Knowing what belongs in your Foundation Statement is only half of it. This is where you face what’s getting in the way of living these principles right now — and decide what it’s going to take to close that gap.
What Happens Here
This is where you start changing the way we do things around here.
In Steps 1–3 you scored 24 statements and decided which ones you want to keep and which ones need to change. Step 4 takes every item on your change agenda and turns it into something actionable — a real conversation, with a real person, on a real date.
Not a strategic initiative. Not a committee. One conversation at a time, starting with the one that matters most.
What You’ll Do in Step 4
1
Choose your first priority — the single item from your change agenda that, if addressed, would move everything else.
2
Name the first conversation — what needs to be said, with whom, and by when.
3
Build the full plan — a conversation and a date for every item on your change agenda.
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Complete Steps 1–3 First
Step 4 is built from your Foundation Statement change agenda. Complete the scoring in Step 1 and mark your Keep/Change decisions in Step 3 — then come back here.
You scored 24 principles in Step 1 — how things actually are.
2
In Step 3 you decided which ones belong in your Foundation Statement.
3
The items below are what’s left — the ones that need to be discussed, decided on, and acted on before they can become principles your business actually stands on.
Your Directive
Tag each item —
Now — first conversations, can’t wait. Soon — next 90 days. Later — important, not urgent.
Then name the conversation for each one.
1
Set Your Priorities
Now, Soon, or Later?
NOW — First conversations
SOON — Next 90 days
LATER — Important, not now
No action items found. Return to Step 3 and complete your Foundation Statement first.
2
Your NOW Items
Name the First Conversation
Start with one of your NOW items. Name the conversation, who needs to be in it, and when it will happen.
3
The Full Agenda
One Principle at a Time
Work through each principle you want to live out. Answer the three questions honestly — then name who needs to be in the conversation and when it will happen.
The Next Tool in the FBL Toolbox™
A Conversation™
You’ve named the conversation. Now prepare for it. A Conversation is a 5-step process built to help you show up to the conversation your business most needs — prepared, not reactive. It starts where Step 4 ends.
Once the conversations have happened and the work has been done, come back. Rescore the 24 statements and generate your Foundation Statement v.2 — a new declaration that reflects where your business actually stands after doing the work. That is the document your business and your family can count on.