Discovery: Your First Step Toward Bold Action & Lasting Change
The first step is to engage with us in a rigorous discovery exercise; an intensive process of interviews, assessments and consultative meetings designed to safely uncover the relevant facts and hidden truths you’ll need to consider in setting the tone and direction for your leadership succession journey.
Discovery Process Objectives
Introduce clients to the challenges and benefits of managing family matters and family business matters simultaneously.
Uncover individual and collective attitudes and opinions about existing and future conflicts and opportunities.
Assess the leaderships’ readiness to actively engage in the matters of leadership succession.
Establish a mutually trusting advisor / client relationship.
Build the foundation for a family business culture based upon transparency, common purpose and the ability to adapt and change.
Introduce stakeholders to the advantages of instilling the qualities of leader vitality across their organization.
Deliver commendations and recommendations for moving the leadership succession process forward into the development phase.
Discovery Process Rewards
Increased levels of trust and understanding.
Clarity, relief, optimism and renewed motivation.
The confidence associated with communicating more skillfully and transparently.
The new strategies and skills needed to prevent conflict and resolve conflict when it happens
A foundation for clarifying the family’s mission vision, values, policies and operating principles
Stronger sense of mutual responsibility to create a plan for preserving family unity and business success
A deeper appreciation of the importance of balancing the business of family and the business of the family business
We can become the catalyst for bold action and lasting change in your leadership succession process.
Your first step is to engage with us in our discovery exercise.