In business, this was the year in neutral! Try as I might to move forward with initiative, the universe wouldn’t allow it. But I had great success in other areas!

“Lovie, Are You?”

You may be wondering how the PhD is going. Let me tell ya. I was warned that the second year is tough and it really was because the time I was giving to the PhD had to come from somewhere, right? I shared how I was dividing my time in previous episodes. But also, I traveled. Because I traveled, I didn’t do my normal home reset during my break from school and it was so bothersome, I did a whole episode about it. Baby Grayson got smarter this year, too. He now knows if my car is home, I, Lovie is home. He’s no longer fooled by “outta sight, outta mind.” So I moved all my stuff to the office for school, too. You may have thought in the past, “How does Lisa do it all?” I humbly explained how this year, I didn’t.

Purple Work That Didn’t Work

All of Organize 365® worked on two purple projects for a whole 10 months, that took lots of time and money, only to have neither get fully completed. So for years I’ve been told I need to go to an ERP system. This was the year. We worked with an accounting firm to get things and policies in place only to have the ERP team tell us that our bank and the system don’t play well together. So, I started thinking and came up with an idea. Once proposed, they said yes, I think we can use that solution to make Quickbooks work for you since we know Quickbooks plays nice with your bank. And we got to keep our super secure website. All was not lost because the company is better having gone through all of that.

And then there was our lease that was expiring. It got me looking at other spaces. I practiced driving to them like it was our new location. Kind of tried it on for size. I started dreaming of additional live events I’d like to host. They were ok, but then the cost of moving was setting in. Would our landlord extend the lease, just increase the price? They said yes, but to different terms of course. So here we are in the same building for the next four years, not moving. Again, all was not lost because we upgraded our current space and made it more functional for us for the season we are in. And stay tuned to attend some of the live events I dreamed up, like the Small Business Planning Mastermind on March 5th & 6th.

Milestones Hit in This Neutral Year

I am so excited with the milestones the company hit this year in quarter four, despite the purple projects failing. Such HUGE things!!! The podcast turned 10! The podcast is often about the Sunday Basket® in one way or another. And we say the Sunday Basket® saves people 260 hours annually. We also know that we have sold 12,000 Complete Sunday Basket®s, equating to saving “officially documented purchasers” 10 MILLION HOURS!! That is so amazing!! That’s what I want, to give women back their time by delaying decision making so they don’t derail themselves. And since we were going to have a party to celebrate the podcast, we decided to celebrate my award, too!

I saw Miami University was awarding Cincinnati Female Entrepreneur of the Year. With a short deadline to submit an application and three references, I didn’t know if I’d have everything in time. But my instagram followers are amazing and I actually received SIX overnight! I was so surprised to be in the top 3 being considered for the award, and even more shocked to be awarded the first ever Cincinnati Female Entrepreneur of the Year! I had all female entrepreneurs stand and I accepted the award on behalf of all of us. It wasn’t about who won, it was about all the women in that room being acknowledged for what they are doing and how they are growing Cincinnati.

EPISODE RESOURCES:

• The Sunday Basket®

• Small Business Planning Mastermind

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

In this episode, I introduce you to April R. She is a single mom of 5 children with a cat and dog to love on, too. April was watching someone on social media talking about the habits of people with ADHD and April identified with many. Then she came across the episodes about ADHD and naturally listened to the ones that followed. She used to think organization meant cleaning. She now knows organization means productivity.

April’s proudest accomplishment as a result of learning from Organize 365® is her beloved drink station! She has a tiny kitchen and there are lots of people in the house. But April took it a step further by placing it in another room. I pointed out that also takes it away from the triangle of cooking. April repurposed a hutch she got off Facebook Marketplace. She was able to accommodate all of her children and their drink preferences. She has gotten a lot of compliments from friends, but now with her sister (who had handyman skills) she wants to take it up a notch with cabinets instead, floating shelves, and a mini fridge.

April shared a lot of lessons she’s learned. Or is it one lesson applied in multiple locations? She’s improved her flexible thinking executive function. She’s applied the drink station organization to her work and other spaces in her home. After her success with the drink station, she invested in the Sunday Basket®. And even though she didn’t use it effectively in the beginning, she was collecting in it the way she was supposed to. Then she would go through it every so often. Would you believe she found thousands of dollars just waiting in there for her? You've got to hear the episode to understand or maybe you have too!

It dawned on her how her oldest daughter had a bigger bedroom than the two that shared. So she swapped them. That also gave the older daughter, who goes to school online, a better connection to their wi-fi and more privacy. April and the girls got the benefit of sharing a bathroom space instead of just April using it, as well as the connections she’s building with her two youngest as they get ready for their day together.

April also shared about how she touches base with all her kids on Sunday to plan ahead. And how she developed an A/B meal plan (with a little help from Chat GPT) for when her kids are with her and when they are at their dads. But she knew what to ask for due to what she has learned through Organize 365®.

She’s been prepared for the unexpected. When hurricane Beryl was coming their way, she was able to plan ahead and be prepared to ride it out. I told her about the snow day box I developed when my kids were younger to make it exciting to have the kids home. She’s realized that just because she’s organized it doesn’t mean it’ll keep things from happening.

She has so much more joy and awareness now. She feels confident when one of the kids needs something from her and she can go get it from her Sunday Basket®. She has so much joy with the intentionality of how she’s spending her time with her kids and she’s so excited about the future.

April’s advice is, “If you don’t know if you should get the Sunday Basket®, do the drink station or just try one thing.” It’s true in the midst of your overwhelm of thinking you need all the systems. Just start with one thing or it seems too overwhelming to even start. All the systems are independent of each other. And as April added, then it just gets easier to add another system.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution®

• Home Planning Day

• Sign Up for the Organize 365® Newsletter

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

I love when the podcasters I follow do a year in review and so I thought I’d try my hand at it this year. This year was the year of renovations, like I have mentioned a few times. But when I look back collectively on all that was done in addition to the renovations, I realize how blessed I am. I had been warned the second year of the PhD was going to be hard and it was. And just for funzies, we threw in some travel and medical events too!

New Bathrooms…

We were all wide awake by the time Joey called, told us about a fizzy sound behind his toilet, but not to worry. He was going to go back to bed and would call us when he got back up. Oh no ya don’t! Joey is on the third floor and we don’t need a trickle down effect, pun intended. I had always had the dream to set our kids up with their first places, not knowing how but just that I’d like to. It was my dream. After considering rent, it was still the better financial decision to get Joey a condo at the height of the market. We were fortunate enough to get him one of the biggest units with a garage for his precious car. We knew there may be some renovations down the line, but they happened this year because as it turns out, there was sprinkler plumbing instead of the good stuff. It needed to be replaced.

New Living Spaces

It wasn’t too long there after that I got to noticing that Grayson, while he technically fit in his converted-from-the-crib toddler bed, he didn’t fit. And Grayson is of the large variety. He was 4 weeks early being delivered and came in at 8lbs. This is a large child. But do I just put in a twin sized bed? I mean, it could fit in the cubby we’d had him in. No, I decided in the long run we needed to get him a twin XL to continue to suit him for many years. But that bed wouldn’t fit and at the end of the day he needed his own room. Well this scenario turned into the Money Pit; you know the movie?

One thing led to another which in the end was a bedroom big enough for two twin beds, a new kitchen, gas fireplace and gas line removed, new fridge, washer, dryer, and dishwasher. More appliances meant that if we were going to already be making a mess, we might as well make the biggest mess by adding more power to our electrical box! And now it is so nice and safe for them down there with more smoke detectors and a carbon monoxide detector. Abby said “You may not like this, but this is so nice I may never leave.” That was the point. I figured after 12 months we’d be revenue neutral versus moving her to a place of her own. Money well invested.

But once Abby’s kitchen was done, Greg and I really wanted a nice beautiful fridge like Abby had bought herself. So we refaced the cabinets in the kitchen and got our new fridge, only to find this one couldn’t open just like our old one. So why not start another small renovation to adjust the wall to accommodate our new fridge?

And Life, Oh My!

But if your grandchild isn’t moving for a while, you get them a playset for the backyard. Which of course meant a new fence! Got to keep the coyotes out and Grayson in. We managed to squeeze in a trip to England and a few other travel adventures. And then little baby Grayson had a few allergic reactions. That meant a few hospital visits and red allergy stickers all over the house to avoid more trips to the hospital.

But that’s all. LOL We had a full and busy year, can’t wait to see how we will thrive in 2025!

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

In this episode, we’re catching up with Monique H. who was a long standing Organize 365® member who went to work for that same community and has run the Sunday Basket Club for the last 7 years. Monique has so many fun projects in the works and we really wanted to talk about exploring new opportunities and reinventing yourself…what’s holding you back?

Monique and I connected on a trip to a conference. Being in the car for a while gave us the opportunity to dive deep into each other’s lives and realize we were going through a lot of the same things. It’s funny how due to life circumstances you can be in a room full of people and still feel lonely. And we agree that’s what the Organize 365® communities offer, the opportunity to connect and know you aren’t alone in your “hard.” The opportunity to connect with other people experiencing your same struggles and find solutions.

There is something about a face-to-face conversation and I desperately wanted that for Organize 365®, but I also knew what you do for one you have to do for all. In anticipation of Organize 365® growing, I knew not to offer that. I find myself having more authentic conversations when I know I’m not being recorded for, I don’t know…a podcast. My biggest struggle with offering face-to-face services was that my family needed me frequently. So when Covid made us all go virtual, it opened the door to explore the effectiveness of online offerings; it started with Monique leading a paper organizing retreat. What we found was some people didn’t have the ability to travel and they felt thankful and included by being able to attend virtually. We have been fortunate enough to fully develop each product line through online offerings.

Monique has gone through many iterations during her career as an organizer. When she moved to Nashville, she decided to stop offering in-home organization. We talked about how different phases of life can change your bandwidth and with growth our desires of what we want to do for work changes. And as you are coming up with new services or products, it is so important we all remember our value. Like every time you leave your house, you are trading money for time with your family. Make sure it’s worth your family’s time for you to be gone. And over the years you have gained skills that are valuable. Monique gave permission to us all to pull out skills from our toolboxes that we have used and offered in the past. And that’s exactly what she’s up to now!

She’s offering organization as a certified paper organizer. No shame in her game and no explanation needed. If it has made you money in the past and people still need or want it, pick it back up! Don’t let the things we have to maintain like our houses be a barrier to following your dreams. Monique stressed the importance of building the plane while you are flying it. Create, get feedback, iterate, repeat. It doesn’t have to be perfect! She’s helping other women to realize this through her coaching services. She’s helping women to see success with consistency in their actions in business and life. Get organized with Monique or any of the other certified organizers in the Organize 365® directory.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Paper Solution® Certified Organizer Directory

• Organizing Your Chaos with Monique

• Sign Up for the Organize 365® Newsletter

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

This time of year we have a lot on our plates and a new perspective can always be helpful. I recorded this episode to give examples of what I presume is happening in all households, but in our minds we conjure up a totally different scenario. In this episode, I am talking about the homes with a married couple with children, which I realize is a small population, with lessons that anyone can apply to life.

Failed Delegation

I think it’s fair to say that no one is doing nothing in the house. Some people do less, like in my family, but my little Lisa heart is happy doing all the things, even at home. But when I do feel my capacity waning, I decide to delegate or delete since I know I can’t get it done. The other day Greg said, “You do a lot, let me do something for you. How can I help?” So I gave him a couple of small tasks and he asked for more. I thought I was giving him the task of getting the fence installed, but Greg thought it would be a collaborative effort. Then things were lost in communication or lack there of. The fresh perspective here is, if you delegate, delegate the whole task otherwise you end up micromanaging to ensure the task was completed!

Motivational Shift

In my studies I have come across this Self Determination Theory by Ryan and Deci. It explains the 6 levels of motivation. I chose Sunday dinner at our house to show the shift from Amotivation (total lack of motivation) up 4 levels to Integration Motivation (meaning in congruence of goals.) When we started family dinner at our house, Greg was the cook and I felt obligated to help with some aspect of the meal (AKA Introjection Motivation - do it for approval of clothes-guilt). I would help with the salad and rolls thinking about how much the meal cost us and do the dishes because that’s how it was when I was a kid. Whoever didn’t cook, cleaned up.

Over time, it has become something that is a part of our family. It’s weird if due to a trip or another reason, we don’t have Sunday dinner. It’s like something is missing. At Sunday dinner I take care of the salad and rolls. I then clean up the dishes and get dessert ready. Identification Motivation - I do the salad, rolls, and dishes because you identify as the person in the family that does those things. My motivation changed.

Not too long ago, I was blissfully washing dishes after Sunday dinner. My heart was so content with gratitude. It wasn’t because I got to wash dishes. It was because Sunday dinner started earlier due to a football game. We had appetizers on all the fun dishes we’ve collected over the past couple years. Grayson and our dog get so excited when Nana, Greg’s mom, comes over. I was washing the dishes we used to dish out the meal that Greg had cooked and it made him so happy. It’s great to have our children join us and sometimes their friends will join us, too. We all look forward to it and it’s rewarding to everyone. I now experience Integration Motivation, meaning it’s in congruence with our family’s (or a group's) goal. Our family’s goal is Sunday dinner.

As the household CEO, there’s always something to do. You need to decide to do it, delegate it or delete it. I’m always trying to gain perspective on why I do the things I do. I’m a fan of longevity and significance. I ask myself what is the significance of this task? How does it help others? Is it necessary? When I consider these questions I can make the decision on what to do about the task at hand, like going to the grocery store, delegating new tasks to a family member, or helping with Sunday dinner. It’ll give you a new perspective on that task!

EPISODE RESOURCES:

• Organize 365® Podcast Resources

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

In this episode, we’re back with part two of the conversation with my sister, Emily Kelly. The Kelly girls were known for providing good service. We knew good etiquette from all the parties mom threw and the ones we attended with mom and dad. I wanted to babysit for all the party going parents and Emily wanted to execute the parties they were attending. We didn’t have a lot of toys. Our mom paid us for 50 cent words (IYKYK, otherwise listen to the full episode) and took us on a lot of learning experiences. We weren’t your average kids. We were pretty mature. We learned from an early age about entrepreneurship and business. It’s really no surprise that today we are entrepreneurs.

As we mentioned in part one, EMK Incorporated has been reignited and provides household managerial support. To get started again, Emily shared that she made flyers for her condo complex and advertised in their newsletter what services she could offer. Then she worked on contacting her networking list. You could hold workshops at the library or speaking opportunities for people to get a quick win, like get some paper organized. Then you can explain that you do more. People know who you are and are more comfortable continuing to do business with you. Emily didn’t promote her services on social media and you don’t have to either. She pointed out to let people know what you have to offer, have conversations about how you could help them, and let them know you will be there to help them when they are ready. She recognizes the emotional component to paper organizing and wants them to be ready. And due to her empathy and excellent results, she continues to get referrals and calls from people who are ready.

It was funny when Emily started to tell me everything she’s been doing, I said “That’s The Paper Solution® Certification!" And as we think about that certification, I want you to think, are you short on time or money? If you say time, then think about what you could hire out to give yourself back some time. You can check the Certified Organizers on the Organize 365® website. If you say money, what tasks as a home manager are you already doing that you enjoy, that you could offer to do for someone else? That’s what Emily did when she offered to organize people, when she offered to watch their dogs, when she offered to make their scrapbooks. Eventually, you could get certified and listed on the Organize 365® directory to get more clients. And as I pointed out, the Baby Boomer generation will be needing help with their paper as they age. And Gen X with fewer siblings and it being a small population compared to the generation before and after, will need help too.

I’d love for the people who need help to easily access help through the directory. And people who need to make money, to help them get their paper organized. Click on the link below to check out the Professional Organizer’s Think Tank Podcast (now located in POTT Start) to learn how I started my in-home organizing business so you can get started, too. I just have this vision, wouldn’t it be cool if it was common to have paper organizing workshops or retreats going on all over the nation all the time? It’s your time to get certified and use your skills to do what you are uniquely created to do.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution® Certification

• Certified Organizer Directory

• POTT Start

• EMK Incorporated

• Sign Up for the Organize 365® Newsletter

On the Wednesday podcast, I get to talk with members of the Organize 365­® community as they share the challenges, progress, missteps and triumphs along their organizing journey. I am grateful that you are reaching out to share with me and with this community. You can see and hear transformation in action. If you are ready to share your story with us, please apply at https://organize365.com/wednesday.

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!

I’m super excited to announce a tiny baby step we have been able to take at Organize 365®. This coffee chat explains all the hoops we have jumped through to get this accomplished. If you are international, you can now participate in Planning Day for Home or Work or Both! We’ve been testing the direct shipping process and have had great success with the planning day workbooks.

You guys…something changed in 2019 and we have been working behind the scenes since then trying to make headway on shipping our products directly to you instead of through a parcel forwarder. And it’s pretty quick. We are so excited to have you join us for Workbox Planning Day at the beginning of December and Home Planning Day at the end of December.

We have been having conversations with all kinds of shipping companies trying to avoid extra shipping costs. As of right now, if your country is part of UPS World Wide, you will go to international planning day to purchase work or home. You will also be able to purchase the subscription which will save you 20%.

I am so excited! I hope you are so excited! We are working with UPS World Wide and I have listed the 50 countries that can participate in the upcoming Planning Days in December!!!

This is just the beginning! We are excited about being able to ship even more items in 2025!

EPISODE RESOURCES:

• International Shipping - Planning Day Subscriptions

• CustomerService@organize365.com

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media.

Lucky! That’s all I have to say about all the gaps in insurance I found out about recently. You see, when your insurance guy retires it forces you to look at your policies. I had an eye opening little string of insurance mishaps that will have me thoroughly going through our binders and policies this winter. These are my cautionary tales so you don’t find yourself over or underinsured.

The Retirement Party

So our State Farm agent tells us he’s retiring and invites us to his party to celebrate. When I asked him what was going to happen to my 11 policies, he suggested I meet all the other agents that were there. I was bamboozled into attending so I could find a new agent. Oh no, no! I asked people that I trust who they use and found my own new State Farm agent. I had all my policies transferred over to him and asked to review the policies and make sure we were all set.

Paper Validates What You Say

You know how I always say that physical paper validates what you say when you are in the doctor’s office? Well now I can share how it works with the Financial Binder, too! I actually have a business binder. So when said new agent came, he discovered I didn’t have business insurance. But I could have sworn I already had it. Once he asked me the questions to set up a new policy, I KNEW I already had it! Once I finally remembered to check the business binder at home, I found it. I showed it to the new agent. And putting two and two together, we discovered the first policy was in the business name and I had only transferred my personal policies. Now to find that missing bond. The paper validated what I said. I was able to void the second policy and that saved me $2700!

Poor Abby

I don’t know how, but in all of this reviewing of policies it was revealed that I had not added Abby as a driver to our policy. So in the event there had been an accident, the car would have been covered, but not her medical expenses. FIVE YEARS! For five years, Abby has been driving around completely uninsured! I added Joey, but total household manager fail, I did not add Abby. As the COO of this house, I missed crossing this “t.”

2024: The Year of Overcommitting

You know we have remodeled and upgraded things around the house so much this year. Which also means we opened a few lines of credit and that led to the question, how much is our mortgage? Greg had one number and I had one $200 less! How could that be? The bank statements showed we were both right, but that made me have a lot of questions. The State Farm agent was able to explain that, ever since we purchased Joey’s condo (which was underinsured), we’ve been paying escrow but we have never escrowed! So we had to get that all straightened out, too.

Even the Best Fall Down Sometimes

I discovered incorrect beneficiaries. We added Greg to all the Organize 365® accounts because I was the only signer on those accounts. I mean, I had my eyes opened to so much; you’ve got to listen to the full episode to hear all the things. As much as you may feel you are set for today, are you “set” for the future? It just goes to show no one has it all together. With that being said, at the end of the day it’s up to you as the household manager to dot all the “i’s” and cross the “t’s” because no one cares what you intended to do. It’s up to you to make sure the paperwork is correct. Do you know that song “Collide” by Howie Day? All I can think of is the line in that song that says “Even the best fall down sometimes.” Did you sing it? LOL Yes, even Lisa with Organize 365® can fall sometimes. But I am back up and ready to take on whatever “blessings” life gives me.

EPISODE RESOURCES:

• The Sunday Basket®

• The Paper Solution®

• The Productive Home Solution

• Sign Up for the Organize 365® Newsletter

Did you enjoy this episode? Please leave a rating and review in your favorite podcast app. Share this episode with a friend and be sure to tag Organize 365® when you share on social media!