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Emergency Family Meeting Agenda Example
Emergency Family Meeting Agenda Example
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FarmJournalLegacyProject.com
Family Meeting Agenda
1
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Family Meeting
Notes
I. Explain succession from the meeting organizers point of view.
II. Who will be involved, and to what extent Explain who will be
involved in the process and the roles/responsibilities each person
may assume.
---Discussion Topics may include:---
a. A thumbnail sketch of the operation.
b. Briefly explain the perfect transition and your ideal outcome.
c. How the family may act/react to the process.
d. Key employees, strategic alliance partners, others who may be
directly affected by the long-term success or failure of your
operation may be involved.
III. Who may be affected, and how Reinforce the value of
succession planning. Discuss the ‘transitional’ rather than the
‘transactional’ nature of the engagement.
---Discussion Topics may include:---
a. How many generations will be affected by the decisions you
make and the actions you take in the succession planning
process.
b. If a/the key player[s] (and each owner may be the key
employee) were taken out of the picture today, what is
plan ‘B’
c. Who will step in to ensure management continuity until the
next generation is ready and able to assume leadership
responsibilities
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