Nine questions about how your business actually runs
Answer them and you get a training plan ordered for your work, an honest read on where you're exposed, and one place to start.
- Nine questions, about four minutes
- No account, no email address
- Nothing leaves your browser
What the plan actually gives you
Three things. The training modules in the order that suits your work rather than the order they're listed in. A reading on where the business is exposed right now, based on what you've told us about tools, records and whether a written rule exists. And one recommended starting point, which is sometimes a workshop and sometimes a policy engagement instead.
Where the answer is that training shouldn't be the first thing you do, it says so. A team trained to move faster in a direction nobody has decided on is a worse position than an untrained one.
Who should fill it in
Whoever signs off on training and carries the risk if it goes wrong — owner, principal, practice manager, director. If that isn't you, finish it anyway and send it on; the plan is written to be forwarded.
What happens to your answers
The whole thing runs in your browser. Nothing is transmitted while you answer, and the full plan is shown before any email address is asked for. If you choose to send it through, we use it to reply and to prepare a scope — nothing else. Details on the privacy page.
If your industry isn't in the list
There's a general path that produces a real plan without a published track, because about seventy per cent of this work is identical across industries. The foundations don't change; the examples do.
Why the plan shows before anything is asked of you
Nine questions, about four minutes, and the full plan renders on screen — modules in order, recommended starting engagement, and a reading on where your current exposure sits. No email address, no gate, no download.
That's a deliberate trade. A principal who reads the plan and recognises their own week is a better conversation than someone who traded an address for a PDF they never opened, and we'd rather have fewer and better ones. Nothing you type is transmitted anywhere — the whole thing runs in your browser.
What the plan gives you
- The six foundation modules, ordered for your work rather than listed as a syllabus — in regulated settings the policy module usually moves to the front.
- A recommended starting engagement out of the five shapes, with the reasoning.
- Which of your selected jobs suit which tool, and which stay with a qualified person.
- A reading on current exposure, based on what you've said about accounts, information types and whether a written rule exists.
Who should fill it in
Whoever can approve a change: an owner, a principal, a practice or office manager, a director. The questions are about how the business runs and what it's exposed to, and an employee guessing at those produces a plan for a business that doesn't exist.
What happens to your answers
Nothing leaves your browser unless you choose to carry the plan into the enquiry form, in which case a summary is held in this tab's session storage and appears in an editable field you can change or clear. Nothing about your business goes into a URL, and there is no tracking pixel on the tool. The full position is in the privacy policy.
If you'd rather not use the tool
Then don't — it's a shortcut, not a gate. Two sentences in the enquiry form about what the business does and what's eating the week gets you to the same first call. The tool exists because it makes that call shorter and more accurate, not because we need the answers.
Prefer to skip straight to a conversation? The form takes about a minute.
Start an enquiryThe questions we get asked about this
Is this a lead magnet?
It's a planning tool that we'd rather you used than not. The distinction that matters: the plan shows in full before anything is asked of you, and no email address is collected anywhere in it.
What if my industry isn't in the list?
There's a path for that, and it produces a plan from the foundations rather than an industry track. It's less specific and still useful.
Can I send the plan to someone else?
Print it, or carry it into the enquiry form and send it with a note. It isn't emailed to you, because nothing here asks for your email.