1. Part IV: Vision Values Mission
Strategic Planning
Part IV:
Vision
Values
Mission

2. "Strategic planning is worthless—unless there is first a strategic vision."
- John Naisbitt

3. Vision Statement
A vision is a global concept, it paints a picture of the social enterprise's direction and future.
It states the ultimate long-range goal for your social enterprise. An effective vision statement succinctly communicates an uplifting philosophy that energizes social enterprise stakeholders to embrace challenges in order to successfully accomplish goals.
Vision

4. Vision Life Span 10 – 20 Years
The time to revisit your vision statement is the point when your enterprise either has achieved its vision or has substantially moved away from it.
Microsoft Example
1975 Vision Statement - "to put a computer on every desk and in every home ."
1999 Vision statement - "offering people and businesses the ability to be connected and empowered any time, anywhere, and on any device."

5. Vision Statement How do you envision your organization in 10 years?
How is what you hope to achieve embodied in this vision?
In one or two lines, write a vision statement for your organization.

6. Your Organizational Values
List 3-5 values – you perceive your organization to have
List 5-10 characteristics that distinguish your organization

7. Values Example Characteristics:
“The mission of Southwest Airlines is dedication to the highest quality of Customer Service delivered with a sense of warmth, friendliness, individual pride, and Company Spirit”
Characteristics:
Short
Cattle call
No food
Everyone does all jobs
Curbside check in
Employees make jokes
One of the best companies to work for
Can’t book through travel agent
One class

8. Core Values Example Characteristics:
“The mission of Southwest Airlines is dedication to the highest quality of Customer Service delivered with a sense of warmth, friendliness, individual pride, and Company Spirit”
Characteristics:
Shorts
Cattle call
No food
Employees do all jobs
Curbside check in
Employees make jokes
One of the best companies to work for (benefits, compensation, and ambiance)
Can’t book through travel agent
One class

9. Southwest Airlines Core Values
  Low Fares
  On-time
  Customer Service
Fun

10. Live by Your Values
Southwest Airlines’ CEO received a letter from a customer complaining that a flight attendant made a joke during the safety demonstration.
The CEO’s response: “We will miss you.”

11. Values Exercise List organizational characteristics (actions)
Translate into values

12. Deconstructing the Mission
Exercise:
Writing the Mission Statement

13. The Mission is the AnchorTo
Vision
Social Enterprise
Mission
Unrelated
Opportunity

14. Compatibility of Mission & Scaling Strategy
NW Works Mission Example:
Prior to Developing Scaling Plan
“Enable adults in Winchester Country, Virginia with disabilities to select, secure and sustain valued employment.”
2005 – Post Scaling Plan
“Enable adults with disabilities to select, secure and sustain valued employment.”

15. Revisit mission statement
Why – problem statement
What – purpose statement
For whom – client statement
How – business statement
Who – value proposition
Does your mission statement enable / support your scaling goals?

16. Describe your Client
Whom have you identified as the target population of your organization?
What are their needs?
What are their characteristics?
Where are they located?

17. 1. Client statement
"The target clients of the Haiti organization are poor women engaged in food transformation of agricultural products in the Goavian region, the community surrounding the local implementing partner".

18. Describe the problem
¨      What is the predominant need you identified among your target population?
¨      What are the constraints or barriers the target population faces to solving this problem?   

19. 2. Problem statement
"The main problem faced by these women microentrepreneurs is access to markets in which to sell their products."

20. Purpose What will the ultimate result of your work be?
How is the situation going to be different because of the organization?
What is going to change for the target clients?

21. 3. Purpose statement
"To increase economic opportunities and income of poor women entrepreneurs engaged in food transformation of agriculture."

22. Describe your “business”
¨ The business statement describes basic strategies and/or methods you will use to accomplish your purpose.

23. 4. Business statement
“To increase economic opportunities and income of poor women entrepreneurs through production technology, research and development, and marketing services that enable them to produce commercially competitive, high-quality goods and link them directly to markets."

24. Describe your values
The value statement describes the beliefs and guiding principles of your organization.

25. Core Vales are the Pillar of Mission
And evidenced
by organizational
characteristics
Core values

26. 5. Values statement
The organization is committed to bridging gaps of economic disparity among poor women microentrepreneurs and developing self-determination. The guiding principle of the organization is to operate as a business with the goal of full cost recovery, believing this to be the only viable means to achieve sustainable objectives of economic justice and improved quality of life for poor women in the Goavian region of Haiti.

27. Mission Statement for TARTINA
"To increase economic opportunities and income of poor women entrepreneurs engaged in food transformation of agricultural production in the Goavian region of Haiti through the creation of a financially viable organization that provides them with commercialization services and market linkages so they can supply high-quality products to their customers."