Strategic Roadmap: Mission, Vision and Core Values

October 15, 2021

Strategy is the foundation of any business. Having a written plan that formalizes your organization’s mission, core values and vision can help the business, ownership, family and employees be on the same page and can help the organization reach it’s short- and long-term objectives.


Transcript

Matt Kerzner:The sections that I'm going to get into today are the first one, which is the mission, core values and vision. The mission is a simple statement of what you want to be. It is describing what you will offer to your clients, both internally and externally. 

The second one is your core values. These are action words that describe what your organization is all about and what you strive for in delivering the service to your customers. For example, integrity, customer service, employee satisfaction. These are words that mean something. If you can get your employees to really believe in those, then those are core values. The next is the vision. What do we want to be when we grow up? What is that one, three and five-year vision of your organization? If you can have those really articulated and your workforce really gets behind it, everybody will be rowing in the same direction.

About Matthew Kerzner

Matthew Kerzner is a Managing Director in the Center for Individual and Organizational Performance and the Center for Family Business Excellence. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses.


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EisnerAmper discusses the strategic roadmap process, and how we can help you and your organization put a plan together to look for three to five years out within your organization.

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When goals are written in a Specific, Measurable, Achievable, Relevant, and Timely manner, they can help individuals, departments, and the business reach their short- and long-term objectives.

Strategic Roadmap: Individual Actions

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Strategic Roadmap: Initiatives & Projects

Strategy is the foundation of any business. Having a written plan that formalizes initiatives and projects in areas such as business development, operational efficiencies and human resource management can help the business, ownership and family be on the same page. When leadership and employees understand what their deliverables are, how they measure success, and what is in scope and out of scope on what they need to accomplish can help a business reach its short- and long-term objectives.

Strategic Roadmap: Strategies and Measures

Strategy is the foundation of any business. Having a written plan that formalizes your organization’s strategy regarding deliverables and how one measures success in areas such as business development, operational efficiencies and human resource management can help the business, ownership and family be on the same page. When everyone in the organization knows what you will be accountable for and how you measure for success, that can help the business reach its short- and long-term objectives.