Values Exploration and Excavation

The purpose of a Values Excavation is to identify the values currently in operation within a culture. Often, organizations have stated values that are more aspirational than operational.

When organizations make the invisible visible, they can identify the behaviors and values necessary for building the culture they envision, and they can name the barriers to introducing values and behaviors that create the conditions for psychological safety, the vulnerability that builds trust and high standards for how we work together.

This work is the foundation for operationalizing the values, creating accountability, and setting a high standard for values alignment.

Leverage To Lead

Process

Through group and one-on-one processing sessions, we will:

  • Identify the patterns of behavior that represent how work gets done
  • Name the values that those behaviors represent
  • Examine each value, and identify ways in which it creates inclusion and/or exclusion
  • Imagine what values we can add as antidotes and disruptors to exclusion
  • See the barriers preventing the introduction of more inclusive values

Deliverables

A Values Excavation provides tangible data along with careful observations and reflections that help you understand how people are experiencing your organization’s culture. From our work with a core team of your leaders, we provide:

Values & Culture Overview

These comprehensive and detailed discussion notes from our group and one-on-one meetings with leaders and employees reflect people’s experiences, challenges, and needs.

Draft Values Statement

These comprehensive and detailed discussion notes from our group and one-on-one meetings with leaders and employees reflect people’s experiences, challenges, and needs.

Narrative Summary

We help you envision a way forward with key findings and reflections on how your organization can leverage your values to achieve your vision. This document is a starting point for transformation and operationalizing your values.
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Socializing Your Values

Once you have completed the Values Excavation and can begin naming your desired values, an organization-wide retreat is often the best way to help your whole team understand and embody those values. Living out your values requires communication, buy-in, relationships, and trust. We can help you present your values to your team and invite them to discover together how everyone will uphold them.

Read about how we can help you create supportive systems and structures to operationalize your values in your day-to-day functions.

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