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Annual Practice Review
Review the commitments made through the Practice, assess progress over the preceding year, and establish the decisions, responsibilities, and priorities that require attention in the year ahead.
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Without a regular accountability rhythm, decisions and commitments can lose momentum after the conversations that produced them.
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What did we commit to, what happened, what did we learn, and what requires our attention now?
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Annually, as the anchor of the ongoing Practice relationship.
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A documented annual record of progress, unresolved commitments, lessons learned, and priorities for the coming year.
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What the family will continue, complete, reconsider, or prioritize during the next year.
Begin
Begin with a confidential conversation.
A first conversation explores the decision or transition your family is facing, the expertise already in place, and the questions that remain yours to answer.
All conversations are confidential. EDP does not share information about families who reach out, whether or not an engagement follows.
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