One of the key elements of operational excellence is team delegation. In a participatory organizational model, all contribute to decision-making, each at its own level. Teams must be familiar with the vision, mission and strategy of their organization. It is therefore important for each organization to define and share them. But before we begin, how does the vision differ from the mission? How to define it? My goal in this article is to bring you some answers.
The True North
In operational excellence, strategic alignment is done through the Hoshin Kanri methodology. If you want to implement it, you will find more details in the article Hoshin Kanri, what’s your plan?
In Hoshin Kanri, ho means compass, so we sometimes find the term True North for Vision. The translation is interesting and provides two details:
As you know, geographic North and magnetic North are not exactly in the same place. It is important to know your true North if you want to go to your destination: the closer you get to it, the more critical it is to have a precise and shared direction.
In addition, the magnetic North moves, in general rather little, but in exceptional circumstances, it can reverse (more information on Wikipedia). The Vision undergoes the same types of changes: if, in general, it is defined for a long time, it can adjust itself to specify elements or to follow the needs of the market. It can, however, exceptionally, change completely.
Define the company ambition
Your Vision should be summed up in one sentence, which explains the values and direction you want to give your organization.
Here are some examples :
Organize information globally to make it accessible and useful to everyone.Google
To refresh the world…
To inspire moments of optimism and happiness… To create value and make a difference.Coca Cola
To invent the next industrial era, to build, move, power and cure the worldGeneral Electric
Your Vision can come with one or more encrypted business goals that support your ambition. It explains why your organization exists.
Difference between Mission and Vision
The Mission explains how to reach your Vision. For more details, on why and how, I invite you to watch Simon Sinek’s video on the subject. If the Vision is ambitious, the Mission is more pragmatic: it expresses how the organization will deliver its Vision.
You often know your Mission better than your Vision. But the question Why is much more important to guide your choices and involve your employees.
The vision is not a marketing slogan. It is a visceral affirmation. The entire management committee must be convinced, to convince managers and employees.
Oracle, for example, marks very well the difference between his Vision (why):
We help you simplify your IT environment so that you can free up money, time, and resources to invest in innovationOracle
and its Mission (how):
We do this by providing a comprehensive and fully integrated stack of cloud applications, platform services, and engineered systems.Oracle
Turn the Vision into strategie
From the True North arise several major strategies. This is the step of answering the question: What? In short, what will you do concretely to achieve your Vision, through your Mission.
A good way to keep the focus is to use an A3 to describe and follow each strategy. An A3 is a document that collects all useful information on one (large) page.
To define your strategies, here is what this type of document should contain:
- Reason for action: the link between Vision and Mission. Why is this a way to reach your ambitions?
- Current state: Where are you today? It’s always easier to know where you’re going from, to define your itinerary.
- Target state: your projection. Where will you be in six months or a year? What do you want to accomplish with this strategy?
- Action Plan: List the activities you will do to succeed, and associate a leader and a time to each.
- Follow-up: This last section will be useful when you start working to identify good moves, areas for improvement and changes made.
Cascade the strategy into objectives
You are now in the final stage: setting goals to make sure you are going in the right direction. It is obvious that you must choose good indicators … To know it is in an article dedicated to build your performance indicators.
It is important to distinguish the Vision (Why) from the Mission (How) and the Strategy (What) to facilitate understanding, but especially to reach new heights!