Retirement Onboarding - 12 Questions

Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions.

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Retirement Onboarding for Construction Owners. 12 Questions with Sue Weiler-Doke

Retirement Onboarding is even more critical during ownership transitions because often, the current owner has had nearly their whole life wrapped-up in the business for 20 to 40-plus years. Many of the best business operators have given relatively little thought to their personal retirement.  

Not having a clear Retirement Onboarding plan presents one of the biggest issues when it comes to effective Succession Planning. For the owner of the company, this must be addressed first and with clarity before the details of the plan are solidified. 


Sue Weiler-Doke and David Brown discuss “Retirement Onboarding” for construction contractors, starting with 12 key questions. Watch the Playlist




Tasks vs. Key Results
“Life favors the specific ask and punishes the vague wish.” - Tim Ferriss Excellent advice from the book Tribe of Mentors that can be applied to the hiring and management process for contractors.
What Are You Optimizing For?
Prioritizing is about sequencing. Optimizing is about balance. Both are defined by your values, strategies, and objectives. Both are constrained by your finite resources including talent and capital. Start by knowing what you are optimizing for.
Tim Ferriss Quote - Life Punishes the Vague Request
One of the best things about Tim Ferriss's book, TRIBE OF MENTORS, is the introductory chapter where Tim describes lessons learned in asking good questions over the years.