Client’s Challenging Situation:
A family business was taking steps toward succession planning and business growth. They wanted to hold a special, invigorating strategic planning session.
Scope of the Problem:
This situation was more about opportunity than problem. [That’s the way I saw it.] The family faced an opportunity to energize its family members and its staff.
To initiate the family business annual strategic planning sessions, we recommended a customized talents & strengths workshop. We created a special workshop, customized for non-family and family members. The family members included: mother, father, sister, and brother.
The Value Delivered:
The workshop had a terrific atmosphere. The upbeat culture of the family business meshed well with the business-like culture…a wonderful mix of pleasing personalities and disciplined work process.
The family members enjoyed the opportunity to talk about one another’s talents and strengths.
The non-family people enjoyed the chance to ‘personally connect’ with the family members, in a strengths-based leadership strategic session. The workshop paved the path for highly successful strategic planning decisions.