| SCALE 1: MISSION/PLANNING |
|
- People know what our business stands for.
|
3 2 1 0 |
- We
have a business plan that is evaluated and updated
regularly.
|
3 2 1 0 |
- There is a written succession plan for the next
generation of the business.
|
3 2 1 0 |
- As
our business grows, our profit has risen as well.
|
3 2 1 0 |
- We
share our dreams and visions for the future, and know
what each family member wants.
|
3 2 1 0 |
|
SCALE 1 TOTAL: |
|
| |
|
| SCALE 2: COMMUNICATION/CONFLICT RESOLUTION |
|
- Our family meets several
times a year to talk about how things are going.
|
3 2 1 0 |
- No deep conflicts in our
family have caused family members to cut themselves
off from each other.
|
3 2 1 0 |
- Our family openly
expresses differences of opinion.
|
3 2 1 0 |
- We are able to resolve
our major conflicts and differences.
|
3 2 1 0 |
- We have a clear process
for making different types of decisions.
|
3 2 1 0 |
|
SCALE 2 TOTAL: |
|
| |
|
| SCALE
3: BUSINESS PARTICIPATION |
|
- We evaluate clearly and
objectively the performance of family members in the
business.
|
3 2 1 0 |
- Women participate in the
business with equal opportunities.
|
3 2 1 0 |
- Family members feel they
are treated fairly in business-related matters.
|
3 2 1 0 |
- Family employees know
where they stand in the business, including limits
and opportunities.
|
3 2 1 0 |
- Family members in the
business have clear responsibilities and roles.
|
3 2 1 0 |
|
SCALE 3 TOTAL: |
|
| |
|
| SCALE
4: OUTSIDE ADVICE |
|
- The head of the business
doesn't have to be involved in everything or control
everything.
|
3 2 1 0 |
- The business is able to
hire and retain non-family managers in responsible
positions.
|
3 2 1 0 |
- We listen to and consider
new ideas from our younger generation and outside
managers.
|
3 2 1 0 |
- We share our planning
with non-family managers.
|
3 2 1 0 |
- Outside advisors meet
with us regularly and have been willing to give us
"bad news."
|
3 2 1 0 |
|
SCALE 4 TOTAL: |
|
| |
|
| SCALE
5: GENERATIONAL CONTINUITY |
|
- Offspring have been able
to learn about the business from their parents.
|
3 2 1 0 |
- There has been some
discussion and planning for the possible roles of
heirs as they enter the business.
|
3 2 1 0 |
- Heirs have had a chance
to work elsewhere.
|
3 2 1 0 |
- Offspring feel that plans
for the division of the business are fair.
|
3 2 1 0 |
- Offspring have
opportunity to influence the future of the business.
|
3 2 1 0 |
|
SCALE 5 TOTAL: |
3 2 1 0 |
| |
|
| SCALE
6: OUTSIDE THE BUSINESS |
|
- The family spends time
together relaxing in non-business activities
together.
|
3 2 1 0 |
- Our family is active in
the community.
|
3 2 1 0 |
- Everyone in the family is
actively involved in fitness and caring for their
health.
|
3 2 1 0 |
- Family members in the
business have outside hobbies or interests
|
3 2 1 0 |
- We encourage each person
in the family to discover his or her own way.
|
3 2 1 0 |
|
SCALE 6 TOTAL: |
|