Toolbox
Practical worksheets & assets
Board Governance: Strategic Skills Matrix (Sample Template)
This skills matrix template is part of our “Boards: Preparation, Process & Meetings” series.
Duty Checklists for Boards
These checklists support the legal requirements applicable to fiduciary Directors under Delaware law. Many states have similar fiduciary requirements for Directors.
Board Meeting Agenda (Sample)
This example of a high-value board meeting agenda is part of our “Boards: Preparation, Process & Meetings” series.
Job Descriptions & Professional Development: Putting Expectations in Writing
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.
Job Task Analysis
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.
Career Planning
The Career Planning Tool helps to identify strengths, developmental needs, and career aspirations to help build a growth approach to employee development.
Individual Development Plan
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.
Onboarding Plan For a Family Member Joining The Business
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.
Map Your Family’s Cohesion
This Model of Cohesion grid will help you map and improve alignment and communication in your family.
Infographic: Igniting Change in Your Family Enterprise
Become a catalyst for change. Change is often sparked by individuals willing to engage constructively. Then, turn reflection into action.
Mentor Self-Assessment & Mentee Assessment
Regular assessments provide feedback to program administrators, as well as to the participants. Responses can signal if the program needs to be modified or if a change in mentor is needed.
Network Mapping
In a family business, the number of potential mentors can be limited. Using the network approach to finding mentors in family business expands the pool of potential mentors.
AFBG: A non-profit organization
Our resources and knowledge foster learning and growth in business-owning families and their advisors. We convene communities and deliver broad access to education, skills, and tools through online and in-person workshops, peer forums, and other formats, making our content readily available.