Mission, Vision and Plans, Oh My!

Slide 1

Visions, Missions and Plans: Oh My!

Ann Kovalchick | 10 July 2012

Discuss concepts, terminology, characteristic, and examplesTable work Record a snapshot of ITs current context (Mission)Brainstorm what success looks like for a particular issue (Vision)Focus attention on action steps (Plan)

Goal: Learn to build and execute effective institutional processes that support an IT vision, mission and strategic thinking

FORMAT

Objective: Discern institutional conditions and processes for use in leveraging an IT vision, mission and strategic plan.Reflect on opportunities to design tactical and strategic approaches to achieve IT goals.

Its about leading changeMapping the routeMission and vision prevent you from wandering in the desert

2

The IT organization

have you gone through a strategic planning process? can you state the mission and vision? do you know how your your day-to day-work ties to your strategic plan?

Strategic planning is a tool to manage change

3

MISSION OR VISION?

A Vision Statement

A description of the organizations desired future state. An organizational vision statement is internally focused: It projects the future in terms of the program,budget or staff size, answering the question Where do we want to be? Some organizations also adopt societal vision statements, articulating the desired influence of their work on their target community or constituency. This type of vision statement answers the question What is the impact of our work?

A Mission Statement

A brief expression of the organizations purpose. It should answer the questionsWhy do we exist? and What, at the most basic level, do we do?

Ten Keys to Successful Strategic Planning for Non-Profits and Foundations. Richard A. Mittenthal, TCC Group

Jim Tweedy's Friendly Doggies

MISSION

VISION

MISSION

Key Questions

What do we do?How do we do it?For whom do we do it?

Characteristics

Current now orientedDefines a scope/marketRealisticClear & SuccinctMemorable

MISSION: VIACOM

Viacom's goal is to be the worlds leading, branded entertainment company across television, motion pictures and digital media platforms. We focus on our consumers, enhancing our existing brands, developing new brands and executing on our multiplatform strategy to reach this objective and sustain growth. By capitalizing on our creative strengths and deepening our relationships with audiences, advertisers, distribution affiliates, talent and licensees, Viacom is positioned to achieve continued or greater global success

CurrentDefines a scope/marketRealisticClear & SuccinctMemorable

X

MISSION: Merrill Lynch

Merrill Lynch has positioned itself to be the preeminent global financial management and advisory company.


X

X

X

X

MISSION: H & R Block, StumbleUpon

To help our clients achieve their financial objectives by serving as their tax and financial partner.


X

X

X


X

StumbleUpon helps you discover and share great websites.

X

X

X

X

X

CONTEXT MAP

CUSTOMER NEEDS

Customer NeedCustomer NeedCustomer NeedCustomer NeedCustomer NeedCustomer Need

UncertaintiesUncertaintiesUncertaintiesUncertainties

UNCERTAINTIES

TECHNOLOGY FACTORS


Technology Factors

Technology Factors

Technology Factors

Technology Factors

Economic FactorsEconomic FactorsEconomic FactorsEconomic FactorsEconomic Factors

Political FactorsPolitical Factor Political FactorsPolitical FactorsPolitical Factors

POLITICAL FACTORS

ECONOMIC CLIMATE

Trend

TRENDS

Trend

Trend

Trend

TRENDS

Trend

Trend

Trend

Trend

Identify a systems level snapshot of Its organizational environment

Table Exercise

1996-2009

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CONTEXT MAP: Outsourcing e-mail to an external provider

CUSTOMER NEEDS


UncertaintiesUncertaintiesUncertaintiesUncertainties

UNCERTAINTIES

TECHNOLOGY FACTORS


Technology Factors

Technology Factors

Technology Factors

Technology Factors

Economic FactorsEconomic FactorsEconomic FactorsEconomic FactorsEconomic Factors

Political FactorsPolitical Factor Political FactorsPolitical FactorsPolitical Factors

POLITICAL FACTORS

ECONOMIC CLIMATE

Trend

TRENDS

Trend

Trend

Trend

TRENDS

Trend

Trend

Trend

Trend

Identify a systems level snapshot of Its organizational environment

Context 1: Trustee of small, wealthy private liberal arts college is pushing the President; strong IT unit

Context 2: Large public university facing budget cuts; IT driving this; heavily unionized

Context 3: Community College, President and students advocating; IT in midst of ERP go-live

Table Exercise

1996-2009

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THE VISION THING

@MISSION Followed by Vision and others

Promoted Follow

Vision follows mission

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The Problem of Alignment

Does your project have a Vision?

Does your institution have a Vision?

Does your IT orghave a Vision?

Does your Functional Team have a Vision?

NO

Can you use it?

Can you use it?

YES

NO

NO

Can you use it?

YES

Use it

Use it

Use it

YES

NO

NO

NO

Create a VISION

THE VISION THING

Key CharacteristicsSets a desirable goal. It describes an outcome, the best outcome we can achieve. It does not confuse vision with the business goal and objectives for a particular period of timeInspirational, aspiration & challengingStates the organizations purpose; aligns with organizational values and cultureFuture focusedBrevity & ClarityIt evokes emotion and helps build a picture in peoples minds

Jessica Hagy: thisisindexed.com

A creative act that needs ot be anchored in reality to be beleiavble

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WHOSE VISION IS IT?

Burger KingMcDonaldsWendys

elements of a vision:Sets a desirable goal & describes an outcome

(Company) vision is to be the world's best quick service restaurant experience. Being the best means providing outstanding quality, service, cleanliness, and value, so that we make every customer in every restaurant smile."

WHOSE VISION IS IT?

Our vision is to be earth's most customer centric company; to build a place where people can come to find and discover anything they might want to buy online

Etsy.com eBay Amazon

elements of a vision: Inspirational, aspirational,

WHOSE VISION IS IT?

"Helping People Around the World Eat and Live Better.

Kraft Foods Whole Foods Heifer International

elements of a vision:Brevity & Clarity

WHAT IS THE ROLE OF VISION?

"Effective leaders help others to understand the necessity of change and to accept a common vision of the desired outcome. John Kottar

A vision is a catalystA vision alignsA vision facilitatesA vision energizesA vision reflects values

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WHAT IS THE ROLE OF VISION?

There is nothing more difficult to take in hand, more perilous to conduct, or more uncertain in its success, than to take the lead in the introduction of a new order of things. For the reformer has enemies in all those who profit by the old order, and only lukewarm defenders in all those who would profit by the new order, this lukewarmness arising partly from fear of their adversaries and partly from the incredulity of mankind, who do not truly believe in anything new until they have had actual experience of it. Niccolo Machiavelli

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IN THE MOVIES: Outsourcing e-mail to an external provider

BRAINSTORMS

STORYLINE &THEMES

MEMORABLELINES

CAST & CREW

REVIEWS

MOVIE MARQUEE POSTER

TRAILER STORYBOARD SKETCHES

Brainstorm ideaBrainstorm ideaBrainstorm ideaBrainstorm idea

(insert clip art or other image)

(insert clip art or other images above)

StorylineStorylineTheme

Cast:Crew:

LineLineLine

ReviewReviewReview

MOVIE NAME

Table Exercise

1996-2009

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Context 1: Trustee of small, wealthy private liberal arts college is pushing the President; strong IT unit

Context 2: Large public university facing budget cuts; IT driving this; heavily unionized

Context 3: Community College, President and students advocating; IT in midst of ERP go-live

Outsourcing e-mail to an external provider

Plans

In preparing for battle I have always found that plans are useless, but planning is indispensable.Dwight D. Eisenhower

Plans are of little importance, but planning is essential.Winston Churchill

Stategery or Strategic Dynamism?

= stratos(army) and agos (leading/guiding), stragegos, the art of the general

( = derived from the Greek word taktika - fit for arranging)

defining the situation, (2) detailing your concerns and objectives, those of your principal antagonist(s)/competitor(s), and those of other important players, (3) identifying and analyzing options that might be pursued, in terms of such factors as costs, risks, and probabilities of success, (4) options selection and alternatives analysis in the light of potential frictions, (5) reoptimization in light of changing events, (6) evaluation of the option in terms of its success in achieving desired results, and finally, (7) option modification or replacement.

Thinking Strategically

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Strategic Planning

Where are we now? (The Situation)How did we get there? (Our Momentum)Where are we going? (The Direction)Where should we be going? (Desired Direction)How will we get there? (The Strategic Plan)

Drake University (organic)Tulane University (Issues - based)Univ. of Virginia (scenario based)Alignment-based

Five Stages

Four Models

Group Exercise: FIVE BOLD STEPS

BOLD STEPS

Bold Step

SUPPORTS

CHALLENGES

VALUES

VISION THEME

Bold Step

Bold Step

Bold Step

Bold Step

VISION THEME

VISION THEME

VISION THEME

VISION THEME

VISION THEME

VISION

VISION/PURPOSE

Supporting IdeasSupporting IdeasSupporting Ideas

SupportsSupportsSupports

ChallengeChallengeChallenge

ValueValue

ValueValue

ValueValue






1996-2009

Creating, Capturing and Communicating

GETTING INPUT: Organizational structure v Representational structureCommunity structureDecision-makingInfluencersInnovatorsStandard-bearersImplementers and executersNumber of participantsLength of timeCapturing the contentPreparing your audienceSelecting readingsFacilitating the sessionsStatement of the problemThe purpose of the sessionsThe questions you haveSummary

EDUCAUSE Leadership Institute

Alignment based

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Life is what happens to you while you're busy making other plans.John Lennon

THANK YOU

Business

Mission, Vision and Plans, Oh My!