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Doctor Plans Retirement from Practice


A surgeon was entering a life season where he wanted to transition from his practice to spend time with his wife and pursue his passion for photography.

ProjectLead facilitated a 3-day Life Plan retreat in Durango, Colorado.

ProjectLead assisted the client in developing a personal mission statement, 3-year vision and action plans.

ProjectLead facilitated the creation of a 90-day action plan that included items for immediate execution upon completion of the retreat.

RESULTS

Personal Insights

The Life Plan process helps clients discover key insights and aha's that are not visible during day-to-day firefighting.

Strategic Direction

The mission and vision statements act like a filter to help clients keep focused and minimize distractions.

Accountability for Execution

Written goals with due dates, agreed to by the client, puts a stake in the ground regarding executing the plan.

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