[ ] SOS Curriculum

SOS Organizing Program—Curriculum

In Module 1 you will learn:

how to set S.M.A.R.T. goals (goals that are specific, measurable, actionable, realistic, and time bound)

how to plan your organizing project the SOS way

systems, habits, and tools,

what’s holding you back,

how to move forward when you are stuck

the four levels of mastery

where to get started first - clutter, paper, or time. 

how to do your first schematic,

how to use the quadrant method for organizing surfaces

what to do if you can’t make yourself get organized, and

how to use a motivating factor to get yourself moving. 

Daily homework journal

Questions answered


In Module 2 you will learn:

Why you are disorganized

what to do about your disorganization

the 6 steps to organizing,

how to visualize. 

How to remove the “wrong” things with clutter, paper, and time. 

How to take the schematic to the next level

how to decide where things go,

visual bang

Organizing from big to small,

Organizing from easy to hard. 

procedure for organizing stuff

Procedure for organizing papers,

Questions answered.


In Module 3: You will learn:

How to create and/ or refine your organizing plan,

organizing from a different perspective,

what organizing really is

why / how to use boxes,

your compelling reason for getting organized. 

How to use your primary learning modality (auditory, visual, or kinesthetic) to help you organize how to not let your weaker modality undermine you. 

the first step in organizing papers which is to sort,

get started sorting your papers

“activity clutter”

how to use the 6 steps from module 2 to help you manage your time. 

Questions answered


In module 4: You will learn:

how to set goals and make time to get organized,

how to break jobs down so they are more doable. 

your personality style, and how that affects the way you approach getting organized. 

How to get organized if you are a social person

How to get organized if you are a perfectionist

How to get organized if you are a sentimental, caring person - How does that hamper you, or How to avoid allowing your weaknesses to trip you up. 

how to know what to keep or discard,

How to know where everything should go. 

how long will your organizing take

what to keep and what to throw away. 

How to recognize and handle your biggest organizing challenge

the two biggest time wasters of all

Questions answered


In module 5: You will learn:

How to organize paper

How to determine your needs, space, and filing capacity,

an overview of how to sort papers

how long it will take to get your organizing done. 


In module 6: You will learn:

How to set up your action files. 

How to create a “vertical things-to-do” pile

how to be able to find everything that you need to do.  

urgent-action files, action files, “maybe” files, and permanent-action files. 

the “fine-pile” ,

where your action files should be stored,

how to handle papers you are holding for others,

how to use your planner alongside of your action files 

How to use a sorting checklist

How to use a checklist for managing your action/project files.


In module 7: You will learn:

the of supplies you will need to set up your filing system,

how to set up your master list for home or business

How to list all the files in your system on one or two sheets of paper.  

color-code your system for ease of use,

receive a blank master list for your use.

How to handle every paper in your personal world, including papers that relate to all of the people you have files for, all of the warranties, all of the miscellaneous files, and financial files.

how to handle all of the business files including clients, vendors, employees, warranties, marketing, etc. to industry-specific files and financial records.


In module 8: You will learn:

filing how-to’s,

from planning to sorting to action files to your reference files,

how to handle your financial papers in detail. 

How to handle bills (papers that need to be paid),

How to handle receipts (papers that indicate that something has been paid),

How to keep track of your monthly bills on one sheet of paper (so you always know where you are financially). 

How to manage your time

why we procrastinate

what to do to stop procrastinating

how to be more productive immediately. 

About time quadrants

Ways to help you think about your time more effectively,

How to create a master to-do list,

How to do a time log to help you start tracking your time.


Module 9:  You will learn:

how to get started with opening the boxes,

the Yes – No – Maybe method of going through all of your boxes. 

How to set your goals,

How to think about which types of charities you want to support,

where everything should go. 

how long it will take,

how to handle the fear. 

Each step of opening the boxes

about capacity and how to determine how much you can keep based on your storage capacity and types of furniture,

when to know if you need more (ex: do you need more book shelf capacity).

A box procedure for papers vs a box procedure for stuff, 

what questions you should ask yourself

the rules of storage.


Module 10 - topics: You will learn:

Where to start, list vs schematic based on brain preference (R brained vs left brained),

review of the quadrant method and its application to additional things (larger areas, time, activities),

review of "visual bang" with additional applications,

review of AVK and SORT personality and its implications,

self care,

How to say no,

How your motivation affects your organizing,

quick overview of sorting / filing / handling financial files,

A decision-making checklist, 

questions answered


Module 11 - topics: You will learn:

Steps to organizing

setting goals,

getting started,

making time to get organized,

breaking jobs down,

creating an organizing plan.  

Removing the wrong things, clutter / paper / time, keeping the momentum going, 5 rules of maintenance including: daily, weekly, monthly, seasonal, maintenance ideas,

questions answered


Module 12 - topics: You will learn:

Receive a complete, page-by-page course review from page 1 of module 1 to the last page of module 12... Absolutely nothing is left out,

The two things you can do to get organized and stay organized forever,

Ready, set, go...,

Nine Laws of "stuff",

The future

My story

Click here to sign up for the SOS Organizing Program