Strategic Vision Worksheet

Company Name: [Insert Company Name]

Core Purpose:

  • What is the reason for our company’s existence?
  • What value do we bring to the world?
  • How do we make a difference in the lives of our customers and community?

Core Values:

  • What are the fundamental beliefs that guide our decisions and actions?
  • What principles are non-negotiable for us as a company?
  • How do we want to be perceived by our customers, employees, and partners?

Vision Statement:

  • What do we aspire to achieve in the long term?
  • What will our company look like in 5, 10, or 20 years?
  • How will the world be different because our company exists?

BHAG (Big Hairy Audacious Goal):

  • What is our ambitious and inspiring long-term goal?
  • How will achieving this goal transform our industry or market?
  • What legacy do we want to leave behind as a company?

Target Market:

  • Who are our ideal customers?
  • What are their needs, desires, and pain points?
  • How do we uniquely serve and add value to our target market?

Differentiation:

  • What sets our company apart from competitors?
  • How do we create a unique and compelling position in the market?
  • What is our competitive advantage?

Measures of Success:

  • How will we know if we have achieved our long-term vision?
  • What are the key performance indicators (KPIs) that reflect our progress?
  • What does success look like for our company?

Strategic Focus Areas:

  • What are the critical areas of focus to realize our vision?
  • How do we prioritize and allocate resources to these focus areas?
  • What strategic initiatives will propel us toward our long-term goals?

By using this guided worksheet, readers can systematically articulate a comprehensive strategic vision for their company, fostering clarity, alignment, and inspiration for the future.

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