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INTRO

Define Team Mission

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Define your team purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.
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Judy Butler
10:15pm
Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
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Marty
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March 23
MARKETING SEO -Win the market and all the users for years to come
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#samplenotes

Add your 7-12 word mission here

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TEAM PURPOSE

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What is the purpose of this team? Why does it exist? How does it help people/companies? Connect to company purpose. 
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Your 100yr purpose for this org, project, role. How it helps people.

Test it:

  • 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
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ULTIMATE GOAL

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The big, audacious, 10yr+ goal for this team. Can you fully visualize and define success? Connect to company vision. 
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The big, audacious, 10yr+ goal. Can you fully visualize success.

Test it:

  • 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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STRATEGY

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Perform a Vision SWOT Analysis to define your 3-4 key strategies for achieving your ultimate goal 
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Your 3-4 key strategies for achieving your bold vision

Use a Vision SWOT Template and use the conclusion insights to drive your long-term strategy

or use the standard SWOT Template for quarterly planning and add your conclusion to the strategy section

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VALUES

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Foundational principles that guide all of a company’s actions. Company values + team values. 
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Foundational principles that guide all of a company’s actions

Test it:

  • 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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METRIC

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The key operating plan metric and goal that matters most for this team. Include your 1 & 2 year goal for this metric. 
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The metric goal that matters most for this company, team, or role. Include your 1 & 2 year goal for this metric

  • This 1 & 2yr metric goal should come from your company or teams financial model.
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MISSION

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Combine the Purpose & Vision into 7-12 word team mission that connects to company mission. Add 1yr/2yr Metric Goal to it as well. 
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Combine the Purpose & Vision & 1-3yr Metric Goal above into a ~7-15 word company, team, or role mission.

  • Add each direct reports team or role based 7-12 word mission as a separate line the mission section or in this notes section

Ex:
Google Mission - Organize The World's Information And Make It Universally Accessible And Useful. $270B FY22.

Other examples:

SWOT Mission - #1 strategy platform to achieve your mission by making the best decisions. $45M ARR FY23.

SpaceX Mission - To revolutionize space technology, with the ultimate goal of enabling people to live on other planets

Microsoft Mission - Empower every person and every organization on the planet to achieve more

Meta Mission - Give people the power to build community and bring the world closer together by bringing the metaverse to life

Linkedin Mission - Connecting the world’s professionals to make them more productive and successful and create economic opportunity for every member of the global workforce

GitLab Mission - Make it so that Everyone Can Contribute by Becoming the Most Popular Collaboration Tool for Knowledge Workers in any Industry.

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TEAM

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Type '/' to link to your team member role-missions 
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PLAN

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Type '/' to link to your quarterly project alignment plans 
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