Updating or creating a new vision statement can be one of the most exciting parts of strategic planning. Creating your vision statement can be achieved in a fashion similar to that of creating your mission and values statements with a few minor adjustments to achieve a statement that paints a clear picture of where the organization would like to be in 5+ years.
Follow these steps to create your vision:
- Gather your senior staff and key employees together for a one- to two-hour meeting.
Visioning is best done in a group setting. If your group is bigger than five people, break up into small groups of three to five to allow everyone to have a voice in the process.
- Generate a list of ideas and phrases based on the responses to these three questions:
- What will our organization look like five to ten years from now?
- What does success look like?
- What are we aspiring to achieve?
Allow the group to brainstorm, even if some of the ideas are totally wacky.
- Ask the group to pair up ideas that have similar themes.
Identify the ideas that most closely resemble the vision for the organization.
- Ask one or two people to develop a draft vision statement based on the condensed list of ideas.
The vision statement should be short and use verb phrases that are forward-looking such as to be.
- Ask another one or two people to generate the vivid description based on all of the themes identified.
When developing the vivid description, use th future tense, such as
- Bring the vision statement and vision description back to the group.
Revise until you have something everyone agrees on.
- Evaluate the vision statement against the mission and values statements.
Make sure they all connect.