1 *Family members spend more time complimenting each other than criticizing.
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2 *We build from our successes and learn from our mistakes.
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3 *Family members treat each other - and others in the business - with courtesy and respect.
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4 *Our decisions and actions are based on our values, plans and policies.
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5 *Family members in the business are there, in large measure, because they love what they do.
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6 *There is a good fit between the talent/interests of those who work in our business - and the positions they hold.
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7 *Family members are encouraged to pursue their dreams and interests.
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8 *Non-family members have been hired to fill positions family members are unable to fill well.
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9 *Family members employeed by the business are capable of performing the jobs for which they are assigned.
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10 *We have a policy that addresses how "perks" are to be distributed.
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11 *Family members whose job performance is unacceptable incur appropriate consequences.
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12 *Our policies and plans are based on our values, plans and policies.
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13 *Family members meet regularly to receive updates on important matters.
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14 *Family members are trustworthy.
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15 *Family members are encouraged to constructively express their opinion.
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16 *Important decisions made at meetings are generally reflected in writing.
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17 *We have a family council to facilitate family communication and involvement.
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18 *Family members involved in the business know if they are meeting expectations.
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19 *Roles and responsibilities are clearly defined.
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20 *Decisions and actions are made and taken in manner consistent with organizational structure.
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21 *We have a board of directors that includes capable non-family members.
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22 *We have a clear understanding of how disagreements are to be resolved constructively.
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23 *In the event of a disagreement, we strive for a constructive outcome.
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24 *We have a written code of conduct.
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25 *Family members have strong interpersonal skills.
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26 *We have a buy-sell agreement that regulates transfer of ownership in our business.
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27 *We have clear rules that govern who can work in our business - how they advance - and how they are compensated.
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28 *We have a written business and strategic plan.
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29 *We have a written succession plan that emphasizes qualifications and leadership skills.
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30 *Family members have up to date estate plans with wills, powers of attorney and health care proxies.
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