Where Do We Start?
Mar 16, 2010
One of the most frequently asked questions I receive following a succession planning presentation is:
“Where do we start the process?”
How about beginning with the action steps outlined below?
- Schedule a Family Meeting.
- Distribute Conversation Starters to all family members and ask each of them to be prepared to discuss their interest.
- Use the Goals Clarification Worksheet to define the succession planning objectives for the family.
- In the meeting, distribute and have each attendee complete the Succession Planning Self-Assessment.
Conclude the meeting by making a Commitment Agreement and scheduling a follow-up -- either another family meeting or a facilitated consultation with a succession planning professional.
Roll Up Your Sleeves:
Don't miss the March 25, 2010 episode of Leave a Legacy TV