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Initial Meeting
A no-fee opportunity for our consultants
to determine whether they can meet your needs and for you to determine
if you like our style and approach.
The initial meeting will be followed by a proposed action plan and an
estimate of costs. Standard components of that action plan will be initial
data gathering and feedback as described below.
Information Gathering
Individual interviews with all partners
or all family members and key executives gives us an understanding of
all the differing perspectives. Our goal is for everyone to understand
the challenges presented by all four dimensions of our model: the personal,
the relational, the management and the ownership issues.
Feedback
Following our interview/assessment process, we
typically convene a meeting of all key stakeholders and outline our understanding
of the issues facing your group.
Project Plan
The plan will outline an integrated, systematic
approach to addressing the four inter-dependent areas. Objective and skilled
facilitators will focus the consulting process on organizational structures,
clarity of roles, new processes for resolving differences and personal
development.
The objective is to guide clients toward a consensus on practical solutions
that they will therefore want to implement and follow.
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The
Process