Download Creating a Vision Presentation

Pi Lambda Phi
114th Annual Leadership Convention
Leadership:
Dreams Made True
From Vision to Action
William L. Ringle · David L. Fair · Robert H. Graham
Berea, OH
August 1, 2009
Agenda
Topic
Presenter
Vision
Bill Ringle
Mission
David Fair
Goals
Bob Graham
Workshop: Put it Together, Pack it Up,
Take it Back with You
Team
Wrap-up
Team
Conclude
Seminar Learning Objectives
Know
Characteristics
Vision
Learn How to
Construct
Mission
Test Effectiveness
Goals
Vision vs. Mission
Vision
A mental picture of what the
organization aspires to become
Mission
How the organization will
achieve its Vision
Characteristics

Clear, not ambiguous
 Challenging, yet rational, achievable
 Paints a bright, hopeful future
 General (does not tell people specifically how)
 People-oriented, aligns with culture
Microsoft
 Inspiring, memorable
A PC in every home
 Easily communicated
running Microsoft software.
Is Your Vision Working?


Serves your Customers (Stakeholders) best
interests
Provides a “Decision Test”
– Will this move me closer to the shared image?

Sense of the Possible
– Preferred future continuing to evolve
– Zero Defects does not work as well as Six Sigma


Pride on being Special or Unique
Shared sense of Community – prepare for the
future while honoring the past
Vision Statement
Test Questions -- YES or NO???
 Beliefs
and values
 Collaborative
 Comprehensive:
 Consistent
 Assumes
 Sets
Future-oriented (5-10 years)
with status quo and trends
resources
direction
 Clear,
easily understood no jargon or “slogans”
See handout for detailed questions

A society in which
everyone ages with
dignity and purpose
and in which AARP
helps people fulfill
their goals and
dreams.
Rails to Trails Conservancy

Creation of a
nationwide network
of trails from former
rail lines and
connecting corridors
to build healthier
places for healthier
people.
ASPCA

United States is a humane community in
which all animals are treated with respect
and kindness.
Susan G. Koman
(Race for the Cure)

A world without Breast Cancer
•To provide a family of
hospitality and
services that achieves
excellence and
enhances lifestyles of
all who come in
contact with the
Hooters brand.
Communicate Your Vision

Talk about it

Explain how it will benefit others

Demonstrate enthusiasm

Show that you mean it
Pi Lambda Phi – Vision
… cultivate communities that promote
academics, leadership, social skills, and
lifelong fraternal bonds.
At Your Chapter

Whatever Mission and Goals you choose
for your chapter in the coming year …

They MUST support the Pi Lambda Phi
vision.
Agenda
Topic
Presenter
Vision
Bill Ringle
Mission
David Fair
Goals
Bob Graham
Workshop: Put it Together, Pack it Up,
Take it Back with You
Team
Wrap-up
Team
Conclude
Leadership Pyramid
Vision
Mission
Goals
Without Mission …
With a Mission …
Why a Mission Statement?

Focus attention and energy
 Instill passion, motivate
 Provides image and tone
… Foundation for daily decisions
An Example …
Starbucks continued…
Characteristics
A mission statement describes the
organization’s:
1. Primary products or services
2. Distinctive competitive advantage
3. Overall strategy for long term success
Pi Lambda Phi – Vision

… cultivate communities that promote
academics, leadership, social skills, and
lifelong fraternal bonds.
Pi Lambda Phi - Mission
To provide an environment in which individuals join together,
share experiences and commit to excellence in order to:
 Establish lifelong friendships
 Maximize educational experiences
 Promote social, organizational, civic and community
responsibility
 Develop leadership skills
 Achieve personal growth
 Dynamically adapt to foster change
 Assure the future of Pi Lambda Phi
 Live The Creed through brotherhood
Adopted June 25, 1995
Communicating the Mission

Talk about it
 Explain the benefits
 Put it in writing
 Be enthusiastic
 Show that you mean it
Agenda
Topic
Presenter
Vision
Bill Ringle
Mission
David Fair
Goals
Bob Graham
Workshop: Put it Together, Pack it Up,
Take it Back with You
Team
Wrap-up
Team
Conclude
The “Mission” of Pi Lambda Phi
•
… Cultivate communities that promote
academics, leadership, social skills,
and lifelong fraternal bonds. Pi lambda
phi men build skills that will help them
succeed in their post-graduate
endeavors in an environment free from
hazing and drug and alcohol abuse.
The “Mission” of Pi Lambda Phi
•
… cultivate communities that promote
academics, leadership, social skills,
and lifelong fraternal bonds. Pi
Lambda Phi men build skills that will
help them succeed in their postgraduate endeavors in an environment
free from hazing and drug and alcohol
abuse.
How You Gonna Do That?
Leaders and Managers
•
Leaders do the right things
•
Managers do things right
Great Leaders

Provide clear direction

Foster collaboration

Motivate achievement
Great Managers

Translate vision, mission, values

Establish actionable goals and plans

Measure progress and adjust as needed
Managing Key Organizational
Functions
The keys to success are to figure out:
What are the key tasks
Who will complete them
How best to complete them
How to evaluate results




Key Function Analysis
Function
Create Vision
and Mission
Planning
Value Based
Recruitment
Finances/
Budgeting
Risk
Management
Description
Needed Needed
Now
Soon
Who
Will Do
Complete/
Ongoing
Goals
•
•
•
•
•
Provide focus and clarity
A statement of result
Simple and direct
Help maintain the culture
Organizationally or personally
Kennedy- “Man on the Moon”
Speech
A Special Address to Congress
On The Importance of Space
May 25, 1961
“First, 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 the Earth.”
“SMART” Goal Setting
Goal Statements
Specific Measurable Achievable Relevant
Original
Revised #1
Revised #2
Revised #3
Final Goal Statement
Timebased
Organizational Example
•
From Vision / Mission statements, …“need to
increase membership”.
•
Goal: XY Chapter of Pi Lambda Phi had a
membership of 43 brothers at the end of the
2008-2009 school year. Based on the need to
ensure a viable long-term organization
dedicated to growth, we will increase our net
active membership (after graduations, transfer,
etc) by 10%. We will accomplish this by the
end-of-school year 2010.
“SMART” Goal Setting
Specific:
Increase net active membership
by 10%
Measurable:
Set percentage increase over
actual membership
Achievable:
Used past membership goals
for achievability
Relevant:
Relates directly to long-term
viability
Time-based:
Times for completion are identified
The Planning Process
•
•
•
•
•
•
Helps leaders be future oriented
Describes how a goal will be achieved
Provides structure
Gives specific guidance and direction
to those involved in achieving the goal
“Plan the work, work the plan”
Monitor and act
The Planning Process (con’t)
“Plan the Work and Work the Plan”:
• Establish schedule
• Assign Rush Chairman
• Develop recruiting team, communicate goals
• Determine membership demographics
• Plan local city recruitment events, e.g. picnics,
outings, sport events, and on-campus showcase
event(s)
The Planning Process (con’t)
•
•
•
•
•
Develop list of prospective members
Enlist parent organizations for support
Tell about features, but SELL benefits
Execute the plan
Schedule regular review discussions, modify
plan as needed
Leadership
•
•
•
Vision / mission / goals/ plans
Make the statements, get commitment,
do it
Lead and manage to success.
Agenda
Topic
Presenter
Vision
Bill Ringle
Mission
David Fair
Goals
Bob Graham
Workshop: Put it Together, Pack it Up,
Take it Back with You
Team
Conclude
Bill Ringle
Pi Lambda Phi – Vision
… cultivate communities that promote
academics, leadership, social skills, and
lifelong fraternal bonds.
Does this pass the Vision Statement test?
Leadership “Take Away”
Case Study
‘. . . cultivate communities that promote academics,
leadership, social skills, and lifelong fraternal bonds.
Pi Lambda Phi men build skills that will help them
succeed in their post-graduate endeavors . . .’
Pi Lambda Phi’s Mission and Creed cover
five areas. Your team has been assigned to
one of them.
Leadership “Take Away”
Case Study
Mission Area
1. Sustain Membership: Assure Pi Lambda Phi’s Future
2. Promote Academics
3. Develop Skills: Leadership and Social Skills for
Organizational/Civic/Community Responsibility.
Build Skills for Personal Growth and Success in Life
after Graduation
4. Enable Life-long Friendships: Networking
5. Live the Creed Values: Brotherhood, Freedom,
Elimination of Prejudice, Honesty, Justice, Support
Your Country: The United States of America
Leadership “Take Away”
Case Study
For your area assigned:
1. State one or two goals that you can begin immediately this Fall
that will help define and implement programs in support of the
assigned area.
a.
b.
2.
Make the goals SMART
Goal:
a.
b.
Specific
Measurable
Achievable
Relevant
Time-Based
Leadership “Take Away”
Case Study
For your area assigned:
3. Develop the first steps of an Action Plan that will begin
implementation of actions to achieve goal.
a.
b.
4.
Decide who will present your result:
Leadership:
Make Dreams Come True

Vision
A mental picture of
what the organization
aspires to become

Mission
Vision
Mission
How the organization
will achieve its Vision

Goals
The SMART way to
make it happen
Goals