Vision and goals
Create a vision and goals for your team so that you all agree on what you are aiming for and want to achieve.
10 to 20 people maximum
Around 1 to 2 hours
This session is quite long so include a 10 minute break every 45 minutes
Guidance
Why
Understand:
- how your team vision relates to the Co-op's vision and mission
- what you want to achieve as a team
- how your goals and objectives relate to your vision
- how to break your objectives down into weekly and daily tasks
- how you will measure your progress against your vision, goals and tasks
Who:
- All the team
- Key stakeholders
"We wanted everyone to feel empowered to create a vision for ourselves. In a collaborative session everyone owns it. It gives people a platform to question what we’re doing, talk it through and find agreement."
Carly, Co-op Represent network
When:
- Create a vision and goals as one of the first things you do as a team
- It’s important that everyone in the team knows what the vision and goals are. They should be visible whenever your team reviews work or plans for the future
"As a participant you’re so focused on what you’re doing. A facilitator can ask questions and spot patterns which is massively helpful."
Natalie, Co-op Represent network
Learn more:
Glossary definitions that might be helpful:
Steps for interactive group activity
All of the steps and activities for creating a vision and goals are in a Miro board. This is so that your team can work together remotely in a shared visual space.
The Miro board includes:
- Welcome and introductions
- Aims and principles for the session
- Vision activities:
- Activity 1: Team purpose
- Activity 2: Qualities a vision should have
- Activity 3: What kind of words do we want in our vision?
- Activity 4: Building the vision statement
- Goals and metrics activities:
- Activity 5: Ideas for goals
- Activity 6: Things we can do to achieve our goals (metrics)
- Vision goals and metrics template
- Next steps
"We had a group with strong personalities and opinions. As a leader I wanted to bring people together on a journey. I wanted us to know who we are and what we stand for. The vision session gave me a leadership tool to do that."
Carly, Co-op Represent network
Go back to Ways of Working guidelines homepage to decide what you work on next.