CREATING PURPOSE STATEMENTS TRAINING
the goal and the requirements
Creating Purpose Statement Training is where you will learn and practice tools, skills, and activities to facilitate groups to identify and articulate their unique purpose through a series of activities and experiences.
Although this training will use working with families for its context, these skills, tools, and activities are equally effective in helping any group to identify and articulate its purpose (a.k.a. mission/vision). These groups may include business boards, departments or teams, non-profit boards of directors or teams, and client couples to help them get on the same page and stay focused for their future planning and execution.
Creating, revisiting, and following a Vision/Mission statement is vital to the success of many businesses. Similarly, creating and revisiting their Family Purpose Statement provides a common vision for the family that is essential for any family that desires to maintain their financial wealth and family harmony from generation to generation. It is even more essential for families with a family business. And, it is often one of the family’s next steps upon completing a Family Alignment Milestone.
The session includes:
An overview of The Heritage Process and how it fits with financial and estate planning and with your existing practice and at what points in the process you can facilitate the creation of and periodically review the purpose statement with the family.
Understand the power and importance of a ‘purpose statement’ in general, and specifically to help a family/group thrive together for multiple generations;
Foundation elements of a purpose statement and how to frame it up for the group;
Using the tools, processes, and skills to demonstrate and practice how to help families or any other group or organization create a purpose statement.
