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Alberto Gimeno Sandig and María José Parada

Responsable de más del 50% de la riqueza global, la empresa familiar tiene un rol prominente en la generación de puestos de trabajo, innovación y progreso en todas las sociedades. Pero ¿qué diferencia a una empresa familiar?, ¿En qué medida tiene implicaciones para los profesionales que la componen? A través de este curso, aprenderemos a leer la globalidad de una organización familiar así como a evaluarla.

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Responsable de más del 50% de la riqueza global, la empresa familiar tiene un rol prominente en la generación de puestos de trabajo, innovación y progreso en todas las sociedades. Pero ¿qué diferencia a una empresa familiar?, ¿En qué medida tiene implicaciones para los profesionales que la componen? A través de este curso, aprenderemos a leer la globalidad de una organización familiar así como a evaluarla.

Este curso está diseñado para ayudarte a entender lo complejo de gestionar empresas familiares debido a las dinámicas que se generan por el solape entre empresa y familia y por tanto introduciendo desorden entre sí. También pretende proveer de herramientas para generar orden en la empresa familiar dadas esas dinámicas particulares. Este primer curso provee de las herramientas necesarias para gestionar la creciente complejidad de la empresa familiar de generando sistemas de orden que permitan absorber esa complejidad.

Este curso representa la base para entender la empresa familiar desde una mirada sistémica y por tanto holística. A partir de esta mirada se puede profundizar más en aspectos relacionados a modelos de empresa familiar y al rol que jugamos individualmente dentro de este sistema complejo de interacciones y relaciones.

Si estás interesado en profundizar más en el tema, te recomendamos realizar el segundo curso "Modelos de empresa familiar: del capitán al grupo inversor" https://www.coursera.org/learn/modelos-de-empresa-familiar, en el que se requieren los conocimientos ofrecidos en este primer curso y que nos permite hilar más fino aplicando la teoría del modelo de riesgo estructural, abordado en este curso, de forma más precisa, es decir, dependiendo del modelo de empresa familiar que veremos está condicionado por el modelo mental de la familia empresaria.

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What's inside

Syllabus

La gestión en la Empresa Familiar
Teoría de sistemas y complejidad empresa y familia
Institucionalización de la empresa familiar
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Diferenciación de roles y profesionalización
Comunicación y sucesión de la empresa familiar
Proyecto final

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Dirigido a profesionales que trabajan en empresas familiares o que tienen intención de incorporarse a ellas
Diseño sistemático que introduce de forma ordenada las dinámicas de la empresa familiar
Proporciona herramientas para gestionar la creciente complejidad de las empresas familiares
La base para comprender la empresa familiar desde una perspectiva holística
El primer curso de una serie que profundiza en los modelos de empresa familiar
Requiere conocimientos previos para acceder al segundo curso de la serie

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Reviews summary

Excellent course

This course provides a comprehensive understanding of the complexities of managing family businesses, offering tools to navigate the unique dynamics and challenges.

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in La gestión en la empresa familiar with these activities:
Revisit business management concepts
Revisit general concepts of business management to ensure a strong foundation for delving into family business complexities.
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  • Summarize key principles of organizational management, including planning, organizing, leading, and controlling.
  • Review theories on business strategy, decision-making, and resource allocation.
Follow tutorials on family business dynamics
Complement course materials by exploring online tutorials that provide insights into family business dynamics, including the influence of family relationships on business operations.
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  • Locate reputable sources offering tutorials on family business management.
  • Choose tutorials that cover topics relevant to course modules, such as communication, conflict resolution, and succession planning.
  • Take notes and reflect on the insights gained from the tutorials.
Connect with family business professionals
Complement theoretical knowledge with practical insights by seeking guidance and advice from experienced professionals in the field of family business.
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  • Identify individuals who have a successful track record in family business management.
  • Reach out to potential mentors and request an informational interview.
  • Prepare specific questions related to your interests and career aspirations.
Three other activities
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Participate in online discussion forums
Engage with fellow students and share perspectives on course topics. Active participation in discussions helps clarify concepts and deepen understanding.
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  • Join and actively participate in designated discussion forums.
  • Pose thoughtful questions related to the course material.
  • Respond to peers' posts, providing insights and alternative viewpoints.
Analyze case studies of family businesses
Apply theoretical concepts learned in the course by analyzing real-life examples of family businesses. This helps develop critical thinking and decision-making skills.
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  • Identify and gather case studies that illustrate different aspects of family business management.
  • Read and analyze the case studies, paying attention to the challenges and successes faced by the businesses.
  • Formulate recommendations and discuss potential solutions based on your analysis.
Develop a family business plan
Integrate knowledge gained throughout the course by creating a comprehensive family business plan that addresses key areas such as strategy, governance, and succession.
Show steps
  • Gather necessary data and information about the family business.
  • Define the business's mission, vision, and values.
  • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats.
  • Develop a strategic plan outlining goals, objectives, and strategies.
  • Consider legal and financial implications and seek professional advice when necessary.

Career center

Learners who complete La gestión en la empresa familiar will develop knowledge and skills that may be useful to these careers:
Family Business Consultant
Family Business Consultants advise and assist family-owned organizations on a range of issues, including business strategy, succession planning, ownership transitions, and conflict resolution. The course "La gestión en la empresa familiar" provides a comprehensive overview of challenges and solutions unique to family businesses. This course's coverage of communication, leadership, and institutionalization is particularly relevant to a Family Business Consultant and can help build a foundation for success in this field.
Family Business Owner
Family Business Owners lead and manage family-owned companies, making decisions that impact the business, its employees, and its family members. The course "La gestión en la empresa familiar" helps build a foundation for Family Business Owners by providing an understanding of family business dynamics, governance, and succession planning.
Business Analyst
Business Analysts identify and solve business problems, often within the context of an organization's IT systems. The course "La gestión en la empresa familiar" provides a strong foundation for Business Analysts working with family businesses. Its focus on understanding the unique challenges of family businesses can aid in developing solutions that are sensitive to the dynamics of these organizations.
Accountant
Accountants prepare and maintain financial records, and provide financial advice, for businesses and individuals. The course "La gestión en la empresa familiar" provides a foundation for Accountants working with family businesses. Its coverage of family business dynamics, succession planning, and estate planning can help Accountants understand the unique accounting and tax considerations of family businesses.
Management Consultant
Management Consultants provide advice and assistance to organizations on a range of management issues, including strategy, operations, and human resources. The course "La gestión en la empresa familiar" provides a foundation for Management Consultants working with family businesses. Its coverage of family business dynamics, succession planning, and corporate governance can help Management Consultants understand the unique challenges of family businesses.
Investment Banker
Investment Bankers provide financial advice and services to corporations, governments, and high-net-worth individuals. The course "La gestión en la empresa familiar" provides a foundation for Investment Bankers working with family businesses. Its coverage of corporate governance, succession planning, and family business dynamics can help Investment Bankers understand the unique considerations involved in advising family businesses.
Financial Advisor
Financial Advisors provide financial planning and investment advice to individuals and families. The course "La gestión en la empresa familiar" provides a foundation for Financial Advisors working with family businesses. Its coverage of family business dynamics, succession planning, and estate planning can help Financial Advisors understand the unique financial planning needs of family businesses.
Lawyer
Lawyers advise and represent clients on legal matters. The course "La gestión en la empresa familiar" provides a foundation for Lawyers working with family businesses. Its coverage of family business dynamics, succession planning, and estate planning can help Lawyers understand the unique legal issues involved in representing family businesses.
Wealth Manager
Wealth Managers provide investment advice and financial planning services to high-net-worth individuals and families. The course "La gestión en la empresa familiar" provides a foundation for Wealth Managers working with family businesses. Its coverage of family business dynamics, succession planning, and estate planning can help Wealth Managers understand the unique needs of family businesses and their owners.
Human Resources Manager
Human Resources Managers oversee the human resources functions of an organization, including recruiting, hiring, training, and employee relations. The course "La gestión en la empresa familiar" provides a foundation for Human Resources Managers working with family businesses. Its coverage of family business dynamics, communication, and leadership can help Human Resources Managers understand the unique challenges of managing human resources in family businesses.
Marketing Manager
Marketing Managers develop and execute marketing campaigns to promote products or services. The course "La gestión en la empresa familiar" may be useful for Marketing Managers working with family businesses. Its coverage of family business dynamics and communication can help Marketing Managers understand the unique challenges of marketing family businesses.
Sales Manager
Sales Managers oversee the sales function of an organization. The course "La gestión en la empresa familiar" may be useful for Sales Managers working with family businesses. Its coverage of family business dynamics and communication can help Sales Managers understand the unique challenges of selling to family businesses.
Operations Manager
Operations Managers oversee the day-to-day operations of an organization. The course "La gestión en la empresa familiar" may be useful for Operations Managers working with family businesses. Its coverage of family business dynamics and communication can help Operations Managers understand the unique challenges of managing operations in family businesses.
Chief Executive Officer
Chief Executive Officers (CEOs) are responsible for the overall management and direction of an organization. The course "La gestión en la empresa familiar" may be useful for CEOs working with family businesses. Its coverage of family business dynamics, succession planning, and corporate governance can help CEOs understand the unique challenges of leading family businesses.
Entrepreneur
Entrepreneurs start and manage their own businesses. The course "La gestión en la empresa familiar" may be useful for Entrepreneurs who want to start or manage a family business. Its coverage of family business dynamics, succession planning, and corporate governance can help Entrepreneurs understand the unique challenges of starting and managing a family business.

Reading list

We've selected six books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in La gestión en la empresa familiar.
Este libro proporciona una visión completa de la empresa familiar, desde su definición hasta las estrategias para su gestión y crecimiento. Es un recurso valioso para comprender la idiosincrasia de este tipo de organizaciones.
Este libro ofrece una guía práctica sobre el establecimiento y funcionamiento de los consejos familiares, complementando el módulo del curso que cubre este tema.
Este libro ofrece consejos prácticos y herramientas para construir y mantener una empresa familiar exitosa, enfatizando la importancia de la planificación y la comunicación.
Este libro desafía las teorías tradicionales de gestión de empresas familiares y ofrece un nuevo enfoque para lograr el éxito.
Esta guía legal proporciona información completa sobre las implicaciones de gobernanza e impuestos para las empresas familiares.
Esta obra proporciona una guía práctica sobre la creación y uso de protocolos familiares, complementando el módulo del curso que cubre este tema.

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