© The Delos Partnership 2007 page 1 Vision and Strategy Workshop Creating the vision…….as a team

© The Delos Partnership 2007 page 1

Vision and Strategy WorkshopVision and Strategy Workshop

Creating the vision…….as a team

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Building a visionBuilding a vision

CoreIdeology•Core values•Core purpose

Envisioned Future•10-30 year BHAG•Vivid Description

•What do we believe•Why do we exist ?

-> think 100 years

Core Values• Being A pioneer – Sony•Creativity and dreams – DisneyCore Purpose•To experience the emotion of competition - Nike•To experience the joy of advancing technology - Sony

•Become a $ 125 billion by year 2000 – Walmart•“Crush Adidas” - Nike



Change ManagementChange Management

ActualStatus+ & -

Initialenergy &

mythsHistory VisionStrategy

Ob

staclesOpportunities

& dangers

Action plan

Action planAction

planAction plan

From: The Art of Visioning, Michael DoyleFrom: The Art of Visioning, Michael DoyleMichael Doyle Associates ©Michael Doyle Associates ©



Starting the changeStarting the change

1. Where are we now – strengths and weaknesses

2. What are our values – based on where we have come from

3. What is our future – trends, risks and opportunities

4. Where do we want to be in 5 years time5. What is our strategy – game plan for

getting there6. What are the obstacles to achieving

that vision7. What is our plan for getting there ?

ActualStatus+ & -

Initialenergy &

mythsHistory VisionStrategy

Ob

stacles

Futureenvironment

Opportunities& dangers

Action

plan

Action

plan

Action

plan

Action

plan



Where are we now ?Where are we now ?

PotentialSubstituteProducts

And services

Suppliers CustomersToday’s Marketand competitors

PotentialMarket

entrants

Porter : A model for understanding the strategic environmentPorter : A model for understanding the strategic environment



Where are we now ?Where are we now ?

Strengths Why ? Weaknesses Why ?

New competitors

•

•

•

•

Substitute products

•

•

•

•

Customers •

•

•

•

Suppliers •

•

•

•

ActualStatus+ & -

What do they think ?


• Customers

Customers

• Suppliers

Suppliers• People

People• Local community

Local community

• Corporate

Corporate



• Customers

Customers

• Suppliers

Suppliers• People

People• Local community

Local community

• Corporate

Corporate



Our valuesOur values

• Values support a community with which one wants to identify• They are shared and understood by everyone – genuinely• They help protect and create the common good

They are built up from • History, the founding energy – example• The culture of the business – potential• Views of the future - hope

Initialenergy &

mythsHistory



Examples of ValuesExamples of ValuesWalt Disney• No cynicism• Nurturing and promulgation of

“wholesome American values”• Creativity, dreams and

imagination• Fanatical attention to detail• Preservation and control of

Disney Magic

Walt Disney• No cynicism• Nurturing and promulgation of

“wholesome American values”• Creativity, dreams and

imagination• Fanatical attention to detail• Preservation and control of

Disney Magic

Nordstrom• Service to the customer above all

else• Hard work and individual

productivity• Never being satisfied• Excellence in reputation; being

part of something special

Nordstrom• Service to the customer above all

else• Hard work and individual

productivity• Never being satisfied• Excellence in reputation; being

part of something special

Sony• Elevation of the Japanese culture• Being a pioneer – not following

others: doing the impossible• Encouraging individual ability

and creativity

Sony• Elevation of the Japanese culture• Being a pioneer – not following

others: doing the impossible• Encouraging individual ability

and creativity



Our visionOur vision

“I find what is most important in this world is not so much where we are, rather it is where we are going to” – Oliver Wendell Holmes

“Imagination is more important than knowledge, as knowledge shows us we are, whereas imagination shows us where we might be” – Albert Einstein

"If you can dream it, you can do it. Always remember this whole thing was started by a mouse” Walt Disney



An Alice in Wonderland World?An Alice in Wonderland World?

“Cheshire Puss” – said Alice – “ Would you tell me, please, which way I ought to go from here ?”

“That depends a good deal on where you want to get to” said the cat.

“I don’t much care where, so long as I get somewhere” said Alice

“Then it doesn’t matter which way you go” said the Cat.



Vision examplesVision examples

“ I believe we possess all the resources and talents necessary. But the facts of the matter are that we have never made the decisions or marshaled the resources required for such leadership. We have never specified long-range goals on an urgent time schedule, or managed our resources and our time so as to insure their fulfillment.

I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to earth”



Vision examplesVision examples

“ I have a dream that one day this nation will rise up and live out the meanings of its creed; ‘We hold these truths to be self evident, that all men are created equal’”

“You ask, what is our policy? I say it is to wage war by land, sea, and air. ….You ask, what is our aim? I can answer in one word. It is victory. Victory at all costs - Victory in spite of all terrors - Victory, however long and hard the road may be, for without victory there is no survival.

Come then, let us go forward together with our united strength."



BrainstormingBrainstorming

What do we as a team think should be the Vision for Land Instruments ?

• Where in 2010 ?

• What in 2020 ?




The current environmentThe current environment

Brainstorming workshop session



Our future prospectsOur future prospects

Dimension Trends Threats Opportunities

Market

Customers

Competition

Technology

Products

Environment

ThreatsAnd

Opportunities



Our actionsOur actions

Dimension Strengths Weaknesses Actions

Market

Customers

Competition

Technology

Products

Environment

StrengthsAnd

weaknesses



Our vision is …Our vision is …


Documents

© The Delos Partnership 2007 page 1 Vision and Strategy Workshop Creating the vision…….as a team