Home Assessment and Analysis Family and Management Advising About Us Contact Family business enterprises are often unique reservoirs of bubbling talent and drive as well as dangerous rip tides, often bucking unexpected head winds. Family business enterprises and the families who own them have many advisors to assist them with their wealth transitions, their legal structures, their complex array of assets. However, more and more families who own enterprises are seeing a need to work with family advisors who help them focus on their most precious resource: their family members. We focus on identifying and strengthening our client’s family’s value base and assist them in designing an intentional strategy for their family. Let’s face it, a family’s resilience is arguably the most important family facet – they have to last, so they can thrive. Each of us at SDL possesses a thorough understanding of critical family enterprise issues. Each of us has a long history of utilizing assessments and instruments in our practice to enhance our effectiveness to our clients. We have strong interpersonal skills – listening, confronting, challenging, straightforwardness and rapport – allowing us to build a strong affiliation with clients. Our deep experience as family business advisors and coaches uniquely positions us to make a significant impact on the challenges our clients are navigating. Core Competencies Executive Coaching Strategic Advising Organizational Design and Development Multi-dimensional Individual and Group Assessment Information Architecture and Design Business Intelligence Talent Management Family/Owner Relations Governance Relations Legacy Strategy Legacy Readiness Assessment Legacy Readiness Preparation Case Studies in Brief These are representative engagements in which we worked closely with our clients to apply a focused, directed approach to addressing their business challenges. In each engagement, we applied our expert business knowledge, unique methodology and approach to align key decision makers in their understanding of the business solution, so that there would be consistency in execution. We identified metrics that made sense to each client, and incorporated those in the design of our work. SDL was instrumental in a family-owned manufacturing company’s reinvention to meet their challenges of growth and global expansion. Objectives To identify cultural and learning barriers to increased productivity in a manufacturing environment To assess leadership capabilities in leading their manufacturing plant in reinventing itself To increase client satisfaction by providing a long-term leadership development and plant accountability plan Learn More... SDL created a framework for a corporate university which would form the baseline for career development and succession planning in their company. Objectives Design a corporate university for this turnkey land development company Leverage the corporate university as a tool to communicate corporate culture Develop an internal capacity by certifying a cadre of internal trainers to customize their corporate university curriculum Learn More... SDL designed and implemented an organizational strategy for a major integration firm. Obectives To assess the leadership and project effectiveness of a major division within this organization that had been experiencing significant growing pains To recommend changes to the organizational structure and leadership To increase client satisfaction by providing a transitional plan to mitigate the risk Learn More... SDL designed a leadership development plan to support Credit Union leadership. Objectives To determine the leadership requirements for a cadre of managers in a rapidly growing financial institution To develop a plan to strengthen existing supervisory skills and increase leadership potential Increase effectiveness of cross-functional communication to support organizational growth Learn More... SDL partnered with a 4th generation family-owned major international manufacturer in designing and executing a Succession Strategy. Objectives To assess the talent of the owner’s children to determine their suitability for succession To support the successors in their leadership development Learn More... © 2021 Strategic Designs for Learning