Toolbox
Practical worksheets & assets

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.
Seven Keys to Successful Mentoring – Assessment
Mentoring programs in family businesses contribute to the support and advancement of cross-generational learning and knowledge succession.
Technology Readiness Cycle for Family Business
This exercise helps families to create guiding principles for intentionality with technology.
Company Strategic Pillars
This toolkit is designed to achieve alignment between the family’s vision and values and company strategy and execution.
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.
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.
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.
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?”
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 Unfolding Exercise
The “Values Unfolding Instrument” will guide you in thinking about the values that are most important to you.
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.
