Author: Shelley Taylor

  • RACI Framework

    The RACI model is a framework that can be used to outline roles and responsibilities throughout the company and for specific projects.

  • Code of Conduct: An Integral Part of a Family Business Toolkit

    There are many aspects of transitioning a family business from one generation to the next: choosing a successor, establishing a timeline, preparing the next leader, transferring responsibilities and “passing the baton” in a thoughtful, purposeful manner.

  • Best Practices for Families in Business (2 of 3)

    Do you have clear roles and job descriptions for everyone working in the business? Is every employee given feedback on a regular, structured basis so he or she knows what he or she does well and where he or she can stand improvement?

  • Best Practices for Families in Business (1 of 3)

    In this first installment, we will focus on five of the best practices: having a shared vision, embracing shared values, engaging in productive dialogue, understanding the roles and responsibilities of owners, and building trust.

  • The Gift of Time

    Although we are now living in a very stressed and uncertain climate, most of us have been given the gift of time. Those of us who are working from home are pretty much not leaving the house.

  • Mentoring in Family Business: Key Areas of Need

    The foundation to a successful plan in family business transitions is having a shared vision of where you want to go. Once we have this, we can begin to map out an “array of paths to our desired point”.