Define Role Mission

Your 100yr purpose for this org, project, role. How it helps people.

Test it:

• Do you find this personally inspiring?
• Is this core purpose passionately held on a gut level
• Does it get to a deeper reason than just making money, how it will help people.
• Can this inspire for over 100 years
• Is this a perpetual guiding star - always to be pursued
• Will this bring out the energies and talents of people
• Does the purpose help you to decide what activities to not pursue
• Is this purpose authentic—something true to what the organization is all about
• Would you feel proud in describing your work in terms of this purpose to friends, family, others?
• Does it describe the resultant experience or outcome, not what you do?

Breakout Session:

1. Each team member to write out their own version of the purpose statement
2. Each team member to select and vote [click the star] on one purpose statement, other than their own, that meets above criteria
3. Sort the template by "votes" in the settings, hover over the star to see vote totals. Discuss as a group the best choice.
4. Test the choice out on the questions above.
5. Finalize your core purpose and delete the alternatives

The big, audacious, 10yr+ goal. Can you fully visualize success.

Test it:

• Can you fully visualize every aspect of the Goal - see it from every angle
• Does it require 10 to 30 years of effort to complete
• Can the organization MUST believe “we can do it anyway” - even though 50/50 chance
• Does it have a clear finish line
• Does it engage people - grab them in the gut. It is tangible, energizing, highly focused.
• Does it stimulate forward progress
• Does it getting people going? Do they find it stimulating, exciting, adventurous?
• Can you commit that you will "Never give up” on this goal

Your 3-4 key strategies for achieving your bold vision

Use a Vision SWOT Template and use the conclusion insights to drive your long-term strategy

or use the standard SWOT Template for quarterly planning and add your conclusion to the strategy section

Foundational principles that guide all of a company’s actions

Test it:

• If you could only use 5-6 words to describe the culture, would this be one of them
• Is this passionately held on a gut level?
• Would you build a new company around this core value regardless of the industry?
• Would you want your organization to continue to stand for this core value 100 years?
• Do you believe that those that do not hold this core value, don't follow it, should leave
• Does this core value help you in the decision-making processes?
• None of these values are aspiration for future vs currently held core values.

The metric goal that matters most for this company, team, or role. Include your 1 & 2 year goal for this metric

• This 1 & 2yr metric goal should come from your company or teams financial model.