Parallel Planning Process (PPP) Basic360

Completing the Parallel Planning Process Basic360 Profile is like an introductory course to family business. Assess and improve the performance of your family and business planning using the Parallel Planning Process (PPP) framework.

Includes:

Provides a snapshot view of your current family business planning performance.
Provides your family with a shared vocabulary to think about planning​.
Identifies areas that the family rates as strengths and weaknesses.
Stimulates thinking about new processes for strengthening future performance.
Parallel Planning Process (PPP) Basic360
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HOW IT WORKS

Basic360 Profile

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Set Up and Invite

The Facilitator logs in, selects the Basic360 Assessment from his or her Dashboard, invites the family members (Respondents) by providing their email addresses and name or nicknames. The Basic360 Profile requires a minimum of three respondents with no maximum limit.

Check Your Mailbox

Invitations are emailed to each respondent who will have up to the expiry date determined by the Facilitator (up to a maximum of 90 days) to complete the assessment. The Facilitator can monitor the progress on his/her Dashboard and can add more respondents if needed.

Close & Review Feedback

The assessment takes under 20 minutes to complete, featuring 20 action statements across 10 family and enterprise dimensions—all based on the Parallel Planning Process. Rate each statement on a 1-4 scale, then reflect on 6 open-ended questions to guide family discussions and action planning.