How do we move from being a productive person who can get a lot done in a day to someone who can really set and achieve bigger goals that are going to make a marked difference in the world? The way to become more impactful doesn't come from productivity, it doesn't come from apps, and it doesn't come from digitizing things. It comes from increasing your organization.

In order to build the tracks for your work train, you have to establish work systems, processes and habits. In Workbox Planning Day, we talk about having a beginning of the day routine, a midday routine, and an end of the day routine. Then you can add in Friday Workbox® coworking time each Friday, and Planning Day every quarter. Now there will be the new Workbox Planning Day Implementation event that will kick off next week, and will continually happen every quarter. You have to build these tracks first so that you can move forward faster. Having these three routines each day gives you guardrails and allows you to task stack different things at different times of the day so that you have more capacity and more time to work on your purple projects and move new initiatives forward through the company.

Now you're moving faster because these habits and routines have reduced your decision making fatigue. You've task stacked as many of your green tasks into these bucketed times each day and week so that you have more free time to work on the other colors - pink, purple and blue. Now it's time to build the train cars. How you build your work train cars is very customized. What your train looks like throughout your career is also very customized. Interestingly, you can get your work train up and running faster than your home train. Typically it only takes a year - if you're an employee. If you're a business owner, it's a lifetime pursuit. You're never going to be done because you're always reorganizing the train tracks, moving around the cars or adding and subtracting them. It's basically one big game.

The first work train car will be the Business Friday Workbox®. This will teach you there are four different kinds of work; four different roles you play in your job. Everyone has four: pink, purple, blue and green. Once you figure out what those are, we're going to optimize those four kinds of work over the course of one year. The second train car are the Workbox Planning Days. Until you learn how to plan, how to use your Friday Workbox®, it's really just a pretty way of organizing your to do list. Until you learn to plan the work that's within the workbox, it's very reactive. You might speed up a little, but you will not have the impact that you want to have. How do you take the green work (administrative) and task stack it in as small amount of time as possible at regular intervals throughout the day so that you can increase the capacity you have for the pink, purple and blue work?

Once you start going through the Planning Days, you start to proactively and purposefully plan out what your initiatives are going to be in the next 90 days. You start doing less, but getting more in depth. You delete or delegate projects, you streamline your goals and stop overcommitting. You realize how cyclical work is and how much it's related to home.

There are other things that are going to slow down your train - like losing a team member, adding a team member, a new product, losing a product, and so on. Every time you pull into the station, you will go through every single train car. Every 90 days, every quarter. I would love for you to join me for the Workbox Planning Day Implementation event next week. It will be the 13th week of every quarter from now on, so you can add this into your coaching package in order to keep your train running. My job is to get you more productive and profitable so that you can avail yourself of all of those great coaches thereafter.

EPISODE RESOURCES:

Business Friday Workbox®

Workbox Planning Day

Workbox Implementation Day

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TEN YEARS! You have been able to catch this multi-weekly, ad free podcast for 10 years. I am not so good at reflecting and patting myself on the back. But the team insisted because it’s not just my podcast journey or their podcast journey, but it’s been yours too. Cheers to 10 years! Thank YOU!

How did the podcast start?

You know the planner that I am, so how do you think the Organize 365® Podcast came to be? I was in direct sales before I started this company, right? So I thought I’d start a podcast and kind of feel out the process. I got to use my teacher skills to teach other direct sales consultants how to grow their businesses. Once I identified as a podcaster, I knew I wanted to start one for Organize 365®. When I start something new, I always ask myself, “On what level can I do this consistently for the rest of my life?” Yes, I am that intense. Consistency is important. So I made an intentional one year plan of episodes. Fast forward 10 years and here we are! I get so much joy from talking to you. It’s fun to look back at how my life was 10 years ago. We all change so much. Some listeners say they resonate more with the old Lisa because of the phase of life I was in then.

I was sitting in church one Sunday thinking about the number of people in attendance. After some rough math, I realized that most of the episodes get more downloads than people that were in attendance that day. It’s really incredible! I just kept taking the next step with the podcast over the years. Now there are 23 million overall downloads and we are in the top 5% of all podcasts! This podcast has enabled me to make such a large impact. You start something, keep improving your skills, you collaborate with others and before you know it, you get to do something bigger because others in that same space come alongside you and help you make that impact. That’s what we continue to do at Organize 365®. Thank YOU!!

We continue to iterate

Do you remember the SMARTIE goals? Well the I is for iterate. And at Organize 365® there have been many iterations due to the phase of business we have been in. We have produced series and some stay, some get put into private playlists for some of our courses, and some get retired. We currently have three kinds of podcast episodes.

Coffee Chats: This information is usually time sensitive, like an alert. Some of these episodes expire so we pull them when the content is no longer relevant.

Wednesday Transformation with YOU!: These episodes are members from our community who come on the podcast to share the transformation they have experienced by implementing some of the Organize 365® systems. **Please apply!! Please!!

Friday: I try to pack these episodes full of useful information. These episodes usually pertain to the energy for the time of year

Ways to win:

• Take a few minutes to figure out in your podcast player, how to leave a review and rate the Organize 365® Podcast. Note: Written reviews can only be left in Apple.

• Post one of your favorite episodes on Facebook or Instagram and tag Organize 365®. You can do this weekly!

• Post one of your favorite episodes on LinkedIn and tag Lisa Woodruff. You can do this weekly!

What you’ll win:

• Organize 365® Tote Bag

• Sunday Basket® Bookmark

• Bumper Sticker

• Organize 365® Colored Pencils

Good Luck!!

EPISODE RESOURCES:

• SMARTIES Goal Printable

• Wednesday Podcast Guest Application

• Tag us on Facebook @organize365

• Tag us on Instagram @organize365

• Tag Lisa on LinkedIn @LisaWoodruff

• 10 Year Anniversary Giveaway Entry Form

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media.

How do you remember what you need to do for the people you need to do it for, I mean really? Information management is the organization that will allow you to make informed decisions for the people, appointments, and processes in your life. The Sunday Basket® takes care of active papers, but some papers you need to hang on to. There are no more actions to do with this type of paper, but they are critical for future reference. I have a binder system, within The Paper Solution, to help you manage all the informational papers.

Medical Binder

The Medical Binder has allowed me to have many informed conversations with doctors that have led to not needing tests they may have required otherwise or access to medications the doctor may not have considered. I wanted to try to go on Clonidine to help with my hot flashes due to a hunch I had. I had my medical history with me in my Medical Binder. You know why I had it with me? My doctor does not digitize my records. So there aren’t multiple medical records “talking to each other” or being updated. Being prepared for conversations with your doctor can elevate your conversations and the consideration your doctor gives to your concerns or desires. This worked to my advantage many times with my children as well while we tried to get them on a diet and medication that helped them to function their best. With the Medical Binder in hand, you can make critical decisions before you leave the hospital allowing you the best treatment. Let me tell you, you leave the hospital and change your mind? Your options are drastically different with higher price tags. This binder is a life saver!

Household Reference Binder

When we went to Europe, our smoke detectors went off. And Abby was going crazy so she called grandma, who called Joey. Joey really didn’t want to call us. But it ended up being an easy fix due to the Household Reference Binder. Had I not filled it out, there would have been a couple of annoying days or some expensive invoice from ADT to come out and change the batteries. The Household Reference Binder can also remind you when routine maintenance is due and where you can keep appliance user manuals. This binder can also work to your benefit in selling your house - interested buyers will have peace of mind investing in your home when they know you took care of it and that there’s a binder to help them take care of their new home.

Financial Binder

We just talked about being the CFO of your home. The Financial Binder helps to organize all the financial aspects of your household economy. You can file away all your insurance documents as well as taxes in this binder for quick future reference. I have shared before that I file taxes for Abby and Joey. So this is where I store their license numbers, issue date, and expiration date to save me time when filing their taxes. I don’t need it any other time of the year so it goes in this binder. This becomes a valuable binder when it comes to settling an owner’s estate. This shaves so many billable hours off an attorney and saves you time, too!

Household Operations Binder

How does your home function on a yearly cadence? The Household Operations Binder is like your family’s standard operating procedures (SOP’s.) You may find papers from this binder go into “active status” in the Sunday Basket® for a season and back to the Household Operations Binder until the next time. These papers remind us of facts about holidays or annual events. This binder is also where your family could find information and complete tasks normally they could not because it would all be in your brain. But because of the Household Operations Binder, you have externalized the process thus lowering your cognitive load and sharing those tasks.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

It recently dawned on me that what takes most of my time when processing the Sunday Basket® is the CFO tasks. I used to spend time reconciling the checkbook, now paying bills that can’t be automated, and discussing with Greg what we’d like to do with any extra money. But also as the CFO, I considered the amount of time I think about our money, insurance, wills/trusts, and taxes. And you probably do too! This is a very important role in the part your small business (your home) plays in the nation’s economy.

You Must Prioritize Your CFO Role

You need to have life insurance, a will, and I talk about your taxes; all CFO responsibilities. What happens to your money in the event something happens to you or your spouse? I remember when I earned a cruise out of the country and we were discussing it with friends. It was brought to our attention that we should have a will and life insurance. When we really thought about how life would continue in the event Greg or I weren’t here, we realized this was a wise investment. And let me tell you that $32 to insure me for $100,000 almost killed us every month because we were down to the penny. And every December when we’d get the invoice for Greg’s much larger policy…ugh, I mean I still dread it!! But I understood the financial peace of mind it provided. Years later, I learned about trusts. And by that time we had a little money and some assets and that triggered me wanting a trust to explain our wishes of how the money would be dispersed to our children in the event it was necessary to access the trust.

As the CEO of Organize 365® and my home, I am always thinking about how I can make us stronger and more resilient. And when I have asked that question in the past for Organize 365®, it has gotten the employees life insurance, Q-SEHRA health insurance, 401K, vision/dental, short term disability, and this year…long term disability for me. There are about 7 steps you need to take to get these safeguards in place for you and your family as the CFO.

The Breakdown of Getting Financial Plans in Place

The Trigger - Maybe a friend goes through an unexpected event, you get advice, or you go on a trip and you realize it’s necessary.

Research - Decide what you need and then when you find the right person, they can put all the paperwork in place.

Contact Agent - Usually by the time I’m reaching out to someone, I’m ready to buy.

Fill Out Paperwork - They will give you the paperwork to get the information necessary to provide what you are hiring them for.

Meet With and Pay The Agent - Bring the homework back to them and, of course, they want money for services rendered - this stuff ain’t free!

Complete Actions - Once you get the final paperwork back, review it; update it when needed.

File It - File it for safekeeping and know where it is for quick access.

Knowing where you filed stuff brings me to the next topic of taxes. You all know I take care of a lot for Joey and Abby, including but not limited to their taxes. I have taught my children Organize 365® systems and we all use the same system of the Sunday Basket® and The Paper Solution® Binders. And I have organized my mother in law the same way. This makes it really easy for me to serve as everyone’s CFO. Multiple users, but one system. I look the same place for each person, just a different binder or Sunday Basket®. Now when it comes to Organize 365®’s taxes, things have gotten more complicated over the years and I have hired someone to help and provide advice on tax benefits I could take advantage of. Know when to consult the professional to protect your family’s financial health.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

In this episode, I introduce you to Betsy B. who lives in Portland, OR with her husband, daughter, 2 dogs, and one snake. Betsy has listened to the podcast for 10 years. She was inspired over the years as I grew Organize 365® that she too could start a business. Betsy is a deep thinker and loved the long episodes that lasted as long as her housework. And she loved that they were chock-full of insights. Betsy is an interior designer so she really took to a recent episode (#601) about how homes used to be constructed and how they supported the style of life then. Betsy gets paid to repurpose those designs to support phases of life her clients are experiencing.

The homes in Betsy’s area usually do not have access to the backyard because people used to hang their laundry in their backyards. But now, we like to have get togethers in our backyards. Betsy joked about how the things she’s learned are “baked into Betsy” and her saying to herself “that’s because of Lisa.” I’ve talked in the podcast about iterating your spaces for the phase of life you are in. Betsy iterates the structure and I help you to iterate your spaces. For example, Betsy’s cabinet in her dining room has served as a place for her china, then as a craft station for her daughter, and now it’s where Betsy likes to work and “that’s because of Lisa.” She iterated her space.

We got into a discussion about remodeling spaces versus moving. It’s a lot cheaper to remodel. Prices have gone up since the pandemic and we aren’t returning to pre-2020 pricing. And still remodeling is cheaper than moving. Make your spaces work for you. I’m putting a second chandelier over my table and I’m not worried about resale. You know why? Because we aren’t moving! We have made our house work for the phase of life we are in over the years.

And then we hit the highlight of our conversation about checklists. Betsy struggles with adrenal fatigue. She has used the Organize 365® systems to efficiently use her energy. For their groceries, she simply wrote out a list of staple items, copied it, and there’s a stack she pulls from before each trip to the grocery store and marks off the items they need. Betsy shared that she has more fun in her life now and added “obviously more time, peace, and space too.” She can take part in the fun stuff because of her checklists. She externalized the executive functions to lower her cognitive load, thus making the fun seem possible. AND due to the lists she has created as she packs, her family can now help also lighten Betsy’s cognitive load and energy required to do something like camping. The fun things don’t seem so overwhelming. She’s made it easy on herself with simple lists in page protectors and dry erase markers so they can reuse the lists.

Betsy’s advice is, “Start slow and keep it simple; just do that one thing. Go slowly if it’s overwhelming. You don’t need to make it complicated.”

EPISODE RESOURCES:

• The Sunday Basket®

• The Productive Home Solution®

• Home Planning Day

• The Paper Solution®

• Sign Up for the Organize 365® Newsletter

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

Operational efficiency is where you get your time back. The Productive Home Solution® is a 52 week cadence to organize your home. I like to help change the thinking of our spaces about how we use them for our current phases of life. And with that in mind, some spaces can stay organized forever! I shared a few spaces that I want you to start thinking about differently and answered questions from you at the end.

Can a Space Stay Organized Forever?

Do you believe once you organize a space it could stay that way forever? Back in the day, Carol and I could walk into a storage space and reduce the amount of items by 50% in 90 minutes. How, you ask? We’d get rid of all those empty boxes for their tv, computers, phones, whatever. You will never need those boxes again. Then we’d toss broken items like furniture and electronics. Next, we’d install the HDX ventilated storage shelving with bins. We knew this worked, but why? Then it dawned on me, our storage spaces are like prepaid stores. You buy Christmas decorations once and get them out of your prepaid store each winter. Speaking of winter, we organize storage spaces in the winter because half of the stuff is out of the storage space at this time. This is also the time to toss things you no longer wish to use during the holidays. Once you tackle the storage space, it can stay organized forever with very little maintenance.

The Largest Space

The kitchen is one of the most used spaces in the home and efficiency is the name of the game for profitability and productivity. In The Productive Home Solution®, I challenge you to think about 21 specific areas within your kitchen. We set up stations like drink, baking, and lunch, as well as many others. And you will think about how your kitchen is being used for the phase of life your family is currently in. You will consider the staple items for your family. Remember, our homes are small businesses. And how do you stock this supply chain? This takes time! Three weeks at least, and then you will revisit it at least two more times as you go through The Productive Home Solution® again. Sadly, the first time you just won’t get “done” organizing; I never want to be misleading about that. Give yourself time and grace. Remember, you are striving for excellence not perfection.

The Order In Which You Organize Matters

There is a rhythm and reason as to the 52 week cadence of The Productive Home Solution®. After organizing many homes, being in the education world, and running a business, there are certain energies I have observed that coincide with that 52 week cadence. You all want to do the instant gratification areas of organizing, but then get discouraged because they’re lots of times communal spaces that don’t stay organized. Or it’s July and you are trying to organize your storage spaces; wrong energy. I call this Swiss Cheese Organizing. There’s a link below to watch the webinar to better understand why your organizing probably isn’t working. The Productive Home Solution® sets you up for success by following the natural energy we all feel at different times of the year.

Lisa’s Secret Sauce

I believe my secret sauce is articulating what a functional home feels like, functions like, and looks like. That articulation comes in the form of all of the material in The Productive Home Solution®, a private podcast, planning days, your fellow classmates inside the program, and the Organize 365® community. Time capacity comes from planning. Space capacity comes from storage. And production capacity comes from knowing what’s coming up around the corner. Join The Productive Home Solution® and experience Home Planning Day for the upcoming most productive 10 weeks of the year to have more time for you to do what you were uniquely created to do!

EPISODE RESOURCES:

• Swiss Cheese Webinar

• The Productive Home Solution®

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

In case you missed it, today I am sharing this audio replay of my recent Stay at Home Parent webinar.

I mentioned a previous webinar, Swiss Cheese Organizing. In this webinar, I share how the order in which you get organized makes a difference. I know it is hard to prioritize your limited time and resources, but you are worth it! AND your organization will help everyone around you!

Now is the perfect time to join the Organize 365® community in the Complete Home Organization Bundle. This bundle includes all the essential tools for organizing, planning, and managing all the roles you play, as well as a FREE Complete Sunday Basket® System and The Paper Solution® book!

Sign up TODAY so we can ship out all your school supplies next week in time for Home Planning Day on August 24th!

EPISODE RESOURCES:

• The Sunday Basket®

• Swiss Cheese Organizing Webinar

• Complete Home Organization Bundle

• Sign Up for the Organize 365® Newsletter

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!