Family Consulting Package Example

Client brief

  • Busy family, both parents working long hours.

  • Children attending different schools and various after school clubs throughout the week.

  • Dog needs walking and someone to keep on top of vet appointments.

  • Help with running the household - keeping on top of bills, maintenance, cleaning, food shops, laundry ensuring the children have someone to help them get from A to B.

  • Limited time to arrange birthday parties, Easter and Christmas. Need help arranging a system to make these events easier to manage.


How I can help

Week One

  • Together, we will review, analyse and set the foundations for the next six weeks.

  • Set up access to documentation and systems in a secure, shared workspace.

  • Create a shared family calendar where all tasks, events and appointments are put in a centralised location for all the family to access. Book in recurring weekly meeting for parents to ensure they are on top of tasks, appointments and events. 

Week Two

  • Review schedules and carve out a system to ensure mum and dad have time to get everything done AND make time for themselves.

  • Set out a plan for hard copy and electronic filing detox.

  • Set out a plan for a personalised filing system for household bills and family paperwork.

Week Three

  • Keeping on top of finances - create a household budget tracker and bill payment schedule. Book in monthly finance review meetings for parents to keep track of spending.

  • Shared little black book - create a place where all your contacts, school details, family information, household information, doctor, dentist, optician, vet are stored. The little black book can also be used to hold the details of your favourite restaurants, hotels and places to go with the kids.

Week Four

  • Inbox detox, Sort through emails, set up filing systems and unsubscribe from mailing lists.

  • Event Planning - together, we’ll create a simple yet effective process to ensure events and holidays are managed with minimal stress.

Week Five

  • Childcare - review afterschool clubs and childcare providers. Do current arrangements work or can we initiate a more efficient and cost effective system?

  • Pet review - review insurance and pet health plans; are we getting the best deal or is it time to look elsewhere? Ensure medication is up to date and review dog walker candidates.

Week Six (Handover)

  • Closing call. Review progress made and ensure you are happy with all the systems and processes we have created.

  • A chance to ask any questions before we come to the end of our six week package.


What I need from you

  • One hour of your time each week, for six weeks.

  • A commitment to achieving the goals set out in our plan

  • Open communication