Healthcare Practice Preparedness Starter Package™
A self-guided planning service for Ontario healthcare professionals who need a practical plan for client care, health records and business continuity.
Your professional responsibilities don't stop when you can't work.
Whether you're temporarily unavailable because of illness, an unexpected emergency, parental leave, caregiving responsibilities, or you're thinking ahead to retirement, your clients, your practice and your professional obligations still need to be protected.
The Healthcare Practice Preparedness Starter Package™ helps you organize the essential business, practice and regulatory information you'll need before creating a complete Practice Continuity Roadmap.
Who It's For
This package was designed for:
Registered Psychotherapists
Social Workers
Physiotherapists
Occupational Therapists
Registered Massage Therapists
Chiropractors
Psychologists
Speech-Language Pathologists
Dietitians
Nurses in independent practice
Physicians
Dentists
Other Ontario regulated health professionals operating private practices
Whether you're a sole practitioner, own a multidisciplinary clinic, or manage multiple practice locations, this package will help you begin organizing the information someone else may one day need.
Why Healthcare Professionals Need More Than Business Planning
Running a healthcare practice means balancing two important responsibilities:
You're responsible for operating a successful business.
You're also responsible for protecting your clients, their personal health information, and meeting the professional obligations established by your regulatory college and Ontario legislation.
Many practitioners know they should have a continuity or succession plan.
Very few know where to begin.
This package provides that starting point.
What You’ll Walk Away With
By the end of the Healthcare Practice Preparedness Starter Package™, you'll have:
✓ A completed Healthcare Practice Snapshot™
✓ A central place to organize your essential practice information
✓ A better understanding of your professional and regulatory responsibilities
✓ A directory of your key advisors and emergency contacts
✓ A list of the people who may one day need to support your practice
✓ A personalized Healthcare Practice Preparedness Action Plan™
✓ Greater confidence knowing your practice is becoming more organized, prepared and protected
STAGE → PREPARE
Best For: Ontario regulated health professionals operating private practices
This package was designed for:
Registered Psychotherapists
Social Workers
Physiotherapists
Occupational Therapists
Registered Massage Therapists
Chiropractors
Psychologists
Speech-Language Pathologists
Dietitians
Nurses in independent practice
Physicians
Dentists
Other Ontario regulated health professionals operating private practices
Whether you're a sole practitioner, own a multidisciplinary clinic, or manage multiple practice locations, this package will help you begin organizing the information someone else may one day need.
Format: Self-guided with personalized support
Estimated Time Commitment:
Self-paced
Most health professionals complete the package within 4–8 weeks
Approximately 6–10 hours
Includes:
✔ Your Welcome Video & The Dahlias Planner™
✔ Guided learning materials
✔ Mid-point check-in with Jodi
✔ One-hour personalized review session
✔ Personalized Healthcare Practice Preparedness Action Plan™
Investment: $297 CAD +HST
The Business Executor Method™
LEARN → Understand why business preparedness matters.
PREPARE → Get organized and build your foundation.
PLAN → Create your business continuity roadmap.
PROTECT → Support the people who may one day need to carry out your wishes.
The Business Preparedness Starter Package™ helps you build a strong preparedness foundation while giving you the flexibility to work at your own pace.
What You'll Build
Throughout this package, you'll complete practical worksheets designed to organize your practice — not overwhelm you.
Including:
Healthcare Practice Snapshot™
Practice Contact & Responsibility Map™
Professional & Regulatory Responsibilities Checklist™
Health Records & Systems Inventory™
Professional Advisor Directory™
Healthcare Practice Preparedness Action Plan™
Understanding Your Professional Responsibilities
Every regulated health profession has its own expectations regarding practice management, record retention, client communication, and professional responsibilities.
This section helps you identify:
your regulatory college
practice ownership responsibilities
record retention requirements
practice interruption expectations
privacy responsibilities
important regulatory resources
You'll also begin identifying the questions you should discuss with your College, lawyer and other professional advisors.
Understanding the Difference Between a Health Information Custodian and a Business Executor
Many healthcare professionals assume these roles are the same.
They're not.
A Health Information Custodian (HIC) has specific legal responsibilities regarding the protection and management of personal health information under Ontario legislation.
A Business Executor helps coordinate the operational side of your practice if you're unable to do so, working alongside your family, professional advisors and — where appropriate — the designated HIC or records successor.
Depending on your practice, these roles may involve different people.
This package will help you understand each role and begin deciding who may be the right fit for your situation.
Who This Package Is For?
This package is ideal if you:
✔ Prefer working independently.
✔ Like learning at your own pace.
✔ Have an unpredictable schedule.
✔ Travel frequently.
✔ Need flexibility because of family or caregiving responsibilities.
✔ Already enjoy working through planners, guides, or workbooks.
✔ Want expert guidance without attending weekly group sessions.
You don't need to have everything organized before you begin.
We'll help you figure that out together.
The Healthcare Practice Preparedness Pillars™
Using The Dahlias Planner™, you'll work through the same The Healthcare Practice Preparedness Pillars™ introduced in our live Business Preparedness Foundations™ program.
These include:
Practice Foundation
Organize the information that identifies your practice, including registrations, business structure, locations, licences and key practice details.
Practice Operations
Document the systems, technology, software, suppliers and day-to-day information that keeps your practice operating.
Review client communication, confidentiality, key contacts, and relationship management.
Financial Readiness
Organize the financial information that supports your practice, including banking, CRA, accounting, payment systems, and recurring financial responsibilities.
Accounts & Access
Organize important systems, administrator access, and digital information.
Professional Liability & Practice Protection
Review your professional liability coverage, business insurance and other protections that help safeguard both your practice and the people who depend on it.
Legal & Professional Planning
Prepare for conversations with your lawyer, accountant, financial advisor, and insurance professional.
Organize the legal, professional and regulatory information that supports your practice, including privacy responsibilities, regulatory contacts and important professional documentation.
Practice Continuity & Transition
Begin thinking about what would happen if you suddenly couldn't work.
This pillar introduces practice continuity and helps you identify the information, people and decisions that will eventually become part of your complete Practice Continuity Roadmap.
People, Roles & Emergency Contacts™
Business preparedness isn't only about organizing documents.
It's also about identifying the people who may one day need to support your practice.
This section helps you identify:
Emergency Contact
Spouse or Partner
Professional Colleague
Clinic Owner or Manager
Proposed Health Information Custodian (HIC)
Potential Business Executor
Lawyer
Accountant
Financial Planner
Insurance Advisor
Technology Support
Practice Software Providers
You'll also begin identifying the conversations that still need to happen.
What’s Included
Your Starter Package includes:
✔ The Dahlias Planner™
✔ Your welcome instructional video and guided learning modules
✔ Customized worksheets and practical activities
✔ Resources, checklists and planning templates
✔ Healthcare Practice Preparedness Action Plan™
✔ Mid-point personal check-in with Jodi
✔ One 60-minute personalized review session
This combination allows you to work independently while still receiving professional guidance before moving to your next stage of planning.
This Package Helps You Prepare — Not Complete
The Healthcare Practice Preparedness Starter Package™ is designed to help you organize your information and understand your responsibilities.
It does not replace legal advice, regulatory guidance or a customized Practice Continuity Roadmap.
Instead, it provides the practical foundation you'll build on as your preparedness planning continues.
How It Works
Step 1 | Purchase your Starter Package.
Step 2 | Receive Your Welcome Video, planning resources and The Dahlias Planner™.
Step 3 | Work through the materials at your own pace.
Step 4 | Connect with Jodi for your personalized mid-point check-in to discuss your progress and answer questions, clear roadblocks, and keep you moving forward.
Step 5 | Continue completing your planning activities.
Step 6 | Schedule your 60-minute personalized review session once your planner and preparedness resources are complete or you’re ready to meet.
Together, we'll review your progress, identify your two or three biggest preparedness gaps, and build your personalized Healthcare Practice Preparedness Action Plan™.
Your Investment
Investment: $297 CAD + HST
Your investment includes:
✔ Self-paced learning
✔ The Dahlias Planner™ - a centralized space for all your account details, business information and professional contact details
✔ Personalized mid-point check-in
✔ One-hour review session
✔ Personalized action planning
✔ Practical resources including templates and checklists
Why This Investment Matters
Practice preparedness doesn't happen because you finally have a free weekend.
It happens because you intentionally make time for it.
The Starter Package gives you the flexibility to work around your health practice, your family, and your schedule while still making meaningful progress.
Whether you complete it over one month or several, you'll continue building something that benefits both your business today and the people who may one day need to support it.
Is This Right For Me?
This package is a great fit if:
✔ You operate an Ontario healthcare practice.
✔ You're responsible for confidential client or patient information.
✔ You know you should have a continuity plan but aren't sure where to begin.
✔ You want to become more organized before building a complete continuity plan.
✔ You'd like to better understand your professional responsibilities.
✔ You prefer flexibility.
✔ You enjoy learning independently.
✔ Your schedule changes often.
✔ You're motivated to work through activities on your own.
✔ You'd still like professional guidance and personalized feedback.
This package may not be the best fit if:
✖ You learn best through weekly discussion.
✖ You benefit from structured accountability.
✖ You'd rather work through the process with a group.
✖ You're looking for someone to build a customized Practice Continuity Roadmap with you.
✖ Your practice information is already organized and you're ready for advanced continuity planning.
If that's you, Your Business. Your Plan.™ will likely be the better fit.
Frequently Asked Questions
This information is educational and general in nature.
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Both services follow the same preparedness framework and use The Dahlias Planner™.
Foundations provides live instruction, shared learning, weekly momentum, and group accountability.
The Starter Package provides a flexible, self-guided experience with a midpoint check-in and personalized final review.
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We'll review your progress, answer questions, and help you prioritize your next steps before you continue working independently.
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Together, we'll review your completed work, identify your two or three biggest preparedness gaps, celebrate your progress, and create your personalized Healthcare Practice Preparedness Action Plan™.
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The package is self-paced.
Most business owners complete it within four to eight weeks, but you can move faster or slower depending on your schedule.
Note: You have 12-months from the purchase date to schedule your personalized Final Review Session.
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No.
Your review session is designed to help you move forward — not judge your progress.
We'll meet you where you are.
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Most business owners continue with either full program:
Your Business. Your Plan.
or
Your Business. Protected.
depending on how much guidance they'd like while building their complete Healthcare Practice Continuity Roadmap™.
Your Next Step
The hardest part of business preparedness is starting.
The Healthcare Practice Preparedness Starter Package™ allows you to start on your own schedule — with practical guidance, personalized support, and a clear roadmap to keep you moving forward.
You don't need to do everything today.
But you do need to start.
Every business owner starts somewhere.
Whether you're just learning about business preparedness or you're ready to build a complete Business or Healthcare Practice Continuity Roadmap™, every step you take today makes tomorrow easier for the people who depend on you.
Not sure where to begin?
✔ Take the Business Preparedness Score™
✔ Book a Discovery Call
✔ Learn about The Business Executor Method™