Vision and Values:
From Individual Fluency
to Organizational Coherence
Facilitators: Dan Schwab and Evans Kerrigan
Our Agenda Today
• Examine the role of the leader in creating intentional
culture
• Explore bringing “Big V” vision down to teams and
individuals in an organization
• Highlight the integration of personal and organizational
values
• Provide practical tools for creating a healthy
organizational culture
Icebreaker
Who is Integris?
Customer-Focused Purpose
Enterprise
Alignment
Continuous
Improvement
Cultural Enablers
Culture Dimension:
Building a Solid
Foundation for the
healthy organization to
flourish...
What is Culture?
“A group of norms, behaviors
and underlying shared values
that help keep those norms in place. “
-John Kotter, Author of Leading Change
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
Core
Questions
Who are we?
Where are we
going?
What is Vision?
What is Vision?
•
•
•
•
•
•
•
•
Dream
Apparition
Possibility
Image
Visualization
Prophecy
Direction
....
Result
Work Plan
Strategy
Vision
Mission
Culture
Vision & Mission
Statement
“Mission” defined
Our purpose and reason for being
Answers the question:
Why are we here?
Mission statements
To organize the world’s information
and make it universally accessible
and useful.
--Google
“Vision” defined
An image of a positive future
we seek to create
Answers the question:
What do we want the future
to look like?
Vision statements
Imagine a world in which every single
human being can freely share
in the sum of all knowledge.
That's our commitment.
--Wikipedia
A Vision Is An ideal and unique
image of the future for the
common good
20
Inspire a Shared Vision
BIG “V”ision
little “v”ision
. . . this is where most of us work
“Nesting” vision
Organization
Department
Team
Visionary behavior
I talk about future trends that will
influence how our work gets done
Future trends
• Your own research
• Practicing Outsight
• Staff meetings
• Individual assignments
Curiosity
Visionary behavior
I paint the “big picture” of what
we aspire to accomplish
Paint the big picture
• Define the “v’s”
• Cultivate a vision “lens”
• Practice
Communication
Visionary behavior
I show others how their long term
interests can be realized by enlisting
in a common vision
The Interests of Others
• Know your people
• Articulate the destination
• Make it an adventure
Common interest
“So, Jim,
where do
you see
yourself in
ten
minutes?”
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
Personal &
Organizational
Values
What intentions
do you have for
your culture?
Personal Values
What really matters to me?
What do I really care
about?
Designed and facilitated by Tom Pearce & Renee Harness,
The Leadership Challenge®, Copyright ©2013 by James M. Kouzes and Barry Z. Posner.
Published by Wiley, www.leadershipchallenge.com. All Rights Reserved.
Activity - Defining Your Values
Use the list of values in the handout. Identify the top 7
most important values for you
From your list of 7, select your top three values
These represent what you stand for, your personal
“bottom line”
Share 1 of your top values with your table
What does that value mean to you?
Why is that value near the top of your list?
Questions To Ponder
• How do you live your values?
• How do you let your values guide you in
making tough decisions?
The Role of the
Leader in
Intentional Culture
Organizational Values
Taking the
Values exercise
to a new level
42
Organizational Values
What needs to matter to all of
us?
What do we need all of us to
really care about?
Designed and facilitated by Tom Pearce & Renee Harness,
The Leadership Challenge®, Copyright ©2013 by James M. Kouzes and Barry Z. Posner.
Published by Wiley, www.leadershipchallenge.com. All Rights Reserved.
What Are Organizational Values?
• Part of an organization’s culture and agreed upon
group behavior.
• Qualities that define an organization’s people,
products and/or services.
• Overarching principles for how employees behave
when doing their work, working with co-workers and/or
with customers.
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
Identifying Organizational Values
1. Using the same starting list of values, have each
leader identify their top answers to the following
question:
• “What values matter most to our organization?”
• “What values should drive the decisions our people
make?”
2. Facilitate a discussion among the leadership to
determine the most critical values for the
organization
Example of Organizational Values
Create Organizational Value Definitions
• Have your organization create definitions
around each of the identified values
• Use “catchball” to socialize the values and
to identify potential issues
Stripe the Field
“Culture is created
by what is tolerated and promoted”
--Dr. Henry Cloud
What is tolerated in your organization?
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
Organizational Values: Southwest
We operate with a Warrior
Spirit,
a Servant’s Heart,
and a Fun-LUVing Attitude.
What is the Leader’s Role?
• Explore
• Advocate
• Model
• Defend
Intentional Culture
• How do employees breathe the values?
• How do leaders reinforce the values?
“
Being a leader means
taking responsibility for what
actually happens in the
world.
”
– Marc Roberts, Professor, MIT
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