Family Businesses Affinity Map
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This document is an affinity map for a family business. It provides questions to guide discussion among family members, owners, and employees about the past, present, and future of the family and the business. The questions focus on understanding family history, culture, values, and priorities; the business's resources, strengths, and goals; and how to steward the family patrimony and leave a legacy for future generations. The affinity map is intended to facilitate open communication and planning across generations in family businesses.
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Family Businesses Affinity Map
- 1. Patrimony/Resources Patrimony Future Business Future Family FutureHistory/Heritage Issues Strenghts ChallengesCulture/Values/Principles Family Members EmployeesOwners Family Businesses Affinity Map Family:_______________________________ www.familybusinesstools.com Family members working in the business Family members that own the business Owners working in the family business Owner, employee & family member Why are we gather? What do we want to solve? What do we need to talk? Which isues has been left aside? How did the family been conformed? How did the business be conformed? What did we learn from previous generations? Which resources does the company have? Which resources does the family have? What strenghts have individually? What strenghts achieved together? What do we want for the business? How will be the company in 10 years? What do we want for the family patrimony? How will the patrimony be conformed? What do we want as family? What do we leave for next generations? How do we want our family be known? How is the family culture? Which values and principles are important as family? Which values and principles should we have? Wich values and principles made us? Which values and principles should we promote? What we focus on? What are the priorities? Adapted from the Three-Circle Model developed by Renato Tagiuri and John A. Davis (1982) Familly Businesses Affinity Map by Carlos Dotor Cacho is licensed under Creative Commons Atribution-ShareAlike 4.0 International License. http://creativecommons.org/licenses/by-sa/4.0/