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The Center of Family Business Excellence illustrate their strategic roadmap laying out core values, vision statements, SWOT and succession planning.

The Strategic Roadmap - A Guide to Help Your Organization Reach its Goals

   

In the inaugural podcast of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss what the Center of Family Business Excellence is and the tools that we can use to help with the needs of a family business; our Strategic Roadmap Process.


Transcript

TIM SCHUSTER:Welcome to our inaugural podcast for Generations in Family Business: Past, Present and Future. Our hosts are myself, Tim Schuster, a Manager in the Center for Family Business Excellence. And our other host is…

Matt Kerzner: Hi, I’m 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 - Initiatives & Projects

In this episode of “Generations in Family Business”, Matt Kerzner and Tim Schuster discuss the strategic roadmap, including the importance of developing Initiatives and Projects, as well as review other aspects of a strategic roadmap, such as strategies and measures.


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.



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Mr. Kerzner is a Senior Manager 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.