Downloads & Guidelines

Welcome to the POC Downloads & Guidelines page. Please select a tab to view the documents for that section. To download any files to your computer: for Windows, right-click the link and then select “Save target as” or “Save link as”; for macOS, control-click the link and then choose “Download link to disk” or “Download linked file”.

POCAGMCommuntityMembershipBusinessLogoWorldOrganizingDayVolunteers

If you want to know how the Association is managed, this is the place to start.

POC Policy and Procedure Manual (PDF)
POC Terms and Conditions (PDF)
POC Appendices to the Policy and Procedure Manual (PDF)
POC Brand and Logo Guidelines (PDF)
POC Nomination and Election Process (PDF)
Code of Conduct and Ethics Complaint Policy and Procedure (PDF)
POC By-Laws (PDF)
Internal Communication Strategy (PDF)
POC Strategic Plan 2025-2026 (PDF)
POC Strategic Plan 2024-2025 (PDF)
POC Strategic Plan 2019-2022 (PDF)
Terms of Reference – Continuing Education Credit Program (CECP) Task Force (PDF)
POC Advanced Recognition Strategy (PDF)
POC Brand Misuse Policy (PDF)
POC Conference Rotation Policy (PDF)
POC Silver Leaf Membership Status (PDF)
POC Membership Renewal Process (PDF)
Certificate vs Certification (PDF)

2024

2024 Annual Report (PDF)
2024 AGM Recording
2024 AGM Q&A (PDF)
2024 AGM Minutes (PDF)
Notice of 2024 Annual General Meeting (PDF)
2024 AGM Agenda (PDF)
Financial Statements – Year Ended June 30, 2024 (PDF)
President Report (PDF)
Vice President Report (PDF)
Director of Education Report (PDF)
Director of Finance (PDF)
Director of Marketing & Communications Report, and Director of Community Report (PDF)
Director of Membership Report (PDF)
Director of Volunteer Management Report (PDF)

2023

2023 Annual Report (PDF)
2023 AGM Q&A (PDF)
Notice of 2023 Annual General Meeting (PDF)
2023 AGM Agenda (PDF)
2022 AGM Minutes – Draft (PDF)
2022/2023 Financial Statements – Year Ended June 30, 2023 (PDF)
Past President Report (PDF)
Director of Education Report (PDF)
Director of Finance (PDF)
Director of Marketing & Communications Report (PDF)
Director of Membership Report (PDF)
Director of Volunteer Management Report (PDF)

2022

2022 Annual Report (PDF)
2022 AGM Questions & Answers (PDF)
Notice of 2022 Annual General Meeting (PDF)
2022 AGM Agenda (PDF)
2021 AGM Minutes – Draft (PDF)
2021/2022 Financial Statements – Year Ended June 30, 2022 – Draft (PDF)

2021

State of the Industry 2021 (PDF)
Chapters Report (PDF)
Education Report (PDF)
Nominating Committee Report (PDF)
Notice of 2021 Annual General Meeting (PDF)
2020 AGM Minutes – Draft (PDF)
2020/2021 Financial Statements – Year Ended June 30, 2021 – Draft (PDF)

2020

Vice President Report for 2020 AGM (PDF)
Chapters Report for 2020 AGM (PDF)
Communications Report for 2020 AGM (PDF)
Development Report for 2020 AGM (PDF)
Education Report for 2020 AGM (PDF)
Financial Report for 2020 AGM (PDF)
Membership Report for 2020 AGM (PDF)
Nominating Committee Report for 2020 AGM (PDF)
Notice of 2020 Annual General Meeting (PDF)
2019 AGM Minutes – Draft (PDF)
2020 POC Financial Statements – Year Ended June 30, 2020 (PDF)

2019

Vice President Report for 2019 AGM (PDF)
Chapters Report for 2019 AGM (PDF)
Communications Report for 2019 AGM (PDF)
Development Report for 2019 AGM (PDF)
Education Report for 2019 AGM (PDF)
Membership Report for 2019 AGM (PDF)
Financial Report for 2019 AGM (PDF)
Marketing Report for 2019 AGM (PDF)
Nominating Committee Report for 2019 AGM (PDF)
Notice of 2019 Annual General Meeting (PDF)
2019 AGM Agenda (PDF)
2018 AGM Minutes – Draft (PDF)
State of the Industry 2019 (PDF)
2019 POC Financial Statements – Year Ended June 30, 2019 (PDF)

2018

Financial Report for 2018 AGM (PDF)
Chapters Report for 2018 AGM (PDF)
Education Report for 2018 AGM (PDF)
Membership Report for 2018 AGM (PDF)
Nominating Committee Report for 2018 AGM (PDF)
Marketing Report for 2018 AGM (PDF)
Agenda AGM 2018 (PDF)
2017 AGM Minutes – Draft (PDF)
POC Financials Year-Ended June 20, 2018 (PDF)
Board Accomplishments 2018 (PDF)

2017

2016 AGM Minutes – Approved (PDF)
AGM 2017 Attendee Survey Results (PDF)
POC Financial Statements – Year Ended June 30, 2017 (PDF)
State of the Industry – President’s Address (PDF)
Board / Governance (PDF)
Education (PDF)
Marketing (PDF)

2016

Education (PDF)
Finance (PDF)
Governance (PDF)
Marketing (PDF)
Membership (PDF)
Nomination Committee (PDF)

Read the Chapter Handbook, download forms to submit chapter event updates etc.

Chapter Handbook (PDF)
Guidelines, Chapter Email Accounts (PDF)
Chapter Email Accounts (PDF)
Information for Chapter Treasurers (PDF)
Chapter Event Submission Form (ZIP)
View an example of the Chapter Event Submission Form (PDF)
Chapter Email Forwarder Update Submission Form (ZIP)
Chapter Commendation Certificate Template (PDF)
New Member-Guest Orientation Template (PDF)
Pre Chapter Meeting Checklist Template (PDF)

If you need a Membership Certificate, please fill out this form here

Read the Member Handbook or apply for Silver or Gold Leaf status.

Member Handbook (PDF)
Silver Leaf Application (PDF)
Gold Leaf Application (PDF)
Gold Leaf Guidelines and Points Form (PDF)
Gold and Silver Nuggets of Wisdom (PDF)
Gold and Silver Leaf members share their nuggets of wisdom as experienced organizers in this one page document developed at the Gold and Silver Leaf Reception at the 2016 POC Conference in Vancouver, B.C.
Let’s Get POC Trending Article (PDF)
With the help of members, Professional Organizers in Canada’s (POC) influence across the Internet can flourish – reaching a new audience and helping people discover the industry. An extended reach online means potential clients may find professional organizers to hire and potential new members may discover a new career path for themselves. YOU can help POC grow with a few simple tricks
Redacted POC Ethics Complaint One – 2016 (PDF)
Redacted POC Ethics Complaint Two – 2016 (PDF)
Redacted POC Ethics Complaint Three – 2018 (PDF)
Redacted POC Ethics Complaint Four – 2020 (PDF)
POC Ethics Committee Case Study #2 (PDF)
2019 Conversation Café Summary Report (PDF)

2019 Conference Presentation

Eldeen Pozniak: What is Up With This B.S. – Being Safe! (PDF)

Education Survey

2017 Education Feedback (PDF)

Member Surveys

Marketing Surveys

This section contains great information on how to improve your business.

Education Options for Organizers: A Complicated Question (PDF)
Working with Hoarding Clients (PDF)
Mentor, Consultant or Coach? (PDF)
Creating a Media-Friendly Website (PDF)
Three Pillars of Media Interviews (PDF)
Media Alert and News Release Tips (PDF)
POC One Page Flyer (PDF)
Financial Statement Template (ZIP)
POC Tips Postcard (PDF)

POC also offers a Business Template Package to POC members for $50.00 + GST/HST. The following templates are included in the package:

Basic Business Card
Business Plan
Confidentiality Agreement
Evaluation for Clients
Financial Statements
Hours of Operation – Weekly Plan
Invoice Calculating
Simple Invoice
Letter of Agreement
Letterhead
Marketing Plan
Measurement of Compulsive Hoarding
Needs Analysis – Corporate
Needs Analysis – Residential
Needs Analysis – SOHO
Photograph Disclaimer
Proposal
Proposal Letter
Sample Brochure
Schedule of Fees / Rate Sheet
Sub Contractor Agreement
Terms and Conditions
The One Minute Power Message

NOTE: the files in the business template package require Microsoft Word and Excel. While other programs can be used to access the templates files, we cannot guarantee compatibility.

PURCHASE the Business Template Package

Download the National POC logo for your business cards, website or other marketing materials. Les logos sont disponible en français aussi!

As a benefit of membership, you are permitted to use the POC logo on your website and on your marketing materials. Please read the POC Brand and Logo Guidelines (PDF) so you are familiar with the POC logo usage.

Please do not modify the logo or convert the file type. If you require a logo in a different format, please contact us.

To view the logo, click or tap the link below. To save the logo to your computer, right-click the link and choose “Save as” or “Save link as”; to save the logo to your device, follow the usual instructions for downloading a file for your device. If you require the POC logo in another format, please contact us.

POC Bilingual Logo (PNG, Transparent Background)
.

POC Anniversary – 25 Years of Impact

2024 is the 25th anniversary of POC, a remarkable milestone in our journey! The theme for this momentous occasion is “25 Years of Impact.” It’s a testament to the incredible contributions, dedication, and passion of our POC members over the years.

Access the 25th anniversary logos here.

The International Federation of Professional Organizing Associations (IFPOA) have put together an updated video for 2024’s World Organizing Day. We have added a POC branding lead-in so that you can share it to your social media. Help spread the word about professional organizers to everyone that needs one. All 15 organizations are celebrating with their members around the world on the same day. Join us!

Here are some templates on Canva that you can use for your business social media pages. Feel free to edit the colors to match your branding, the wording and the images – these are just a guide to help you get started and share World Organizing Day.

World Organizing Day Post Template (English)
World Organizing Day Post Template (French)

World Organizing Day Reel Template (English)
World Organizing Day Reel Template (French)

Download the World Organizing Day 2024 images

If you would like to reuse the templates from 2023, you can find them here under “social media” (NOTE, you must be logged in to access these).

Download the World Organizing Day 2023 images

Tips for posting on World Organizing Day:

1. Insert a selfie into one of the templates. Selfies seem to draw more people in, because your followers like your face and want to see you!

2. Carousels of photos (multiple photos uploaded in one post) create more engagement, as people stick around longer to swipe through them all.

3. In your description, engage with your audience by asking them a question and telling them to post their answer in the comments section!

4. Use hashtags #WorldOrganizingDay #WorldOrganisingDay #WorldOrganizingDay2024 #ProfessionalOrganizer

5. Tag us in your posts using @professionalorganizersincanada on Instagram and @professionalorganizerscanada on Facebook. We will share your content and do some highlights of our favourite posts throughout the week. So be sure to tag us in your content!

Don’t have a Canva account? You can start one for free: https://www.canva.com/

If you prefer not to use Canva, we have attached PNG images of these templates for you to share and use on your social media channels – no editing needed!

Happy World Organizing Day!