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“Generations in Family Business” discusses the strategic roadmap including developing Initiatives and Projects, as well as strategies and measures.

The Strategic Roadmap - Initiatives & Projects

   

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Initiatives and Projects of an organization and how this fits in with the Strategic Roadmap Process.


Transcript

Tim Schuster: Welcome to our podcast for Generations in Family Business: Past, Present and Future. Our hosts for this podcast are myself, Tim Schuster, a manager in The Center for Family Business Excellence, and also with us today is …
Matt Kerzner: … Matt Kerzner and I'm the senior manager for The Center for Family Business Excellence.


More Podcasts in This Series
The Strategic Roadmap - Individual Actions

In this episode of “Generations in Family Business”, Matt Kerzner and Tim Schuster further discuss the strategic roadmap, including the importance of Individual Actions on a business. It is important to identify the initiatives and projects towards the overall game plan.


The Strategic Roadmap - Strategies & Measures

In this episode of “Generations in Family Business”, Matt Kerzner and Tim Schuster continue discussing the strategic roadmap, including the importance of developing an organization’s Strategies and Measures using Business Development, Operating Efficiency and People Development.


The Strategic Roadmap - Objectives & Goals

EisnerAmper's Family Business Manager discusses the need for an organization to have a strategic roadmap with objectives and goals. Executives should allow employees to put their fingerprint on the objectives and goals for there to be a successful strategic roadmap.



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Mr. Kerzner is a Director in the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.

Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.