I met with a prospective client this week and he had an interesting dilemma. He thought he needed to get organized. It was kind of apparent when I walked into his office as it looked like he possibly could have just moved in, but he had been there for a while. There were papers on the floor, unopened mail, a newly purchased scanner still in the box, a bulging briefcase on the floor — all signs of a disorganized office. I could certainly help him get organized, but my question always digs deeper to, “what’s going on here?”

Getting organized is not about putting things away or cleaning it up, it’s about understanding what got you into a state of disarray and chaos. This chaos affects people in different ways. In the case of this particular executive, it was holding him back from hiring an assistant and re-energizing his business development after the recession lull of the last two years. We didn’t even touch on how it may be affecting him personally.

All that being said though, it came down to him saying to me that he needed someone to organize him. Do you sometimes think that you need someone to just tell you what to do? I think we all look for someone to tell us what to do at some point in time or another, but are we listening? Not always.

I told this client that I understood his frustration, because when you’re in such a state of chaos, you’re also possibly dealing with “a running tape of thoughts” in your head, saying things like “no one understands me”.

A perfectly put together professional who has all the answers may get his office organized, but he may not understand the need to have someone to be accountable to — like a coach. I told about success stories we hear all the time — someone who loses a ton of weight and then coaches others and is extremely effective. The reason the former overweight person is so effective is that they understand when the client is dying for that banana cream pie, the coach understands that having just a taste is not satisfying the behavior to eat the whole darn pie — it is sabotaging their success.

Our Solution

I told my client that I’m like the former overweight person; I wanted the whole banana cream pie. I often made a mess of my world because I wasn’t brought up in a naturally organized, balanced life or family setting. I grew up thinking you had to work all the time and if you didn’t work hard enough you weren’t worthy. (You can learn more about that when you hear my keynote!). I learned best by people who understood my journey… or bumpy road.

We came to the solution with my client that he needed someone to manage him. Yes, I would come in and get the office organized to start. Then, beginning with a fresh office, we would identify all the projects on his list and set his priorities. As we go through this process, his habits will become apparent and I can start making recommendations of where he needs to delegate and where we can incorporate efficient tools and systems to maximize his productivity. Along the way, we’ll hire an administrative assistant, someone to handle the daily tasks of organization (filing, phone calls, etc… that are not money making tasks for this executive). This project will be an opportunity to supervise his behaviors and give him tools to learn how to manage himself. A good mentor is really what he needs and as a productivity expert, mentoring is a way to help someone learn how to move onto managing their own lives.