About Lifetogether
After a decade of service on the senior staff at both Willow Creek Community Church and Saddleback Church, where I played a pivotal role in launching and leading small group ministries, I co-founded LifeTogether 0ver 20 years ago, we started LifeTogether a ministry created to harness the transformative power of community to change lives, leaders, and families who will help fulfill the Great Commission in this generation Our time-tested strategies revolves around turning any message into a ministry and then transforming that ministry into a movement This approach has been the cornerstone of our work since day one Whether it’s a sermon series, a trade book, a life message, or the core mission of a Christian ministry, we collaborate with pastors, authors, and Christian leaders to turn their vision into a tangible reality.
For more than two decades, LifeTogether has been at the forefront of producing and publishing award-winning curriculum and campaigns in collaboration with numerous influential figures, including thought-leading pastors, church leaders, authors, and business figures. Our esteemed partners include Rick Warren, Max Lucado, Tony Evans, John Maxwell, Christine Caine, John Ortberg, Miles McPherson, and thousands more Throughout the years, we have consistently delivered impactful and life-changing conversational curriculum, campaigns, and courses for major denominations, Christian ministries, faith-based nonprofits, and leading Christian publishers
Inthedream-it-up phaseofaproject-whereyouimaginethe possibilities,consider thealternatives,and produceascenariofor communicatingyour messageina compellingway--I've nevermetanyonewho canmatchBrett's genius.
RICK WARREN
SADDLEBACK CHURCH, LAKE FOREST, CA
Following the success of producing the inaugural 40 Day of Purpose Campaign for Rick Warren at Saddleback Church, LifeTogether has since extended its expertise to more than 500 local churches and Christian ministries. Our cutting-edge production and publishing services have consistently demonstrated the ability to foster connection within entire congregations, nurture the growth of reproducing disciples, and catalyze a multitude of leaders. These efforts have played a crucial role in harnessing the power of community to make a meaningful impact for Christ, contributing to the fulfillment of the Great Commission in this generation.
PURPOSE & PROBLEM
PROBLEM
Families, especially many influential Christian families, who have been financially successful, are facing enormous challenges, and the impending $168 Trillion wealth transfer over the next decade is largely ignored by the church The focus on generosity alone might harm families, as they possess strong financial balance sheets but lack in other critical areas Currently these families are living their lives more by default than by God‘s design for their lives
PLAN
Enter JH Ranch, an organization helping families and their trusted advisors that serve them, create legacies that transform their families, businesses and kingdom impact, in a world that is lost and desperately needs the love of Christ JH Ranch aims to prepare families for the challenges of the future, offering a unique space for shared experiences and wisdom our focus is on serving a growing network of certified family legacy advisors, providers and ministries committed to helping to multiply their impact in the world in order to help fulfill the great commission and the great commandment
PURPOSE
OURVISION:FamiliesofwealthbuildinglegaciesbyGod‘sdesignnotbydefault
OURMISSION:TohelpfamiliesofwealthandthosewhoservethembuildfamiliesandLegaciesbyDesign inordertocreatefamilyclarityandalignment,relationalharmony,communication,generosity,andawiser wealthtransferforgenerationstocome
EXPANDEDVISION:Tobuildacollaborativecommunityofmultigenerational,highimpactandhigh capacityfamiliesalongwithagrowingnetworkofcertifiedJHRanchAdvisors,familylegacycoaches,and otheradvisorsworkingtogetherwithfamilies,tohelpbuildgreaterfamilyclarity,communication,and generositythatmultipliestheirimpactforChristforgenerationstocome
Multi-generational families of wealth (top 1-10%) and a network of Christian advisors, financial providers, ministry partners, and financial legacy coaches willing to help serve families to find and fulfill their God-given JH Ranch
PRIMARY TARGET PRIMARY OUTCOME
Helping families and those who serve them exponentially multiply their generosity and maximize their global kingdom impact during the largest transfer of wealth in our country's history. In order to solve some of the world's greatest problems and help fulfill the great commission and the great commandment
OUR PROCESS
Our core process is primarily three step systematic, developmental, and intentionally guided experience We are developing this model in a collaborative process with our alumni, advisory network, collective group, and a growing network of families.
PARTNERSHIP TEAM CONSULTING DELIVERABLES
The consulting services and deliverables listed below serve as a backbone to any partnership with our clients. The features and initiatives listed below are not included in the cost of the production project. These Production and products and the consulting services help to sell the products to and through the marketing channels
We have learned over 20 years, that with these additional services there is an exponential impact on the desired outcomes and deliverables to our customers There is some flexibility to the number and nature of those listed but we created this generous list after listening and learning what are the outcomes that you most desire They can and will be prioritized in the context of our working together We know we will create amazing products but we want to ensure that we maximize the impact above and beyond your expectations
The following represents the three major phases in the consulting partnership The detailed descriptions and specific next step deliverables help to see the potential and progress we will make together. The specific nature of each of these deliverables will be managed dynamically and prioritized together. We did our best to both create and categorize them, but felt giving you more description and detail would help you understand how we hope to achieving the overall goals together.
DISCOVERY - PHASE 1
Over the next 10 months we will be engaged in the design phase, including multiple onsites with Brett Eastman and the LifeTogether team. To date, the following initiatives have been discussed and designed into out next step plans.
Design the breath, size and scope of the next step plans and vision from the founder Bruce Johnston, and the emerging JH Ranch leadership team
Design any and all published and unpublished resources created over the last 20 years to shape the thinking, inform the strategy and influence the vision for JH Ranch
Design the role of producing, publishing and programming core resources to help ensure quality control, scalable programs and certification programs that develop an exponentially transferable strategy.
Design a better understanding of the core resources, needed to build a strong, sustainable and scalable organization over time
Design how we will build the LBD digital library, including any past, present, or future resources that are developed
PHASE 2
0-6 MONTHS
Faith Based Advisors75,000
Kingdom Advisors -3600
Christian providers, including lawyers, accountants, tax planners, etc -100,000
Brett curated advisor list and personal rolodex - 40,000
Partner with stewardship and generosity organizations
Create a toolbox for advisors to serve families
PHASE 3
6-12 MONTHS
High net worth families - top 1% of society - 3M
Family Legacy content and curriculum for all advisors and providers to use with families.
Introduce family legacy coaching, curriculum, and courses.
Target all family members (Women, Men, Singles, Divorced, Widows, Next Gen, etc.)
Minister to and through families to families
Target families receiving the greatest wealth transfer in history
Family Office and family business legacy coaching.
Target Christian Business Ministries –CBMC, Convene, C12, New Canaan Society, CEO Forum, Halftime, FCCI, etc
PHASE 4
12-24 MONTHS
Launch ministries to and through high capacity families
Local church new programs, products and services for families.
Development offices and Donor networks
Christian nonprofit networks and Christian Ministries
Custom curriculum production and publishing
Networks of multigenerational families.
DISCOVER PHASE
1. Design multiple ways to repurpose, rebrand, and reshoot historical JH Ranch resources, books, and content.
2.Design initial ideas for branding, positioning, and marketing for JH Ranch (including logos, tags, curriculum covers, book designs, and more).
3.Design a variety of possible terminology, titles, descriptions, and roles needed to start and scale the vision anywhere, anytime with anyone around the world.
4.Design more and better ways to engage families in the Core Process outlined in the initial vision, mission and values documents
5.Design thoughts on building a fully secure and certificated training program and platform leveraging the best of technology and media to help train volunteer families, build content library, and certify partner organizations.
6.Design multiple revenue streams and possibilities to create a self sustaining business model in addition to the current list of funding models
Over the last few years we surveyed a handful of the families of wealth who we had worked with, and they are provided valuable feedback that informs some of the products and services we are now developing
WE SIMPLY ASKED, HOW HELPFUL WOULD THESE RESOURCES BE FOR YOU?
COACHING FOR GENERATION TWO AND BEYOND MULTIGENERATIONAL FAMILY PROGRAMS FAMILY BASED
DESIGN PHASE
There are a number of key objectives that are critical to achieve over the next year together The successful execution of these outcomes will ensure that the next phase, Deployment, starts as soon as possible These are highly integrated and overlapped phases but this is a good place to start
PERSONAL INTERVIEWS
AND SURVEYS: While we are encouraged about our “Core Process” that we discussed during the Discovery Phase, we’d like to explore additional “more and better” ways to enhance the impact on multigenerational families We will conduct a variety of interviews and surveys with some of our families to field test the ideas and get feedback on our models and methods moving forward. Including Tom’s leadership team, existing families and a network of trusted advisors, strategic partners, etc. where we are listening, learning before leading a network of trusted advisors, strategic partners etc.
DEEPER FAMILY ASSESSMENT
• • Engage with selected families to field test our core process, products, and offerings Complete an initial comprehensive assessment and ongoing evaluation
DELIVERABLE
Host dozens of personal interviews, surveys, and assessments with 25 families and 50 Advisors.
NEXT STEP FAMILY CONVERSATIONS
• • Create the business plan complete with goals, objectives, a master calendar and timeline Based on our findings, we will establish a simple survey to share with a representative sample of our future families
JH RANCH FAMILY ASSESSMENT: This new JH Ranch Family Assessment is an innovative breakthrough resource designed to help uncover a families unique purpose and passion together. This innovative tool is designed to uncover and nurture your family’s unique purpose and passion. It adapts to the unique dynamics of families, uniting couples, teenagers, parents, grandparents, and family business partners. By aligning purpose and passion, the assessment introduces skills and practices, fostering alignment that apply the LBD across multiple generations
DELIVERABLE
Create a fully custom JH Ranch assessment with programs, processes, and products that fully integrate with the JH Ranch strategy
DEVELOPMENT PHASE
PUBLISHING: Building a sustainable and eventually scalable enterprise will require the development of a series of transferable books, handbooks, training manuals, and curriculum to bring this vision to life In fact, one of the highest rated felt needs from the survey showed a need for a fully interactive member curriculum and training materials Over the next 4-6 months we intend to outline and create the “Core Resources” needed to ensure multigenerational family, health and well-being. These published resources, whether digital or physical, will help to train and develop a scalable number of advisors built on the backbone of a professionally certified follow up program. All this will help to turn the “flywheel” on to our core process, ensuring we have a transferable and scalable model for years to come
DELIVERABLE We will publish the JH Ranch trade book, companion curriculum series, and the first volume in the 3-5 part series
PRODUCTION: In this post-Covid era the need for “both/and” strategies to compliment live, in person, and one one one experiences is more important than ever We will be exploring more and better ways to leverage the power of media to deliver and distribute all forms of teaching, training and testimonies This model will also help to ensure that all live events will not just be a “transactional” event but a part of a “transformational” process for years to come We will embark on designing some of our LBD content (e.g.Netflix) but also begin the process of systematically aggregating and curating a library of interactive content designed to help families create a meaningful legacy. In addition, we will produce a half-dozen families on location in their natural environment, sharing their best practices and proven methods that help transform families
DELIVERABLE capture core content for the JH Ranch 3–5 part curriculum at the end of that we produce the first volume of the JH Ranch and Legacy And family Legacy series.
PRODUCTION & PUBLISHING STRATEGIES
Teacher: Inspirational principles and programs
Training: Helping leaders be leaders
Testimonies: Bringing your message to life
Tools: Interactive
Conversational Curriculum
Technology: Secure and scalable platform
Together: Designed by families for families
DEPLOYMENT PHASE
PRODUCT DESIGN: Similar to numerous other projects we have developed
over the years, we will be designing a fully customized “smart product design” or operating system that helps to reinforce and replicate the JH Ranch Core Process (flywheel), Core Resources, and Core Vision and Values. Every published product, resource, program, tool, will leverage this proven process to help to ensure families are truly growing exponentially in their impact around the world Over the next 4-6 months, we will begin the process of creating this template and will seek to integrate it with the Top 10 JH Ranch (new and existing) products to be produced in the future. We will design and deliver mutually determined resources, including selected examples below. The working list includes the beachhead JH Ranch and Family by Design trade books, companion video teaching series, JH Ranch Business book and curriculum
We will build out the design and outline of the entire line of products, including LBD Life, Family, and Business
BOOKS, COURSES, CURRICULUM
JH Ranch CONVERSATION SERIES
DEPLOYMENT DESIGN PHASE
PLATFORM DEVELOPMENT:
We will be developing a brand new website and public facing platform that will leverage the best of technology, master class, course, registration, Commerce, and resource sales there are several additional strategic technology partners that we will be exploring with a hopes of developing one of the most robust web platforms yet to be developed in this space. In addition, we will be building the most comprehensive and fully searchable digital library serving families of wealth with best practices, family, wisdom, multigenerational, family, testimonies, and interactive conversations from families and advisors. This won’t happen overnight, but overtime with the amount of content we will be both creating and curating in this unique family legacy coaching community The library will also include training and teaching from a group of hand picked service providers, organizations, ministries, and advisors all designed to serve our families with exclusive and relevant content for their whole family
PARTNERSHIPS: Along with doing a full review of the current partner organizations, networks, non profits, ministries, conferences, foundations, collaborators, donors, and professional advisors to families of wealth. We will be doing a full “partnership mapping process” based on the existing and emerging models moving forward. The need to expand and engage a growing network of partnerships will be more critical than ever before. (Possible Foundations, Grants)
Building, a digital library with cinematic quality content for both families and advisors – available anytime, anywhere families choose
Highly produced content, featuring A-list advisors and families That fits for families and the advisors and partner organizations that serve them
Scalable model that fits for individual members, families, concierge and partner organizations
Web-based access to all teaching, training and testimonies
DEPLOYMENT PHASE
Complete the JH Ranch strategic partner mapping process and engage the top 10 most strategic partners who will accelerate our master plan and we need to expand an engage of growing network of partnerships and organizations like never before
DELIVERABLE
Complete the LBD Strategic Partner Mapping Process and engage the top 10 most strategic partners who will accelerate our master plan
PRODUCE LEGACY AND FAMILY JH RANCH EXPERIENCES
continue on with the first step in the JH Ranch playbook will be to host a JH Ranch and family By Design experience that will help them engage both advisors and families in a conversational setting… Leverage the JH Ranch , family assessment, or the one two day experience with their JH Ranch , families and friends… And potential of building a JH Ranch and Legacy and Family By Design … Help populate the JH Ranch digital library.
DELIVERABLE
DELIVERABLE
Create a JH Ranch , experience, brochure and website, including detail, product pages for our premium service offering
Produce a half dozen live JH Ranch and family By Design experiences to populate our growing digital family library
PROGRAMMING: to launch a movement to families through “faith communities” including churches, synagogues, nonprofits, ministries, etc around the world will help strengthen our impact have significant influence ,but equipping and training a network of Christian advisors is the missing link Finding more and better ways to serve these communities with dynamic teaching, training and testimonies will help them reach their full purpose, passion, and potential for making a difference in the world. We will develop courses, curriculum, and content uniquely designed for these faith communities.
DELIVERABLE
Create the first version of the JH Ranch Ministry tool kit for faith communities
DEPLOYMENT PHASE
PLAYBOOK FOR BECOMING A JH RANCH CERTIFIED ADVISOR AND TRAINER
We are producing and publishing a series of mini handbook, resources and complete the train the trainer advisor playbook to help families and their advisors. Multiply their impact and their income. Beginning with the end in mind, advisors will be incentivized and motivated to coach and train families and other advisors overtime this will be a transferable, practical and easily applied strategy to wealth and financial advisors
PERSONNEL TRAINING AND DEVELOPMENT
DELIVERABLE
Recruit 10–15 certified trainers, and coaches to other advisors and providers
We are building a one of a kind adjunct, part-time and contract staffing model on our way to recruiting and developing the JH Ranch full-time staff, support team and sustainable leadership team. Using proven practices for mobilizing and mentoring networks of contract and Part-Time, staff, champions, coordinators, coaches, and Communicators to help turn the vision into reality.
PROFESSIONAL CERTIFICATION:
We will be designing and a possible online fully certified program called “JH Ranch University” and/or JH Ranch certification program designed to help recruit training, develop a growing network of high impact advisors and providers, ready to serve a growing network of families Building a scalable and sustainable program will require us not just being aspirational but intentional as we care for and develop JH Ranch families
DELIVERABLE
Build the JH Ranch Playbook 1 0
DELIVERABLE
we will install a process to train and develop 250 professional, advisors and providers a year
DEPLOYMENT PHASE
PROMOTION:
We will create a comprehensive communication and coaching program to engage an increasing audience of Christian advisors all across social and digital platforms. Production of regular targeted newsletters, social media stories, product releases, and promotional campaigns will help secure registration for a growing base of products, programs and services. We will be creating a few design templates, promoting curriculum, courses and coaching programs In addition, the development of a quarterly JH Ranch magazine, that ranked high in past surveys with families of wealth, and those who serve them
DELIVERABLE
Finalize the core outline and strategy for the JH Ranch certified advisor program
PRIMARY EVENTS: There are numerous possibilities for live, online, and recorded events, but the current research showed an interest in hosting workshops and webinars for a few specific topics and training programs.We will prepare several interactive online workshops on a variety of felt need advisor, topics and seminars. Additionally, when ready, we will host and stage smaller, forums and/or gatherings, specifically targeting advisor networks and regular Hubs for KingdomAdvisors and more.
DELIVERABLE Launch the first few online forums, seminars and regional workshops over this next year. create the marketing materials, digital assets, and multimedia needed to serve a growing network of advisors and families
PRODUCE BREAKTHROUGH FAMILY LEGACY RESOURCES
Position ourselves as the number one provider and organization leading the charge in the family legacy coaching movement. Stay in close proximity to the growing network of families and advisors in our own network Staying close to a growing network of financial Advisors and families of wealth will help significantly but also learning from leading authors, providers, and industry voices will keep us out in front of the learning curve
DELIVERABLE
Continue engaging with key family, legacy, influencers, authors, organizations, and thought leaders
We’ve been working with the existing and emerging board for the last six months creating the next phase vision for Family Meridian This helped us understand how we might turn this vision into reality While the mission and vision is fairly clear, the strategy for how to get there needs to be designed and developed further We are now seeking the funding for the “Design Phase” of this plan over the next 4-6 months to further unpack this strategy with our leadership team, the advisory council, and professional advisors to UNHW families What follows is an outline of the new vision for JH Ranch and brief description of the outcomes for all three phases of the plan We believe at the end of the Design Phase we will be ready to move into the final phase of relaunching the work of Family Meridian into Flourishing Families
PROBLEM
90% of wealthy families suffer a significant loss of financial capital in the third generation primarily because of losses of the relational, human, social and/or spiritual capital of the family Yet it is quite difficult for these families to find safe peer relationships, best practices, and inspiration needed to help each generation flourish in these non-financial forms of wealth which foster true and lasting abundance
PURPOSE
OUR MISSION: To guide families in cultivating trusting relationships, thoughtful governance, and compelling road maps to make consistent progress to flourishing relationally, spiritually, individually and in their impact on society
OUR VISION: Families of Wealth flourishing for many generations
EXPANDED VISION: To be a collaborative community of family leaders and their trusted advisors empowering families to flourish In the spiritual, relational, human, and social capitals and therefore financially in a way that transforms millions for many generations
PRIMARY TARGET
OF WEALTH FLOURISHING FOR MANY GENERATIONS
Multigenerational families with networth of over $25M who want to improve family relational health, shared family spirit and purpose, and the impact of the family and its businesses or investments on society, among other significant qualities
PRIMARY OUTCOME
Extended families that flourish for many generations are those who focus on intentionally developing and transferring to each successive generation the following four non-financial forms of family wealth: Relational, Spiritual, Human, and Social
OUR PROCESS
Our core process is primarily a four step systematic, developmental, and intentionally guided experience called, “Your Journey to a JH Ranch” This model is ready to be prototyped and piloted in a collaborative process with our alumni, advisory network, collective group, and a handful of families
Over the last 45 days we have been engaged in the discovery phase, including a two-day onsite with the Founder, New Chairman of the Board and a working group with Brett Eastman and his team
- $600K
In the Design Phase, there are thirteen key objectives that are critical to achieve The successful execution of these outcomes will ensure that the next phase, Deployment, is as smooth as possible
DISCOVER PHASE DELIVERABLES DEVELOP
This phase focuses on building, testing, and refining the tools and content designed in the previous stage It ensures everything is ready for a smooth and successful deployment
Finally, after the Discovery, Design, and Develop phases, we will be in the Deployment phase Having thoroughly researched, and carefully designed the process, it will then come down to expert execution
The design phase deliverables are broken down into those covered under the monthly retainer and variable expenses The variable expenses represent the publishing, production, platform, programming fees These expenses have a range between entry level and expanded features to be determined by the leadership team
THE FOLLOWING DELIVERABLES ARE INCLUDED IN THE MONTHLY RETAINER: PLANNING
Our team of experts will provide ongoing consulting and leadership that includes the research, networking, board engagement, ideation, strategic planning, innovation, operational management and creating shared IP
PERSONAL INTERVIEWS AND SURVEYS
Develop, implement, host personal interviews, surveys, and assessments with 50-75 families helping to surface best practices of Flourishing Families
PROGRAMMING
Create, socialize, and implement the FF Assessment as an essential part of our core process and digital strategy This will be integrated in digital, downloadable, and physical resources
PARTNERSHIPS
Complete the “JH Ranch Partner Mapping Process” and engage the top 10 most strategic partners who will accelerate our master plan, starting with Stanford University, Generous Giving, SEFOF, and others
PLAYERS
We will engage existing and emerging board members to refine our core process, resources and plans In addition, install a process to secure 250 professional advisors and introduce a “Proven Process” to build a volunteer network
PEER TO PEER MENTORING
Recruit Phase 1 (25) of the volunteer families and professional advisors to serve as guides, concierges, and champions and pilot the role out of our core process with our core resources
PROFESSIONAL CERTIFICATION
Build out the seven roles, responsibilities & requirements needed to be fully certified through FF University and pilot with 25 families
THE FOLLOWING DELIVERABLES ARE VARIABLE AND PRICING WILL BE DETERMINED BASED UPON SELECTION OVER THE COURSE OF THE CONTRACT
PUBLISHING
We will publish the JH Ranch trade book, companion curriculum series, and the first volume (either spiritual or relational) in the five part series
PRODUCTION
Produce the JH Ranch six part curriculum/course with all teaching, training, and testimonies In addition, we produce the first volume of the FF “Spiritual or Relational Capital” series
PRODUCT DESIGN
We will build out the design and outline of the entire FF line of products, including FF Life, Family, and Business We will include securing licensing rights to all Family Meridian products and resources
PLATFORM DEVELOPMENT
Design and build phase 1 of our new FF community content platform and the new JH Ranch Website This will include Curating, Collaborating and Creating our first wave of Original content for the Community Library
PROMOTION
Launch the first phase of our marketing materials, digital assets, and multimedia (testimonials, endorsements, etc) needed to launch our first phase of JH Ranch Additionally, launch the JH Ranch Newsletter
POSSIBILITIES
Launch the first two live FF Gatherings (forums), at least one FF Online Event, and set the stage the first JH Ranch National Summit
TIMELINE 1
PLANNING
Engage partners, players, and perspective families
Begin interviewing and assessing family needs and interest
Draft outline and first chapter of FF Book and Series
Plan first FF board and leadership team strategic planning retreat
Deep dive with existing board members
PROTOTYPING
Build out FF product line and phase 1 outlines
Build out the wireframe & strategy for the FF digital platform
Finish draft FF Book and curriculum
Complete preproduction for entire project
PRODUCTION
Produce FF Book, Curriculum, and Spiritual Wealth Series
Stage and shoot multiple productions for all content
Begin post production (editing, video, etc )
Create marketing assets for all core resources and programs
*
PUBLISHING
Secure the seed funding for the deployment phase 3 2 4 5 6
Complete all post production for the existing projects
Publish initial findings from our surveys, interviews, and core process
Publish version 1 0 FF book, 100 page curriculum, and Spiritual
Wealth Series
Publish marketing campaign to secure deployment phase funding
PILOT
Pilot FF Core Resources version 1 with Core Process
Launch and scale the Who Collective (public access)
Pilot Concierge Model working with families and their guides
Pilot two online and onsite forums
Pilot certification, membership offerings, and digital engagement
PROGRAMMING
Implement core process with certified guides with 25 new families
Public-facing platform for the guides to provide peer-to-peer mentoring
Provide published books, curriculum, and resources for the network
Engage strategic partners, collaborations, and institutions
PRODUCTIONTEAM
BRETT EASTMAN Director of Vision & Strategy
JEFF MILLER Senior Project Manager
SEAN FOY Director of Strategic Partrnerships
JOEL GABRIELSEN Media Director
TODD YATES Executive Video Producer
SHYAM PATEL Senior Writer
ALLEN WHITE Senior Project Manager
WILLIAN HELLMUTH Executive Producer
STEVE SHEPHERD Publishing Director
JOE FLORENTINE Marketing Director
DENISE JOHNSON Director of Finance
HANNAH LINDEMAN Graphic Designer
PARTNERSHIP AGREEMENT
The payment schedule will be determined after your preferences of products, packages and programs are decided. The details are described in the previous pages. And the payments will be scheduled through a third-party foundation.
Amount of Donation: $500,000 (first installment)
Date of Donation: June 26, 2024
Operating Project Name: Doing Better Together (JH Ranch)
Domestic WIRE Instructions (wires being sent from within the U.S.)
Beneficiary ABA: 121000248***
Beneficiary Bank: Wells Fargo Bank, NA San Francisco, California
Branch: 410 S. Cascade Avenue Colorado Springs, Colorado 80903
Beneficiary Name: The New Horizons Foundation Inc LT
Address: 731 Chapel Hills Dr. Colorado Springs, CO 80920
Beneficiary Account No: 2211739111
Special Information for
Beneficiary: Doing Better Together (JH Ranch)
ACH Instructions
Bank Name: Wells Fargo Bank, N.A.
Bank Routing Number: 102000076
Recipient Account Name: The New Horizons Foundation, Inc
Recipient Account Number: 2211739111
Account Type: Checking
Addendum: Doing Better Together (JH Ranch)
Please sign and scan this document and send to LifeTogether along with your payment You will be invoiced for any remaining balance as noted in the payment schedule.
Brett Eastman, President of LifeTogether
Representative Name and Title
Name and Email address of person(s) to receive invoices
JH Ranch for Advisors: trade book, published curriculum, and online course
JH Ranch Advisor Certification and Programming
Family By Design for Families: trade book, published curriculum, and online course
JH Ranch and Family By Design Creative Family Productions (one day and two day experiences)
JH Ranch promotional marketing package, social media campaign, monthly newsletter, list acquisition, etc.
JH Ranch 6-9 follow up curriculum and courses design to resource families and advisors
JH Ranch semi custom curriculum editions for ministries and non profits
These are a sample of the major products and offerings we will be developing overtime
CORE BOOKS, CURRICULUM, COURSES, AND CLASSES
JH RANCH CONVERSATION SERIES
LEGACY by DESIGN
J H R A N C H B O O K
JH Ranch book is based on the combined outline from the current course and the new teaching, training and testimonies captured ng the upcoming live productions. The full integration, alignment synergy between these multiple sources will provide all that is ded to publish and produce a major trade book.
J H R A N C H B O O K
In addition, the Family by Design trade book will follow the same process and development. The additional assets from each of the individual productions will be aggregated and curated to include on the best of the best stories, strategies and secrets that you have developed over the years in serving these unique families.
The two books together will serve as a dynamic system that will resource both the families and the advisors. Similar to what was developed with the Purpose-Driven church, and the Purpose-Driven life each targeting very unique, distinct and specific target audiences. When both the books and the curriculum are completed, it will provide a powerful combination that will multiply the impact far beyond what you could have thought or imagined.
B O O K F E A T U R E S
Professionally published book
200–250 pages in length
Fully integrated with curriculum and courses
Centerpiece of certification program
Custom covered design and Back jacket
Renewed branding for organization
Serves as company business card
Integrated QR code strategy
Appendix features for families and advisers
BRUCEJOHNSTON
BRUCEJOHNSTON FOUNDER HRANCH
BRUCEJOHNSTON FOUNDER JHRANCH
LEGACY by DESIGN
The JH Ranch main course and curriculum is a six week overview of the principles and practices needed to help a Christian financial advisor lead their families by design and not by default. Once they complete the main JH Ranch course, they could study any one of the follow up series in any order they choose. In addition, if they complete the JH Ranch 6–9 volume courses they could receive a Family Legacy Coaching certification similar to the Kingdom Advisor certification.
BRUCEJOHNSTON FOUNDER JHRANCH
BRUCEJOHNSTON FOUNDER JHRANCH
BRUCEJOHNSTON FOUNDER JHRANCH BRUCEJOHNSTON FOUNDER JHRANCH
A family JH Ranch is intentionally crafted and passed down through generations, creating a tapestry of love, values, and traditions. Each family member contributes to this legacy, strengthening it through shared experiences and celebrations. It serves as a source of inspiration, unity, and resilience, evolving over time to reflect changing dynamics and aspirations while reminding family members of their roots and the importance of connection.
BRUCEJOHNSTON
PUBLISHING & PRODUCTION SERVICES
TownHallCurriculumProduction and Publishing Deliverables
Town Hall teaching is by far our most popular and most effective breakthroughs in producing and publishing curriculum for any author, speaker, pastor or church leader.
TOWN HALL PRODUCTION FORMATS:
Town Hall Style - multiple teachers with 20-40 in audience
VIDEO CURRICULUM
Full service 6 sessions video production
20-40 person Town Hall setting with audience
Conversational Q&A and/or short testimonies from the audience
Host intro leading into the teaching session
Can include single speaker, pair or a small panel of speakers
Script writing support by our team for all of your teaching sessions
Customized host training for each session taught by your team
Welcome video segment from speakers and panel
Main Series trailer to promote the series
Marketing Promotional videos to specialty groups…..advisors, churches, families, and clients
Onsite direction for all speakers before, during and after the shoot
Includes director, producer, camera operators, teleprompter, and audio personnel
Second Break out studio for capturing a dozen deeper testimonies
One full day live studio production
PRINT CURRICULUM
Full-color magazine style print curriculum 125-150 pages
Custom writing by our team in one of our proven study guide templates
20-page Appendix features for leaders and groups
Inspirational photography fully integrated into a custom design layout
Custom Foreword and Endorsements Page
Speakers/authors Welcome page
Custom cover design with branding and custom logo
Resale ready curriculum including ISBN number and barcode
DOCUMENTS
Rights to all intellectual property and assets
Digital and print ready physical edition of the curriculum provided
On-site photography included in the package
OUR SERVICES
Town Hall Production and Publishing Services
No matter your group size, LifeTogether is equipped to produce your next masterclass and curriculum series, infusing it with the lively, interactive atmosphere reminiscent of a Small Town Hall Gathering Our innovative approach extends to various settings, whether it be the warmth of a large home or the cozy ambiance of an intimate Café Style production Understanding the crucial role of audience energy and engagement for pastors, authors, and public speakers, we have crafted breakthrough formats to enhance the conversational experience for all
Over time, this format has emerged as our most popular, offering an engaging experience for viewers in diverse settings, from living rooms and classrooms to small groups or even individuals watching on their laptops or iPhones in a coffee shop. This distinctive approach not only brings out the best from the speakers but also activates life-changing conversations among attendees. It serves as an exemplary model for the kind of interaction small group members can expect after watching the session together. We like to say, “it takes the inspiration from the speakers, into conversation with their leaders, in order to maximize the application of every attender ” Rest assured, it is guaranteed to elicit the most heartfelt sharing and hilarious interaction, creating an experience your small groups have never seen before and are sure to love!
FAMILY LEGACY VALUES
Clarity Alignment
Communication
Wisdom
Impact Transformation
FAMILY LEGACY STRATEGY
Personal
Financial
Family
Business
Charitable
Review Strategy and Monitor
FAMILY LIFE GOAL SETTING
Family Finances
Social (Philanthropy)
Vocational
Physical
Spiritual
FAMILY CLARITY
Five areas of coaching
Personal Family
Financial Business
Charitable
ENGAGING THE NEXT GENERATION
Family Budget
Career
Vocation
Purpose
Wellness/Well-being
FAMILY LIFE PLANNING
Goals and Gaps
Inheritance
Liquidity
Family Meetings
Generosity
Charity
FAMILY LEGACY DOCUMENTS
Family assets
Balance sheet
Assets under management
Legal Documents
Tax Planning
Insurance
Cashflow
Document analysis and review
FAMILY MISSION VISION AND VALUES
Overview Mission Vision Values Strategy Next Steps
FAMILY LEGACY MEETINGS
Food is always good
Foster Relationships Fun ways to play
Family gathering
Finances
Finishing well
Advisor Calling Campaign – target, Kingdom Advisors, CKA’s and Christian advisors
Advisor Social Media Campaign- major social media platforms, custom product trailers, master schedule, aligned w/ calls and emails
Advisor Email Marketing Campaign – media driven, splash pages, targeted testimonies, case studies, register for next steps etc
Advisor Monthly Newsletter – letter from Tom, review products, promotion offerings, feature articles, content rich, etc.
Advisor Customer Database go far and wide to secure more and better advisor, provider and family contacts.
Advisor Distribution and Delivery - The age old build, borrow or buy We have to do all three but we need to “borrow” the best partner networks for shared distribution and delivery This could be a game changer if got Kingdom Advisors, NCF, signatry, generous giving, Waterstone, etc to endorse our services
We will repeat the above process with family by design. When we finish the JH Ranch advisor campaign
PLATFORM
BEAUTIFUL DESIGN & INNOVATIVE FEATURES
Professionally designed state of the art website
Built for Master Class registration and downloads
Complete w Comerse Engine designed to promote and sell all products and services
Visually spectacular for unique target market
Membership family and advisor privacy and login password
Access to all courses, curriculum and classes
New company branding and logo
Certified Advisor Resources and training
Comprehensive JH Ranch and Family By Design
Bring your story, strategy and secret sauce to a proven network of advisors and the families they serve
Help you model, mentor, manage and multiply your one God-given life, Leadership and Legacy
Help you catalyze, coach, communicate, and consult on how to launch a ministry to and through families of wealth.
Champion your voice to the primary target audience of financial advisors and families of wealth
Turn your ministry into a movement by championing your heart and hope for families and those that serve them
We will help you produce, publish, promote, plan and provide the team leadership to turn this vision into a reality
Provide the proven systems, strategies and solutions needed to build a successful and scalable Business
PLANNING
Engage a handful of partners, players, and perspective families.
Begin interviewing and assessing family needs and interest.
Draft both book outlines and curriculum series
Plan first LBD board and leadership team strategic planning retreat.
Deep dive exploring existing network of providers and course graduates.
Secure initial funding for two year project
PROTOTYPING
Build out LBD product line and phase 1 0 curriculum and course outline.
Build out the wireframe and strategy for the LBD website and digital platform
Finish draft LBD book and curriculum
Complete preproduction planning for first phase.
Complete first chapter of the book
Securing financial funding for two year project.
1 5 2 6 3
4
PUBLISHING
Complete all post production for the existing projects.
Publish initial findings from our surveys, interviews, and core process.
Publish version 1 0 of the JH Ranch book
JH Ranch book full color six part curriculum 1.0 complete.
Publish marketing campaign for the deployment phase funding.
PILOT
Pilot Core Resources version 1.0 with core process and programming
Launch and scale the LBD advisor live classes.
Pilot coaching model working with families and their certified advisors.
Pilot two online and onsite forums for certification programs
Program membership offerings and digital engagement
Pilot church advisor market.
Recruit a team of senior advisors to coach advisors
Produce JH Ranch Book, Curriculum and online course
Stage and shoot multiple productions for all content.
Begin post production (editing, video, etc.)
Create marketing assets for all core resources and programs
Pilot JH Ranch onsite 1-2 Day
Target Kingdom Advisor Network for promotion and endorsement.
PRODUCTION PROGRAMMING
Implement core process with certified guides with 25 new families
Public facing platform for marketing, promotion, and distribution.
Provide professionally published books, curriculum, and resources for the network.
Engage strategic partners, collaborations, and institutions.
Begin to stage and scale new advisor programs and products.
PROFITABILITY 3
The list below are the possible scenarios and the probable projections given proper funding, marketing and execution. We can adjust projections and programs as needed.
ONLINE COURSES
CUSTOM AND SEMICUSTOM (LIFE TOGETHER AND JH RANCH)
LBD AND FBD REVENUE
AND FBD COMPLETE PACKAGE COST
Profitability for LBD and FBD is based on Raising up to 1.75 million for the complete package in the first two years. The simple plan is being able to raise $1 million for the first year and 750,000 for the second year. (Which is the total for the Complete package. The installments would ideally be in increments of $500,000 for the first six months, and additional $500,000 for the second six months and the final amount of 750,000 over the course of the second year. Successfully implementing this plan will earn an additional $531,000 to be available for the JH Ranch operating budget. And 2–4 Million every year after.
The ability to sell courses, classes, conferences, campaigns and curriculum is going to be very exciting very soon. The following is the “JH Ranch” Package of the best products and services to secure the seed starter and scaling funding from a few of your customers
JH RANCH & FAMILY BY DESIGN COMPLETE CERTIFICATION PACKAGE
JH Ranch and Family By Design main series - 275K
JH Ranch, volume 1–6 - 600K
Family By Design, volume 1–6 - 550K
LifeTogether partnership (24 months) - 240K
Promotion and platform (24 months) - 250K
JH Ranch and Family By Design books - 60K
Total: $1.975M retail and ($1.750M discounted)
TERMS & CONDITIONS
The following applies unless otherwise addressed in writing at the time of this agreement.
RIGHTS&INTELLECTUALPROPERTY:
Bruce Johnston and Brett Eastman will retain full ownership of their unique intellectual property brought to this project and partnership And yet together, we will create a growing dynamic library of shared intellectual property that we will mutually seek to multiply the impact into the lives of families and their trusted advisors into as many marketing channels, strategic partnerships, distribution sources and custom applications as possible
SPEAKER,STORIES,ANDPARTICIPANTRELEASES:
Lifetogether is responsible for obtaining releases from all participants involved in this project, especially those providing personal stories or participating on the day of production This responsibility extends to any additional video or story incorporated into the study guide or video series
PUBLISHINGPARTNERSHIP:
Under this agreement, Lifetogether will formally produce and publish all specified items. In good faith, Lifetogether and related ministries will represent the authors and their publisher in facilitating the resale of these resources shared.
SHAREDDISTRIBUTIONAGREEMENT:
Lifetogether will serve as the non-exclusive distributor for all digital, electronic, and downloadable editions of the resources. Ongoing promotion will be directed toward advisors and families, through Lifetogether’s online commerce site, catalog sales, mailings, and conferences. Lifetogether will handle packaging and delivery of campaign resources, if included, through warehousing, printing partnerships, and on- demand services.
EQUITYPARTNERS:
Bruce Johnston holds sole ownership of the JH Ranch enterprise including the company, determined intellectual property and resources outlined in this agreement Any future potenital equity partnership will be evaluated at a later time
FINALAPPROVALS:
Bruce Johnston, (The client) has sole responsibility for granting final approval for both video and print files This encompasses grammatical corrections, proofreading errors, spelling errors, undocumented changes, photographs, and related items Final video masters, including spelling errors, testimony edits, session lengths, and video edits, also fall under the client’s purview If a product has already gone to press, the client is responsible for any reprinting expenses
TERMINATIONAGREEMENT:
Either party has the right to terminate the Contract under material breach, change in circumstances, moral failure, insolvency, and mutual agreement To terminate the Contract, the terminating party must provide 90 days of written notice to the other party They must also attempt negotiation and, if unsuccessful, mediation and arbitration before deciding to terminate the Contract After Contract termination, the parties must settle outstanding damages or fees, return assets and documents, and continue to acknowledge the Contract’s non-compete and intellectual property rights clauses
TRAVELEXPENSES:
Travel expenses will be a part of the existing and determined budget
NONPROFITPARTNERSHIP:
Doing Better Together and/or Kingdom Impact Network with New Horizons 501(c) (3) non profit will serve as the designated organization responsible for facilitating the distribution of funds to LifeTogether outlined in this agreement
REVENUESHARING:
Any revenue produced for the JH Ranch in person advisor workshops and Coaching Services agreements will be exclusively Bruce Johnston Additionally, revenue produced from any events online or virtual courses, classes and certification revenue will be shared evenly with Bruce Johnston ADDITIONALFUNDRAISING:
Additional funding secured after the time of this agreement will be managed under the same terms and conditions outlined in this document
CO-AUTHORSHIP:
The books and curriculum will be co-authored with Bruce Johnston and Brett Eastman but Bruce Johnston will own the formal copyright.
MONTHLY BUDGET AND PROJECT REPORTING:
On the first of each month Lifetogether will report on the monthly progress and plans related to the overall project performance.
SEMI CUSTOM EDITIONS:
Any semi-custom editions of the JH Ranch or the Family JH Ranch resources will be produced and published by Lifetogether Revenue produced as a result of these custom editions from any live workshops and coaching services will be Bruce Johnston’s and revenue created from certification and digital distribution will be shared evenly with both parties Physical Resource Sales are shared after cost of goods (printing, inventorying, mailing, etc) less actual retail costs
Brett Eastman
PRESIDENT & FOUNDER, LIFETOGETHER
Brett Eastman’s journey has spanned diverse realms, commencing in Silicon Valley before embracing a calling to ministry Holding pivotal roles at Saddleback Church, he led in small groups, assimilation, and leadership development, contributing to the iconic 40 Days of Purpose Campaigns Collaborating with Rick Warren, these campaigns propelled countless churches worldwide using the bestselling Purpose Driven Life book
Later, Brett authored the Purpose Driven Small Group Series titled “Doing Life Together,” published by Zondervan In 2006, he founded LifeTogether, a ministry dedicated to advancing the global small group movement With numerous accolades, LifeTogether crafts resources for top Christian publishers, faith-based nonprofits, and denominations
United through Kingdom Impact Network (KIN), Brett and Kyle Circle share a mission of catalyzing the fulfillment of the Great Commission among multigenerational families Brett’s academic achievements include a B A in Marketing from San Diego State University, a Masters of Divinity from Talbot School of Theology at Biola University, and completion of a Business Management Program from Kellogg School of Management at Northwestern University
Married for 40 years to his high school sweetheart, Dee, Brett has resided mainly in California, with a Chicago stint at Willow Creek Community Church Their family includes five children: Joshua (33), Breanna (32), and triplets Melody, Meagan, and Michelle (30)