Succession Planning Resources

In FY16/17 the Sonoma County Winegrape Commission in partnership with a Risk Management Grant through USDA offered a free of charge, groundbreaking, eight-month succession planning series “Protecting Family Farms for the Next 100 Years Through Succession Planning” to all grape growers in Sonoma and Marin County.  In order to protect agriculture for the next 100 years, it is imperative that our growers invest time to plan for their business’ future and prepare the next generation.

SCWC partnered with several nationally recognized succession planning experts to bring content of the utmost value to you, your family and your business. We have made all the content from this series available online.  There were a total of 6 workshops, each building upon the previous to form a cohesive program. The series provided local farming businesses with tangible tools, best management practices and a comprehensive guide on to effectively pass your business along to the next generation. The series commenced in November 2016 and concluded in June 2017.Succession Planning Series

 

Workshop 1: Protecting your Farm Through Insurances to Manage Risk and Financial Loss and the Transfer of Institutional Knowledge Through Record Keeping Practices

Date: November 3, 2016

Featured Speakers: various speakers

Materials: PowerPoint 11.3.16

 

Workshop 2: Successfully Transitioning the Family Company to the Next Generation

Date: December 14, 2016
Featured Speaker: Dr. Lois Lang

Materials: PowerPoint 12.14.16 + Materials & Handout 12.14.16

 

Workshop 3: Strategic Planning for Farm Operations

Date: February 13, 2017

Featured Speaker: Dr. David Kohl

Materials: PowerPoint 2.13.17

 

Workshop 4: Essential “CORE” Principles and Best Practices in Succession Planning: Management Techniques for Key Manager and Employee Retention

Date: March 23, 2017

Features Speakers: Michael Saqui and Raul Calvo

Materials: PowerPoint 3.23.17

 

Workshop 5: Essential “CORE” Principles and Best Practices in Succession Planning: Management Techniques for Operational Compliance

Date: April 14, 2017

Featured Speakers: Michael Saqui and Raul Calvo

Materials: PowerPoint 4.14.17

Workshop 6: Making Sure it All Works: Achieving Success and Succession in a Multi-Generation Family Farm

Date: June 12, 2017

Featured Speaker: Dr. Donald J. Jonovic

Materials: Keynote PowerPoint 6.12.17 + Panelists PowerPoint 6.12.17 + Succession Handout 6.12.17

 

Additional Supporting Materials

View Succession Planning Questions to ask yourself

Read A Special Letter from SCW President Karissa Kruse About This Program