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Excellius Leadership Development

Steps to Take Before a Value Meeting

When you’re ready to have a value meeting with your boss, you can follow certain steps to ensure that you have a productive conversation. Most organizations across the globe are not having this type of discussion, so it really helps to have a plan in place and all your ducks in a row.

  1. Identify the business performance drivers that are important to your organization. Brainstorm with a colleague, speak with a senior leader, or talk with someone in finance, sales, business development, or operations.
  2. Complete the value identification exercise. Identify value that you currently create or could create. You can also work with a colleague or friend to help you think through the exercise and challenge your thinking.
  3. Schedule a time with your boss in advance. Make it clear in your invitation that you are requesting the meeting to be solely focused on discussing business value.
  4. If appropriate, consider sending your value identification exercise in advance for your boss to preview.

Image by Clker-Free-Vector-Images from Pixabay


Raise Your Visibility & Value: Uncover the Lost Art of Connecting on the Job is available

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Ed Evarts is the founder and president of Excellius Leadership Development, an organization focused on coaching mid- to senior- level leaders and their teams in business environments. With over twenty-five years of innovative leadership and management experience, Ed possesses the ability to build awareness, create action, and deliver results. Known for his business acumen, his ability to resolve complex human relations issues, and his enthusiastic, accessible and responsive style, Ed partners with managers, leaders and business teams to explore clarity and communication, and traverse conflict and change.