Episodi

  • Summer planning round 3, ding ding ding. I share a lot of my life because I am part of the Organize 365® brand. I’ve been podcasting for over 12 years and over that time I have shared a lot about me, my life, and my family. Recently I shared how I wanted to spend the next 120 days upleveling the upstairs of my house. Those plans changed when Abby decided to have back surgery. And once again those plans have changed. And when evaluating my boundaries, I asked to share some news on this podcast I’d been withholding to explain why all the changes.

    My personal life

    A year or two ago I started practicing boundaries. My family has never been upset with anything that I shared but I started thinking they are adults and it’s their news to share when there’s news. I don’t need to share everything. And a year ago I decided to stop sharing vacation/trips with social media and on the app. But then I wanted to share something while I was on a trip and I questioned my boundaries. I’ve decided I have boundaries in place but when I want to share something I will even if it goes against those boundaries. My boundaries are flexible.

    Unexpected golden window

    When Abby’s back surgery got cancelled, I removed the “When Abby has back surgery” google calendar and my calendar was bare! I’d dedicated about 80% of my upcoming time to take care of Grayson and Abby. Now what did I want to do in this unexpected golden window? People often ask “I have so much to do, but when I have a pocket of time, I don’t know what to do first.” I say all you need to do is just pick. I had lots of options when that time opened up on my calendar. I decided I want to make the PhD a priority. You see, Abby had to do some pre-operation bloodwork that revealed she’s expecting. Yes!! Hence the surgery is off. This discovery led to a cascade of changes for the next 120 days. The second thing I decided I wanted to do was revisiting creating an office upstairs in our house. And I created a little bedroom upstairs for Grayson like I’d mentioned before so our house is ready for this next phase of life. Wanna know how I’m gonna spend the rest of this time?

    Italy, a Wedding, and a Baby

    Knowing the baby is coming in December, I want to plan our Italy trip for this fall. It’s been cancelled a few times, and I want to go before Abby needs us with baby #2. More news I’ve been keeping private is that Abby is engaged and they’re getting married in the Spring of 2026, so we definitely need to squeeze this trip in. Pray for me as I plan this wedding. LOL So travel, travel is the other thing I want to do for this 120 days. By the time you listen to this episode I will have just come back from Michigan. Greg and Joey are headed to the Keys. When we head to FL I’m taking Grayson to Disney (secretly hoping it becomes our little tradition.) I’m taking an adult field trip to VA. And I’ll be planning this Italian trip for the fall that we’ve talked about taking forever! So I have a few things keeping me busy.

    I will not be creating any courses or Sunday Baskets® for weddings, vacationing, or any other courses based on the events currently in my life. I’m not a public figure that is going to try to be an expert in everything I do. When I created Organize 365® I chose a subject I was an expert in and a subject that I wanted to talk and teach about until I was at least 80. Teaching others about organization is my unique gift and I’m going to stay in that lane.

    EPISODE RESOURCES:

    The Sunday Basket®

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    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!

  • Life can really get challenging when you lose someone and they owned a business. Emily and I had to face that, with our dad, and I’ve shared about it and now Anna Hall is sharing about her dad. Anna has two younger brothers and she was kind enough to share their experience with settling his estate, taking care of his business and employees, and the family house her father built with his two hands. It couldn’t have come at a more complicated time for Anna. She and her husband had just built a house one year prior to be a half mile between her mom and her dad who were divorced. And Anna was in school for her doctorate, had an almost 2 year old son, and at almost 31 years had no experience how to settle an estate and grieve the loss of a parent.

    It’s never planned

    None of us plan when we’ll pass although we may know it’s coming soon. Our passing comes with great emotional distress to those we love. How can we make it easier on them? Do like Anna’s dad did. Thankfully he was a meticulous person and all of his paperwork was orderly and passwords were readily available. It saved a lot of time and money in lawyer fees because the lawyer didn’t have to go on a wild goose chase to obtain information. Anna advises to show up with as much paperwork as you can in that first visit. Her father assigned her uncle as the executor but let Anna and her brothers be in charge. He had a will and a separate document for the business. Her father also had titles transferred upon death saving money on taxes and keeping belongings out of probate.

    What to do with the business?

    Anna called a meeting with her brothers and a long time employee of her dad’s, JR. Her dad’s dying wish was to keep him working as long as JR wanted to. One of her brothers lived out of state so he wasn’t going to be able to help and Anna worked as a teacher full time so they needed to assign roles. It wasn’t too long after that Anna, who was the leader, realized her brothers weren’t paying attention to the reports, she was fine with that but wasn’t going to devote time to that anymore.

    Anna led her dad’s company for 4 ½ years but was ready to sell the company. As fate would have it her father in law had a friend with a similar business. They needed a skilled wood crafter too like JR. Anna was able to sell her fathers company, keep JR working, and keep their current customer list serviced. It was such a blessing for Anna who now had two children and ambition to pursue a career as a result of getting her PhD. However, they did not purchase the warehouse. Anna took time to sell off items. It was sweet for Anna to have some of her father’s friends stop by, share stories, and maybe claim an item or two to remember their friend.

    There’s something about the 5 year mark

    There was something special for Anna to run the company for almost 5 years. She cherished being the one to carry on the legacy of her dad. If you find you just can’t part with some items yet, that’s ok. I always say get a storage unit, give yourself time with those items, and avoid regretting that you got rid of them. And we talked about that significant 5 year mark. I shared in a previous episode how around the 5 year mark I was able to see some of my dad’s items with less significance. You start to realize that person is a part of you and your memories. They aren’t that thing. The material things no longer represent them.

    EPISODE RESOURCES:

    Sunday Basket®

    Financial Binder

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    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.

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  • If you find yourself in this role as Executor of an estate, I want to make sure to support you best during this time by providing a little food for thought. How do you want this time to look? It’s not easy losing a loved one and hopefully this episode provides emotional support in the form of considering your mindset during this time. And we found it is best practice to have ONE executor! Emily and I were both executors but needed to be present for every singing of all the papers and Emily bowed out. She said you do it, I trust you! It’s so much easier with ONE executor!! Here are the things we did to save time, money, and spare our relationships.

    Protect Your Relationships

    We had about a 9 month heads up that my dad was terminally ill. I lived 3 ½ hours South of my dad but I made a conscious decision that while my dad was alive I would prioritize taking care of him. My sister would call and I would get in the car and head North. On those long drives I would think about the memories I wanted to create with my dad, the moments I wanted to share still, and burning questions I wanted to ask. This would be the time to finish up that Financial Binder if it wasn’t completed. This way you know you are honoring their final wishes. But really? Complete it before this highly emotional time so you and/or your loved ones can focus on cherishing the final days. My Aunts and Uncles were so good to counsel us during this time in respect to what to expect in settling an estate and planning a funeral.

    I also considered people I would be interacting with communicating things about dad’s health, his passing, and the funeral details. Out of respect, even though they were divorced, we communicated his passing with our mom first and loved ones from there. It is also ok during this time to set boundaries. I went through some scenarios to think through. How will you interact with your less than favorite relative respectfully? Keep harmony in mind.

    Processing Loss

    Based on my experience, it seems to be a female doing the bulk of the executor role. Her husband may be the actual Executor but in her supportive role she does most of the tasks. And so how do you, as a female, household manager, and maybe a parent, take time to process the passing of your loved one?You may need to cry it out in the shower. Maybe it becomes “long shower season.” I grieved my loss leading up to and weeks after his passing at my dad’s house. I found when I was home my family needed me. But when I got up to Akron that was a place I had time to grieve. But I encourage you to be selfish and take the time you need to process this loss.

    How to Process the “Stuff”

    I have this indulgent thing I do. I lay in bed half awake, half “asleep” and I think. Normally I rearrange my calendar and think through any projects. During this time I thought about my dad, my relationships, and all the stuff in his home. It was all going to be Emily and I’s. I didn’t want all of it but room by room I envisioned what I might want.

    Then, I developed this elimination process for Emily and I. She didn’t have the bandwidth to sort through each room. I wanted to support her in this time and get the house content processed so we could move forward with selling his home. Each day, I’d tackle one room and set out all the items. We’d go through and claim the things we wanted. The rest would be offered to family and then to donations. This can be an emotionally charged tough season. Give yourself grace, keep harmony in mind, and for the love…finish your financial binders people!

    EPISODE RESOURCES:

    The Sunday Basket®

    Financial Binder

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    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 Eve M who lives in Western Ireland with her rescue cat. Eve was first introduced to Organize 365® through listening to another podcast that was interviewing me about ADHD and Organize 365® solutions. Eve became obsessed about this idea of the slash pockets and organizing. She listened to the Sunday Basket® episodes repeatedly. She has a podcast too called Feel Better Everyday that she hosts, author of the book 365 Ways to Feel Better, owns her therapy practice, and is a freelance journalist.

    We rabbit trailed about having a podcast. Eve has noticed with organization she’s gained mental capacity to batch record her podcast content. And we joked how funny it is that once you notice you’ve gained capacity you continue to push it to see how much more you can accomplish with such things as batch recording. We also talked about growing business. Once you see you have room for growth, that is a great time to get a VA. Eve has gotten a VA and is surprised by how much more she can do because she’s not focusing on the admin tasks or harvesting content from work she’s already completed. There is less on her plate due to delaying some things according to the Sunday Basket® practice, but it’s all getting done within time constraints. It’s like her safety net to not have things fall through the cracks. And knowing all of the work that needs to be done helps her ensure that she has work for her VA too.

    Then we had a really fun conversation about deep dive work. I love my Thursdays when I get immersed in school studies. It allows me time to do productive deep thinking. When we get rid of some of the noise like admin tasks, meetings, delaying things till Sunday, and other distractions, we can really focus and get creative. Eve explained that this is also time to capture all of her pink thoughts. And described deep dive immersive time as being luxurious. It allows us to nourish our unique purpose and grow in it.

    She wishes she’d known to build in time for rest. I explained what fun means to me, travel!! But Eve shared her she’s been resting, taking back up scuba diving, and scheduling fun. She said she spent so much time trying to catch up, she has so many ideas though, she has realized she never will “catch up” so she’s resting and having fun instead.

    Eve’s advice is, “Keep checking in with yourself. Know that you know yourself best, you know your business best, you know your home best. Trust yourself and just keep asking yourself ‘What would be a kind thing for me to do for myself right now?’”

    EPISODE RESOURCES:

    The Sunday Basket®

    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!

  • As we are having these necessary conversations on how to be prepared for unexpected medical events or natural disasters, I saw a friend of mine Sarah Hart Unger had one of her own. I asked her to come on the podcast so we could talk about what happened, how she handled it, what she learned from it, and how she may improve her preparedness.

    I’m Healthy

    Sarah shared how she was so excited to get back into running marathons. There she was in Miami in about mile 11 of her half marathon when all the sudden she heard her body say something wasn’t right. She bunked (marathon runner speak for running out of steam) and she was surprised and disappointed, why was this happening? Her friend took her to the medical tent and they told her all was well. She was so confused because she was a runner and she considered herself a very healthy person. Five steps into leaving the tent something told her no, and to go back. Moments later she was on her way to the hospital. She was pleading with them to just let her get to the hospital to be put under so they could shock her heart there, not that moment in the ambulance! Sarah has been diagnosed with a rare condition called Arrhythmic Cardio Myopathy.

    What Systems were in place?

    Thankfully Sarah was near where her in-laws live so they could support Sarah during her hospital stay and gave comfort to her daughters that someone was there comforting their mom. Sarah appreciated the medical team that took care of her, she felt heard, that they were honest with her, and was thankful for the way they cared for her. She wrote questions down because sometimes there wasn’t anyone to ask if it was like 2am. And she had realistic expectations of how long it may take to get a diagnosis.

    She got images in hand for additional specialists she wanted to see for second opinions. She advises to always ask for the images and reports. I feel like digital records help us to be productive and physical records help us to look, analyze, and see patterns. We’re all under this false pretense that our records are digital. And they may be, but, do you want your doctor visit to consist of tracking results down or do you want it to be focused on the course of action for treatment? Remember the mini medical binder is available for free right now. If you even show up with that you are ahead of other people. You can just start putting the medical papers in a pile and bring them. Sarah is a Pediatric Endocrinologist and says that she’d rather have people show up with results and reports messy than not at all.

    How to better prepare?

    Sarah wishes she had her old labs and EKG’s for comparison sake. I remember being able to show my doctor my cholesterol history and I avoided being put on medicine. I showed that for years my normal is in the “yellow” zone. Sarah also wishes she would have headed the advice to get another EKG years ago but life got busy and she forgot. Sarah stressed that we have to take care of ourselves just like we do our children. She accredits their amazing nanny for being able to step in and fill in the gaps. However, because they always plan their week out and share it with the nanny, they nanny knew how to fill out the schedule for the family. Sarah suggested a family member maybe come observe a couple days at your house to see the day to day unfold and be aware of what they may need to do in your absence. It’s ok if the ship sinks a little like if someone has to miss soccer, that’s ok. Sarah warned “Don’t ever assume ‘I’m healthy, nothing can happen to me.”

    EPISODE RESOURCES:

    Mini Medical Binder

    Sunday Basket®

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    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 Amy L. who is married with a son, daughter, a dog and some chickens. At the time she found Organize 365® she and her husband were working full time and raising cattle. Amy was lured to Organize 365® by the cozy pictures people were posting with a drink and their Sunday Baskets® on Instagram. I had forgotten all about that!! She had to check out what all the fuss was about. Organize 365® became the first podcast she intentionally listened to to learn about organization. Amy was in the middle of a remodel and had hit her tipping point. Paper had always been the bain of her existence but now she couldn’t locate important papers and she felt out of control and irresponsible.

    So Amy is in the middle of remodeling her house and her husband planning to start a business, when she gets a call from her brother saying “Something's up with dad.” Turns out something had been up with dad for a while but her brother had been trying to handle it. I don’t talk about it much but it was very relatable to me when Amy shared that her dad had late-onset of bipolar and he was acting manic. Amy was smart enough to get her name on her dad’s bank accounts and she became power of attorney but needed someone to diagnose him incapacitated. Amy was burned out. She explained her life as unmanageable at that time.

    Amy decided to quit her job in June of 2024. Her family needed her, especially her daughter with ADHD, dysgraphia, and dyslexia, and her son with autism and ADHD. She talked to her husband and they agreed to sell off their cattle. Amy’s dad ended up passing away in August of 2024 followed by her having a heart attack in November. She called for an ambulance after making arrangements for her kids and informing her husband. She kept saying she was under so much stress she felt like she was going to “stroke out.” She had a spontaneous coronary aortic dissection. We had quite a long conversation about that day and the day I drove an employee to the hospital who was having a heart attack. She accredits the Sunday Basket® for saving her butt because her short term memory had been affected by the heart attack.

    And that brought us into a very real conversation about your attitude in your 40’s and 50’s. We aren’t trying to be crass and we love our families. But in your 40’s you stop caring about what others think and in your 50’s you save what energy you have for important things or yourself, blame it on the hormones or lack thereof. I gave the example of when Grayson has an allergic reaction, I don’t need to be at the hospital. I can simply get updates from his mom. I know I am supporting her and if she needs me I’ll be there but if not, I’ll stay and get homework done in the office.

    Amy expressed gratitude for the grace I suggest women should give themselves with getting functionally organized not Pinterest organized. She loves that a person can get organized but it doesn’t have to look perfect in the end. Amy loved that it wasn’t perfect but it wasn’t cluttered anymore either during her renovation. She’d had the Sunday Basket® and listened to the podcast for 18 months before she put it all into action. She’d been gaining knowledge and learning how to give herself grace to get started and not need it to be perfect. She feels like the episodes are so relatable. And I added yes, you all are my friends and I want it to feel like we are just girlfriends talking. It’s nice to know that’s exactly how Amy hears it.

    Amy’s advice is, “Start small, start somewhere, and listen to the podcast”

    EPISODE RESOURCES:

    The Sunday Basket®

    The Paper Solution®

    The Productive Home Solution®

    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.

  • Take Shelter! As I record this coffee chat, our office is under a tornado watch! How timely? If anyone in our community finds themselves dealing with a natural disaster or unexpected event, I have created a space for us to come together and give or get support! The community was able to help victims of Hurricane Helene and now I want for all of us to be able to help or get help in those circumstances. But not all hard seasons of life are because of a natural disaster. So I am calling this a relief group. I want you to be able to raise your hand and be vulnerable to say “I need some help!” It’s the Organize 365® Relief Group.

    I also know the value of having medical information accessible on paper in the event you need to evacuate quickly or go take care of a loved one. In episode 651 - Productive Disaster Preparation and Relief, I went over an Emergency Go Bag and a packed overnight bag/suitcase plus additional ways to just be prepared for unexpected events. In that Emergency Bag, I want you to have your medical information so I am giving away the first half of the Medical Binder. This is a way I feel I can help. Go to www.organize365.com/relief and download your free copy.

    You will also get access to our community where you can connect with others who have gone through what you are going through. It’s not through social media so you aren’t in the public fish bowl where someone may see a post you don’t want them to see, there aren’t ads, cookies, or bots spying on you either. And you can ask for items you may need. The way I see it, we all have enough stuff. If someone needs something you have in storage, you can simply ship it to them. You may not really want to throw that thing away, you’d rather donate it. And nothing feels better than giving to someone in need, knowing you helped in some way.

    Upcoming Episodes that will give you additional ways to be prepare:

    652 - Organizing Your Role as a Power of Health Care

    654 - Organizing Your Role as a Power of Attorney

    655 - Organizing Your Role as the Executor of an Estate

    EPISODE RESOURCES:

    Get Your Mini Medical Binder and Join the Organize 365® Relief Group

    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.

  • While the world seems calm, in terms of natural disasters, I wanted to offer three levels of ways to be prepared. Natural disasters are unexpected events and I want you to be prepared for anything that may come your way. I used two filters to concoct these courses of action to be prepared; “What would be harder to do once the disaster has happened?” And “How can I invest in being more self-sufficient and less dependent?” Preparedness is not a necessity but a way for you to be part of the solution.

    Level One - Go Bag!

    You get news that you need to go see someone in the hospital or you need to evacuate, what do you take with you? I encourage everyone to have a Go Bag and fill it with items that would make you more comfortable. Think, if you were going to travel on an airplane, what would you want? I provided so many options of how to be prepared that this will become a reliable episode to share with anyone facing an unexpected event but hopefully everyone hears it before they are desperate for the information!

    Level Two - Packed Suit Case

    I understand this may seem a little next level for planning but when we get caught off guard and called away from home, our brains are scattered and it would be easy to forget things. I advise you to slowly build this packed suitcase. Maybe during Black Friday you pick up an extra curling iron so you don’t have to worry about forgetting to pack the one you use daily. Half of my suitcase is always ready with my toothbrush, brush, sound machine, curling iron, and so forth. In the event I needed to drop everything and go or simply to travel, I’d throw in some jammies and a few outfits, and out the door I’d fly. If you have fires creeping close to your house I want you to be prepared to be able to do the same!

    Level Three - Information Management

    When I used to organize people’s homes and paper, I would use their filing cabinets until one time I was forced to tell a client to leave them behind. That paperwork is so valuable and I never wanted to tell someone that again. That’s why Organize 365® switched to binders, paper needs to be portable. When fires are near your home and you need to get away quickly, there’s no need to worry, grab them and go! When I was settling my father’s estate, I never found myself near the filing cabinets that had all the information, when I was being asked for it. You need easy access and it’s not always due to a natural disaster or an emergency.

    Prepare, Support, Cycle Preparedness

    I asked the question: “Can a natural disaster be a Golden Window?” Sounded crazy as I said it but I thought of a few ways it could be viewed that way. I shared ways of how to be prepared with food, water, and power, in the event of a natural disaster. In the Organize 365® community there is a way to find support and give support. I never want people to be forgotten after these tragedies so we have the “Forget Me Not” Basket in Carolina Blue in effort to honor past events and future events. It’s also where you can go to download the mini medical binder to have in these go bags and suit cases. These natural disasters happen and we watch on tv helplessly. We now have a way to help anyone from 1 person to thousands going through the same thing in the community after the camera have gone home and the news coverage has stopped. And lastly, stay prepared by including updating these items each home planning day. I don’t want people to be caught off guard and unprepared so I wanted to share how you to can be in a constant state of preparedness too.

    EPISODE RESOURCES:

    The Sunday Basket®

    The Paper Solution®

    The Productive Home Solution

    Organize 365 Relief Group

    Ep. 610 - Productive People's Mindset - Living a Prepared Life

    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!

  • How exciting Planning Day for Teachers, not to be confused with Teacher Camp. Teacher Planning Day will be July 9th. You will get a workbook and we will really dial in your routines. We’ll be talking about when you first get to school, what do you want your routine to be for when you get a break, and what do you do right before you leave for the day? And as important as those routines are, we’ll be talking about your personal routines too. That will be a total of 6 routines. This will be the first time that Organize 365® holds a planning day for teachers to help you get systems and habits in place that will support you throughout the year.

    We’ll discuss theme days, like you always do grading on a Tuesdays or weed through your email on Wednesdays. We’ll be going over the slash pockets to set goals in place for the year. And we’ll do all of that by going through the workbook. What will you goals be for you and personal development? I’ll show you how take a look at the time you have and show you how to fill out the time pie pages. You might choose to spend your time more strategically to get better results.. We’ll plug in all the annual activities so at a glance you can see upcoming months and plan for those activities. And right now all planning days are 20% off so what are you waiting for? Are you ready for your smoothest school year yet?

    EPISODE RESOURCES:

    Teacher Workbox

    Teacher Planning Day

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    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.

  • Calling all my inquisitive podcast listeners! I have been podcasting for TEN YEARS and sometimes I wonder if I’ve already talked about the topic that I’m getting ready to record. I shared that Abby is getting ready to have back surgery and I will become Grayson’s primary care giver until she recovers.

    I imagine I will use all my energy on Grayson this summer. Soooo, when we were discussing the podcast summer plan, as a team, they came up with a great idea! How about the listeners get to ask burning questions. So I want you to submit all your questions or situations you want advice about this summer via email [email protected]. And I will answer them and tell you what “Lisa would do.” I can’t wait to see what you ask and think about the solutions I will offer.

    EPISODE RESOURCES:

    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.

  • Happy Monday! Today, we’re talking about how to combat teacher overwhelm. In this episode, Lisa is joined by Jayme (from the school pilot) and Anna (a member of the Organize 365 team) to talk all about why teachers are feeling so stressed and what can be done to help support educators.

    Support for Teachers

    Some of the resources we found address ways to support teachers who feel overwhelmed by all of the demands of the education field. Some of the ways to support teachers include reducing or streamlining the number of administrative tasks teachers are burdened with, as well as helping teachers get organized. These are all things that we offer inside the The Teacher Workbox system and that will be addressed in Teacher Planning Day this summer.

    At Organize 365, we built the Teacher Workbox as a means to support teachers in the administrative side of their job. Teachers receive training in their preparation program on lesson planning, classroom management, and lesson design. We step in to help provide teachers with an organizational system to manage their time and streamline as many tasks as possible.

    A Sense of Community

    Peer support helps ease feelings of teacher overwhelm, and we love that we can offer the supportive community of educators inside the Organize 365 Community App. This is where teachers have the opportunity to share ideas, ask questions, and learn from one another. Teacher Camp is a live opportunity for teachers and other educators to get to know one another and work in collaboration as we set up our Teacher Workboxes for the coming school year.

    How Much Time Are You Wasting?

    At the end of the episode, both Jayme and Anna confess to having made their own Sunday Basket before purchasing the actual Sunday Basket from Organize 365. They share how much time and money was wasted trying to create a perfect system, when the supplies they really needed were already available through Organize 365. They also reveal how no system they could create on their own was able to support them in the ways they needed because the do-it-yourself system did not come with a course, online community, or Sunday Basket Club that are needed to truly understand how the system works. If you are thinking of going this route, how much time and money are you willing to waste?

    EPISODE RESOURCES:

    Gallup’s State of the Schools Report: Insights to Inform Higher Education adn K-12 Leaders

    2023 Teacher Shortages: What to Know About Vacancies In Your Region

    Prioritizing Teachers’ Mental Health

    The Best Benefits You Can Give Educators: Easing Their Mental Load

    A Dwindling Number of New U.S. College Graduates Have a Degree in Education

    2024 Teacher Shortage Statistics Show We Still Have a Long Way to Go

    Nguyen, T. D., & Kremer, K. P. (2022). Burned out and dissatisfied? The relationships between teacher dissatisfaction and burnout and their attrition behavior. Elementary School Journal, 123(2). DOI: 10.1086/721772

    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.

  • Well the time is here! Abby is finally getting a back surgery we knew would need to be done despite all the cortisone shots and physical therapy. I don’t share this so you can plan when your next family member needs you for a surgery. I’m sharing all my planning thoughts and iterations because where else do we hear this stuff? How do you learn how others plan? This is for any event you have coming up that requires a lot of shifting and planning. I’m going into a time where there will be a plan and I can not just “not feel like it.” I have to do what is on the plan in order to have success.

    Operation “Take Care of Grayson”

    What does this mean for me? Full time primary care giver to Grayson. Honestly, I’m using the lens that this is a unique opportunity to spend these months with Grayson and support Abby.

    The first thing I knew I needed was to think about how I was going to entertain this active big 4 year old. I have a routine I am going to try out based on tiny details of care that Grayson needs and what he’s used to. And I’ve thought about a lil lunch box I can pack for on the go, what all needs to be in my purse at all times for Grayson, and a backpack in the back of the car with things we may need when we are out. The routine is in small chunks of time that I can start to give back to Abby as she recovers.

    Next Layer: The Family

    When going into a time of new demands on your time and capacity, you need to look at it in reverse order to figure out how to still meet as many personal and family obligations as possible. So next my brain went to the rest of my family. How will I care for Greg, Joey, and help Abby through recovery. Greg has this trip to the Keys planned to take with Joey and his dad. It’s important and I encouraged them to still take it. It’s during the first week after Abby’s surgery. I’m asking Greg to take on a few tasks to make sure we all get fed and Grayson gets to and from Daycare.

    I’ve been reading up on this surgery and the recovery process. I have tried to consider the physical things Abby may need to aid her in her recovery. But I have also been considering the emotional toll this may have on her. Might be tough watching me play mom to her child for a while. I will do my best to include Abby to keep her spirits up. And the physical therapy! Likely I will have those scheduled before the surgery takes place.

    I’m sneaking in an adult field trip before surgery to fill my cup and one after Abby’s surgery to give me something to look forward to. I also looked at work and rearranged the things I need to be in person at, to the mornings, when I will be in the office. I’ve decided to work from home for the first week. And Saturday showed itself as a day I can take advantage of being in the office because Greg can be home with Abby and Grayson on Saturdays. I will be working on my dissertation starting now because I have time and then Saturdays. Please cross your fingers all the research I’m going to do in advance about Prospective Memory will be worth it because I have not got the green like on this yet. But it’s a risk, for times sake, that I have to take.

    How Will My Planning Day Workbook Look This Time?

    So after taking 32 minutes to tell you all about my planning, I opened the Planning Day workbook. I walked through the workbook and shared, off the cuff, my thoughts about how I will plan according to each page. Ha! I was actually caught off guard on a couple of upcoming things like birthdays and our anniversary. Yeah, Abby needs an oil change and I checked but my car is good for a while. These are the things you should be thinking about going into something this big, what can I get done now to make this upcoming busy time more smooth?

    I am trying to think of everything. I will continue to mull over my calendar and rearrange things as necessary. This is a ridiculous amount of planning that my future self will thank me for doing. This is the kind of detailed planning we do in Planning Day!

    EPISODE RESOURCES:

    The Sunday Basket®

    Planning Day

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  • We work fast! So excited to share the Embrace Add on that we created in collaboration with Heather S. As you heard in the previous episode, Transformation with Heather S., she has a 6 step process to help you really process life, understand where you are now because of events you have gone through, and ultimately move beyond those emotions. Emotions can hold us back from moving forward.

    Step 5 is realizing you are worthy! And now you need to ask yourself, “What you want from life?”

    And finally, Step 6 is getting to a place of realizing your value. And since you have so much to offer, ask yourself “what can I give or contribute to life? How can I use my gifts?”

    What if we just started to dream again? Even if you have done Embrace in the past, you are a new person than the last time. You have lived more since then and it may be time for you to rediscover what you are uniquely created to do. You can now get the Embrace add on which has water colors, special markers, water color paper, and other goodies to process your emotions through art therapy. Heather will take 2 hours to walk you through the prompts and activity to get the most from your Embrace experience.

    EPISODE RESOURCES:

    Embrace Add On

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  • In this episode, I introduce you to Heather S. She is a mental health counselor who is married and mom to 5 children. They have their own little “farm” they call home. Heather was in a hard season of life when she heard Sara Dean interviewing me on the Shameless Mom Academy Podcast and I was talking about the Sunday Basket®. Heather was a grad student, her dad was ill and Heather was his primary caregiver, not to mention she had a 21/2 year old at the time. Her brain felt very busy and she thought the Sunday Basket® could help. Heather believes that planning and organization is one of the best gifts we can give ourselves.

    Sometimes, as women, it seems as though we are expected to know how to keep a house. It’s ok if you don’t know how and you need to hire someone or purchase a course to teach you. We both agreed that organization is self care! There’s one component of being a household manager that negatively impacts a person and it’s the emotional. It’s based on how well we think we are at the managerial and cognitive pieces of running the home. And there’s a lot of negative internal chatter about it! The Sunday Basket® quiets those comments.

    Heather had been successfully using a DIY Sunday Basket® with her large family, so Heather and her husband agreed to invest in the Organize 365® Sunday Basket to get additional support. She shared about how she does Christmas. She shared her hacks on how not have to wrap presents the night before, how she makes her kids lists, and how to not overspending! And wait till she explains her sick box, genius solutions! And since that was such a success, it made sense to invest in the old All Access program to get their house in order to sell. It made $20,000 in sense! Once they decluttered and met with their realtor again, they added $20,000 to the selling value of their home by just painting and decluttering! Then they moved, Heather got her Masters, added some dogs, and a child!!

    The last half of our conversation was about Embrace, currently the self-guided retreat until I am done with the PhD. She pointed out how important it is to do the journaling and coming to terms with your past. Through journaling we can all notice what we say to ourselves, the lies we tell ourselves, and look at what we wrote to decide if it’s true. We can journal to explore what we want. And specifically with Embrace, it made so much sense to Heather because she’s done that hard work of journaling and reflecting. And there is are many scientific benefits of pen to paper. The reality is you can’t get to “What is my unique purpose and how can I share it?” until you have accepted that you are worthy and have great value to give.

    She lost her father shortly after having her 5th child. How does one grieve and celebrate a new life at the same time? Heather had to use her planning and journaling skills to work through that grief while still taking care of her family the way she wanted to. She scheduled her grieving time and you may need to do the same. Take the time to process your past to get to the place where you can feel worthy of organization. You can then realize you have so much to offer this world. And finally with embrace, explore how you can impact the world with your unique gifts and talents. Heather has this great 6 step art therapy journal prompting process that she takes her clients through. She really shared a lot about the process and I believe so many people would benefit from doing the internal work before diving into Embrace. We are all worthy and valuable.

    Heather’s advice is, “We need to start with the internal work. Sitting and taking time to do the internal work first will let you stay motivated and on track to do what you need to do.”

    Heather shared her desire to do so in collaboration with Organize 365® someday. If you liked Heather and her ideas, you DON’T want to miss the next Coffee Chat!!

    EPISODE RESOURCES:

    Embrace

    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.


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  • We’re spending all this time invisibly planning. I desire for it to be more visible. For home, I have always planned in these trimesters, 120 day chunks. You can hear all about it in ep. 132. I call these chunks summer, fall, and winter. When the PhD is finished (hopefully in Dec.) I will have planned 9 chunks. Each chunk of time starts with this natural break in the hustle of life and gives us these organic bursts of energy to declutter, organize, and reset. It became very clear to me the energy of each season during this PhD journey. What did I plan? How did it go? And how am I leaving this PhD phase of life?

    Summer (May-August)

    Sing it with me “Schoooooool’s out for summer”...these are the more relaxed months of the year. The invisible work you would have done for this chunk was planning how to keep the kids busy, summer vacations, and this is usually a personal development time for me. The PhD is all personal development. Summer of ‘23 was “Busy” because I’d applied and been accepted into the PhD and lil Grayson turned two so he was into everything! I had each minute planned with the goal of getting my PhD that I basically missed summer! This summer was the hardest. I took less time to plan because Greg and I went to England. And I don’t regret it! Grayson was 3 and he was on to me. He KNEW when I was home and he wanted to play. But I’d made the choice to pursue this PhD and I had to choose it over Grayson for this season. So I moved almost everything to the office. Another lost summer.

    Fall (September-December)

    Fall seems to be an easy chunk of time for me. This season you have planned for back to school and the holidays. Things seem to go easier and thank God for football. Because Greg loves football and that means I don’t have guilt getting in a few more hours of studying or completing more assignments. I’d only taken 2 classes which lightened the PhD demand on me. In fall of 2024, I had to ask myself “How do I not do again, what I just did in summer?” I took a trip with Greg, I only took 2 classes and focused on the holidays.

    Winter (January-April/Mayish)

    Winter starts with all of us coming back from Christmas/Holiday breaks. In 2023, I planned to change all my habits and routines to be a PhD student, you can hear all about that in ep. 519 and/or the Monday PhD episodes I did around that same time. I knew it was going to take me 25 hours so I blocked that time off my calendar. It's no good to set a goal but not set aside time to achieve it. For my 2024 winter chunk, I’m calling it “treading water”. This was a really hard chunk of time because Greg had rotator cuff surgery, we’d remodeled Joey’s condo, and we were planning to remodel Abby’s space downstairs next.

    How I’m Ending My PhD Phase

    I’m calling this last chunk of time “the grind”. I have finished the classes portion of completing the PhD. As I see the finish line in sight for the PhD, I am walking away so happy and proud! I’m proud of myself for the mental capacity I’ve grown. I am so proud that I put earning a PhD as one of my priorities. I would cheer anyone on in my family to do the same for themselves. It forced me to set better boundaries with my family. I encourage you all to do Planning Day and I do it for myself too to make sure I am pouring into my marriage and family, that I am prioritizing self care, to travel, and breakdown a big project I want to accomplish. Sometimes you get that project done in one 120 chunk and sometimes it’s multiple chunks over the course of 3 years. Just make sure you prioritize your family and have good communication so they have accurate expectations. None of this happens accidentally, like a PhD, you have to plan for it!

    EPISODE RESOURCES:

    The Sunday Basket®

    Home Planning Day

    120 - Productivity #6 - 10 Ways to Find More Time

    Ep. 519 - Organizing my PhD journey Part 1

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  • PLANNING…it’s the one thing that you can control in these unsettling times. Planning Days are now 20% OFF! The best part is, when you sign up for the subscription, that price is locked in for future planning days. Planning will help you to make better choices and establish routines and new habits. Routines and habits take a little more time to become second nature. Routines and habits change your character of who you are over time through intention and discipline. That’s what we do in Planning Day. There are three types that Organize 365® offers; Home, Friday Workbox® and now the little sister…Teacher Planning Day.

    Planning days help you to look at your time and plan ahead for the next 120 days for the Home or 90 days for Work. You will establish routines that will lead to habits that end up freeing up your cognitive load. You will look at how you are currently spending your time and think about how you want to spend your time. Each planning day comes with a workbook to work through what your next 120 or 90 will look like.

    You all may be familiar with Home and Work Planning Days but I want to share with you a little bit about what to expect in the Teacher Planning Day. You will look at the personal development goals you have for yourself, not the ones given to you by your administrator. You’ll look at theme days, your planning time, and how to be productive. I’ll go over the Teacher Workbox with you and we’ll talk about the pink slash pockets and what you want to do for personal development or ideas for your classroom. The purple slash pockets used for 3-5 projects you want to complete. With the blue slash pocket you’ll think about a communication goal, your team, and maybe a goal you all set together. And then the green slash pocket, I’ll explain how to use it for administrative tasks and your checklists.

    OOOPS…we made a mistake and I have decided to roll with it. I know how planning will help you to feel in control in a time when you may feel uneasy. So the Complete Home Organization Bundle accidentally got included in this sale. I feel so strongly that planning is what we all need right now so I’m keeping this on sale too. If you have been interested in the bundle, now is your time to get it. And at this price your planning day is almost free. You will get the Productive Home Solution® as well as a Sunday Basket®, the Paper Solution, Binders, and the workbooks, check out the link below for full details.

    If you wanna be around other go-getters, driven, and positive people then Planning Day is the day you don’t wanna miss. Once the Planning Day has happened pricing will go back up. So take advantage of this deal and get in the driver’s seat and get the Planning Day that is right for you!

    EPISODE RESOURCES:

    Home Planning Day

    Friday Workbox® Planning Day

    Teacher Planning Day

    Complete Home Organization Bundle

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  • Happy Monday! Today we’re talking all about habits like what ones do we have, how they are established, some really interesting studies about habits and routines, and how you too can reprogram yourself to have productive habits. Brown University defines a habit as a repeated action that becomes an automatic behavior with little to no thought.

    Life Long Intentionality Setter

    As a child, I was in charge of my fun. I remember going to the stationary store and getting planners about three times a year. Anna pointed out the coincidence of Friday Workbox® Planning Day happening three times a year as well. I like to maximize my time. I get my planner out and fill in the tasks that need to be accomplished and then I start thinking about what I want my routines to be. I intentionally set routines to include somethings I’d like to end up as a habit with the understanding these things will make me more productive and achieve my goals. I feel like a person can successfully add a new habit each Planning Day. On average it takes a person 66 days to establish a new habit.

    Effortless Self Control

    Habits are stronger than your beliefs. You may believe fruits and vegetables are better for you. However if you habitually eat cookies…that habit will likely continue unless you make environmental changes. Remove the cookie jar and put healthy food in its place. Now when you habitually visit where the cookie jar was you will grab a piece of fruit.

    And with our habits we have lower emotional reactions. We talked about a study where students’ habits were questioned. They determined 43% of their day was habitual. Your emotional response to waking up early on daily is reduced when you have done it for a long time. And once you decide to clean your kitchen, the routine is habitual and you can sing along to music or think about something else because you have a routine to how you clean your kitchen.

    Context Clues also support effortless self control. If you have a habit of putting on your deodorant after you brush your teeth, your toothbrush is the clue. But let’s say on vacation you have all your toiletries in a bag. You brush your teeth but because your deodorant isn’t in plain sight, you go sight seeing and remember you forgot to put on deodorant.

    Prospective Memory

    This is the theory I’m thinking I will do my dissertation about. It’s something you are reminded you need to do but in the future. Say you are talking to someone about the grocery store and that reminds you that you need to pick up a card for a wedding next time you are there. It’s like you are trying to remember things for the future. They are related to a location or a time. You could be reminded about the card by time as in the wedding is a 5pm and you need the card by then.

    Are You Maxed Out on Habits?

    A person can only do so much everyday, even the amount of habits they have. Are you programmed correctly? Planning Day, with Organize 365®, really helps you to analyze your time and look at what you are currently doing. You may see some changes you need to make and then plan how you will do it . To do lists and diaries have been found to be inefficient because there’s no place for holding things like a card for an upcoming wedding or ideas you are simmering on. When you write one task on an index card and throw it in your Sunday Basket®, you are able to categorize, make a plan of completing those tasks, and delay decision making until necessary. I hope you can join us May 3rd for Home Planning Day or June 6th for Friday Workbox® Planning day to get productive habits in place so you have more cognitive space for other areas of your life.

    EPISODE RESOURCES:

    https://www.brownhealth.org/be-well/why-habits-can-be-good-thing

    https://www.sciencedaily.com/releases/2023/04/230417155750.htm

    https://www.apa.org/monitor/2020/11/career-lab-habits

    https://onlinelibrary.wiley.com/doi/epdf/10.1002/ejsp.674

    Wood, W., Quinn, J. M., & Kashy, D. A. (2002). Habits in everyday life: Thought, emotion, and action. Journal of Personality and Social Psychology, 83(6), 1281–1297. https://doi.org/10.1037/0022-3514.83.6.1281

    Sunday Basket®

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