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"These are long-term decisions that have far-reaching impacts — not just for us, but for future generations." Host Laurie Barkman sits down with Jennifer Wilson, founder of Oak Bay Coaching and Consulting and former CEO of the Canada Homestay Network — a family business her mother started in 1995 from a bed and breakfast in Toronto that has since placed over 100,000 international students across Canada. Jennifer joined the company as an accidental second-generation leader, grew into the CEO role after completing her MBA, and spent 17 years building the organization before transitioning to chair in 2022. She built a co-CEO structure, created a board of directors from scratch, and navigated a partial management buyout — all while keeping the family intact. Here's how she did it. Key Insights The CEO handoff is as much symbolic as it is structural. Jennifer's mother passed her a vintage recipe box — the company's original "analog database" — in front of the entire team at a company retreat. That moment publicly transferred authority and gave the whole organization clarity about who was leading. Succession isn't just paperwork — it's a signal. A co-CEO structure can work — but only under two conditions. Different skill sets and clearly separated accountabilities are non-negotiable. Jennifer hired an HR consultant who specializes in co-CEO models, created distinct strategic plan line items for each CEO, and built separate performance reviews. When both conditions are met, both leaders say they wouldn't want to do it alone. Leadership succession and ownership transition are not the same thing — and confusing them is costly. Jennifer separated the two processes deliberately. She transitioned leadership years before she transitioned ownership, and treating them as distinct conversations gave the family time to think clearly about equity, estate planning, and sibling fairness without the pressure of an operational handover happening simultaneously. Give your successors enough time. Jennifer gave her two internal candidates 18 months of lead time before officially stepping back. That window allowed for trust-building, task delegation, and honest conversations about whether each person actually wanted the role. One of them said no — and that was crucial information to have before the transition, not after. Family-to-management buyouts require a mind shift, not just a legal agreement. The reframe that unlocked Jennifer's MBO: instead of "they're paying for the business with our revenue," think "we sold it on day one and they're paying us back." That shift changes the emotional dynamic — and the 80/20 split they landed on was driven in part by Canadian tax thresholds that required each buyer to hold over 10% equity. Chapters: 00:04 Introduction of Jennifer Wilson 02:08 Origin Story: How Canada Homestay Network Began 04:30 Jennifer's Unexpected Path Into the Family Business 07:12 Flash Forward: When Succession Conversations Started 08:40 The Recipe Box Ceremony: A Symbolic Handoff 09:36 The Trio: Running the Business as a Family Team 12:00 Deciding to Think About Her Own Succession 13:12 Building a Self-Managed Organization 16:05 Identifying and Developing Internal Successor Candidates 18:24 The Big Reveal: A Co-CEO Structure 18:53 How the Co-CEO Model Works in Practice 21:15 Governance: Building a Board and Separating Strategic vs. Operational Plans 24:28 Pitfalls and What Went Wrong: When One Candidate Said No 25:21 COVID: Laying Off 100 People in Six Months 29:01 Ownership Transition vs. Leadership Succession 29:37 Equity, Estate Planning, and Sibling Fairness 38:17 The Management Buyout: How the 80/20 Split Was Determined 40:23 Top Takeaways for Founders and Next-Gen Leaders Is your business truly ready—and are you? Take the Succession Readiness Assessment to get a clear snapshot of where you stand and what to focus on next. https://btsherpa.com/succession P.S. Most owners don't realize where they stand until they're already in a transition. Take a few minutes now to understand your readiness—and give yourself more options later.
Can companies operate effectively without bosses, titles, or hierarchies? How can organizations empower employees to take full ownership of their roles while maintaining accountability and productivity?In this episode of the Value Creators Podcast, Hunter Hastings speaks with Doug Kirkpatrick, author of The No Limits Enterprise and a pioneer of self-management. Doug shares his experience implementing self-management at The Morning Star Company, a firm that scaled successfully without traditional managers or management.Key insights include:The two core principles that enable a self-managed organization: no coercion and keeping commitments.How the Colleague Letter of Understanding (CLOU) replaces job descriptions and performance reviews.Why bureaucratic hierarchies are outdated and how eliminating them enhances agility and innovation.The evolving role of leadership as facilitators rather than controllers.The connection between self-management, trust, and high business performance.How AI and digital transformation are making self-management more relevant than ever.For business leaders, entrepreneurs, and anyone looking to rethink traditional management, this episode offers a compelling look at the future of work. Discover how to transition from a control-based hierarchy to a high-trust, self-managed enterprise.Resources:➡️ Learn What They Didn't Teach You In Business School: The Value Creators Online Business CourseConnect with Doug on LinkedInRead Doug's Blog on “The Future of Work”Get Doug's Book The No-Limits EnterpriseRead Morning Star's Success StoryConnect with Hunter Hastings on LinkedInThe Value Creators on Substack
Today I am wearing only the E hat - Executive. Since I started on this journey over 43 years ago, the first 2/3's of my career was consulting with the C Suite (CEO, COO, etc.) on building a sustainable organization that could also achieve rapid growth. S11 E5 The Self Managed Organization Once a business gets to a certain size these two objectives seem to be mutually exclusive. Based on that experience I built a collection of business rules that when combined created high performing, fast growth companies that had long futures. This is my story. I have a different view of things than traditional media and consulting. The lessons we learned turning around a small radio station taught me two things: I love the industry, and it has no future. Loving the industry satisfied a need that was decades old. Answering the question of how do we bring corporate consulting to where it will have the greatest impact - small business? It was obvious the medium of audio, broadcasted globally, could reach the 375 million small business owners employing 57% of everyone in the private sector. Finally, after years of working on finding a business model and delivery method, I had the answer. Radio, AM in particular, is a bandwidth without a profit model. The last 3 decades of syndicating political speech and automating radio stations were spent. What if we used the radio spectrum and the internet to niche the market and provide insights and tools critical to starting, growing, and exiting a business? What if the radio was the plumbing bringing water to your house, and the water was consulting? This different approach is instilled in everything we do at IBGR. Our principles are to provide entrepreneurs with everything they need to build generational wealth and create jobs regardless of their geographic location. Everything we do is demand-based; what is required to start fast and successfully, what is required to scale the business with growth that can be sustained, how does the owner achieve their end game. As serial entrepreneurs, we understand owners need to feel connected. All of us want feedback and control. We want instant response to decisions and the agility to implement. We want the ability to deploy resources efficiently and accelerate momentum to create quick wins. At IBGR, we understand the relationship between the owner and their business, their investment and risks in this act of creation.
Zero command control. Natural leadership. This podcast is for all people interested in self-management and the “leadership we need for the future”. Doug Kirkpatrick is an author, speaker and expert when it comes to organisational development. He helped set up a company in the 1999s (Morning Star) entirely based on self-managed and self-control. The company went from 24 to 5000 employees, from zero to a billion dollars. In this podcast he shares how they set it up, how they recruited their team and how self-management drives superior business performance. We talked about keeping commitments, integrity, trust, respect, communication – and God. A deep dive on how we can make organisations thrive with engaged, innovative and self-directed leaders. Here are some resources, we discussed in the podcast: Doug’s TED Talk: https://www.youtube.com/watch?v=Ej4n3w4kMa4 Doug’s book, From Hierarchy to High Performance: Unleashing the Hidden Superpowers of Ordinary People to Realize Extraordinary Results: https://www.amazon.com/Hierarchy-High-Performance-Superpowers-Extraordinary-ebook/dp/B07GD26GRT Doug’s book, Beyond Empowerment: The Age of the Self-Managed Organization: https://www.amazon.com/Beyond-Empowerment-Age-Self-Managed-Organization/dp/1944878386 Doug’s Huffington post article, 12 Keys to the Workplace of the Future: https://www.huffingtonpost.com/great-work-cultures/twelve-keys-to-the-workpl_b_7986378.html? Future of Leadership Salon: https://www.futureofleadership.salon Philosophy-in-Business: www.pib.net
Join us for an illuminating interview with Doug Kirkpatrick, author of Beyond Empowerment: The Age of the Self-Managed Organization. Learn how Doug has successfully developed self-managed organizations, the power of managing complexity with simplicity, and how to overcome obstacles to self-management. Doug will share his insights on strategies, tools, and best practices for designing a successful, sustainable self-managed organization.
Raised on pioneer Morning Star’s self-management practices, Doug Kirkpatrick knew autonomy from the start. His book Beyond Empowerment: The Age of the Self-Managed Organization has been revised to include updates and more stories of companies taking steps toward self-management and the compelling benefits. In this interview with Insight to Action host and global change agent, Dawna Jones, they talk about:Why the term is ‘beyond empowerment’ and the fatal flaw in empowerment programs,Why the term employee is obsolete and the importance of language in the future of workWhy you are already self-managing and didn’t realize itWhy you can’t be fired in a self-managing companyWhy change is fluid and non-threatening in a self-management contextHow decisions get madeUsing scenarios and game theory to handle the unpredictable nature of financial planningHow big to small companies are applying the principles and practices of self-management including manufacturing giant Haier.Doug Kirkpatrick is an organizational change consultant, TEDx and keynote speaker, executive coach, writer and educator. Doug played the first season of his business career in the manufacturing sector, principally with The Morning Star Company of Sacramento, California, a world leader in the food industry. He now engages with the Morning Star Self-Management Institute and other vibrant organizations and leaders to co-create the future of management. Doug is part of the Great Workplace Cultures network and he regularly blogs for the Huffington Post Great Workplaces.Dawna previously interviewed Doug for her Evolutionary Provocateur podcast. That replay is posted on Management-Issues.com Tomatoes and Self-Management or in iTunes.Host Dawna Jones designs creative ways to get tough conversations and small to large transformational tasks accomplished while strengthening health. Her expertise lies in using personal and organizational energy for creative and constructive purposes, decision-making in complexity and self-realized leadership. www.InsighttoAction.com Follow me on Twitter http://Twitter.com/EPDawna_Jones or LinkedIN: https://www.linkedin.com/in/dawnahjones/The intro music is provided by Mark Romero of www.markromeromusic.com. Mark is the former CEO of a semi-conductor firm whose music has been scientifically tested and proven to create coherence in the body. In other words, you feel better. See acast.com/privacy for privacy and opt-out information.
27 years ago, the founder of Morningstar sat his then-small staff down to share his idea for core principles as a foundation that they could grow an enterprise upon. Organizational consultant Doug Kirkpatrick was in that small group, and today Morningstar's two founding principles are still at the core of what is now the largest demand processor in the world:1. People shouldn’t use force or coercion against each other.2. People should honor the commitments they make to each other. Doug has turned his experience into a career, having authored "Beyond Empowerment: The Age of the Self-Managed Organization" and begun the Self-Management institute.The interest in updating organizational management has exploded worldwide, driven in part by technology but also by people's desire to enjoy their work and be autonomous and self-managing. Leaders are now looking around at how the world of work is changing and realizing that they need to understand this change because it affects their business. Doug offers advice to executives and middle managers, and also shares his thoughts on Gary Hamil's "management tax".SolutionsIQ's Josh Fruit hosts at Business Agility 2017 in New York City.About Agile AmpedThe Agile Amped podcast series brings Agile news and events to life. Fueled by inspiring conversations, innovative ideas, and in-depth analysis of enterprise agility, Agile Amped provides on-the-go learning – anytime, anywhere. To receive real-time updates, subscribe!Subscribe: http://bit.ly/SIQYouTube, http://bit.ly/SIQiTunes, http://www2.solutionsiq.com/subscribe...Follow: http://bit.ly/SIQTwitter Like: http://bit.ly/SIQFacebook
This week The Satisfactionist Podcast talks about the success we have had since our launch, we talk about an upcoming live event and how the show will be giving back as we talk about our fundraising ambitions to assist the organizers of The Fry Brad Cook Off, an event sponsored by Northern Circle Indian Housing Authority. We also welcome our special guest Doug Kirkpatrick, author of Beyond Empowerment: The Age of the Self-Managed Organization. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/satisfactionist/message Support this podcast: https://anchor.fm/satisfactionist/support
Doug Kirkpatrick discusses the implementation and structure of a self-managed organization. He is the author of Beyond Empowerment: The Age of the Self-Managed Organization; an organizational change consultant; TEDx and keynote speaker; executive coach; writer; and educator. He holds degrees in economics and law and is a Senior Professional in Human Resources with the Society for Human Resource Management. He currently serves as Director for the Association for Talent Development. Download show notes at: http://www.ajoconnor.com/HRstudio/podcasts/Doug_Kirkpatrick