Family Continuity Discovery

Deploy the Family Continuity Discovery process to pave the path toward family continuity. This article provides a step-by-step approach to leverage this tool and interpret the results.

Overview:

Building your DNA Family Continuity necessitates a profound understanding of your family's strengths and struggles and the establishment of goals crucial for the development of a well-crafted succession plan. The journey towards family continuity optimization begins with a keen awareness of the current familial landscape.

Completing the Family Continuity Discovery:

For clients eager to partake in the Family Continuity Discovery, a self-service link is provided for convenient access. The discovery comprises 75 situational questions and typically requires 5-10 minutes to complete. Upon completion, participants receive a detailed PDF Report via email, summarizing their responses and providing valuable insights.

For clients eager to partake in the Family Continuity Discovery, a self-service link is provided for convenient access. The discovery comprises 75 situational questions and typically requires 5-10 minutes to complete. Upon completion, participants receive a detailed PDF Report via email, summarizing their responses and providing valuable insights.

Accessing Client's Results:

The Family Continuity Discovery operates independently from the DNA Web App. Consequently, the results are delivered via email in PDF format, giving participants the option to share them with their advisors. Advisors, in turn, receive a copy of the report, facilitating collaborative discussions on family continuity enhancement.

Enhancing Your Family's Continuity: Step-by-Step Approach:

The Family Continuity Score, a comprehensive assessment of a maximum score of 525, serves as a benchmark for understanding the family's strengths, weaknesses, and the trajectory of succession plan development. Here's a step-by-step guide to optimizing family continuity:

Step 1. Identification and Prioritization of Low Scores:

• Conduct an initial assessment of scores for each of the seven primary Family Continuity categories.
• Rank the categories based on scores, prioritizing the lowest-scoring ones.
• Allocate resources to low-scoring categories while maintaining high-scoring ones.

Step 2. Setting the Target for Optimization:

• Establish clear goals for each category, aiming for a score of 7/7.
• Acknowledge progress as crucial, focusing on specific, achievable objectives for gradual improvement.

Step 3. Incremental Improvement for Mid-Range Scores:

• Identify categories with scores between 4 and 6.
• Analyze these categories for strengths and areas needing improvement.
• Implement targeted actions for continuous, incremental progress.

Step 4. Continuous Assessment and Adjustment:

• Set a regular schedule for reassessing scores in each category.
• Use assessments to gauge family progress and identify new areas for attention.
• Adapt family strategies flexibly based on changing needs and circumstances.

Step 5. Documentation and Reflection:

• Maintain a detailed record of actions, progress, and challenges in each category.
• Regularly reflect on experiences as a family to extract insights and lessons.
• Share progress and reflections with an advisor or peer group for external perspectives.
• Repeat the Family Continuity Discovery every 6 months for continuous improvement.