Strategizing the Future

Mission, Vision, Values

Critical Questions

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…

Organizational Culture – By design or by default?– Be mindful of environmental issues you must overcome to reach

your desired goal Loyalty

– 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– 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

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, outcome-

oriented, inclusive

Fred’s Story (http://www.toolkit.cch.com/text/P03_4002.asp)

How to write a mission statement

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

Building a healthy community through a comprehensive initiative to promote jobs, education, and housing

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

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

Does your project have a mission statement?

Does that mission statement reflect the mission of the Institute and the University (or the larger organization in which you are functioning?

Does that mission statement reflect what your team is doing?

Do you believe in your mission?

Vision

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

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

Does your project have a vision statement?

Does that vision statement reflect the vision of the Institute/University?

Does that vision statement reflect the dream of the team members?

Do you believe in the vision?

Values/Beliefs

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

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

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

Does your project state its core values?

Do these values/beliefs reflect those of the Institute/University?

Do you believe in these values/beliefs?

SWOT Analysis

SWOT Analysis

Internal– Strengths– Weaknesses

External– Opportunities– Threats

Business SWOT/Personal SWOT

SWOT Exercise

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

Operating Budget– Revenue– Expenses

Personnel Budget– Person-hours allocated

for activities

Intervention Planning

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

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 ***