This blog was first published last year, but it has relevance today. Enjoy!
As Professional Organizers, we each have to define the amount of personal information we share with our clients.
Each situation is different. Some of us are extroverts and some are introverts, and the same goes for the people we work with. While there are no hard and fast rules, most of us agree we each need to create personal boundaries – boundaries that keep us within the NAPO Code of Ethics as well as within our comfort zones. But how?
I recently asked four organizers for their insights on sharing personal information. While some of their viewpoints differed in small ways, I’d like to share the main points we agreed on. Thank you Tiffany Mensing, Cris Sgrott-Wheedleton, Janet Schiesl and Susan Unger for your input!
First, we all agreed that many new clients want to know how we got started in the professional organizing business. It’s a logical question we’re all willing to answer. Often clients ask about our families, and we’re all willing to share basic information such as the city we live in, number of children, marital status and our age.
We view our answers as information that helps establish a personal connection. After all, we’re in the client’s personal space – going through financial information and/or personal belongings. They’re in a vulnerable position, and part of our job is to help them feel comfortable with us and the services we offer.
When working with long-term clients, we all tend to share more information about our lives – but we keep the conversation client-focused. For instance, we’ll share a personal story that relates to a specific task we’re working on together. Our clients like to know that our homes aren’t always perfect, and that we have organizing struggles too. That said, we all agreed the focus needs to remain on ways the client can use our information to make progress on his or her project.
Like you, we’ve all been asked inappropriate questions. One client asked how much money an organizer had in the bank! Another asked how much an organizer paid her employees. I have a client who consistently asks me for advice on the stock market. We all agreed these questions need to be redirected in a friendly, professional manner.
Finally, I asked each organizer if she spends social time with her clients. The unanimous answer? No. In a few instances, organizers took a client out to dinner or coffee after the completion of a difficult job, but kept those meetings on a professional level. Each organizer felt it important to keep the boundaries of client relationships business-centric to protect both the client and the organizer.
How do these viewpoints compare with yours? Are you more relaxed about sharing personal information? Less relaxed? No matter what our individual style, it’s important to identify our boundaries and respect them. This frees us up to focus on our clients’ needs while building a comfortable, professional relationship.