Vision Board

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

Create WOW Deck
Create Investor WOW Deck

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

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

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"

Create Gap Analysis