By The Rural Consultant and the Succession Alliance Team
Family meetings are an essential first step in tackling the complexities of family farming businesses. Whether you're planning for succession, addressing business challenges, or simply improving communication, getting the first meeting right sets the tone for future success. Drawing on years of experience from The Rural Consultant and the expertise of the Succession Alliance, here are ten rules to ensure your first family meeting is productive and positive.
Start by identifying what you want to achieve from the meeting. Is it to discuss succession, business strategy, or improve communication? Communicate this purpose to everyone beforehand to set expectations and ensure everyone comes prepared.
Consider using an independent facilitator to guide the discussion. A neutral third party, like a succession consultant or mediator, can help keep conversations focused, manage emotions, and ensure everyone feels heard.
Invite everyone with a vested interest in the farm or business, including family members actively involved, those on the periphery, and even key stakeholders like spouses or adult children. Inclusion builds trust and prevents misunderstandings later.
Agree on rules for the discussion, such as:
Select a location that feels neutral and comfortable, like a local community hall or private meeting room, rather than the family home or office. Schedule the meeting at a time when everyone is available and not rushed by other commitments.
Create a structured agenda with key topics and time allocations. Share it in advance so participants can prepare their thoughts. Include time for open discussion but avoid letting the meeting become a free-for-all.
Your first meeting isn’t about solving every problem—it’s about opening lines of communication. Listen actively to everyone’s perspective and focus on understanding the key issues. Solutions can be addressed in future meetings.
Family meetings often involve strong emotions tied to legacy, fairness, and identity. Acknowledge these feelings as valid but ensure they don’t derail the meeting. A skilled facilitator can help manage emotional moments constructively.
Take clear, unbiased notes of what’s discussed, including any actions or decisions made. Share these notes with all participants after the meeting to ensure transparency and accountability.
End the meeting by agreeing on clear actions and next steps, such as scheduling follow-up meetings or gathering additional information. This shows progress and keeps everyone engaged in the process.
The first family meeting is a foundational moment for any farming family looking to secure their legacy. By approaching it with clear objectives, good preparation, and a focus on collaboration, you can set the stage for meaningful progress.
At The Rural Consultant and Succession Alliance, we specialize in guiding families through these critical conversations. If you need support in planning or facilitating your family meeting, reach out for expert advice tailored to your unique circumstances.