Parallel Planning Process (PPP) Advanced360
Create a benchmark for reflection and discussion of planning skills so you can develop new capabilities. An annual comparison can help you identify your achievements over the years and reinforce the benefits of working as a family team to strengthen your family and business planning.
The Facilitator logs in, selects the Advanced360 Assessment from his or her Dashboard and invites the family members (Respondents) by providing their email addresses and names or nicknames. The Advanced360 Profile requires a minimum of three respondents with no maximum limit.
Your respondents will each receive an email from Family and Business Learning with the subject “You are invited to complete the Advanced360 Scorecard for {your survey name}” with a unique link to complete their own assessment.
The assessment takes under 40 minutes to complete, featuring 70 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 15 open-ended questions to guide family discussions and action planning.
Once the assessment is closed, an Individual Feedback Report will be emailed to each respondent, showing the respondent's responses and how they compare to the rest of the family members who participated. A Facilitators Feedback Report (FFR) with the identity and responses of all respondents will be sent only to the Facilitator (the individual who initiated the assessment and invited the participants to the assessment). The Facilitator should organise a family meeting in the next two weeks to discuss the feedback and plan future actions together with the family.