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OD2-202 Paper Management Systems for Residential Clients

Course Description
Learn the key ingredients in helping your clients develop successful paper management systems. In this class you’ll learn how to assess clients’ paper management goals, challenges and styles. We’ll discuss how to develop effective systems to process mail, reduce paper and handle action papers. We’ll review how to create or tweak a file system and eliminate a backlog of paper. Lastly, we’ll cover how to help clients develop systems to maintain control of their paper.

Learning Objectives
1. Assess clients’ paper management goals, challenges and styles
2. Help clients develop effective systems to process their mail, reduce paper and handle action papers
3. Create or tweak a file system and eliminate a backlog of paper
4. Help clients develop systems to maintain control of their paper


Instructor: Eileen Tozzi
Total Time: 2 hours
CEUs:
 2.0


Code Words
Please be sure to listen for and record the code words given verbally by the instructor during this class. You will be required to list the code words in order to receive your certificate of completion.