Workshop

Practical Digital Life Management education for organizations, teams, and community groups.

Bring one part of the Digital Life Management System™ to your employees, members, clients, or community. Choose Digital Organization, Digital Safety, or Digital Legacy & Estate Planning and give participants practical guidance they can begin using in their everyday lives.

Each booking includes a private planning session so we can learn about your organization, understand your audience, and prepare a workshop that supports your goals.

One 30-Minute Planning Session • One 60-Minute Live Workshop • Google Meet

HOW THE WORKSHOP FITS INTO THE DIGITAL LIFE MANAGEMENT SYSTEM™

One Workshop. One Essential Part of Modern Life.

The Digital Life Management System™ helps people organize, protect, prepare, and maintain the digital information, tools, and responsibilities that support modern life.

Each workshop focuses on one month of the Initial Cleanup phase. Participants receive a clear introduction to the selected topic, practical methods they can apply immediately, and a better understanding of how that topic fits into a well-managed digital life.

Organizations may use a workshop as a standalone educational event, introduce one topic that is particularly relevant to their audience, or begin with one workshop before expanding into the complete three-part Workshop Series.

CHOOSE YOUR WORKSHOP

Three Practical Topics

Choose the workshop that best supports your audience.

Digital Organization

Help participants bring greater structure to their digital lives by organizing accounts, financial information, files, devices, contacts, and important records.

The workshop introduces the organizational foundation of the Digital Life Management System™ and helps participants understand what they have, where information belongs, and how to maintain it more effectively.

Digital Safety

Help participants strengthen the protections around their accounts, devices, financial information, files, and personal data.

The workshop introduces practical digital safety habits, account recovery, backups, monitoring, and everyday strategies that help participants reduce risk and respond more effectively when something changes.

Digital Legacy & Estate Planning

Help participants prepare the digital information, records, decisions, and relationships that may matter during an emergency or future life transition.

The workshop introduces practical digital legacy planning, trusted contacts, digital assets, important instructions, and the role digital information plays alongside traditional estate planning.

WHY ORGANIZATIONS CHOOSE THESE WORKSHOPS

Practical Education for the Digital Lives People Already Have

Digital responsibilities now affect nearly every part of life, yet most people have never received practical education about managing them.

A Digital Life Management Workshop gives your audience a structured way to understand an important topic without requiring technical expertise or prior knowledge.

Organizations choose these workshops to:

✓ Offer timely education about a growing part of modern life

✓ Provide practical guidance participants can use immediately

✓ Support employees, members, clients, families, or communities

✓ Make complex digital topics easier to understand

✓ Encourage stronger organization, protection, and preparedness habits

✓ Introduce a practical framework participants can continue using over time

HOW THE WORKSHOP WORKS

Step One — Planning Session

We will meet for 30 minutes before the workshop to discuss your organization, audience, goals, preferred emphasis, and any questions you would like addressed.

This conversation helps us prepare examples and supporting content that are relevant to the people attending while preserving the core educational framework of the selected workshop.

Step Two — Live Workshop

Your Digital Life Management Workshop is delivered live through Google Meet.

The 60-minute experience includes practical education, clear examples, guided reflection, and opportunities for participants to ask questions throughout the presentation.

Step Three — Continue Learning

Participants leave with practical next steps they can begin using after the workshop.

They can also continue learning through Haven Smith & Company courses, resources, and the complete Digital Life Management System™ when appropriate.

WHAT PARTICIPANTS WILL GAIN

Useful Guidance They Can Apply Beyond the Workshop

By the end of the workshop, participants will:

✓ Better understand the selected Digital Life Management topic

✓ Recognize how the topic affects everyday life

✓ Learn practical strategies they can begin applying immediately

✓ Identify areas that may need additional attention

✓ Feel more confident managing their digital responsibilities

✓ Understand how the topic fits into the Digital Life Management System™

✓ Leave with clear next steps for continuing their progress

WHO THESE WORKSHOPS ARE FOR

Designed for Organizations That Serve Real People in Modern Life

Digital Life Management Workshops can support a wide range of audiences, including:

✓ Businesses and employee education programs

✓ Professional associations

✓ Chambers of Commerce

✓ Nonprofit and community organizations

✓ Libraries

✓ Parent and caregiver organizations

✓ Retirement and senior-living communities

✓ Faith communities

✓ Educational organizations

✓ Small-business networks

✓ Client education programs

✓ Organizations supporting families through life transitions

The selected topic and emphasis can be discussed during the planning session so the workshop better reflects your audience.

WHAT’S INCLUDED

✓ One private 30-minute planning session

✓ Your choice of one Digital Life Management workshop

✓ One live 60-minute presentation through Google Meet

✓ Interactive participant questions and discussion

✓ Practical next steps for participants

✓ Recommendations for continued learning

✓ Preparation informed by your audience and organizational goals

IS THIS WORKSHOP RIGHT FOR YOUR ORGANIZATION?

This Workshop Is a Strong Fit If You Want To...

✓ Offer useful education that extends beyond the workplace

✓ Help people better manage a growing area of modern life

✓ Introduce digital organization, safety, or legacy planning without overwhelming participants

✓ Provide practical guidance rather than technical instruction

✓ Support employees, members, clients, families, or community participants

✓ Present one focused topic in an accessible one-hour format

✓ Begin with one workshop before considering the full Workshop Series

BEFORE YOUR WORKSHOP

After booking, we will contact you to arrange the planning session and begin coordinating your workshop.

During the planning session, we will review:

✓ Your selected workshop topic

✓ Your audience and expected attendance

✓ Your goals for the event

✓ The questions or concerns most relevant to participants

✓ Scheduling and Google Meet logistics

✓ Any organizational context that may help us prepare

No extensive preparation is required. We will guide the planning conversation and help you prepare an educational experience that fits your organization.

BOOK YOUR WORKSHOP

Bring Practical Digital Life Management Education to Your Group

Your employees, members, clients, and community participants manage digital accounts, devices, financial information, files, records, and responsibilities every day.

A Digital Life Management Workshop gives them a practical framework for understanding one important part of that digital life—and clear steps they can begin using immediately.

Choose Digital Organization, Digital Safety, or Digital Legacy & Estate Planning and bring useful, modern education to the people your organization serves.

FREQUENTLY ASKED QUESTIONS

Which workshop topics can we choose from?

You may choose one of three workshops:

• Digital Organization

• Digital Safety

• Digital Legacy & Estate Planning

Each workshop represents one month of the Digital Life Management System™ Initial Cleanup phase and is designed to stand on its own as a practical educational experience.

How do we choose the right workshop?

Consider which topic is most relevant to your audience and organizational goals. Digital Organization is a strong starting point for broad audiences. Digital Safety focuses on practical protection and recovery. Digital Legacy & Estate Planning is well suited to audiences interested in preparedness, caregiving, retirement, or future life transitions.

We can also discuss the best fit during the planning process.

Can the workshop be adapted for our audience?

Yes. Every booking includes a private 30-minute planning session. We will discuss your audience, goals, preferred emphasis, and relevant questions so the workshop better reflects the people attending.

The workshop will remain grounded in the established Digital Life Management System™ framework rather than becoming a completely different presentation.

How long is the complete engagement?

Your booking includes:

• One 30-minute planning session

• One 60-minute live workshop

The planning session and workshop are scheduled separately.

How is the workshop delivered?

The workshop is delivered live through Google Meet.

Your organization is responsible for sharing the meeting information with registered participants and helping ensure they can access the event.

Can participants ask questions?

Yes. The workshops are designed to be engaging and practical. Participants may ask questions during the presentation, and the workshop includes time for discussion.

How many people can attend?

The workshop can support organizations and groups of different sizes. We will discuss your expected attendance during the planning session so we can prepare the most appropriate delivery approach.

Do participants need technical knowledge?

No. The workshops are designed for everyday adults and do not require technical, cybersecurity, legal, or financial expertise.

Is the Digital Legacy & Estate Planning Workshop legal advice?

No. The workshop provides educational guidance for organizing digital information, documenting decisions, and preparing for future transitions. It does not replace advice from an attorney, financial advisor, tax professional, or other qualified professional.

What is the difference between the Workshop and Workshop Series?

The single Workshop focuses on one topic: Digital Organization, Digital Safety, or Digital Legacy & Estate Planning.

The Workshop Series includes all three topics and provides a more complete introduction to the Digital Life Management System™ across the full Initial Cleanup phase.

Can we book another workshop later?

Yes. Organizations may begin with one workshop and later book either of the remaining topics. You may also choose the complete Workshop Series if you want to provide all three workshops as a connected educational program.

What is the difference between this product and the Custom Workshop Retainer?

The single Workshop uses one of the three established Digital Life Management workshop topics, with reasonable adaptation based on your audience.

The Custom Workshop Retainer is intended for organizations that want Haven Smith & Company to develop a new workshop around a specific Digital Life Management topic, audience, or organizational objective.

When will we schedule the planning session?

After the workshop is purchased, we will contact you to arrange the planning session and discuss possible dates for the live workshop.

Do participants receive access to the complete courses?

Course access is not included with the workshop unless it is specifically stated in your agreement.

Participants may continue learning independently through Haven Smith & Company courses and resources after the event.