Keeping Order has a well-tested but flexible process for working with our clients. We generally work with you at your office but we often consult on the phone with clients, particular those on the East Coast. For all clients, whether your business is large or small, we offer various service packages.
Keeping Order begins work with each client with an Assessment. Based on the Assessment, we present you with recommended “Next Steps.” Most clients then continue to work with Lee Ann, who implements the Next Steps for you and with you. Depending on your Next Steps, you can retain Keeping Order to complete them in one appointment or subsequent on-going appointments.
Lee Ann assesses not just the physical layout of your office and work space, but discusses with you your needs, goals, and specific problems related to the business. Perhaps you are concerned with missed deadlines, or with missing dinner with your family. Or is your challenge all those files, all that paper? Lee Ann will capture all these concerns on the assessment, with the Next Steps to improve the business process problems.
Once the assessment is complete, Lee Ann provides you her recommended Next Steps. She’ll also begin to implement them: An Assessment includes at least one Next Step appointment during which Lee Ann will roll up her sleeves and get to work, right in your office! You can then retain her for further appointments to complete all Next Steps and keep the ball rolling.
Next Step appointments are for either a half day or a whole day. They can be scheduled as often as weekly but need to occur at least monthly.
Among the tasks Keeping Order handles during Next Step appointments are:
Space Planning
Documents Management (Paper or Electronic)
Managing Your Schedule
Work Flow Process
Purchasing
Recommending Resources
Keeping Order works one-to-one with each client. Each person’s combination of work habits and office setup is unique! These basic packages will help you understand ways in which Lee Ann can come into your work environment and help you implement organized work solutions.
Corporate packages
For one executive and their assistant. Next Step appointments can be one-half day or whole day.
A. Assessment and one Next Step appointment.
B. Assessment and three Next Step appointments.
C. Assessment and Next Step Appointments monthly for 12 months.
D. Workshop for your employees and 1 hour one-to-one with each employee at their work area.
Please contact Keeping Order for pricing on these packages.
Business Office packages
For a business with a staff of 1-10 people. All appointments include owner and whichever personnel they choose to include.
A. Assessment and one Next Step appointment.
B. Assessment and immediate 4-hour of “Next Steps” on same day, with second Next Step appointment the following week.
C. Assessment and immediate 4-hour of “Next Steps” on same day, with five Next Step appointments. (12 Next Step appointments is an available option.)
Please contact Keeping Order for pricing on these packages.
We’re all spending more time working virtually to get things done. That includes virtual work with Lee Ann as your efficiency expert: Phone time rather than face time.
Lee Ann consults by phone with executives and business owners, helping them determine and tackle their “Next Step” issues.
Call Lee Ann to discuss how virtual consulting can help you and your business processes.
Lee Ann's calm, non-judgmental and systematic approach has created order for me. Not only that, her systems are realistic and I continue to use them easily.
Business Coach and Culinary Director, Harvest Market, Fort Bragg
Lee Ann worked with the office manager setting up systems for paperwork and documents that two people handle. Not only did the process work, my assistant is more functional and efficient with her front office duties, that I decreased a position, saving me $55K/year in salary costs. Quite a savings.
Dr. Tony Margiotta,
