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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: Ellen Tozzi
Total Time: 2 hours
CEUs: 2.0

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.