Establishing a vision for a department or organization is one of the most important challenges and opportunities for a leader. Setting a worthwhile vision requires time to effectively craft and articulate, obtain input from others, gain commitment from all and achieve clarity in explanation and execution. What has THE BOOK told us establishing a vision? If you are ready to tackle it, here is a suggested approach:
1. Pray first
We should pray before beginning any significant endeavor. Unfortunately, most of the time we plan and then maybe we try to commit those plans to God by praying about them. Scripture is clear in that God is telling us to pray first and then plan with the insight He provides. You have probably heard the quip, “If you want to make God laugh tell Him your plans”. Proverbs 16:3 tells us to “Commit your actions to the Lord and your plans will succeed.”
2. Set aside the right amount of time
How much time? It depends on the size of the organization and whether you are creating it from scratch or reviewing an existing one for continued relevancy. If the vision will guide a multilevel organization, such as a Fortune 500 organization, you might need up to six months. If you are establishing a new vision for a smaller organization of 100 employees, you still might take several months. If you are aligning a department or divisional vision with an existing corporate vision, it might take a month or two. Whatever time is required, understand that a worthwhile vision is not established at a typical one- or two-hour staff meeting.
3. Assemble a team of advisers
The challenge of developing a vision for your organization, no matter how small or large, should not be one you take on alone. As Proverbs 15:22 teaches, it is wise to develop the vision among leaders and not with one leader. Ideally, your team of advisers will be a group of people who can champion the vision’s components, namely its mission, core values, objectives and goals. Your direct staff of people who will implement the vision might be part of this team or you might choose to have an external team of people who know the broad environment and marketplace. It is helpful to arrange for the meeting to happen at an off-site location. This allows the people attending to focus on this critical task and not be interrupted by their normal work activities.
4. Engage some outside help
Even the most skilled leaders find it difficult, if not impossible, to facilitate a visioning session and be a participant at the same time. If your organization has a strong training or executive development function, perhaps someone on that staff can facilitate. If not, hire someone who has the expertise to help. It will be one of the wisest investments you will make. (Shameless plug – contact me, for I have assisted dozens of organizations, small, medium, large, private, public, not for profit, in a wide variety of industries.)
5. Take time to consider your ideas
As you work to put the meat around the bones of mission, core values, objectives and goals, take time to reflect and meditate on what you are developing. This is the time to ask the Lord for His blessing on your work, to let these proposed plans take time to germinate and to see if this really is where the Lord is leading you and the organization.
6. Communicate your vision to all concerned
What good is your vision if your people do not know their roles in fulfilling it? This means that you must develop plans to communicate this vision to employees, customers, vendors and others who will have an impact on its accomplishment. Holding one big roll-out meeting to communicate it is not nearly enough. Actually, if you communicate this only once, it probably will not succeed. Your plan must include regular (usually monthly or quarterly at a minimum) updates to everyone so progress can be tracked and rewarded. Recall that Jesus took many opportunities to communicate His vision to people who had heard it before. This was to remind and encourage them to continue on, especially when faced with obstacles or setbacks.
7. Establish accountability and measurements
Plans devoid of responsibility or accountability will not be accomplished. This seems like such an obvious statement, yet many organizations fail to take this step. Their worthwhile vision withers from neglect, and “the way we have always done it” continues unchecked. Similarly, if you do not look at checkpoints along the way, how will you know if you are on the right path to reach your vision? Measurements help people deliver what is expected of them when such measurements are clear and objective. Remember, you can not expect what you do not inspect; if you do not measure it, you can not manage it. See my blog post http://www.leadershiplessonsfromthebook.com/you-cant-manage-what-you-cant-measure/ on this topic.
Setting a vision is one of the foundational elements of ensuring a successful organization. For the Christian leader, this means following principles that God has established as essential. His process has proven again and again that it is successful. The roadmap is there; we merely need to follow it.