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Creating Digital Action Plans in Trello

create custom organizing plans for your virtual or home-based clients

Here's what you'll know after taking this course -

☑ Understand Trello basics including creating boards, lists, cards and simple workflow plans.
☑ Learn to create checklists in an updatable, digital action plan as well as a template to copy and reuse with each new client.
☑ Create shared boards with clients and team members to keep everyone on task and productive by creating comments and shared links to communicate with the entire team.


Why offer Action Plans as part of your Organizing Services?

Here are some of the many benefits...


Course Curriculum


  Welcome + Introduction
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days after you enroll
  Trello Basics
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  Create a Plan
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  Sharing & Collaboration
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  Sample Trello Boards
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  Wrap Up
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Your Instructor


Katherine Lawrence
Katherine Lawrence

Hi! I'm Certified Professional Organizer and KonMari Consultant, Katherine Lawrence.

Since 2002 I've spend my days thinking about how to reduce clutter and rearrange my client's stuff to create more authentic spaces. At home I love being in my own space creating, playing, plotting, and planning. Organization and living without clutter gives me the freedom to be spontaneous, energetic, and to live my best life.

I first started training professional organizers to work in my business, Space Matters, over 15 years ago. Then I had the opportunity to present and train home organizers nationwide at conferences held by The National Association of Productivity and Organizing Professionals (NAPO). Now I bring that experience here to my online school for aspiring organizers all over the globe.

In 2007, I was in the first group of Professional Organizers to earn the designation of Certified Professional Organizer. In 2019, I studied with Marie Kondo and her team to become a Certified KonMari Consultant.

I'm passionate about transforming my client's lives and teaching new business owners a skill that will change their lives too!


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!