Paper Tiger Productivity Packages

I’ve put together my three most popular offerings in a comparison chart. Please scroll down to read a detailed description of each option.

If none of these options work, I am happy to customize something just for you. Please schedule your no-cost, no-pressure Discovery Call with me so we can discuss your needs.

Paper Tiger Setup

If you are highly motivated to work independently and just need a little boost to get going, this package is for you. I’ll provide expertise to help you set up your customized “finding and reminding” system to meet your specific needs. Without the benefit of my years of experience, you’d most likely make costly mistakes in the way you set up your system on your own. I can save you years of frustration by helping you get started right. By the end of our phone consultation (we‘ll also do a screen-share), you will know how to use the main features of your system and you’ll have a customized system set-up, designed especially for you and your specific needs.

This Package Includes:

• An Organizational Assessment that will identify challenge areas so we can address that in the customization process.
• 90-minute phone or Skype consultation to teach you how to set up The Paper Tiger system and your customized tickler file to manage follow-up. This will include:
  • Identifying the best locations (system design) to set up in your Paper Tiger program
  • Identifying the customized categories for your tickler file system
  • Going through a pile of papers together so you can learn the methodology and decision-making process to use so you can most effectively complete the work on your own.
• Instructional documents about how to set up The Paper Tiger and how to create your customized tickler file system (great for review).
• A list of suggested tools to purchase before we have our 90-minute phone consultation, so you are ready to set everything up during the call.
• Access to the Client Login section of my website, which contains dozens of tip sheets and resources not available to the public.
• Ongoing support by email to answer questions about The Paper Tiger as they come up.

How You Will Benefit:

• You’ll be able to find anything you file or store in 5 seconds or less.
• You’ll eliminate creating piles of “delayed decisions” because you will know what to do with every new piece of paper or electronic information that comes into your office.
• You’ll remember important follow-up at the appropriate time.

Paper Tiger Kick-Start

Are you motivated to work independently, but you want a little more support than is offered in The Paper Tiger Setup package described above?  In addition to everything that is included with that, I’ll provide extra support to get you started. The Kick-Start package is perfect for those who want to receive professional expertise and support with beginning the implementation of your “finding and reminding” system, and you have the motivation to finish the conversion process on your own.

In Addition to All that is Listed Above, This Package Includes:

• Four (4) hours of virtual consultation to implement The Paper Tiger system and create your customized tickler file system to manage follow-up. During this time, we will:
  • Create and set up the locations you want in The Paper Tiger system.
  • Create a customized tickler file system to remind you of important follow-up at the right time, and teach you how to effectively use it.
  • Go through piles and existing files together to convert them into your new system.
  • Teach you a quick decision-making process you can use with all paper and information, as it arrives…no more paper pile-up!
  • Create a plan for completing the conversion process if we cannot finish it in four hours.
• Two follow-up 15-minute accountability check-in calls to keep you on track with any work you complete on your own. (Additional coaching can be arranged, as needed.

NOTE: We will meet by phone and use a screen-sharing program that I’ll provide. We can break up the time into multiple calls, although I recommend completing this in the same week, if possible, to minimize the time you are potentially working with multiple systems.

How You Will Benefit:

• You’ll be able to find anything you file or store in 5 seconds or less.
• You’ll eliminate creating piles of “delayed decisions” because you will know what to do with every new piece of paper or electronic information that comes into your office.
• You’ll remember important follow-up at the appropriate time.
• You’ll learn how to quickly decide when to keep and when to toss something.
• You’ll receive support for your conversion process from your existing piling or filing system to your new system.
• You’ll be able to build in accountability check-ins designed to help you follow through with recommendations made for completing this project after our working session together.

Paper Tiger 8-hour Miracle

Information is power…IF you can find it when you need it.  This package is designed for those who are tired of the paper shuffle, forgetting important follow-up, missing deadlines, or feeling overwhelmed with paper and information, and would benefit from some concentrated time with an expert to turn the piles or difficult-to-find files into files where you (and others) can find anything you file or store in 5 seconds or less.

After just 8 hours, you will have a functional work area and a filing/finding system you can build on.  At the end of the day, here’s my promise to you:

• You will have learned a methodology that helps you quickly decide what to do with every piece of paper or information that comes into your office.
• Using the system that we’ll set up together, you and others will be able to find anything we’ve filed or stored within 5 seconds or less.
• If we are not able to get through all of your papers during our time together, we will create a game plan for handling what remains.

This Package Includes a Combination of Organizational Consulting & Coaching:

• An Organizational Assessment that will identify challenge areas so we can address that in the customization process.
• Eight (8) hours of virtual consultation to convert your piles or files into an instantly-retrievable finding and reminding system, using The Paper Tiger system and a customized tickler file system to manage follow-up. During this time, we will:
  • Create and set up the locations you want in The Paper Tiger system.
  • Set up a customized tickler file system to remind you of important follow-up at the right time, and teach you how to effectively use it.
  • Go through piles and existing files together to convert them into your new filing and finding system.
  • Teach you the methodology and decision-making process you’ll need to begin using so you can most effectively maintain your new system.

NOTE: We will meet by phone and will use a screen-sharing program that I’ll provide. We can break up the time into multiple calls, although I recommend completing this in the same week whenever possible.

• Four 50-minute coaching calls, designed to help you identify behaviors or habits that sabotage your success and provide support to you as you work to change those habits.
• Ongoing support by phone or email to answer questions about The Paper Tiger as they come up
• Instructional reference documents about how to set up The Paper Tiger and a customized tickler file system (good for review).
• A list of suggested tools to purchase before we have our phone meeting, so you are ready to set everything up during our time together.
• Access to my Client Login section of my website, which contains dozens of tip sheets and resources not available to the public.

How You Will Benefit:

• You’ll be able to find anything you file or store in 5 seconds or less.
• Others in your office will be able to find anything you file in 5 seconds or less.
• You’ll eliminate creating piles of “delayed decisions” because you will know what to do with every new piece of paper or electronic information that comes into your office.
• You’ll remember important follow-up at the appropriate time.
• You’ll learn how to quickly decide when to keep and when to toss something.
• You’ll receive support for your conversion process from your existing piling or filing system to your new system.
• You’ll streamline your office and lower your stress level.
• You’ll transform your files into a valuable, instantly-retrievable resource within just 24 hours.
• You’ll eliminate duplication of information, saving money on office space, storage materials, and staff time.
• You’ll eliminate the need to file by category, author, or date. No matter how you file it, you and others will be able to find it!
• You’ll be able to respond quickly to audits or other legal actions.
• You’ll vastly reduce disruption from employee turnover.
• You’ll be more responsive to your customer requests.
• You’ll increase your personal productivity through prioritizing, planning, delegating, and handling communications.
• You’ll identify and change habits that do not serve you well.
• You’ll have an accountability partner to help you identify priorities and keep you on track.