I already have a family protocol. Now what?

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The role of the interim manager in supporting the generational transition

Un Family protocol It is a very demanding process in which the needs, interests and circumstances of each and every member of a business family are balanced with respect to the other family members, the company and its ownership.

It is a long process, lasting up to a year. that family members undertake with a mixture of anxiety, curiosity, expectation and, above all, loyalty, and crystallizes into a series of rules or agreements that must be applied in the construction and maintenance of those balances I referred to earlier.

But, after signing the Protocol, what then?

But, after reaching that point, after signing the Protocol, then what? … The feeling of anticlimax It's very common. Along with that feeling, and little by little, inertia, old routines, and the daily grind relegate that Protocol—which demanded so much time and effort from family members—first to the top shelf and then to the drawer of memories. The resulting frustration can undo all the positive effects of the Protocol itself, and it also acts as a deterrent against future consultants or collaborators who, besides being expensive, have been of no help whatsoever.

“We’ve already signed it, so what now…”

And, capitalize on the momentum of "we've already signed it, so what now..." This is essential to getting the most out of the implemented protocol. It is at this point that the collaboration of an interim manager becomes indispensable. A consultant, by definition, focuses on a specific problem, proposes solutions, and documents them; nor is it simply a trainer who transmits knowledge. An interim manager is all of that, and also supports the change processes essential for achieving the objectives set by the consultant and for consolidating the knowledge imparted by the trainer.

Interim manager, the ideal partner in the generational transition

An interim manager is someone with extensive experience in their specific field of expertise, while also contributing their own experience in people and project management. This makes them the ideal partner to facilitate the essential growth required for a successful generational transition. They are able to support and guide both the growth and professional development of the organization and the growth and professional development of family members working within the company. All of this is achieved in a flexible manner, teaching by doing rather than simply telling others how things are done, and with varying levels of involvement in the company and its people to adapt to their individual paces and cycles.

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EPUNTO has designed a specific product, the transition management service, which together with extremely flexible hiring options allows it to adapt to the needs of all family businesses, regardless of their size or circumstances.

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EPUNTO Interim Management
C. de Henri Dunant, 17, Chamartín, 28036 Madrid

Valladolid Office

EPUNTO Interim Management
P.º Pérez de Ayala, 9, local 10,
47008 Valladolid

Portugal Office

Av.República Nº6, 1ºesquerdo
1050-191 Lisboa