Agenda subject to change.
| Start | End | Session |
| 6:30 a.m. | 9:00 a.m. | Registration |
| 6:30 a.m. | 9:00 a.m. | Breakfast |
| 8:00 a.m. | 8:15 a.m. | Welcome – What to expect in the next three days. |
| The DIRTT Project Course 1: The Components |
||
| 8:15 a.m. | 8:45 a.m. | The Foundation – The 5 components of a comprehensive continuity and succession plan. |
| 8:45 a.m. | 9:00 a.m. | Getting Started EXERCISE: Self-Assessment – Where are you starting from? |
| 9:00 a.m. | 10:00 a.m. | The Mindset of Transition – How to maintain a positive and healthy mindset when getting ready to lead your team/family through transition. |
| 10:00 a.m. | 10:30 a.m. | Break |
| The DIRTT Project Course 2: Setting the Stage |
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| 10:30 a.m. | 11:00 a.m. | Setting the Stage – Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning. |
| 11:00 a.m. | 11:15 a.m. | Are Your Successors Ready?EXERCISE: Successor GAP Analysis |
| 11:15 a.m. | 11:45 a.m. | The Importance of Family Meetings – What happens when we don’t talk about the tough stuff. |
| 11:45 a.m. | `12:00 p.m. | Starting the Conversation – Planning your family kick-off meeting. |
| 12:00 p.m. | 1:00 p.m. | Lunch |
| The DIRTT Project Course 3: Discovery |
||
| 1:00 p.m. | 1:30 p.m. | The Discovery Process – The importance of discovering your family members goals, concerns, and what they desire for outcomes. |
| 1:30 p.m. | 2:00 p.m. | Family Interviews – Best Practices: How to conduct discovery interviews. |
| 2:00 p.m. | 2:30 p.m. | Off-farm Heir Expectations: Inclusion, setting boundaries and communication. |
| 2:30 p.m. | 3:00 p.m. | Break |
| 3:00 p.m. | 3:30 p.m. | Interview Analysis EXERCISE: Interview SWOT |
| 3:30 p.m. | 4:00 p.m. | Baselining – The importance of reviewing foundational documents BEFORE you start making decisions. |
| 4:00 p.m. | 5:00 p.m. | Stories from the Field Panel: Farmers in transition share their top tips. |
| 5:00 p.m. | 6:00 p.m. | Happy Hour and Networking |
| 6:00 p.m. | Dinner on Your Own (complete your homework) |
| Start | End | Session |
| 6:00 a.m. | 8:00 a.m. | Registration Opens |
| 6:00 a.m. | 8:00 a.m. | Breakfast |
| 6:00 a.m. | 8:00 a.m. | Q & A With the Professionals – Bring your questions for an open forum Q & A session with the professionals. |
| 8:00 a.m. | 8:30 a.m. | Break |
| 8:30 a.m. | 8:45 a.m. | Welcome agenda for the day. |
| The DIRTT Project Course 4: Strategy |
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| 8:45 a.m. | 9:45 a.m. | Clarity is Important: Clearly define your goals, concerns, outcomes and the rules BEFORE you start planning. |
| 9:45 a.m. | 10:00 a.m. | Communication with Your Professionals – Setting your professional team up for success. |
| 10:00 a.m. | 10:30 a.m. | Meeting with Your Professional Team – How to run a collaborative professional team meeting. |
| 10:30 a.m. | 10:45 a.m. | Break |
| 10:45 a.m. | 11:30 a.m. | Panel – Why choosing the right professional team is so important. |
| 11:30 a.m. | 12:00 p.m. | Is Your Bench Strong Enough EXERCISE: Professional team analysis. |
| 12:00 p.m. | 1:00 p.m. | Lunch – Farm Management and Investors: How do they fit into your succession plan. |
| The DIRTT Project Course 5: Implementation |
||
| 1:00 p.m. | 1:20 p.m. | The Importance of Business Planning – Business planning: the framework for your succession plan. |
| 1:20 p.m. | 1:40 p.m. | Team Communication – The weekly leadership team meeting. |
| 1:40 p.m. | 2:00 p.m. | Management Succession EXERCISE: Is your team ready to lead? |
| 2:00 p.m. | 2:30 p.m. | Employing Family Members – Setting clear expectations with family who work for your operation. |
| 2:30 p.m. | 3:00 p.m. | Break |
| 3:00 p.m. | 3:30 p.m. | Sweat Equity – What is its true value? |
| 3:30 p.m. | 4:00 p.m. | Ownership Criteria – Continuity Planning – Preparing for the unexpected. |
| 4:00 p.m. | 4:30 p.m. | Determining who can be an owner in your operation and why it is important to clarify, document and communicate it. |
| 4:30 p.m. | 5:00 p.m. | Documentation and Its Role in Your Succession Plan – The importance of documenting AFTER the handshake. |
| 5:00 p.m. | 6:00 p.m. | Happy Hour and Networking |
| 6:00 p.m. | Dinner on Your Own (complete your homework) |
| Start | End | Session |
| 6:00 a.m. | 8:00 a.m. | Breakfast |
| 8:00 a.m. | 8:15 a.m. | Welcome and agenda for the day. |
| 8:15 a.m. | 8:45 a.m. | Fair vs. Equal – Making a decision that is right for you, your family and your operation. |
| 8:45 a.m. | 9:15 a.m. | Financial Planning – Ensuring your succession plan meets your future cash flow needs. |
| 9:15 a.m. | 9:45 a.m. | Estate Planning – Foundational Documents: What should be included in your estate plan. |
| 9:45 a.m. | 10:15 a.m. | Break |
| 10:15 a.m. | 10:45 a.m. | Tax planning and succession – To pay or not to pay. |
| 10:45 a.m. | 11:15 a.m. | Implementation and maintenance of your succession plan. |
| 11:15 a.m. | 11:45 a.m. | Action Plan – Pulling your action plan together. |
| 11:45 a.m. | 12:00 p.m. | Next steps |
| 12:00 p.m. | Adjourn |