1 What is our mission? Who is our customer? What does our customer value? What are our results? What is our plan? What are we trying to achieve? How have our customers changed? What are our customers’ aspirations? How do we define results for our organization? Where should we focus our efforts? What are our internal and external considerations? Do our strengths match the needs of our customers? What is our capacity to deliver? What are the major contributors or hindrances? What are the goals that will enable us to achieve our desired results? Should we redefine our mission? Why or why not? Should we add or remove certain customer groups? What resources do we have to determine our customers’ satisfaction? How do we share these results? What are the budget implications? Clarity: Your Mission Matters The Five Most Important Questions You Will Ever Ask About Your Organization - Peter Drucker (with others)

2 Decisions through the lens of your mission What if we disappeared tonight? What would the world, the community, or individuals regret having lost? - Tom Ahern What would this organization be doing, that it’s not doing already, if money were no object? - Pamela Jones Davidson 1.Who Do We Serve? 2.What is Our Core Strength? 3.What is Our Core Score? 4.What Actions Can We Take Today? The One Thing You Need to Know …About Great Managing, Great Leading, and Sustained Individual Success - Marcus Buckingham

3 Source: Kate Barr, Nonprofits Assistance Fund Mission in Mind: Program Review

4 Our organizational values over the past 5 years (top 15, most important at the top): The values we would like to live (in the future / always): For more information on planning with values, see Dennis Jaffe’s The Values Edge (SM) card system: Using a deck of 56 cards, each with a separate value, The Values Edge (SM) system allows a user to sort and prioritize their values. 1.Are we “living” our most important values? (My most important values?) 2.What barriers are preventing us from “living” our core values? (My core values?) 3.What is out of balance in our organization? (In my life?) 4.To get more balance, in what areas should we grow? (Should I grow?) 5.What specific actions can we take to gain more balance? (Can I take?) 6.How have our values shifted over time? (How have my values shifted?) Clarity: Your Values Matter

5 1.Acceptance 2.Accountability 3.Achievement 4.Adventure 5.Affordability 6.Ambition 7.Animal rights 8.Appearance 9.Approval 10.Artistry 11.Authentic 12.Autonomy 13.Balance 14.Beauty 15.Belonging 16.Boldness 17.Career 18.Challenge 19.Charm 20.Clarity 21.Collaboration 22.Commitment 23.Communication 24.Community 25.Compassion 26.Competence 27.Completion 28.Confidence 29.Conformity 30.Connection 31.Connectivity 32.Consistency 33.Conflict Resolution 34.Control 35.Courage 36.Creativity 37.Culture 38.Curiosity 39.Dignity 40.Diligence 41.Determination 42.Education 43.Empowerment 44.Enjoyment 45.Environment 46.Ethical 47.Excellence 48.Expertise 49.Expression 50.Fairness 51.Faith 52.Family 53.Financial Security 54.Forgiveness 55.Freedom (personal?) 56.Friendship 57.Frugality 58.Fun 59.Future 60.Generosity 61.Growth (personal?) 62.Happiness 63.Harmony 64.Healing 65.Health (physical / emotional) 66.Helping 67.Honesty 68.Honor 69.Hope 70.Humor 71.Imagination 72.Independence 73.Influence 74.Ingenuity 75.Innocence 76.Integrity 77.Joy 78.Knowledge 79.Laughter 80.Leadership 81.Learning 82.Love 83.Loyalty 84.Making a Difference 85.Mobility 86.Moderation 87.Modest 88.Objective 89.Open Mindedness 90.Opportunity 91.Optimism 92.Originality 93.Partnership 94.Passion 95.Peace 96.Persistence 97.Play 98.Pleasure 99.Power 100.Privacy 101.Prosperity 102.Purity 103.Rebellion 104.Recognition 105.Relaxation 106.Respect 107.Responsibility 108.Safety 109.Security 110.Service 111.Simplicity 112.Sincerity 113.Social Responsibility 114.Solitude 115.Spirituality 116.Spontaneity 117.Stability 118.Status 119.Stewardship 120.Strength 121.Surprise 122.Support 123.Sustainability 124.Teaching 125.Thoughtfulness 126.Thought leadership 127.Tolerance 128.Tradition 129.Transformation 130.Trust 131.Uniqueness 132.Vision 133.Wealth 134.Wisdom 135.Winning 136.Wholesome 137.Work-Life Balance 138.__________________ 139.__________________ Values: Organizationally, Personally?