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General results Global result
Between 1 and 2.99 = Low. Between 3 and 4.29 = Medium. Between 4.3 and 5 = High.
Means ... Means ... Means ... Means ... Means ...
The family business has The leadership of the The family business The family business The family business has
a strategy that has had family business has had sometimes encourages does not have any some plans, regulations,
some measure of some degree of positive innovation and this has administrative bodies and competitive
positive impact on the impact on the growth of had some measure of (family, company, resources to be able to
organization. the company. positive impact on the management boards). sustain itself in the
goals of organization. future.
There is a clear business There is a somewhat Positions at various
model but it is not proactive style of The business sometimes levels of the business There may be a plan of
necessarily understood leadership, but it is fosters the generation of are for the most part not succession and a
by those in middle focused either on new ideas but concern filled by people who are process of knowledge
management. people or on results. for quality and fully able to do the job. administration and
continuous transfer between
There is probably some Leadership tends to improvement are not There are no generations, but not
strategic plan, but it favor control rather than high priority issues. administration systems necessarily both and the
does not work very well. freedom in and there is no addition and integration
decision-making. There There is a certain information technology of new generations has
is some teamwork but enterprise focus in the in place to enable the sometimes been good
not very much family business and it family business to be for the company.
recognition. sometimes takes administered efficiently.
advantage of Communication and
opportunities that arise. teamwork between
In terms of competition, various members of the
it is defensive. family is sometimes
healthy and
harmonious.
"Elaborado por Fernando Sandoval Arzaga Ph.D. Director del Centro Internacional de Familias Emprendedoras,Tecnológico de
©Fernando Sandoval Arzaga
Monterrey, Campus Estado de México" Contacto: fsandoval@itesm.mx y ferkusan@gmail.com
Questionnaire
STRATEGY
Answer the follower items on a scale on 1 to 5. Mark from 1 (a little/not at all) to 5 (a lot/completely) as appropriate.
Is the business model of the company set out in the mind of the director or in writing?
2.1 1
To what degree is the business model of the company understood by those in middle management?
2.2 3
To what degree is the company?s strategy focused on low costs or on innovation?
2.3 3
Is your strategic plan focused on achieving short-term objectives or short-term objectives?
2.4 3
Was the strategic plan drawn up with a focus on a formal methodology or an informal one?
2.5 3
In the creation of your strategic plan, did you make use of your own internal analytical tools or did you use
2.6 3
analytical external?
How beneficial has it been for your company to have developed a strategic plan?
2.7 4
Is your operational / commercial plan in line with your strategic plan?
2.8 3
Are you carrying out a continuous evaluation of the fulfillment your strategic plan?
2.9 3
Do the indicators of your strategic plan include the following four perspectives: financial, market,
2.10 3
operations, and human capital?
Is your strategic plan updated once a year or once every five years?
2.11 3
When you have reviewed the strategy of your business, has this brought about a strengthening in your
2.12 4
business model of a change?
Have changes in your business model been by necessity or in order to take advantage of an opportunity?
2.13 3
LEADERSHIP
Answer the follower items on a scale on 1 to 5. Mark from 1 (a little/not at all) to 5 (a lot/completely) as appropriate.
Is the leadership style focused as much on the completion of tasks as on people?s satisfaction?
3.1 3
Is the motivation of personnel based more on control techniques or on inspiration?
3.2 3
Are those in middle management aware that they need to show leadership for their people?
3.3 3
Is recognition of achievements generally given more for individual effort or for group effort?
3.4 4
How beneficial has it been for the company to train and develop its personnel?
3.5 5
In general, is decision-making carried out by the highest authority or by consensus?
3.6 4
In middle management and supervisory levels, is there a lot of freedom to make decisions or little?
3.7 4
At the executive level, is there a lot of freedom to make decisions or little?
3.8 4
In a crisis situation are decisions making by just one person or by a team?
3.9 4
With important decisions, are experience and intuition taken into consideration as much as the analysis of
3.10 4
data and information?
Is top management proactive in taking action?
3.11 4
Has the company?s leadership had a positive impact on the growth of the business?
3.12 4
In decision-making, are social responsibility and respect for people?s dignity taken into consideration?
3.13 5
Does the company display a high level of innovation in its products or services?
4.1 3
Does the company display a high level of innovation in its processes?
4.2 3
Is there is a constant concern for quality and continuous improvement?
4.3 3
Is the company aggressive, in a competitive sense?
4.4 3
Generally speaking, does the company take advantage of new business opportunities?
4.5 3
Does the company encourage the generation of new ideas?
4.6 4
Are new ideas adopted by the company?
4.7 3
Has the company invested in the creation of new businesses of the next generation?
4.8 3
Does the company take advantage of the social capital that upper management and members of the family
4.9 3
have established in order to create new business?
Has the company set up systems of continuous improvement, for example, techniques and tools such as
4.10 3
Kaizen or Six Sigma?
Are there any established rewards (prizes, recognition, bonuses) for employees who come up with
4.11 4
innovations within the company?
Is the portion of the budget that is assigned to innovation greater than 5%?
4.12 3
Have innovation and the generation of ideas had a positive impact on the growth of the company?
4.13 4
INSTITUTONALIZATION
Answer the follower items on a scale on 1 to 5. Mark from 1 (a little/not at all) to 5 (a lot/completely) as appropriate.