1. BUSINESS PLAN 103 – VISION & GOALS
The purpose of this session is to help you understand how the two words relate to one another and how to develop a vision statement with associated goals to reach it.

2. WHAT is the relationship between Vision & Goals
HOW to develop a vision statement
HOW to create goals

3. A clear declaration about where you want to take your company.
VISION
WHAT IS A VISION STATEMENT?
A clear declaration about where you want to take your company.
DEFINE YOUR
VISION

4. FACTORS IN WRITING A VISION STATEMENT
Before you begin, remove all limitations you would normally impose on yourself.
Allow yourself to think in terms of future possibilities.
Think beyond visions such as grossing $3,000 per month or surviving the first year.

5. FACTORS IN WRITING A VISION STATEMENT
A vision statement should stretch your imagination.
Place no limits on funds, time, or other restrictions that may be floating around in your head.

6. FACTORS IN WRITING A VISION STATEMENT
Leave your statement open-ended. Take away that time factor that traditionally told us to visualize three to five years ahead.

7. FACTORS IN WRITING A VISION STATEMENT
Start with what you want to do and finish with what it will ultimately look like when you achieve your dreams.
A vision is a clearly articulated, result oriented, picture of the future you want to create. But, at the same time, it does not include the how and when.

8. FACTORS IN WRITING A VISION STATEMENT
Make your statement inspirational, first for you, and then for your employees and clients/customers.
SAMPLE
For Strategic Duck and BizQuack to become the Nation’s best, most respected, successful, and sought after small business support system.

9. It’s not about being fancy.
FACTORS IN WRITING A VISION STATEMENT
Keep your statement to one, or no more than two sentences. Simplify your ideas.
It’s not about being fancy.
It’s about creating a brief statement that explains, inspires, and guides the company and it’s employees and customers.

10. FACTORS IN WRITING A VISION STATEMENT
Don’t hide your vision statement under a bushel basket! In other words, don’t stick it in a drawer and forget about it. Your vision is the most significant part of your business. Put it in a place where you and others can see it.

11. FACTORS IN WRITING A VISION STATEMENT
At the time you write your vision statement you may not be able to see clearly all the steps that have to be taken to make it a reality.
That’s OK!

12. GOALS WHY DO WE NEED GOALS?
“Vision without action is a daydream. Action without vision is a nightmare.”
Japanese proverb

13. HOW DO GOALS FIT IN?
To make your vision a reality, it needs to be coupled with goals.
Your Vision is the inspiration you need to set your goals.
Goals are where the hard work begins and they will test your abilities, skills and perseverance.

14. GOALS
Goals are stepping stones that will take you to your vision.
As you complete each step, it puts you within reach of the next, and the next.
It takes many steps to achieve
your vision. Goals, like steps, are
short-lived, as you step off one, you go on to the next.

15. Goals need to have specific completion dates and be
STEPS IN CREATING YOUR GOALS
Goals need to have specific completion dates and be
Tangible
Absolute
Measurable

16. S M A R T Sustainable Set a goal which you can complete.
MAKE YOUR GOALS SMART! S
Sustainable Set a goal which you can complete. M
Measurable Goals have to be tracked in time and accomplishment A
Attainable Set goals that you know you can reach. Look a the resources and time necessary to complete each goal. R
Realistic This has everything to do with YOU. Are you truly able to achieve this goal? T
Time You must make the time commitment necessary to achieve the goal in the time you allocated.

17. Create a list so that they are measurable and focused
READY, SET, GO!
Focus on your goals:
Create a list so that they are measurable and focused
Prioritize your goals
Start working with just one
Celebrate your successes as you complete each one
Monitor your progress
Re-evaluate your vision

18. VISIONARY GOAL SETTER You must be both a And a to grow a business.
BELIEVE
You must be both a
VISIONARY
And a
GOAL SETTER
to grow a business.