Description
List of Illustrations xi List of Illustrated Tables xiii List of Configuration Plans xv Acknowledgments and Appreciation xvii Introduction to the Continuity Model Generation xxi Part I: 21 Frameworks and 6 Meta-Frameworks 1 Keystone Meta-Framework 3 Four Foundational Theoretical Approaches 3 Two Complementary Logics 15 Three Circles Framework 18 Familial Meta-Framework 25 The Big Tent Framework 25 RIPCC Best Practice Dimensions 28 Four Ps Framework 30 Four Cs Framework 32 Individual Meta-Framework 39 Five Servant Leadership Dimensions 39 Four Tests Framework 43 Four Leadership Priorities 45 Four Exit Strategies 48 Generational Meta-Framework 51 Four Ls Framework 51 Four Ownership Stages 55 Four Entrepreneurship Principles 60 Tactical Meta-Framework 63 Family Enterprise Heterogeneity Frameworks 63 Four Rs Framework 66 Four Strategy Dimensions Framework 69 Fundamental Meta-Framework 73 Four Trust Dimensions 73 Five-Stage Life Cycle Framework 76 Church and State Framework 79 Four Innovation Capabilities 82 Part II: The Continuity Canvas 85 Strategy: Strategic Planning for Continuity 87 Strategic Planning for Continuity I: Collecting and Collating Basic Information 87 Strategic Planning for Continuity II: Cornerstone Concept Equals a Quadruple-Bottom- Line Scorecard 91 Financial Perspective 93 Social Perspective 98 Environmental Perspective 103 Talent Perspective 108 Talent: Successors’ Talent Development Planning for Continuity 115 Successors’ Talent Development Planning for Continuity I: Collecting and Collating Basic Information 129 Successors’ Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship 131 Values – History – Legacy 133 Financial Literacy and Value Creation 137 Governance Role Preparation 145 Individual Development 150 Wealth: Asset, Wealth, and Estate Planning for Continuity 155 Asset, Wealth and Estate Planning for Continuity I: Collecting and Collating Basic Information 156 Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement 158 Governance: Governance Planning for Continuity 169 Governance Planning for Continuity I: Collecting and Collating Basic information 169 Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family’s Governance Philosophy 171 Business Governance 173 Family Governance 183 Ownership Governance 185 The Foundation 192 Part III: Configuring a Plan for the Plans 197 Configuration Plan One 199 Configuration Plan Two 203 Configuration Plan Three 205 Configuration Plan Four 207 Part IV: Appendix 209 Educating Educators 211 A Program Example 215 Part One: Frameworks and Meta-Frameworks 215 Part Two: Four Plans and Cornerstone Concepts for Continuity 218 Part Three: Presenting Configuration Examples 222 Part Four: Developing Your Own Continuity Canvas and Cornerstone Concepts 223 References and Further Readings 225 Index 231
