Seven Critical Issues of
Business Transition Planning™

The basis for providing comprehensive transition planning and implementation are

1.	Leadership Leaders rally people toward a better future Leaders establish values Leadership at all levels Talent, knowledge and skill Leaders see opportunity...and act
2.	Relationships Impact on performance capability Emotional intelligence Teamwork - getting people to work together Relationships create the conduit of business performance Aligning goals and expectations
3.	Ownership & Leadership Transition Ownership will transfer What do you want your business to become? Building stakeholder value Creating choices Getting what you want ... in time to enjoy it
4.	Strategic Planning & Implementation Creating clarity and focus Enabling high predictability for success Addressing the key issues Optimizing resources and opportunities Creating a successful tomorrow
5.	Management Performance - Predictability & Balance Predictability and balance The people plan The systems plan The customer plan - marketing The financial plan - budgeting
6.	Financial Performance Financial management - basic to success Financial management - slow to change Best practices What else can we do? The better the process, the better the results
7.	Personal Financial Outcome Know what you are working for Balance resources between business and personal needs There is an end point...what is it? Making a plan that works...and work the plan Achieve peace of mind and freedom of action

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