Can the report be signed electronically?

Yes. Electronic signatures are legally recognized under the federal ESIGN Act (15 U.S.C. §7001) and by UETA in almost all U.S. jurisdictions, provided intent, consent, attribution, and retention requirements are met.

Do signatures require notarization?

Not usually. Notarization is only needed where a state law or contract expressly requires an acknowledged signature; remote online notarization (RON) may be used where authorized by state rules.

Who must sign the report?

Authorized representatives such as the CEO, board chair, or delegated officer should sign. Ensure signers match corporate authorization records to avoid invalid approvals or challenges.

How do I correct an error after signing?

Create a dated amendment or corrected report version that references the original. Have authorized signers approve and sign the correction; retain both versions for audit trails.

Are electronic copies admissible in court?

Yes. Electronic records admitted under ESIGN and UETA are admissible when authentication and integrity can be demonstrated through audit trails and metadata.

What if the report contains PHI or sensitive data?

Apply HIPAA safeguards, limit access, and execute BAAs with vendors handling PHI. Retain records for six years per 45 CFR §164.530(j) and follow organizational privacy policies.

Electronic Signature
Templates
Miscellaneous
Business Values Report

Business Values Report

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS VALUES REPORT

This Business Values Report Agreement (the "Agreement") is entered into as of by and between Client Name: and Consultant Name: .

WHEREAS

WHEREAS, Client operates a business enterprise and requires a formal assessment of corporate values, cultural alignment, and strategic recommendations to guide leadership decisions and stakeholder engagement; and

WHEREAS, Consultant possesses professional expertise in organizational values assessment, stakeholder interviews, and diagnostic reporting and has agreed to prepare a Business Values Report containing findings, conclusions, and recommended actions; and

WHEREAS, the parties desire to set forth the scope, payment terms, confidentiality obligations, and other material terms governing Consultant's provision of the Business Values Report.

SCOPE OF WORK

Consultant will perform the services described below and will deliver the Report and related deliverables to Client in accordance with the schedule stated herein. Consultant shall exercise commercially reasonable efforts and professional skill in performing the services.

Detailed Scope (describe tasks, methods, deliverables)

Core deliverables to be provided as part of the Report (select all that apply):

Values inventory and definition
Stakeholder interviews and synthesis
Cultural alignment audit
Actionable recommendations and implementation roadmap

PAYMENT TERMS

In consideration for Consultant's services, Client shall pay Consultant the fees set forth below in accordance with the schedule. All amounts are stated in U.S. dollars unless otherwise agreed in writing.

Total Fee Deposit / Initial Payment Payment Schedule / Milestones Late Fee

All invoices are due as specified in the Payment Schedule. Overdue amounts shall accrue interest at the late fee rate above or the maximum rate permitted by law, whichever is less. Client shall reimburse reasonable collection costs for past-due amounts.

TERM AND TERMINATION

This Agreement commences on the Start Date and continues until the End Date below or until terminated in accordance with this Section.

Start Date End Date Notice Period for Termination

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure such breach within the notice period above after receiving written notice. Consultant may suspend services upon Client's failure to pay undisputed invoices thirty (30) days after written notice.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by one party to the other in connection with this Agreement, including business plans, financial data, personnel information, and the results and content of the Business Values Report. Confidential Information does not include information that is (a) publicly known through no fault of the recipient, (b) rightfully received from a third party without restriction, or (c) independently developed without use of the disclosing party's Confidential Information.

The recipient shall (i) hold Confidential Information in confidence, (ii) use it only for the purposes of performing this Agreement, and (iii) disclose it only to those employees, agents, or advisors who have a need to know and who are bound by confidentiality obligations at least as protective as those herein. Upon termination or written request, recipient shall return or destroy Confidential Information and provide written certification of such return or destruction.

The parties acknowledge that monetary damages may be inadequate to remedy a breach of this Section and that injunctive relief may be appropriate in addition to other remedies.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles. The parties submit to the exclusive jurisdiction of the courts located in that State for resolution of disputes arising under this Agreement.

ENTIRE AGREEMENT

This Agreement, including all exhibits and attachments, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous understandings, proposals, or agreements, whether written or oral. Any amendment must be in writing signed by both parties.

FINDINGS, ASSESSMENT & RECOMMENDATIONS

Identified Core Values Organizational Alignment Score (0-100) Key Observations Recommended Actions

CERTIFICATIONS

Consultant certifies that the findings and recommendations in the Report are based on the information available at the time of assessment and on the professional judgment of Consultant. Client acknowledges that outcomes from implementation may vary and that Consultant does not warrant specific business results.

By signing below, each party represents and warrants that it has the authority to enter into this Agreement and to bind the party for whom it signs.

Client Name:

By:

Date:

Consultant Name:

By:

Date:

What a Business Values Report Is and What It Covers

A Business Values Report documents an organization's core values, how those values are translated into decisions and behaviors, and measurable outcomes tied to strategic objectives. It typically includes an executive summary, stated value propositions, quantitative and qualitative metrics, stakeholder feedback, and recommended actions. The report serves internal governance, board oversight, investor transparency, and external reporting needs where values-driven policies or certifications are relevant.

Why an Organized Business Values Report Matters

A formal report clarifies expectations, aligns teams, and provides an auditable record of value-based decisions. It supports governance, investor due diligence, and regulatory transparency where organizational conduct or disclosure is required.

Typical Users and Stakeholders

The Business Values Report is used by internal leaders, compliance teams, and external stakeholders to assess alignment between stated values and operational practices.

Executive leadership and board members who review strategy alignment and governance outcomes.
Compliance, legal, and HR teams that track policy adherence and training related to stated values.
Investors, lenders, and partners requesting documented governance practices during due diligence.

Use the report to create a traceable record that supports oversight, audits, and continuous improvement cycles.

Core Sections to Include for a Professional Report

A complete Business Values Report follows a clear structure so readers can find summary findings, metrics, and recommended actions quickly.

Executive Summary

Concise synopsis of findings, priority gaps, and high-level recommendations to inform board-level decisions and summarize the report for external reviewers.

Values Statement

Clear articulation of each core value, expected behaviors, and how values translate into policies or codes of conduct across teams.

Measurement Metrics

Quantitative KPIs and qualitative indicators tied to each value, with baselines, targets, data sources, and method notes for reproducibility.

Stakeholder Feedback

Summarized input from employees, customers, and partners showing alignment, concerns, or suggested changes linked to specific values.

Action Plan

Prioritized tasks, owners, timelines, and resources required to close gaps and embed values into operations and performance reviews.

Appendices

Supporting data tables, survey instruments, meeting minutes, legal disclosures, and document versions for auditability and traceability.

Essential Data Fields at a Glance

Report Title: Business Values Report

Effective Date: MM/DD/YYYY

Reporting Period: Start and end dates

Author / Owner: Name and role

Approver: Board or executive signatory

Version: Document version number

Stepwise Process to Complete the Business Values Report

Follow these steps sequentially to prepare, validate, and finalize the report for internal or external use.

01

Collect Data: Gather KPIs, surveys, and policy documents.
02

Draft Sections: Write summary, values, metrics, and actions.
03

Review Internally: Have legal, compliance, and HR review.
04

Approve and Publish: Obtain signatory approval and distribute.

Typical Submission and Distribution Flow

A clear routing path ensures approvals are captured and signed documents are archived consistently.

Prepare Document: Finalize report PDF and supporting exhibits.
Place Signature Fields: Add signatory fields and date stamps.
Send for Signatures: Email secure signing requests to approvers.
Archive Final Copy: Store signed PDF with audit trail.

Digital Signing and File Format Requirements

Use platforms that support standard document formats, secure transmission, and an audit trail for signatures.

Supported Formats: PDF, Word DOCX, and Excel accepted.
Integrations: Common integrations include Salesforce, NetSuite, Microsoft 365, Google Workspace.
Authentication: Email, SMS, KBA, or stronger methods as needed.

Choose a platform that meets your data security and compliance requirements and preserves a tamper-evident audit trail.

Key Timing Considerations and Routine Deadlines

Establish fixed dates for drafting, review, approval, and recurring updates to keep the report current and actionable.

Internal Draft Completion:

Complete at least 30 days before executive review.

Compliance Review Window:

Allow 7–14 business days for legal and HR review.

Board Approval Deadline:

Set a formal board meeting date for sign-off.

Distribution to Stakeholders:

Distribute final report within 3 business days after approval.

Annual Update Schedule:

Review and update the report annually or when material changes occur.

Common Preparation Pitfalls to Avoid

Using vague value language without behaviors makes measurement and enforcement ambiguous and reduces accountability across teams.
Failing to document data sources or calculation methods undermines metric credibility and hinders future audits or comparisons.
Omitting named owners and deadlines for actions prevents follow-through and allows improvement plans to stall indefinitely.
Relying only on verbal approvals or informal notes risks disputes; ensure documented sign-off with dates and roles.

Risks and Potential Consequences of an Incorrect Report

Regulatory Exposure: Incorrect disclosures may trigger regulatory review

Contractual Risk: Misstated commitments can breach vendor or investor agreements

Reputational Harm: Public inconsistency damages stakeholder trust

Financial Misstatement: Faulty metrics may distort performance reporting

Data Breach: Unsecured records increase liability

Invalid Signature: Improper signing could invalidate approvals

How This Report Differs from a Formal Valuation Report

Compare purpose, audience, and typical reliance to choose the appropriate document when stakeholders request value-related information.

Criteria	Business Values Report	Valuation Report
Purpose	culture assessment	financial valuation
Primary Focus	behaviors and governance	market and cash flows
Typical Audience	employees and board	investors and acquirers
Legal Reliance	internal governance	formal legal/financial reliance

eSignature Vendor Pricing and Feature Snapshot

Basic pricing and capability indicators help select an eSignature platform that supports secure signing, audit trails, and compliance. signNow appears first for parity with other vendors.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by vendor	Varies by vendor	Varies by vendor	Varies by vendor
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Frequently Asked Questions and Practical Answers

Answers to common execution, legality, and recordkeeping questions about the Business Values Report and its electronic handling.

Need help? Contact support

Can the report be signed electronically?
Yes. Electronic signatures are legally recognized under the federal ESIGN Act (15 U.S.C. §7001) and by UETA in almost all U.S. jurisdictions, provided intent, consent, attribution, and retention requirements are met.
Do signatures require notarization?
Not usually. Notarization is only needed where a state law or contract expressly requires an acknowledged signature; remote online notarization (RON) may be used where authorized by state rules.
Who must sign the report?
Authorized representatives such as the CEO, board chair, or delegated officer should sign. Ensure signers match corporate authorization records to avoid invalid approvals or challenges.
How do I correct an error after signing?
Create a dated amendment or corrected report version that references the original. Have authorized signers approve and sign the correction; retain both versions for audit trails.
Are electronic copies admissible in court?
Yes. Electronic records admitted under ESIGN and UETA are admissible when authentication and integrity can be demonstrated through audit trails and metadata.
What if the report contains PHI or sensitive data?
Apply HIPAA safeguards, limit access, and execute BAAs with vendors handling PHI. Retain records for six years per 45 CFR §164.530(j) and follow organizational privacy policies.

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