Shared Vision Exercise
Creating the statement of a shared vision is an exercise in thorough, open communication, exploration of assumptions, research and co-creation.
Mapping Knowledge & Information Flow
This spreadsheet helps family businesses to visualize how information flows from one group to the others.
Webinar: Vision & Values
We discuss how vision and values in your family and in your business contribute to the enterprise’s direction and strategy.
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.
Decision-Making Matrix for Family Leadership Teams
This spreadsheet tool provides clarity about who might have the ultimate say, and which decisions are collaborative among two or more individuals.
Wisdom’s Roadmap to Results
This infographic illustrates the process of incorporating wisdom to consider all perspectives.
Values & Vision in a Time of War
These days, two distinct visions around a set of values are clashing in Eastern Europe. Like every crisis, that puts so many things up in the air. We’ve barely caught our breath from COVID-19 and now this!
The Thickness of Blood in Family Business (1 of 3)
Part 1: “Everyone gets it but the CEO.” In family business we often stand at crossroads. In these moments we seek guidance which, broadly speaking, comes from realms of the spiritual and of the empirical. Here, we focus on the spiritual.
The Thickness of Blood in Family Business (2 of 3)
Part 2: “Doing business at the wedding.” In family business we often stand at crossroads. We ask, “Who will be our new CEO?” Or, “How shall we grow our business?”
