The 30-Day Rightsizing Decision Checklist

The short answer

Four weekends to a deliberate decision.

The 30-day rightsizing checklist compresses drift into deliberate decision. Weekend 1: the chapter (who/what/why). Weekend 2: geography. Weekend 3: home profile. Weekend 4: go/no-go with 90-day implementation plan.

Weekend 1 — The chapter decision

Each household member writes separately what they want the next 5–10 years to contain. Exchange, discuss, write a shared chapter paragraph.

Weekend 2 — Geography

Apply the people-care-housing filter. Make a short list of 3–5 specific geographies.

Weekend 3 — Home profile

Draft the profile of the home that fits the chapter. Tour 2–3 examples — diagnostic, not committal.

Weekend 4 — Go/no-go

Run the Shift-Score. Make a written go/no-go decision with a committed timeline.

Key takeaways

  • Four weekends. One decision.
  • Written deliverables compound.
  • Weekend 1 is a filter — if you can’t write a shared paragraph, stop.
  • Weekend 4 produces commitment, either go or no-go.

Three minutes to clarity.

No cold calls. Always free.