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UFB Issue #025 Change Management
May 27, 2004

"The key to family business success"
ISSN 15465640


A free monthly e-zine with articles and tips from Family Business Experts who understand family values and business systems.



May 27, 2004 Issue #025 Family Business Experts

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In This Issue...

1. Our Managing Director Announces -

2. Business first family...Family first business

Change Management

3. Legacy through Leadership

Developing and Using the Strategic Direction

4. Around the Family Business Experts web sites




1. Our Managing Director Announces -

You're a third of the way through fiscal 2004... here in the USA it's a Presidential election year... the long Memorial Day weekend is the start of the summer outdoor season... all around us there is uncertainty and change.

We decided to focus both a web site section and this issue of UFB on Change Management. Fortunately, through another project, we have our own expert whose theory of the holonomic organization is the best we've seen for change management.

Why? Unlike BPR, which often favors process over people, and TQM, which often favors people over process... Dr. Ken Mackenzie's deals with both - people and process.

I invite you to spend a few minutes of your valuable time to sit back with our new section then think about what makes your family business work, about how you and your people go about problem solving. I think you'll find some really interesting information and insights to think about.

And we've even developed a couple of quick diagnostic assessments to help you. Soon, they'll be revenue-producing products for us - part of our commitment to bring family business consulting online - but, as a special for our loyal UFB readers, you are invited to complete these assessments fr*ee, yet still receive our full response and analysis... absolutely no cost, and we'll be trying to give you 48 hour turnaround, subject to client workload.



Whether to contribute, challenge (or hopefully even praise) our newsletter, I encourage you to contact me directly Don, or our editor David.

Enjoy, and here's wishing you, your family, your clients... much success!

Don Schwerzler, Managing Director
Family Business Experts



2. Business first family...Family first business:

Change Management

Knowing what our clients are going through, we decided to focus on Change Management, both in this issue and with the newest section on our web site. When we started updating our own research, we were surprised [sort of!] to learn that two of the recent popular theories for change management were running into some problems. BPR and TQM [business process reengineering and total quality management] have both created some problems in organizations that have tried them - because they are incomplete... BPR can tend to focus on process without taking people properly into account and TQM on people without taking process into account adequately.

Our own expert, Dr. Ken Mackenzie, has developed the Theory of the Holonomic Organization, based on his years of research and consulting with many organizations.

Change Management takes you through a summary of the entire theory so you can see and appreciate the depth and breadth of this approach.

At the risk of over-simplifying, a major strength of Dr. Mackenzie's work is that he starts from a premise that we absolutely agree with - most executives and organizations go about solving the wrong problems. Either they solve the ones they are familiar with and trained for, or they work on the ones that seem easiest to get at.

But, as we all really know, to solve a problem effectively, you really have to work at defining it properly.

And to define it properly, you have to know about and be able to get down below the obvious "surface layer" of things and find the often-hidden layer of problems. We often hear executives talk about having their people "dig deeper" - but without the diagnostic tools and insights to know what they are looking for and how to go about it, and with the usual time pressures that tend to favor "quick fixes"... well, it's not surprising that the more visible surface problems get more attention.

Dr.Mackenzie has also developed a suite of diagnostic tools and reports that let managers and executives quickly and accurately drill down to the real problem areas their people are dealing with.

We strongly recommend that, even if you don't think you need a full diagnostic evaluation run for your family business, you spend maybe 20-30 minutes with our new section - Change Management - then relate it's ideas to your organization. We are certain that you will get an incredible amount of insight, and some great ideas about how to get your finger on the pulse of your family business.

And as a special "Thank You" to our loyal readers, we are making available at NO COST the opportunity for you to take either or both assessments that we developed from Dr. Mackenzie's ideas. Neither have the full and complete detail of a full diagnostic evaluation, but less than 5 minutes with each one will give you a wealth of ideas and insight, both from just completing the assessments, and from our feedback.

The Holonomic Top Down Assessment asks you about a combination of the 12 Main Enabling Processes that an effective organization has to have operating in order to achieve the 6 Desired Organizational Characteristics of effective organizations. Where your assessment indicates one or more of these are not working in your organization, we'll feed back suggestions as to the underlying Leadership Practices that might not be working.

Take our fr*ee Holonomic Top Down Assessment to see what underlying practices might be at fault and causing problem symptoms in your family business .

Diagnosing from the other direction - Bottom-Up - we ask you to identify which of 29 Leadership Practices aren't present or working. From that, we point you to Enabling Processes and thus Desired Characteristics that probably aren't functioning.

Take our fr*ee assessment on the 29 Leadership Practices to see how they affect your family business.

Change Management



Our Tips and Recommendations

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3. Legacy through Leadership

There are 29 Leadership Practices [LP] that are really the foundation upon which 12 holonomic or enabling processes[HP] are built, and which, in turn, produce 6 desired organizational characteristics [DOC]. We'll look at each in this section.

LP02. Developing and Using the Strategic Direction

Developing and using the strategic direction is the strategic process by which the organization understands and uses its shared strategic direction. This important process assesses the organization's dedication to keeping the strategic direction current, and it insists that decisions are made based on the strategic direction. It ensures that the mission, goals, and strategies driving it are internally consistent and that new technologies selected for the organization are based on the strategic direction.

Dr. Ken Mackenzie is our internationally-recognized organizational expert. These leadership tips are excerpted from the e-book Legacy through Leadership he and Don Schwerzler collaborated on. Email: ken@family-business-experts.com



4. Around the Family Business Experts web sites

Search the entire content site
in two different ways

1. A search engine powered by ATOMZ has indexed all the pages on the site and will link you to those relating to any search term you enter.

2. A 'Table of contents' listing that will link you directly to any page / article you select. Use the Site Map Navigation Button from any major page on the site.


Background information, testimonials to our service and understanding, and answers to FAQ's [Frequently Asked Questions]. Family Business Experts

There are new articles accessible from this page on the left side navigation bar.

Read aboutChange Management

Take our fr*ee assessment on the 29 Leadership Practices to see how they affect your family business.

Take our fr*ee Holonomic Top Down Assessment to see what underlying practices might be at fault and causing problem symptoms in your family business .



And remember about our convenient new online billing with 100% assurance! Another step in our process of starting online business. Secure online payment

© 2004. Family Business Institute, Inc.,
1213 Laurel Cliff Dr SE., Smyrna GA 30082
Voice 770.952.4085 Fax 770.432.6660
Email: familybizexperts@earthlink.net
http://www.family-business-experts.com

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