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Organizing Policies and Procedures

Use these templates to outline your policies and procedures and protect yourself.

This includes two templates in both Word and PDF format:
1. Organizer Policies and Procedures
2. Organizing Company Policies

Organizer Policies and Procedures
Organizer policies and procedures are a must-have if you have anyone working for you. This seven-page download covers everything from communication to conduct to payment to dress code. It has all you need to ensure that your organizers are doing everything you want them to do; the way you want them to do it. And, NOT doing the things you don’t want them to do!

We’ve spent 17 years developing, improving and modifying these comprehensive organizer policies and procedures. Before we had them, we incurred a lot of costly trial and error by not having the proper organizer policies and procedures in place. Here you can benefit from our learning experience and save the time, money and frustration we experienced by not having organizer policies and procedures when we first started building our team. It’s so worth it!

Organizing Company Polices
It is critical to have written policies for your organizing company. This organizing company polices template will help you avoid costly miscommunication issues. Included are a cancellation policy, payment policy, definition of billable time, donation policy, and a confidentiality policy.

This organizing company policies template will provide your organizing clients with a clear guideline to your company policies. By providing clear policies to your clients, you will avoid the headaches of late payments, last-minute cancellations, etc.

Save time and adopt the organizing company policies we’ve created, or customize them to suit your company's needs.


Your Instructor


Sarah Buckwalter
Sarah Buckwalter

Sarah Buckwalter is a Certified Professional Organizer® with over 20 years of experience in home, move and office organization. In January of 2000, she founded Organizing Boston. Organizing Boston is the largest professional organizing firm in New England and the winner of Best of Boston Home™, Best Professional Organizer.

Highly regarded and nationally recognized as an organizing industry expert, Sarah frequently lectures on organizing and business development. She has shared her organizing expertise in print and on dozens of news and television programs. Sarah has appeared several times on the hit television series, “Hoarding: Buried Alive” on TLC.

With a desire to share her experience with fellow organizers, Sarah created Organizing U . Organizing U offers professional organizer training programs, business coaching and an organizing directory.


Class Curriculum


  Organizer Policies and Procedures
Available in days
days after you enroll
  Organizing Company Policies
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!