Recap: Lessons in Leaving a Land Legacy: A Holistic Succession/Transfer Planning Workshop

September 22nd - October 13, 2021 Holistic Management International, in conjunction with the 2021 REGENERATE Conference, ran a Lessons in Leaving a Land Legacy: A Holistic Succession/Transfer Planning Workshop. Twenty seven participants joined the workshop online from all over the US and Canada. Experienced Certified Educator and HMI Board Member, Kelly Sidoryk facilitated the workshop with assistance from HMI Program Manager, Marie von Ancken. 

The succession planning issue is on the top of many people’s minds. So many of the tools Holistic Management offers are helpful to aid in the planning process. Many of the participants had commonalities but they also all came with their own unique set of circumstances. Having a participative approach gave us the opportunity for real shared learning with the presenter, guest speakers and all of the participants. The importance of developing a shared three part Holistic Goal/Context was stressed throughout as was the realization that succession planning is a process and not just a one-time event. Kelly covered  family business theory with the three circle model; discussed the importance of continuing open and positive communication; reviewed roles, rights and responsibilities of all stakeholders and explored different personality profiles.

The participants were engaged and asked great questions as they identified their own priorities and steps to begin working on right away.

Results:  

Thank you to our sponsor for making this workshop possible: