long road ahead
  • assessing your skill base and finding ways to strengthen your weaknesses
  • overcoming your fears about self-employment
  • putting your educational and career background to work for you
Session 2: Setting Up Your Business

Being an organizer is more than just organizing -- you must know how to run a small business successfully (and legally!) if you want to succeed as an entrepreneur. This 20-page session covers all of the administrative details you need to consider as you are starting a new organizing business.
  • understanding licenses, registrations, and insurance coverage you will need
  • choosing the right business entity for your situation and goals
  • recruiting members of your team and knowing when you need help
  • calculating your start-up expenses and deciding to pay for them
  • setting up a working environment for privacy, function, and comfort
  • deciding on equipment and supplies for your desk and in the field
  • a 14-step process for forming a legal and functional business organization
Please note -- this course covers legal and tax issues related to starting a business. It is available in U.S. and Canadian versions -- but some information may not be applicable if you are starting a business in another country.

Session 3: Laying It Out On Paper

Your business plan is an important (and often overlooked) tool -- your "how-to guide" for both daily administrative details and long-term goals. This 20-page session will lead you through each aspect of creating a workable business plan that contains every detail about running your business.
  • what is your market and where will you find them?
  • who is your competition and how are they doing in business?
  • how will your business distinguish itself from other organizing companies?
  • what services and different levels of service will you offer?
  • how will you price your services and what kind of income can you expect?
  • how will you market your services to different client populations?
  • how will you handle day-to-day business administration?
  • how will measure success and how will you overcome your weaknesses?
Session 4: Proactive Pays Off In The End

Many people wait until a problem arises to discover that they have overlooked some important legal, financial, or administrative details. This 21-page session will help you create structure within your business -- and set policies governing your client relations -- before you become overwhelmed!
  • developing a legally defensible contract and other client documentation
  • setting your work schedule to maximize billable hours and efficiency
  • developing solid internal procedures for completing routine business tasks
  • setting proactive external policies for dealing with client issues
  • determining policies for travel, cancellations, payment for services, etc.
  • outlining responsibilities and expectations (yours and the client's)
  • creating systems for tracking client information, accounting, and to-do's
Session 5: Learning The Trade (Storage)

Down to the nitty-gritty! Space organizing is one of the three basic "competencies" people expect from a Professional Organizer. This 22-page session will teach you how to apply basic space planning skills while organizing a residential or business client's storage areas.
  • teaching basic organizing principles for maximizing space to clients
  • identifying ways to strengthen your skills in weak areas
  • understanding the major causes of clutter at home and at work
  • knowing what questions to ask clients to make decisions about clutter
  • helping clients determine their space organizing goals and priorities
  • knowing what tools you will need to complete the job
  • working through a complete "action plan" for a fictional client
Session 6: Learning The Trade (Paper)

Each of your clients will have to deal with paper -- both at home and work. And in most cases, paper will be their number one organizing priority. This 24-page session will teach you how to apply basic paper management skills while organizing a residential or business client's filing system and desk.
  • teaching basic organizing principles for managing paper to clients
  • identifying ways to strengthen your skills in weak areas
  • knowing what questions to ask clients to make decisions about paper
  • helping clients determine their paper management goals and priorities
  • setting up customized systems for filing and incoming paper "to-do's"
  • cutting down on incoming paper and understanding records retention
  • knowing what tools you will need to complete the job
  • working through a complete "action plan" for a fictional client
Session 7: Learning The Trade (Time)

You will be expected to assist clients in identifying and eliminating time wasters -- as well as help them set and follow-through on priorities. This 22-page session will teach you how to apply basic time management skills while organizing a residential or business client's schedule.
  • teaching basic organizing principles for prioritizing and efficiency to clients
  • identifying ways to strengthen your skills in weak areas
  • knowing what questions to ask clients about how they use their time
  • understanding the major time management issues faced at home and work
  • helping clients determine their time management goals and priorities
  • teaching clients how to delegate and set boundaries around their time
  • knowing what tools you will need to complete the job
  • working through a complete "action plan" for a fictional client
Session 8: Working With Clients

Although there is no one "right way" to work with your clients, there are some basic principles that all organizers tend to follow. This 26-page session will teach you all about the organizer-client relationship and the structure of organizing sessions.
  • setting up an intake form and knowing how to "qualify" a potential client
  • scheduling a consultation without giving away all your techniques
  • determining a clients' needs and priorities and creating an assessment form
  • dealing with the question, "How much do you charge?" and closing the sale
  • knowing what to do at your first appointment and creating an action plan
  • using communication skills to build trust and keep a client focused
  • completing an assessment and action plan for a fictional client
  • providing good customer service and "adding value" to your work
Session 9: Dealing With Difficult Clients

"Difficult" can mean so many things -- personality conflicts, difficulty focusing, an inability to maintain organizing systems, or a client's personal issues intruding on your work. This 22-page session will prepare you for those more "challenging" clients.
  • recognizing the three types of clients and how to proceed with each
  • helping clients deal with the fear of change and encouraging change
  • creating long-term client relationships and managing follow-up
  • working with ADD clients and the special approaches required
  • role-playing 12 difficult situations and how you would handle them
  • referring clients for other help, and ending a relationship on good terms
  • evaluating your work with a client through surveys and questionnaires
Session 10: Marketing On A Shoestring

All of your great organizing skills are nothing if you can't attract clients. This 26-page session covers a variety of innovative and inexpensive marketing methods. Find out the most effective ways to get the word out about your business -- without going broke!
  • identifying your marketing goals and the most appropriate tools
  • creating and then refining your unique selling proposition
  • building networking relationships that result in client referrals
  • designing a business card, flier, press release, and direct mail card
  • knowing how and where to market to your different target audiences
  • using special offers, promotions, and events to your advantage
  • differentiating paid advertising from publicity and making use of both
  • creating a year-long marketing plan and tracking your results
Session 11: Developing Your Credibility

The best way to bring in new clients is by building a solid reputation -- become known as an honest business person and a competent organizer. This 32-page session will teach you how to develop a professional and authoritative air for your business.
  • joining NAPO, POC, and/or NSGCD
  • abiding by each organization's code of ethics
  • understanding CPO certification exam eligibility and test structure
  • making the choice to refer clients to other organizers
  • getting involved in other types of professional organizations
  • securing client referrals and building word-of-mouth business
  • collecting leads and testimonials from a follow-up survey
  • getting involved in public speaking, writing, and community activities
Session 12: Expanding Your Range Of Services

Your business will probably go through many incarnations throughout its lifespan. You may move from consultant to speaker to writer to developer of organizing products -- or in any of a number of other directions. This 21-page session will help you look toward the future and start planning for growth.
  • comparing the pros and cons of expansion with your goals
  • recognizing the different avenues available to you as an entrepreneur
  • coming up with new ideas and 4 techniques for expansion brainstorming
  • developing a raw idea into a format you can put into action
  • evaluating the merits, possibilities, and pitfalls of an idea
  • understanding the resources, time, and money required in development
  • evaluating feasibility and sending your idea on a trial run
  • setting up a measure of success or failure for your idea
This is a solid up-front investment in your company, one that will continue to repay you for years to come. You will have a veteran organizer to guide you every step of the way, helping you over the obstacles and encouraging your strengths. You'll find that your business grows more quickly, you will avoid some of the unpleasant surprises your newbie colleagues experience in the first year, and you will establish your status as an organizing "expert" in no time!

Who Are You And What Qualifies You To Train Organizers?

Professional Organizing is one of the fastest-growing industries and a great option for self-employment. Folks need help managing their time, space, and paper -- and for busy people who can't seem to do it on their own, a good Professional Organizer is worth his or her weight in gold! You can build a successful and rewarding career assisting these clients in creating order -- and my job is to jump-start your business and help you achieve success even more quickly than you would on your own!

My name is Ramona Creel, I've been a Professional Organizer since 1998, and I am a Golden Circle Member of NAPO. From the very beginning, I've seemed to have a natural instinct for what makes an organizing business successful. I did the unthinkable and actually turned a profit in my first year (and have done so every year since.) After only 6 months in business, I found myself with more clients than I could handle and raised my rates for the first time (and I continue to do so each time my business grows to a new level.) I was even awarded "Rookie Of The Year" my first year in business by my local NAPO chapter, because my company took off so quickly.

I eventually turned my love of organizing into a website called OnlineOrganizing.com. -- during the 9 years I ran the site, it won numerous national awards and grew into the largest organizing resource on the web, generating business for thousands of other organizers. Finally, I did what a lot of P.O.'s consider impossible -- I sold a successful organizing company for a healthy profit. I have since then returned to one-on-one coaching, organizing, writing, and public speaking. I'm proud to say that I have succeeded at several different business models throughout my career, both as a service provider and a product retailer -- I've sort of done it all! And I say this not to brag, but to show you that I know what I'm talking about when it comes to running an organizing company.

I have been teaching new organizers how to succeed in business for more than a decade, using this exact curriculum to educate scores of "newbies" and "veterans" alike. Being able to organize yourself is not the same thing as being able to successfully teach those skills to a client -- and just knowing how to clean out a closet or set up a filing system simply isn't enough. You must translate your talent for organization into a practical and systematic method that can be customized according to each client's needs. I will help you do just that and more -- together, we will turn your passion for order into a rewarding and self-sustaining business.

I created this curriculum because I found that most "how-to-be-an-organizer" guides involved nothing more than reading a recounting of another P.O.'s personal experiences. I discovered that organizers were more likely to succeed if they were part of an interactive process. As my student, you will be given extensive information about the topic at hand (marketing, client appointments, setting fees, contracts, etc.) -- then challenged to structure your own business policies in a way that will best accommodate your goals, lifestyle, and work preferences. This learning model lets me help you view the issues and problems of running an organizing business from your own perspective, give you guidance and feedback throughout the process, and provide and endless stream of suggestions for expanding on your ideas.

The focus is less on specific organizing methods and more on those issues related to business administration and skill development -- client relations, marketing, financial issues, legal concerns, organizing technique, developing credibility, and defining your own personal organizing philosophy. I hate to see otherwise talented organizers fail because they lack the business background to succeed as entrepreneurs -- that's why I offer the practical tools necessary to make sure that you run your business legally, that you can successfully market your services, and that you know how to deal with both difficult and routine client issues that might come up. I will teach you how to be a better business person so that you can be a better (and more professional) organizer.

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USD 249.00


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