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Workshop 4: Vision Crafting Workshop

Welcome to our Organisational Excellence Workshop Series. This series seeks to provide a launch pad for building professional skills and organisational success. Each workshop provides a jumping-off point for a different theme, exploring innovative strategies and practical exercises to enhance work and team dynamics. See more in the series here:
The objective of this workshop is to define and articulate a compelling vision for organisational growth and employee alignment.
Full-Day Workshop (8 hours)
Materials Needed:
    • Handouts on vision & mission statements, and communication strategies.
    • Whiteboards or flipcharts for group work.
    • Feedback forms.
Facilitator's Note:
    • Encourage creativity and open-mindedness in vision crafting.
    • Be ready to provide examples and guidance, especially in areas where you expect participants to struggle.
    • Focus on creating an interactive and engaging environment to foster effective learning and participation.

1. Visionary Leaders Showcase

Participants explore and present on visionary leaders and their impact.
Desired Outcome:
To understand the attributes of successful visions and how they drive organisations. This activity provides insight on how effective visions can influence and direct organisations.
    1. Participants research a visionary leader before the workshop.
    2. They present key aspects of this leader's vision and its impact.
    3. Facilitate a discussion on common traits and effectiveness of these visions.
Potential Challenges:
Limited knowledge of visionary leaders. To help overcome this, provide a list of suggested figures and resources for research.

2. Vision vs. Mission

Distinguishing between vision and mission statements.
Desired Outcome:
To clarify the difference and importance of vision and mission in an organisational context. This activity helps participants understand the foundational elements of organisational direction and purpose.
    1. Provide definitions and examples of vision and mission statements.
    2. Participants analyse and discuss examples in small groups.
    3. Share insights and clarifications with the larger group.
Potential Challenges:
Confusion between the two concepts. To help overcome this, provide real-world examples of known companies to illustrate differences.

3. Vision Building Blocks

Identifying key components of an effective vision statement.
Desired Outcome:
To learn the elements that make up a compelling and achievable vision. This activity of the workshop guides participants in identifying what constitutes a strong vision statement.
    1. Introduce the components of a strong vision statement.
    2. Participants brainstorm and list elements they believe are crucial for an effective vision.
    3. Discuss and consolidate these elements as a group.
Potential Challenges:
Over-generalisation. To help overcome this, guide participants to think specifically and relevantly to their organisational context.

4. Drafting a Vision Statement

Participants draft a vision statement for their organisation or a hypothetical one.
Desired Outcome:
To apply learned concepts in creating a practical vision statement. This activity encourages the practical application of workshop content and fosters creative thinking in vision creation.
    1. Using the identified building blocks, participants draft a vision statement.
    2. Facilitate group discussions for feedback and refinement.
    3. Participants share their final vision statements.
Potential Challenges:
Difficulty in articulating ideas. To help overcome this, provide guiding questions and examples to aid the drafting process.

5. Aligning Vision with Goals

Linking the vision statement to specific, actionable organisational goals.
Desired Outcome:
To ensure that the vision is actionable and aligned with organisational objectives. This activity bridges the gap between high-level vision and practical day-to-day operations.
    1. Discuss how to translate vision into achievable goals.
    2. Participants create a set of goals aligned with their drafted vision.
    3. Share and critique these goals for alignment and feasibility.
Potential Challenges:
Creating overly ambitious or vague goals. To help overcome this, encourage participants to use a framework like SMART (Specific, Measurable, Achievable, Relevant, Time-bound) for goal-setting.

6. Vision Communication Plan

Developing a plan to communicate the vision effectively to the entire organisation.
Desired Outcome:
To ensure the vision is understood and embraced by all employees. This activity stresses effective communication for the adoption and implementation of the vision.
    1. Introduce effective communication strategies.
    2. Participants develop a communication plan for their vision.
    3. Group feedback sessions to refine the communication plan.
Potential Challenges:
Overlooking different communication preferences and channels. To help overcome this, highlight the importance of diverse communication methods.

7. Vision Implementation Roadmap

Creating a roadmap for implementing the vision within the organisation.
Desired Outcome:
To develop a strategic plan for turning the vision into reality. This activity provides a clear, step-by-step guide to operationalise the vision, ensuring a practical approach to bringing organisational goals to fruition.
    1. Guide participants in breaking down the vision into actionable steps.
    2. They create a timeline and identify key milestones.
    3. Share these roadmaps for group discussion and feedback.
Potential Challenges:
Overly complex or unrealistic roadmaps. To help overcome this, encourage realistic, phased approaches and contingency planning.

8. Workshop Debrief & Feedback Session

Gathering participant feedback and summarising key workshop learnings.
Desired Outcome:
To reinforce key concepts and gather insights for continuous improvement. This activity helps to ensure understanding of the workshop content and provides insights for enhancing future workshops.
    1. Open discussion for participants to share their thoughts on the workshop.
    2. Summarise key concepts and learnings.
    3. Collect written feedback for future workshop enhancements.
Potential Challenges:
Limited engagement or superficial feedback. To help overcome this, encourage honest and detailed feedback, stressing its value.

Thank you for joining us in this edition of the 'Organisational Excellence Workshop Series'. We hope the insights and strategies from the Vision Crafting Workshop have inspired you and provided a valuable tool to kick-start and customise your own workshop. Remember, each workshop in this series is a step towards enhancing and enriching your organisational culture. Stay tuned for our next edition, where we will explore another vital aspect of professional development, continuing our journey of learning and growth. Until then, we encourage you to implement what you've learned and share your experiences with your peers.
Trevor O'Sullivan

Trevor O'Sullivan

General Manager. Since the early 2000s, Trevor has worked with thousands of Talent Management professionals to develop and apply assessment-based talent management solutions for selecting, developing and managing people. Trevor is an active member of the TTI Success Insights (TTISI) Global Advisory Council, contributes to TTISI product development and is a regular presenter at TTISI-R3. He is honoured to have received multiple Blue Diamond Awards and, more recently, the Bill Brooks Impact Award recognising his contributions to the TTISI global network.

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