Source: California State University, Chico submitted to NRP
SUCCESSION PLANNING IN AGRICULTURE: PROMOTING FINANCIAL RESILIENCE THROUGH ENHANCED EDUCATION AND OUTREACH
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
COMPLETE
Funding Source
Reporting Frequency
Annual
Accession No.
1025984
Grant No.
2021-70001-34517
Cumulative Award Amt.
$149,999.00
Proposal No.
2020-11282
Multistate No.
(N/A)
Project Start Date
Jul 1, 2021
Project End Date
Jun 30, 2024
Grant Year
2021
Program Code
[NLGCA]- Capacity Building Grants for Non Land Grant Colleges of Agriculture
Recipient Organization
California State University, Chico
400 West First Street, College of Agriculture MS-0310
Chico,CA 95929
Performing Department
(N/A)
Non Technical Summary
Over 90% of U.S. farms are classified as family farms and they account for more than 80% of agricultural production. Unfortunately, it is often stated that only 30% of family farms survive the transition to the second generation and only 10% make it to the third. While family farms play a significant role in the economic development of rural communities, they are often ill prepared for succession planning and are not successfully passed along to the next generation. This integrated, Education and Outreach/Extension, project is designed to address this issue head on and is well aligned with the USDA Strategic Goal to "Facilitate Rural Prosperity and Economic Development." The overall purpose of this project is to train future and current farm managers with the skills necessary to become more financially resilient as it relates to succession planning. This goal will be achieved by developing a new learning module to demonstrate how family farm businesses can become better prepared for succession planning. This innovative, multidisciplinary, learning module will be integrated into upper division courses in the agricultural business and animal science programs at multiple institutions. These materials will also be used to develop a new online and in-person outreach/extension program for local farmers and ranchers. Both students and producers will be trained with the critical tools that are needed for succession management decisions. By institutionalizing the new coursework materials into the curriculum, the project will have long-term impacts on educational capacity.
Animal Health Component
(N/A)
Research Effort Categories
Basic
(N/A)
Applied
(N/A)
Developmental
(N/A)
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
60260303010100%
Goals / Objectives
The overall goal of this project is to train future and current farm managers with the skills necessary to become more financially resilient as it relates to succession planning. This will be achieved by developing a new learning module to demonstrate how family farm businesses can become better prepared for succession planning. This innovative, multidisciplinary, learning module will be integrated into upper division courses in the agricultural business and animal science programs at multiple institutions. These materials will also be used to develop a new online and in-person outreach/extension program for local farmers and ranchers. Both students and producers will be trained with the critical tools that are needed for succession management decisions. In order to achieve this goal, several objectives will be achieved within the educational and outreach/extension aspects of this project.The target objectives for the education program are:1. An observed increase in student learning related to farm succession as demonstrated by a 20% or more increase on pre/post-test and tracking the number of students who receive the new classroom training (approx. 225 per year).2. An observed increase in the number of faculty who learn to incorporate succession planning concepts into their agricultural curriculum (approx. 40). This impact will be assessed by identifying the number of faculty at CSUC and other CSU campuses that participate in project activities along with identifying the number of faculty that are exposed to the project material through professional presentations.The target Objectives for the outreach/extension program are:1. An observed increase in farmer/rancher understanding of farm estate and succession planning course content, demonstrated by 20% or more increase on pre/post-tests delivered at the new workshops. The number of farmers/ranchers that receive the new training will also be tracked.2. Improved preparation for the future transition of their family farm businesses. The impact of this objective will be assessed with a post workshop survey and we follow up with workshop participants to qualitatively document progress toward this objective.
Project Methods
The project will be administered by the Project Directors and benefits from a strong level of stakeholder involvement and support.This includes a partnership with faculty and staff from the RightRisk Education Team. The RightRisk Education Team has been developing extension materials and workshops to help teach farm and ranch management concepts for over 15 years. The group is made up of faculty and staff from the University of Wyoming, Colorado State University, and the University of Nebraska. The RightRisk Education Team will work with the Project Directors as consultants to help develop the new learning module and outreach/extension workshops. The RightRisk Education Team is a premier organization helping decision-makers throughout the world discover innovative and effective management solutions. Collectively, they have conducted educational programs in more than 30 U.S. states and five foreign countries, working with more than 7,000 farm and ranch families.Since this is not a research based project, the techniques that will be employed in this project are straightforward and primarily focus on making sure the project team is organized and communicating effectively, that the stakeholders are consulted to ensure the new course materials and workshops reflect industry needs, that the faculty members involved are committed to integrating the materials into their courses, and that the RightRisk Education Team is available for support on developing the new materials and assisting with the outreach workshops.Each of the proposed project activities is assigned at least one Project Team member. This management structure will ensure that the overall goals/outcomes of the project are completed on time. Successful completion of the outreach objectives depends on the timely completion of the proposed education objectives. Specifically, the development of the educational materials will need to be completed before we are able to integrate them into the Agricultural Business and Animal Science curriculum and organize the outreach workshops. However, the project team and timeline was determined with these challenges in mind and we are confident that we will have ample time.The data that will be collected to document "an observed increase in student learning related to farm succession as demonstrated by a 20% or more increase on pre/post-test" and "an observed increase in farmer/rancher understanding of farm estate and succession planning course content, demonstrated by 20% or more increase on pre/post-tests" will be collected at the beginning and conclusion of each module in upper division courses and producer workshops. Specifically, two methods of evaluation will occur in the student courses. First, a standardized test will be used to assess pre- and post- knowledge awareness of the material (i.e., knowledge of succession planning, knowledge of living trusts, wills, current regulation around estate taxes, etc.). Second, a case study will be used to evaluate student critical thinking and problem-solving ability around the topic of farm estate and succession planning. Final grade case studies will be analyzed with a comparison of means test. Knowledge gained during producer workshops will be assessed using a pre/post-test at the beginning and ending of the workshops, respectively. Test for both the undergraduate classes and workshops will be developed using standards developed by the National Institute for Learning Outcome Assessment. Data will be analyzed with a simple comparison of means test.The proposed project has been designed with several methods for communicating results to stakeholder and the public. Presentation at a professional conference will increase the number of agricultural teachers that can learn how to integrate succession planning into their curriculum and a presentation to the College of Agriculture Advisory Board will solicit additional industry feedback. The two training workshops with local producers will also serve as an opportunity to disseminate information about the project to these stakeholders. The project will be highlighted on the CSUC College of Agriculture webpage and ongoing classroom presentations to students should reach approximately 225 per year. In addition, CSUC and the College of Agriculture, in cooperation with the project team, have agreed to make public announcements and news releases regarding the project.The services of an external evaluator have been secured. The external evaluator will be provided with quarterly updates regarding all project activities and the annual and final reports identifying the progress on all the stated outcomes. The external evaluator will provide formal written reviews after the first year and at the conclusion of the project. The project team will respond to these reviews, incorporate any recommended project adjustments, and summarize the external review comments in the annual and final reports.The Project Directors and the College of Agriculture are all committed to the continuation and expansion of this project beyond the grant term. The new learning module will be institutionalized into the Agricultural Business and Animal Science programs. As such, this aspect of the project will continue to benefit a significant number of students well after the grant project ends and will ultimately impact thousands of students without the need for additional grant funding.

Progress 07/01/21 to 06/30/24

Outputs
Target Audience:California State University, Chico faculty who benefited from the professional development associated with collaborating with other faculty and researchers. California State University, Chico undergraduate student assistant that benefited from increased content knowledge as a result of being trained on the topic of succession planning and helping organize an industry workshop. Farmers and ranchers from northern California that were able to participate in our new farm estate and succession planning workshop.California State University, Chico undergraduate students thatbenefited from increased content knowledge as a result of being trained on the topic of succession planning in the classroom with new instructional materials. Changes/Problems:The first year of this project was impacted by COVID and caused us to request a one-year project extension after University policy prevented us from hosting our first in-person workshop. However, the project then progressed as planned and we were able to meet all of the objectives of this project. What opportunities for training and professional development has the project provided?This project has provided training opportunities to two undergraduate agriculture students and professional development opportunities for the two Project Directors (faculty at California State University, Chico). The undergraduate students have been working with the Project Director's and one of our collaborator's from the University of California Cooperative Extension office in Butte County to become trained with the knowledge needed for assisting with future workshops and classroom modules focused succession planning. How have the results been disseminated to communities of interest?The Project Directors and the student research assistants disseminated some of the outputs from this project at our second outreach/extension workshop that was held for local farmers and ranchers in northern California in March of 2024.In addition, various aspects of the project were presented at two professional conferences and an article the California Cattlemen's Magazine during previous reporting periods. What do you plan to do during the next reporting period to accomplish the goals? Nothing Reported

Impacts
What was accomplished under these goals? The project team has accomplished all of the stated goals for this project. The project trained both future and current farm managers with the skills necessary to become more financially resilient as it relates to succession planning. We hired and trained two student research assistants and the project leaders have developed a new learning module to demonstrate how family farm businesses can become better prepared for succession planning. This innovative, multidisciplinary, learning module has been integrated into upper division courses in the agricultural business and animal science programs. The project team offered our second outreach/extension workshop for 50 local farmers and ranchers in northern California. This workshop was well received by our industry stakeholders with 100% of attendees indicating that the workshop improved awareness of the farm estate and succession planning process and 100% of attendees would recommend this workshop to others. In terms of overall accomplishments, our external evaluator indicated the following "they should be commended for their accomplishments up to this point as those accomplishments were equivalent to or exceeded the activities proposed in the project. The project has provided a great addition of materials and guidelines for use in the fields of agribusiness and animal science education efforts on campus and in the field."

Publications


    Progress 07/01/22 to 06/30/23

    Outputs
    Target Audience:California State University, Chico faculty who benefited from the professional development associated with collaborating with other faculty and researchers. California State University, Chico undergraduate student that benefited from increased content knowledge as a result of being trained on the topic of succession planning and helping organize an industry workshop. Farmers and ranchers from northern California that were able to participate in our new farm estate and succession planning workshop. Changes/Problems:The first year of this project was impacted by COVID and caused us to request a one-year project extension after University policy prevented us from hosting our first in-person workshop. However, the project is now progressing as planned and we are confident that we will be able to meet all of the objectives of this project during the next and final year of this project. What opportunities for training and professional development has the project provided?This project has provided training opportunities to two undergraduate agriculture students and professional development opportunities for the two Project Directors (faculty at California State University, Chico). The undergraduate students have been working with the Project Director's and one of our collaborator's from the University of California Cooperative Extension office in Butte County to become trained with the knowledge needed for assisting with future workshops and classroom modules focused succession planning. How have the results been disseminated to communities of interest?The Project Directors and the student research assistants were able to disseminate some of outputs from this project at the new outreach/extension workshop that was held for local farmers and ranchers in northern California in February of 2023. Subsequently, the project team was able to publish an article (Ag Legacy - Today Decides Tomorrow) in the April 2023 edition of the California Cattlemen's Magazine. What do you plan to do during the next reporting period to accomplish the goals?During the final year of this project the Project Directors will continue to disseminate project content and results to our target audience (students and farmers/ranchers). This will be accomplished by holding another industry focused workshop and continuing to integrate the new succession planning materials into upper division courses at California State University, Chico. The project team will also develop additional magazine articles based of this work for publication in the California Cattlemen's Magazine.

    Impacts
    What was accomplished under these goals? The project team has made significant progress on the overall goal to train future and current farm managers with the skills necessary to become more financially resilient as it relates to succession planning. We have hired and trained two student research assistants and the project leaders have developed a new learning module to demonstrate how family farm businesses can become better prepared for succession planning. This innovative, multidisciplinary, learning module is beginning to be integrated into upper division courses in the agricultural business and animal science programs at multiple institutions. The project team and collaborators developed a new in-person (and online) outreach/extension workshop that was held for local farmers and ranchers in northern California. This event was well attended with 73 in-person attendees and an additional 8 guests participating online.

    Publications

    • Type: Other Status: Published Year Published: 2023 Citation: Schohr, T.K. and K.L. DeAtley. Ag Legacy - Today Decides Tomorrow. California Cattlemen's Magazine. April; pp. 25-27.


    Progress 07/01/21 to 06/30/22

    Outputs
    Target Audience:California State University, Chico faculty who benefited from the professional development associated with collaborating with other faculty and researchers. California State University, Chico undergraduate studentthat benefited from increased content knowledge as a result of being trained on the topic of succession planning. Changes/Problems:The first year of this project has been impacted by COVID. The University implemented a variety of campus COVID protocols that have made it more difficult to work with students in-person and to host in-person workshops with industry durign the first year. However, most of these COVID protocols have generally been removed at this time and we are optimistic that we will be able to meet all of the objectives of this project during the next year. What opportunities for training and professional development has the project provided?The first year of this project has provided training opportunities to an undergraduate agriculture student and professional development opportunities for the Project Directors (faculty at California State University, Chico). The undergraduate student has been working with the Project Director's and one of our collaborator's from the University of California Cooperative Extension office in Butte County to become trained with the knowledge needed for assisting with future workshops and classroom modules focused succession planning. How have the results been disseminated to communities of interest?During the first year of this project, the Project Directors and the student research assistant were able to disseminate some of their preliminary research results through two different professional conferences. This included a conference presentation at the California Cattlemen's Convention in Reno, NV and a presentation at the 8th National Grazing Lands Conference in Myrtle Beach, SC. While the attendees of these conference come from a broad range of backgrounds, the primary audience at both of these events was current livestock producers who indicated a strong need for additional support as it related to their own personal farm succession plans. What do you plan to do during the next reporting period to accomplish the goals?During the second year the project team will be working more closely with the RightRisk Education Team to develop additional course curriculum and integrate those materials into both agricultural business and animal science courses. In addition, we are planning to host a succession planning focused symposium/workshop in the spring.

    Impacts
    What was accomplished under these goals? The project team is making progress on the overall goal to train future and current farm managers with the skills necessary to become more financially resilient as it relates to succession planning. We have hired and trained a student research assistant and the project leaders have begun developing a new learning module to demonstrate how family farm businesses can become better prepared for succession planning. This innovative, multidisciplinary, learning module will be integrated into upper division courses in the agricultural business and animal science programs at multiple institutions. The materials will also be used to develop a new online and in-person outreach/extension program for local farmers and ranchers. As originally planned in the project proposal, all of the education objectives (1-2) are still "in-progress" at the end of the first year. However, appropriate progress has been made and we are confident that the stated education goal and all of the objectives will be achieved by the end of the project. We are currently working with our cooperators to develop the new multidisciplinary learning module on succession planning that will be used to enhance our educational program and achieve our education goal and objectives. As originally planned in the project proposal, all of the outreach objectives (1-2) are still "in-progress" at the end of the first year. However, appropriate progress has been made and we are confident that the stated outreach goal and all of the objectives will be achieved by the end of the project. We are currently working with a group of agricultural advisors to schedule our first farmer/rancher workshop that will allow us to achieve our stated outreach goal and objectives.

    Publications

    • Type: Conference Papers and Presentations Status: Accepted Year Published: 2021 Citation: Pitto, M.L., E. Houk, and K.L. DeAtley. "Succession Planning in Agriculture: Promoting Financial Resilience through Enhanced Education and Outreach." December 1-3, 2021. California Cattlemen's Convention. Reno, NV.
    • Type: Conference Papers and Presentations Status: Accepted Year Published: 2021 Citation: E. Houk, K.L. DeAtley, and Pitto, M.L. "Enhancing Succession Planning Education & Outreach in Northern California December 6-9, 2021. 8th National Grazing Lands Conference. Myrtle Beach, SC.