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UFB Newsletter Issue #042 Alexandra Scott
June 23, 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.

June 23, 2005 Issue #042 Family Business Experts

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In This Issue...

1. Our Managing Director Announces -

2. Business first family...Family first business

Alex Scott

3. Legacy through Leadership

LP16. Integrating Job with the Organization

4. Around the Family Business Experts web sites

1. Our Managing Director Announces -

David here - writing for Don this issue.

Just arrived back from a trip to visit with family. The final stop in Vancouver before heading to the airport was to see my sister-in-law... an incredibly strong and wonderful person who is gradually losing her battle with cancer. But it seems that the more the cancer saps her physical strength, the more her spirit fights back. She is an inspiration!

Her daughter-in-law will be walking 65 km. - about 40 miles - in a few weeks to raise funds to help with cancer research. Seems that her first target for fund-raising was soon surpassed and she has doubled her goal. Way to go!

On to Calgary, to see and hold my grand-daughter for the first time. Many of you know the feelings, so I won't say more about that!

Waiting through the almost inevitable weather delay for the last leg of the flights was a time for reflection... the highs and lows we go through in our daily lives. But then, on the last short flight, I read something that was truly amazing... the story of a young girl - just 8 years old - who lost her fight with cancer, and what she accomplished in such a short time.

Don readily agreed that the story was well worth sharing, so we have added a page about Alex Scott on the site to give you a glimpse at this incredible girl's legacy and to link you through to the full story. There are lessons and inspiration for grand-parents, parents and children - something I think you'll want to share both in your family and business.

Wegner Auto Company relies on leadership and innovation to adapt, survive and prosper - and they've been doing it for 98 years.

Retirement Planning has never been easy, and has started to get even more difficult as governments begin to shift responsibility back to individuals. Keeping track of long term financial goals and personal net worth is complex, so software tools known as Retirement Calculators have ben developed to help. Read about them on our new page.

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 and a relaxing and memorable Memorial Day!

Don Schwerzler, Managing Director Family Business Experts

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

Alex Scott

Read about and link on to the site of an 8-year-old who left a legacy that we can all learn from. Although her brothers and parents keep a low profile, they have done much to see that the legacy continues.

Alex Scott

Our Tips and Recommendations

"Do-It-Yourself Retirement Planning"

Software to help you stay on track with your long term financial goals And track your personal net worth

Retirement Calculators

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.

LP16. Integrating Job with the Organization

Integrating job with the organization ensures that each employee understands how his or her job logic fits into the larger Organizational Logic from which it was derived. Furthermore, this process ensures that Associates are well suited for the jobs they hold based on skills, education, training and development, and commitment. The job logic is consistent with achieving the organization's strategic direction and makes sense given the formal Organizational Architecture.

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.

Check out our new profiles: Alex Scott;

Wegner Auto Company.

And learn about Retirement Calculators.

Don't forget that you can complete our Family Business Profile Questionnaire form to have your family business or client profiled.

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

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Contact Don Schwerzler
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