Where Should I Start?

Start by collecting important information about your practice. How to contact clients, where your passwords are kept, what bank you use. You can download our free Pause or Close Blueprint to help you get organized. It’s designed to guide you through the basics of your practice and needs and will serve to help you set up an initial plan. As you work through the worksheet, consider each question thoughtfully and provide detailed responses where necessary. It’s ok if you don’t have all the answers right now! This is a starting reference point and you’ll collect what you need over time. This guide is meant to serve as a tool to get your information organized so that you can communicate your pause or closure plan to a professional administrator. The most important aspect of planning for pause or closure is that you’ve got some kind of organizational system and you’ve told someone about it.

If you need more support or want to learn about the options Time Well Spent offers, those are shown on the “Work with us” pages.

Once you have completed the guide, talk about it with someone you would trust to execute the plan for you. Make sure they’re willing and able to do it, and do it well. Your Pause or Close Blueprint will give you the ability to gather important information in one place and then make a simple plan for your administrator. A Time Well Spent expert can serve as your professional administrator; use the contact us tab to learn more.