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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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HomeCertified | Layer 1 |

SEMINAR TRAINING - LAYER 1

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Training Layer One – YOUR LAUNCH: Prerequisite to layers two and three. Prior to the three-day live Seminar, you will complete a Self-Study program which includes a 160+ page digital manual, business and client forms, and viewing 8 hours of web-based videos.  Anne Blumer, CPO® guides you through the manual, sharing her experience-lessons learned, and enthusiasm for the curriculum including:

WHAT IS A PROFESSIONAL ORGANIZER
Introduction to Professional Organizing - Understanding the Professional Organizer Industry Associations and Credentials: Provides an overview of the history of the organizing industry and of the National Association of Professional Organizers (NAPO), identifies the characteristics of a professional organizer and characteristics of a business owner, explains the benefits of NAPO membership, and reviews the requirements for industry certification.

Assessing Your Skills as a Professional Organizer and Business Owner: This session will review your skills, prior experience, and education as it relates to the field of Professional Organizer.

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LAUNCHING YOUR PROFESSIONAL ORGANIZER BUSINESS
Writing Your Business Plan: Your business plan is often an afterthought if it is ever addressed at all. In this session you will learn the value of writing a business plan and how it can save you from costly mistakes and help you attract your key client.

Job Agreement and Business Policies: An explanation of the components of a job agreement and a form template that you can tailor to meet your business needs.  Business policies and client boundaries are also reviewed.

Rate Structures – How to Charge for Your Services: Establishing your fee continues to be the one area where many Professional Organizers undervalue their services. Learn how to determine a reasonable market rate and earn the income you desire and how to communicate your value to clients.

Business Basics - Start-up Forms, Equipment and Materials: Review of forms, materials, and equipment needed to start and manage your professional organizer business.

Name and Register Your Business for Maximum Impact: People make an impression in the first 2 seconds they meet someone. If your name is the first way to introduce yourself to a prospective client, what impression will you make?

Marketing & Branding Your Organizing Business: You will learn about creating your brand, understanding why you need an elevator speech, developing your network of strategic alliances, developing a successful website, 100 Marketing Approaches, the 30 minute marketing formula, and writing your business marketing plan.

Organizing Workshop: The A.R.T. of Paper Management Instruction and materials to present a workshop on organizing household paper information including:

  • How to create a paper processing center
  • How to identify what paper to toss and what to keep (and for how long)
  • The A.R.T. of paper management (Action and Reference systems)
  • How to make files and use file system products (FreedomFiler™ and FileSolutions®)
  • Products that can help track finances and financial papers (Quicken®, QuickBooks, Neat)

Organizing Workshop: Time Management Instruction and materials to present a workshop on time management including:

  • Roles and goals
  • Is time spent on urgent activities or important activities
  • Discover time robbers through a time mapping technique
  • Learn how to categorize and group activities to effectively manage your client's time
  • Identify and choose “one” time management system and tool that is right for your client, and why

Organizing Workshop: Declutter 101 Instruction and materials to present a workshop on decluttering including how to:

  • Stop cluttering and start organizing!
  • Identify organizing stumbling blocks
  • Maintain organization with 10 simple organizing principles

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WORKING WITH CLIENTS
Phase 1 - Initial Client Contact and Your 30 Second Hook: Preparing you for when a client calls and getting an assessment scheduled.

Phase 2 - How to Effectively Conduct a Needs Assessment: The needs assessment discoveries will be your roadmap to clearly identifying your client's goals, needs, barriers, and expectations. This session will provide you with questions to ask your client that will help you to best assess their organizing needs to develop an organizing plan of action. Scheduling the Project: You will learn how to estimate how long a client project will take, and how to explain to clients the factors involved in your estimations.

Phase 3 – Completing the Client Project 5 Steps to Organizing® Process, Organizing Plan of Action and Client Follow-up: A time-tested process that will not only give you a method for organizing your clients but also teach them the skills they need to maintain their accomplishments after you leave. How to recognize backsliding and effective ways to address it.

Working with Clients – What I Know Now, I Wish I Had Known Then: This session will prepare you for specialized client populations with an in-depth look at real client case studies on Attention Deficit Disorder (ADD), Chronic Disorganization (CD), hoarders, students, and seniors. Safety for the Professional Organizer is also covered.

Room-by-room Residential Organizing: For every space in a home you will learn the typical habits that cause disorganization, how to create organized zones, product solutions to aid organization, new habits to maintain organization, and the estimated time to organize.

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Learn more about Layer 2 and Layer 3 or get started now! Complete your professional organizer training program registration online or call 503-246-0710.
 

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The Professional Organizer Training institute seminar has saved me many hours in writing a business plan, creating processes and forms. Before I took this training I was struggling with all of those on my own. The training materials provided clear, specific, logical guidance in all of those areas; well developed templates, strategies and techniques that really work with clients. The seminar also saved me money in potentially costly mistakes. The advice on effective, legal business names and other information from the attorney really clarified my best legal options for the formation of my business. Before this training I would have made different decisions which may have been costly in the long run. The accountant also provided crucial tax and other information to consider in setting up bookkeeping processes. The format of reviewing the materials and videos in the weeks before the face to face training was a great opportunity to read, listen and process all of the steps in working with a client before putting them into practice in day two and three of the seminar. Gaining practical experience with a client under the guidance of Anne Blumer was incredibly valuable in learning some of the subtleties in working with clients in the field. Anne is a very knowledgeable, insightful and skilled professional organizer. The project went smoothly as all of us worked with the client to organize her home-based business office. It was a great and valuable experience.”
Margallee
 

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