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




Four Levels of Integration and Optimization
Operational excellence must be a major component of every contractor’s strategy and baked into their daily behaviors. Optimizing at each of the four major layers requires different levels of thinking, technology, and time span.
Increased Value by Lowering Variability
A construction business is capable of providing a very high return to the owners who have their capital at risk as well as the team members that work there. Contractors with lower variability in profitability are both more valuable and more sustainable.
Levels of the Value Stream
For contractors to unlock maximum value during business development, preconstruction and project execution it is critical to understand the broader value stream of the project beyond their scope. 10 levels of granularity in the construction value stream: