What to know as Your

Organizations GrowThe things you did but probably couldn’t describe

Directions of the

OrganizationThe Stars by which to Navigate

Charting the Course

Vision

Mission

Core Values

Strategic Area of Focus

Strategic Goals

Action Plans

What goes into a vision

statement

Desired End State

Description

Inspirational Language

Vision Statement

What goes into a mission

statement

Present State/Purpose

Answers the BIG 3

•WHAT

•WHO

•HOW

Mission Statement

Core Principles – Core Values

From Forbes MagazineWords To Live By: 5 Steps To Choosing Your Team's Core

Values – Forbes (12/13/2013)

Determine Who Should Be Involved

Brainstorm About What’s Important to You and Your Team

Consolidate and Define

Frame Your Values According to Your Team’s Culture

Evaluate Your Values as a Complete Set

Strategic Areas of Focus

Strategic Areas of Focus

Organizational Functions

Vision

Mission

Core Values

Business Functions

Production or Operations

Sales & Marketing

Finance

Administration

Research / Development

Human Resources

BASIC FUNCTION

COMPARISON

Business

Production or

Operations

Sales & Marketing

Finance

Administration

Research / Development

Human Resources

Not For Profit

Production or Operations

Membership / Fundraising

Finance

Administration

Research / Development

Human Resources

BASIC FUNCTION

COMPARISON

Business

Production or

Operations

Sales & Marketing

Finance

Administration

Research / Development

Human Resources

Government

Production or Operations

Public Affairs /Interagency

Finance

Administration

Research / Intelligence

Human Resources

Strategic Areas of Focus

ORGANIZATIONAL LEADERSHIP

SA

LE

S/M

AR

KE

TIN

G

FIN

AN

CE

RE

SE

AR

CH

&

DE

VE

LO

PM

EN

T

HU

MA

N

RE

SO

UR

CE

S

PR

OD

UC

TIO

NS

&

OP

ER

AT

ION

S

AD

MIN

IST

RA

TIO

N

Action Plans

ORGANIZATIONAL LEADERSHIP

SA

LE

S/M

AR

KE

TIN

G

FIN

AN

CE

RE

SE

AR

CH

&

DE

VE

LO

PM

EN

T

HU

MA

N

RE

SO

UR

CE

S

PR

OD

UC

TIO

NS

&

OP

ER

AT

ION

S

AD

MIN

IST

RA

TIO

N

Action Plans

S.M.A.R.T. GoalsDoran, G. T. (1981). "There's a S.M.A.R.T. way to write management's goals and objectives". Management

Review (AMA FORUM) 70 (11): 35–36.

SPECIFIC

MEASURABLE

ACHIEVABLE

RELEVANT

TIMELY

In Conclusion

Principles & Concepts

Vision

Mission

Core Values

Concept to the Pragmatic

Strategic Areas of Focus

Pragmatic

Action Plans

S.M.A.R.T.