VALUES WITH VISION™ 

Aligning Who You Are Today with Who You Aspire to Be – Tomorrow

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Mission Vision Values

PURPOSE

Every thriving organization is powered by values that are more than words on a wall — they are the visible behaviors that bring the company’s vision to life. Values with VisionTM helps organizations define, activate, and embed core values that directly align with their long-term strategic direction — the vivid picture of the future, 7–10 years out on the horizon.

OUR APPROACH

Values with Vision™ integrates talent optimization science with leadership alignment to ensure values are not only aspirational but also actionable and observable.

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Step 1: Discover – Clarify your Vivid Vision — the detailed, future-state description of your
organization’s success.

Step 2: Define – Identify the minimally required behaviors that represent what “great” looks like
across all levels of the organization, to include leaders.

Step 3: Distill – Translate those behaviors into 4–6 core values with clear, behavior-based
descriptors that can be observed by anyone at any level.

Step 4: Values Activation – Integrate the values into hiring, feedback, rewards, coaching, and
performance management systems so they drive consistency and culture.

DELIVERABLES

  • Facilitated Values Discovery Workshop (includes PI Design Team Session to establish Strategy Alignment)
  • Vivid Vision Alignment Map (7–10 year horizon): Using the nominal group technique to prioritize the values that will create the greatest leverage
  • Behavioral Values Framework linking values to observable actions for team members and team leaders
  • Activation Playbook to embed values in daily practice using five, data-based
    performance management strategies to include 1:1 coaching, group huddles, bright spot recognition, self-reflection, and observation checklists

 
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OUTCOMES

  • Shared language for what success looks like — for everyone. 
  • Leaders and employees aligned to a single cultural north star. 
  • A sense of co-construction that involves a cross-section of the organization so everyone feels their fingerprints are on the future – building buy-in throughout the build process. • A living set of values that fuels engagement, accountability, and future-readiness.

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Megan Patel

Megan Patel

Talent Optimization Consultant and Values with Vision™ Facilitator

Megan is passionate about helping people and organizations grow. For more than 15 years, Megan has built earning systems, communication strategies, and engagement campaigns that turn business goals into real, measurable growth. Her work spans healthcare, higher education, and commercial industries—always centered on one goal: helping teams build the skills, clarity, and confidence to thrive through change. Megan believes communication and learning should feel practical, personal, and energizing. Whether she is designing a company-wide message, leading a leadership development program, or reimagining how communication design can inspire culture, she enjoys connecting insight to impact—and seeing people step into their potential.

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