Strategic Planning

Part IV:Vision Values Mission

"Strategic planning is worthless—unless there is first a

strategic vision."

- John Naisbitt

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

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."

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.

Your Organizational Values

List 3-5 values – you perceive your organization to have List 5-10 characteristics that distinguish your organization

Values Example“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

Core Values Example “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

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

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.”

Values Exercise List organizational characteristics (actions)

Translate into values

Deconstructing the Mission

Exercise:Writing the Mission

Statement

The Mission is the Anchor

To Vision

UnrelatedOpportunity

Compatibility of Mission & Scaling Strategy

NW Works Mission Example: 2001 - 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.”

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?

Describe your Client

1. Whom have you identified as the target population of your organization?

2. What are their needs?3. What are their characteristics?4. Where are they located?

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".

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?   

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

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?

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

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

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."

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

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Core Vales are the Pillar of Mission

And evidenced by organizationalcharacteristics

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.

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."