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
Available in days
days after you enroll
  Trello Basics
Available in days
days after you enroll
  Create a Plan
Available in days
days after you enroll
  Sharing & Collaboration
Available in days
days after you enroll
  Sample Trello Boards
Available in days
days after you enroll
  Wrap Up
Available in days
days after you enroll

 

Your Instructor


Katherine Lawrence
Katherine Lawrence

Katherine Lawrence is a Certified Professional Organizer with 20 years’ experience downsizing and decluttering homes. She is a featured organizer on TV’s Hoarders, clearing out homes side-by-side with experts like Matt Paxton, Cory Chalmers, Dr. Zasio, and Dr. Tolin. Her YouTube Channel on downsizing, decluttering, and the business of organizing, receives over 10,000 monthly views and boasts over 6000 engaged subscribers.

Her company, Space Matters, has received local and national TV, Radio, and Print attention, and Katherine is quoted as a source in blogs by Better Homes and Gardens, Family Handyman. Goodwill Industries, and others. Links to her own blog receive over 100,000 monthly views on Pinterest and 60,000 new users discovered her blog in the last year.

She has the distinction of being in the first class of certified organizers when the Board of Certification for Professional Organizers (BCPO) created the CPO designation in 2007. She studied and received certificates from the Institute for Challenging Disorganization (ICD), a national study group providing education, research, and strategies to benefit people challenged by chronic disorganization. In 2019 she trained with Marie Kondo and her team to become the first Certified KonMari Consultant in her market and is now equipped to teach clients about this unique clutter clearing strategy.

Katherine was the founding president of the Richmond Virginia chapter of the National Association of Organizing and Productivity Professionals (NAPO), and has presented many times at NAPO’s annual conference to an audience of her peers. Known as the organizer who trains other organizers, Katherine has logged 1000s of hours training and coaching her students to become professional organizers via her YouTube channel and online school “Boot Camp for Organizing Bosses”.

Somehow comfortable working knee-deep in clutter and taking a high-level, academic approach to how large-scale decluttering projects are managed, Katherine is comfortable in the field, writing on her laptop, and working in front of a camera. Sometimes doing it all in the same day! As an adventure and travel-loving country girl, she sees each day as an opportunity to learn something new and share her knowledge and experiences with colleagues, in her Facebook groups, and with team members working on the set of Hoarders.

When she is not thinking about downsizing and decluttering, you’ll find her on the tennis court, cooking plant-based meals in her super-organized kitchen, or hiking and chilling out on her farm in central Virginia with her husband and rescue dogs.


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!