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Starting An Organizing Business (4 Part Class)
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November 17 ,18, 19 & 20 2015 1:00 pm - 3:00 pm CT, 2:00 pm - 4:00 pm ET $360 members/$460 nonmembers

When: 11/17/2015
From 2:00 PM until 4:00 PM
Contact: Genesis Guevarra

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Designed for new and prospective professional organizers, or organizers who missed some of the basics, this teleclass will be offered in four parts on successive evenings over a four week period. This all-inclusive NAPO class delivers a blueprint for launching and growing your business. Take charge of your career. Learn strategies for successful needs assessments, effective marketing initiatives, pricing your services and business basics. Students will develop a "Learning Plan" for themselves throughout the course so that they will have some clear next steps. A must take class to gain the knowledge and confidence to ensure success.

Upon completion of this course, attendees will be able to:

  • Recognize the skills needed to run a professional organizing business.
  • Identify ideas for marketing their business.
  • Determine their fair market value for services.
  • Conduct a preliminary needs assessment.
  • Have a plan identifying their next steps in developing their business.
  • Know how to access additional resources for all the topics presented.


NAPO Core Competency areas covered: I - Preliminary Interview and IV - Ethics

In this class you will learn:

  • To Be or Not To Be a "Professional" Organizer
    • NAPO's definition of a Professional Organizer
    • NAPO's approved specialty list
    • Are you an Organizer or a "Professional" Organizer?
  • Getting Yourself Organized
    • Planning your business
    • Planning your time as a new organizer
    • Planning your growth
  • Get the Business Started
    • Traits of a successful entrepreneur
    • Business entities overview
    • Insurances to consider
    • Legal issues
    • Transition to self-employment
    • Tools for the new business
    • Financial Overview
    • Financials
    • Pricing and fees
    • Payment: policies, cancellations, invoicing, taking credit cards
    • Bookkeeping and accounting
    • Estimated taxes and tax returns; sales tax
  • Marketing – Getting Started
    • Marketing is/is not
    • Marketing strategies
    • Maximizing exposure
    • Starting package
  • Conducting Needs Assessments
    • What is a Needs Assessment?
    • Two Different Models
    • Variables in conducting a Needs Assessment
    • Case Studies
    • New Organizer Pitfalls
  • Professionalism, Ethics & Competition
    • What is a "Professional"
    • Elements of your Professional Image
    • Ethics vs. Professionalism
    • NAPO Code of Ethics
    • Consequences of breach of ethics
    • Dealing with competition
    • Responding to illegal activity
  • Down and Dirty: Know what you're getting into
    • Reality and Risks
    • Self-protection & common sense
    • Tools for the job
  • Next Steps
    • Using your Learning Plan

Prerequisites: None

Instructor: Geralin Thomas CPO-CD®, Metropolitan Organizing

Format of course: Webinar

Location: Online (*Please note: The dial-in number for this course is not a toll-free number. Registrants are advised to utilize a long-distance service that provides cost-effective rates for extended-length calls. In addition, use of land-based phone is strongly encouraged.)

Class size: Class is limited to a minimum of 15 and a maximum of 50 participants. If the minimum requirement is not met, course registrants will be transferred to the next offering of this class, free of charge.

Cost: $360 members/$460 non-members

Confirmation and Course Materials: Confirmation of registration & course materials will be emailed to you at least three days prior to the course start date. If you do not receive this email, it is your responsibility to contact NAPO (via phone: 856.380.6828or email: at least 24 hours prior to the course start date.

Cancellation and Transfer Policy: ALL CANCELLATIONS AND TRANSFER REQUESTS MUST BE MADE IN WRITING. A $10 processing fee will be charged for all cancellations or transfers. No refunds will be made on cancellations received less than one week before the course. No transfer requests will be honored once course information is received. Transfers will be accommodated based on course availability.

*Please Note: The registration rate includes all four sessions.

Disclaimer: This course may be recorded and may be offered for sale at NAPO's sole discretion. By signing up for the course, you irrevocably grant NAPO all rights in any contribution you make to the recording.

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