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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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Where Is Each Member of Their Family in the Life Cycle?
Where Is Each Member of Their Family in the Life Cycle?
What do you think is going through the minds of our main characters?
Start activity
What do you think is going through the minds of our main characters?
17-22
22-28
28-33
33-40
40-45
45-50
50-55
55-60
60-65
65-80
Eric
Jane
Robert
Robert is 65. What's on his mind?
Mentoring / Giving back
Accept own limitations
Delegate authority
Become oneself
Grow old while remaining young
Engaging in a relationship
Create a legacy
Explore opportunities
Articulate new goals
Envision one’s dream
Jane is 58. What's on her mind?
Mentoring / Giving back
Accept own limitations
Delegate authority
Become oneself
Grow old while remaining young
Engaging in a relationship
Create a legacy
Explore opportunities
Articulate new goals
Envision one’s dream
Eric is 34. What's on his mind?
Mentoring / Giving back
Accept own limitations
Delegate authority
Become oneself
Grow old while remaining young
Engaging in a relationship
Create a legacy
Explore opportunities
Articulate new goals
Envision one’s dream
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Where Is Each Member of Their Family in the Life Cycle?
What do you think is going through the minds of our main characters?
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