Focus Areas Overview

FamilyNavigator organizes analysis into four sequential Focus Areas in the sidebar: FAMILY DYNAMICS, PREPARATION AND DEVELOPMENT, BUSINESS PRESERVATION AND GROWTH, and TRANSITION PLANNING. Each area exposes the same four tools.

Shared Subpages

For every Focus Area:

1. Overall Scores — competency averages and ranks, with constituency breakdowns
2. Definitions — editorial descriptions of each competency
3. Questions — question-level averages, distributions, and comments
4. AI Summary — AI-generated narrative insights for the category

Accent colors differ by Focus Area in the UI (for example green for Family Dynamics, blue for Preparation, orange for Business Preservation, purple for Transition Planning), but the workflows are the same.

Recommended Reading Order

Follow the pathway order used in the Summary Scorecard:

1. Family Dynamics
2. Preparation and Development
3. Business Preservation and Growth
4. Transition Planning

Within each area, a common facilitation flow is Definitions → Overall Scores → Questions → AI Summary.

Account Scope

All Focus Area pages use the selected account (and version) from the sidebar. Switch accounts before comparing results across families or survey versions.

See the detailed guides:

• Overall Scores
• Definitions
• Questions
• AI Summary