Primetime planning is done in 4 logical phases as set out below.

  • Phase 1 - Evaluate
  • Phase 2 - Establish Planning
  • Phase 3 - Taking Action
  • Phase 4 - Review and Monitor

Phase 1 - Evaluation

A Primetime Evaluation is a thorough and complete review of feelings, facts and circumstances.

It allows for both partners in a relationship to participate and  combines the feedback to compare and discuss planning needs.

The evaluation allows for examination, reflection, discussion and self-awareness. This in turn provides the opportunity to develop clarity, and then make better planning decisions.

Once awareness has been established, it is then impossible to be unaware. Awareness then allows choice.

During retirement, new facts, circumstances, feelings, and wishes will emerge from time to time, especially passing through the retirement stages.

For this reason it is necessary to revisit the Evaluation regularly and amend plans when required.

Phase 2 - Establish Planning

The outcomes of the Evaluation should make it clear what Primetime components need to be planned for and in what order or timing.

It is not intended for all the Primetime components to be done at once. This is not likely to be necessary and would be exhausting.

The planning is done during the course of retirement at your pace and in accordance with your changing needs.

Phase 3 - Taking Action

This phase involves taking action which might involve doing research, seeking advice or completing tasks. The action planning tool assists in keeping track of what is to be done and when.

Phase 4 - Review and Monitor

Because feelings, wishes and circumstances constantly change, it is necessary to regularly review your situation so that you stay on top things as things change.

By setting reminder dates and timing of when things are to be reviewed there is a better chance of staying up to date and not letting anything slip through the cracks.