Complimentary Contractual Relationship Alignment Diagnostic – Setup

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Welcome
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Your Details
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Scheduling
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Participants
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Confirmation

Welcome to the next step of your Journey

Welcome to this next step of your journey towards success.

The complimentary Contractual Relationship Alignment Diagnostic helps you, and up to six others, establish your degree of alignment around the most common areas beyond the contract that make a difference to a relationship.

In order to set up your diagnostic, we’ll ask you for the following – but most importantly to remind you to notify participants in advance (copy and edit the template below):

This is needed in order to:

  • identify you as the central point of contact
  • give you access to your response and the compiled report once all responses are submitted
  • inform participants who has invited them

This will be displayed to participants and in the individual and team reports. It is usually your organization’s name, but it could instead be a specific team, department, location or portfolio name.

We will ask you to enter a name and email address for each person you want to invite to participate.

We need this information so that we can email each participant their unique link to respond – so they can securely access (and save and return to) their response, and so they can access a short report of their individual response after they’ve submitted it.

You’ll also need this information in order to notify those people in advance of the invitation actually being sent.

It’s important for you to notify participants before we send their invitation email, to:

  • Help them understand why you’re running the diagnostic.
  • Ensure they look out for their invitation email and don’t mistake it for spam.
  • Increase participation rates by setting expectations in advance.
  • Encourage them to take the diagnostic seriously and provide insightful comments.

We deliberately build in a delay of at least one working day after you submit this form in order to give you time to notify participants in advance of them receiving their invitation email. Please ensure that you contact participants in advance of them receiving the invitation email, for all the reasons listed above.

Hi,

I plan to invite you and 5 others to join me in participating in a Contractual Relationship Alignment Diagnostic – designed to help us understand how aligned we are.

It should take less than 30 minutes, and your responses will be anonymous.

You will be invited to log in to a secure environment in order for you to access and submit your response (and to access a short report of your response).

You’ll then be guided to select one of five evaluation statements for each of 24 areas beyond the contract that make a difference to a relationship.

You will also have the option to add comments, which can add significant value. I’d really appreciate it if you could take a few extra moments to add comments to:

– indicate specific areas where you think support is needed.
– share any examples of best practice or guidance.
– capture any other insight not covered by the evaluation statement.

Look out for an email with the Subject “Your invitation to a Contractual Relationship Alignment Diagnostic” from “Value Management Team”.

We’ll have 3 weeks to respond but the sooner we do, the sooner we’ll get the anonymized report that compiles all our responses together.

Let me know if you have any questions, or if you won’t be able to participate!

Kind Regards,

The invitation email will include a short ‘personal message’ from you, together with your name and email address, along with standard instructions on how to access the diagnostic.

This is to ensure that participants are clear about who invited them and why.

The message (which you can edit) will look like this:

[Your Name (Your Email Address)] has added the following context for this invitation:
“I’m inviting you and 5 others to join me in responding to this diagnostic as I value your perspective. It shouldn’t take you more than half an hour, and will help us clarify our strengths and weaknesses, including how aligned we are. Thanks!”

We’ll show you a preview of the full invitation email during the set up process (before they’re sent).

When you confirm and submit this information, we’ll create your diagnostic, schedule invitations (needed for you and the other participants to access your responses), keep you informed of responses received, and notify you when your compiled report is available to access.

This is a complimentary version of the diagnostic, so it will remain open for a fixed period of three weeks.

To begin, please enter your Discount Code:

Your Details:

First Name *
Last Name *
Email *

Your name and email address

In addition to being invited to participate in the diagnostic, you will:

  • Be the point of contact between the Value Management Team and other participants (each invitation email will include your name and email address)
  • Check that invitation emails sent to participants are not ignored or blocked
  • Respond to any questions from participants about why you’re doing this and why they’ve been invited
  • Receive and attend to the report generated at the end (we’ll provide guidance)

Please ensure your email address is correct.

Organization *

Your organization

This is what participants will be asked to evaluate – it will also appear on the front of your report

The personal data provided in completing this form will only be used to create your diagnostic, to contact you and participants to run it (full details are in our privacy policy), and for the Value Management Team to contact you 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:

Participants will be presented with 20 attributes and asked:

“To what extent is this attribute demonstrated by _______________?“

We need you to fill that gap with a short label – a clear and recognizable name for what you’re asking people to evaluate – and it will also appear on the report front page as:

“Report on: _______________”

What you’re evaluating: *

Short label for what you’re evaluating

By default, we’ll use your organization name, but you can override that here (e.g. with a team, department, location or portfolio name).

Scheduling the Diagnostic:

For complimentary diagnostics, scheduling is not configurable.

Start
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The Value Management team will send invitations to participants at least one working day after you submit this form

Invitations will be sent at approximately 11:00 AM Eastern Time (8:00 AM PT / 4:00 PM GMT) on the ‘Start’ date shown.

We deliberately build in a delay of at least one working day in order to give you time to notify participants in advance of them receiving their invitation email.

Deadline
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Participants will be given three weeks to respond

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

Participant Details:

Names and email addresses for up to 6 additional participants

As well as you, these are the people to whom the Value Management team will send invitations to participate in the diagnostic: they should already have been informed to expect this invitation before you submit this form.

Hi,

I plan to invite you and 5 others to join me in participating in a Contractual Relationship Alignment – designed to help us understand how aligned we are.

It should take less than 30 minutes, and your responses will be anonymous.

You will be invited to log in to a secure environment in order for you to access and submit your response (and to access a short report of your response).

You’ll then be guided to select one of five evaluation statements for each of 24 areas beyond the contract that make a difference to a relationship.

You will also have the option to add comments, which can add significant value. I’d really appreciate it if you could take a few extra moments to add comments to:

– indicate specific areas where you think support is needed.
– share any examples of best practice or guidance.
– capture any other insight not covered by the evaluation statement.

Look out for an email with the Subject “Your invitation to a Contractual Relationship Alignment” from “Value Management Team”.

We’ll have 3 weeks to respond but the sooner we do, the sooner we’ll get the anonymized report that compiles all our responses together.

Let me know if you have any questions, or if you won’t be able to participate!

Kind Regards,

It’s important for you to notify participants before we send their invitation email, to:

  • Help them understand why you’re running the diagnostic.
  • Ensure they look out for their invitation email and don’t mistake it for spam.
  • Increase participation rates by setting expectations in advance.
  • Encourage them to take the diagnostic seriously and provide insightful comments.

We deliberately build in a delay of at least one working day after you submit this form in order to give you time to notify participants in advance of them receiving their invitation email. Please ensure that you contact participants in advance of them receiving the invitation email, for all the reasons listed above.

Click the button to copy the template to your clipboard and then paste and edit it in your preferred method of communication.

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 knowledgeable and passionate about it.

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

If you’re looking to check out the diagnostic before you invite others, leave this section blank (but note that your diagnostic response will not be included in any subsequent ‘team’ report).

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First Name
Last Name
Email

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First Name
Last Name
Email

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First Name
Last Name
Email

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First Name
Last Name
Email

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First Name
Last Name
Email

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First Name
Last Name
Email

Your message to participants

The invitation email we’ll send to participants will be as follows:

You may optionally edit the single paragraph (in the blue box below) to briefly explain to participants why you’re initiating this diagnostic.

Dear [First Name],
You have been invited by to complete a Contractual Relationship Alignment Diagnostic for .

The Contractual Relationship Alignment diagnostic provides an initial indication of some key areas beyond the contract that make a difference to a relationship.

() has added the following context for this invitation:

edit

To proceed, please visit [unique invitation link] and create your password.

Your username is: [Respondent’s Email Address]

Further context and instructions will then be shown.

As soon as you have completed and submitted your response, a report that summarizes your feedback will be available for you to view, download or print.

will also have access to a more detailed report that anonymizes, combines and compares responses from all respondents.

Your personal details and response will remain confidential – all data is held securely and will not be shared with any third party.

Kind regards,
The Value Management team on behalf of:

Before you ‘Submit’

Please check this information is correct, particularly your email addresses.

Click Back below to make any necessary changes.

If you haven’t already given participants advance notice, then use the time before the invitations are sent to do so (click the back button to use the template on the previous page).

If the information is correct, click Submit below to send invitations.

Administrator details:

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Evaluating:

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Invitations sent:

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Deadline for responses:

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Invitations sent to:

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Message from administrator:

() has added the following context for this invitation:
“”

Complimentary Contractual Relationship Alignment Diagnostic – Request Received

Thank you, [first_name]!

Invitations will be sent, on [start], 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.

Remember: this is a complimentary version of the diagnostic, so it will only remain open for three weeks.

You can now leave this page, and look out for the invitations on the date above (if they haven’t been received on that date, please check your Spam folders before getting in touch).

Kind regards,

The Value Management Team