Binder Workshops
Whether you need a workshop for a group or prefer an individualized approach, Kimberly has something that fits your needs.
Workshop Overview
An Organized Advocacy Training Session includes 90 minutes of instruction on the following:
- How to piece together a working binder with pre-made templates and the necessary office supplies
- Helpful tips on how to prepare for an upcoming appointment with a health care provider so that the time allotted is used efficiently
- Suggestions on which health documents are important to keep and which can be set aside or discarded if information is duplicated elsewhere
- Support in sorting current paperwork and how to best utilize the patient portals for all major local health systems
- Guided discussion regarding community resources and summary of topics reviewed
To learn more, click a workshop type below:

One-on-One Workshop
By choosing to work closely with Kimberly on any type of organizational binder offered, you’re given the opportunity to tailor it to you or your family’s needs. Templates used can be altered to reflect your situation or removed if unnecessary. After the binder is completed to your specifications, a 90 minute educational session will cover everything that goes into putting your binder together once you take it home with all the documents in the correct places. This time will be spent going through what to keep and what to discard, how to place the paperwork in the right order, how to summarize your medical history in one page and many more tips and tricks!
Full Service Workshop
If you choose to utilize the full service package, it leaves all the work in someone else’s hands! The completed binder with all the blank templates will be filled in by Kimberly with your information, all documents (that you will be handing over previous to the completion) will be placed in their correct sections, leaving only the education session. This 90 education session will be spent going through what to keep and what to discard, how to place the paperwork in the right order as it comes in from providers, how to summarize your medical history in one page and many more tips and tricks!
Small Workshop
If you are a non profit or small business that seeks to support individuals, caregivers and families of those with complex illness, developmental delay, special needs, our senior population or our veteran community, then this is for you! Organized Advocacy is happy to hold small workshops for 0-9 people at your convenience and location. Participants are encouraged to bring their own binder and 2 sets of dividers while the templates, sheet protectors and education is provided by Kimberly. This 90 education session will be spent going through what to keep and what to discard, how to place the paperwork in the right order as it comes in from providers, how to summarize your medical history in one page and many more tips and tricks!
Large Workshop
If you are a non profit or small business that seeks to support individuals, caregivers and families of those with complex illness, developmental delay, special needs, our senior population or our veteran community, then this is for you! Organized Advocacy is happy to hold small workshops for 10+ people at your convenience and location. Participants are encouraged to bring their own binder and 2 sets of dividers while the templates, sheet protectors and education is provided by Kimberly. This 90 education session will be spent going through what to keep and what to discard, how to place the paperwork in the right order as it comes in from providers, how to summarize your medical history in one page and many more tips and tricks!
Workshop Pricing
One on One
- 1″ binder
- 2 sets of dividers
- 6 sheet protectors
- 6 blank templates
- zipper pouch
- business card holder
- 90 minute education session
- All documentation in place
Full Service
- 1″ binder
- 2 sets of dividers
- 6 sheet protectors
- 6 blank templates
- zipper pouch
- business card holder
- 90 minute education session
- All documentation in place
Small Workshop
- 6 sheet protectors
- 6 blank templates
- set of directions
- 90 minute education session
- 2-9 families
Large Workshop
- 6 sheet protectors
- 6 blank templates
- set of directions
- 90 minute education session
- 10+ families