The first NAPO-WDC meeting of 2015 was roundtable discussions led by chapter members who are experts in their fields. Each table featured a different topic, and it was fabulous! In case you missed the meeting or didn’t get to all the tables you wanted to, here are the top 3 takeaways from each discussion.
Using Scanning Technology to Organize and Store Your Electronic Files – led by Penny Catterall
- Invest in a dedicated document scanner such as the Fujitsu ScanSnap for fast and easy scanning.
- Start by scanning just the new paper that comes in, including receipts, doctors’ bills, medical records, recipes, business cards, school records, and more.
- Save them to a cloud-based service such as Dropbox or Evernote, or onto your hard drive.
How To Avoid the Pitfalls in Working with Chronically Disorganized Clients – led by Cris Sgrott-Wheedleton
- No matter how long you have been organizing, you can always learn from your peers.
- Whether you like it or not, you will likely be contacted by clients that are Chronically Disorganized. Learning how to work with that population will only make you a better organizer for your already-organized clients.
- Chronic Disorganization requires unconventional organizing. I highly recommend everyone read Judith Kolberg’s book, “Conquering Chronic Disorganization.”
Seven Counter-Intuitive Things About Selling – led by Jane Campbell
- People become your customers for life when you listen to their unique issues instead of talking about you or your product.
- You need to obtain permission before launching a sales conversation.
- If a competitor can also solve a prospect’s problem, acknowledging that will lend you credibility.
Photo Organizing: Tips to Help Client So It Doesn’t Have To Be Scary – led by Jody Al-Saigh
- Everyone seemed to really like the recommendation I had for an app for your iPad that works as a light table to view slides. The one I have is called “The Light Table,” but there are a few freebies as well.
- One question that came up was what to do with negatives. My advice: toss them! You likely have the prints if you have the negatives, and there’s nowhere left to process negatives anyway.
- I highly recommend Rick at Digital Recollections for scanning photo/slide/video/audio transfer. I also recommend our Corporate Partner, Andy Reiman with Modern Image, to scan paper or photos.
Using Evernote to Create and Simplify Workflows for Small Businesses – led by Pierrette Ashcroft
- Install the Web Clipper button to most browsers. Use it to clip content from any webpage to a note that is automatically saved to your Evernote account.
- Sync your Notes and Notebooks in the cloud. It’s automatic and gives real time access from a desktop or mobile device.
- Communicate with clients and colleagues through shared folders where you can collaborate on projects.
- Help your clients set up a convenient system for recycling near the point of use, probably the kitchen. If it’s not simple and convenient, it won’t happen.
- If you don’t know how to recycle something, Google “recycling, (item name), city and state.”
- Yes, you CAN recycle that single sock, the pants with the rip or the shirt with the ink stain. When donating, label these as “rags.” The items can be used for fibers in insulation, carpet and so on.