Galliard Family Business Advisor Institute
Articles, presentations, exercises, and materials related to strategic planning.
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.
…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.
…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!
…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?
…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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