1. Using Values & Vision A Workshop for MEET U.S. Program. Facilitator: Sanford B. Ehrlich, Ph.D. San Diego State University

2. MEET U.S. Vision - 2 key components Core ideology –Core values –Core purpose Envisioned future –10-30 year audacious goal –Vivid description Source: Collins & Porras, Built to Last, 1994.

3. MEET U.S. Core Values Definitions: The organization’s essential The organization’s essential and enduring tenets – a small set of and enduring tenets – a small set of general guiding principles general guiding principles Standards or qualities about what Standards or qualities about what is desirable, that directs our actions is desirable, that directs our actions “Core values are not something people buy into.” - Jim Collins, 1996

4. MEET U.S. Winning organizations have strong values These values define desirable behaviors They support the organization’s central goals

5. MEET U.S. Core purpose Essential reason for being Get at it with the five whys exercise –Start with the descriptive statement, “We make _______ products or we deliver ______ services” and then ask why it is important 5 times Source: Collins & Porras, Built to Last, 1994.

6. MEET U.S. Winning leaders live the values Their personal conduct embodies the values Their actions reinforce the values in others

7. MEET U.S. Your current life system What does it look like? Personal (Health & Spiritual Growth) Couple relationships Family relationships Friends/Social relationships Community Leisure Professional /Work Other Your desired life system What should it look like? Personal (Health & Spiritual Growth) Couple relationships Family relationships Friends/Social relationships Community Leisure Professional /Work Other Values Guide Life Choices

8. INDIVIDUAL VALUES CLARIFICATION EXERCISE Important Life Decisions Espoused values 1. 2. 3. 4. 5. + = the decision reinforced the espoused value - = the decision was in opposition to the espoused value 0 = the decision was unrelated to the espoused value 1. 2. 3.

9. CORPORATE VALUES CLARIFICATION EXERCISE Important Work Decisions Espoused values 1. 2. 3. 4. 5. + = the decision reinforced the espoused value - = the decision was in opposition to the espoused value 0 = the decision was unrelated to the espoused value 1. 2. 3.

10. MEET U.S. Goal: Create Alignment Source: Collins & Porras, Built to Last, 1994. ValuesMechanisms Fit

11. 0-5% 90-100% 0-5% 10-20% 0-5% 80-90% Typical Desired Identifying Drafting & Redrafting Statements Creating Core Values Alignment Identifying Drafting & Creating Alignment Core Values Redrafting Statements Allocation of Time for Creating Alignments

12. MEET U.S. Creating Alignment Requires two key processes: Create process: develop new alignments Analytic process: eliminating disconnects or misalignments

13. MEET U.S. Creating Alignment Creative process –Invention of new mechanisms, processes, and strategies to bring the core purpose and values to life Analytic process –Examining existing processes, structures, and strategies

14. MEET U.S. Values-Business Processes Alignment Exercise ValueAlignment ExampleMisalignment ExampleCorrective Action (develop new process, procedure, etc.; fix existing process, procedure, etc.) Directions: For each of your company’s values, provide a concrete example of a process, procedure, policy, or behavior that illustrates alignment or misalignment. These examples are not to be hypothetical, but actual examples you see in your company, department, or unit.

15. MEET U.S. Implementation Principles Everyone must participate in creating a set of values & aligned business practices Create a compelling vision of the future Communicate expectations clearly Monitor and reward the right behaviors

16. MEET U.S. What is Vision? It is a “see” word It is associated with images and pictures It helps to provide a pathway It is an ideal and unique image of the future

17. MEET U.S. Leaders give “life” to a Vision Language Positive communication style Conviction

18. MEET U.S. Motivating Others to Share the Vision Appeal to a common purpose Communicate expressively Sincerely believe in what you are saying

19. MEET U.S. Envisioned future Create: Ambitious, challenging goal for your department, unit, self Vivid description - visual picture which engages the imagination; continuously inspires and uplifts Source: Collins & Porras, Built to Last, 1994.

20. MEET U.S. Mission statement is not vision statement Describes the industry and business Names specific tasks, products and/or services Identifies key stakeholders that the organization serves

21. MEET U.S. Enduring characteristic of visionary companies Preserve their core ideology while simultaneously stimulating progress and change in everything that is not part of this ideology Source: Collins & Porras, Built to Last, 1994.

22. MEET U.S. Vision Exercise What would the phrase, “within an arm’s reach of desire,” mean for your company, department, unit, project?

23. MEET U.S. What it meant at Coca Cola… Created vending machines & availability of Coke at every gas station Creating fountain Coke & availability at any restaurant or hotel Created global distribution channels Became the most recognized brand in the world (94% recognition) Source: Walton, Mark, Generating Buy-In, AMACOM, 2004.

24. MEET U.S. Passion A sense of purpose Conviction Meaning “________ should always be “within an arm’s reach of desire” & your future at the company will be bright” generates Buy-In Source: Robert Woodruff, 1923 pronouncement Source: Walton, Mark, Generating Buy-In, AMACOM, 2004.