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Table of Contents

Cover

Title Page

Copyright

List of Illustrations

List of Illustrated Tables

List of Configuration Plans

Acknowledgments and Appreciation

Introduction to the Continuity Model Generation

Part I: 21 Frameworks and 6 Meta-Frameworks Keystone Meta-Framework Four Foundational Theoretical Approaches Two Complementary Logics Three Circles Framework Familial Meta-Framework The Big Tent Framework RIPCC Best Practice Dimensions Four Ps Framework Four Cs Framework Individual Meta-Framework Five Servant Leadership Dimensions Four Tests Framework Four Leadership Priorities Four Exit Strategies Generational Meta-Framework Four Ls Framework Four Ownership Stages Four Entrepreneurship Principles Tactical Meta-Framework Family Enterprise Heterogeneity Frameworks Four Rs Framework Four Strategy Dimensions Framework Fundamental Meta-Framework Four Trust Dimensions Five-Stage Life Cycle Framework Church and State Framework Four Innovation Capabilities

10  Part II: The Continuity Canvas Strategy:Strategic Planning for Continuity Strategic Planning for Continuity I: Collecting and Collating Basic Information Strategic Planning for Continuity II: Cornerstone Concept Equals a Quadruple-Bottom-Line Scorecard Financial Perspective Social Perspective Environmental Perspective Talent Perspective Talent: Successors’ Talent Development Planning for Continuity Successors’ Talent Development Planning for Continuity I: Collecting and Collating Basic Information Successors’ Talent Development Planning for Continuity II: Cornerstone Concept Equals Develop an Informed Individual Philosophy of Stewardship Values – History – Legacy Financial Literacy and Value Creation Governance Role Preparation Individual Development Wealth: Asset, Wealth, and Estate Planning for Continuity Asset, Wealth and Estate Planning for Continuity I: Collecting and Collating Basic Information Asset, Wealth, and Estate Planning for Continuity II: Cornerstone Concept Equals Produce a Handwritten Individual Legacy Statement Governance: Governance Planning for Continuity Governance Planning for Continuity I: Collecting and Collating Basic information Governance Planning for Continuity II: Cornerstone Concept Equals Craft the Family's Governance Philosophy Business Governance Family Governance Ownership Governance The Foundation

11  Part III: Configuring a Plan for the Plans Configuration Plan One Configuration Plan Two Configuration Plan Three Configuration Plan Four

12  Part IV: Appendix Educating Educators A Program Example References and Further Readings References Further Readings

13  Index

14  End User License Agreement

List of Illustrated Tables

1 Chapter 7Illustrated Table 1 POPULATING THE FOUR PERSPECTIVES USING THE FRAMEWORKS

2 Chapter 8Illustrated Table 2 POPULATING THE FOUR DEVELOPMENT CATEGORIES USING THE FRA...

3 Chapter 9Illustrated Table 3 POPULATING THE ASSET, WEALTH, AND ESTATE CATEGORIES USIN...

4 Chapter 10Illustrated Table 4 POPULATING THE FOUR GOVERNANCE CATEGORIES USING THE FRAM...

List of Illustrations

1 IntroductionIllustration 1 21−6−4×4

2 Chapter 1Illustration 2 AGENCYIllustration 3 STEWARDSHIPIllustration 4 RESOURCE-BASED VIEWIllustration 5 PRINCIPAL COSTIllustration 6 TWO COMPLEMENTARY LOGICSIllustration 7 FULLY DEVELOPED THREE CIRCLES FRAMEWORK

3 Chapter 2Illustration 8 THE BIG TENT APPROACHIllustration 9 RIPCC FRAMEWORKIllustration 10 THE FOUR Ps FRAMEWORKIllustration 11 THE FOUR Cs FRAMEWORK

4 Chapter 3Illustration 12 SERVANT LEADERSHIP FRAMEWORKIllustration 13 THE FOUR TESTS FRAMEWORKIllustration 14 FOUR LEADERSHIP PRIORITIESIllustration 15 FOUR EXIT STRATEGIES FRAMEWORK

5 Chapter 4Illustration 16 THE FOUR Ls FRAMEWORKIllustration 17 FOUR OWNERSHIP STAGESIllustration 18 FOUR ENTREPRENEURSHIP PRINCIPLES

6 Chapter 5Illustration 19 FAMILY HETEROGENEITY FRAMEWORKSIllustration 20 FOUR Rs FRAMEWORKIllustration 21 FOUR STRATEGY DIMENSIONS FRAMEWORK

7 Chapter 6Illustration 22 FOUR TRUST DIMENSIONSIllustration 23 FIVE-STAGE LIFE CYCLE FRAMEWORKIllustration 24 CHURCH AND STATE FRAMEWORKIllustration 25 FOUR INNOVATION CAPABILITIES FRAMEWORK

8 Chapter 7Illustration 26 THREE-STEP APPROACH PLAN FOR THE STRATEGIC PLAN

9 Chapter 8Illustration 27 THREE-STEP APPROACH PLAN FOR THE SUCCESSORS’ TALENT DEVELOPM...

10 Chapter 9Illustration 28 THREE-STEP APPROACH PLAN FOR THE ASSET, WEALTH, AND ESTATE P...

11 Chapter 10Illustration 29 THREE-STEP APPROACH PLAN FOR THE GOVERN-ANCE PLAN

Guide

Introduction to the Continuity Model Generation

Cover Page

Title Page

Copyright

CONTINUITY MODEL GENERATION

List of Illustrations

List of Illustrated Tables

List of Configuration Plans

Acknowledgments and Appreciation

10  Table of Contents

11  Begin Reading

12  Educating Educators

13  References and Further Readings

14  Index

15  WILEY END USER LICENSE AGREEMENT

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Continuity Model Generation

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