Frameworks That Drive Real Results
Practical, field-tested frameworks and templates for family businesses, growing enterprises, and leadership teams — ready to apply to your organisation.
Built for Family Businesses & Growing Enterprises
These frameworks have been developed and refined through years of advisory work with family businesses, mid-size corporations, and leadership teams across industries. Each one is designed to be immediately applicable — bringing structure to complexity and clarity to difficult conversations. Share a few details to unlock instant access.
Organisation Development
S3C2 Organisation Assessment
Diagnose alignment across all five systems of your organisation.
The CILC S3C2 framework examines five interdependent elements — Strategy, Structure, Systems, Culture, and Capacity — to identify where your organisation is out of alignment. When any element is out of step, the whole system underperforms.
What you'll achieve
- Identify your highest-leverage alignment gap
- Understand how misalignment in one element ripples through the others
- Build a Point A → Point B planning table for each element
- Use diagnostic scores to prioritise improvement actions
Governance Framework
Four Room Governance
Bring clarity and accountability to family business governance.
A structured framework that maps governance across four interconnected rooms — Family, Ownership, Board, and Management — ensuring each voice is heard, each role is clear, and decisions flow smoothly through your organisation.
What you'll achieve
- Define governance boundaries between family and business
- Clarify roles across ownership, board, and management
- Reduce overlap and eliminate decision deadlocks
- Create a governance structure that scales with growth
Strategic Planning
Parallel Planning Process
Align family and business strategy in one coherent process.
The Parallel Planning Process runs family and business planning tracks side by side — so that personal goals, family agreements, and business strategy are developed together, not in conflict with each other.
What you'll achieve
- Synchronise family and business strategic priorities
- Surface hidden assumptions before they become conflicts
- Build a shared roadmap all stakeholders can commit to
- Integrate succession into ongoing business strategy
Change Management
Four Rooms of Change
Navigate organisational change with confidence and clarity.
Based on the Claes Janssen model, the Four Rooms of Change helps leaders and families understand where they are in the change cycle — Contentment, Denial, Confusion, or Renewal — and how to move forward productively.
What you'll achieve
- Diagnose where your team or family sits in the change cycle
- Understand the emotional dynamics driving resistance
- Guide conversations through confusion toward renewal
- Build change-ready culture in family-owned businesses
Family Business
Three Circle Model
Understand the overlapping systems in your family enterprise.
The Three Circle Model maps the intersection of Family, Ownership, and Business — helping you identify which "hat" each person is wearing in any given situation and why that matters for decision-making, conflict resolution, and governance design.
What you'll achieve
- Identify sources of conflict rooted in role confusion
- Clarify expectations for family members in business
- Strengthen ownership agreements and succession plans
- Improve communication across all three systems
People Development
DISC & EI Development
Build self-aware, high-performing teams through applied behavioural science.
Combining DISC behavioural profiling with Emotional Intelligence (EI) development, this framework helps individuals and teams understand how they communicate, respond under pressure, and build stronger working relationships.
What you'll achieve
- Increase self-awareness and interpersonal effectiveness
- Reduce conflict through better communication styles
- Develop emotionally intelligent leaders at every level
- Create psychologically safe, high-performing teams
Organisational Health
Employee Engagement Survey
Measure what matters and act on what you learn.
A structured engagement survey framework designed for family and mid-size businesses — capturing the signals that matter most: purpose, leadership, culture, development, and wellbeing — so you can build a workplace people choose to stay in.
What you'll achieve
- Baseline and track employee engagement over time
- Identify culture gaps before they become retention risks
- Prioritise leadership development based on real data
- Demonstrate organisational commitment to your people
Business Growth
5 Ways to Increase Revenue
Small improvements across five levers deliver massive results.
Based on the ActionCOACH 5 Ways framework, this interactive calculator shows how a 10% improvement in leads, conversion, transactions, average sale, and margins compounds into a far greater gain — and helps you identify which lever to pull first.
What you'll achieve
- See exactly how small improvements multiply across your business
- Calculate your current and projected revenue and profit
- Explore targeted strategies for each of the five growth levers
- Identify which single way will have the greatest leverage for you
Leadership Development
Leadership TASKS Map
Discover the unique combination of qualities that defines how you lead.
The TASKS Map is a structured self-discovery framework — Talents, Attitudes, Skills, Knowledge, and Style — rooted in Stephen M.R. Covey's Speed of Trust model. It helps leaders build the self-awareness that is the foundation of credibility, trust, and lasting influence.
What you'll achieve
- Map your five leadership dimensions with clarity
- Identify your natural strengths and your growth edge
- Understand how your style shapes how others experience you
- Build a foundation for a targeted leadership development plan
People Development
Find Your DISC Profile
Discover your behavioural style in 20 questions.
A free, research-based DISC behavioural assessment that identifies your primary and secondary style across Dominance, Influence, Steadiness, and Conscientiousness. Understand how you communicate, lead, and respond under pressure — with practical trait insights you can apply immediately.
What you'll achieve
- Identify your primary and secondary DISC behavioural style
- Understand your natural communication and leadership approach
- Discover how your style shapes team dynamics and relationships
- Get actionable trait insights to grow your self-awareness
Not Sure Where to Start?
Every organisation is different. Our advisors can help you identify which tools and frameworks are the right fit for your situation — and how to implement them effectively.
Speak with an Advisor