PLANMAKER
tm
PLANMAKERtm is designed to give you, other owners, family
members, and your advisors a picture of your situation, your
business operation, and a way to focus your dreams and hopes
for the future. It allows you to create a foundation on which
you can build a plan for growth, profitability, and management
succession using the approaches developed by specialists in the field.
Working through these pages is like having your own family business consultant. It can be
useful in a number of ways:
1) It opens up channels of awareness and agreement necessary for
achieving your goals
2) It allows you to focus your dreams for the future of your business
3) It serves as an essential document for your planning coordinator
as he or she helps you work through the many objectives, concerns, and
desires that can tend to make the planning process so complicated
Specifically, PLANMAKERtm will help you deal with, and manage, important personal questions about . . .
• Your individual points of view (not just the owners’, but everybody’s)
• Your joint and individual goals (to help focus on direction and reach
agreement)
• Your management, planning, security, and fairness concerns
• Your advisors, how to use them and how best they can serve you
• Your “Story,” the history of your business, the foundation for the future
A tool to help families in business
and their advisors:
•
Zero in on personal and business goals
•
Focus discussion on problem solving NOT disagreement
•
Define the critical management and succession issues
•
Uncover the most important questions
•
Address individual concerns and objectives
See inside. . .
© 2006 Family Business Management Services. All Rights Reserved.
A Management and Succession Planning Workbook for Families in Business by Donald J. Jonovic, Ph.D, and Pamela J. Jonovic. (220 pp.: Jamieson
Press: $59.95)
This workbook provides, for the first time, a comprehensive approach to succession planning that can be self-administered. Designed as a “consultant in print,”
PLANMAKERtm provides questionnaires, rating tools, and an idea/goal summary section. The workbook duplicates consulting techniques developed by the
authors over more than three decades of experience with thousands of family
companies. It can be used independently or with professional advisors.
PLANMAKERtm provides individuals
with “gauge” sheets on which they can
express their opinions and attitudes
on a wide variety of relevant business
topics. These are then summarized on worksheets like the GoalSetter Worksheet (left)
to get a clearer picture of general agreement
and disagreement—an essential starting point
for problem solving.
PLANMAKERtm also provides many different visual
summary tools in its summary section. Bar graphs and
similar visual techniques illustrate worksheet results
at a glance. On the right, the goal priorities identified
on a summary worksheet are boldly represented, providing
meaningful comparisons at a glance.
PLANMAKERtm helps you explore the key issues of
succession and estate planning. On the left is an example of an individual survey sheet on compensation.
It affords individual employees the opportunity to express attitudes toward the present compensation plan, and
then uses a “Wish List,” where they can express personal
priorities as to forms of compensation they most desire.
PLANMAKERtm helps encourage and focus essential discussions about the present and the future.
On the right is the “Focus Grid,” a tool designed
to guide decisions about strategic options for the
business. Thesediscussions are important to planning
succession and ownership transnsition.
PLANMAKERtm is an important help to professional
advisors—attorneys, accountants, insurance professionals—as they work to translate your goals
and objectives into technically sound, implemented
plans. The “Asset Distribution Intentions” sheet to the left
is one example of how this assistance works. The owner or
owners each estimate how they would like to see personal
and business assets distributed. This information, collected
from present owners only, helps the advisors determine
which planning options will work the best.
See order form on next page. . .
TO ORDER:
Use this form to prepare your order, then use any of our four convenient
order methods:
Phone:
FAX:
Internet:
Mail:
Call 800/566-6842 with your VISA or MasterCard number
Telefax your credit card order to 216/752-4100
http://www.familybusinessmgt.com
Send the order form to:
Family Business Management Services
Book Order Department
Post Office Box 201400
Cleveland, Ohio 44120
Unconditional Guarantee: Your absolute satisfaction is important to us. If, for any reason, this
book doesn’t meet your expectations, return it undamaged within 10 days and Family Business
Management Services will immediately refund your payment (less shipping/handling) in full.
Please send _____ copies of the Planmaker tm Workbook at US$59.95 per copy.
Total Price ....................................................................................................... _______
Ohio Residents Add Applicable ______________County Sales Tax ............. _______
Shipping/Handling:
US Surface (US$9.50 first copy; US$2.50 per additional) ........................ _______
International Surface (US$12.50 first copy; US$4.50 per additional) ....... _______
International Air (US$18.00 first copy; US$6.00 per additional) .............. _______
TOTAL DUE .................................................... _______
Check/Money Order Enclosed
VISA
MasterCard
Credit Card Number:
Card Expiration Date:
/___/___/___/___/___/___/___/___/___/___/___/___/___/___/___/___/
Month:____ Year:____
Credit Card Billing Address:
Name:_________________________________________________________________________________
Company:______________________________________________________________________________
Address:_______________________________________________________________________________
City:______________________________________________________ State:______ Zip: _____________
Daytime Phone: (_____)______________________
Shipping Address (if different from your billing address):
Home
Business
Name: _________________________________________________________________________________
Address:________________________________________________________________________________
City:_______________________________________________________ State:______ Zip: _____________
Quantity Discounts Available. Phone: 800/566-6842