Complimentary Contractual Relationship Diagnostic (Team) – Setup

1
Admin
2
What
3
Why
4
When
5
How
6
Who
7
Confirmation

Administrator Details:

First Name *
Last Name *
Email *
Organization *

Administrator’s name, email address and organization.

The administrator will be a respondent and also act as the point of contact between the Value Management Team and other respondents. The administrator is responsible for:

  • providing the required information below
  • ensuring that invitation emails sent to respondents are not ignored or blocked
  • receiving and handling any questions from respondents about why you’re initiating this Contractual Relationship diagnostic and why they have been invited – each respondent’s invitation email will include the administrator’s name as the person inviting them
  • attending to the report that is generated when the process is complete
Authorization Code *

The authorization code we provided to you

Contact us if you need an Authorization Code.

The personal data provided in completing this form will only be used to create your instance of the Contractual Relationship diagnostic, to contact the administrator and respondents in running it (full details are in our privacy policy), and for the Value Management Team to contact the administrator when the process is complete to review findings.

I confirm that I am the individual detailed in this section, I accept the responsibilities detailed above, I assume responsibility for all personal data provided on this page, I consent to its use as described, and I have read and I accept the website terms and conditions.

What’s being evaluated:

We recommend acknowledging but not changing the preset options below. You should specify a sensible name that will appear in the invitation, responses and report.

The state being evaluated

We recommend initially focusing on the ‘Current State’ – as things are (not as they ought to be).

In order to avoid confusion when responding and analyzing reports, respondents should be clear about what they are evaluating.

Whether it’s capability or performance being evaluated

We recommend initially evaluating ‘performance’ as it is closer to value in action.

What’s being evaluated

We recommend initially evaluating a specific ‘relationship’ where there is more value to be won or lost.

Team Name *

The name of the team

Specify a name for the team that people would recognise. This name will appear in the diagnostic and the report.

Organization Name *

The name of the organization

Specify a name for the organization that people would recognise. This name will appear in the diagnostic and the report.

Relationship Name *

The name of the relationship

Specify a name for the relationship that people would recognise. This name will appear in the diagnostic and the report.

Primary reason for the evaluation:

There may be many reasons for undertaking the evaluation, but it’s best to focus on one primary reason at a time.

For example, it’s fine to focus on the ‘performance of one relationship’, as a first step to ‘orienting a portfolio of relationships’ – but you don’t want one to confuse the other (we call that value mode confusion).

Value Mode

We recommend initially focusing on ‘evaluating performance’ – where there is typically more value to by won or lost. The same diagnostic (or variations of it) may also be run in other ‘modes‘.

Notes (optional)

Any additional, or more specific, reasons for undertaking this evaluation may help us help you realize more value.

Scheduling the Evaluation:

For this complimentary diagnostic scheduling is not configurable.

Start
0.00
0.00

Date that the Value Management team will send invitations to respondents

For this complimentary diagnostic, the start date is fixed as today.

Deadline
0.00
0.00

Date that respondents will be told they must respond by

For this complimentary diagnostic, the deadline date is fixed.

The ‘Deadline’ will automatically be included in the invitation email to respondents and, as this date approaches, automated email reminders will be sent to those yet to submit their response.

This is the date when the diagnostic will be closed (with the final report then made available to the administrator).

How it’s being evaluated:

The perspective adopted by respondents

We recommend initially focusing on the respondent’s own perspective (first position).

In time, the other perceptual positions will become easier to communicate and more valuable as empathy is built.

Respondent Details:

Names and email addresses for up to 6 additional respondents

Further to the administrator’s details above, these are the other people to whom the Value Management team will send invitations to participate in the Contractual Relationship diagnostic – ideally they should either already be aware that this is happening, or be made aware before you submit this form.

To get the most out of the diagnostic, try and include a cross-section of people – people with responsibility and influence, people affected by the situation or people simply passionate about it.

Any row may be left completely blank – i.e. if you have fewer than 6 people to invite – but each row you start must be fully completed, including with a correct and unique email address.

1

First Name
Last Name
Email

2

First Name
Last Name
Email

3

First Name
Last Name
Email

4

First Name
Last Name
Email

5

First Name
Last Name
Email

6

First Name
Last Name
Email
Message to Respondents *

Message to Respondents

Please briefly explain to respondents why you’re initiating this diagnostic.

This text will be included in the invitation email, preceded by a line saying “[administrator name] added the following context for this invitation:”. Type in your own text or copy, paste and amend the following:

I’m inviting you and 5 others to complete this complimentary diagnostic with me to surface any issues we’re currently experiencing and whether we’re aligned. It shouldn’t take more than half an hour, and based on what we find out, we may decide to take things further. Thanks!

Before you ‘Submit’

Check this information is correct.

Click the ‘Back’ button to make any necessary changes.

Administrator details:

0.00

Evaluating:

0.00

Purpose:

0.00

Invitations sent:

0.00

Deadline for responses:

0.00

Invitations sent to:

0.00
0.00
0.00
0.00
0.00
0.00
0.00

Message from administrator:

0.00

Complimentary Contractual Relationship Diagnostic (Team) – Request Received

Thank you, [first_name]!

Invitations to the Contractual Relationship diagnostic will now be sent to the following addresses:

[email], [team_emails]

Please do check these email addresses are correct, and if not contact us at info@managevalue.co.uk and we’ll correct things. Otherwise, the invitations will give access to the diagnostic and explain what needs to be done.

You can now leave this page, and the invitations should arrive soon (although if they haven’t been received within 2 hours, please check your Spam folders before getting in touch).

Kind regards,

The Value Management Team