[Case Study 20] The Expectations of Inheritance (Facilitator Guide)

Facilitator Guide

Case Study 20 – The Expectations of Inheritance

When do unspoken expectations shape succession—and what does it reveal about leadership, trust, or system design?

When unspoken expectations shape succession.



Case Study 20 – The Expectations of Inheritance examines a leadership dilemma in which assumptions about succession remain unspoken, leaving roles, responsibilities, and intentions open to conflicting interpretations. As expectations diverge, uncertainty grows, relationships become strained, and the transition of leadership is placed at risk. This workbook invites readers to uncover the implicit assumptions that shape succession, foster honest communication around expectations, and develop governance practices that support clarity, trust, and continuity across generations.