1. Vision and Mission in Words
Key to Strategic Advantage: Planning
Presented by
Sarah J. Holt, PhD, FACMPE

2. Strategic Planning Approaches
Top-down
Vision
Mission
Goals
Strategies
Tactics
Action plans
(Effective in stable business-builds on existing competencies)
Top-down/Bottom-up
Strategic intent
Challenges
Opportunities
(Effective in new and unstable environment-builds on new competencies)

3. Strategic Planning
Is a waste of time and energy unless all parties involved are completely open and honest
Clarity in expressing ideas is extremely important during the process
It is understandable why the commitment of the strategic planning session wanes—change is hard and risky

4. Strategic Planning
Provides well thought out, logical framework for organization
Is basis for all discussions among and with stakeholders
Serves as benchmark to measure and review actual performance

5. Strategic Planning
Should provide direction to everyone in the organization
All decisions for the organization can be benchmarked against the mission and vision statements
Should focus every member of the organization on the same goals thereby reducing decision-making mistakes

6. First Rules in Vision & Mission
Settle on definition of each
Avoid phrasing debates
Remember this isn’t an exercise in fine writing
Craft concept
Involve all

7. Vision Statements: Truths
Often gets put in a binder only to serve as a reminder of lost commitment
If you don’t mean it, don’t waste time writing
Should paint a picture that creates motivation and commitment

8. Vision Statement States what the organization intends to become
Will occur at some point in the future
Is forward-thinking and all-inclusive
Inspire individuals in the organization about the direction the organization is going
Must be communicated constantly

9. Vision Statements Commitment
To developing new product or service
To ensure quality
To provide excellent customer service
To ensure enjoyable and productive work environment
To ensure sustainable growth and financial security

10. Writing the Vision Statement
Answers:
What do we want to become?
What we want to be?
What we want to accomplish?

11. Writing the Mission Statement
Answers:
What is our business?
What is our primary responsibility?
Function:
Purpose or reason for being
Relates to becoming what we want to be

12. Mission Statement Reveals
The organization’s professional intent/purpose
The organization’s unique products or services
The organization’s philosophy and values
The organization’s public concern

13. Goals Are based on achieving vision Reflect the mission
States an objective
States what you are striving to attain
Should be for a specific period of time

14. Writing Goals To provide… To promote… To encourage… To increase…
To represent…
To participate…
To facilitate…
To expand…

15. Strategies Must be focused on a result (not activity)
Be consistent with mission and vision
Be specific
Be measurable
Be related to time

16. Questions, Discussion, & Answers
Sarah J. Holt, PhD, FACMPE