Learning Materials

MODULES OUTLINE

Module 0 Define 

• Life Coherency Assessment & Review

• Vision Roadmap

Module 1 Social 

• Participants intro in group 

• Intro to the program

Module 2 Financial 

• Financial freedom modelling and projection 

• Electronic envelope system setup

• Contribution and wealth re-distribution 

Module 3 Familial 

• Vision Roadmaps coherence: Individual, Family/Couple, Business 

• Family/Couple dialog facilitation

• Family diagram & research project 

Module 4 Business 

• Elevator pitch

• Career switch from A to B: also see module 7 

Module 5 Habits 

• Time Management  

• Emotional side of time management

• Anchoring practice

• Organization 

Module 6 Belief, Values and Identity Narratives

• Story telling

• Belief paper 

Module 7 Legacy in Motion 

• Legacy planning: Will and Testament 

• Learning plan

Module 8 Reflection, Celebration, Retreat

• 5 dimensions of coherence  

Module 9 -  Further Applications, Intro to Facilitator Path

• Principles of co-creation

• Facilitator tools

• Application in individuals, families and teams

Each Module: Coaching hotseat; Case clinic / mastermind; Reading materials

Online Resources: Tools for BD; Tools for delivery; Reading materials