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  1. Courses
  2. OD 4-425 Organizing for Lif...

OD 4-425 Organizing for Life's Unexpected Curve Balls

Course Description
We are often given deep and personal access to our clients and the mechanics of their lives. We have a unique opportunity to engage our clients in important conversations, and encourage them to be prepared should the unexpected happens: a sudden medical event, emergency evacuation, or the death of a loved one. We will discuss a range of practicalities: from the familiar legal documentation, to the often overlooked financial side of automatic payments and recurring subscriptions, to the intricacies of social media and our online footprint. In addition, for business owners we will cover tips on how to create a plan for business continuity or closure. Organizers/Productivity Consultants will gain tools and learn about resources to become valuable assets to their clients.

Learning Objectives

1. Learn and define the types of life events (both positive and negative) that warrant documenting for ourselves and loved ones. 
2. Acquire a basic understanding of estate planning, and the traditional legal, financial and medical documents that will be encountered (wills, trusts, power of attorney, advanced medical directives, insurance), who should have access and know where they can be found. 
3. Learn to find the "invisible threads" that are tied to so much of our lives such as online banking, social media, recurring subscriptions, and what questions to ask our clients in the process.
4. Understand the storage options available: paper, hard drive/local drive, cloud based. Helping client understand the benefits/challenges of each and how they align with client comfort levels. 
5. Develop systems to document, store, and share this information in a structured way.
6. Learn ways to maintain client engagement and demonstrate value through piece of mind and ease in everyday life.
7. Able to define scope of expertise and when appropriate to engage others in the client's team. 
8. Questions Professional organizers and Productivity Consultants should ask themselves before offering these types of services so they have appropriate business protections in place. 

Instructor: Annette Adamska
Total Time: 2 hours and 8 minutes
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.

$135.00 - $235.00
Member
$135.00
Non-Member
$235.00
Items Included in the Purchase of this Course

Slides & Handouts

Section: 2 Documents

Module 1: Introduction to Organizing for Life's Unexpected Curve Balls

Presentation: 13 min 39 sec

Module 2: Why Plan & Organize?

Presentation: 13 min 48 sec

Module 3: The Basics of Estate Planning

Presentation: 23 min 11 sec

Module 4: Invisible Threads

Presentation: 19 min 20 sec

Module 5: Where Does It Go?

Presentation: 10 min 41 sec

Module 6: Document, Store, & Share

Presentation: 33 min 47 sec

Module 7: Coming Full Circle

Presentation: 3 min 53 sec

Module 8: Stay in Your Lane

Presentation: 4 min 21 sec

Module 9: Are You Ready to Provide These Services?

Presentation: 5 min 48 sec

Course Evaluation: OD 4-425

Survey: 2.0 CEU 9 questions

Certificate of Completion

Certificate: 0/10 Course items completed
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