ILLUSTRATIVE CASE NOTES
The story behind the approach.
Three fictional scenarios show how a practice can explain its thinking. These are not client matters or promises about outcomes.
Two founders have grown their business. Now they need a clearer conversation about roles and expectations. An illustrative case note.
Read the case noteA fictional workplace scenario follows the questions behind a difficult discussion, from chronology to a more useful brief.
Read the case noteA family’s changing responsibilities become the starting point for a thoughtful planning conversation. A fictional scenario.
Read the case noteA USEFUL CASE NOTE
Context. Questions. A considered next step.
A meaningful case story explains the starting point and the reasoning. It does not need a dramatic result to be useful. Use this space for approved, anonymised stories from your own practice.
HOW TO READ THESE STORIES
Follow the questions, not just the conclusion.
Each illustrative case note begins with a situation, then follows the questions that make it easier to discuss. The point is to show a way of thinking, not to advertise a result.
Look for the turning points: an assumption that needs checking, a missing piece of context or a better-defined brief. These fictional stories show how a practice can explain its approach in plain language.