Category Archives: Business Organizing

What Flavor Of Organizing Do You Need?

 

Did you know organizers don’t just organize?  Professional organizing comes in all sorts of flavors. Some organizers are more generalists and cover lots of areas; others pick one specialty and stick to that.  Have a look at the variety of challenges where professional organizers can help:

  1. ADD/ADHD
  2. Bookkeeping
  3. Business development
  4. Children and teen organizing
  5. Chronic disorganization
  6. Closet design and organizing
  7. Coaching
  8. Consulting
  9. Corporate operations
  10. Digital organizing
  11. Downsizing
  12. Eco-organizing
  13. Estate management
  14. Estate sales
  15. Event planning
  16. Feng Shui
  17. Financial management/Bookkeeping/Bill-paying
  18. Garage sales
  19. Garages/Attics/Basements
  20. Hands-on organizing
  21. Hoarding behavior
  22. Home inventories
  23. Home offices
  24. Home staging
  25. Household management
  26. KonMari organizing
  27. Notary Public
  28. Online sales
  29. Paper management
  30. Personal assistance
  31. People with disabilities
  32. Photography/Memorabilia/Collections
  33. Project management
  34. Psychology involved in organizing/productivity
  35. Records management
  36. Relocation and move management
  37. Social media
  38. Space planning and design
  39. Speaking and training
  40. Storage units
  41. Task and time management
  42. Team productivity
  43. Technology
  44. Travel prep
  45. Virtual organizing

No matter the size or scope of your project, we can help you find an organizer with the specialty you need! Ask us for recommendations or go directly to the National Association of Productivity and Organizing Professionals — NAPO.net.

Advertisements

2 Comments

Filed under ADD/ADHD, artwork, Bathroom, Bay Area Services, Bedroom, Business Organizing, children, Closets, clothing, couples, Decluttering, disorganization, downsizing, Empty Nest, Garage, General Organizing, Holidays, home organizing, Kids, Kitchen, Laundry, Living Room, Memorabilia, Moving, Office, Paper, Reduce/Recyle/Reuse, School, Seniors, Storage, Technology, Time Management, Travel, Wedding

Just In Case…Do You Know Where These Documents Are?

Checklist

Let’s have a show of hands.  Who loves to prepare for disasters and contemplate death?

…We didn’t think so.

Let’s have another show of hands. Who thinks of others and would like to make life easier on family and friends?

Here is a simple project to prepare for the unexpected. Regardless of the state of the rest of your house, these are the documents to keep organized and accessible just in case:

  1. Life or disability insurance policies and/or agent contact information. Don’t forget to include any coverage offered through your employer and/or auto insurance.
  2. List of assets and open accounts – you can gather sample statements or create a list of all accounts, loans, lines of credit, etc.. Make sure to include the safe deposit box key and information.
  3. Trust Document and/or name of your attorney
  4. Will
  5. Healthcare Directive and Financial POA
  6. Passwords and log-ins to unlock the phone or computer
  7. Medical cards and list of doctors/caregivers
  8. List of prescriptions
  9. Vital Records: Birth certificates, Social Security cards, marriage certificates, copies of drivers licenses
  10. If you own a business, who are the key contacts? What is your emergency plan?
  11. Funeral arrangements

Whether you are partnered or not, identify the person or persons who would be tasked with managing things in your absence and share with them the locations of these documents. It’s ideal to also keep a digital copy of these items and make sure your trusted helper has access to those as well.

Think of how much easier it will be for your loved ones, and better for you, if in the time of crisis they don’t have to dig through various drawers and files looking for information unsure what they may be missing. Creating a simple system for just in case is the kind of gift that provides peace of mind to you and to those who are left to take care of business when you can’t.

 

1 Comment

Filed under Business Organizing, Decluttering, General Organizing, home organizing, middle-age, organizing, Paper, paper organizing, Perspective, Seniors, Strategies

The Chaos of Business Card Collections

We’ve all been guilty of it – hanging onto business cards that somehow end up on dresser tops, stashed in drawers, or floating around on counters. We sort of know we probably don’t need them but there’s a nagging sense of importance about them that makes them seem valuable. So, we neaten the pile or shove them back in the drawer and forget about them for a while.

Why are you keeping them?

Managing clutter is all about making conscious choices.  The first step to getting a handle on those stacks is to take a clear look at your motivations for hanging onto them:

  • You may want to use that person’s services
  • Something you want to do someday
  • Somebody you want to network with
  • Neighborhood services
  • Cards of services you use regularly
  • Nostalgia – cards of family members, cards of your past careers
  • Cards whose designs you like

Figuring out why you’re keeping them helps you get clarity on how relevant the info actually is. That informs whether you really want to continue to keep them and how you store them. Part of what makes business cards a less precious resource than we think is there are so many ways other ways to find services and people – Facebook, Yelp, list serves, LinkedIn, Google… put in bits of information into a search tool and have that person show up.

After you do a serious purge of the stacks its time to decide how to store the keepers.

Store for easy retrieval

Ways to store them

  • Electronically – scan or enter into your favorite digital address book tool
  • In a mini-file box
  • Rubber-banded in a drawer or on a shelf
  • In a rolodex
  • Binder sleeves designed for business cards
  • File in a resource section of your filing system (can attach card to larger piece of paper)

Make them useful

If you are keeping cards, it can also be helpful to jot a few notes of relevant info to help you remember why you have the card.  Write on back (have a sharpie close by):

  • Next actions/promises you made to them
    • Where you met them
    • Your follow-up plan
  • Interesting fact about the person (their dog’s name, for example)
  • What you have in common with them
  • Who you both know
  • Key words (name and date of event, category of contact)

business card boxes - 1

It’s perfectly fine to hang onto cards you may not actually need or use — so long as the stacks of cards don’t stress you out and don’t impact your usable space. If they impact your peace of mind or are getting in the way – take action to clear the clutter.

When you browse through your business card hoard, what is the wackiest card you find?

 

Leave a comment

Filed under Business Organizing, Decluttering, Memorabilia, Office, organizing, Paper, Products, Strategies