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Strategic Planning Survey
Mission, Vision & Values
The outcome of this process is to create an agreed upon mission, vision, and values to allow your organization to move on to strategic planning proper.
Before we go too far, it is important to review of the meaning and purpose of good mission and vision statements.
tells you the fundamental purpose of the organization. It defines the customer and the critical processes. It informs you of the desired level of performance.
(Should align with Values)
outlines what the organization wants to be, or how it wants the world in which it operates to be. It concentrates on the future. It is a source of inspiration. It provides clear decision-making criteria.
(Values drive it)
In order to expediently get to our mission, vision, and values we will rely on “
The Golden Circle” by Simon Sinek
. The Golden Circle concept tells us that all organizations and careers function on 3 levels. The idea is that people and organizations should begin the explanation of what they do by starting with “why”. The best vision statements are those that capture the reason for the organization’s existence – why you are in the business that you are in. If you haven't heard about Simon Sinek's Golden Circle, here is a video where he describes it.
Your Organization's Name:
What do you do?
In your opinion, what does your organization do?
In your opinion, how does your organization do it?
In your opinion, why does your organization exist?
For the section, we will utilize a “business canvas” based on the book
Business Generation Model
by Stanford Professors Alexander Osterwalder and Yves Pigneur and over 40 co-authors with strategic planning expertise. The model is specifically designed to allow business leaders to engage in wide ranging discussions about concerns and opportunities. The model is robust, and ideal for distilling general planning directives into specific strategies.
Our goal is to identify key strategic issues in four of the areas of the canvas: (1) Stakeholder Segment; (2) Value Proposition; (3) Stakeholder Relationships; and (4) Delivery Channels.
Who is the target market for your organization? What defines them?
Your target market represents your most ideal customer. "Everyone" is NOT a target market. Who is your best customer? This is probably your target market.
Who are the stakeholders for your organization? What defines them?
Stakeholders are groups or individuals who are directly impacted by the decisions and actions of an organization or company. And that table can turn – stakeholders can impact an organization with their decisions and actions.
What does the primary target market value? What do they want from you?
What do the stakeholders value? What do they want from you?
What should define your experience for your target market?
What should define your experience for your stakeholders?
What delivery channels does your primary target market demand? (social media, website, educational meetings, other means?) Do you need to develop more?