We work in five stages. The aim is not to produce a single binder that sits unread, but to leave your team able to act on the plan without us in the room.
1. First conversation
An informal call to understand the business, the transition you can see coming, and what you have already put in place. There is no charge for this. We use it to decide together whether continuity planning is the right work for you right now.
2. Mapping
We sit with you — and, where useful, your accountant or lawyer — to map the current authorities, ownership, operations, and key relationships. This is where most owners discover the gaps they had not named. We document what we find.
3. Planning
From the map we draft the continuity plan: who steps in, what transfers first, which operations must keep running, and in what order the messages go out. You review it; we revise it. A plan you do not recognise is a plan that will not be followed.
4. Writing it down
The agreed plan is written in plain language and handed to the people who will need to act on it. We do not bury the instructions in jargon — the test is whether a deputy could follow it on a bad day.
5. Review
A continuity plan ages. Authorities change, staff move, banks reissue mandates. We schedule a review — typically once a year, or whenever a major change occurs in the business — so the plan stays usable rather than decorative.
How long it takes
A first engagement usually runs over four to eight weeks, depending on how much information is already documented and how many people need to be involved. We will give you a clearer sense of timing after the first conversation.
If this process fits what you need, tell us where the gap is and we will start with the first conversation.