Family Business Consulting Process

FRANKIEKNOWLEDGE FAMILY BUSINESS CONSULTING PROCESS

To achieve the desired outcome, The FrankieKnowledge Family Business and Succession Planning consulting process is carried out by following a systematic and modular approach. An overview of the 7 key consulting steps are described below –

(1) Conduct the Family Business Needs Analysis Exercise to identify specific areas of intended improvement or transformation and establish the consulting direction

(2) Clearly define the Consulting Terms of Reference or Scope of Work and establish measurable outcomes

(3) Review existing Family Business and Management Practices by adopting multiple consulting techniques and identify critical issues that need to be addressed

(4) Audit existing Organization Business/Management Structures, Policies and Systems and determine key areas of concern

(5) Offer professional advice, customized recommendations, specific solutions and proposed actions to progressively transform the Family Business and Management Practices supported by a Plan of Action

(6) Design, develop and facilitate the implementation of improved Organization Business/Management Structures, Policies and Systems, including forms, formats, checklists, questionnaires, action plans and related initiatives to address the key areas of concern. [Customized coaching sessions are carried out to further enhance the effectiveness of step 5 and step 6 of the consulting process]

(7) Evaluate the Impact of the Family Business and Succession Planning consulting process

 

 

Step 1 of Family Business Consulting Process -  Conduct the Family Business Needs Analysis Exercise to identify specific areas of intended improvement or transformation and establish the consulting direction

 

Step 2 of Family Business Consulting Process -  Clearly define the Consulting Terms of Reference or Scope of Work and establish measurable outcomes

 

Step 3 of Family Business Consulting Process - Review existing Family Business and Management Practices by adopting multiple consulting techniques and identify critical issues that need to be addressed

 

Step 4 of Family Business Consulting Process - Audit existing Organization Business/Management Structures, Policies and Systems and determine key areas of concern

 

Step 5 of Family Business Consulting Process - Offer professional advice, customized recommendations, specific solutions and proposed actions to progressively transform the Family Business and Management Practices supported by a Plan of Action

 

Step 6 of Family Business Consulting Process - Design, develop and facilitate the implementation of improved Organization Business/Management Structures, Policies and Systems, including forms, formats, checklists, questionnaires, action plans and related initiatives to address the key areas of concern. Customized coaching sessions are carried out to further enhance the effectiveness of Step 5 and Step 6 of the consulting process

 

Step 7 of Family Business Consulting Process - Evaluate the Impact of the Family Business and Succession Planning consulting process

 

 

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