CAFE Canada

Personal Advisory Group

Personal Advisory Group

Probably the most common challenge family business members face is isolation – it is often difficult to discuss problems with other family members, and those outside family business often don’t understand the unique dynamics of family enterprise.

CAFE’s Personal Advisory Group (PAG) meet the challenge head on by providing an unparalleled opportunity to discuss succession, business management, strategy and family issues with other members of family businesses.A CAFE Personal Advisory Group (PAG) is a group of 8-12 individuals, each from a family member company, who agree to meet regularly to share personal and business ideas and help each other overcome problems. It provides the group's members with expert, objective and intimate advice in an atmosphere of mutual trust and support. PAG's are open to all family members who are active in the business. Each family member will be in a different group, and there are no competing businesses in a group. As well other family members have formed groups in some of our Chapters, such as spousal groups. It is a highly successful program designed to help our members gain new perspectives and better understanding of the challenges of family business, to share experiences and to seek information.

A PAG provides group members with expert, objective and intimate advice in an atmosphere of mutual trust and support.

The keys to the group's success are confidentiality and commitment to attendance. Meetings are arranged every four to six weeks and last about three hours. Once or twice in the year a two or three day "retreat" is arranged at a remote location. The PAG is self-directed by an elected Moderator. Meetings are arranged by the Moderator or a day Chair at various members' premises or at a club, hotel, etc. The only costs incurred are those in connection with meetings and members of the PAG share these. For more information about joining a PAG in your area contact your local Chapter.

New CAFE PAG Resources

In late 2013 CAFE launched new and improved PAG resources including a new PAG Manual, PAG Training Workshops, PAG webinars and educational downloads. The new and expanded CAFE Personal Advisory Group (PAG®) Manual (96 pages) includes updated content from the original, ideas for educational presentations, a comprehensive self-discovery guide, retreat planning guide, and a variety of PAG meeting and self-assessment forms. Printed copies of the manual are available through your local CAFE chapter, or you can view an online version by logging in as a member and visiting the 'PAG Resources' webpage in CAFE's E-Learning Center.

CAFE also offered day-long CAFE PAG Workshops in 2013 and 2014 to provide practical guidance and training on how to develop and maintain highly effective PAGs that evolve with the changing needs of members over time. The workshops are conducted by Jim Reger of The Reger Group in Victoria. Jim is author of CAFE's PAG Manual and a professional facilitator with more than 25 years of experience facilitating PAGs and small groups.

Recognizing that not everyone was able to attend the live PAG workshops, the workshops were videotaped and uploaded to the 'PAG Resources' webpage in CAFE's E-Learning Center as a series of instructional videos available to members on demand. In addition, CAFE recently hosted a new webinar "Maximizing Value from Your PAG" featuring Jim Reger - it was one of the most well attended webinars yet offered. If you missed it you can view an archived version, click here. (Note: link will not be visible if you are not logged in) 

All of these resources are available in the member's-only resources section of CAFE's website and in the coming months we'll be adding more.