Assessments and Action Plans

Learn the basics of doing a fabulous needs assessment and action plan that will make your business soar. This little booklet is all you need to show your clients you can help them reach their goals for organizing. You will learn: * How to get in the door * The purposes of an assessment * What to do when you first arrive * Safety tips * What to look for * What to listen for * Best practices for making an action plan * Where to begin * To give homework or not to give homework * Managing expectations * Sample Assessment Summary Form * Sample Policies * Sample Photo Release Form * Sample Client Agreement