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.
|Did your participation in this workshop help motivate you to review, update or create a contingency plan (ie. will, estate plan, etc.)||80%|
|Overall satisfaction of the workshop?||100%|
|Would you recommend this workshop to others?||100%|
Participants reported the most useful things they learned during this workshop were: "Styles of effective communication during the planning processes, ways to destress the transfer planning process, and the importance of thoroughly planning for each aspect of the transfer and beyond" "Be welcoming; be flexible; plan to change with time" "It's important to engage all ages of the family in the effort and look for common ground"