Vision to values

Define your reason for being so you can form actionable business strategies

KEY FEATURES
Stakeholder Alignment
Goal Setting
Prioritization
CATEGORIES
Project Management
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Vision to values

Take a step back and look at the big picture. What does your business stand for and where is it going? Teams moving quickly to achieve project milestones need to make sure they’re working towards a shared goal. Use the vision to values template to align your strategies with your overall company vision.

How to use the vision to values template

Step 1. Define your vision

Companies that focus too narrowly on project performance risk spending time and resources on unimportant work. Instead, think about your company’s ultimate objective and what drives your team’s work. Then use this template to collaborate with leaders in your company to define your company’s vision and understand how each project helps your company achieve its goals.

Step 1. Define your vision

Step 2. Shape your strategy

Now that you’ve explained your vision, you’re ready to form strategies that help your team achieve long-term goals. Start by thinking about your industry, your products, and your team. What makes your company stand out from the competition? Use our template to identify your company’s strengths and the strategies you can employ to succeed.

Step 2. Shape your strategy

Step 3. Value customers

Before you kick off new projects, prioritize your work by focusing on the customer experience. Use our template to identify the qualities about your company and products that are most valuable to your customers. Try it out to develop strategies to target specific customer segments.

Step 3. Value customers

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