Boards: Preparation, Process & Meetings
This webinar explores what makes boards effective and how they can create lasting value for both the business and the family.
Accountability, ethics, and moral responsibility impact decision-making processes and foster a culture of transparency and integrity.

This webinar explores what makes boards effective and how they can create lasting value for both the business and the family.

There are many expectations that go along with a role, whether one is preparing for a new role, or developing in their current role. This “expectations” tool can be used multiple times for different expectations in the same role. Expectations are filled out collaboratively with the employee and the mentor or appropriate leader within the organization.

Learn how to successfully implement new frameworks while recognizing the unique influence of family relationships, expectations and dynamics.

Job Task Analysis helps family and non-family leaders define role purpose, responsibilities, decision rights, set performance measures, and establish work rhythms, helping to build clarity and cohesion across the organization.

The Career Planning Tool helps to identify strengths, developmental needs, and career aspirations to help build a growth approach to employee development.

Employees and supervisors can use this model to define goals, identify on-the-job actions and training, set timelines, and establish clear measures of success.

This framework is an orientation and onboarding example for a family member joining the family enterprise. Both the new hire and the senior leader have important tasks and expectations. Regular meetings are an integral component of the plan.
Outlining and implementing career pathways and development programs for rising-generation family members can help move your family business toward a more structured and sustainable business model.

One of the opportunities that families in business have, that most other families do not have is a range of roles in which one can participate.
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