Module 3 – Lesson 4
In this lesson you’ll learn:
- Conduct a team meeting to discuss the results
- Use the report to build team unity
Sharing the COREvalues report with clients
Conducting a client meeting
You can send the COREculture report directly to your team members, and they can get a lot of value out of it by reading it through on their own. But we find the best insights often come when the team meets together to review the results. As the leader, you can direct the conversation and help the team have productive conversations.
Before you begin, understand your role in this meeting: You are sharing feedback with the team about their COREculture. You are not diagnosing or treating any issues. You are helping the team to understand and examine their team culture.
As you begin the meeting, remind the team why this survey is helpful:
- Every team has a culture. This report measures 4 pillars of culture: communication, cohesion, identity, and impact.
- We are both affected by and directly affect our team culture.
- This report serves not as a report card grade, but as a temperature gauge for your team culture.
- The report highlights areas of strength and areas in need of attention.
Refer to the cover page, with the four graphs:
- Explain that scores range from a low of 5 to a high of 25.
- Show how each bar represents a different group within the team (managers, direct reports, etc.).
- Point out similarities they might have:
- “All groups gave high scores for cohesion. How does our team create this feeling of belonging and connection?”
- “You all rated identity as your highest pillar. Why do you think that is?”
- Point out discrepancies by asking questions, rather than giving answers.
- “The groups have quite different scores for impact. What contributed to Group X rating it high? Why mightGroup Y have rated it lower?”
- Provide “noticing” remarks: “By your scores, I notice your team is not quite sure of its current impact. What might you want to do to address that?”
- Reassure the team that it’s normal to have both high and low scores. This is not necessarily a reflection of their work or ability. Rather, it shows the areas where they might want to focus attention as they continually build their teamculture.
Throughout the conversation:
- Seek and receive comments from each team member in an open and encouraging manner.
- Direct comments in positive ways, toward a positive/growth mindset.
- Manage emotions or awkward moments by asking open-ended questions.
- Focus on areas of strength and ways to work on culture in general.
Refer to the individual COREculture pages for definitions and questions to ask as the team thinks about improvement.
- Suggest discussing the questions together at a later time.
- Note the helpfulness of looking at culture measures regularly to track growth and progress.
Use the templates below to help you share the results of your clients’ COREculture reports:
Instructions
Feel free to use or modify this email template to send your clients their COREpriorities report.
Just copy the text below, then paste it into your email. You can paste without the formatting (highlights) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.
Subject Line Ideas
- Your priorities report
- The results are in!
- Let’s meet to review your report
[First Name(s)],
At [Firm Name] we care about you and your family.
We know that wealth, in all its forms, is most effectively and powerfully transferred from one generation to the next by families who:
- Engage in meaningful communication
- Are cohesive and connected
- Have a clear sense of identity and purpose
- And are intentional about the impact they want to have in the world
Families who pay attention to the nuances of their family culture build a legacy rich in values and meaningful connection. We want to help you do just that!
I’d like to invite you to take a family culture assessment. It’s designed to help you identify your family’s strengths and opportunities to grow closer in the area of communication, cohesion, identity, and impact.
The assessment takes just a few minutes, and the report can be the source of many meaningful family discussions — especially those around legacy.
You, your partner, and your kids can take the assessment using the links below:
- [Partner 1 name and link]
- [Partner 2 name and link]
- [Heirs link]
I look forward to getting your COREculture report and meeting to discuss it.
Best,
[Your Name]
Worksheets and Tools
The COREculture SWOT analysis helps clients look at their cultural strengths, weaknesses, opportunities, and threats. They can use the questions from the worksheet to create a plan to double-down on their strengths, and address any issues that may come up.
The COREculture activity worksheet helps give perspective on the assessment results.