STEP 1: INTRODUCTORY MEETING
Time: 90 – 120 minutes
What: We will include as many members of the family as necessary, and hold an introductory meeting to discuss the undertaking ahead of us. A quick discussion of the Three Circle Model will serve as a primer on where everyone is situated, and we will then talk about the project steps in detail. Plenty of time for everybody’s questions will be provided.
STEP 2: VIA CHARACTER STRENGTHS QUESTIONNAIRE
Time: 30 minutes, to be done in the 3 days following the intro meeting
What: Each family member will receive a link to go to the online questionnaire to complete the 30-minute VIA Character Strengths diagnostic. This will provide a general overview of each person’s key character traits, which will give them (and me) some interesting insights that they may have not realized before.
STEP 3: ONE-ON-ONE INTERVIEWS
Time: 90-150 minutes per family member, maximum 2-3 people per day *
What: Each family member will be met with individually, and we will complete and share the family’s Genogram. Additional information will also be gathered, and family members will have the opportunity to share their opinions, values, aspirations, and their perception of the family’s dynamics and communications. All information received will be held in confidence, and only be shared in a general and anonymous fashion.
STEP 4: ANALYSIS AND THEME REPORT
Time: 2 weeks after the last interview is completed
What: An overview that highlights a “lay-of-the-land” will be prepared, for all family members to share. This will highlight the top 3 or 4 themes, or areas, that have been identified as keys to moving forward together successfully. The report will be sent to each participating family member in advance of the feedback meeting.
STEP 5: FEEDBACK MEETING
Time: This meeting will take as long as required to be sure that everyone has been heard
What: Another meeting will be held with the entire family, to discuss the report, hear the family feedback to it, and openly discuss the project, the findings, the reactions, and to lay out the priorities revealed.
STEP 6: ACTION PLAN FOR NEXT STEPS
Time: 2 weeks after the feedback meeting
What: A final written summary of the project will be prepared, detailing the findings, the feedback and the key themes for future action. An implementation plan and timeline will also be provided, along with ideas to help the family co-create lasting solutions together.
The Family Harmony Breakthrough Package will take the family from a state of uncertainty, filled with many assumptions, to a state of awareness and understanding of what steps need to be taken for all the pieces of the family puzzle to fit together, in the space of a few short months. This package is currently available for an investment of $9,500 plus travel expenses, and can normally be completed in 60 – 90 days.
*These interviews may be done via Skype if more convenient.
Read my blog post “What is a Family Harmony Breakthrough?”
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“If you own a family business and want to read a fun book on how to become a business family you will enjoy this one. It is written from the business owner perspective and is straightforward. I’ve shared my copy with a number of people.”
Tampa, FLA
If you are in a Family Business or you deal with a Family Business, and you are so busy that you cannot see the forest because of the trees, I would highly recommend you take some time and read this book. It reads very quickly and feels as if you are having a conversation with a friend of the family who understands what you are going through because he has gone through it with his own family. Very enlightening, very clear, and actually fun to read!
Canada via Amazon
I strongly recommend anyone that has a family business to read this book. Steve Legler will open your eyes as to what it takes to run a successful family business all while keeping family harmony. He provides lots of tips and advice in a way that is easy to understand. You can really feel his enthusiasm in the way he writes, and how he is committed to helping business families create the legacy and family spirit they really want.
Canada via Amazon
