3-5: Mastering Shared Trello Boards for Effective Team Organizing and Client Productivity

Katherine Lawrence, CPO

Technology Pro

INTERMEDIATE & ADVANCED

Learn to use Trello, a visually appealing, easy to use project management tool to keep your clients and team on task.  Trello allows you to create digital, customizable, and shareable action plans for managing organizing projects. Keep all team members including the client on-track and moving forward throughout your sessions. Save time by listing all action items in one place instead of emailing to-do items or reminders to your clients and team members.  

Session Objectives:
- Understand the basics of Trello including creating boards, lists, cards, and simple workflow plans.
- Learn to create an updatable, digital action plan as well as a template to copy and reuse with each new client.
- Create shared boards with clients and team members to keep everyone on task and productive by creating comments, checklists, and shared links to communicate with the entire team.  

Katherine Lawrence, CPO

Katherine is a Certified Professional Organizer (CPO), veteran NAPO member, and 3-time presenter approaching 20 years in the business of home organizing. Specializing in team organizing, relocation, and whole-home decluttering and organizing. She has mentored, coached, and trained upcoming organizers since 2004 and in 2018 launched a YouTube channel and online school dedicated to producing top-notch professionals and elevating the field of Professional Organizers. Her business Space Matters helps clients live a life with less clutter and make space for the things that truly matter.