Wow, a lot can happen in a year! As you reflect on this year, go over your planner, see how much you did, what new things you tried, and how much you have grown and changed! Let’s talk about how you want to grow in your business, in your unique gifting and in the impact you can have on others. Imagine if you could help them to get results faster?   As you think about 2023 I want you to consider helping your clients even more than you do already!   Listen in to hear about The Paper Solution® Certification. If this is something that has been on your mind or in your heart to do next year - schedule a call with Monique Horb (MHorb@organize365.com) to learn more! EPISODE RESOURCES:  Year End Business Checklist The Paper Solution® Certification The Paper Solution® Certification Orientation  Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

End of the Year Business Tax Prep & 2023 Certification Dates

Lisa Woodruff is a home organization expert, productivity specialist, and author of multiple books including The Paper Solution.

Lisa’s research-based teaching shines a light on the invisible work being done at home and in the workplace. Lisa’s sensible and doable organizing tasks appeal to multiple generations. Her candor and relatable style make you feel she is right there beside you, helping you get organized as you laugh and cry together.

Lisa believes organization is not a skill you are born with. It is a skill that is developed over time and changes with each season of life.  Lisa has helped thousands of women reclaim their homes and finally get organized with her practical tips, encouragement, and humor through her blog and podcast at Organize365.com.

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This month I am going to record a 4-part podcast series about how we prepare to get projects done, and then this summer I’m going to record a 7-part series about how to actually set a goal and achieve a goal that is a project inside of your home; specifically how do we start, continue, finish, and pick a new project.  You make so many mental decisions about how you want your projects and your process to be before you even start, and of course there are lots of pivots and iterations that happen along the way. But it is the mental preparation, the physical space preparation that you do that really helps you set and achieve goals.  What happens before you set the goal - specifically anything household related? And then when you’re in the middle of the goal or the project - how does your household change in regards to the physical spaces? I end up using multiple spaces in my house to keep the things that are related to those projects and to keep me on track.  The first one is the Sunday Basket®. It is how you run the administration of a household. It is where you put the mail, your ideas, small items that need fixed, or things that need to be returned. It’s basically a really nice kitchen counter pile collector. Because we do so much inside our households, we have to acquire the items we need for projects we’re going to do before we actually are doing the projects. The Sunday Basket® is also for all the little random things that we remember that we need to do that aren’t necessarily for next week. It adds to and enhances your planning routines. It’s the pink, purple, blue and green slash pocket items. I had this color system before I even manufactured the Sunday Basket®. I filled up the blue, purple and green slash pockets immediately. I got to the pink and just stared at them and didn’t know how to really use them. I had personal goals, but didn’t have any slash pockets to give a physical weight or representation to those personal goals. Your pink slash pockets can be literally anything you want them to be. The nice thing about the Sunday Basket® is it’s fairly private. Nobody’s going into your Sunday Basket®.  The Sunday Basket® holds decades of your future hopes and dreams - personally, financially, for your family, for your home. It keeps the daily running of the house going and your weekly cadence of things coming in, things you need to do, things that can wait until next week. That’s basic 101 Sunday Basket® usage. But the beauty of the Sunday Basket® is that all the next week, next month, next year or next decade ideas can also live in here and not get lost when the opportunity comes or you’re ready to do that big project or that big pink work.  EPISODE RESOURCES:   The Sunday Basket®   Portable Sunday Basket®   The Productive Home Solution®   The Paper Solution®   Sign Up for the Organize 365® Newsletter    Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

590 - Preparing For Projects - Step 1 - The Sunday Basket

Now I want to share a bit of a deep dive about refinement of the Teacher Friday Workbox®. I find it ironic that we basically made up IEPs for the workboxes for teachers that create IEPs for students. Each teacher used their workbox differently due to their teaching knowledge, the way they learn and work, and the work they were responsible for. Jayme decided to purchase a red slash pocket for each student to help the teachers. This way each student had a designated spot for all the documentation each teacher needed for meetings and to qualify for the IEPs. It was also a great place to file away documentation of the student when they were caught being good. It is refreshing to sprinkle in a little positivity during the meetings! Jayme was pleasantly surprised with the teacher’s transparency in their struggles. Some of these teachers were new to the school and all of them were new to special education. They were being very vulnerable with the principal in the room. Just because a training is mandated didn’t mean the teachers were going to talk or be as transparent! We discovered some teachers felt they were touching their red slash pockets too much while other teachers felt overwhelmed by the sea of red, like a glaring light of responsibility begging for their attention. I offered the solution to organize by frequency and quantity of intervention. We took this one step further and gave less frequent weekly interacting students different colors. Jayme added to file them according to the due date. This was a huge relief of stress for the teachers.  The Teacher Friday Workbox® Is an Investment In the Teacher Not The Physical Workbox We also uncovered that it would be beneficial for special education teachers to have an additional (portable) Teacher Friday Workbox®. These are a durable box and the school will likely not have to replace it. Invest in your staff or not, it will not cancel out the complexity of work a special education teacher carries or their cognitive load. These workboxes are there to provide organization for IEPs that the teachers are held accountable to the transformation of each individual student. There’s a lot to organize, ok?  While yes, there is a physical box that goes with this personal development (and Jayme explained giving PGP’s; we call them CEU’s in Ohio), I see this as training, an investment in the person, the human. Some “powers that be” have questioned ownership of these teacher workboxes once the school or district/corporation purchases them. Yes, a teacher could quit and lots of times items the school has purchased for them get left in the classroom on the teacher’s last day. Jayme explained she could see it as an investment in the teacher and how some would see it as a physical product to be left behind. But the incoming teacher would have no knowledge of how to utilize the workbox. The training is like intellectual property now. And if the last scenario played out, the teacher could invest in a new workbox. There are teachers out there already purchasing their own workbox. But they can’t make the building or district change. The principal or superintendent - now that is someone who can encourage change in the building or on a larger scale! Jayme’s building has noticed better communication across the board. Communication has improved due to transparency, work being made visible, teachers not feeling isolated, and work getting accomplished by dividing and conquering.  EPISODE RESOURCES:   Teacher Friday Workbox®   Sign Up for the Organize 365® Newsletter   On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday. Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

Teacher Podcast #7 - Special Ed Off Site Deep Dive Day

We’ve come to the downsizing & legacy stage of life. These are two different things, although I married them together about 6 years ago when I first wrote about this. Naturally people downsize, but I don’t think they always think about the implications of legacy. Some downsizing is based on your family of origin. A lot of people never get to legacy, but legacy can happen at any time. So in this podcast, downsizing isn’t because you are overwhelmed and want to live a minimalist lifestyle. I’m talking about downsizing because you don’t need this big of a house anymore. It’s a natural phase of life where you start to downsize the amount of possessions you have. Downsizing usually happens when you’ve observed or been through a very major life event; it changes your perspective on time forever going forward.  Once you make the shift that people are more important than things, and that you want to spend your time with people instead of taking care of stuff - you start to let go of things on a regular basis. These cascades of downsizing happen 1) for the amount of house you want to clean and maintain, and 2) for the amount of stuff you want to clean and keep from the family of origin you have. This natural wanting to live in a smaller, easier to maintain house typically happens at the end of your 60s and into your 70s. The mental mindset when you have a life-altering event that makes you realize you’re not invincible seems to take place by 70.  What is the purpose or job in this phase of life? For downsizing - it’s to continue to refine and curate the physical items you have around you that you still love and use and bring you joy in this season of life. For legacy - it’s to have around you the things that remind you of who you are, where you came from, the legacy you’ve put into your family and into the world. This is why I’m adamant about not having your memories in your storage room. If you love it and it’s part of your legacy - frame it, put it on a shelf, put it anywhere so you can see it.  What is your capacity in downsizing & legacy? Over time your capacity will slow down, and you’ll really want to use your capacity to spend time with family and friends, do the things you’re uniquely created to do, not more housework. How do we use the physical spaces in our home? You purposefully choose to live in smaller dwelling spaces so the way you use those smaller spaces changes. What scaffolding or support do we need to make this phase of life easier and more productive? We need understanding, for the generations behind this one who aren’t there yet who won’t understand until they are in it, to listen to this podcast and think “yeah, that makes sense.”  EPISODE RESOURCES:   The Paper Solution®   Portable Sunday Basket®   The Sunday Basket®    The Productive Home Solution®   Sign Up for the Organize 365® Newsletter    Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

589 - Housework 70+ Downsizing & Legacy

I just knew in my heart of hearts that the Special Education staff was going to need support. Jayme’s building has ⅓ of the student population that qualifies for special education!! How was I going to give that support? Did the staff have the time? So I called Jayme and we decided on a Zoom class and I invited them to be my guest at my upcoming paper organizing retreat. The staff was excited to learn together and Jayme was creative in carving out time for them to complete the training. On Zoom The Zoom training kind of turned into a Q&A.; The teachers felt prepared for the IEP meetings until Jayme pointed out that if you have to leave during the meeting (which happened often), then they weren’t prepared. So they all threw out challenges and reasons why that happened. It was impactful for me to understand the variables and complexities involved in the IEP process. It was a non judgmental conversation rather quite productive in preparing them, Jayme and staff, and me, for the paper organizing retreat.  The Paper Organizing Retreat  I enjoyed getting to meet Jayme’s Special Education staff and understanding their challenges. It was interesting to learn how much traveling they do and how many entities they are responsible for due to creating IEPs.  And not to mention that all of the IEPs have legal implications...at a Federal level. There are timelines and if one “i” doesn’t get dotted, the whole thing is invalid. I have been on both sides of this process and I know that the IEP meetings are emotionally volatile and the teachers need to be prepared with all the proper documentation. Not having a document or needing to get keys to access a document show unpreparedness and the teacher is perceived to be unorganized and unengaged. Jayme had a unique challenge that in the past her Special Education team had always been experienced and confident in “processing” IEP’s. That was not the case going into this school year. Jayme needed to know just as much as her staff going into this school year. This brought a spotlight on the checklist she THOUGHT everyone had seen and was planning on using. Turned out there were multiple copies, some outdated, and some teachers had not seen the checklists. So there was a new digitally optimized checklist that was created initially in analog as they conversed. They identified tasks that needed to be completed (with dates) before, during, and after the IEP meetings to keep everything legal and moving forward. This was brilliant for Jayme because she had the master and will have it now for her career. The teachers could get access to it and edit it to their process and responsibilities, AND it was all on one page!! Creating Individualized Teacher Workboxes for Those Who Create IEP’s Each teacher embraced the Teacher Friday Workbox®, but they realized they needed to customize it for the student population that they served as well as what felt good to them in an organizational sense. Also, it became obvious how much these teachers are on the move. Traveling between classrooms, meetings, and outside the building. Jayme invested in portable workboxes for the Special Education teachers.  **Can’t wait to find out why Jayme got red slash pockets for each student?? EPISODE RESOURCES:   Teacher Friday Workbox®   Sign Up for the Organize 365® Newsletter   On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday. Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

Teacher Podcast #6 - Special Ed Teachers Started Underwater and Were Drowning

Sorry, I got a little long winded in that last podcast. But you know, the podcast where I talk about your 30s and 40s I can speak to you more authoritatively about because I have lived it. A lot of what I’m saying from here forward is speculation and purely observational. Some things you have to just experience to understand - like giving birth! Being in your 50s is so freeing because you realize that no one is paying attention to what you are doing. They’re worried about themselves, thinking about their own lives, their own dreams, their own hopes, ambitions, time, money, energy and capacity. Chasing who you are uniquely created to be and running after your own uniqueness and becoming as excellent as possible in the thing that you were gifted and created to do is like the rest of my life’s mission.  In your 20s there’s so many possibilities - try it all. In your 30s, you need to be an independent adult. In your 40s you go ok, well…I tried a lot of things in my 20s and 30s and these things aren’t moving into the second half of my life so they need to be decluttered, not only physically but mentally. I think there’s an extended new phase of life here, I’m going to call it “Emerging Uniqueness.” Women today in their 50s, 60s, 70s and 80s have big plans, lofty plans. They love what they are doing and the impact they’re making. Your 50s are a Golden Window…a Golden Decade! If you had your children in your late 30s, this window will shift to later. So where you have your children (if you have them at all) does create where your fixed expenses and time constraints are going to be.  The theme of the 50s to me so far and what I’m observing is that women aren’t done. We haven’t even really gotten started, to be honest. We want to be on the list - on the to do list. Like, we would like to be above the dog. Once you’re decluttered and organized, you have a lot of capacity for the unexpected demands on your time and your money because you know how to move things around mentally and physically on your calendar in order to create the capacity when needed. I think that adulthood is self care. It has nothing to do with bubble baths, spas or whatever. Self care is taking care of yourself. In childhood, your parents took care of you. In emerging adulthood, you’re in between your parents and taking care of yourself. Now is your time.  What is our purpose or our job in this phase of life? Self care. Taking care of yourself and prioritizing yourself, in addition to everyone else that lives in your household. Planning - planning for you and what you’re doing next and continuing to dream - that is your purpose. What is your capacity? HUGE. Huge capacity, income, earning, time, and 50 years worth of knowledge. How do we use the physical spaces in our home? You understand time capacity now. You understand how limited it is, but also how exponential it is. So, just get your homework done. Once your physical spaces are decluttered and organized, you’re not in accumulation anymore - so it will stay maintained. What scaffolding or support do we need to make this phase of life easier and more productive? Once you’ve done The Productive Home Solution® and The Paper Solution®, what you need is Planning Day. Not only will Planning Days help you plan the next 120 days, it will encourage you, inspire you, motivate you, and hold you accountable to keep growing, reaching further, and dreaming about what is possible. Make a list of the things that you want to do, be, and have in the second half of your life…and then start going after it!  EPISODE RESOURCES:   The Productive Home Solution®   The Paper Solution®   The Sunday Basket® Home Planning Day   Sign Up for the Organize 365® Newsletter    Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

End of the Year Business Tax Prep & 2023 Certification Dates

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