The Values Edge 2.0 is a Toolkit that enables advisors and coaches to lead individuals and families to create a Personal Values Pyramid and Family Values Statement. These sessions help increase purpose, engagement, resilience and alignment within and across generations.

Values are the cornerstone of life—the foundation for identity, behavior, motivation, career, and lifelong resilience. They point to what we consider the core of who we are, how we make decisions and act. Our values form a personal fingerprint, a shorthand for defining identity. By defining personal values, members of a family can express who they are and align around what they share.

Used for 30 years by thousands of families worldwide, to appreciate differences and find common ground. Extends the values driven leadership work of Dr. Dennis Jaffe and Dr. Cynthia Scott.

This newly revised toolkit features an updated model of 8 “values clusters” , responding to over 10 years of user feedback. The new model gives a clearer view of your approach to your social world, and your style of acting. By sharing personal values arranged in colorful pyramids, people in a family or a work team can easily experience their similarities and differences to find alignment on shared values.

The Values Edge 2.0 Kit offers an interactive, conversational approach to help advisors, consultants, and coaches guide their clients to explore their values in relation to their personal motivations, life choices and shared identity.

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The Values Edge 2.0 Kit

$300.00$600.00

1. The Values Edge 2.0 Kit: $350
  • 8 decks of reusable values cards, colored stickers, and Values Pyramid Display Cards for preserving each person’s values choices and an action planning format to championing values.
  • Facilitators Guide (pdf) shows step by step, how to lead an interactive conversation to help an individual, couple, family, or team to define their Personal Values Pyramid, and then work together to create a Family or Team Values Statement.
  • Participants Workbook (pdf) offers additional background on the importance of values to individual success and satisfaction and a format for capturing applications to personal purpose and a summary of the behaviors that support a consolidated Family Values Statement.
2. The Values Edge 2.0 Kit + Live Virtual Training for advisors & coaches: $600 ($650)

The Values Edge 2.0 Kit as described above, plus 2.5 hours of facilitated, interactive learning about the 2.0 model and applications to support successful family businesses. Save $50 compared to buying separately.

  • Introduction and set up.
  • How to facilitate for high engagement and sustained impact.
  • Applications to career development, values-based leadership and identifying legacy and emerging values to governance challenges.
  • Agendas, virtual facilitation and customized formats.
3. Live Virtual Training Only: $300

2.5 hours of facilitated, interactive learning about the 2.0 model and applications to support successful family businesses.

  • Introduction and set up.
  • How to facilitate for high engagement and sustained impact.
  • Applications to career development, values-based leadership and identifying legacy and emerging values to governance challenges.
  • Agendas, virtual facilitation and customized formats.

SKU: TVE001 Category:

THE CREATORS


Dennis Jaffe Ph.D.

Dr. Jaffe, a San Francisco-based advisor to families about family business, governance, wealth, and philanthropy, is Senior Research Fellow at BanyanGlobal Family Business Advisors. He is author of Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises; Finding Her Voice and Leaving a Legacy; Cross Cultures: How Global Families Negotiate Change Across Generations; Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations and Working with the Ones You Love. The Family Firm Institute awarded him the 2017 International Award for service, and in 2005 he received the Beckhard Award for service to the field. In 2020 he was awarded a special commendation as an individual thought leader in the field of wealth management by the Family Wealth Report. He has a BA degree in Philosophy, MA in Management, and Ph.D. in sociology, all from Yale University, and professor emeritus of organizational systems and psychology at Saybrook University in San Francisco.

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Cynthia Scott Ph.D. M.P.H.

  • Core Faculty, Presidio Graduate School, San Francisco
  • Former VP Organizational Strategy, Saatchi & Saatchi S
  • SVP of Leadership Development, Lee Hecht Harrison
  • Founder of Changeworks Lab, San Francisco
  • Author of 10 books Heal Thyself; Self-Renewal; Stress Map; Rekindling Commitment; Empowerment; Take This Work and Love It; Managing Change at Work; Mission Vision and Values; Getting Your Organization to Change and Leadership for Sustainability and Change.

Cynthia offers 40 years of experience as a consultant, author, and social entrepreneur. She supports values-drive leaders to sustain meaning and energy during change and transition.

Cynthia has served as a leadership professor, organizational psychologist, board member, executive and change catalyst, building capacity for change and transformation in individuals, teams, and organizations. She is fueled by a deep curiosity about what conditions help people thrive, regenerate, and transform, and a conviction that this capacity could be built in individuals and organizations. This sparked her research and writing about burnout prevention, personal and organizational resilience, and development of agile and change capable leaders.

VISIT CYNTHIA’S WEBSITE

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