Workshop Series

Bring the complete Digital Life Management System™ to your organization.

The Digital Life Management Workshop Series gives your employees, members, clients, or community a practical introduction to all three parts of the Digital Life Management System™: Digital Organization, Digital Safety, and Digital Legacy & Estate Planning.

Across three live workshops, participants will learn how to organize the important parts of their digital lives, strengthen practical protections, prepare for future transitions, and build habits they can continue using over time.

Every series includes a private planning session so we can learn about your organization, understand your audience, and prepare a connected educational experience that supports your goals.

One 30-Minute Planning Session • Three 60-Minute Live Workshops • Google Meet

HOW THE SERIES FITS INTO THE DIGITAL LIFE MANAGEMENT SYSTEM™

The Complete Initial Cleanup Framework

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

The Workshop Series presents the complete three-month Initial Cleanup phase through three connected educational experiences:

Workshop One — Organize

Participants learn how to bring greater structure to their accounts, financial information, files, devices, contacts, and important records.

Workshop Two — Protect

Participants learn practical strategies for strengthening account protection, recovery planning, backups, monitoring, devices, and everyday digital safety habits.

Workshop Three — Prepare

Participants learn how to document digital assets, organize important records, identify trusted people, and prepare their digital lives for emergencies and future transitions.

Together, the three workshops provide a clear introduction to the complete Digital Life Management System™ rather than treating digital organization, safety, and preparedness as unrelated topics.

WHY CHOOSE THE WORKSHOP SERIES?

One Connected Program for Modern Digital Life

Most educational programs focus on one narrow digital topic. The Digital Life Management Workshop Series helps participants see how organization, protection, and preparedness work together.

Organizations choose the complete series to:

✓ Provide a broader and more useful educational experience

✓ Help participants build knowledge progressively across three workshops

✓ Connect digital organization, safety, and future planning

✓ Give people practical strategies they can begin using immediately

✓ Support employees, members, clients, families, or communities through one consistent framework

✓ Encourage stronger habits rather than one-time awareness

✓ Introduce participants to a long-term approach they can continue using after the series ends

WHAT EACH WORKSHOP COVERS

Workshop One — Digital Organization

Participants learn how to build the organizational foundation of a well-managed digital life.

Topics include:

✓ Digital accounts and email organization

✓ Financial accounts and recurring relationships

✓ Files, cloud storage, and digital records

✓ Devices and important contacts

✓ Digital inventories and documentation

✓ Practical maintenance habits

The workshop helps participants understand what they have, where important information belongs, and how to make their digital lives easier to manage.

Workshop Two — Digital Safety

Participants build on the organizational foundation by learning how to strengthen the protections around the information and tools they use every day.

Topics include:

✓ Important account protections

✓ Password and authentication practices

✓ Recovery planning

✓ Financial account monitoring

✓ Files, backups, and data recovery

✓ Devices, browsers, and communications

✓ Long-term digital safety maintenance

The workshop focuses on practical protection rather than technical cybersecurity training.

Workshop Three — Digital Legacy & Estate Planning

Participants learn how to prepare their digital information, decisions, and relationships for emergencies and future life transitions.

Topics include:

✓ Digital assets and important accounts

✓ Financial information and recurring responsibilities

✓ Files, photos, and digital records

✓ Devices and communication history

✓ Trusted people and important contacts

✓ Dependent and business information

✓ Digital legacy review and maintenance

The workshop complements traditional estate planning by helping participants organize the practical digital information that trusted people may one day need.

HOW THE WORKSHOP SERIES WORKS

Step One — Planning Session

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

This conversation helps us prepare a connected series that reflects your audience while remaining grounded in the complete Digital Life Management System™ framework.

Step Two — Three Live Workshops

The series includes three live, 60-minute workshops delivered through Google Meet.

Each workshop builds on the previous one, giving participants time to understand one part of the framework before moving to the next.

Participants are encouraged to ask questions and connect the material to their own digital lives throughout the series.

Step Three — Continue Learning

Participants leave each workshop with practical next steps and a clearer understanding of what to address next.

After the series, they can continue learning through Haven Smith & Company courses, resources, strategy sessions, and the complete Digital Life Management System™ when appropriate.

WHAT PARTICIPANTS WILL GAIN

A More Complete Understanding of Their Digital Lives

By the end of the Workshop Series, participants will:

✓ Understand the Organize, Protect, and Prepare framework

✓ Recognize how different parts of their digital lives fit together

✓ Learn practical strategies they can begin applying immediately

✓ Identify organizational, protection, and preparedness gaps

✓ Better understand the role of accounts, files, devices, records, and trusted people

✓ Feel more confident managing everyday digital responsibilities

✓ Know how to begin the Initial Cleanup phase

✓ Understand how ongoing maintenance keeps their information current

WHAT’S INCLUDED

✓ One private 30-minute planning session

✓ Three live 60-minute Digital Life Management workshops

✓ Digital Organization Workshop

✓ Digital Safety Workshop

✓ Digital Legacy & Estate Planning Workshop

✓ Google Meet delivery

✓ Interactive participant questions and discussion

✓ Practical next steps after each workshop

✓ Preparation informed by your audience and organizational goals

✓ Recommendations for continued learning

WHO THE WORKSHOP SERIES IS FOR

Designed for Organizations That Want a Complete Educational Program

The Digital Life Management Workshop Series can support 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 major life transitions

The audience, emphasis, and delivery schedule will be discussed during the planning session.

IS THE WORKSHOP SERIES RIGHT FOR YOUR ORGANIZATION?

The Series Is a Strong Fit If You Want To...

✓ Provide more than a one-time educational event

✓ Give participants a complete introduction to Digital Life Management

✓ Help people connect organization, protection, and preparedness

✓ Offer practical education without requiring technical knowledge

✓ Build learning progressively across several sessions

✓ Support participants through everyday responsibilities and major life transitions

✓ Introduce a framework people can continue using after the series

✓ Provide a cohesive program rather than three unrelated presentations

WHY ORGANIZATIONS CHOOSE THE COMPLETE SERIES

One workshop can create awareness around an important topic. Three connected workshops create a more complete understanding.

The Digital Life Management Workshop Series gives participants time to learn each part of the framework, reflect on their own digital lives, apply practical recommendations, and return with new questions as the program progresses.

Rather than leaving participants with isolated tips, the series introduces one clear approach for organizing, protecting, preparing, and maintaining the digital responsibilities that support modern life.

BEFORE YOUR WORKSHOP SERIES

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

During the planning session, we will review:

✓ Your audience and expected attendance

✓ Your goals for the complete series

✓ The needs and interests of participants

✓ Scheduling and Google Meet logistics

✓ The recommended spacing between workshops

✓ Questions or concerns you would like addressed

✓ Relevant organizational context

The three workshops may be scheduled in the cadence that best fits your organization. We generally recommend allowing participants some time between workshops to reflect on and begin applying what they have learned.

BOOK YOUR WORKSHOP SERIES

Bring the Complete Digital Life Management System™ to Your Group

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

The Digital Life Management Workshop Series gives them a practical framework for bringing those responsibilities together—first by organizing what they have, then strengthening their protections, and finally preparing their information for the future.

Book the complete Workshop Series and give your audience practical education they can continue using long after the final workshop ends.

FREQUENTLY ASKED QUESTIONS

What is included in the Workshop Series?

The series includes one private 30-minute planning session and three live, 60-minute workshops delivered through Google Meet:

• Digital Organization

• Digital Safety

• Digital Legacy & Estate Planning

The workshops are designed as one connected introduction to the complete Digital Life Management System™.

Do the workshops need to be delivered in order?

Yes. We recommend presenting the workshops in this order:

1. Digital Organization

2. Digital Safety

3. Digital Legacy & Estate Planning

Each workshop builds on the previous one, creating a clear progression from organizing to protecting to preparing.

How far apart should the workshops be scheduled?

The schedule can be adapted to your organization. Many groups choose weekly, biweekly, or monthly delivery. We will discuss the most appropriate cadence during the planning session based on your audience, schedule, and goals.

Can the series be adapted for our audience?

Yes. The planning session allows us to understand your organization, participants, goals, and preferred emphasis. Examples and supporting discussion can be adapted to make the workshops more relevant while preserving the established Digital Life Management System™ framework.

Is this a custom workshop series?

The Workshop Series uses the three established Digital Life Management workshops with reasonable adaptation for your audience.

Organizations seeking newly developed topics, specialized curriculum, or a substantially customized program should consider the Custom Workshop Retainer.

How is the Workshop Series delivered?

All three workshops are delivered live through Google Meet. Your organization is responsible for sharing the meeting information with participants and helping ensure attendees can access the sessions.

Can participants ask questions?

Yes. Participants are encouraged to ask questions throughout the presentations. Each workshop is designed to be practical, engaging, and connected to the digital responsibilities people manage in everyday life.

How many people can attend?

The Workshop Series can support organizations and groups of different sizes. We will discuss expected attendance and the best delivery approach during the planning session.

Do participants need technical knowledge?

No. The series is designed for everyday adults and does not require technical, cybersecurity, legal, financial, or estate-planning expertise.

Is the Digital Safety Workshop cybersecurity training?

No. The Digital Safety Workshop provides practical education about protecting everyday accounts, devices, financial information, files, and recovery methods. It is not technical cybersecurity certification or IT training.

Is the Digital Legacy & Estate Planning Workshop legal advice?

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

Do participants receive the Digital Life Management courses?

Course access is not included unless specifically stated in your agreement. Participants may continue learning independently through Haven Smith & Company courses and resources after the series.

Can we begin with one workshop and add the others later?

Yes. Organizations may begin with a single Digital Life Management Workshop and later schedule the remaining topics. However, the Workshop Series provides the clearest and most cohesive introduction to the complete framework.

What is the difference between the Workshop Series and the Custom Workshop Retainer?

The Workshop Series includes the three established workshops that make up the Digital Life Management System™ Initial Cleanup phase. The Custom Workshop Retainer is designed for organizations that want Haven Smith & Company to research, develop, and deliver a new workshop around a specific Digital Life Management topic, audience, or organizational objective.