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A Mission Statement expresses your purpose and establishes the foundation for your programs, services and activities.

A Vision Statement summarizes your aspirations for the depth and breadth of your mission.

A Values Statement establishes organizational culture (the norms for interactions among staff, volunteers and stakeholders). Values are your social and moral compass.

A Principles Statement establishes boundaries and consequences. Principles enforce and reinforce your values.

A Strategic Plan anticipates the capacities and capabilities required to implement your vision. It provides a long-term perspective, direction, goals and motivation.

A Business Plan defines the near-term depth and breadth of your mission and organizes the capacities and capabilities to deliver your programs, services and activities. It implements strategy and provides focus for your current operations.

Organizational Roles:

  • A Visionary provides innovation, imagination, intuition, perception and insight. He/she is a rule-breaker, risk-ignorer, and challenger.
  • A Strategist provides organization, models and alternatives. He/she is a multi-factor technical expert, pathfinder and risk-taker.
  • A Leader provides perspective, context, motivation, boundaries, judgment, inspiration and oversight.  He/she is a role model, tactician, navigator and risk/reward-evaluator.
  • A Process Owner provides process, governance, direction, metrics, analytics, training, incentives, specifications, dependencies, persuasion, success criteria and consequences. He/she is a planner, rule-maker and risk-mitigator.
  • A Technician provides expertise. He/she is task oriented and a path-follower.
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