CLUSTER
Human Services
CONCENTRATION
Personal Organizer
WVEIS CODE
HU1090
Personal Organizer is currently being developed by O*Net.
INDUSTRY CREDENTIALS
National Association of Professional Organizers, Certified Professional Organizer: http://www.napo.net/
HU 0911 Personal Resource Management aligns with standards from American Association of Family and
Consumer Sciences (AAFCS) Pre-Professional Assessments and Certifications (Pre-PAC) Personal and Family
Finance Certification.
http://www.aafcs.org/CredentialingCenter/finance.asphttp://www.aafcs.org/CredentialingCenter/finance.asp
Sample of job titles upon completion of the concentration: Professional Organizer, Project Manager,
Residential Organizer, Office Organizer; Personal Assistant
REQUIRED COURSES (Sequence Preferred)
WVEIS Code
Course
1230
Essentials of Professional Organizing
1231
Fundamental Organizing Principles
1232
Project Management for Professional Organizers
0911
Personal Resource Management
ELECTIVE COURSES
7321
7341
Psychology
Sociology
SKILL SETS
Career Preparation Skills
Safety
Leadership Development
Customer Service
Personal Organizing Professional Principles
Fundamental Organizing Principles
Preliminary Interview and Assessment
Project Development, Implementation and Management
Evaluation, Follow-up and Maintenance
Project Assessment
Budget Management
Time Management
Project Closure
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Skill sets for Career Preparation Skills, Safety, Leadership Development and Customer and Personal Service
should be integrated throughout the concentration as remaining skill sets are delivered.
Skill Set
Knowledge Objectives
Career Preparation Skills
Students will demonstrate knowledge of
Performance Objectives
 career paths.
 goal development and achievement.
 attitudes and work habits that support career retention and advancement.
 personal qualities and abilities needed to be effective with children.
 communication in varied contexts.
Students will
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Skill Set
Knowledge Objectives
relate skills and abilities to possible career pathways.
explain methods of goal development.
discuss methods of time management and task coordination.
practice professionalism in punctuality, appropriate dress, task completion, etc.
investigate methods of supervision such as giving and receiving feedback and
instruction.
 develop and present a statement of their personal work ethic beliefs.
 prepare an application, cover letter, resume and thank you letter.
 create an employment portfolio for use when applying for employment.
 practice simulated job interviews.
Safety
Students will demonstrate knowledge of
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Performance Objectives
safety practices, policies, procedures and strategies related to both personal
and environmental safety on personal organizing projects.
 criminal activity, domestic violence and personal assault.
 respiratory, contact and ingestion dangers.
 risks associated with insects and animals.
 emergencies related to lifting, exertion, individual limitations and temperature
extremes.
Students will
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define personal and environmental safety on the job as a professional
organizer.
anticipate and avoid or mitigate potential safety risks.
recognize subtle dangers that would escape the notice of the average person.
list health and safety tools of the trade and assemble a safety kit.
help clients to identify and correct dangers in their homes and offices.
plan safe and appropriate responses to a variety of dangers and emergencies.
recommend environmentally responsible disposal options for hazardous
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Skill Set
Knowledge Objectives
materials.
 identify options for further preparedness training and research.
Leadership Development
Students will demonstrate knowledge of
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Performance Objectives
public speaking.
parliamentary law.
leadership concepts.
characteristics of effective teams and organizations.
Students will
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Skill Set
Knowledge Objectives
develop and deliver speeches.
participate in meetings using parliamentary procedure.
attend leadership conferences and training (local, state and/or national).
volunteer in community service opportunities.
participate in career development events.
Customer and Personal Service
Students will demonstrate knowledge of
Performance Objectives
 customer/client needs assessment.
 quality standards of human services provision.
 evaluation of customer/client/patient satisfaction.
Students will
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communicate effectively with customer/clients to determine service needs.
demonstrate standards for quality humans services provision.
analyze methods for evaluating customer/client satisfaction.
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Essentials of Professional Organizing
Skill Set
Knowledge Objectives
WVEIS 1230
Personal Organizing Professional Principles
Students will demonstrate knowledge of
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Performance Objectives
the profession of organizing.
standards, ethics and credential available through National Association of
Professional Organizers.
 work variables regarding personal organizing.
 specialties within the field of personal organizing.
 starting an organizing business.
 resources available to personal organizers.
Students will
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Skill Set
Knowledge Objectives
define the profession of personal organizing.
discuss the history of the industry.
explain the basic approach of personal organizing.
explain the benefits of National Association of Professional Organizers
membership.
 describe the requirements for board certification as a Certified Personal
Organizer.
 identify specialties within the field.
 determine fees and billing process.
 examine resources for business systems and other aspects of personal
organizing, including technology
 discuss the key features of a client agreement for a business organizing
project.
Preliminary Interview and Assessment
Students will demonstrate knowledge of
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Performance Objectives
characteristics of clientele.
 interview techniques for each specialization of personal organizing.
 assessment techniques.
 client’s personal challenges.
 client’s physical challenges.
 client’s environmental and space challenges.
 client’s equipment challenges.
Students will
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examine various characteristics of possible organizing clientele.
analyze assessment needs for each specialization within personal organizing.
explain chronic disorganization (CD) and its predetermining factors.
differentiate between the emotions of CD versus non-CD clients.
examine factors relating to AD/HD, personality types and learning styles.
explain components of initial phone intake to determine client needs and
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viability for proceeding.
describe methods for conveying the importance of needs assessments to
clients.
identify diagnostic areas critical to assessment.
describe strategies to assess a client's technology skill level and technology
needs.
describe how to prepare for initial client meeting.
examine the use of forms and tools to complete an assessment.
describe how to conduct a successful assessment.
analyze how to market additional organizing services when appropriate.
identify organizer limitations and additional/alternative resources, if
necessary.
describe how to determine the best type of assessment method for
organizer and client.
compare and contrast assessment methods for the various specializations
within personal organizing.
describe successful client follow-up strategies.
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Fundamental Organizing Principles
Skill Set
Knowledge Objectives
WVEIS 1231
Fundamental Organizing Principles
Students will demonstrate knowledge of
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Performance Objectives
elements and skills of organizing for each specialization of personal organizing
and various types of clientele.
 fundamentals of paper and time management.
 principles of space utilization and workflow.
 maintenance of organizational systems and routines.
 motivation techniques.
 behavior modification.
 intellectual property, trademark and copyright protection.
 liability issues.
Students will
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exhibit methods of sorting and categorizing, purging and letting go,
consolidating and containing, space design and planning and decision-making.
develop and implement plans for function and usability.
devise methods of process and workflow (sequential order).
identify, develop and analyze methods for prioritizing .
devise and evaluate time management strategies (effective use and allocation
of time).
analyze and evaluate maintenance of organizational systems and routines.
explain legal considerations such as conflict of interest, confidentiality, price
fixing, intellectual property, and liability.
determine when a client meets the criteria for chronic disorganization (CD).
recognize situations and signals of common emotional challenges that occur
with CD individuals.
identify at least three organizing techniques that are useful when working with
CD clients.
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Project Management for Professional Organizers
Skill Set
Knowledge Objectives
WVEIS 1232
Project Development, Implementation and Management
Students will demonstrate knowledge of
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Performance Objectives
the advantages of having a planned organizing project.
an initial project assessment.
project coordination methods.
 project solutions and options to achieve identified needs.
 project tasks to implement action plan.
 participant responsibilities in implementing action plan.
 resources and tools required to implement plan.
 budget management.
 time management.
 project follow-up and maintenance.
Students will
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identify action plan objectives.
develop appropriate solutions and options for various types of projects.
devise and evaluate methods for task development and prioritization.
identify equipment, tools and facility needs.
develop methods for organizing materials and supplies.
analyze product and service provider options.
research service, supply and material costs.
investigate billing terms.
define "document life cycle."
describe the use of an inbox/outbox system.
identify steps in a workflow process.
describe more than one type of paper-based filing systems for office use.
write a clearly defined goal (-specific, measurable, attainable, realistic and timeoriented).
explain more than one simple method for prioritizing tasks.
explain the Pareto principle (80/20 Rule) and give examples of its use.
define the principle of delegation.
demonstrate key communication principles.
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Personal Resource Management
WVEIS 0911
This course aligns with standards from American Association of Family and Consumer Sciences (AAFCS) PreProfessional Assessments and Certifications (Pre-PAC) Personal and Family Finance Certification.
http://www.aafcs.org/CredentialingCenter/finance.asphttp://www.aafcs.org/CredentialingCenter/finance.asp
http://www.aafcs.org/res/Credentialing/prepac/Competency_Lists/Personal%20and%20Family%20Finance%20
Competencies.pdf
Skill Set
Knowledge Objectives
Financial Responsibility and Decision Making
Students will demonstrate knowledge of
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Performance Objectives
skills for decision making regarding individual and family resources such as
food, clothing, shelter, health care, recreation, transportation, time and human
capital.
 skills for managing individual and family resources such as food, clothing,
shelter, health care, recreation, transportation, time and human capital.
 sources for financial information.
 consumer protection laws.
 considerations regarding the economy in the decision making process.
 communication strategies for addressing individual and family financial issues.
 safety and control of personal information.
Students will
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Skill Set
Knowledge Objectives
evaluate personal and family financial decisions based on needs, wants and
values.
 locate and evaluate financial information from varied sources.
 summarize major consumer protection laws.
 demonstrate financial decision making using systematic consideration of
alternatives, consequences and the economy.
 develop communication strategies for addressing individual and family
financial issues including needs, wants and values.
 discuss how to safeguard and control personal information.
Income and Careers
Students will demonstrate knowledge of
Performance Objectives
 the relationship of work or career goals as they relate to family goals.
 employment options and their impact on family finances and retirement.
 sources of personal income.
 factors affecting take home pay.
Students will
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identify the relationship of work or career goals as they relate to family goals.
explore employment options and their impact on family finances and
retirement.
sources of income including actual cost of benefits, etc.
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describe factors affecting take home pay such as taxes, retirement and other
benefits.
Skill Set
Knowledge Objectives
Planning and Money Management
Students will demonstrate knowledge of
Performance Objectives
 personal and family plans for spending and saving.
 systems for keeping and using financial records and legal documents.
 payment methods.
 consumer skills as applied to purchasing decision.
Students will
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Skill Set
Knowledge Objectives
develop a plan for spending and saving based upon personal and family goals
and values.
 develop a system for keeping and using financial records and legal documents.
 describe and analyze how to use different payments including banking
services.
 apply consumer skills to purchasing decisions.
 develop a personal or family financial plan
 examine the purpose and importance of estate and long-term financial
planning.
Credit and Debt
Students will demonstrate knowledge of
Performance Objectives
 personal and family goals and values related to credit and debt.
 responsibilities related to obtaining and managing credit.
 costs and benefits of various types of credit.
 credit records and borrower’s credit report rights.
 major consumer credit laws.
Students will
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Skill Set
Knowledge Objectives
identify personal and family goals related to credit and debt.
outline responsibilities as related to obtaining and managing personal and
family credit.
 identify the costs and benefits of various types of credit.
 compare types of loans used to finance a car, education expenses, and housing.
 explain the purpose of a credit record and identify borrowers’ credit report
rights.
 describe ways to avoid or correct debt problems.
 summarize major consumer credit laws.
Risk Management and Insurance
Students will demonstrate knowledge of
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types of risks and basic risk management methods.
property and liability insurance plans.
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Performance Objectives
 health, disability and life insurance plans.
Students will
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Skill Set
Knowledge Objectives
identify common types of risks and basic risk management methods.
explain the purpose and importance of property and liability insurance
protection as part of individual and family financial planning.
 explain the purpose and importance of health, disability, and life insurance
protection as part of individual and family financial planning.
Saving and Investing
Students will demonstrate knowledge of
Performance Objectives
 saving and investment options.
 saving and investment products.
 the effect of interest rates, taxes and fees on saving and investment.
 agencies that regulate financial markets and protect consumers.
Students will
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compare saving and investment options to meet various personal and family
goals.
discuss how saving and investment contributes to financial well-being and goal
achievement.
describe alternatives for researching, purchasing and utilizing saving and
investment products.
explain how interest rates, taxes and fees affect the return on savings and
investments.
investigate how agencies that regulate financial markets protect consumers.
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