What's Included:
Client Strategy Session (30 Minutes)
3 Planning Sessions (60 Minutes Each)
Session 1: Understanding What Works for You & How to Avoid Procrastination
Session 2: Defining your Project & Breaking it Down into Single Step Tasks
Session 3: How to Make a Weekly Plan
All Client Sessions are via Zoom.
Our mission is to support our clients in learning how to plan, manage their time, be organized and minimize procrastination, in order to make time for what really matters!
Our vision is to be an integral part of the support system for our clients.
If you are working to improve in any of the below areas, productivity coaching/consulting may be the support you and your team need to perform at their best.
Task & Project Management
Habits & Routines
Goal Setting
Email Management
Paper Management
Organization
Planning
Prioritization
Task Initiation
Sustained Attention
Time Management
Goal Directed Persistence
Despite all my outward success, I feel like I am in a constant state of overwhelm.
Why can I maintain such an organized calendar, but always feel behind on my to-do list?
I am horrible at managing my time.
We have an employee who is a great asset to the team with all her knowledge, but is always missing deadlines.
Complementary Consultation Call
We will have a general discussion about your goals and current challenges.
Discovery Session
We will have a detailed discussion about your current challenges, daily routines and future objectives. Our goal is to provide personalized advice, as well as to create an action plan that we can implement together.
Working Session
We will work together, via Zoom, to learn new skills, as well as implement new systems, habits and routines, that you can maintain. In addition to the weekly coaching session, there will be multiple check-ins per week, via text, to provide accountability and support.
Our mission is to support individuals, families and businesses in defining their projects, breaking their projects down into single step action items and assuring they see their project through to completion.
Our vision is to be an integral part of the support system for our clients.
If you have an upcoming project that feels overwhelming or are at a standstill with a current project, we may be able to help.
I haven't filled my taxes in 4 years.
We are changing our CRM for the office and we need to get all the employees on board.
My wife died, I bought a new house and I have to sell and move out of my family home of 30 years in the next 3 months.
Complementary Consultation Call
We will have a general discussion about your project goals and what finished looks like.
Discovery Session
We will have a detailed discussion about the project, why it's important, and what finished looks like. Our goal is to provide personalized advice, as well as to create an action plan that we can implement together.
Working Session
We will work together to complete your project by focussing on each individual action step. As challenges arise, we will work together to find solutions and keep the project moving forward.
Our mission is to support individuals, families and businesses in creating organized work spaces and paper management systems that lay the foundation for their goals and ambitions.
Our vision is to be an integral part of the support system for our clients.
If you are working towards continuous improvement and peak performance, Happy Spaces can support you in the following ways:
Increasing Productivity in Open Floorplan Offices
Filing Systems
Policies and Procedures
Creating Effective Schedules
Project Management
Prioritization
My paperwork is such a mess. It takes me forever to find what I need.
I rarely work in my home office. I get overwhelmed just thinking about how messy it is, but I don't have time to clean it up.
I am afraid to open the mail.
Complementary Consultation Call
We will have a general discussion about your goals and current challenges.
Discovery Session
We will tour your space and have a detailed conversation about what's working, what's not working and what you want to achieve. Our goal is to provide personalized advice and tips and to create an action plan that we can implement together.
Working Sessions
We will work together to create organized spaces that you love, learn new habits to support your goals and implement systems that you can maintain.
Maintain and Grow
Once organized, your spaces and systems will be much easier to maintain. We do recommend an annual review of your files and systems. We are happy to be a part of that process.
We believe organization is key to creating balance and making time for what really matters.
Family is at the top of the priority list for our clients and one way we have been able to support our clients in prioritizing family is by creating a "Family Manual".
I live alone and I worry about if something happened to me, how would my son know what to do. I really don't want to burden him.
I take care of all the finances. I worry if something happened to me, my partner would not know where to start.
My mother died last year and it was a nightmare. I want to make sure my family isn't burdened the way I was. Losing her was hard enough, but dealing with all her "stuff" was enough to make me crazy.
A "Family Manual" is a guide that your family can reference should you become sick or pass away.
All our "Family Manuals" are custom to meet each client's individual needs.
The manual will include:
A notification list.
A personal information page.
Important health information, such as health insurance, main doctors and important medical history.
Information on any professionals you work with, such as an accountant or financial advisor.
Information on how your taxes are processed yearly.
A copy of one statement from all your checking, savings, retirement, investment, HSA & 529 accounts.
A copy of one statement from each credit card.
One copy of each reoccurring bill, such as utilities, Netflix and AAA.
A copy of one statement from each insurance policy.
Key passwords to your phone, computer and password manager.
Your estate documents.
Important documents, such as birth certificates, marriage certificates and social security cards.
A list of instructions for any safety deposit boxes.
