Family Business Strategic Plan
Yes/No
1. Have I listed the emerging opportunities in my industry?
2. Have I listed the environmental threats to my firm?
3. Have I listed the internal strengths of my firm?
4. Have I listed the internal weaknesses of my firm?
5. Have my family and I listed our personal goals and objectives?
6. Do I have a mission statement?
7. Have I listed goals (objectives) for the firm?
8. Are the objectives for my firm in line with my family's
personal goals?
9. Are the objectives for my firm in line with the analysis of my
firm's strengths and weaknesses?
10. Have I written a strategy to meet my objectives?
11. Are my actions
- manageable (one year or less)?
- accountable (someone is responsible)?
- reasonable?
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