[Insert Organization Logo and Year] [insert title, e.g., Our Vision]

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1 HR Executive Forum [Insert Organization Logo and Year] [insert title, e.g., Our Vision] AGENDA Mission Statement and Core Values Historical Data Vision and Timeline In Support of the Vision The Team Leading the Vision Employee Support Network Your Important Role The Vision Action Plan Our Vision in Action

2 Mission Statement and Aligned Core Values [Organization] maintains a strong commitment to the mission and values we set forth [insert mission statement here] [Organization] Mission Statement Core Values: [insert values and description here] [Insert picture of CEO and quote] 2005 Corporate Executive Board 2

3 [Organization] Historical Data Linked to our past and current market position, as well as our competitive advantage, we developed a vision for our future [Modify Chart with Historical and Present Financial Data Showing Upward Trajectories] [Insert Information Demonstrating Competitive Advantage] Market Position st Qtr 2nd Qtr 3rd Qtr 4th Qtr East West North Competing Activities [insert competitor name(s)] [insert organization name] [insert competitor s core [insert organization s core activities] activities] Our True Competitive Advantage 2005 Corporate Executive Board 3

4 Our Vision and Timeline Insert Vision Statement: Insert Key Goals of Future Vision: Vision Timeline and Milestones Milestone A: Milestone B: Milestone C: Milestone D: The Organization of the Future [Where we would like to be in 5,10,15 years] 2005 Corporate Executive Board 4

5 In Support of [Organization s] Vision Our Vision is Powered By: Our Performance [list activities required to achieve vision, e.g., relevant financial and customer services, internal process improvements necessary] What We Can Achieve [list corresponding measures to gauge performance, e.g., relevant financial and customer services, internal process improvements necessary] 2005 Corporate Executive Board 5

6 The Team Leading the Vision [Insert names, photos, and titles of exec team] CEO Sr. Exec Sr. Exec Sr. Exec Sr. Exec Insert other key groups or individuals leading the vision 2005 Corporate Executive Board 6

7 Your Important Role at [Organization] Note: Customize for your organization Where do I fit in [organization]? It is critical that we understand how each of our individual roles impact strategic business outcomes. [Organization s] Goals for [Insert Timeframe] [insert Organization name] Goals Increase Market Share by 5% Increase Market Share by 5% Increase Market Share by 5% [insert Business Unit name] Goals Increase sales of X product by $50M Attract new customer segments Attract new customer segments [insert Department name] Goals Sell $10M of X product Introduce new product line Introduce new product line [insert Team name] Goals Sell $2M of X product to Y customer segment in 2006 Complete six new proposals for new products Complete six new proposals for new products Individual Goals Sell $10,000 of X product in Q4 to assigned customers SALESPERSON Come up with 3 new ideas and write proposal for new product PRODUCT DESIGN MANAGER Assist manager with market research on new customer targets ADMINISTRATIVE ASSISTANT TO PRODUCT DESIGN MANAGER 2005 Corporate Executive Board 7

8 The Vision Action Plan Insert Key Employee Group A Insert Training and Development On the Job Activities Assessment Plan Insert Key Employee Group B Insert Training and Development On the Job Activities Assessment Plan The Vision Action Plan Insert vision statement Insert Key Employee Group C Insert Training and Development On the Job Activities Assessment Plan Insert Key Employee Group D Insert Training and Development On the Job Activities Assessment Plan 2005 Corporate Executive Board 8

9 Our Vision in Action [insert connection to value and vision statement] [ insert title of Employee A relevant experience] [insert title of Employee B relevant experience] [insert example, e.g., Researcher A demonstrated our core value of Innovation by designing a new service offering, improving an old process, inventing a new product, etc. ] [insert example, e.g., Account Manager B demonstrated our core value of Teamwork by taking over a colleague s customer responsibilities during the colleague s unexpected leave of absence to care for a sick family member] Insert motivational quote from CEO 2005 Corporate Executive Board 9