Sign Up to Get Started
Advance Planning Guides
Advance Planning - Getting Started Checklist
Not sure where to start with end of life planning?
This easy-to-follow eBook covers everything from organising documents to making key decisions about your care, legacy, and final wishes.
Inside, you'll find:
- A simple checklist to help you take action
- Practical steps to get organized at your own pace
- Guidance to ensure your loved ones aren’t left with unanswered questions
Succession Planning eBook
Do you know the steps to a successful succession plan?
How will you operationalise your plan for success?
In this handy eBook, you will be introduced to the various considerations to future proof your organisation's success, and access  templates to help you get started.
These templates will help you start focusing on:
1. Succession Mapping Your Team
2. Clarify the competencies for each role
3. Performance V Potential Grid
4. Readiness Tracker
5. Succession Checklist
Advance Planning & Legacy Building Weekly Guides
Feeling stuck and want to move forward with your life?Â
Our weekly guides will not only help you consider what is important to you in your living, but will:
1. Provide step-by-step guides to getting your advance plans in place
2. Help you prioritise you in your living
3. Signpost you to tools and resources in formalising your advance plans
4. Offers to webinars, workbooks and programmes to take charge in your life, your death, and your legacy.
These weekly guides will help you navigate the journey in getting your advance plans in place and help you to build and live your legacy.
Don't wait for the end for your legacy to begin.
Accountability Coaching &Â Mentoring
1x Advance Planning Accountability Taster / Audit Sessions
Not sure if you are on the right track with your advance planning? Why not book a once-off session to make sure you are journeying forward effectively.
This taster session will involve a pre-session questionnaire for you to complete, as well as follow-on guidelines and checklist for you to continue on at a self-directed pace.
4x One-to-One Advance Planning Accountability Package
4x one hour one-to-one sessions.
These block sessions allow you to delve deeper into what is important for you, so you can get the necessary plans in place, and have peace of mind to explore future opportunities.
A pre-session questionnaire will be completed by you, to help inform these sessions. Each session will have follow on guidelines for you to see through before the following session.
By the end of the block, you will have clarity and peace of mind to having your plans in progress.
NB. To get your full advance plans in place can take up to 12 months so it is recommended to start with 4x monthly sessions, and then use these as goalposts to reach, for you to be clear on future requirements.
