Beta
FBL Toolbox — July 2026
← Step 2
Family Business Life
FBL TOOLBOX
← Step 2The Foundation Statement
Step 1 Required

Your Foundation Statement is built from your Step 1 scores. It looks like those scores aren’t here yet — they may have been cleared, or you may be on a different device or browser than where you completed Step 1.

← Go to Step 1
What You’re Building
Your Foundation Statement is an honest document — not a mission statement.

Most businesses have aspirations written on a wall somewhere. This is different — it says what is actually true, and what you’re committing to make true.

Choose Your Path

Path A  ·  Start Here
Declare My Principles

Your scores. Your reflection. Your Foundation Statement — built from what you know right now.

Produces → Foundation Statement v.1
Path B  ·  Others Have Spoken
See the Gap Report

See where your view aligns with your respondents — and where it doesn’t. That gap is the work.

Beta Preview

The full Gap Report — with your actual respondents — launches after beta ends July 1. For now this uses sample data so you can see exactly what your report will look like.

Produces → Foundation Statement v.2
01
For Each Statement
Include It in Your Foundation?
You Make the Call — One Principle at a Time
Your Step 1 score is shown for context. For each principle, choose one:
Include Now — “This goes into Version 1 of my Foundation Statement. I’m standing on it today.”
I Want This — “This principle isn’t part of how we operate yet. Before I can add it to my Foundation Statement, it needs to become something we actually live — not just something I want to be true. Step 4 is where the work begins to bring it to life inside our business.”
I Don’t Want This — “This is not a principle I want as part of my Foundation Statement.”
Progress
0 / 24 decided
Your Principles

These 24 cover the most common ground. Your Foundation Statement has space for principles that are uniquely yours.

Step 2
Ready to Build Your Foundation Statement

Once all 24 are marked, your Foundation Statement v.1 is ready.

Mark all 24 statements above to unlock.
01
The Gap Report

Your I-position alongside theirs. Where they diverge — that gap is not a problem to fix. It is a conversation to have.

Aligned
Gaps
Their I-Positions
02
Declare Your I-Position

Informed by what you saw in the gap report, mark each principle. Include it now, declare you want it, or say you don’t. These are your I-positions — one principle at a time.

0 / 24 marked
Your Principles

These 24 cover the most common ground. Your Foundation Statement has space for principles that are uniquely yours.

03
Your Change Agenda

Wide gaps and statements you flagged for change. This is the conversation agenda for your business.

Step 4
Ready to Build Your Foundation Statement

Once all 24 are marked, your Foundation Statement is ready.

Mark all 24 statements above to unlock.
Foundation Statement  ·  Version 1
Your principles are declared.
This is your I-position — named, owned, and in writing. Scroll down to read it.
My I-Position  ·  Family Business
Foundation Statement
v.1 Version 1  · 
Built with
FBL Toolbox

These are the principles I believe guide how we do things around here in our family business. I am naming them. I am putting them in writing. I stand by these.

This is Version 1 — my I-position. What I know to be true about how this business operates and what I am declaring as my principles. I built it alone. On purpose.

I
I know this to be true — and I’m putting it in writing
What I Stand On

These are already in the fabric of how this business operates. I am staking my leadership on them.

II
I want this — we’re not there yet, but I’m committed to leading us there
What I Am Working Toward

We are not living these yet — all of us. But I believe we should, and I am committing to lead that change. These belong in our Foundation because I intend to make them part of who we are.

Signed
Name & Title
Date
Month / Year
v.1
IV
What Comes Next
This Is Where I Start.
v.1 My I-position. Where I stand.
v.2 Their I-positions. Where they stand — and where they diverge from mine.
v.3 Our We-position. The principles this business has collectively declared, worked through, and signed off on together.

Step 4 is where I name the conversations I need to have — and where the work of getting to Version 3 begins.

Go to Step 4 →