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Compass for Entrepreneurial Families
Compass for Entrepreneurial Families
Unit 1: Balancing Family and Business
Unit 1: Balancing Family and Business
Unit Index
Sarah – Present Day
About the 3 Circle Model
About Genograms
Build Your Family Genogram
Evolution of a Genogram After 5 Years
Sarah - 5 Years Later
Genogram Evolution - 5 Years Later
About the 7 Territories
Evolution of a Genogram After 10 Years
Sarah - 10 Years Later
Genogram Evolution - 10 Years Later
Overemphasis on the Family
Overemphasis on the Business
A Dynamic model
Peer & Expert Perspectives
Self-Assessment
Key Takeaways from Unit 1
Unit 2: Understanding Life Cycles
Unit 2: Understanding Life Cycles
Unit Index
Different Life Cycles
Family Circle Life Cycles
Individual Life Cycle
Family Life Cycle Activity
Changing Roles
Navigating All Life Cycles
Priority Board Activity
Sharing Power & Authority
The 10 Year Shift
Peer & Expert Perspectives
Generational Timeline Activity
Self-Assessment
Key Takeaways from Unit 2
Unit 3: Navigating Ownership
Unit 3: Navigating Ownership
Unit Index
Stages of Family Business Ownership
A Single Owner
Understanding Entrepreneurial Ownership
Multiple Owners
Understanding Managerial Ownership
Peer & Expert Perspectives
Multi-Generational Ownership
Understanding Professionalized Ownership
‘You Make the Call’ Activity
Self-Assessment
Key Takeaways from Unit 3
Unit 4: Decision-Making Processes
Unit 4: Decision-Making Processes
Unit Index
Tension in the Family
Decision-Making Survey (Family)
Survey Results (Family)
Topography for Family Meetings
Inclusive Decision-Making Structures
Fair Process & The Virtues of Fair Process
The Virtues of Fair Process
Decision-Making Survey (Business)
Survey Results (Business)
Designing the Right Structure for Your Family Business
Governance Structures and Agreements
Decision-Making: Family & Business
Peer & Expert Perspectives
Structure Priorities
Key Takeaways from Unit 4
Unit 5: Planning Ahead
Unit 5: Planning Ahead
Unit Index
Family Planning & Envisioning Process
Discussing & Planning the Future
Values + Principles - Business Philosophy
Values and Behaviors
Shaking Things Up?
Dreams - Strategic Thinking
Peer & Expert Perspectives
Time for a Family Meeting
A Common Family Vision
Articulate a common vision
Family Vision + Direction Plans - Strategic Plan
Key Takeaways from Unit 5
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10 years later, how has the family, business and ownership been impacted?
10 years later, how has the family, business and ownership been impacted?
Think about who may retire and who might leave the organization in future
What is the owner/manager’s age now and what will he/she be doing 10 years down the road?
How will the successor’s role change in 10 years?
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Genogram in 10 Years
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