Home and Work Spaces

Organizing your home or office workspace ergonomically and aesthetically can increase efficiency and make a professional first impression. We can optimize your space and filing systems so you can quickly and consistently put your hands on what you need even when you are on the go.

  • Declutter and organize
  • Storage solutions
  • Space planning
  • Furniture selection
  • Equipment and office supplies
  • Travelling offices

Workflow and Tools

Busy professionals and families need tools and customized systems (workflows) to manage information coming from paper and digital sources. Integrate technology with your paper workflows, so you will have more control over your activities, information, priorities, and commitments. Invest in the tools to make your habits stick.

  • Cloud computing
  • Project planning
  • Handy reference
  • Email and tasking efficiency
  • Tracking and tagging systems
  • Templates and checklists
  • Multiple calendars and activities
  • Procedures and documentation

Digital Training

There are many digital solutions and we offer techniques and tips on how to use organizing software within a system that allows you to gather, organize, update, collaborate, and process information quickly on multiple devices.

  • OneDrive, Google Drive, Dropbox and iCloud
  • Outlook and Toodledo
  • Onenote and Evernote
  • Word and Google Docs
  • SharePoint
  • Outlook Mobile, Office Lens, TaskTask, Google Keep
  • Lastpass

Productivity Consulting

Is it a disorganized space? Poor planning skills? or Not well equipped? We offer skills training and resources that will help you navigate your day-to-day schedule, to-do list, and workspace.

Whether you are a solopreneur, an executive or a high-achieving student if you are wanting to optimize your workspace and increase productivity, I am here to help you gain clarity and momentum.

  • Assess situation, needs, and identify goals
  • Discover your blocks to productivity
  • Develop powerful habits, routines, and mindset
  • Use the right tools for productivity
  • Develop effective file management systems
  • Learn time management and prioritization
  • Get projects and tasks underway
  • Review alignment with your purpose

Delivery of Services

You may wish to do the hands-on work yourself. Organize to Optimize will provide suggestions on a plan, where to start, sustainable systems, organizational products, and other helpful resources.
You may wish to have help executing the plan. Organize to Optimize will arrive at the agreed upon time and in collaboration will coordinate the decluttering and reorganizing process. The strategic process and outcome will be based on your needs and goals.
Similar to consulting services, but we will meet via Skype or Facetime, and you will be directed through the decluttering, sorting, and organizing process virtually.

The first meeting often begins with a phone call and an overview of your situation. We will arrange 60-120 minute site assessment to determine the goals, scope, budget, and timeline. At this stage there is no obligation to hire Organize to Optimize. It is an opportunity for us to determine if Organize to Optimize is a good fit for your project. The rates for services are outlined below. You may consider pay as you go or with a retainer to obtain a discounted rate.

Site Assessment $40 for the first hour (Additional time added to a session is charged at 15 minute increments)
On-site Transformation & Productivity Consulting $50 p/hr (3 hr min/appt)
Electronic Organizing and Training $65 p/hr (2 hr min/appt)
Off-site sourcing and errands $50 p/hr

We require a minimum of three hours for onsite work. Retainers of 6 hours and more offer reduced hourly rates. Retainers must be used within 12 months from the date of purchase.

Transformation Retainers and Rates
$450 Retainer - Pursuit of Well-being for $435
$750 Retainer - Unstoppable Momentum for $725
$1500 Retainer - Free at Last for $1435

Full payment is due after the session. Retainer purchased must be paid in full after the first session to get the discounted rate and are subject to change without notice.

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