Busy Psychologist, Brand New Office

Dr. Shoshana Bennett, author of Postpartum Depression for Dummies and sought-after conference speaker, moved her office to a new location. She called Keeping Order for help putting everything in its place.

Keeping Order's ability to select useful products and find talented resources was a great benefit to this client. “Next Steps” included:

• New filing system and purchase of an additional filing cabinet.
• Setup of project files.
• Setup of a mail sorting area.
• Dedicated storage for materials belonging to her other business ventures.
• Designating space for office supplies, stocked with appropriate containers.
• Hiring a bookkeeper and a virtual assistant.

Speaker with Lots on Her Plate

Jill Lublin, nationally known speaker and author of Get Noticed…Get Referrals, needs to manage, from her three-person office, all of her client work, writing, media appearances, workshops, networking, and staff tasks along with caring for her aging parent, and her own personal interests.

Keeping Order, working one day each month with this client, implemented “Next Steps” and implemented systems to help her meet her assessed goal. Results include:

• Daily, weekly, and monthly tasks clearly outlined.
• Scheduling less each day to leave room for emergencies, with increased mindfulness how travel days impact scheduling.
• Designation of desk top files for current projects.
• Standardized paper flow.
• Regular status reporting from staff members.

Association Office, Changing Habits

Staff of six at regional association office realized that doing things “the same old way” wasn’t working anymore.

Keeping Order worked with the staff for one-half day each month for one year. Lee Ann held group meetings and also coached each staff member at their desk area. Lee Ann’s implementation of “Next Steps” resulted in:

• New paper retention process. Files were purged and documents were either filed, scanned for archiving, or thrown out/shredded.
• Communal area reorganization with defined sub-areas.
• Purchase of appropriate tools, supplies, and products for each worker’s needs.
• Upgrade of MS Outlook version to allow calendar sharing and conference room scheduling.
• Eliminated duplication of effort by reorganizing fields on corporate database.

Likes Patients, Not Paper

Doctor wanted a better work flow process and organization of documents to have bills, vendor invoices, and insurance papers were processed efficiently and effectively.

Keeping Order’s “Next Steps” included the following suggestions:

• Purge old records; archive and place in storage.
• Hire temp help to handle filing.
• Set up area to process documents.
• Set up auto pay for bills.
• Rearrange office furniture for optimal work flow.
• Reconfigured back office layout and usage