October 2, 2018

WMA1002: Asset Structuring and Estate Planning

Back to: Asset Structuring and the Principles of Wealth Preservation

Courses and Lessons

Asset Structuring and Estate Planning

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Family Purpose, Philosophy of Wealth, Vision, Values and Wealth Structuring Objectives
  • Aligning Wealth Structures with Fiscal and Family Objectives
  • Alternative Approaches and Options for Asset Structures
    • WMA1002: Asset Structuring and Estate Planning
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
    • Wealth Distribution
  • Establishing Principles for Wealth Preservation: Financial Disciplines and Diversification
    • Asset Structuring and Wealth Distribution Exists
  • Distribution Policies Concerning Income and Capital
  • Risk Management Priorities and Actions
    • ILS1101: Introduction: Family Risk Management
    • ILS1006: Integrated Legacy Strategy
    • ILS1102: Family Risk Management
    • ILS1003: Questions: Risk Management
    • FOE1002: Predator in the Ecosystem
  • Heir Conditioning: Preparing the Money for Heirs, Preparing Heirs for the Money
    • NXG1001: Introduction: NextGen and Family Education
    • NXG1002: NextGen Education and Engagement
    • NXG1003: Legacy Strategy for the Future
    • NXG1004: Next Generation Learning
    • Being a Good Beneficiary
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
  • Wealth Structuring Objectives and Options
  • Multi-Jurisdictional Approaches and Options for Asset Structuring
October 2, 2018

HVV1104: Values and Guiding Principles

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

Courses and Lessons

Values and Guiding Principles

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing a Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1001: Introduction: History and Current Challenges
    • HVV1003: True Family Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effective Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1001: Introduction: Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1101: Introduction: Relationship and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1001: Introduction: Conflict and Dispute Resolution
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
    • FOE1001: Introduction: Family Office and Ecosystem
  • NextGen and Family Education
    • NXG1001: Introduction: NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively
October 2, 2018

WMA1002: Asset Structuring and Estate Planning

Back to: Integrated Family Wealth, Business and Legacy StrategyTM

Courses and Lessons

Asset Structuring and Estate Planning

Mark Haynes Daniell Mark Haynes Daniell

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Initial Assessment and Identification of Priority Issues
    • ILS1201: Overview Presentation
    • HVV1002: The History and Challenges of Family Wealth
    • ILS1001: Introduction: Integrated Legacy Strategy™
    • ILS1002: Preparing a Family Legacy Strategy
    • ILS1003: Documenting Legacy Strategy
    • ILS1004: Mastering the Process of Legacy Strategy
    • HVV1202: Newly Rich: First Generation Wealth
    • Importance of Private Wealth
  • History, Purpose, Vision and Values
    • HVV1001: Introduction: History and Current Challenges
    • HVV1003: True Family Wealth
    • HVV1101: Introduction: Family Purpose, Vision and Values
    • HVV1102: Family Purpose
    • HVV1104: Values and Guiding Principles
    • HVV1105: Family Virtues
  • Family Governance and Leadership
    • GLS1001: Introduction: Family Governance and Leadership
    • GLS1002: Governance (Family, Business, Wealth, Philanthropy)
    • GLS1002: Family Dynamics and Generational Differences
    • GLS1003: Effective Leadership in a Family System
    • GLS1004: Benefits of a Formal Governance System
    • GLS1005: Enterprise Governance for Complex Families
    • GLS1006: Benefits of a Professional Family Office
    • GLS1003: Leadership of a Legacy Family
    • GLS1005: Establishing a System of Formal Governance
    • GLS1008: Family Constitution
    • GLS1006: Family Council
    • GLS1009: Family Meetings
  • Asset Structuring and Wealth Preservation
    • WMA1001: Introduction: Asset Structuring and Estate Planning
    • WMA1002: Asset Structuring and Estate Planning
    • GLS1202: The Ethical Will
    • WMA1004: The HEW Trust: Securing the Long Term Future of Your Family
  • Family Wealth Management
  • Family Business Ownership, Governance and Leadership
  • Philanthropy and Social Engagement
    • PSE1001: Introduction: Philanthropy and Social Engagement
    • PSE1002: Importance of Philanthropy and Social Engagement
    • PSE1004: Questions: Philanthropy
    • PSE1003: CSR and Social Engagement
  • Family Dynamics: Culture, Relationships and Individual Issues
    • CRI1101: Introduction: Relationship and Individual Issues
    • CRI1102: Family Culture
    • CRI1201: Fostering an Entrepreneurial Spirit
    • HVV1105: Family Virtues
    • CRI1003: Building Trust, Harmony and Unity
    • CRI1001: Introduction: Conflict and Dispute Resolution
    • CRI1002: Conflict and Dispute Resolution
  • Generational Transitions and Leadership Succession
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1004: Leadership Succession
  • Family Risk Management
    • ILS1102: Family Risk Management
  • The Family Office and Ecosystem
    • FOE1002: Predator in the Ecosystem
    • FOE1001: Introduction: Family Office and Ecosystem
  • NextGen and Family Education
    • NXG1001: Introduction: NextGen and Family Education
    • ILS1005: Legacy Strategy for the Future: Multi-Generational and Multi-Dimensional Framework
    • NXG1002: NextGen Education and Engagement
    • HVV1202: Newly Rich: First Generation Wealth
  • Executive Summary
  • Complete Document Architecture
  • Priority Issues Arising Short, Medium and Long Term
  • A New World: Evolving Context Within and Surrounding the Family
  • A New Approach for each Element of Strategy: 200 New Ideas and Opportunities to Consider
  • Engaging the Whole Family, Communicating Effectively
October 1, 2018

BUS1307: Implementation Step 6 – Full Value Capture

Back to: Family Business II: Strategy

Family Business II: Strategy​

Implementation Step 6Full Value Capture

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
October 1, 2018

BUS1308: Implementation Step 7 – Leadership and Motivation

Back to: Family Business II: Strategy

Family Business II: Strategy​

BUS1308

Implementation Step 7 - Leadership and Motivation

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
October 1, 2018

BUS1308: Implementation Step 7 – Leadership and Motivation

Back to: Family Business: Achieving Excellence in Ownership, Leadership, Governance and Responsibility

Family Business: Achieving Excellence in Ownership, Leadership, Governance and Responsibility​

Implementation Step 7Leadership and Motivation

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Advantages and Imperatives for Family Business Owners and Leaders
    • BUS1005: Strategic Possibilities for Your Business
    • BUS1006: Strategic Options Evaluation
    • BOS10 – Management Principles
    • BOS11 – Maximising Advantages of a Family Business
  • Being a Good Owner (Both Active and Passive Owner)
    • WMA1103: Being a Good Owner of Family Wealth
    • BOS22 – Diagnostic Step 4 – Business Dynamics
    • BUS1003: Being a Good Director of Family Enterprises and Family Governance Structures
  • Successful Business Governance: Board, Chair and Committees, Aligning Family Business Board and Family Council
  • Effective Leadership and Team Development
    • GLS1003: Leadership of a Legacy Family
    • BUS1308: Implementation Step 7 – Leadership and Motivation
    • BUS1002: The Company Ecosystem
  • Strategic Transactions: IPOs and Sale of the Family Business
    • BUS1004: Successful Listing (IPO) of a Family Business
  • Strategic Career Pathing for Family Members in the Family Business
  • Preparing for Leadership Succession and Generational Transition
  • Your Own Business: History, Challenges and Objectives
  • Analyzing the Business and Evaluating Options: Seven Steps
  • Designing an Effective Strategy: Seven Steps
  • Implementing Plans and Maximizing Value: Seven Steps
  • Preparing For Leadership Succession and Generational Transition
  • Working With External Advisors to Integrate both ‘Best Practices’ and ‘Next Practices’
  • Educating the Family in Business Strategy
October 1, 2018

BUS1305: Implementation Step 4 – Alignment and Integration

Back to: Family Business II: Strategy

Family Business II: Strategy​

Implementation Step 4Alignment and Integration

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
October 1, 2018

BUS1306: Implementation Step 5 – Program Control

Back to: Family Business II: Strategy

Family Business II: Strategy​

Implementation Step 5Program Control

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
October 1, 2018

BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities

Back to: Family Business II: Strategy

Family Business II: Strategy​

Implementation Step 1Imperatives, Actions and Responsibilities

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
October 1, 2018

BUS1303: Implementation Step 2 – Tactics and Timetable

Back to: Family Business II: Strategy

Family Business II: Strategy​

Implementation Step 2Tactics and Timetable

Mark Haynes Daniell Mark Haynes Daniell
Download Lesson Material

To download, right-click on the link above and select "Save link as..."

Course Completion Progress

0%
Enroll Full Course
Course Modules
  • Your Own Business History and Objectives
  • Analyzing the business and evaluating options: 7 steps
    • BUS1101: Three Phases of Strategy
    • BUS1102: Three Phases of Strategy Phase I: Diagnostics
    • BUS1103: Diagnostic Step 1 – Understanding Your ‘Point of Departure’
    • BUS1104: Diagnostic Step 2 – Portfolio Perspective
    • BUS1105: Diagnostic Step 3 – Profit Pool Perspective
    • BUS1106: Diagnostic Step 4 – Business Dynamics
    • BUS1107: Diagnostic Step 5 – Developing Competitor Perspective
    • BUS1108: Diagnostic Step 6 – Organizational Assessment
    • BUS1109: Diagnostic Step 7 – Evaluating Your Strategic Options
  • Designing an effective strategy: 7 steps
    • BUS1201: Three Phases of Strategy Phase II:  The Design Phase
    • BUS1202 – Design Step 1 – The Promise: Vision, Mission and Values
    • BUS1203: Design Step 2 – Developing Key Levers on Performance and Value
    • BUS1204: Design Step 3 – Establishing Priorities and Resource Allocation
    • BUS1205: Design Step 4 – Innovation and Creativity
    • BUS1206: Design Step 5 – New Organizational Approach
    • BUS1207: Design Step 6 – Risk Management
    • BUS1208: Design Step 7 – Target Results
  • Implementing plans and maximizing value: 7 steps
    • BUS1301: Three Phases of Strategy Phase III: Implementation
    • BUS1302: Implementation Step 1 – Imperatives, Actions and Responsibilities
    • BUS1303: Implementation Step 2 – Tactics and Timetable
    • BUS1304: Implementation Step 3 – Implementation Team
    • BUS1305: Implementation Step 4 – Alignment and Integration
    • BUS1306: Implementation Step 5 – Program Control
    • BUS1307: Implementation Step 6 – Full Value Capture
    • BUS1308: Implementation Step 7 – Leadership and Motivation
  • Strategic Diversification
    • WMA1106: Perspectives on Business and Portfolio Diversification
  • Preparing for leadership succession and generational transition
    • GLS1201: Introduction: Generational Transition and Succession
    • GLS1204: Leadership succession
    • GLS1202: The Ethical Will
    • CRI1201: Fostering an Entrepreneurial Spirit
  • Educating the Family
    • NXG1002: NextGen Education and Engagement
    • NXG1004: Next Generation Learning
    • NXG1005: Next Generation Education
Privacy Settings
We use cookies to enhance your experience while using our website. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. We also use content and scripts from third parties that may use tracking technologies. You can selectively provide your consent below to allow such third party embeds. For complete information about the cookies we use, data we collect and how we process them, please check our Privacy Policy
Youtube
Consent to display content from - Youtube
Vimeo
Consent to display content from - Vimeo
Google Maps
Consent to display content from - Google
Save

Consistent with a philosophy of protecting user confidentiality and data security, this website only uses internal cookies to facilitate and enhance usage on this site.

We do not allow advertising and do not communicate any information of any kind to any third parties.

Please let us know if you have any questions (info@raffleslearning.com) or click on the button below to confirm your agreement to this policy.