Moving Through the Implementation Stage
Successful family businesses need to have a strong family unit in addition to a strong business. Level Three continues the study of the Positive Conflict Model by focusing on the structures that are so crucial to the interaction and collaboration between the business entity and the family entity; structures that address the areas of Family Relationships and Dynamics, and Conflict Management. This workshop includes an in-depth look at the importance of governance and transitioning values in building business continuity.
Day Three ~ Learning Objectives:
- Understand the importance of governance to a successful transition.
- Recognize the impact of strong governance in each area of a family business.
- Understand how to structure a Family Charter and a Family Participation Plan.
- Gain confidence in teaching families how to communicate, make decisions and manage conflict.
Day Three ~ Learning Outcomes:
- Knowledge of the components of a Family Charter and the ability to help clients develop one.
- Knowledge of the components of a Family Participation Plan and the ability to help clients develop one.
- How to structure a Family Council and the ability to help clients develop one.
- How to structure an ownership and/or management advisory board and the ability to help clients develop one.
- Ideas on how to transition family values and traditions.
Prerequisite: Level Two
Back to agenda
Level One ~ Moving clients across the Line of Confidence
Level Two ~ Moving through the Initiation Stage
Level Four ~ Position yourself for Success
