If you’d really like to ramp up your business and kick it into high gear — join me in one of THREE cities in the South East and Midwest, for my upcoming Kick Butt Business Bootcamp!

Are you ready to:

  • …create the business model you’ve been striving for?
  • …stop working so hard and, instead, work smarter?
  • …charge what you’re worth, and reach the levels of income you’ve dreamed of?

In order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Learn more about my Kick Butt Business Bootcamps! Here are the details:

Thursday, September 14, 2017
Hosted by the NAPO-Charleston Chapter
9:30 am – 4:30 pm
The Family Circle Tennis Center
161 Seven Farms Dr, Daniel Island, SC
Details here

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Friday, October 13, 2017
Hosted by the NAPO-Chicago Chapter
9 am – 4 pm
Belvedere Events and Banquets
1170 West Devon, Elk Grove Villiage, IL
Details here

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Thursday, October 19, 2017
Hosted by the NAPO-Michigan Chapter
9 am – 4 pm
Red Olive Restaurant
1051 W Ann Arbor Road, Plymouth, MI
Details here

During the Kick Butt Business Bootcamp, you will learn how to:

  • Go through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

If you are not a business owner or entrepreneur, but know someone that may be interested in improving his or her business, please share this!

Can’t make it to the bootcamp? Contact me to discuss doing some private coaching together for your business!

If you’d really like to ramp up your business and kick it into high gear — join me in Denver, Colorado for my Kick Butt Business Bootcamp!

Are you ready to:businessbootcamp

  • …create the business model you’ve been striving for?
  • …stop working so hard and, instead, work smarter?
  • …charge what you’re worth, and reach the levels of income you’ve dreamed of?

In order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Learn more at my Kick Butt Business Bootcamps! Here are the details:

The event is hosted by the NAPO-CO Chapter
Tuesday, April 5, 2016
9:00 am – 4 pm
Inn at Cherry Creek
233 Clayton Street, Denver, CO

Early Bird Rate = $149 (until March 1, 2016)
Regular Event Price = $169 (until March 22, 2016)
“It’s Not Too Late” Rate = $189 (after March 22, 2016)

Space is limited, so register early.

Go to www.KickButtBusinessBootcamp.com for more details and to register.

During the Kick Butt Business Bootcamp, you will learn how to:grow_business

  • Go through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

If you are not a business owner or entrepreneur, but know someone that may be interested in improving his or her business, please share this!

Can’t make it to the bootcamp? Contact me to discuss doing some private coaching together for your business!

Ready to kick your business into high gear – and take it to the next level?

businessbootcampIn order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Well…. if you are in the Atlanta or Washington DC area, come to one of my Kick Butt Business Bootcamps! Here are the details for each:

  • The Atlanta event is hosted by the NAPO-Georgia Chapter 
    Saturday, May 30th
    9:00 am – 4 pm
    Decatur Recreation Center, Decatur, GA
    Early Bird Rate = $149 (until April 30, 2015)
    Regular Event Price = $169 (until May 15, 2015)
    “It’s Not Too Late” Rate = $189 (after May 15, 2015)
    Go to www.KickButtBusinessBootcamp.com for more details and to register
  • The Washington DC event is hosted by the NAPO-Washington, DC Chapter 
    Friday, June 5, 2015
    9:00 am – 4:00 pm
    Keller Williams Realty Offices, Alexandria, VA
    Early Bird Rate = $149 (until May 5, 2015)
    Regular Event Price = $169 (until May 22, 2015)
    “It’s Not Too Late” Rate = $189 (after May 22, 2015)
    Visit www.KickButtBusinessBootcamp/NAPO-WDC to read more and to register

During the Kick Butt Business Bootcamp, you will learn how to:

  • grow_businessGo through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

Can’t make either bootcamp? Contact me to discuss doing some private coaching together for your business!

Lisa-tvshowJust finished segment on @Fox40News with anchor Bethany Crouch on to-do lists. Lots of fun! Looking forward to doing some future segments.

Bethany said they’re hoping to bring me back. She wants to try to do a regular segment on the show with me as the expert. That would be amazing. But I don’t want to get my hopes up because she probably says that everyone. 🙂 She’s very charming…

The station’s producer contacted me to come to the studio and talk about how to actually get things done on your to-do list – to make your day more productive. She heard that I was presenting on this topic at the American Marketing Association of Sacramento Valley on July 23rd and wanted me to share some tips with viewers in advance of my presentation.

“To-do or not to do?” – the perpetual question that races through your mind as you try to figure out how to navigate your to-do list and actually get things done. So how can you make leeway without stressing yourself out?

Watch this segment where I share some tips with Morning Show News Anchor, Bethany Crouch, about to-do lists.

Hope it helps you to be more productive and get those to-do list items done!

(Sorry, there’s a short advertisement before my 3 minute segment)

My friend and colleague Stephanie Calahan recently posted on social media asking people to share their favorite project and task management tools. I shared how much I love using Asana! Stephanie then asked me to write a comprehensive guest blog post for her readers describing Asana, how I use it for my business (and personal life!), and why I love it so much. Thought I’d share it with my readers too!

Click on over and check it out, and feel free to leave comments under the original post over on Stephanie’s site, or below on mine.

asanaWould love to know if you are using a project and task management system, which one and how you like it. And if not, let us know if you plan to check out Asana after reading this post. Read the article here.

Check out one of my video segments for Cablevision on how being organized keeps more money in your pocket. This is a series I did with a reporter and videographer who came to my home. I will get the rest of the series up on You Tube and post for more “dollars and sense” tips! This one focuses on tracking tax deductions.


Are you a newer entrepreneur or want to start your own business? If so, check out my new 12-week business coaching/training program, The Successfully Self Employed Semester. I developed this program to help newer business owners get through the first 1-5 years and thrive with the right business guidance, information, planning, support and mindset.

The course starts on September 5, 2013, and is a teleclass-based group coaching & training program. Topics covered include business identity and branding, legal structure and issues, marketing, networking and public relations, sales, pricing and money issues, and operations.

Visit the program page for all of the details and to register: https://www.lisamontanaro.com/lmg-university/sses

For years, I have been contacted by professional organizers looking to purchase solid Done-For-You Business Foundations Templates. Well, here they are! And at special Introductory Rates that I am offering at the NAPO 2013 Conference in New Orleans and online on my website until May 31st.

These business templates are what every organizer in business needs. They provide the foundation of a well-protected business legally and financially. They make it easier to operate your business, and to sell it someday as the business is “blueprinted” through the use of these templates over time. Designed by a professional organizer, attorney, and business coach/consultant/strategist, they are field tested and will save you from having to reinvent the wheel, copy something from the internet that is not applicable and will, therefore, not hold up in court, or spend tons of money on an expensive attorney that doesn’t understand the organizing industry.

business_contractThe full package includes a Client Agreement Template, Independent Contractor Agreement Template, and Operations Manual Template, along with detailed instructions, bonus articles on key issues, two audio programs for you to go deeper into learning and customizing, and a Business Expenses Excel Spreadsheet! All templates are delivered to you digitally in PDF to preserve the formatting, and Word so you can make them your own and customize.

In addition, I am offering a special upgrade at the time of purchase only: Add on a Strategy Session with me to customize any of the templates or ask questions for only an extra $150 (that’s $50 off the regular rate of $200!).

For those going to Conference:

  • Please stop by my Marketplace Table in the Expo Hall to say hello and purchase the Business Foundations Template Package. It will be delivered to you digitally by email, so you don’t need to worry about carrying anything home with you!
  • If you think this product is a valuable contribution to our industry, please consider reflecting that by voting for it in the Organizer’s Choice Awards (ballots are due by the end of the day Thursday, April 18th!).
  • special_offerThe Package is being offered at special Introductory Rates at Conference, but for those that can’t join me live in New Orleans, you can get the same deal on my website until May 31st while the Introductory Rates are in effect. Visit https://www.lisamontanaro.com/store/products/businessfoundations/ to order online any time.
  • I will be raffling off a free 75-minute Strategy Session at Conference so be sure to drop your business card (or name and email address) in our collection pouch at my Marketplace Table to win a Kick-Butt Business Coaching Session with me (a $200 value).
  • I will be launching the Bold Business Moves 6-Month Mastermind Program for experienced entrepreneurs ready to take their business to the next level, and the 12-week Powerhouse Success Entrepreneur Group Coaching Program for newer entrepreneurs who want training and coaching at an affordable rate. More details will be available at my Marketplace Table and in the weeks following Conference, so be sure to stop by and check your inbox in the weeks after Conference for all of the details and registration, so you don’t miss out!

Looking forward to seeing many of you in person in New Orleans!

Are you Ready to…

…kick your business into high gear?

…create the business model you’ve been striving for?

…stop working so hard and, instead, work smarter?

…charge what you’re worth, and reach the levels of income you’ve dreamed of?

If you answered YES, then you cannot miss this!

Join me on June 13th at the Kick-Butt Business Bootcamp hosted by the NAPO-Baltimore Chapter in Baltimore, MD. This event will be open to all NAPO Members.

I will also be offering 2-hour laser VIP Intensives the afternoon and evening of June 13th, and all day Thursday, June 14th, for those that want more personalized attention and a targeted business butt-kicking!

What do you get when you combine an attorney, mediator, trainer of entrepreneurs, business coach to organizers and other entrepreneurs, and an owner of a successful organizing business? You get a Kick-Butt Presenter that you can’t miss!!

During this bootcamp, you will:

  • Go through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level.

Topics include:Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.

Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

Bootcamp Details:

  • Date: Wednesday, June 13, 2012
  • Time: 9 am – 12:45 pm
  • Location: Hilton Garden Inn Columbia
    “Columbia Room – East & West”
    8241 Snowden River Parkway
    Columbia, MD 21045
  • Bootcamp Registration Cost:
    Early bird rate:  $139
    After May 21st:  $159
    Registration closes on Friday, June 8th.
    Limited to 45 participants. First come, first served!

SPECIAL OFFER! Add on Private Coaching with Lisa:

Additionally, I will be offering one-on-one, targeted 2-hour private coaching sessions after the bootcamp ends to assist you in applying everything you learned in a focused way to YOUR business. My process with clients is like a laser beam to help you blast through issues holding you back, come up with a solid plan, and give you the tools to implement, so you know that in 2 hours, you can experience a huge shift.

One-on-One Coaching Details:

  • Coaching Location (across the street):
    Redhead Companies
    6011 U-boatniversity Boulevard
    Ellicott City, MD  21043
    Suite 210, Redhead’s Meeting Room
  • Discounted Coaching Cost for Attendees: $300 for a 2-hour, private session (regular rate = $400)

See all details and registration information here: http://www.napobaltimore.org/kick-butt-business-bootcamp/

Can Your Business Run Without You?

What would happen to your business if you became ill for an extended period of time?  Could someone else man the shop for you easily?  Would you be more relaxed on vacation (or at the very least, take a vacation!) if you knew that the business could be better taken care of while you are away?  Have you ever thought about hiring an employee or assistant, but are overwhelmed with the thought of training someone in all of your business systems and processes?  Are you holding onto too many tasks that you know you could be delegating, but don’t have the infrastructure in place to effectively delegate without taking up too much of your precious time as the business owner?  If you answered yes to any of the above questions, you are in need of a business blueprint!  It’s time to create an Operations Manual.

What is an Operations Manual and Why Do I Need One For My Business?

Before you started your business and in the early stages, you probably did a lot of planning.  Most likely, you were told to draft a business plan, and you may have even done so.  Unfortunately, most small business owners rarely look at their business plan after creating it, thereby rendering it meaningless on a daily basis.  A business plan is a static document, as opposed to a living and breathing one that serves as a guide to your business systems and processes.  Developing systems and taking the extra step to document them is vital to a business running smoothly and automatically.  Unfortunately, most businesses are lacking in this area.  Business owners get caught up in the daily activities of running the business, and do not take the time to document or blueprint the systems in place.  In the E-Myth Revisited, author Michael Gerber sets forth the idea that all businesses need to be “franchised” in the sense that they can run automatically, deliver a consistent experience to customers, and can be maintained, at least to some extent, without the owner’s hands-on involvement.  While you may not literally be franchising your business, Gerber’s concept broadly translates into developing an Operations Manual for your business.

What Are the Advantages of an Operations Manual?

An Operations Manual makes it easier to delegate and run your business.  However, even if you have no employees, independent contractors, or assistants of any kind, the importance of an Operations Manual should not be overlooked.  It provides structure and clarity by helping you examine the big picture and how each part fits into the whole.  It is also a handy tool for reminding yourself of your business systems when things get busy and you are overwhelmed.  The manual serves as a central location for vital business information, making it easier for you to find what you need in one fell swoop.  In a nutshell, an Operations Manual helps promote a consistent experience for your clients, and helps you avoid reinventing the wheel.

What Format Should an Operations Manual Be Stored In?

An Operations Manual can be hand written if that is your absolute preference, but I would not recommend it.  As this document is so vitally important to your business, you should maintain it in electronic format.  It is easier to revise, send as an attachment when necessary, and be backed up to avoid loss of data.  Some clients prefer to create their Operations Manual using a 3-ring binder approach.  While this may be tempting, if that binder is destroyed or lost, there goes all of your hard work in creating an Operations Manual.  Do yourself a favor and store the manual on a computer (and back it up!) or online at a secure site.

What Should an Operations Manual Include?

An Operations Manual is the manual of all manuals.  It can be as comprehensive as you want and need it to be.  It should serve as a blueprint of your business for you, your employees, assistants (virtual or on-site), and anyone else that is on a need-to-know basis.  The Operations Manual essentially covers everything that goes on behind-the-scenes of your business.  Here are some examples of what an Operations Manual may include, but as you develop one for your business, you will undoubtedly think of many more items to include.

    • Passwords to all of your online and offline business accounts
      (be sure to give some thought to maintaining proper security measures);

List of frequently used business supplies with purchasing/ordering information;

List of business documents;

Prospects intake process;

Client intake process;

Sample email templates;

List of all team members and their contact information;

Procedures for hiring new team members and training them;

Preparing for client sessions, proposal pitches, speaking engagements, professional association meetings, etc.

Client follow-up process.

Take the time to draft an Operations Manual.  It will be time well spent, and you will reap the benefits of it long after you finish the blueprint.

Copyright © 2009 Lisa Montanaro of LM Organizing Solutions, LLC.

Want to Use This Article in Your E-zine or Website?

You can, as long as you use this complete statement:

Copyright 2009. Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and operate productive and profitable businesses. Lisa publishes the monthly “DECIDE® to be Organized” e-zine for success-minded individuals, and “Next Level Business Success” e-zine for entrepreneurs. Subscribe today at www.LMOrganizingSolutions.com. Lisa is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press. Lisa also publishes the DECIDE® to be Organized blog at www.DecideToBeOrganized.com. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help take your business to the next level, contact Lisa at (845) 988-0183 or by e-mail at .