Send in Maureen Organizing Needs Assessment©

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Before our initial consultation please complete this assessment to make the most of our time together.

Name*
First Last
Email*
Phone*
Address
Street Address City State / Province / Region ZIP / Postal Code
I normally consider myself to be:*
Check all that apply
- relatively organized but I need help with a special project
- somewhat disorganized
- chronically disorganized
- engaged in hoarding behavior
- other
If you selected other above, please list here.
Commonly I tend to:*
Check all that apply
- feel confident but would like some help
- procrastinate for short periods of time
- procrastinate for long periods of time
- work on getting organized but don't make lasting progress
- be completely overwhelmed by chaos
- other
If you selected other above, please list here.
3 top areas I want to improve*
- space
- storage
- possessions
- paper
- computer
- time
- projects
- home office
- small business
- training for employees
- other
If you selected other above, please list here.
From the top areas I want to better manage, the most important is:
From the top areas I want to better manage, the most important is:
From the top areas I want to better manage, the 2nd most important is:
From the top areas I want to better manage, the 2nd most important is:
From the top areas I want to better manage, the 3rd most important is:
From the top areas I want to better manage, the 3rd most important is:
If training employees was selected above, please list the type of business and number of employees.
If training employees was selected above, please list the type of business and number of employees.
I want to:*
- discard and/or donate many things
- discard and/or donate some things
- have someone help me determine what I should keep or discard
- learn about resources to donate or sell specific items
- keep all I have but organize it better
- downsize/right-size in preparation for moving
- other
If you selected other above, please list here.
I anticipate that I'll need:*
- one 3 hour session
- three or fewer sessions
- periodic help to stay organized
- help over an extended period of time
- considerable help from the start and ongoing support
- other
If you selected other above, please list here.
I'm hesitant to have someone help me because I:*
- I think I should be able to do it myself
- feel embarrassed
- am concerned that I won't be able to keep it organized
- don't know where to begin
- have health or other issues that make it difficult to be organized
- don't want someone going through my things or personal info
- think my situation is far worse than most other people's
- other
If you selected other above, please list here.
I'm excited to proceed because I:*
- just need an extra pair of hands to complete my project
- know I can improve with a professional's help and guidance
- am proud of the progress I've made so far
- am looking forward to living more simply and efficiently
- am ready for a new phase in my life
- have finally mustered up the courage to ask for help
- I've never learned how to be organized
- other
If you selected other above, please list here.
The work I want done:*
- can be completed over a period of _________ months
- needs to be completed within _________ weeks
- must be finished by _________
- needs to begin immediately
- can be done virtually
If your choice above includes a space to fill in information, please list it here.
Who can I thank for referring you?
Other information I want Maureen to know:
Please include comments regarding your answers, health issues, or related concerns.

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