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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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Decision-Making in the Family vs in the Business
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Questionnaire Results
Step by Step
Process
Checking of
Assumptions
True Closure
Active Listening
Objectively Debate
Active and Assertive
Facilitation
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3
3
STRUCTURES
BUSINESS
FAMILY
RELATIONSHIPS
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