Creating a Vision

www.optimumfx.com

Intent of session

This exercise will enable you to:

• Create a compelling vision with your team

• Identify key initiatives for achieving this vision

• Prioritise your initiatives to maximise your impact

• Share all these outputs in a simple visual format

Why set a vision?• ABC Model - Everything man-made started with an idea – We can only build what we

can see or imagineWhen we build something or go on a journey – we have a picture of where we are going to end up, what it’s going to look like. When you create a shared vision, it allows everyone to have the same picture maximising your chances of achievement.

We believe that when go on a journey that we go from A to B to C, and this isn’t the case, we have the whole picture of ABC in mind and this is our guide to steer us through whatever we come across..

• Reticular Activating system (RAS) – allows us to make connectionsThe part of the reticular formation in the brainstem that plays a central role in bodily and behavioural alertness; its ascending connections affect the function of the cerebral cortex and its descending connections affect bodily posture and reflex mechanisms.

It’s what controls making connections between what you want and what is available in your environment.

It’s the first step for setting a medium - long term strategy

When you have a shared/team vision it multiplies the probability of achievement

The greater your clarity on WHAT you want to achieve, the greater your likelihood of achieving it

Elements of your vision

• Values– What behaviours are we going to hold each accountable for

• Current state– Where are we now? Open and honest statements. Include KPI’s

• Future state– Where do we want to be. Statements in present tense. Include KPI’s.

• Initiatives/milestones– The main projects or outcomes that you want to achieve

• Review processes– Milestone plans, Build into objectives, Management reviews

• Supporting activities– What additional activity will help you achieve your goal

Creating the compelling vision

1. Team Values2. Current StateHonest statements

3. Future StateWritten as if already occurred

4. Key InitiativesSteps to achieving vision

5. Review processesWays you will stay on target

6. Supporting activities

Summary of Creating a Vision

Steps

• Values & Behaviours

• Current state

• Future state

• Changes / Initiatives

Tools

Answer question - How are we going to behave as a team?

SWOT, Brainstorm, Audit

Imagination, Benchmark, Invert current

What would fill the gap?