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Toolbox

Practical worksheets & assets

    • Mentorship

    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.
    • Mentorship

    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.
    • Mentorship

    Seven Keys to Successful Mentoring – Assessment

    Mentoring programs in family businesses contribute to the support and advancement of cross-generational learning and knowledge succession.
    • Best Practices

    Technology Readiness Cycle for Family Business

    This exercise helps families to create guiding principles for intentionality with technology.
    • Values & Vision

    Company Strategic Pillars

    This toolkit is designed to achieve alignment between the family’s vision and values and company strategy and execution.
    • Relationships

    Family Meetings: Getting Started

    Family meetings provide a structured environment for learning and for conversation. Guidelines and topics will evolve based on circumstances and needs.
    • Values & Vision

    Exercise #1: Identifying Types of Love in Your Family Business

    As part of the “Identifying Love in our Family Business” series, this is the first practical tool to get you started.
    • Values & Vision

    Exercise #2: Locating & Valuing Love in Your Family Business

    The second practical exercise in our “Identifying Love in our Family Business” series goes a step deeper.
    • Values & Vision

    Exercise #3: Self-Check

    This final exercise puts into writing a process that one can go through when in a difficult situation with others. It asks the question, “Where’s the love here?”
    • Values & Vision

    Statement of Purpose

    Your Personal Statement of Purpose will act as a compass when you need to make important decisions. You can ask yourself: “If I have decided the purpose of my life, what is the decision that I must make to fulfill that purpose?”
    • Values & Vision

    Values Unfolding Exercise

    The “Values Unfolding Instrument” will guide you in thinking about the values that are most important to you.
    • Values & Vision

    Goal Setting Exercise

    Thinking about your goals in the context of three different time horizons provides a powerful look into what you most want to accomplish.

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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.

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