The document is a comprehensive workbook and certification packet for the Organize 365 Paper Organizing Retreat held in Cincinnati. It includes a detailed two‑day agenda, legal photo/video release, multiple paper‑organizing surveys (household, medical, financial, IEP, operations, Sunday Basket®), a shredding guide with retention timelines, phased worksheets for the "Big Sort" through project completion, spaces for participant notes, a testimonial collection form, a Wednesday Podcast guest application, a description of a 90‑minute corporate workshop for female professionals, Lisa Woodruff’s bio and media credentials, and local recommendations for shopping, coffee, and dining. The packet serves both as an instructional guide for attendees to sort, shred, and file their documents, and as a certification tool for Organize 365 staff, while also promoting ancillary services such as the podcast and corporate workshops.
Topics
Retreat Agenda and Phase Structure
A chronological schedule of the two‑day retreat, outlining welcome sessions, paper decluttering, organizer meetings, shredding service, project sorting, and a Sunday Basket® workshop, plus the three phased workflow (Big Sort, Project Sorting, Completion).