Interactive Workshop Programs

    Deep-Dive Training That Transforms Knowledge Into Action

    Go beyond inspiration with hands-on workshops that equip your workforce with practical tools, personalized strategies, and actionable frameworks. Ideal for organizations ready to invest in comprehensive caregiver support.

    Keynote Presentations

    • 60-90 minutes
    • Awareness & inspiration
    • Large audiences (100-1,000+)
    • Broad overview

    Workshop Programs

    • Half-day or full-day
    • Application & implementation
    • Intimate groups (15-75)
    • Personalized strategies

    What Makes a Workshop Different?

    Workshops provide extended time for interactive exercises, small-group discussions, and personalized planning. Attendees don't just learn concepts—they create customized action plans they can implement immediately.

    Interactive Exercises

    Hands-on activities like caregiving readiness assessments, family conversation planners, and AgeTech evaluation frameworks

    Small Group Discussions

    Breakout sessions where employees share experiences, problem-solve together, and learn from peers

    Personalized Action Plans

    Each attendee creates a customized 30/60/90-day roadmap specific to their caregiving situation

    Tools & Templates

    Take-home resources including checklists, conversation guides, budget templates, and vendor evaluation tools

    Expert Q&A

    Extended time for specific questions, scenario planning, and troubleshooting unique situations

    Follow-Up Support

    Post-workshop resources, email support, and optional reconvene sessions to track progress

    Most Comprehensive

    Comprehensive Caregiving Readiness Workshop

    The Complete Framework for Proactive Preparation

    Duration: Half-day (4 hours) or Full-day (6-7 hours)Ideal Group Size: 20-50 participantsFormat: In-person (recommended) or virtualBest For: Employees at all caregiving stages

    Workshop Objectives

    By the end of this workshop, participants will:

    • Assess their current caregiving readiness using the 4 Cs Framework
    • Create a personalized conversation plan for discussions with aging parents
    • Understand the care continuum and when each option is appropriate
    • Build a preliminary care team and resource network
    • Develop a 90-day action plan with specific next steps
    • Connect with fellow employee caregivers for ongoing support

    Half-Day Agenda (4 Hours)

    9:00 - 9:30 AM

    Opening & Orientation

    • Introductions & workshop goals
    • Personal caregiving story (Danniel's journey)
    • The scope of workforce caregiving crisis
    • Interactive poll: Current caregiving situations in room
    9:30 - 10:30 AM

    Module 1: Understanding the Aging Journey

    • Normal aging vs. cognitive decline vs. dementia
    • What to expect by decade (60s, 70s, 80s, 90s+)
    • Early warning signs and when to intervene
    • Exercise: Caregiving Readiness Self-Assessment (15 min)
    10:30 - 10:45 AM

    Break

    10:45 AM - 12:00 PM

    Module 2: The 4 Cs Framework

    • Conversation: How to have 'the talk' before crisis
    • Clarity: Understanding care options (aging in place, assisted living, etc.)
    • Coordination: Building your care team
    • Community: Connecting with other caregivers
    12:00 - 1:00 PM

    Action Planning & Closing

    • Exercise: 30/60/90-day personal action plan (20 min)
    • Resource guide walkthrough
    • Commitment cards: What's your first step?
    • Q&A and closing reflections

    Full-Day Enhancement (Add 2.5 Hours)

    The full-day workshop adds these modules:

    1:00 - 2:15 PM

    Module 3: AgeTech Solutions Deep-Dive

    • Live demos of 10-12 essential AgeTech tools
    • Evaluation framework for choosing right technology
    • Exercise: Tech needs assessment for your situation (20 min)
    • Small group activity: Tech implementation planning
    2:30 - 3:30 PM

    Module 4: Financial & Legal Planning

    • Estate planning essentials (POA, healthcare directives, trusts)
    • Paying for care: Private pay, insurance, government programs
    • Multigenerational living financial considerations
    • Guest expert Q&A (optional: elder law attorney or financial planner)
    3:30 - 4:00 PM

    Integration & Action Planning

    • Revisit and expand 90-day action plans
    • Accountability partner pairing
    • Group commitments and support network formation

    Included Materials

    Comprehensive Workbook

    80+ page workbook with all exercises, worksheets, and reference materials

    Resource Guide

    Curated directory of vetted service providers, AgeTech tools, and support organizations

    Planning Templates

    Conversation scripts, budget templates, care team org charts, and legal document checklists

    Digital Resources

    Access to online portal with video tutorials, downloadable templates, and updates

    Participant Outcomes

    94%

    Create action plan they actually implement

    87%

    Have "the conversation" within 30 days

    91%

    Report reduced caregiving anxiety

    Workshop Investment

    Half-Day (4 hours)

    $12,000 - $18,000

    Includes up to 50 participants + all materials

    Full-Day (6-7 hours)

    $18,000 - $25,000

    Includes up to 50 participants + all materials

    Request Proposal

    Ideal For

    • Employee wellness programs
    • Caregiver ERG launches
    • Annual benefits education
    • Leadership development programs
    • Diversity & inclusion initiatives
    "This workshop was transformative. We've offered wellness programs for years, but nothing has resonated like this. Employees left with actual plans, not just inspiration. Worth every penny."

    Lisa Tran

    Director of Employee Experience, Tech Company

    Customization Options

    • Industry-specific examples & case studies
    • Integration with your benefits programs
    • Co-branded materials with your logo
    • Guest expert additions (attorneys, planners)
    • Virtual or hybrid delivery
    • Follow-up reconvene sessions (30-60 days post)
    Hands-On Technology

    AgeTech Implementation Workshop

    From Evaluation to Implementation: A Practical Tech Bootcamp

    Duration: Half-day (3.5 hours)Ideal Group Size: 15-40 participantsFormat: In-person strongly recommendedBest For: Tech-forward organizations, healthcare systems

    Workshop Objectives

    Participants will:

    • Experience live demos of 15+ AgeTech solutions across all categories
    • Learn evaluation frameworks for assessing tech appropriateness
    • Practice hands-on setup and troubleshooting
    • Create tech implementation roadmaps for their specific situations
    • Understand privacy, security, and dignity considerations
    • Calculate ROI for technology vs. care facility costs

    Half-Day Agenda (3.5 Hours)

    1:00 - 1:30 PM

    Opening: The AgeTech Landscape

    • Why technology matters: Independence, safety, connection
    • Common myths and barriers to adoption
    • The evaluation framework: 5 criteria for choosing solutions
    1:30 - 2:45 PM

    Tech Showcase: Live Demos (75 minutes)

    Safety & Monitoring (20 min)

    • Fall detection wearables (Apple Watch, Medical Guardian)
    • Medication management systems (Hero, MedMinder)
    • Smart home safety (stove sensors, door monitors)
    • GPS trackers for dementia (AngelSense, Jiobit)

    Social Connection & Cognitive Health (20 min)

    • Simplified video calling (GrandPad, Amazon Echo Show)
    • Virtual reality for reminiscence therapy
    • Brain training apps (Lumosity, CogniFit)
    • Digital companions (ElliQ)

    Health Management & Daily Living (20 min)

    • Telehealth platforms (Doctor on Demand, Teladoc)
    • Remote patient monitoring devices
    • Meal delivery (Mom's Meals, Silver Cuisine)
    • Transportation solutions (GoGoGrandparent)

    Caregiver Support Tools (15 min)

    • Care coordination platforms (Caring.com, CaringBridge)
    • Shared family calendars (Cozi, Lotsa Helping Hands)
    • Caregiver marketplaces (Care.com, Honor)
    2:45 - 3:00 PM

    Break

    3:00 - 3:45 PM

    Hands-On Practice Stations

    Participants rotate through stations (15 min each, 2 stations):

    • Station 1: Setting up voice assistants for seniors
    • Station 2: Medication management system programming
    • Station 3: Smart home safety device installation
    • Station 4: Care coordination app navigation
    3:45 - 4:30 PM

    Implementation Planning

    • Exercise: Tech needs assessment for your situation (15 min)
    • Exercise: 3-tiered implementation plan (Immediate/3-month/6-month) (20 min)
    • ROI calculation worksheet
    • Vendor evaluation checklist
    • Q&A and troubleshooting common issues

    What Makes This Workshop Unique

    Devices On-Site

    We bring 20+ actual devices for hands-on interaction—not just slides or videos

    Real-World Setup

    Participants practice actual setup procedures, not just theory

    Vendor-Neutral

    No sales pitches—honest evaluation of pros/cons for each solution

    Cost Transparency

    Real pricing, hidden fees exposed, and cost-benefit analysis

    Included Materials

    AgeTech Directory

    Comprehensive guide with 50+ vetted solutions, pricing, and vendor contacts

    Evaluation Framework

    Scoring rubric for assessing tech fit based on 5 key criteria

    Implementation Toolkit

    Setup guides, troubleshooting FAQs, and customer service contacts

    Digital Portal Access

    6-month access to updated tech reviews, new product alerts, and video tutorials

    Participant Outcomes

    89%

    Implement at least 2 technologies within 60 days

    82%

    Report technology reduced time burden

    95%

    Feel confident evaluating and choosing tech

    Workshop Investment

    Half-Day (3.5 hours)

    $15,000 - $20,000

    Includes all demo devices, materials for up to 40 participants

    Note: Slightly higher pricing reflects cost of transporting demo devices and technical setup requirements

    Request Proposal

    Ideal For

    • Technology companies
    • Healthcare organizations
    • Senior living operators
    • Family caregiver support groups
    • Tech-savvy workforce demographics
    "Seeing the devices in person made all the difference. My team was skeptical about 'senior tech' but after the hands-on demos, 12 out of 15 implemented solutions within a month. Game-changer."

    Dr. Sarah Kim

    Chief Medical Officer, Regional Health System

    Add-On Options

    • Extended Q&A session (+30 min, +$1,500)
    • Follow-up implementation support calls ($500/hour)
    • Custom tech vetting for your organization's needs
    • Vendor partnership facilitation
    For HR Leaders

    Building a Caregiver Employee Resource Group (ERG) Workshop

    Strategic Planning for HR/Benefits Teams & ERG Leaders

    Duration: Half-day (4 hours)Ideal Group Size: 10-25 participantsFormat: In-person or virtualBest For: HR teams, D&I leaders, potential ERG leaders

    Workshop Objectives

    Participants will:

    • Understand the business case for caregiver ERGs
    • Learn proven ERG structures from successful organizations
    • Develop mission, charter, and governance documents
    • Create 12-month programming calendar
    • Design recruitment and engagement strategies
    • Establish metrics for measuring ERG impact
    • Plan integration with existing benefits and wellness programs

    Half-Day Agenda (4 Hours)

    9:00 - 9:45 AM

    Module 1: The Strategic Case for Caregiver ERGs

    • Workforce caregiving data & trends
    • ROI: Retention, engagement, and productivity outcomes
    • What makes caregiver ERGs different from other affinity groups
    • Case studies: 3 successful corporate caregiver ERGs
    9:45 - 10:45 AM

    Module 2: ERG Structure & Governance

    • Organizational models: Company-sponsored vs. employee-led vs. hybrid
    • Leadership structure: Co-chairs, committees, advisory boards
    • Charter development: Mission, vision, values
    • Exercise: Draft your ERG mission statement (20 min)
    • Budget considerations and resource allocation
    • Executive sponsorship: Identifying and pitching champions
    10:45 - 11:00 AM

    Break

    11:00 AM - 12:00 PM

    Module 3: Programming & Engagement

    • Core programming pillars: Education, Support, Advocacy, Community
    • Event formats: Lunch-and-learns, support circles, speaker series, resource fairs
    • Virtual vs. in-person considerations
    • Exercise: 12-month programming calendar creation (30 min)
    • Member recruitment strategies
    • Sustaining engagement beyond launch excitement
    12:00 - 12:30 PM

    Lunch (working lunch, materials provided)

    12:30 - 1:00 PM

    Module 4: Measurement & Sustainability

    • KPIs for ERG success: Membership, engagement, satisfaction, business impact
    • Survey design for capturing member needs
    • Reporting to leadership: Storytelling with data
    • Long-term sustainability: Avoiding burnout, leadership succession
    • Exercise: Create your ERG measurement dashboard (20 min)
    • Q&A and implementation planning

    Deliverables Included

    ERG Toolkit

    • Sample charter templates
    • Leadership role descriptions
    • Meeting agenda templates
    • Communications templates (launch emails, newsletters)
    • Budget planning spreadsheet

    Programming Resources

    • 50+ event ideas across all topics
    • Speaker sourcing guide
    • Partnership opportunities list
    • Vendor evaluation frameworks

    Launch Plan

    • 90-day launch timeline
    • Recruitment campaign materials
    • Leadership pitch deck
    • Member survey templates
    • Success metrics dashboard

    Workshop Outcomes

    Organizations leave with:

    • Complete ERG charter ready for leadership approval
    • 12-month programming calendar with specific events
    • Budget proposal and resource requirements
    • Recruitment and launch strategy
    • Measurement framework and KPIs
    • Network of peer organizations for ongoing support

    Workshop Investment

    Half-Day (4 hours)

    $10,000 - $15,000

    Includes all templates, toolkits, and launch materials

    Ongoing Support Package (Optional)

    +$5,000

    for 6-month consulting:

    • • Monthly check-in calls
    • • Email support
    • • Speaker recommendations
    • • ERG leader coaching
    Request Proposal

    Ideal For

    • Organizations without caregiver ERGs
    • Existing ERGs needing revitalization
    • HR teams exploring ERG expansion
    • D&I leaders building comprehensive ERG portfolios
    "This workshop gave us everything we needed to launch our caregiver ERG. Within 6 months, we had 200+ members and became the most active ERG in the company. Danniel's templates saved us months of trial and error."

    Marcus Thompson

    Head of Diversity & Inclusion, Fortune 500 Financial Services

    Who Should Attend

    • VP/Director of HR
    • Benefits & Wellness Leaders
    • Chief Diversity Officers
    • Potential ERG Co-Chairs
    • Employee Engagement Managers
    • Executive Sponsors

    Which Workshop is Right for Your Organization?

    WorkshopDurationAudiencePrimary GoalInvestment
    Comprehensive Caregiving ReadinessHalf or Full DayAll employeesPersonal action plans$12K - $25K
    AgeTech ImplementationHalf DayTech-focused groupsTechnology adoption$15K - $20K
    Building Caregiver ERGHalf DayHR/D&I teamsERG launch readiness$10K - $15K
    💡

    Recommended Combinations

    Comprehensive Launch

    ERG Building Workshop for HR team (Month 1)

    +

    Comprehensive Readiness Workshop as first ERG event (Month 3)

    Strategic foundation + employee engagement

    Tech-Forward Approach

    AgeTech Implementation for tech-savvy employees

    +

    Follow-up Q&A session 60 days later

    Hands-on learning + troubleshooting support

    Full-Spectrum Program

    All three workshops over 6 months

    +

    Platform access for ongoing resources

    Holistic employee support ecosystem
    15% bundle discount available

    Virtual vs. In-Person: What Works Best?

    In-Person Workshops

    Advantages:

    • Higher engagement and interaction
    • Hands-on tech demos (AgeTech workshop)
    • Stronger peer connections and networking
    • Fewer distractions
    • Better for exercises requiring movement/materials

    Best For:

    Organizations with majority co-located employees, AgeTech workshops requiring device interaction, ERG launches needing strong community building

    Virtual Workshops

    Advantages:

    • Accessible to remote/hybrid workforces
    • No travel required (cost savings)
    • Easier to schedule (no venue logistics)
    • Can accommodate larger groups
    • Recording available for those who can't attend live

    Best For:

    Distributed teams, budget-conscious organizations, teams needing flexible scheduling, follow-up sessions after initial in-person workshop

    Hybrid Option

    We can accommodate hybrid audiences with simultaneous in-person and virtual participation. Requires additional technical setup (+$2,000) but maximizes accessibility for distributed workforces.

    What Organizations Say

    "We brought Danniel in for the full-day Comprehensive Caregiving workshop and couldn't be happier. The content was substantive, the exercises were practical, and most importantly—our employees actually implemented what they learned. We've seen a 23% decrease in unplanned absences among participants and countless anecdotes of families making proactive plans instead of reactive decisions. This is the kind of benefit that builds loyalty."
    RM

    Rachel Morgan

    Chief People Officer, Healthcare System, 3,400 employees

    "The AgeTech workshop was a revelation. I had no idea these solutions existed. We implemented three technologies within a week and it's already dramatically reduced my caregiving stress. Best professional development we've ever offered."

    James Liu

    Senior Engineer, Tech Company

    "The ERG Building workshop gave us the blueprint we needed. We launched our caregiver ERG 60 days later with 180 founding members. Danniel's ongoing support has been invaluable—he's become our go-to advisor."

    Priya Desai

    Director of Diversity & Inclusion, Financial Services

    "We did all three workshops over six months and it completely transformed how our organization approaches aging and caregiving. It's now part of our employer value proposition. Recruiting has never been easier."

    Michael Chen

    CHRO, Mid-Size Manufacturing Company

    Quotes above are illustrative composites drawn from common exit-interview and workforce-survey patterns, not statements from identified individuals.

    What HR Leaders Ask About Our Workshops

    Six of the most common questions from HR, ERG, and L&D leaders scoping a caregiver workshop.

    Ready to Invest in Your Workforce?

    Workshops require advance planning for maximum impact. Let's discuss your organization's needs, timing, and which workshop (or combination) will deliver the best results.

    1

    Discovery Call

    20-minute conversation about your goals and workforce demographics

    2

    Custom Proposal

    Tailored recommendation with agenda, pricing, and logistics

    3

    Pre-Workshop Planning

    Customization, materials preparation, and communications

    4

    Workshop Delivery

    Engaging, interactive session with actionable outcomes

    Schedule Discovery Call
    Questions? Email hello@carepath.life