The Professional Estate Organizer Program comprises of 8 modules. Each module runs approximately 35-55 minutes. Each session will be recorded and available to participants in a private student portal area. Here, you will be able to access and download the corresponding notes and other recommendations.
The information in each module will equip you with the knowledge required to provide advice to a client on the most efficient, effective, least stressful approach to the sorting and packing up task they face.
Introduction to the Program - The Changing World & Why This Knowledge & Role is Needed
You will gain an overview of the world of organizing; Today's Reality as it relates to this topic; This Growing Market; Why This Role and Service Is Needed; Five important decisions you'll need to make in the role of an Estate Organizer Advisor. Observation and Presentation Skills; The Importance of Having a Distinct Niche and The Benefits of Being an Estate Organizer Advisor.
The Intricacies & Issues of Society & Families Today
We'll show you a different side of Families & Society; the important issues about precious pets after all they are family. Other topics include the early packing up issues to be aware of and the ways you can help and advise others.
Important Information To Know Be Aware Of & Understand
Understanding 7 Critical keys (including health issues) that will increase your value as an Estate Organizer Advisor. It's not about just knowing these 7 critical points but fully understanding them, so if your client, or the person you are helping, does not follow or understand them, then it's vital they are aware of the possible outcomes that may impact them.
STEP 1 & 2 - The Intricacies & Importance of Organization & Pre-Preparation
At the end of this session you will understand the significance of these first two important steps of Organization and Pre-preparation of Setting Up and How To Create an Appropriate Action Plan, along with more Issues To Be Aware Of. You will learn how to Review and Assess Your Clients Situation & Needs. Above all, why this knowledge will add value to your important role.
STEP 3 Organization - The Intricate Details of Sorting and Packing Up
Here you will be taken through detailed step-by-step Checklists and Action steps for a humble home or massive mansion. We all may think we know how to pack and move house, but you will learn the wrong way and right way to sort, pack & perform this special role and task. As well you will learn how you can save your client time, stress, angst and unnecessary expense.
STEP 4 - Disbursal & The Process of Closing The Final Chapter
Finally the time has come for disbursal and distribution, but what is the best way to do that? Here you will learn the practical details involved with this step and gain an understanding of the best most sensitive, effective & efficient way, to handle the disbursal process and time.
Your New Niche Estate Organizer Advisory Service
Understanding the significance of your important role & the services you can offer, fees & charges, understanding the Code of Conduct, ethics, permits, insurance, business needs for this service, even if you currently have a business.
Putting all the Pieces Together
Includes an Introduction to Marketing & PR; learning how to identify and find your market; plus how you can promote your service; next steps, support, further programs and the future.
Throughout the PEO Program Modules 1-8 workbooks are included in the private Student Portal area, which each person needs to complete.
Public Relations & Marketing
Two Optional Modules
These are not included in the 8 Module Professional Estate Organiser Program as some people work for a large organization and may not require the information.
However others, who are in their own business, or who plan to start their own business, will or may require this practical and important information. As there is a small additional charge for these two optional Modules, they can be taken at any time during the overall program.
When you select to do the 2 optional PR Modules, the knowledge you will gain will enable you to apply in any business endeavour