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OD1-119 Creating a Household Information Management System

Course Description
Managing the information that comes into a busy household can be a challenge, even for the most organized. As a professional organizer, you may be asked to work with household members to help them understand and organize the information that comes into a home, whether it’s in the form of an email, a text, a phone call or snail mail. In this class, you’ll learn what to do with any piece of information from the time it comes into a household until it’s filed, deleted or tossed. We’ll show you options you’ll be able to take back to your clients as well as things you need to consider as you create their household information management system.

Learning Objectives 
1. Assess the information that comes in, regardless of the delivery method.
2. Determine what, if any, action needs to be taken and when.
3. Identify key household players who will be responsible for managing the information.
4. Manage paper or digital files using a workable filing system.
5. Set up a simple Document Retention Schedule.
6. Create a maintenance schedule. 

Instructor: Holly Uverity
Total Time: 98 minutes
CEUs: 1.5 

Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.