Professional Organizer Needs Assessment

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					                                                                  SELF-STUDY PROGRAM

                                     UNIT I                                              Determine who is your client and how will you attract them
This unit of study is focused on small business fundamentals, forming your               Describe what services and products you will offer
business as a professional organizer, assessing your skills as both an organizer         Research who your competition is
and business owner, writing your business plan and creating a comprehensive              Define your goals and objectives
marketing plan including developing a successful website.                                Financial Plan covering start-up costs and ongoing expenses
                                                                                         Detailed Action Plan - Everything you need to do in your first year in
Introduction to Professional Organizing - Understanding the Professional                  business
Organizer Industry Associations and Credentials                                          Identify your resource requirements
This session we will define the profession of organizing, provide an overview            Perform a S.W.O.T Analysis
of the history of the organizing industry and of NAPO, identify the
characteristics of a professional organizer and characteristics of a business         Rate Structures – How to Charge for Your Services
owner, explain the benefits of NAPO membership, and review the                        Establishing your fee continues to be the one area where many Professional
requirements for industry certification.                                              Organizers undervalue their services. Learn how to determine a reasonable
                                                                                      market rate and earn the income you desire and how to communicate your
Assessing Your Skills as a Professional Organizer and Business Owner                  value to clients.
This session will review your skills, prior experience and education as it relates     Hourly fee vs. Project Fee
to the field of Professional Organizer and discuss why you want to be a                Selling Your Value
Professional Organizer.                                                                Initial consultation - fee or free?
 How Can Your Background and Education Work For You?                                  Travel fee
 Why Do You Want to be a Professional Organizer?                                      Materials
 What Professional Organizer Characteristics Do You Possess?                          National Average
 What Business Owner Characteristics Do You Possess?                                  How to determine a reasonable market rate
 What is a typical day like for a Professional Organizer?                             When and how to give yourself a raise
 What is a typical day like for a Business Owner?
                                                                                      Business Basics - Start-up Forms, Equipment and Materials
Writing Your Business Plan Designed to Focus on and Attract Your Key Client           Review of forms, materials and equipment needed to start and manage your
Your business plan is often an afterthought if it is ever addressed at all. In this   Professional Organizer business.
session you will learn the value of writing a business plan and how it can save
you from costly mistakes and how to attract your key client.
 Define your business concept
 Develop your mission statement
                                                             SELF-STUDY PROGRAM

Name and Register Your Business for Maximum Impact                                                                 Unit II
People make an impression in the first 2 seconds they meet someone. If your   This unit of study equips you with a detailed understanding of the client
name is the first way to introduce yourself to a prospective client, what                                                  ®
                                                                              process, including our 5 Steps to Organizing and techniques for working with
impression will you make?                                                     clients on paper, time and space.
 What’s in a name?
 What do you want to project?                                                Initial Client Contact - Your 30 Second Hook
 What first impression do you want make?                                     Preparing you for when the client calls
 How to search for business names                                             What to say when the client first calls
 How to search for internet domain names                                      Developing your 30 second hook
 How to register your business name                                           What you need to know from the client - client intake checklist
                                                                               Scheduling your needs assessment consultation
Marketing & Branding Your Organizing Business
You will learn how to create a comprehensive marketing plan including:        How to Effectively Conduct a Needs Assessment and Create an Organizing
 Creating your brand                                                         Plan of Action
 Writing a winning marketing message communicating your value                The needs assessment discoveries will be your roadmap to clearly identifying
 Your elevator speech                                                        your client’s goals, needs, barriers and expectations. This session will provide
 Developing your Network of Strategic Alliances                              you with questions to ask your client that will help you to best assess their
 Developing a successful website                                             organizing needs and from there develop an organizing plan of action.
 Developing a successful blog                                                 Residential Needs Assessment
 Content for 12 months of e-newsletters                                       Business Needs Assessment
 100 Marketing Approaches                                                     Environmental issues needs assessment questions
 30 minute marketing formula                                                  Emotional issues needs assessment questions
                                                                               Client expectation needs assessment questions
                                                                               How to conduct an assessment without giving away too much information
                                                                               Creating an organizing plan of action

                                                                              Scheduling the Job With Your Client
                                                                              We will explain the components of a job agreement and provide you with a
                                                                              form template that you can tailor to meet your business needs
                                                                SELF-STUDY PROGRAM

5 Steps to Organizing® Process                                                         Learn how to categorize and group activities to effectively manage your
A time-tested process that will not only give you a method for organizing your          clients time
clients but also teach them the skills they need to maintain after you leave.          Identify and choose “one” time management system and tool that is right
 5 Steps to Organizing® process details                                                for your client; and why
 5 Steps to Organizing® process client application
 5 Steps to Organizing® process client skills transference                         Working with Clients on Clutter Control
                                                                                    You will learn how to help your clients deal with clutter by asking simple
Client Follow-up aka Preventative Backsliding                                       questions about what they really need and about their relationship with
Recognize backsliding and effective ways to address it with a client                clutter. You will learn how to identify what their stumbling blocks are to
 Follow-up practices                                                               letting go, how to move through them to achieve a clutter free space, and how
 Maintenance Plan                                                                  to create a visual plan of what you want your client’s space to look and feel
 Client Satisfaction Survey                                                        like. Learn how to teach your clients to stop cluttering and start organizing!
                                                                                     Learn what clutter is
Working With Clients on the A.R.T. of Paper Management                               Learn why clutter happens
You will learn how to work with clients on organizing their household paper          Learn the costs of clutter
information including:                                                               Learn the benefits of eliminating clutter
 How to create a paper processing center                                            Learn about your client’s relationship with clutter
 How to identify what paper to toss and what to keep (and for how long)             Learn how to create a visual plan of what your client’s want their space to
 The A.R.T. of paper management (Action and Reference systems)                          look and feel like
 How to make files and use file system products (FreedomFiler™,                     Learn how to teach your client to stop cluttering and start organizing
     FileSolutions®, Paper Tiger)                                                    Learn the key to staying organized
 Products that can help track finances and financial papers (Quicken®,
     QuickBooks, Scanalizer®)                                                       The Challenging Clients You Will Meet – Case Studies
 And many other useful paper information management practices                      Challenging can mean so many things— difficulty focusing, an inability to
                                                                                    maintain organizing systems due to chronic disorganization and ADD, students
Working With Clients on Time Management                                             learning organizing skills, seniors and fatigue, and safety issues to consider.
You will learn how to work with clients to manage their time efficiently            This session will prepare you for those more challenging clients with an in-
including:                                                                          depth look at real client case studies on depression, Attention Deficit Disorder
 Defining their roles                                                              (ADD), Chronically Disorganized (CD), hoarders, students, seniors and safety
 Identifying if their time is spent on urgent activities or important activities   issues.
 Discover time robbers through a time mapping technique
                                                                SELF-STUDY PROGRAM

                                      Unit IV
This unit of study will educate you on the basics of organizing each room of a
home including how to apply the 5 Steps to Organizing® process, keep-let go
criteria to help you through difficult decisions, challenging stumbling blocks to
letting go and how to overcome them.

For each of the following rooms you will learn the the typical problems
(habits) that cause disorganization, how to create zones, product solutions
from budget to extreme, new organizing habits to establish, estimated time
for organizing, before/after visuals, and a basic maintenance plan to keep the
spaces organized:
 kitchen, launching and landing pad, and command central
 home office
 craft room and closets
 garage and other storage areas
 media rooms
 kid spaces
 bedroom and bathroom
 laundry room

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