Download an overview of The Engagement Toolkit here.
Training and A Tested process to help you navigate governance challenges
The Engagement Toolkit Training
Governance + Engagement
Owners and advisors learn how to build governance that is reflective of the family business’s Shared Purpose, Core Capital, and Vision.
You will learn why enacting governance, making major financial decisions, and creating legal structures without engagement leads to conflict.
You will learn how to develop the skills and processes that can align Vision, strategy, and governance for both the family and the business.
The Engagement Toolkit
Integrated Process + Supporting Materials
The Engagement Toolkit provides a clear process and bespoke materials to help guide owners of family businesses toward engagement, a Shared Purpose and Vision, and effective governance that is reflective of their circumstances.
Owners and their families work directly with Engaged Ownership through tailored remote or in-person sessions.
Advisors use The Engagement Toolkit to educate, develop engagement, and build governance with their clients.
Scheduling an Engagement Toolkit training
The Toolkit training is conducted as a 1-day, in-person session or via video conferencing. To schedule a training session or inquire about availability, please reach out to Nathaniel Squires though Nathaniel@EngagedOwnership.com.
“This was a truly informative and insightful class. I would highly recommend it to anyone who has a family business or office, plans to create a family office, is thinking about succession issues within his or her family, or is advising families.”
what can you expect from the engagement toolkit training?
The Engagement Toolkit training is an interactive,1-day training session where you will learn the six pillars of engaged ownership and why they are meaningfully influential to the future of a multigenerational family enterprise.
You will leave the session with a process for developing awareness, alignment, and, governance with clear and effective steps that can be used in any family business system.
The Engagement Toolkit helps enterprising families:
Understand the family’s unique capital advantages and how these can be leveraged to create opportunities.
Articulate a Shared Purpose, Vision, and Mission to get decision-makers on the same page.
Establish effective forums and meeting practices for improved group decision-making.
Allocate decision-making power among owners, board, and family.
Clearly define boundaries to maintain and build relationships.
Create effective policies that are truly reflective of the family enterprise’s needs and circumstances.