Retirement Onboarding - 12 Questions

Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions.

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Retirement Onboarding for Construction Owners. 12 Questions with Sue Weiler-Doke

Retirement Onboarding is even more critical during ownership transitions because often, the current owner has had nearly their whole life wrapped-up in the business for 20 to 40-plus years. Many of the best business operators have given relatively little thought to their personal retirement.  

Not having a clear Retirement Onboarding plan presents one of the biggest issues when it comes to effective Succession Planning. For the owner of the company, this must be addressed first and with clarity before the details of the plan are solidified. 


Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions. Watch the Playlist




Deliberately Building Your Perfect Life
What did you do today to improve your value-add and do more of what you love? The foundation of all sustainably growing contractors is a team with each person individually strong, sharing common values, and aligned around a common purpose.
Definition - Competency
The ability to do something (skill) at a certain level of performance (standard). A Skill Performed to Standard.
TOOL: Effective Scoreboards & Scorecards Outline
One-page summary that can be used with your team to align them around the why, what, and how of effective scoreboards and scorecards. Next steps include worksheets to inventory and evaluate your current state of scorekeeping and designing the future.