Healthcare Practice Preparedness Starter Package™
Get your practice organized before a transition forces the issue.
Your professional responsibilities don’t stop when you can’t work.
Whether you’re dealing with an unexpected absence, changing capacity, parental leave, caregiving, succession, retirement or eventual exit, your clients, records, team and professional obligations still need clear direction.
The Healthcare Practice Preparedness Starter Package™ is a self-guided program for Ontario regulated health professionals who want to organize critical practice information, understand their responsibilities and identify the continuity, contingency, incapacity, succession or exit planning conversations that may need attention next.
You don’t need every plan today. You need a clear place to start.
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 locations, this package helps you organize the information, responsibilities and people your practice may depend on during planned and unexpected change.
Why Healthcare Practices Need an Additional Layer of Preparedness
Running a healthcare practice means carrying two sets of responsibilities at the same time:
You’re a business owner.
You have clients, staff, systems, expenses, leases, accounts, and operational responsibilities.
You’re also a regulated professional.
You may have obligations related to client or patient care, privacy, health records, professional communication, and the expectations of your regulatory College or governing body.
That means a generic business checklist isn’t always enough.
You need to understand:
What happens to active clients if you can’t practice
Who can access or manage health records
Which privacy and regulatory obligations continue
Who needs to be notified
What role a HIC, records successor or other professional may need to play
What still needs to happen operationally in the practice
Practice preparedness brings those responsibilities together.
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™
✓ A clearer understanding of what is already handled, what is missing and what deserves attention next.
✓ A better understanding of which planning conversations may eventually be needed: continuity, contingency, incapacity, succession or exit.
STAGE → PREPARE
Best for: Ontario regulated health professionals operating private practices
Format: Self-guided with personalized support
Typical Completion: 4–8 weeks
Estimated Time: 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™
The Healthcare Practice Preparedness Starter Package™ represents the PREPARE stage of the Business Executor Method™:
LEARN → PREPARE → PLAN → ACT
LEARN — Understand what applies to you and what your practice may need to prepare for.
PREPARE — Organize the information, people, responsibilities and professional support your practice depends on.
PLAN — Make the decisions and create the continuity, contingency and transition instructions your circumstances require.
ACT — Communicate the plan, prepare the people involved and make sure they know where to start.
This package helps you build the foundation before deeper transition planning begins.
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
This package does not interpret your College’s rules for you. It helps you identify what applies to your practice, what questions still need answers, and which issues should be confirmed directly with your College, lawyer or other qualified advisor.
Health Information Custodian vs. Business Executor
These roles may overlap in conversation, but they are not the same.
A Health Information Custodian (HIC) has legal responsibilities related to the custody, protection and management of personal health information under Ontario privacy law.
A Business Executor supports the operational side of the practice when the owner dies or can no longer lead, working alongside the family, authorized decision-makers, professional advisors and — where appropriate — the designated HIC or records successor.
One role focuses on health information and privacy responsibilities.
The other focuses on operational continuity and coordination.
Depending on your profession and practice structure, different people may be appropriate for each role.
This package helps you identify the roles your practice may need and the conversations that still need to happen.
Who This Package Is For?
This package is ideal if you:
✔ Know this work matters but haven’t made consistent progress on your own.
✔ Want a healthcare-specific starting point rather than a generic business checklist.
✔ Need flexibility because client care and practice schedules change frequently.
✔ Prefer working independently.
✔ Like learning at your own pace.
✔ Travel frequently.
✔ Need flexibility because of family or caregiving responsibilities.
✔ Already enjoy working through planners, guides, or workbooks.
✔ Want professional guidance without committing to weekly live 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
Registrations, business structure, locations, licences, and key practice details.
Practice Operations
Day-to-day systems, suppliers, schedules, responsibilities and operational information.
Clients & Relationships
Banking, CRA, bookkeeping, payments and recurring financial responsibilities.
Financial Readiness
Organize the financial information that supports your practice, including banking, CRA, accounting, payment systems, and recurring financial responsibilities.
Technology & Access
Practice software, administrator access, devices, digital accounts and secure access information.
Professional Liability & Practice Protection
Professional liability coverage, business insurance and other safeguards relevant to the practice.
Legal, Regulatory & Professional Planning
College requirements, privacy responsibilities, legal documents and advisor relationships.
Practice Continuity & Transition
Continuity, contingency, incapacity, succession and exit preparedness for the practice.
Begin identifying what should happen if your role in the practice changes - temporarily or permanently - and which planning conversations deserve attention next.
People, Roles & Emergency Contacts™
Practice preparedness isn’t only about documents. It also requires clarity about the people who may need to support the practice during planned or unexpected change.
This section helps you identify:
Emergency Contact
Spouse or Partner
Professional Colleague
Clinic Owner or Manager
Proposed Health Information Custodian (HIC)
Potential Business Executor
Privacy Officer, if applicable
Records successor, if applicable
Practice administrator/manager
Building/lease contact, if relevant
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 Every Plan
The Healthcare Practice Preparedness Starter Package™ helps you organize information, understand responsibilities, and identify the planning gaps that deserve attention.
It does not replace:
Legal advice
Regulatory guidance
Privacy advice
Tax or financial advice
A customized continuity, contingency, succession or exit plan
Instead, it gives you the practical foundation needed to have those conversations more effectively.
You’ll leave knowing what is already handled, what is missing and what should happen next.
How It Works
Step 1 | Purchase the Starter Package.
Step 2 | Receive your welcome materials and The Dahlias Planner™.
Step 3 | Work through the healthcare-specific resources at your own pace.
Step 4 | Meet with Jodi at the midpoint to ask questions and clear roadblocks.
Step 5 | Continue working through your preparedness activities.
Step 6 | Complete your 60-minute review and Healthcare Practice Preparedness Action Plan™.
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
You can find College policies, privacy guidance and business checklists online.
The challenge is figuring out how they all fit together in your practice.
What applies to you?
What is already handled?
What needs to be confirmed?
What information should be organized?
Which questions belong with your College, lawyer, accountant or insurance professional?
And what actually needs to happen next?
The Starter Package gives you structure without asking you to become an expert in regulation, privacy, continuity planning and business operations all at once.
You work through the process on your schedule. I help make sure you’re asking the right questions.
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 your practice needs better preparedness but aren’t sure where to begin.
✔ You want to organize the foundation before moving into deeper continuity, contingency, succession or exit planning.
✔ 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 already know which transition you’re preparing for and need comprehensive one-to-one planning now.
✖ 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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That depends on what your Healthcare Practice Preparedness Action Plan™ identifies.
Some practitioners simply continue strengthening their preparedness foundation.
Others may need deeper work around continuity, contingency, incapacity, succession or exit preparedness through Your Business. Your Plan. or Your Business. Protected.
You do not automatically need another program.
Your next step should match the transition and responsibilities your practice actually needs to prepare for.
You Don’t Need Every Answer. You Need a Clear Starting Point.
If you know your practice has responsibilities that extend beyond you — but you don’t have time to build everything at once — the Healthcare Practice Preparedness Starter Package™ gives you a practical place to begin.
Work at your own pace.
Get organized.
Understand your responsibilities.
Ask better questions.
And leave with a clear action plan for what deserves your attention next.
Healthcare Practice Preparedness Starter Package™
$297 CAD + HST