TRANSITION TOOLKIT - APPENDIX B: FURTHER READING & RESOURCES

APPENDIX B: FURTHER READING & RESOURCES

Farm Transition Resources compiled with thanks to Farm Management Canada

MATCHING SERVICES

B.C. Land Matching Program: Connecting farmers and farmland holders with land sharing facilitation support. youngagrarians.org/tools/land/bc-land-matching-program/

FarmLink: Online tool to connect farmers and farm seekers. farmlink.net

L’Arterre (Quebec only): Online tool to connect farmers and farm seekers. arterre.ca

Successionmatching.com: Provides a space for farm owners to list their farm to attract potential buyers, and for potential farmers to find succession opportunities. successionmatching.com

WEB-BASED TOOLS AND RESOURCES

Farm Transition Toolkit (forthcoming): Resources and tools to assess transition readiness, create your transition plan, find advisors and get inspired. farmtransitionguide.ca

Choose Your Own Transition (forthcoming): Web-based assessment tool to determine your transition situation and options. Provides tools and resources for farmers looking to transition out, depending on their circumstances. chooseyourowntransition.ca

Agriwebinar: Access more than 200 archived webinars searchable by topic (ex. transition planning) and speaker (ex. Elaine Froese). agriwebinar.com

Elaine’s Farm Family Coach on YouTube. youtube.com/user/farmfamilycoach

Elaine’s Farm Family Tool Kit: 19 tools that will help you communicate better and grow stronger on your farm. elainefroese.com

FCC’s Let’s Talk Transition: Resources and tools to start the conversation, prepare for transition and start planning. fcc-fac.ca/en/resources/transition-planning.html

7 Steps to Farm Succession Planning: 7 online modules to walk you through transition planning basics. nsfarmsuccession.ca

Transition Smart: Farm succession assessment tool from MNP. lp.mnp.ca/acton/fs/blocks/showLandingPage/a/25546/p/p-00d9/t/page/fm/0

AgriShield: Assessment and planning tool to identify risks and best management practices. Includes a section on farm transition risk assessment and related components. myagrishield.ca

Building an Effective Farm Business System: Guides producers through the development of a farm business management system. Includes worksheets and resources relating to farm transition. Includes sweat equity calculator. Wittmanconsulting.com

AgriHR Toolkit: Online guide to building an effective HR management system. Includes advice related to transition planning. cahrc-ccrha.ca

Alberta Agriculture – Transition Planning Guide for AgriBusiness – https://open.alberta.ca/dataset/a8b9d588-6855-4b5a-82fc-04345fc440c6/resource/e06b0e1b-3480-449b-8e19-dea59b051a6d/download/2016-transition-planning-guide-for-agribusiness-agdex-812-22.pdf

Land for Good (U.S.) – Transferring the Farm: Where Do I Start? landforgood.org/resources/toolbox/toolbox-farm-families

OMAFRA – Farm Succession Planning Steps and Checklist – omafra.gov.on.ca/english/busdev/facts/10-025.htm

Holistic Management Canada. holisticmanagement.ca

Donald Cooper Business Templates. donaldcooper.com

Curt Ferguson, The Estate Planning Centre. tlcplanning.com

BC Cooperatives Association: bcca.coop

B.C. Ministry of Agriculture: Agricultural Co-operatives Start Up Guide: gov.bc.ca/assets/gov/farming-natural-resources-and-industry/agriculture-and-seafood/business-and-market-development/6877_agricultural_co-op_start_up_guide_web.pdf

B.C. Ministry of Agriculture: Financing Agricultural Cooperatives: gov.bc.ca/assets/gov/farming-natural-resources-and-industry/agriculture-and-seafood/business-and-market-development/6877_financing_agricultural_co-operatives_booklet_web.pdf

CONFERENCES AND EVENTS

Young Agrarians and B.C. Land Matching Program events. youngagrarians.org/events

Agricultural Excellence Conference: Annual business management conference; Interactive, builds national network of experts and peers. fmc-gac.com/content/agricultural-excellence-conference

Canadian Young Farmers’ Forum National Conference. cyff.ca

Canada’s Outstanding Young Farmers National Event. oyfcanada.com

FCC’s Ignite: Young Farmer Summit. fcc-fac.ca/en/knowledge/events/young-farmer-summit.html

International Farm Management Congress: Biennial conference focused on farm management, includes farm and industry tours. ifmaonline.org

TRAINING & EDUCATIONAL PROGRAMS

Getting Unstuck Online Farm Transition Course: Six module online course. elainefroese.com

National Farm Leadership Program: For farmers and ranchers, takes place over 11 weeks online with a 3-day residency and a year of anytime one-on-one coaching and monthly coaching sessions. leader-shift.ca/national-farm-leadership-program/

CTEAM – Canadian Total Excellence in Agricultural Management Program: For farmers and ranchers, takes place over 16 months through 4 online and in-person sessions. Build your farm’s strategic business plan including farm transition. agrifoodtraining.com/for-producers-cteam

Alberta Family Business Institute – Passing the Torch | Not the Pain. ualberta.ca/business/centres/family-business/current-programs/passing-the-torch.html

PERSONALITY PROFILING

Personal Style indicator – used by American Management Association. crgleader.com/assessments/personal-style-indicator.html

Kolbe. kolbe.com/kolbe-a-index

Style Matters: The Kraybill Conflict Style Inventory. riverhouseepress.com/style-matters-inventory

Myers-Briggs Type Indicator. myersbriggs.org/my-mbti-personality-type/mbti-basics/

CDP – Conflict Dynamic Profile: Assessment re: your conflict triggers – guide and sample report available. conflictdynamics.org

Choice Map – How to have a learner, not judger approach. inquiryinstitute.com

FUNDING SUPPORT

Canadian Agricultural Partnership: Provides funding for advisory services, event attendance and training programs. Check with your local Ministry of Agriculture for eligibility and to apply.

FCC Farm Transfer Loan – fcc-fac.ca/en/we-finance/agriculture/farm-transfers.html

BOOKS

Change your Questions, Change your Life by Marilee Adams. amazon.ca/Change-Your-Questions-Life-Leadership/dp/162656633X

Tax Bulletin: Succession Planning for the Transition of the Family Farm by BDO. bdo.ca/BDO/media/AA-Publications/Succession-Planning-for-the-Family-Farmz.pdf

When Sorry is Not Enough by Gary Chapman. amazon.com/When-Sorry-Isnt-Enough-Making/dp/0802407048

The 5 Love Languages by Gary Chapman. amazon.com/Love-Languages-Secret-that-Lasts/dp/080241270X

Safe People: How to Find Relationships that are Good for You and Avoid Those That Aren’t by Henry Cloud. amazon.co.uk/Safe-People-Relationships-Avoid-Those/dp/0310345790

Boundaries: When to Say Yes, How to Say No, to Take Control of Your Life by Henry Cloud & John Townsend. amazon.ca/Boundaries-When-Take-Control-Your/dp/0310247454

Good to Great: Why Some Companies Make the Leap… And Others Don’t by Jim Collins. amazon.ca/Good-Great-Some-Companies-Others/dp/0066620996

Emotional Blackmail by Susan Forward. amazon.co.uk/Emotional-Blackmail-People-Obligation-Manipulate/dp/0060928972

A Strong Warning to the 80-plus farmer by Elaine Froese. progressivedairycanada.com/topics/management/a-warning-to-the-80-plus-farmer

Succeeding at Succession by David Irvine. davidirvine.ca/succeeding-at-succession-the-ultimate-test-of-organizational-success/

Encouraging the Heart: A Leader’s Guide to Rewarding and Recognizing Others by James M. Kouzes, Barry Z. Posner. amazon.co.uk/Encouraging-Heart-Rewarding-Recognizing-Leadership/dp/0787964638

Overcoming the 5 Dysfunctions of a Team (assessment tool) by Patrick Lencioni. amazon.com/Overcoming-Five-Dysfunctions-Team-Facilitators/dp/1501260308

Stop Walking on Eggshells by Paul Mason. amazon.ca/Stop-Walking-Eggshells-Borderline-Personality/dp/1572246901

Instant Influence: How to Get Anyone to Do Anything by Michael Pantalon. amazon.ca/Instant-Influence-How-Anyone-Anything-Fast/dp/0316083348

Moolala: Why smart people do dumb things with their money (and what you can do about it) by Bruce Sellery. amazon.co.uk/Moolala-Smart-People-Things-Their/dp/0992158613

The Gift of the Blessing by Gary Smalley and John Trent. amazon.com/Gift-Blessing-JohnTrent/dp/0840748493

Silence is a form of violence – Crucial Conversations: Tools for Talking When Stakes Are High by Al Switzler, Joseph Grenny, Kerry Patterson, and Ron McMillan. amazon.ca/Crucial-Conversations-Talking-Stakes-Second/dp/1469266822