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The Toolkit

From principles to practice.

Readiness assessments, NCAA evaluation dashboards, governance templates, and a 90-day implementation plan that turn the Playbook into something your family actually uses.

6
Core Tools
90
Day Plan
4
Governance Pillars
1
Shared Framework

Tools work best on a schedule.

Most families get the most out of the toolkit by running it on a simple, repeating cadence.

◆
Weekly
A short family check-in on anything time-sensitive.
◉
Monthly
A full family meeting using the governance templates.
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Quarterly
Review the stewardship scorecard and readiness assessment.
▭
Annually
Revisit the family's governance structure and long-term goals.
Get Access
These tools ship with our programs
Every dashboard and template in the toolkit is included in the Readiness Package and Governance Workshop.