Most organization methods follow 10 basic steps:

 

“[Organizing is] not a ‘one-size fits all’ solution. The important thing is that the system works for the client and that a client likes the system, and can maintain it. You have to take into account the way…each individual works.”

— Barry Izsak, Certified Professional Organizer® and founder of ARRANGING IT ALL™ 

 

 

Step 1: Evaluating the Situation or Issue

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When tackling any organizational challenge, it's important to start by gaining an overview. Begin with a broad perspective to understand the current situation and evaluate its level of organization.

Step 2: Setting a Desired Outcome

 

Before organizing an area, envision the ideal result as you imagine it today. Visualizing the best possible scenario provides a starting point to identify the necessary steps to reach your ultimate goal.

Step 3: Recognizing What Works

 

Identify the existing system and what's functioning effectively. Consider the saying "If it's not broken, don't fix it." Examine what's working and understand why it's successful.

Step 4: Identifying What Isn't Working

 

As you observe what works, you'll also notice less effective areas. These may range from minor issues to significant obstacles that waste time and energy. Identify these challenges for improvement.

Step 5: Creating a Plan

 

Organizing requires careful planning. Consider the knowledge or skills needed for the task at hand. Determine if additional learning is necessary, such as familiarizing yourself with new technology like a tablet or smartphone, before proceeding.

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Step 6: Mapping Out the Action Steps

 

Determine how to transition from the problem to the solution. Identify the necessary steps, where to commence, and the complexity involved. Consider the tools required and any prerequisites before initiating. Create a detailed outline of the steps needed to achieve the desired organizational outcome.

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Step 7: Executing the Plan

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This stage involves putting the plan into action. Roll up your sleeves and commence the necessary tasks to establish order. Follow the steps outlined in your plan or implementation procedures, taking action progressively and acknowledging small achievements along the way toward the larger organizational objective.

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Step 8: Adjusting the Plan

 

Throughout the implementation of the organizational plan, you may encounter aspects that require adjustment or refinement. Flexibility is key; don't hesitate to tweak or correct elements as needed to optimize efficiency and effectiveness.

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Step 9: Evaluating the Results

 

Assessment is crucial for testing the organizational system, gathering feedback, and understanding its functionality. This phase allows you to gauge your satisfaction with the new system, identify any issues, and strive for competent, workable outcomes. Expect a learning process rather than perfection.

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Step 10: Enhancing and Perfecting

 

Improving a new system may take time and iteration. It must undergo testing under typical conditions to determine its effectiveness. Allocate time for the system to be in place, evaluate its performance, and refine it as necessary until it aligns with your expectations.

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