Course Description
Stop sweeping your piles of paper into the nearest box minutes before company comes. With as little as 15 minutes a day and applying the next 31 steps, you’ll begin to breathe easier knowing that you’ll find what you need when you need it. These 31 small steps will have you conquering your mountains of paper so that next April, you’ll be able to hand your tax accountant a more organized file, on-time; without that wild, destructive sweep through your office. You’ll build maintenance into your system rather than put it off; which will encourage you to discard old documents in manageable chunks instead of ending up with boxes of paper to toss and shred. No more late fees because you misplaced your bills; your papers will have a home.
This course contains small actions, thoughts, ideas, and strategies that will move you towards controlling your flow of paper. It’s just thirty-one simple ideas that you can take one at a time. Thirty-one small steps towards getting your paper dhucks in a row. Fifteen minutes over the next 31 days may not be enough time to get through years of accumulated paper, but you’ll have the tools and the systems to begin digging out from under the piles. You’ll begin to lose the paper piles and regain your life and space.
Certified Professional Organizer in Chronic Disorganization (CPO-CD)
Shawndra Holmberg, CPO-CD
Course curriculum
-
1
Welcome
-
How many decisions can you hold in one box
FREE PREVIEW -
5 reasons you struggle with paper
FREE PREVIEW -
Past, Future or Present
FREE PREVIEW -
Start at the END
FREE PREVIEW -
How much time are you willing to put in to maintenance?
FREE PREVIEW -
Use a timer
FREE PREVIEW -
What's your time block?
FREE PREVIEW -
Ready to take that first step?
FREE PREVIEW -
Questions, Thoughts & Discussions
-
-
2
STEP #1 -- Make your SPACE more attractive
-
Make your space an attractive destination
-
Tools
-
What will you do to make your space more attractive?
-
Time Estimate
-
Do it
-
How long did it take?
-
Clear your workspace
-
Questions, Thoughts & Discussions
-
-
3
STEP #2 -- Make the time more engaging
-
Make your time more social
-
Resources for making paperwork more social
-
Tools
-
Time Estimate
-
How will you make your paper processing time more engaging?
-
Take the next action to make it social
-
Questions, Thoughts & Discussions
-
-
4
STEP #3 -- Make a home for your mail
-
Make a home for your mail
-
Tools
-
Time Estimate
-
Create a target for your mail
FREE PREVIEW -
Round up the mail
-
Place your new mail home (aka target drop zone)
-
How's it working?
-
Questions, Thoughts & Discussions
-
-
5
STEP #4 -- Get off the mailing list
-
Get off the mailing list
-
Tools
FREE PREVIEW -
Time Estimate
-
Stop the flow of unsolicited mail
FREE PREVIEW -
How long did it take you to stop the junk mail?
-
Reduce pre-screened credit offers
-
Set a reminder to opt-out again in 5 years
-
Did you also...?
-
Update your mail preferences
-
Questions, Thoughts & Discussions
-
-
6
Step #5 -- Make a home for your magazines (catalogs, too)
-
Drop Zone for your READING material
-
Set your guidelines for CATALOGS
-
Set your guidelines for MAGAZINES & NEWSPAPERS
-
Establish your Magazine Home
-
Round up your magazines and more
-
Set your Read-By Date
-
Tools
-
Time Estimate
-
Share your decisions about your magazines & catalogs
-
Questions, Thoughts & Discussions
-
-
7
STEP #6 -- Divide and conquer
-
Tools
-
Time Estimate
-
Keep, Unsubscribe & Let Go
-
Share your plans for Letting Go
-
Here's what's next with the Keep pile
-
When will you read your magazines?
-
Next action for the Unsubscribe pile
-
Where did you put the magazines and catalogs for unsubscribing?
-
Questions, Thoughts & Discussion
-
-
8
STEP #7 -- Unsubscribe from catalogs
-
Unsubscribe
-
Tools
-
Time Estimate
-
How did it go?
-
Questions, Thoughts & Discussion
-
-
9
STEP #8 -- Unsubscribe to magazines
-
Unsubscribe
-
DON'T renew
-
Say NO to free subscriptions
FREE PREVIEW -
Tools
-
Time Estimate
-
How did it go?
-
Questions, Thoughts & Discussions
-
-
10
STEP #9 -- Commit to stopping the flow of emails
-
Slow the flow - stopping the flow of emails
-
Tools
-
Time Estimate
-
Which strategy did you choose?
-
Questions, Thoughts & Discussions
-
-
11
STEP #10 -- Create a mobile processing center
-
Create your toolkit
-
Tools
-
Time Estimate
-
Your toolkit?
-
Questions, Thoughts & Discussions
-
-
12
STEP #11 -- Choose an initial paper storage unit
-
Create a working file box
-
Tools
-
Time Estimate
-
Your initial paper storage unit
-
Questions, Thoughts & Discussions
-
-
13
STEP #12 -- Build in maintenance
-
File by month to build in maintenance
FREE PREVIEW -
Tools
-
Time Estimate
-
Will you try the monthly folders?
-
Questions, Thoughts & Discussions
-
-
14
STEP #13 -- To shred or not to shred
-
To shred or not to shred
-
Tools
-
Time Estimate
-
Shred or Not?
-
Discussions, Thoughts & Questions
-
-
15
STEP #14 -- Keep or Toss? Create guidelines
-
Time Estimate
-
Paper Questions
FREE PREVIEW -
The second tool - Keep or Toss guide
-
Download your Keep or Toss guide
-
Establish your Keep or Toss guidelines - 1. Tax Returns and Documents
-
Establish your Keep or Toss guidelines - 2. Monthly Bills and Statements
-
Establish your Keep or Toss guidelines - 3. Financial and Property
-
Establish your Keep or Toss guidelines - 4. Vital Documents
-
Establish your Keep or Toss guidelines - 5. Important Documents
-
Establish your Keep or Toss guidelines - 6. Digital Estate Plan
-
Establish your Keep or Toss guidelines - 7. Employment & Education
-
Establish your Keep or Toss guidelines - 8. Additional Items and Resources
-
Lowering the energy requirement of decision making
-
Tools
-
What changed?
-
Questions, Thoughts & Discussions
-
-
16
STEP #15 -- Start at the end
-
Step #15 Start at the End
-
Tools
-
Time Estimate
-
How much time are you willing to commit to?
-
Questions, Thoughts & Discussion
-
-
17
Step #16 -- Set aside a specific day
-
Set aside a specific day
-
Tools
-
Time Estimate
-
What day or days did you schedule?
-
Questions, Thoughts & Discussions
-
Pricing options
Explain how different pricing options might be valuable to different segments of your audience.
-
$31.00
Regular price
-
$47.00
The Course PLUS the Book