Strategizing the Future
Mission, Vision, Values
Critical Questions
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What is the current situation of our program
or project?
In what ways do we want our program or
project’s situation to change in the future?
How will we move our program or project to
the preferred future state?
Are we making acceptable progress toward
the desired future state?
Start by considering…
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Organizational Culture
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Loyalty
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Loyalty Exercise – Think about a company or service that you are
loyal to. List some of the reasons you are loyal to that particular
company or service.
Long Term vs. Single Transaction
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By design or by default?
Be mindful of environmental issues you must overcome to reach
your desired goal
Which are you looking for in your program?
“You don’t build it for yourself… you know what the people want
and build it for them.” (Walt Disney)
Take care of the process and the bottom line will take care of
itself (Theory of Causation)
Mission Statement
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Cross between a slogan and an executive summary
Powerful force to clearly define your
company/project purpose for existence
Helps keep you focused
Expresses your company/project story and ideals in
less than 30 seconds
What is to be done and why: Concise, outcomeoriented, inclusive
Fred’s Story
(http://www.toolkit.cch.com/text/P03_4002.asp)
How to write a mission statement
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A mission statement should say who your company/project is,
what you do, what you stand for and why you do it.
An effective mission statement is best developed with input by
all the members of an organization.
The best mission statements tend to be 3-4 lines long.
Avoid saying how great you are, what great quality and what
great service you provide.
Examine other company's/project’s mission statements, but
make certain your statement is you and not some other
company. That is why you should not copy a statement.
Make sure you actually believe in your mission statement, if you
don't, it's a lie, and your customers will soon realize it.
Health-Related Mission Statements
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Building a healthy community through a
comprehensive initiative to promote jobs,
education, and housing
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Promoting adolescent health and
development through school and
community support and prevention
Disney (Service Theme)
We create happiness by providing the finest
in entertainment for people of all ages
everywhere
You will typically work in a service business
Toastmasters
The mission of a Toastmasters club is to
provide a mutually supportive and positive
learning environment in which every member
has the opportunity to develop
communication and leadership skills, which
in turn foster self-confidence and personal
growth
Union Pacific
Union Pacific is committed to be a company
where
our customers want to do business,
our employees are proud to work,
and shareholder value is created.
Mutual of Omaha – Wellness Center
The mission of Mutual of Omaha’s Wellness
Program is to provide associates with
opportunities to improve their behaviors, to
live healthier, more productive lives, and to
create a corporate culture that supports
healthy lifestyles.
Ball Memorial Hospital
Cardinal Health System will promote
wellness and improve the health status of the
people of East Central Indiana and
surrounding areas through patient care,
health education, and medical research.
Ball Corporation
To be the industry leader in helping major
beverage and food customers fulfill their
metal and plastic packaging needs and to be
a leader in providing remote sensing systems
and solutions to the aerospace and defense
markets.
Ball State University
Ball State University is a learning community
engaged in the discovery of knowledge, the
integration of learning experiences, and their
application through civic and professional
leadership.
Fisher Institute for Wellness and
Gerontology
The mission of the Institute is to teach,
promote, investigate, and evaluate health
and well-being throughout the lifespan
LivingWell Resources
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Our mission is to coordinate a network of
shared resources to help Wellness Leaders
working in Delaware County. To accomplish
this we will investigate, compile, and
disseminate information about wellness
resources and provide related educational
opportunities and technical assistance.
Mission Statement
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Does your project have a mission statement?
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Does that mission statement reflect the mission of
the Institute and the University (or the larger
organization in which you are functioning?
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Does that mission statement reflect what your team
is doing?
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Do you believe in your mission?
Vision
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Includes description of the organization as it
effectively carries out its operations
Your dream: shared, broad, inspiring, easily
communicated
A compelling description of how "a day in the
life of the customer" is improved by enjoying
the benefits of your products and services
Ball State University
Ball State University will be a national model
for all who seek intellectual vitality in a
leaner-centered and socially responsible
academic community.
LivingWell Resources
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Our vision is to have a network of Wellness
Leaders working in Delaware County schools
and workplaces who feel confident and
supported as they deliver high quality
coordinated and comprehensive wellness
programs to help improve the health and
wellbeing of the individuals and families they
serve.
Vision
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Does your project have a vision statement?
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Does that vision statement reflect the vision
of the Institute/University?
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Does that vision statement reflect the dream
of the team members?
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Do you believe in the vision?
Values/Beliefs
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Core priorities in the company’s/program’s
culture
Govern the operation of the business and its
conduct or relationships with society at large,
customers, suppliers, employees, local
community and other stakeholders
Disney
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Safety – The welfare and piece of mind of the
guests are always provided for
Courtesy – Every guest is treated like a VIP
Show – Seamless and exceptional
entertainment for the guests
Efficiency – Smooth operation of the theme
parks and resorts
Fisher Institute
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Programs at the Institute reflect a dynamic,
multidimensional, systems-based approach
to improving health and well-being. This
dynamic process develops and matures
across the course of a lifetime, so individuals
have ever changing needs, options, and
choices
Values/Beliefs
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Does your project state its core values?
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Do these values/beliefs reflect those of the
Institute/University?
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Do you believe in these values/beliefs?
SWOT Analysis
SWOT Analysis
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Internal
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External
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Strengths
Weaknesses
Opportunities
Threats
Business SWOT/Personal SWOT
SWOT Exercise
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Use the SWOT analysis tool provided by
mindtools.com to analyze the internal and
external situations related to the Fisher
Institute for Wellness and Gerontology
Wellness Management Program… as you
see it at this early stage in your studies!
Mindtools.com
www.mindtools.com/rs/SWOT
Strengths
Weaknesses
Opportunities
Threats
Budget:
Allocating Resources
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Operating Budget
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Revenue
Expenses
Personnel Budget
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Person-hours allocated
for activities
Intervention Planning
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Step 1: Building knowledge of the client
Step 2: Assessing client’s needs
Step 3: Establishing desired results for the
intervention
Step 4: Designing the intervention
Step 5: Implementing the intervention
Step 6: Evaluating the intervention by
conducting formative and summative
evaluations
Planning Models
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PRECEDE-PROCEED Model for Health
Promotion Planning and Evaluation
Model for Health Education Planning
Multilevel Approach to Community a Health
CDCynergy
Social Marketing
Generalized Model for Program Planning ***