Family Business Consultation Management Template

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Family businesses come with their own set of unique challenges and dynamics. This template is designed to help managing partners organize and manage family business consultations efficiently.

With this template, you can ensure that all critical aspects are addressed, from initial client meetings to succession planning and conflict resolution. Stay on top of your consultations and provide exceptional service to your clients.

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Family Business Consultation Management for Priority Matrix

Family Business Consultation Management in Priority Matrix

Manage and organize family business consultations to address unique challenges and dynamics effectively.

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Proposed Tasks

Critical and Immediate

  • Task 7: Conflict Resolution (as needed)
    ☐ Address any conflicts within the business ☐ Implement effective solutions
  • Task 1: Initial Client Meeting (due in 1 day)
    ☐ Prepare for the meeting ☐ Outline client's needs ☐ Discuss potential solutions
  • Task 3: Develop Consultation Plan (due in 2 weeks)
    ☐ Create a detailed consultation plan ☐ Outline the key objectives
  • Task 5: Implement Consultation Plan (due in 1 month)
    ☐ Execute the approved plan ☐ Monitor progress regularly

Important but not Immediate

  • Task 2: Evaluate Business Structure (due in 1 week)
    ☐ Assess current business structure ☐ Identify areas of improvement
  • Task 8: Succession Planning (due in 2 months)
    ☐ Discuss potential successors ☐ Create a succession plan
  • Task 10: Exit Strategy (due in 3 months)
    ☐ Discuss possible exit strategies ☐ Help create a detailed plan

Less important but Immediate

  • Task 6: Regular Client Updates (due every 2 weeks)
    ☐ Update the client on the progress ☐ Discuss any issues or changes
  • Task 4: Client Approval of Plan (due in 3 weeks)
    ☐ Present the plan to the client ☐ Make necessary changes based on feedback

Less important and not Immediate

  • Task 9: Financial Management (ongoing)
    ☐ Assist with financial planning ☐ Review financial performance