Posted By IOTeam

Mint.com logoOrganizing Expert Interview With Donna & Karen
 

       "Disorganization causes people to lose credibility. Their reputation suffers. They lose clients and miss opportunities because of lack of follow-up. They pay penalties due to late payment of bills, and other financial problems such as credit worthiness, etc.," say Karen Simon and Donna McMillan, co-founders of Island Organizers.

       How do you avoid all this? Karen and Donna were featured in an Organizing Expert Interview on Intuit's Mint.com ("online" version of Quicken). In the interview, they discuss:

  • ways to safeguard and backup financial info to prepare for disaster
  • going paperless and online finances
  • tricks for organizing financial information  
  • our favorite organizing tools for paperwork and digital info

‚Äč       Read the article to find out how YOU can be free of the struggles, stresses, and strains of disorganization!

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Learn skills and techniques to manage finances, time, digital tools, and more with Online Sessions and Private Appointments


 
Posted By IOTeam

      Virtual office, collaborative tools, project management. At Island Organizers, one of the main tools that we use to keep our projects on track is a cloud-based collaboration app (aka "workspace"). It's a "rented" space on the web  for all of our working documents, forms, idea pages, rough drafts, to-do's, etc. Each person in our business can see (or refer to), share or add/edit.

      Collaboration apps are not to be confused with ones that just store documents online like Dropbox or Box.com. They offer so much more! By keeping our company's projects and shared documents in our workspace, when someone adds or changes something or completes a task, we all receive an email notice. (I prefer to have it send me weekly updates instead.) So we all know what's up next.

        When we're working on a document together, we are on the phone with one person editing and others watch live! We no longer send email back and forth with documents attached (translation: no more email attachments!). There's no more keeping track of who has the latest version on their computer (translation: less files to store and less confusion).

 

      There's no more confusion about who's doing what on a project - the task lists keep us on track (translation: get things done on time!). I no longer carry "cheat sheets" for computer tricks, fixes and forms (translation: no more hauling paper around with me!).
       I'm hesitant to maintain my client folders in the workspace, though, mainly because there's sensitive information in them. So, based on your preference, I don't recommend putting all types of documents in the cloud.

       But, if you need a place to work that is accessible from any computer or e-device that keeps track of where you left off, a collaboration tool may be just the answer!

 

Excerpt from eNews: Organizing Today. Read full issue...


 
Posted By IOTeam

Virtual Organizing thumbs up

 

 

 

 

Organizing is a valuable investment of time and energy. Virtual Organizing is an innovative process to help you become and stay organized. Via phone coaching, email, digital photos and/or video calls, targeted sessions focus on your goals.  By hiring an expert, you receive the guidance and support you need so you learn the skills it takes to FINALLY get organized.

Who benefits from Virtual Organizing Services?

  • Individuals with specific areas that need to be organized
  • Busy business owners who need a "jump start" for re-organizing their office 
  • Self-motivators, self-starters, DYI-ers (do-it-yourself) who are ready to change habits
  • New entrepreneurs who need procedures established
  • Solopreneurs and others who want to maximize their use of technology

Why use Virtual Organizing Services?

Some people have the desire and motivation to get organized but lack specific skills and need a guide. Virtual Organizing is also the perfect fit for those who:

  • Don’t know where to start & how to proceed
  • Can dedicate time to organize in small bites (1-2 hours at a time)
  • Are ready to learn techniques and solutions from experienced professionals
  • Can't find qualified organizing skills trainers in their area

How Does It Work?

By simply using your telephone, digital photos and email, we quickly become your organizing coach/trainer. Get all your questions answered and discover customized solutions. Learn how to become and stay organized – you apply the proven methods that you need to gain control of your time, space and information.

Each session will be empowering, educational and (yes) fun! We transfer organizing skills that you can use forever! You don't have to get organized alone!

More about Virtual Organizing Services

photo courtesy of imagerymajestic at freedigitalphotos.net 

Contact Us:  808-943-2053 & 310-391-7392


 
Posted By IOTeam

by Karen Simon , Island Organizers

eCalendar

     It's time to set up your calendar for the coming year with birthdays, holidays and special occasions. Before the days of electronic calendars, you'd take out both your new and old calendars or date books. You flip each page of the old to write your days to remember into the new. Those who use an eCalendar on their smartphone, computer and/or tablet can take advantage of the three most useful features that save the time and energy of this chore.

#1 - Recurring/Repeat Events: Birthdays, holidays and annual events that fall on the same day of the year can be plugged in once and will appear every year thereafter.

#2 - Import the holidays: Some holidays occur on different days each year, e.g., Thanksgiving, and some religious holidays. With most eCalendars, these dates can be automatically added in a blink by downloading a small file. Smartphone and tablet users can go to the app or Play Store. Web calendar (Google, Yahoo, etc.) users can just check a box to "turn on" holiday calendars to show the holidays. Note: for Calendar apps like Outlook or iCal and others, do an internet search on "import US holidays" to download. Get it on one device and the dates will sync with all your devices!
#3 - Reminders/Alarms: Especially with birthdays, take advantage of the alarm or reminder feature to notify you several days or weeks in advance of special dates so you have ample time to buy and mail cards or gifts. eCalendars can sound an alarm or popup a reminder; some send a reminder email when it's time.

Start your year off with an organized calendar. Take advantage of our Get Organized Month (January) specials, including one that includes help with e-Calendars! Ask me how to do it now.

Contact Us:  808-943-2053 & 310-391-7392

 


 
Posted By IOTeam

by Donna D. McMillan, Island Organizers

    As a childhood Girl Scout, I learned so many life lessons - such as “Being Prepared.” That motto means to always be in readiness to do your duty.  As a longtime Professional Organizer, I’ve seen via countless client experiences, how valuable it is to be ready for disasters and medical emergencies. They usually happen without warning, anytime and anywhere. 

    "That'll never happen to me," people believe. They just don't want to think about the possibility! In reality, it's better to be prepared and never need it. According to AARP, a medical emergency can be a frightening, all-too-frequent experience that few people are prepared for. Are you??? 

    Recently, a client was unexpectedly told that she was to have surgery in six days. We helped her to get ready by organizing …

     • VIP (very important paperwork): Advance Directive, Power of Attorney, current list of drugs/supplements, allergies, eyeglasses prescription, up-to-date medical history, health insurance card, drivers license and credit card.
     • People: inform key persons of plans, list of personal & professional contacts, phone numbers & email addresses: family, friends, doctors, insurance agents, and ICE (in case of emergency) contacts added to cell phone. Appoint one or two organized individuals to assist and manage: tasks, people, research and paperwork while recovering.
     • Tasks: pay bills in advance and keep list handy, do bank deposits, get cash, backup digital data, ensure business will continue, do laundry and prepare home for absence, pack personal bag & electronic equipment for hospital.
     • Post-Op: grocery list, supplies & home medical equipment list, Home Care services if required, schedule friends/helpers to visit at hospital & home. Set-up a portable file to collect medical paperwork, etc. 

    All vital personal and legal documents should be updated frequently and stored together in a safe, convenient location. Inform loved ones of access to emergency documents. Make copies for special people or use & give access to a web service like SafelyFiled. Create ongoing lists of questions to ask doctors, insurance agents and other professionals who can help and support. 

    Organizing all of this, for some, is time-consuming, overwhelming and emotional. Are you prepared? Got other tips for our readers? Share a Comment.

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Resources:

Hear our Teleclass: Your Disaster Plan Is Not Just A Kit

Get a discount on SafelyFiled & Learn about SafelyMD

Contact Us:  808-943-2053 & 310-391-7392


 


 
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