After you’ve left

As a matter of course, advisors will follow up their meetings with SMEs by running some calculations, writing up meeting notes or producing a report.

(Click on the red text in the blue boxes below to reveal further information.)

In addition to these, be sure to follow up on some of the values-based insights garnered during the meeting. For instance:
  • Is there an environmental business network, either locally or nationally, to which you could refer the SME?

Reflect on your experience of trying to bring values into play. For example:
  • Which particular words or approaches seemed to get a good response from the client?
  • Did you find it straightforward to steer the conversation towards the ‘bigger’ questions of the business’s values, or its long-term purpose?

When you are ready, return to Session 4 – Summary and action points.

During your visit