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INTRO

Vision Board

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Set the long term strategic vision for your team. Once you have the 3-5YR plan set, then execute annual and quarterly planning to drive progress.

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Vision Board

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STRATEGIC OBJECTIVE

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Describe the bold strategic objective in 5 to 10 words
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[Perform Vision SWOT to determine strategic objectives] 
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Add a vivid description of this long-term strategic objective, pillar, or priority. 
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STRATEGIC OBJECTIVE

TL
Describe the bold strategic objective in 5 to 10 words
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Add a vivid description of this long-term strategic objective, pillar, or priority. 
TL
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STRATEGIC OBJECTIVE

TL
Describe the bold strategic objective in 5 to 10 words
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Add a vivid description of this long-term strategic objective, pillar, or priority. 
TL
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METRICS

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Use the "Balanced Scorecard" to decide on the top 4-5 key metrics to list here and the 3yr metric goals 
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VALUES

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Add values above, then take the values test [do our values pass the test] 
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  • If you could only use 5-6 words to describe the culture, would this be one of them
  • Is this passionately held on a gut level?
  • Would you build a new company around this core value regardless of the industry?
  • Would you want your organization to continue to stand for this core value 100 years?
  • Do you believe that those that do not hold this core value, don't follow it, should leave
  • Does this core value help you in the decision-making processes?
  • None of these values are aspiration for future vs currently held core values.
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TEAM VISION BOARDS

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Type '/' to link to each teams vision Alignment plans 
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ANALYSIS

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MISSION [add link to Mission, Vision, and Values] 
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Create a roles based Mission, Vision, Responsibilities

Purpose: What is the org, project, or role's reason for existence. Gut inspiring, how we help people.

Test Your Purpose:

  • Do you find this personally inspiring?
  • Is this core purpose passionately held on a gut level
  • Does it get to a deeper reason than just making money, how it will help people.
  • Can this inspire for over 100 years
  • Is this a perpetual guiding star - always to be pursued
  • Will this bring out the energies and talents of people
  • Does the purpose help you to decide what activities to not pursue
  • Is this purpose authentic—something true to what the organization is all about
  • Would you feel proud in describing your work in terms of this purpose to friends, family, others?
  • Does it describe the resultant experience or outcome, not what you do?

Breakout Session:

  1. Each team member to write out their own version of the purpose statement
  2. Each team member to select and vote [click the star] on one purpose statement, other than their own, that meets above criteria
  3. Sort the template by "votes" in the settings, hover over the star to see vote totals. Discuss as a group the best choice.
  4. Test the choice out on the questions above.
  5. Finalize your core purpose and delete the alternatives

Vision: Big, 10yr+ audacious goal. Can fully visualize every aspect. Grabs you in the gut.

Test your Vision:

  • Can you fully visualize every aspect of the Goal - see it from every angle
  • Does it require 10 to 30 years of effort to complete
  • Can the organization MUST believe “we can do it anyway” - even though 50/50 chance
  • Does it have a clear finish line
  • Does it engage people - grab them in the gut. It is tangible, energizing, highly focused.
  • Does it stimulate forward progress
  • Does it getting people going? Do they find it stimulating, exciting, adventurous?
  • Can you commit that you will "Never give up” on this goal
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VISION DECK [add link to your Vision slide deck] 
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Create WOW Deck
Create Investor WOW Deck

built on
VALUE POSITIONING [Add link to value positioning]
Create Value Drivers

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VISION SWOT [add link to SWOT Analysis, force rank all items] 
TL

Complete a quarterly SWOT Analysis based on your objective. Look at your SWOT from every dimension and every area of responsibility. Seek input from your peers and those that rely on your function.

Create SWOT Analysis

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VISION PESTEL [add link to PESTEL analysis, force rank all items] 
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Create PESTEL Analysis

Future PESTEL is about asking yourself for example "what political factors or changes 5 years could impact us", "what social factors or changes 5 years out that we should consider"

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VISION GAP [add link GAP Analysis, force rank all items] 
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New

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