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Institute for Professional Organizers™

Institute for Professiona Organiers™ ; The Fast Track Method™ to launching, managing, and growing your business.
Professional Organizer Training Institute - Portland, OR - Anne Blumer
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TOOLS FOR A SUCCESSFUL ORGANIZER

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To be a successful Professional Organizer you need more than organizing skills.  You need the tools to run a successful business.  Why spend countless hours researching, keying and formatting your business forms when all you need can be purchased here for under $200?!

  • Business Plan Form + an Action List to Launch Your Business
  • Field Materials Checklist
  • Service and Fees Agreement + Business Policies
  • Client Initial Intake Form + Client Process Checklist
  • Client Assessment Forms (Residential + Business)
  • Client Organizing Plan of Action Form + Sample + Product Resources
  • Client Keep/Let-go Criteria Checklist
  • Client Maintenance Plan Form + Sample
  • Client Satisfaction Form

All forms are sent to you in Microsoft Word 2007 format and are delivered to you immediately via a secure download after checkout and payment.  Download products are non-refundable.  They are for your individual business use, not for resale or sharing. Each one is customizable for your company name and logo.

You can start today, act now!  Order your forms below:

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Sixty pages of business and client forms and instructions PLUS FREE “Needs Assessment Video” $197
Each form is specifically designed for its purpose, read detailed descriptions below:
 

 

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Business Plan Form + an Action List to Launch Your Business
Maybe you are just starting out and need to write a business plan for a small business loan. Or, you have started your business but you feel that you could be doing better.  Step-by-Step Business Plan for a Professional Organizer Business will guide you through developing a plan that will help you research and think about your business in a systematic way.  Also included is your Action List to successfully launch your business, a vision and mission statement template and financial plans. I didn't write a business plan the first two years I was in business, and I didn't experience any growth in my business either. Since writing my business plan and updating it each year, my business has experienced significant growth each and every year and yours can too.
 

Services and Fees Agreement + Business Policies
No savvy business owner should work with a client without a signed agreement. The instructions plus sample agreement will effectively communicate to your clients your services, fees and general business policies. It will clarify your practices and policies to eliminate misunderstandings regarding the details of your working relationship with your client. You can quickly create your own agreement following the instructions. Any forms that are of contractual nature should be reviewed by your attorney to insure they meet with your company practices and are defensible by your attorney in the state(s) you practice.
 

Field Materials Checklist
You know to take your label maker and tape measure with you to a client session, but what else… Don't get caught unprepared with your client. Our complete Field Materials Checklist will remind you what you need to take with you to a client organizing session.
 

Client Initial Intake Form + Client Organizing Process Checklists
Using a Client Intake Form and Checklists for each phase of the client organizing cycle will insure you ask the right questions, communicate your value and prepare you for each session with your clients. The intake form will guide you through your initial conversation with your client demonstrating your confidence, value and ability to help them. PLUS the checklists will insure you show up prepared for every client session.
 

Client Assessment Forms (Residential + Business)
PLUS FREE “Needs Assessment Video”

The needs assessment discoveries will be your road map to clearly identifying your client's goals, needs, barriers and expectations.  The Client Assessment form is a tool and process for you to gather information about what your client needs and how you can help them (or not). It can be conducted on the phone, in e-mail form, completing an online form, or in person.  The instructions Residential Needs Assessment Form and Business Needs Assessment form will guide you through a successful discussion with your client that will help you best assess their organizing needs and from there develop an Organizing Plan of Action.
 

Client Organizing Plan of Action Form + Sample Plan + Product Resources
Whether or not your client will ever see the Organizing Plan of Action, you need it to prepare you and guide you through your client's project. The Organizing Plan of Action is a review of the needs assessment findings, a place to capture ideas, a list and prioritization of tasks, a review of client's expectation and desired results, an estimate of time and materials and a place to identify removal/repurpose options. With our Organizing Plan of Action template PLUS example Organizing Plan of Action PLUS our list of product resources you will be able to formulate a plan for clients or just yourself with ease.
 

Client Keep/Let-go Criteria Checklist
You may work with someone who has difficulty letting go of certain items. It is helpful to have specific criteria to help aid you through their decision making process.  Our Client Keep/Let-go Criteria Checklist includes questions that may help to clarify what is important and what is no longer important for your client to keep.
 

Client Maintenance Plan Form + Sample
The KEY to your client's success is a simple maintenance plan that they can follow that will insure they will not backslide. Our Client Maintenance Plan form PLUS sample will give you the guidance to create simple and effortless plans for your client to follow.
 

Client Satisfaction Form
The purpose of a client satisfaction survey is to provide you, the professional organizer, with feedback on your services and information about whether or not you are meeting your client's expectations. Our Client Satisfaction survey will provide you with not only your client's feedback but also their appraisal statement.


* download products are non-refundable

 

 

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Consider our SELF-STUDY program that includes tools for a successful organizer, the best value to quick start your business!
 

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“I met with a client yesterday and she was so pleased with the needs assessment process. She said that at the end she had a much more clear picture of what she wanted us to do. She said that the questions on the needs assessment form stimulated memories about different effective organizing techniques used in her previous jobs that she had forgotten but wanted to use in her home office. She also said that the questions about the emotional aspects were really helpful to get them out and expressed. She felt heard. She is excited about the work we are doing today and she is very motivated. Anne, thank you so much for such an effective tool.”

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“I just wanted to thank you for writing your book, Get Rich Organizing.  It is my bible for starting my new organizing business here in Texas.  I also ordered the templates for the forms you have created and they have been so helpful in developing my own forms. Thank you for all of the resources you have made for other organizers to utilize.  They have helped give me confidence to get this business rolling!”
Laura Fernandez

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“This is exactly what I needed. Money well spent!”
Karen Swan

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