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UFB Newsletter Issue #035 Succession Management Process
March 10, 2005

"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.

March 10, 2005 Issue #035 Family Business Experts

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In This Issue...

1. Our Managing Director Announces -

2. Business first family...Family first business

Succession Management Process

3. Legacy through Leadership

LP11. Ensuring Successful Goal Achievement

4. Around the Family Business Experts web sites

1. Our Managing Director Announces -

Our succession management process is gaining international recognition.

The most frequent question we are asked at workshops and seminars is: "When is the best time to start?"

Our answer: "Now!"

We were asked by Families in Business to describe our succession management process, which we do from the most important perspective - the client's!

Families in Business is a prestigious magazine published in London, England, and distributed to large family businesses around the globe.

Click here to read the article

We continue with the Leadership Practices series, since these practices are the foundation for the processes that must be in place in order to achieve success.

Reminder: We've developed a couple of quick diagnostic assessments to help you. They are both fr*ee [at least for a while] and we try to deliver 48 hour turnaround of our analysis. Try them!

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.

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:

Click here to read our Succession Management Process article.

Our Tips and Recommendations

More businesses than ever are using the Internet to reach local markets. If your business isn't one of them, you're going to be left behind.

Local Business Online

BizPlanBuilder [Jian] Helps you create your business plan quickly by organizing your thoughts into carefully scripted text. Great spread sheet templates for the financial projections. Includes resources and not just blanks to fill in.

BizPlanBuilder®, MarketingBuilder®, Contract Templates...
Click here to learn more about proven, award-winning business-building software tools.

Don't Let Your E-mail or Newsletter End Up...
In Your Customers' Junk Folder!

Use SpamCheck To Keep Your E-Mail Out Of The Junk Folder!

SpamCheck is fr*ee

Families love the FamilyLore Game!
Unique and customized for every family. Interactive board game celebrates family history. Family stories & events shared & remembered.

FamilyLore Game

Issues cost you money. Monitor and manage Issues in your business with Wizard Publisher's Issue Tracking Software
a grand little idea

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Project KickStart is the fastest, easiest way to plan and schedule projects.

Project KickStart gives you the power to think through all aspects of a project before you begin. You'll create project plans and strategies guaranteed to get the results you want -- fast.

Define project phases. Clarify your goals. Anticipate obstacles. Establish tasks. Delegate assignments. Set due dates. Check off tasks when they're done. Bump dates. And much, much more!

Project KickStart for any project in your family business.

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.

LP11. Ensuring Successful Goal Achievement

Ensuring successful goal achievement demands systematic problem identification throughout the organization. Once a problem is identified, a plan supported by tough and realistic performance standards - is developed to solve the problem. The plan is crafted to the organization's specific situation and it is aimed at achieving the strategic direction. The problem solving process involves deciding what to do and how to do it. It fosters successful goal achievement. Additionally, an accountable manager audits and reviews progress toward the goal and ensures that project plans are implemented. Would you like to see how the 29 Leadership Practices are affecting your family business? Our assessment only takes a few minutes to complete!

Take our fr*ee assessment on the 29 Leadership Practices...

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.

Succession Management Process

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

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

Read the review of The Practitioner's Guide for Organizing an Organization and click on its ASK THE EXPERT link to contact Dr. Byrne who is an experienced user of the diagnostic tools.

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

© 2000-2005. Family Business Institute, Inc.
1213 Laurel Cliff Drive, Smyrna GA 30082
voice 770-952-4085 fax 770-432-6660

Contact Don Schwerzler
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