This is an example of an email you might use to invite an employee to their first Career Valuation (CV) meeting. Please feel free to amend and use as suits your own business.
In my role as your Cultural Leader, I am inviting you to a career valuation (CV) conversation. This is a structured discussion using the Career Valuation Tool in the adapt platform.
We will look at seven motivators and discuss, firstly, how important each of these factors are to you and, secondly, how well we are doing at meeting them. It will help if you can give the following some thought beforehand:
| Motivator | Ideal | Actual |
| Professional Fit | How important is it for you to use your existing skills and experience at work? How important is it for you to have a career roadmap where you can see your connection to the company's future? How important is it for you to learn new skills so you can grow and change in your capability at work? | Does your current role use your existing skills and experience? Do you have a clear roadmap connecting your career to the company's future? Are you learning new skills so you can grow and change in your capability at work? |
| Personal Fit | How important is it for you to live a life where your engagement with friends and family, community and work are balanced? | Do you have currently have the flexibility to live this life? |
| Cultural fit | How important is it for you to work at a company which fits with your own values and beliefs? How important is it to you that the values at the company are lived, maintained and demonstrated by everyone? | Do the values here fit with your own values and beliefs? Are the values here lived, maintained and demonstrated by everyone? |
| Training | How important is training and professional development to you? How important is it for you to learn new skills through formal training? | How do you rate the company's commitment to training and professional development? Are you learning new skills through formal training? |
| Mentorship* | How much importance do you place on this? How important is it for you to feel supported by your leaders and colleagues in your learning journey? And, if leadership is important to you, how much would mentorship contribute to that? | Do you feel supported and mentored by your leaders and colleagues in your learning journey? |
| Recognition/Feedback | How important is it to you to receive feedback and recognition for your personal and professional growth? How important is it for you to give feedback and input into the business | Is the feedback you receive in a format that is valuable and allows you to learn and grow from it? If you do offer feedback to the business, do you feel it is acknowledged and acted on? |
| Financial Security | How important is your salary package? How motivated are you by other financial benefits? | How do you rate your current salary package and other financial benefits?? |
*Note: In this context, mentorship is defined as a relationship between two people where the one with more experience, knowledge and connection is able to pass along what they have learned to the other.
The CV is an important tool to build trust and psychological safety in this business. We want to do our best to ensure everyone here is engaged and happy at work. It’s not a performance review! It also provides important data for the leadership team to use as inputs into their strategy and cultural initiatives.
Analyse Career Valuation Timeline