Clarifying Vision

A CREW TOOL: COMMITMENT & DIRECTION

A clear and compelling team vision provides motivation, resilience and unites teams. This tool provides an template to easily create a clear, practical vision for your team.

Purpose

This tool helps teams manage change dynamically and systematically.

Typical scenarios

  • An event has caused a big change within the team.
  • Buy-in is needed from the team due to the introduction of a new system, process or project.
  • Developing a future-ready team that is able to adapt quickly.
  • A team getting stuck in the implementation of an action plan

Why this is important

In the ever-changing world we work in, teams need to be agile and ready to adapt at a more regular pace than usual. However, only some teams have a systematic approach to navigating significant change. This tool offers a logical, practical approach to working through the change process and overcoming the typical hurdles when dealing with change.

The process

Steps for clarifying vision

Outside In:

Most companies get caught up in what they do and lose focus on how and why they do it.

There are several problems with this.

When things aren’t going well

Foundationally, the company identity becomes driven by outcomes. This means that if you’re selling and growing, you’re okay. But that okay is fragile because when you hit a slump or a major crisis like the COVID19 lockdown and your strategies (the what) don’t work, you risk becoming rudderless. The one thing that provided direction and purpose is no longer clear, negatively impacting team trust and motivation.

The story of Samuel Langley and the Wright brothers highlights the impact of having a clear purpose. Langley, with a $50,000 government grant and the backing of the Smithsonian, pursued flight from a “what” perspective, focused on creating a flying machine and achieving personal success and recognition. Despite having substantial resources, a talented team, and all the advantages that should seemingly guarantee success, Langley ultimately failed because his motivation needed a deeper purpose beyond external accolades and rewards.

In contrast, the Wright brothers operated from a “why.” Without any formal education or substantial funding, they were driven by a passion to solve the problem of flight, their deep sense of purpose fueled their relentless experimentation and perseverance despite numerous setbacks. Driven by a genuine desire to solve the problem of flight and transform the world, their “why” gave them clarity, focus, and the inspiration needed to innovate and succeed where others, like Langley, fell short.

When things are going well

Even when things are going well, you still don’t necessarily feel successful. At an annual meeting of America’s top 50 companies, they were all asked if they met their financial targets for the year. 80% said yes. Then they were asked if they felt successful, and only 20% responded positively.

Your vision defines how you measure success. 

Inside Out

When a company works from the inside out, the main driver is the why. Instead of the focus being on outcomes, the most important questions that drive decisions and frame success are

  • Why do we do what we do?
  • What is our motive?
  • What drives us?
  • What is our purpose?

Once those questions are clear, it is easier to identify the how – what we value most to get to the what
An inside-out approach fosters resilience because who you are drives how you approach everything. Disaster doesn’t change why you are in business, allowing you much more flexibility to change your what because the WHY is stable.

What is my picture of the ideal future? (What is my dream for this organization?) What is the major problem we are addressing?

Criteria for a vision

  • Attainable (1-2 years)
  • Clear – people must see it
  • Compelling & inspiring
  • Addresses a key problem 
  • Internal & external (flow from within, to outside)

Clarifying Vision Sample Spreadsheet

Clarifying Vision

VISION Team Company
What is my picture of the ideal future. (What is my dream for this organization?)
What is the major problem we are addressing?
Determine timeline for vision (we suggest 1-2 years)
Questions to consider in the above answers:
Does the vision described above reflect the "reason for being" (the WHY)?
What makes me passionate about our organization?
Is this vision compelling and inspiring? Would others connect with this vision on a personal level?
Is this vision clear and easy to communicate?
Hint: Start with: "We see..." Think first: what does the world need? And then: what is our company's role within that need?
What makes us a vital contributor to the ideal future and solving that problem?