Workshops
Give your organization more than information—give your people the clarity and confidence to take action. Haven Smith & Company workshops turn complex digital-life topics into engaging, approachable learning experiences with practical tools participants can use right away.
Digital Organization Workshop
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The Digital Organization Workshop presents the foundational material from Month One of the Digital Life Management System™. Participants learn how to:
Inventory and evaluate digital accounts, files, devices, and records
Clean temporary and catch-all storage locations
Make clearer keep, move, archive, and delete decisions
Create a practical, permanent file structure
Define where active information, backups, and archives belong
Build digital organization habits that can be maintained over time
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This workshop is designed for businesses, nonprofits, professional associations, community organizations, and other groups seeking a practical introduction to digital organization. It is especially useful for people managing growing amounts of digital information at work, at home, or across multiple responsibilities.
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Your purchase includes:
One 30-minute workshop preparation session with the organization’s main point of contact
One live, 60-minute Digital Organization Workshop
Remote delivery through Google Meet
Guided education based on the Digital Organization Course
Interactive discussion and participant questions and answers
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After purchasing, use Acuity—our online scheduler—to book the 30-minute workshop preparation session. During that conversation, we will review the workshop logistics and decide on the date and time for the live workshop. The workshop itself will then be scheduled manually.
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The workshop presents the core education from the Digital Organization Course in a concise, live group format. Participants receive the material through a guided presentation, interactive discussion, and questions and answers, while the self-paced course offers a separate individual learning experience.
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The Digital Organization Workshop follows an established curriculum so that every group receives the complete foundational presentation. Organizations seeking a workshop developed around their particular audience, goals, or subject matter can choose the Custom Workshop Retainer.
Bring practical digital organization education to your workplace, professional group, or community organization through a live, remote workshop delivered via Google Meet. In this 60-minute presentation, participants learn how to take stock of their digital accounts, files, devices, and records; decide what to keep, move, archive, or delete; and create a clearer, more maintainable digital structure. Your purchase also includes a 30-minute workshop preparation session with your organization’s main point of contact.
$500 one time purchase
Digital Safety Workshop
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Participants will learn the Protect, Recover, and Monitor framework from the Digital Safety Course. The workshop covers practical ways to strengthen account and device security, reduce everyday digital risks, prepare for account or device recovery, and recognize warning signs that require attention.
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This workshop is designed for workplaces, professional groups, community organizations, and other groups seeking clear, approachable digital safety education. It is appropriate for participants with a range of technical experience and focuses on practical everyday actions rather than technical jargon.
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Your purchase includes one live, 60-minute Digital Safety Workshop delivered remotely through Google Meet, plus a separate 30-minute workshop preparation session with your organization’s main point of contact.
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After purchase, your organization’s main point of contact will use the online scheduler to book the 30-minute preparation session. During that meeting, we will review the workshop format and agree on the date and time for the live workshop. Haven Smith & Company will then schedule the workshop and provide the Google Meet details.
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The workshop presents the core education from the Digital Safety Course in a live, 60-minute format for groups. The course is self-paced and designed for individual study, while the workshop provides a guided presentation, interactive discussion, and time for participant questions.
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This purchase includes Haven Smith & Company’s standard Digital Safety Workshop. Organizations that need customized content, examples, timing, or learning objectives should purchase the Custom Workshop Retainer.
Bring practical digital safety education to your workplace, professional group, or community organization through a live, remote workshop delivered via Google Meet. In this 60-minute presentation, participants learn how to strengthen the security of their accounts, devices, connections, and information; prepare for account or device problems; and recognize changes that may require attention. Your purchase also includes a 30-minute workshop preparation session with your organization’s main point of contact.
$500 one time purchase
Digital Legacy & Estate Planning Workshop
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Participants will learn how to take inventory of digital accounts, online assets, devices, subscriptions, and important records; document essential access information and instructions; identify trusted people; and establish practical next steps for digital legacy and estate preparation. The workshop helps participants understand what information their families or representatives may need and how to organize it responsibly.
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This workshop is designed for workplaces, professional groups, community organizations, caregivers, families, and other groups interested in digital legacy and estate preparation. It is appropriate for adults at different life stages and focuses on clear, practical education without legal or technical jargon.
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Your purchase includes one live, 60-minute Digital Legacy & Estate Planning Workshop delivered remotely through Google Meet, plus a separate 30-minute workshop preparation session with your organization’s main point of contact.
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After purchase, your organization’s main point of contact will use the online scheduler to book the 30-minute preparation session. During that meeting, we will review the workshop format and agree on the date and time for the live workshop. Haven Smith & Company will then schedule the workshop and provide the Google Meet details.
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The workshop presents the core education from the Digital Legacy & Estate Planning Course in a live, 60-minute format for groups. The course is self-paced and designed for individual study, while the workshop provides a guided presentation, interactive discussion, and time for participant questions.
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This purchase includes Haven Smith & Company’s standard Digital Legacy & Estate Planning Workshop. Organizations that need customized content, examples, timing, or learning objectives should purchase the Custom Workshop Retainer.
Bring practical digital legacy and estate planning education to your workplace, professional group, or community organization through a live, remote workshop delivered via Google Meet. In this 60-minute presentation, participants learn how to identify their digital accounts, online assets, and important records; document access information and instructions; choose trusted people; and take practical steps to make their digital lives easier for others to manage when necessary. Your purchase also includes a 30-minute workshop preparation session with your organization’s main point of contact. This workshop is educational and does not provide legal advice.
$500 one time purchase
Digital Life Management Workshop Series
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Participants will develop a practical foundation for managing the three essential areas of modern digital life:
Digital Organization: Take stock of accounts, files, devices, and records; decide what to keep, move, archive, or delete; and create a more maintainable digital structure.
Digital Safety: Strengthen the security of accounts, devices, connections, and information; prepare for account or device problems; and recognize changes that may require attention.
Digital Legacy & Estate Planning: Identify important digital accounts, assets, and records; document access information and instructions; and prepare essential information for trusted people.
Each workshop presents clear concepts, practical examples, and time for group discussion and questions.
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The Digital Life Management Workshop Series is designed for workplaces, professional groups, community organizations, nonprofits, caregiver networks, and other groups that want a comprehensive introduction to digital organization, digital safety, and digital legacy planning.
No specialized technical knowledge is required. The material is designed to be understandable and relevant to adults with a wide range of experience and responsibilities.
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Your purchase includes:
One live, remote 60-minute Digital Organization Workshop
One live, remote 60-minute Digital Safety Workshop
One live, remote 60-minute Digital Legacy & Estate Planning Workshop
Delivery of all three workshops through Google Meet
One 30-minute workshop preparation session with your organization’s main point of contact
Opportunities for participant questions and discussion during each workshop
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After purchasing the series, your organization’s main point of contact can use the online scheduler to book the included 30-minute workshop preparation session.
During that session, we will confirm the audience and logistics and select dates and times for all three workshops. The workshops may be scheduled on separate dates that work for your organization. Google Meet details will be provided after the schedule is confirmed.
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The workshop series covers the same core educational framework as the Digital Life Management System Course Bundle, adapted into three live presentations for organizations and groups.
The course bundle is self-paced and designed for individuals to complete independently. The workshop series provides a shared learning experience through live instruction, practical examples, group discussion, and opportunities to ask questions.
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The Digital Life Management Workshop Series follows a standard curriculum and is not customized for an individual organization.
If your organization needs content tailored to a particular audience, industry, concern, or set of learning objectives, please select the Custom Workshop Retainer instead.
Bring a complete, practical approach to digital life management to your workplace, professional group, or community organization. This live, remote workshop series includes three 60-minute presentations delivered via Google Meet: Digital Organization, Digital Safety, and Digital Legacy & Estate Planning. Together, they help participants organize what they have, protect what matters, and prepare essential digital information for the people they trust. Your purchase also includes one 30-minute workshop preparation session with your organization’s main point of contact, during which we will schedule all three workshops.
$1,200 one time purchase
Digital Life Management Custom Workshop Retainer
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Learning objectives are established during the workshop preparation session based on your organization’s audience, goals, and priorities. Possible subject areas include digital organization, digital safety, digital legacy and estate preparation, fraud awareness, emerging technology, or another related Digital Life Management topic. The final workshop will give participants clear information and practical next steps appropriate to the agreed subject.
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This retainer is designed for workplaces, professional associations, community organizations, nonprofits, and other established groups that need a workshop created for a particular audience or objective. It is especially appropriate when one of the standard Haven Smith & Company workshops does not fully address the organization’s needs.
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Your purchase includes one 30-minute workshop preparation session with the organization’s main point of contact, development of one custom Digital Life Management workshop based on the agreed scope, and live remote delivery via Google Meet. The workshop’s topic, learning objectives, format, and length will be confirmed during the preparation process.
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After purchasing the retainer, your organization’s main point of contact can use the online scheduler to book the included 30-minute workshop preparation session. During that meeting, we will discuss your audience, priorities, goals, desired timing, and workshop requirements. We will then select the date and time for the live workshop.
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No. The Digital Life Management Workshop Series includes three established presentations covering Digital Organization, Digital Safety, and Digital Legacy & Estate Planning. The Custom Workshop Retainer is for one workshop developed around your organization’s specific audience, priorities, and learning objectives.
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Yes. Customization is the purpose of this retainer. The topic, emphasis, examples, and learning objectives will be developed for your audience within Haven Smith & Company’s areas of expertise and the scope agreed upon during the workshop preparation session.
Create a live Digital Life Management workshop designed around the specific needs of your workplace, professional group, or community organization. The Custom Workshop Retainer is for organizations seeking a topic, emphasis, or audience approach beyond our standard Digital Organization, Digital Safety, and Digital Legacy & Estate Planning workshops. Your purchase includes a 30-minute workshop preparation session with your organization’s main point of contact, followed by the planning, development, and live remote delivery of one custom workshop via Google Meet. Together, we will define the audience, priorities, learning goals, and scope so the presentation is relevant, focused, and genuinely useful.
