Discuss

Advisors trained in the process help partners listen closely to one another,
discuss each other’s ideas, and creatively design their unique partnership – unlike any other

Joint Meetings

After each partner enters their thoughts and ideas into their online PC Workbook. the partners are fully prepared to have discussions unlike any they’ve had before.

  • Each partner spends time on their own preparing for the Joint Meetings, the partners are ready to have discussions unlike any they’ve had previously. The platform walks them through each question, revealing each partner’s thoughts.
  • The Guides can effortlessly move some of the partner’s Workbook material to the right side of the screen where it will become part of the PC draft.
  • Based on the partners’ discussions and negotiations the Guides can edit material, allowing the group to see how their understandings are being recorded.
  • After the Joint Meeting the Guides can make some clarifying edits and transfer all the material into a draft template for review by the partners.

JOINT MEETING DISCUSSIONS IN BRIEF
  • One question at a time, the partners share their ideas with one another
  • They discuss, negotiate, and creatively design the partnership they believe will work best for who they are and what they want to achieve
  • The DYP tool captures their understandings, agreements, and commitments to each other as they talk

Discuss is the middle of the 3 steps
to develop a Charter

Discover

The PC Workbook is like taking a short course in partnerships. It covers every critical topic so partners can individually discover the issues and write their thoughts — the first step in the designing a healthy, resilient partnership.

 

Discuss

Going back and forth — sharing and listening — partners reveal and discuss what each person thinks is critical to their success. They build on a foundation of each person’s ideas. It’s a creative, unique step in the process.

 

Document

Each partner independently reviews and comments on each unit draft. The advisor reconciles the feedback and a new draft is written. A 70-100 page Charter memorializes the partners’ understandings and agreements.

 

If you’re ready, take the next step

Are you an advisor?

Are you an advisor?

Partner advisors can become certified users

BECOME LICENSED
Are you a partner?

Are you a partner?

You can work with a licensed advisor and get the level of help with the DYP tool you need.
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