Basic360 Profile
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The Basic360 Profile will provide a snapshot view of your current family business planning performance.
Your personalized report will supply feedback on the 5 family and business factors of the Parallel Planning Process: values, vision, strategy, investment, and governance. If you are working through the 24 activities in the fieldbook, A Family Business on the Moon , we recommend you complete the Basic360 fairly early on in the process (it's Activity 5), so that you derive the maximum benefit from the remaining activities. Comparing your individual responses with the family average will help your family identify, discuss, and develop a shared view of your current situation, so that you can improve your planning for both the business and the family in future. |
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How it works
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