1

What is our mission?

Who is our customer?

What does our customer

value?What are our

results?What is our

plan?

What are we trying to achieve?

How have our customers changed?

What are our customers’ aspirations?

How do we define results for our organization?

Where should we focus our efforts?

What are our internal and external

considerations?

Do our strengths match the needs of

our customers?What is our capacity

to deliver?What are the major

contributors or hindrances?

What are the goals that will enable us to achieve our desired

results?

Should we redefine our mission? Why or

why not?

Should we add or remove certain

customer groups?

What resources do we have to

determine our customers’

satisfaction?

How do we share these results?

What are the budget implications?

Clarity: Your Mission Matters

The Five Most Important Questions You Will Ever Ask About Your Organization- Peter Drucker (with others)

2

Decisions through the lens of your mission

What if we disappeared tonight?What would the world, the community, or individuals regret having lost? - Tom Ahern http://aherncomm.com

What would this organization be doing, that it’s not doing already, if money were no object? - Pamela Jones Davidson

http://www.giftplanners.com/davidson_gift_design/

1. Who Do We Serve?2. What is Our Core Strength?3. What is Our Core Score?4. What Actions Can We Take Today?

The One Thing You Need to Know …About Great Managing, Great Leading, and Sustained Individual Success

- Marcus Buckingham http://www.tmbc.com/

3

Contribution to Mission LOW HIGH

LOW Use of

Resources

I s this really a good fit for us?

Keep / Expand These Programs

HIGH Use of

Resources

Reconfigure / Eliminate these Programs?

CORE Can we do it differently with fewer or different resources?

Source: Kate Barr, Nonprofits Assistance Fund

Mission in Mind: Program Review

4

Our organizational values over the past 5 years (top 15, most important at the

top):

The values we would like to live (in the future / always):

For more information on planning with values, see Dennis Jaffe’s The Values Edge (SM) card system: www.dennisjaffe.com. Using a deck of 56 cards, each with a separate value, The Values Edge (SM) system allows a user to sort and prioritize their values.

1. Are we “living” our most important values? (My most important values?)

2. What barriers are preventing us from “living” our core values? (My core values?)

3. What is out of balance in our organization? (In my life?)4. To get more balance, in what areas should we grow? (Should I

grow?)5. What specific actions can we take to gain more balance? (Can I

take?)6. How have our values shifted over time? (How have my values

shifted?)

Clarity: Your Values Matter

5

1. Acceptance2. Accountability3. Achievement4. Adventure 5. Affordability6. Ambition7. Animal rights8. Appearance9. Approval10. Artistry11. Authentic12. Autonomy13. Balance14. Beauty 15. Belonging16. Boldness17. Career 18. Challenge19. Charm20. Clarity21. Collaboration22. Commitment23. Communication24. Community25. Compassion26. Competence27. Completion28. Confidence29. Conformity30. Connection31. Connectivity32. Consistency33. Conflict Resolution34. Control35. Courage

36. Creativity37. Culture38. Curiosity39. Dignity40. Diligence41. Determination42. Education43. Empowerment44. Enjoyment45. Environment46. Ethical47. Excellence48. Expertise49. Expression50. Fairness51. Faith52. Family53. Financial Security54. Forgiveness55. Freedom (personal?)56. Friendship57. Frugality58. Fun59. Future60. Generosity61. Growth (personal?)62. Happiness63. Harmony64. Healing65. Health (physical /

emotional)66. Helping67. Honesty68. Honor69. Hope

70. Humor71. Imagination72. Independence73. Influence74. Ingenuity75. Innocence76. Integrity77. Joy78. Knowledge79. Laughter80. Leadership81. Learning82. Love83. Loyalty84. Making a Difference85. Mobility86. Moderation87. Modest88. Objective89. Open Mindedness90. Opportunity91. Optimism92. Originality93. Partnership94. Passion95. Peace96. Persistence97. Play98. Pleasure99. Power100. Privacy101. Prosperity102. Purity103. Rebellion104. Recognition

105. Relaxation106. Respect107. Responsibility108. Safety109. Security110. Service111. Simplicity112. Sincerity 113. Social Responsibility114. Solitude115. Spirituality116. Spontaneity117. Stability118. Status119. Stewardship120. Strength121. Surprise122. Support123. Sustainability124. Teaching125. Thoughtfulness126. Thought leadership127. Tolerance128. Tradition129. Transformation130. Trust131. Uniqueness 132. Vision133. Wealth134. Wisdom135. Winning136. Wholesome137. Work-Life Balance138. __________________139. __________________

Values: Organizationally, Personally?