WHAT IS THE ALIGN REPORT?

The Align Report is designed to focus the energy and direction of a business. This is especially important for businesses with multiple owners or large management teams. The detailed report produces honest feedback from executive team members, showing owners a way to best move forward and make the most pertinent decisions.

How does it work?

The Align Report takes the input from multiple Discover Assessments taken by individuals with a business. It presents the collected findings, comparisons, and observations in a single report. The goal is to highlight the similarities and differences of team members regarding their view of the business in an open and honest environment.  The Align Report can also be set up anonymously for team member privacy.

The Align Report Process

1. Discuss this invaluable upsell with the primary business owner then follow the steps below - use the Align Report one-pager or a copy of generic Align Report  to help with this conversation. 

2. Notify our Support Team and begin the Align process by emailing ValuCompass Support the list of names and email addresses of additional owners or top level management members who you wish to include in the Align report (use 3-7 members for best results). 

3. Then share your advisor's Discover Link (found under the Marketing tab on your ValuCompass dashboard) with all the business team members and agree on a timeframe for them to complete it.

4. Once all members of the business team have completed the Discover Assessment, notify the ValuCompass Support team and they will compile the report within three days.

5. Discuss the results with the Business Owner and propose a time to review the findings with the business owner's full team meeting. Focus the meeting on what's currently working within the business, where there is a lack of communication (causing misalignment), and the specific drivers that need attention (based on combined assessment results).