Vision Workshop

Karen Philip

10/31/2014

proprietary & confidential

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agendameeting objective

vision overview

storytelling working groups

identification of key points

crafting a vision statement

next steps

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01meeting objective

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meeting objective

Agree to a shared vision statement that provides an underlying guidepost to be

supported by all marketing and promotional efforts.

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01vision overview

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vision overview

• By itself, your vision statement doesn’t mean much. It’s just words.

• But if it’s supported by a group of people who are committed to a common cause, that’s something real.

• Few things are as powerful as shared vision.

• This exercise will help your team come up with a vision that matters, and then make the jump.

Are you ready?

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storytelling working group03

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Step 1: StorytellingTime: 20 minutesThe point of this exercise: being able to identify the important parts of your stories.

1) Working within your groups, take turns answering the following question(s):

• What does it look like when we’re doing our best work? OR

• What would it look like when we’re doing out best work?

3) Write details on paper. You’ll be sharing stories with the large group soon.

4) Look at the stories you’ve written down and as a group. Identify every time you mention a specific place, person, or animal. Circle them with a green highlighter.

5). Now draw a square with an orange highlighter around any mention of your organization making a difference and taking action.

6). Finally, underline with a yellow highlighter anytime something in the story in the story changes for better or results from your work.

*Note: Your circles, squares, and underlines may overlap.

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Step 1: Storytelling Time: 20 minutes

Example:

At the animal shelter, we helped volunteers proactively prevent fleas and ticks of adoptable pets, ensuring their future health which allowed families to understand the necessity of prevention as well as feel confident that their new family member is protected.

(Modeled after parasiticide)

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groups

Group 1:

Name

Name

Name

Group 2:

Name

Name

Name

Group 3:

Name

Name

Name

Group 4:

Name

Name

Name

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sharing: identification of key points

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Step 2: SharingTime: 25 minutes

1) Each team will share back their individual stories.

2) Identify circled items, squared items, and underlined items.

3) Group like items together.

Our CauseWho? What

Circled items go here

Our ActionsWhat we do

Squared items go here

Our impactChanges for the better

Underlined items go here

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crafting a vision statement05

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Step 3: Craft your statementsTime: 10 minutes

1) Split back into groups.

2). As a group, you’re going to write a mission statement for your organization that incorporates the Big Ideas identified as a large group.

3). All mission statements have these three elements: Cause, Actions and Impact.

Our CauseWho? What?

Where?

Our ActionsWhat we do

Our ImpactChanges for the

better

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Step 3: Craft your statements

Things to keep in mind:

1). Don’t worry about word choice. This is the easiest part to nit-pick and the least important for your final statement!

2). Keep it short and simple. Many of the best mission statements have fewer than 10 words.

3). Say it loud. Does it sound awkward? Memorable? Catchy? Human?

4). The disagreement test: If no one would disagree with your statement (things like “make the world better” or “act with integrity”) then you statement is too generic. Don’t hide behind clichés!

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Step 3: Team AgreementTime: 10 minutes

1) Share back each team’s proposed statements.

2) Identify each time a Big Idea identified earlier is represented.

3) Proposed statement evaluation:

• Why is the vision defined important?

• Does the vision defined matter?

• Why do you know that you can achieve this mission together?

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next steps06

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next steps

• Utilize the proposed vision statements and Big Ideas to finalize the recommended vision statement wording.

• Present the final vision statement to the stakeholder team at the next workshop in order to:

─ achieve agreement and approval of the stakeholder team.

─ tell the world why what you’re doing matters.

─ lead your organization to do what matters.

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A vision alone isn’t enough.

You’ve got to use it as the true purpose of your organization’s work

and express it in messaging.

What questions do you have?

thank you

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