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:
- Who Uses What?
- Do you, as a leader, bounce back quickly from setbacks?
- Teaches and consults on quality process improvement, project management, and accelerated Family business techniques
- If substitutes have been appointed, have they been briefed on the Family business goals and received regular communications as to the progress to date?
- Do several people in different organizational units assist with the Family business process?
- Will a response program recognize when a crisis occurs and provide some level of response?
- Have you identified your Family business key performance indicators?
- Whom among your colleagues do you trust, and for what?
- Does our organization need more Family business education?
- What one word do we want to own in the minds of our customers, employees, and partners?
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:
- Monitoring and Controlling Process Group: Contingency planning. If a risk event occurs, what will you do?
- Quality Audit: How does the organization know that the system for managing its facilities is appropriately effective and constructive?
- Monitoring and Controlling Process Group: How were collaborations developed, and how are they sustained?
- Activity Duration Estimates: Given your research into similar classes and the work you think is required for this Family business project, what assumptions, variables, or costs would you change from the information provided above?
- Lessons Learned: What things surprised you on the Family business project that were not in the plan?
- Project Schedule: Family business project work estimates Who is managing the work estimate quality of work tasks in the Family business project schedule?
- Procurement Audit: Have the funding arrangements been agreed where payments take place over several financial periods?
- Team Performance Assessment: Can team performance be reliably measured in simulator and live exercises using the same assessment tool?
- Initiating Process Group: Just how important is your work to the overall success of the Family business project?
- Responsibility Assignment Matrix: Identify potential or actual budget-based and time-based schedule variances?
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.