Three Programmes. One Clear Direction.
Each Successio programme covers a specific educational area — chosen to be genuinely useful to families and businesses at different points in their record-organisation journey.
Back to HomeOur Educational Approach
Every Successio programme begins with the assumption that participants know very little about estate organisation — and that this is entirely reasonable. The aim is to build understanding progressively, in plain language, without jargon or implied urgency.
Sessions are structured as guided walkthroughs of a topic, not open-ended discussions. Facilitators present a structured sequence, allow time for questions at each stage, and close with a summary of key takeaways. Materials are provided in both printed and digital form.
All three programmes are independent of one another. Attending one does not commit you to attending any other. They can be taken in any order, depending on which is most relevant to your current situation.
Structured Delivery
Topics follow a deliberate sequence — each concept builds on the previous one.
Questions Welcome Throughout
Q&A time is woven in at each section — not saved for the end.
Materials You Keep
All checklists, templates, and guides are provided as part of the programme.
Annual Content Review
Programme content is reviewed and refreshed at least once per year.
Estate-Organisation Orientation
A plain-language seminar explaining how families generally organise personal and household records, and what categories of paperwork commonly matter. Purely educational, with no individual advice provided. Includes a take-home organisation checklist.
What the session covers
- Categories of documents families typically maintain
- Common approaches to physical and digital record storage
- What paperwork is most frequently overlooked
- How to use the included organisation checklist at home
Typical session structure
- 1 Introduction to record categories — what families typically need to track
- 2 Common oversights — what tends to be forgotten and why it matters
- 3 Walkthrough of the organisation checklist with worked example
- 4 Q&A and close
Programme fee
฿3,650
All materials included
Records & Document Cataloguing Workshop
A practical, administrative session on listing, labelling, and safely storing important family records and heirloom information. Focused on organisation and record-keeping only. Includes reusable inventory templates.
What the session covers
- How to create a personal document inventory
- Labelling conventions that make records easy to locate later
- Physical vs digital storage — considerations for each
- Heirloom documentation — how families typically record important items
- Walkthrough and practice using the provided inventory templates
Typical session structure
- 1 Morning: introduction to inventory systems and labelling approaches
- 2 Late morning: storage options and digital vs physical decision-making
- 3 Afternoon: hands-on template practice and Q&A
- 4 Close and summary of completed inventory structure
Programme fee
฿7,650
Templates and materials included
Family-Business Continuity Information Programme
A B2B educational programme that helps family-run companies discuss continuity and succession of roles and processes in a structured, communicative way. Covers planning conversations and process only — not individual entitlement matters. Includes facilitation materials.
What the programme covers
- Frameworks for structured internal continuity conversations
- How to map roles and processes within a family business context
- Common communication challenges in family-run transitions and how to address them
- Using facilitation materials to record and revisit decisions
Programme delivery
- 1 Session one: introduction to continuity frameworks, role mapping, and process documentation
- 2 Interval: participants work through preliminary materials at their own pace
- 3 Session two: facilitated walkthrough of completed materials, Q&A, and close
Programme fee
฿11,220
Facilitation materials included · scheduling flexible
Which Programme Fits Your Situation?
All three stand alone — here's a quick guide to help you identify the most relevant starting point.
| Feature | Orientation | Cataloguing Workshop | Continuity Programme |
|---|---|---|---|
| Best for | Families new to record organisation | Households ready to build a document system | Family-run businesses |
| Duration | Half-day | Full day | Two sessions |
| Materials included | Checklist | Inventory templates | Facilitation guides |
| B2B focus | |||
| Prerequisite programme | None | None | None |
| Price | ฿3,650 | ฿7,650 | ฿11,220 |
Shared Standards Across All Programmes
Every Successio session, regardless of which programme, is delivered according to the same set of content and conduct standards.
Privacy in Delivery
Sessions work with general examples. No participant is asked to share personal financial or document information during a session.
Annual Content Review
All programme materials are reviewed against current general practice at least once per calendar year.
Feedback After Each Session
Anonymous feedback is collected following every programme to inform content improvements for future participants.
Practitioner-Led
Sessions are facilitated by team members with backgrounds in records administration or adult education.
No Obligation Structure
Each programme is designed as a complete experience. There are no referrals, recommended services, or follow-on obligations built in.
Transparent Scope
What is covered in each session is described fully before booking. There are no surprises in scope or content on the day.
Programme Fees
All materials, templates, and facilitation guides are included in the stated price. No additional charges.
Orientation
Half-day seminar
฿3,650
per person · materials included
- Plain-language seminar
- Take-home checklist
- Q&A throughout
Cataloguing Workshop
Full-day workshop
฿7,650
per person · templates included
- Hands-on cataloguing session
- Reusable inventory templates
- Storage guidance
Continuity Programme
B2B · two sessions
฿11,220
per organisation · materials included
- Two structured sessions
- Facilitation materials
- Flexible scheduling
Not Sure Which Programme to Start With?
Send us a message and we'll help you identify which session fits your current situation — without pressure or expectation.
Get in Touch