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Galliard Family Business Advisor Institute

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Strategic Planning

Articles, presentations, exercises, and materials related to strategic planning.

Strategic Planning Roadmap

A guide for family business advisors

Get the scoop on this Galliard Certified Advisor's favorite strategic planning tool!

The purpose of the Strategy Planning Roadmap is to get families and privately held partners on the same page—whether it's for one year, three years, or five years. By talking through the mission, vision, and values, you’ll set up the major goals for the business to prepare the company for future growth.

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Filed under: Resource Library, Strategic Planning

Desk Plan Template

Be sure to include a Desk Plan when designing your future

This worksheet includes all the crucial information someone would need to step into your role once you decide to leave your position, or in the event that unforeseen circumstances prevent you from continuing the work before you've decided to leave.

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Filed under: Resource Library, Strategic Planning

Do You Practice What You Teach?

Planning for the Future

Imagine the irony of this scene…For about 6 months now, feeling overwhelmed with time sensitive work and tasks, I have rescheduled an appointment with myself called “Update will and desk instructions” something on the order of eight times. 

One of those times was during the same week I was helping to put together materials for a workshop on Succession Planning and working with a document we planned to hand out titled, “Desk Plan.” Sheesh—talk about the cobbler whose children have no shoes!

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Read moreDo You Practice What You Teach?
Filed under: Resource Library, Strategic Planning

Change Leadership Tools from Andy Powell

Evaluate your change readiness

GFBAI member and FBAC graduate, Andy Powell has spent the last 25 years working in the field of “change” with individual leaders and organizations. Here are some of his top tools.

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Filed under: Resource Library, Strategic Planning

Family Business Advisors Roundtable

CoreValue, The One Page Business Plan, and Behavioral Profiles

Is your practice running exactly as you’d like it to? Are you working with your ideal clients? Do you have a business plan for next year? Is your practice scalable?

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Filed under: Resource Library, Strategic Planning

Knowledge Sharing for the Savvy Entrepreneur

An introduction to Flevy Business toolkits

If you’re a Galliard Family Business Advisor, we recommend checking out the Flevy marketplace for consulting frameworks and other tools.

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Read moreKnowledge Sharing for the Savvy Entrepreneur
Filed under: Resource Library, Strategic Planning
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Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

Explore more topic areas in the Resource Library.

Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

Finding the Right People

Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

Explore more topic areas in the Resource Library.

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