Build an Enterprise Family Workshop
This workshop is valuable for family leaders, board members and family office executives who are involved in strategic planning for the enterprise and the engagement of the family.
We encourage groups of family members to attend together, so they share the learning, brainstorm new ideas and prioritize strategies for the future.
Workshop Content
The Family Journey
Where we’ve been and where we are today- Map family history
- Assess current culture and behaviors
- Identify core values and responsible ownership
- Align family interests
- Assess readiness for change
- Build a learning culture
- Identify trusted decision making process
- Design leadership selection policies
- Offer opportunities for participation/ engagement
The Enterprise Journey
Where we’ve been and where we are today
- Review benefits of current enterprise
- Assess identity and impact
- Investigate opportunities and risks
Where we want to go
- Develop future scenarios
- Articulate a shared vision
- Identify leadership skills and a succession process
- Design efficient governance framework
- Develop process to assess and mitigate risks
- Develop a written enterprise charter to document goals and agreements
The Personal Journey
- Map personal journey to identify personal goals
- Inventory personal skills and interests
- Consider skills needed for future enterprise leaders
- Identify desired personal role(s) and engagement levels
- Create opportunities to demonstrate leadership skills
“It’s clear to me that there is so much risk for families who don’t invest in the Family Journey and so much to be gained by investment in it.”
– Family Enterprise Board Director
Co-Sponsored by:
