Pre -Session Prep Guide – Productivity Coaching (template)

Get Ready To Get Organized

I hope you're getting excited for your productivity coaching/organizing session. With all the great changes coming your way, there's a lot to be excited about.

Prior to your session please review the following:

  • Your project plan
  • Supplies recommended

Also, check out my tips and tricks for ways to help you get through the organizing process easier, faster and with less stress.

Want to learn more about the organizing process and how to navigate your way through it?  Check out my learning resources.

I'm looking forward to getting started with you.

See you soon,

Tracy

Time to plan

Project Plan

To maximize our time and results, I've created a basic project plan to get started with.  It outlines the goals and tasks we will focus on in your first session.  Additional sessions may be needed to achieved desired goals.

Goals 

  • Create a calm and productive workspace environment
  • Create a functional and comfortable desk space
  • Organize desktop office supplies
  • Systemize and simply your paper and task management process
  • Systemize monthly bookkeeping records
  • Optimize maximal energy flow with Feng Shui

Tasks

  • Reduce surface clutter by staging and/or storing loose items around workspace area
  • Re-arrange furniture if necessary to optimize functionality and comfort
  • Organize desk space office supplies
  • Set up and training on The Prepare To Act System ™ a paper and task management system
  • Set up monthly bookkeeping folders
  • Implement Feng Shui cures to correct energetic imbalances and increase the energy
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Supplies

To organize your deskspace, set up The Prepare to Act System ™ and stage/store items in your workspace area please get the following supplies for your project:

Sorting and Storage

The Prepare to Act System ™

Tracy's tips

Being organized is a wonderful way to live.  It makes life easier, more peaceful, productive and comfortable. But getting organized isn't always easy, peaceful or comfortable.

My simple, tried and true organizing tips are ways to get through the organizing process faster, easier and with less stress than ever before.

#1 Set aside important papers and items 

This will help to ensure your most important items can be found quickly and easily during the organizing process.

#2 Minimize distractions

We realize life must go on while organizing.  However, to maximize our time together, it's best to minimize any potential distractions e.g. text, phone calls, kids, work, meetings.

#3 Focus on quality sleep and relaxation

Try to get a good night's sleep before your sessions.  You'll need the energy to handle the physical work.  Relax after sessions to prevent burnout from over exertion. Clients who don't practice rest and relaxation before and after sessions tend to get sick.

#4 Stay hydrated

The organizing process can take a physical toll on the body.  Staying hydrated is the easiest way to fight off any sickness or burnout as a result of the organizing process.

#5 Communicate openly and honestly

To get the best results while working together, it's important to be open about your thoughts, feelings and preferences.  This will help us set up your home in a way that works best for you.

#6 Be open and willing

The more open you are to new ideas and insights and willing to make the changes necessary to improve your home the better your results will be.

#7 Keep our appointments

Do your best to keep our scheduled sessions.  Even one cancellation can cause a break in momentum, delay progress and put finishing the project at risk.

#8 Don't book anything after your session

Unless absolutely necessary, keep the rest of your day clear of appointments after an organizing session.  Relaxing after a session is important to the overall success and progress of your project.

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Learning Resources

Learn more about the hows of organizing and the whys of clutter.

Mentally and Emotionally Preparing to Get Organized- Gain insight into how you may emotionally and mentally feel, think and respond to the organizing process.

The Steps of Organizing- A seven-step approach to organizing from start to finish.

The Miss Organized Show podcast - Covering topics from the psychology of clutter to feng shui.

If Clutter Could Talk....The Stories It Would Tell - An in depth look at why people clutter told through inspiring and compelling client stories.

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Service Providers

From Handymen to movers, the Miss Organized network of trusted service providers is your one stop shop for many of your home, personal and business needs.  Vetted to ensure high quality client satisfaction and seamless delivery of service.

Network of Trusted Service Providers