Module 01 · Strategic Planning

Vision & Mission Clarity

Sharpen the why before you plan the what.

What this module does

Before a strategic plan can earn a funder's dollar, it has to earn its own clarity. Module 01 strips your vision and mission down to language a board, a staff, and a stranger can all repeat.

Watch first
Start With Why
Simon Sinek

Foundational talk on naming the why before the what.

Worked example
Healthy Eating Active Living New Hampshire, Strategic Plan 2011, 2014.
Vision: All New Hampshire residents enjoy health and quality of life through healthy eating and active living. Mission: Work in collaboration with our partners to inspire, advance and support policies, systems and environmental changes to promote healthy people in healthy places throughout New Hampshire.

What to copy: HEAL's vision names a future state in one sentence. Their mission names the change (policy, systems, environments), the who (NH residents), and the how (in collaboration with partners). That is the shape your Module 01 output should take.

Read the full HEAL NH plan (PDF) →
The beats
  1. 01

    Audit the current language

    Inventory every place your mission shows up, and where it contradicts itself.

    Open beat
  2. 02

    Name the change

    Define the specific shift in the world your org exists to create.

    Open beat
  3. 03

    Name the who

    Get precise about the community, region, and population you serve.

    Open beat
  4. 04

    Draft the vision

    Write a future-state sentence the board can defend in a funder meeting.

    Open beat
  5. 05

    Pressure-test

    Run the new language past staff, board, and one honest outsider.

    Open beat