Strategizing the Future
Mission, Vision, Values
Critical Questions
What is the current situation of our program or project?
In what ways do we want our program or project’s situation to change in the future?
How will we move our program or project to the preferred future state?
Are we making acceptable progress toward the desired future state?
Start by considering…
Organizational Culture – By design or by default?– Be mindful of environmental issues you must overcome to reach
your desired goal Loyalty
– Loyalty Exercise – Think about a company or service that you are loyal to. List some of the reasons you are loyal to that particular company or service.
Long Term vs. Single Transaction– Which are you looking for in your program?
“You don’t build it for yourself… you know what the people want and build it for them.” (Walt Disney)
Take care of the process and the bottom line will take care of itself (Theory of Causation)
Mission Statement
Cross between a slogan and an executive summary Powerful force to clearly define your company/project
purpose for existence Helps keep you focused Expresses your company/project story and ideals in
less than 30 seconds What is to be done and why: Concise, outcome-
oriented, inclusive
Fred’s Story (http://www.toolkit.cch.com/text/P03_4002.asp)
How to write a mission statement
A mission statement should say who your company/project is, what you do, what you stand for and why you do it.
An effective mission statement is best developed with input by all the members of an organization.
The best mission statements tend to be 3-4 lines long. Avoid saying how great you are, what great quality and what
great service you provide. Examine other company's/project’s mission statements, but
make certain your statement is you and not some other company. That is why you should not copy a statement.
Make sure you actually believe in your mission statement, if you don't, it's a lie, and your customers will soon realize it.
Health-Related Mission Statements
Building a healthy community through a comprehensive initiative to promote jobs, education, and housing
Promoting adolescent health and development through school and community support and prevention
Disney (Service Theme)
We create happiness by providing the finest in entertainment for people of all ages everywhere
You will typically work in a service business
Toastmasters
The mission of a Toastmasters club is to provide a mutually supportive and positive learning environment in which every member has the opportunity to develop communication and leadership skills, which in turn foster self-confidence and personal growth
Union Pacific
Union Pacific is committed to be a company where
our customers want to do business,our employees are proud to work,and shareholder value is created.
Mutual of Omaha – Wellness Center
The mission of Mutual of Omaha’s Wellness Program is to provide associates with opportunities to improve their behaviors, to live healthier, more productive lives, and to create a corporate culture that supports healthy lifestyles.
Ball Memorial Hospital
Cardinal Health System will promote wellness and improve the health status of the people of East Central Indiana and surrounding areas through patient care, health education, and medical research.
Ball Corporation
To be the industry leader in helping major beverage and food customers fulfill their metal and plastic packaging needs and to be a leader in providing remote sensing systems and solutions to the aerospace and defense markets.
Ball State University
Ball State University is a learning community engaged in the discovery of knowledge, the integration of learning experiences, and their application through civic and professional leadership.
Fisher Institute for Wellness and Gerontology
The mission of the Institute is to teach, promote, investigate, and evaluate health and well-being throughout the lifespan
LivingWell Resources
Our mission is to coordinate a network of shared resources to help Wellness Leaders working in Delaware County. To accomplish this we will investigate, compile, and disseminate information about wellness resources and provide related educational opportunities and technical assistance.
Mission Statement
Does your project have a mission statement?
Does that mission statement reflect the mission of the Institute and the University (or the larger organization in which you are functioning?
Does that mission statement reflect what your team is doing?
Do you believe in your mission?
Vision
Includes description of the organization as it effectively carries out its operations
Your dream: shared, broad, inspiring, easily communicated
A compelling description of how "a day in the life of the customer" is improved by enjoying the benefits of your products and services
Ball State University
Ball State University will be a national model for all who seek intellectual vitality in a leaner-centered and socially responsible academic community.
LivingWell Resources
Our vision is to have a network of Wellness Leaders working in Delaware County schools and workplaces who feel confident and supported as they deliver high quality coordinated and comprehensive wellness programs to help improve the health and wellbeing of the individuals and families they serve.
Vision
Does your project have a vision statement?
Does that vision statement reflect the vision of the Institute/University?
Does that vision statement reflect the dream of the team members?
Do you believe in the vision?
Values/Beliefs
Core priorities in the company’s/program’s culture
Govern the operation of the business and its conduct or relationships with society at large, customers, suppliers, employees, local community and other stakeholders
Disney
Safety – The welfare and piece of mind of the guests are always provided for
Courtesy – Every guest is treated like a VIP Show – Seamless and exceptional
entertainment for the guests Efficiency – Smooth operation of the theme
parks and resorts
Fisher Institute
Programs at the Institute reflect a dynamic, multidimensional, systems-based approach to improving health and well-being. This dynamic process develops and matures across the course of a lifetime, so individuals have ever changing needs, options, and choices
Values/Beliefs
Does your project state its core values?
Do these values/beliefs reflect those of the Institute/University?
Do you believe in these values/beliefs?
SWOT Analysis
SWOT Analysis
Internal– Strengths– Weaknesses
External– Opportunities– Threats
Business SWOT/Personal SWOT
SWOT Exercise
Use the SWOT analysis tool provided by mindtools.com to analyze the internal and external situations related to the Fisher Institute for Wellness and Gerontology Wellness Management Program… as you see it at this early stage in your studies!
Mindtools.com www.mindtools.com/rs/SWOT
Strengths
Weaknesses
Opportunities
Threats
Budget:Allocating Resources
Operating Budget– Revenue– Expenses
Personnel Budget– Person-hours allocated
for activities
Intervention Planning
Step 1: Building knowledge of the client Step 2: Assessing client’s needs Step 3: Establishing desired results for the
intervention Step 4: Designing the intervention Step 5: Implementing the intervention Step 6: Evaluating the intervention by
conducting formative and summative evaluations
Planning Models
PRECEDE-PROCEED Model for Health Promotion Planning and Evaluation
Model for Health Education Planning Multilevel Approach to Community a Health CDCynergy Social Marketing Generalized Model for Program Planning ***