HOLISTIC CHATEAU ASSESSMENT Applicable to all types of heritage houses & property The Holistic Chateau Assessment aims create an optimal coherence between the owner(s) and their heritage property. It involves a holistic understanding of the owner’s goals, challenges and vision for the estate - beyond just financial and technical, leading to more conscious stewardship and owner well-being.
The heritage coach resides on-site or visits for several days. During this time, they engage in processes and reflective conversations, helping owners to identify opportunities and address underlying complexities and challenges. This process results in an optimal evaluation, strategy and customised action plan, covering both the needs of the property and its owner. There is a growing need for a more integrative, holistic approach to private heritage management; one that places owner-empowerment and qualitative owner-experience at the very heart of it. What should I expect from an assessment? 1. Initial Consultations (on-line/ in person) Objective: Understand the owner’s goals, challenges and vision for the property. Activity: An overview conversation to explore the estate’s history, current challenges and concerns - as well as the owner's vision for the future or succession. After the initial meeting, further followup sessions may be required before heritage coach visits site. 2. On-Site Immersion & Assessment Objective: The heritage coach resides at the chateau for some days, to experience the daily rhythms, meet its community, observe challenges firsthand, and assess both the property, the owner’s life within it and engage in meaningful, reflective discussions with the owner. Activities:
3. Comprehensive Evaluation Objective: An overall assessment, evaluation, problem identification and feedback. Activities:
4. Co-Creation of a Plan Objective: Create a solution-focused, customised action plan that addresses both the property’s needs and the owner's personal journey. Activities:
5. Implementation & Support Objective: Provide ongoing coaching, know-how, guidance to help implement desired changes. Activities:
6. Final Progress Review & Reflection Objective: Review progress on both estate improvements and the owner’s personal journey. Activities:
7. Ongoing Support (Optional) Objective: Provide long-term or periodic guidance and troubleshooting. Activities:
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To be true to tradition,
you need to be true to its flame, not its ashes.
-Jean Jaurès (1859-1914)
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