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Strategic Planning 1 of 5: Vision Setting Meeting Template

This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan: vision, mission, values, goals and strategies, resulting in what we call The Essential Strategic Plan.

An organizational vision statement communicates your big aspirations and long-term goals. It rallies excitement, focuses energy, and reinforces your brand. Your team can draft a vision statement in about an hour, using this simple meeting process.

During this meeting, you'll lead the group through an exploration of what makes up a good vision statement. Then, you'll brainstorm the concepts to include in your vision statement and write a draft that can be used in creation of the final vision statement for your strategic plan.

Related Posts: 
Strategic Planning with Remote Teams Part 3: Crafting the Vision and Mission Statements

Meeting Goal

Draft an organizational vision statement.

About

Agenda Overview

  1. Welcome
  2. Understanding Vision Statements
  3. Individual Brainstorming
  4. Review Vision Themes
  5. Prioritize Concepts
  6. Draft Options
  7. Closing and Next Steps

Download the Agenda

35-page Facilitator's Guide with tips, step-by-step instructions, & resources

PDF printable guide includes:

  • The Essential Strategic Plan
  • Processes and Roles
  • Adaptations
  • Using the Strategy Map
  • The Strategic Vision Meeting
  • The Mission Meeting
  • The Values Meeting
  • The Goal Setting Meeting
  • The Strategies Meeting
  • Strategic Planning Resources

Get the Guidebook