Home / Beyond Organized / ‘Organizing With Ramona’ Workshops And Teleseminars / Paper, Filing, And Information Management Workshop Topics
There are a lot of “i’s” to dot and “t’s” to cross (why is it never “j’s” to dot and “x’s” to cross?) when you start a business — make sure you’re not overlooking an important administrative or legal to-do, with this assemblage of “get-your-litigitory-ducks-in-a-row-before-you-end-up-in-court” seminars. The content is based on my book, “The Professional Organizer’s Bible: A Slightly Irreverent And Completely Unorthodox Guide For Turning Clutter Into A Career” — however, these workshops are appropriate for all consultants and freelancers (from organizing to graphic art, from personal training to accounting, from interior design to project management — and everything in-between). If you’re an independent contractor who sees clients (and plans on maybe getting paid for your services) — this educational series is for you!
Each can be scheduled for any size professional group as a live private teleseminar/webinar or an in-person event — I’m prepared to give you anywhere from 90 minutes of my life to several days in a row, whatever it takes to make sure you understand the concepts you need to succeed. I’m also happy to shorten, lengthen, cut-and-paste, moosh together multiple topics, or otherwise customize the content to suit your attendees’ schedule, interests, and budget. And if you’re one lone entrepreneur flying solo in the world, you can certainly purchase a pre-recorded download of the program to listen to in the comfort of your own home/office. (Just as soon as I get a chance to tape it fer ya!)
Avoiding information overload (of the physical or electronic kind) is about having a functional relationship with your data — one that includes the liberal drawing of healthier frigging boundaries! This workshop challenges some key misconceptions about managing the in/out box — offering tips for creating more effective systems to stay on top of paper and virtual files:
Computer be damned — paper is still the #1 organizing thorn in most people’s sides! Any get-your-life-in-order strategy needs to begin with that stack of documents cluttering the desk (or countertop). This workshop examines the most typical filing, to-do, and junk mail woes folks face — offering a mix of practical strategies for improving each situation:
There’s no one “right” method for managing paper — there are as many ways to handle a document as there are people on the planet! And it may take a few different systems to get everything under control — to-dos, information for future reference, hard copies, and electronic data. This workshop offers practical strategies for making any organizing style more effective:
Making the decision to toss information is harder than getting rid of physical “stuff” — because there are so many more potential consequences (especially with legal or financial paperwork). This workshop helps you logically consider the pros and cons of keeping each document, including a detailed look at the official records retention guidelines you should be following:
Rather than dropping that mish-mosh of paper on the desk (or counter), what if you took a sec and sorted those documents according to the action they require? Then actually scheduled time in your calendar to tackle each to-do? No more piles or missed deadlines! This workshop teaches a quick and easy system for making the daily deluge much more manageable:
We all have our funky filing foibles — and while there’s no right or wrong way to do it, if you’re having trouble finding a document you’ve stashed away, it might be time for a few adjustments! This workshop looks at each paper personality’s strengths and weaknesses, then offers a few tricks for turning those information management “fails” into long-lasting successes:
Sometimes piles are inevitable, but stacks are more often sign of stagnation — an indication that your system has not evolved to meet your changing information management needs. This workshop offers techniques for preventing paper accumulation by keeping it flowing — across your desk, through to completion, and into files that continue to grow with you over the years:
This is a vexing question for most folks to answer — because honestly, they haven’t got a clue. But it’s dangerous to toss (or keep) a document willy-nilly, with no real understanding of “why” — especially when those kindly governmental agencies have worked so hard to set expiration dates for you. This workshop explains exactly when to let go of each type of paper in your life:
There’s more to staying on top of paper than placing an in-box on your desk! This workshop examines the many different components of a good information management system — from the old philosophy that “the less you have, the easier it is to organize” to alternative document storage solutions, from quality categorization to the long-term care and feeding of your files:
Filing is one thing — but effective filing is a completely different beast! Knowing where to put a document once you’re done with it (and then being able to find it again when you need it in the future) is about constructing a classification system that suits your way of thinking, work style, and relationship with your paper — and this workshop will help you do exactly that:
So what exactly should you have on hand when starting a paper-and-information organizing project? How can you have any clue what supplies you’ll need? Or be able to accurately estimate how much space your documents will take up? This workshop walks you through the types of tools (both physical and informational) that will make your filing go more smoothly:
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Ramona Creel is an award-winning 15-year veteran organizer and member of the National Association Of Professional Organizers. As well as having birthed “The A-To-Z Of Getting Organized,” Ramona is also the author of “The Professional Organizer’s Bible: A Slightly Irreverent And Completely Unorthodox Guide For Turning Clutter Into A Career”—and the creator of more than 200 “quick-start” business tools and templates for use by productivity professionals. She writes seven different blogs, has worked with hundreds of clients, and has delivered scores of presentations on getting organized. Ramona resides on the roads of America as a full-time RVer—living and working in a 29-foot Airstream. Learn more at and RamonaCreel.com.
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