Save time, empower your teams and effectively upgrade your processes with access to this practical Family business Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Family business related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Family business specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Family business Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 661 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Family business improvements can be made.
Examples; 10 of the 661 standard requirements:
- Explorations of the frontiers of Family business will help you build influence, improve Family business, optimize decision making, and sustain change
- Are Required Metrics Defined?
- In a project to restructure Family business outcomes, which stakeholders would you involve?
- Are approval levels defined for contracts and supplements to contracts?
- What is measured?
- If we got kicked out and the board brought in a new CEO, what would he do?
- What are the expected benefits of Family business to the stakeholder?
- How do you select, collect, align, and integrate Family business data and information for tracking daily operations and overall organizational performance, including progress relative to strategic objectives and action plans?
- What are strategies for increasing support and reducing opposition?
- What lessons, if any, from a pilot were incorporated into the design of the full-scale solution?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Family business book in PDF containing 661 requirements, which criteria correspond to the criteria in…
Your Family business self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Family business Self-Assessment and Scorecard you will develop a clear picture of which Family business areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Family business Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Family business projects with the 62 implementation resources:
- 62 step-by-step Family business Project Management Form Templates covering over 6000 Family business project requirements and success criteria:
Examples; 10 of the check box criteria:
- Requirements Management Plan: Is it new or replacing an existing business system or process?
- Monitoring and Controlling Process Group: Propriety: Who needs to be involved in the evaluation to be ethical?
- Quality Management Plan: How does your organization manage work to promote cooperation, individual initiative, innovation, flexibility, communications, and knowledge/skill sharing across work units?
- Scope Management Plan: Are there any scope changes proposed for the previously authorized Family business project?
- Contractor Status Report: What was the actual budget or estimated cost for your companys services?
- Project Portfolio management: What Happens without Family business project Portfolio and Proper Resourcing?
- Schedule Management Plan: Do Family business project teams & team members report on status / activities / progress?
- Project or Phase Close-Out: Have business partners been involved extensively, and what data was required for them?
- Human Resource Management Plan: Are key risk mitigation strategies added to the Family business project schedule?
- Network Diagram: How difficult will it be to do specific activities on this Family business project?
Step-by-step and complete Family business Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Family business project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Family business project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Family business project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Family business project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Family business project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Family business project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Family business project with this in-depth Family business Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Family business projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Family business and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Family business investments work better.
This Family business All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.