Our process

How we co-create bespoke student success planners that improve retention and outcomes

We work in close partnership with colleges and universities to design planners that are not just beautifully produced, but strategically aligned to institutional priorities around student wellbeing, engagement, and retention.

Our process is collaborative, evidence-led, and focused on creating a tool students will genuinely use.

Step 1

Discovery & Insight

Understanding your students, challenges, and priorities

We begin by gaining a deep understanding of your institution’s current context. This includes exploring:

Student wellbeing and mental health challenges
Engagement, progression, and retention data
Key pressure points contributing to dropout
Existing student support structures and services

This phase ensures the planner is grounded in the real challenges your students are facing, not assumptions.

Strategic Design Consultation

Co-creating the framework that underpins success

Next, we facilitate an in-depth design consultation with key stakeholders across your institution. This may include:

Student success, wellbeing, and retention teams
Academic staff, tutors, and mentors
Student representatives or focus groups
Together, we define:
The success framework that will underpin the planner
The coaching, wellbeing, and personal development techniques to be embedded
How existing university services, support pathways, and curriculum are integrated
The behaviours and outcomes the planner is designed to reinforce

This stage is similar to goal-setting at an institutional level aligning the planner with what success truly looks like for your students.

Step 2

Step 3

Initial Concept & Draft Design

Bringing the vision to life

Our team then develops the first draft of your bespoke planner. This includes:

A fully designed digital proof
Clear structure and section layouts
An explanation of how each element supports the agreed outcomes
Rationale linking coaching techniques and wellbeing tools to student success This draft provides a tangible vision of what the final planner will become.

Iteration & Co-Creation

Refining every detail together

We work closely with your team to refine the planner through structured design iterations. This collaborative phase ensures:

Content, language, and tone resonate with your students
Design choices align with your brand and values
The planner feels intuitive, relevant, and motivating to use
Every section earns its place and serves a clear purpose
The result is a planner that feels purpose-built, not generic.

Step 4

Step 5

Final Digital Proof

Refining every detail together

Once the design is agreed, we provide a full digital “flick-through” proof, allowing you to experience the planner exactly as students will. This includes:

Final layouts and visuals
Key sections highlighted
Confirmation of print specifications
Nothing moves to production without full confidence and sign-off.

Production & Quality Assurance

Creating a planner students will value

We manage the full production process using only high-quality materials and rigorous quality control. Our focus is on delivering a planner that students will:

Keep with them throughout the academic year
Use consistently, not abandon after week one
Associate with value, care, and institutional support
This is a physical resource designed to last not a disposable workbook.

Step 6

Step 7

Delivery & Implementation Support

Ensuring impact from day one

We deliver planners directly to your college or university and can support with rollout and introduction, helping ensure students understand how and why to use them effectively.

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The Result

A bespoke student success planner that

Aligns with your institutional strategy
Supports wellbeing and engagement
Strengthens retention
Empowers students to take ownership of their growth

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A proven framework developed to make success and well-being a daily habit

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Help students find clarity, purpose, and direction

Students begin with a clear sense of direction — aligning academic goals, wellbeing, and personal development from the outset. By helping students understand why they’re studying and what they’re working towards, engagement increases and early disengagement drops.

Turn daily habits into measurable student success

Your planner supports students to build consistent routines around study, wellbeing, and self-management. This structure reduces overwhelm, increases academic confidence, and helps students stay on track throughout the year.

Deliver impact at scale — without increasing budget

Our programmes are designed to be cost-neutral through external funding, grants, and institutional partnerships. We support universities in securing funding and measuring impact, allowing student success initiatives to scale without adding pressure to internal budgets.