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Vision workshop

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Slides used in a client brainstorming workshop to establish a Vision Statement.

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Vision workshop

  1. 1. Vision Workshop Karen Philip 10/31/2014 proprietary & confidential
  2. 2. 2 agenda meeting objective vision overview storytelling working groups identification of key points crafting a vision statement next steps 01 02 03 04 05 06
  3. 3. 3 01 meeting objective
  4. 4. 4 meeting objective Agree to a shared vision statement that provides an underlying guidepost to be supported by all marketing and promotional efforts.
  5. 5. 01 vision overview 5
  6. 6. 6 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?
  7. 7. 7 storytelling working group 03
  8. 8. Step 1: Storytelling Time: 20 minutes The 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 . *Note: Your circles, squares, and underlines may overlap. 8
  9. 9. 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) 9
  10. 10. groups Group 1: Name Name Name Group 2: Name Name Name 10 Group 3: Name Name Name Group 4: Name Name Name
  11. 11. 11 sharing: identification of key points 04
  12. 12. Step 2: Sharing Time: 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. 12 Our Cause Who? What Circled items go here Our Actions What we do Squared items go here Changes for the better Underlined items go here
  13. 13. 13 crafting a vision statement 05
  14. 14. Step 3: Craft your statements Time: 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. 14 Our Cause Who? What? Where? Our Actions What we do Changes for the better
  15. 15. 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! 15
  16. 16. Step 3: Team Agreement Time: 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? 16
  17. 17. 17 next steps 06
  18. 18. 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. 18
  19. 19. 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. 19
  20. 20. What questions do you have? thank you 20

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