1.
Creating a Vision
www.optimumfx.com

2.
Intent of session
This exercise will enable you to:
• Create a compelling vision with your team
• Identify key initiatives for achieving this vision
• Prioritise your initiatives to maximise your impact
• Share all these outputs in a simple visual format

3.
Why set a vision?
• ABC Model - Everything man-made started with an idea – We can only build what we can
see or imagine
When we build something or go on a journey – we have a picture of where we are going to end
up, what it’s going to look like. When you create a shared vision, it allows everyone to have the
same picture maximising your chances of achievement.
We believe that when go on a journey that we go from A to B to C, and this isn’t the case, we
have the whole picture of ABC in mind and this is our guide to steer us through whatever we
come across..
• Reticular Activating system (RAS) – allows us to make connections
The part of the reticular formation in the brainstem that plays a central role in bodily and
behavioural alertness; its ascending connections affect the function of the cerebral cortex and its
descending connections affect bodily posture and reflex mechanisms.
It’s what controls making connections between what you want and what is available in your
environment.
 It’s the first step for setting a medium - long term strategy
 When you have a shared/team vision it multiplies the probability of achievement
 The greater your clarity on WHAT you want to achieve, the greater your likelihood of
achieving it

4.
Elements of your vision
• Values
– What behaviours are we going to hold each accountable for
• Current state
– Where are we now? Open and honest statements. Include KPI’s
• Future state
– Where do we want to be. Statements in present tense. Include KPI’s.
• Initiatives/milestones
– The main projects or outcomes that you want to achieve
• Review processes
– Milestone plans, Build into objectives, Management reviews
• Supporting activities
– What additional activity will help you achieve your goal

5.
Creating the compelling vision
1. Team Values
2. Current State
Honest statements
3. Future State
Written as if already occurred
4. Key Initiatives
Steps to achieving vision
5. Review processes
Ways you will stay on target
6. Supporting
activities

6.
Summary of Creating a Vision
Steps
• Values & Behaviours
• Current state
• Future state
• Changes / Initiatives
Tools
Answer question - How are we going to
behave as a team?
SWOT, Brainstorm, Audit
Imagination, Benchmark, Invert current
What would fill the gap?