Walk through the step-by-step wizard. AI drafts what AI can draft. You fill in what only you know.
Each doc saves in your browser as you type. Leave anytime. Return anytime. Your draft is waiting.
When done, print the whole thing. Hand to your board. Hand to your spouse. Hand to your interim leader.
Walk them in order, or jump to what you need first.
Succession Readiness
Diagnose how prepared the org is for transition. Score, risk level, immediate risks, 90-day plan.
Succession Plan
Strategic plan built on Mary's Four Pillars. Roles at risk, milestones, stakeholder comms, conversations to have this week.
Emergency Contact Sheet
Print-ready directory: leadership, board, attorneys, banks, key customers, family, IT/facilities. Pure form, no AI required.
Continuity of Operations
What runs in the first 24/48/72 hours when a leader is suddenly unavailable. Action lists with owners and deadlines.
Knowledge Transfer Memo
For one specific role. Decisions owned, relationships map, operating cadence, in-flight items, tacit knowledge, pitfalls.
Crisis Communication Scripts
Paste-ready messages for board, leadership, employees, customers, family, press. Includes holding statement and press Q&A prep.
