1. [Insert Organization Logo and Year] [insert title, e.g., Our Vision]
AGENDA Mission Statement and Core Values Historical Data Vision and Timeline In Support of the Vision The Team Leading the Vision Employee Support Network Your Important Role The Vision Action Plan Our Vision in Action

2. [insert logo]
Mission Statement and Aligned Core Values [Organization] maintains a strong commitment to the mission and values we set forth
[Organization] Mission Statement
[insert mission statement here]
Core Values:
[insert values and description here]
[Insert picture of CEO and quote]
© 2005 Corporate Executive Board

3. [insert logo]
[Organization] Historical Data Linked to our past and current market position, as well as our competitive advantage, we developed a vision for our future
[Modify Chart with Historical and Present Financial Data Showing Upward Trajectories]
[Insert Information Demonstrating Competitive Advantage]
Market Position
Competing Activities
[insert competitor name(s)] [insert organization name]
[insert competitor’s core [insert organization’s core activities] activities]
Our True Competitive Advantage
© 2005 Corporate Executive Board

4. Our Vision and Timeline
[insert logo]
Our Vision and Timeline
Insert Vision Statement:
Insert Key Goals of Future Vision:
Vision Timeline and Milestones
Milestone A:
Milestone B:
Milestone C:
Milestone D:
The Organization of the Future
[Where we would like to be in 5,10,15 years]
© 2005 Corporate Executive Board

5. In Support of [Organization’s] Vision
[insert logo]
In Support of [Organization’s] Vision
Our Vision is Powered By:
Our Performance
[list activities required to achieve vision, e.g., relevant financial and customer services, internal process improvements necessary]
What We Can Achieve
[list corresponding measures to gauge performance, e.g., relevant financial and customer services, internal process improvements necessary]
© 2005 Corporate Executive Board

6. The Team Leading the Vision
[insert logo]
The Team Leading the Vision
[Insert names, photos, and titles of exec team]
CEO
Sr. Exec
Sr. Exec
Sr. Exec
Sr. Exec
Insert other key groups or individuals leading the vision
© 2005 Corporate Executive Board

7. Your Important Role at [Organization]
[insert logo]
Your Important Role at [Organization]
Note: Customize for your organization
Where do I fit in [organization]? It is critical that we understand how each of our individual roles impact strategic business outcomes.
[Organization’s] Goals for [Insert Timeframe]
[insert Organization name] Goals
Increase Market Share by 5%
Increase Market Share by 5%
Increase Market Share by 5%
Increase sales of X product by $50M
Attract new customer segments
Attract new customer segments
[insert Business Unit name] Goals
Sell $10M of X product
Introduce new product line
Introduce new product line
[insert Department name] Goals
Sell $2M of X product to Y customer segment in 2006
Complete six new proposals for new products
Complete six new proposals for new products
[insert Team name] Goals
Sell $10,000 of X product in Q4 to assigned customers
Come up with 3 new ideas and write proposal for new product
Assist manager with market research on new customer targets
Individual Goals
ADMINISTRATIVE ASSISTANT TO PRODUCT DESIGN MANAGER
PRODUCT DESIGN MANAGER
SALESPERSON
© 2005 Corporate Executive Board

8. The Vision Action Plan The Vision Action Plan Insert vision statement
[insert logo]
The Vision Action Plan
Insert Key Employee Group A Insert Training and Development On the Job Activities Assessment Plan
Insert Key Employee Group B Insert Training and Development On the Job Activities Assessment Plan
The Vision Action Plan
Insert vision statement
Insert Key Employee Group C Insert Training and Development On the Job Activities Assessment Plan
Insert Key Employee Group D Insert Training and Development On the Job Activities Assessment Plan
© 2005 Corporate Executive Board

9. Our Vision in Action [insert connection to value and vision statement]
[insert logo]
Our Vision in Action [insert connection to value and vision statement]
[ insert title of Employee A relevant experience]
[insert title of Employee B relevant experience]
[insert example, e.g., Researcher A demonstrated our core value of “Innovation” by designing a new service offering, improving an old process, inventing a new product, etc. ]
[insert example, e.g., Account Manager B demonstrated our core value of “Teamwork” by taking over a colleague’s customer responsibilities during the colleague’s unexpected leave of absence to care for a sick family member]
Insert motivational quote from CEO
© 2005 Corporate Executive Board