Continuity Model Generation

List of Illustrations VI List of Illustrated Tables VII List of Configuration Plans VII ACKNOWLEDGEMENTS AND APPRECIATION VIII INTRODUCTION TO THE CONTINUITY MODEL GENERATION X PART ONE - 21 FRAMEWORKS AND 6 META-FRAMEWORKS 1 KEYSTONE META-FRAMEWORK 1 Four Foundational Theoretical Approaches 1 Agency Theory 1 Stewardship Theory 4 Resource-Based View 7 Principal Cost Theory 9 Two Complementary Logics 10 Three Circles Framework 12 FAMILIAL META-FRAMEWORK 17 The Big Tent Framework 17 RIPCC Best Practice Dimensions 19 Four Ps Framework 20 Four Cs Framework 21 INDIVIDUAL META-FRAMEWORK 26 Five Servant Leadership Dimensions 26 Four Tests Framework 28 Four Leadership Priorities 30 Four Exit Strategies 32 GENERATIONAL META-FRAMEWORK 35 Four Ls Framework 35 Four Ownership Stages 38 Four Entrepreneurship Principles 41 TACTICAL META-FRAMEWORK 44 Family Enterprise Heterogeneity Frameworks 44 Four Rs Framework 46 Four Strategy Dimensions Framework 48 FUNDAMENTAL META-FRAMEWORK 51 Four Trust Dimensions 51 Five-Stage Life Cycle Framework 53 Stage One: Existence 54 Stage Two: Survival 54 Stage Three: Success 54 Stage Four: Renewal 54 Stage Five: Decline 55 Church and State Framework 55 Four Innovation Capabilities 57 Technology Development Capabilities 57 Business-Driven Capabilities 57 PART TWO: THE CONTINUITY CANVAS 59 STRATEGY: STRATEGIC PLANNING FOR CONTINUITY 60 Strategic Planning for Continuity I: Collecting and Collating Basic Information 60 Strategic Planning for Continuity II: Corner Concept Equals a Quadruple-Bottom-Line Scorecard 63 Financial Perspective 64 Keystone Meta-Framework: Agency, Owner-Steward, and Manager-Steward 64 Familial Meta-Framework: Issues are the Same, Perspectives Differ 65 Individual Meta-Framework: Persuasiveness 66 Generational Meta-Framework: Affordable Loss 66 Tactical Meta-Framework: Financial Perspective of the Balanced Scorecard 66 Fundamental Meta-Framework: Business Equals State 67 Social Perspective 67 Keystone Meta-Framework: Social Logic 68 Familial Meta-Framework: Commitment to Us 68 Individual Meta-Framework: Organizational Stewardship from the Four Servant Leadership Dimensions 68 Generational Meta-Framework: Learn Our Family Business 69 Tactical Meta-Framework: Customer 69 Fundamental Meta-Framework: Family Equals Church 70 Environmental Perspective 71 Keystone Meta-Framework: Resource-Based View 71 Familial Meta-Framework: Philanthropy Leader 72 Individual Meta-Framework: Organizational Stewardship 72 Generational Meta-Framework: Learn to Lead 73 Tactical Meta-Framework: Innovation and Learning 73 Fundamental Meta-Framework: Technology Development Capability 74 Talent Perspective 74 Keystone Meta-Framework: Principal Cost 74 Familial Meta-Framework: Community 75 Individual Meta-Framework One: Four Tests Framework 75 Generational Meta-Framework: Learn Business, Learn Our Family Business 76 Tactical Meta-Framework: Four Rs Framework 77 Fundamental Meta-Framework: Four Trust Dimensions Framework, Business-Driven Capabilities 77 TALENT: SUCCESSORS' TALENT DEVELOPMENT PLANNING FOR CONTINUITY 79 Successors' Talent Development Planning for Continuity I: Collecting and Collating Basic Information 88 Successors' Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship 90 Values - History - Legacy 91 Keystone Meta-Framework: Stewardship and Resource-Based View 91 Familial Meta-Framework: A Commitment to Us 92 Individual Meta-Framework: Altruism 92 Generational Meta-Framework: Learn our Family Business 92 Tactical Meta-Framework: The Steward 93 Fundamental Meta-Framework: Benevolence 94 Financial Literacy and Value Creation 94 Keystone Meta-Framework: Economic 94 Familial Meta-Framework: Big Tent Executive or Employee 96 Individual Meta-Framework: Self-Imposed Test 96 Generational Meta-Framework: Affordable Loss 97 Tactical Meta-Framework: Financial Perspective of the Balanced Scorecard 98 Fundamental Meta-Framework: Renewal 99 Governance Role Preparation 100 Keystone Meta-Framework: Three Circles 100 Familial Meta-Framework: Business or Family Governor 100 Individual Meta-Framework: Governor Exit Style 100 Generational Meta-Framework: Cousin Consortium 101 Tactical Meta-Framework: The Governor 102 Fundamental Meta-Framework: Ability and Consistency 103 Individual Development 104 Keystone Meta-Framework: Three Circles 104 Familial Meta-Framework: Four Ps 104 Individual Meta-Framework: Political Test 104 Generational Meta-Framework: Learn to Let Go 105 Tactical Meta-Framework: Four Rs 105 Fundamental Meta-Framework: Trust Dimensions 106 WEALTH: ASSET, WEALTH, AND ESTATE PLANNING FOR CONTINUITY 107 Asset, Wealth, and Estate Planning for Continuity I: Collecting and Collating Basic Information 107 Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement 109 Keystone Meta-Framework 110 Familial Meta-Framework 111 Individual Meta-Framework 112 Generational Meta-Framework 113 Tactical Meta-Framework 115 Fundamental Meta-Framework 116 GOVERNANCE: GOVERNANCE PLANNING FOR CONTINUITY 117 Governance Planning for Continuity I: Collecting and Collating Basic Information 117 Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family's Governance Philosophy 118 Business Governance 120 Keystone Meta-Framework: Four Foundational Theories 120 Familial Meta-Framework: Business Governor -- Family Governor 121 Individual Meta-Framework: Four Tests Framework 122 Generational Meta-Framework: Learn Our Family Business 123 Tactical Meta-Framework: Governance -- The Governor 124 Fundamental Meta-Framework: Renewal -- Business-Driven Capabilities 126 Family Governance 126 Keystone Meta-Framework: Family Steward 126 Familial Meta-Framework: Sense of Purpose 127 Individual Meta-Framework: Political 127 Generational Meta-Framework: Learn to Lead 127 Tactical Meta-Framework: Four Rs -- Role 127 Fundamental Meta-Framework: Trust 128 Ownership Governance 128 Keystone Meta-Framework: Owner-Stewards 128 Familial Meta-Framework: Four Ps -- Protocols Before Needed 129 Individual Meta-Framework: Persuasiveness 131 Generational Meta-Framework: Sibling Partnership 132 Tactical Meta-Framework: Responsibility 132 Fundamental Meta-Framework: Church 133 The Foundation 133 Keystone Meta-Framework: Social 133 Familial Meta-Framework: Big Tent -- Philanthropy 134 Individual Meta-Framework: Empathy and Altruism 134 Generational Meta-Framework: Crazy Quilt 135 Tactical Meta-Framework: Customer 135 Fundamental Meta-Framework: Business-Driven Capabilities 136 PART THREE: CONFIGURING A PLAN FOR THE PLANS 137 Configuration Plan One 137 Configuration Plan Two 139 Configuration Plan Three 139 Configuration Plan Four 140 APPENDIX 141 Educating Educators 141 A Program Example 144 Section One: Frameworks and Meta-Frameworks 144 Section Two: Four Plans and Cornerstone Concepts for Continuity 147 Section Three: Presenting Configuration Examples 149 Section Four: Developing Your Own Continuity Canvas and Cornerstone Concepts 151 REFERENCES AND ADDITIONAL READINGS 151