Vision Meeting

Help your team align on where you're headed with your initiatives and product goals.

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Welcome

  • Start the meeting with a brief discussion on the objective of the meeting, expectations, and the result.

Understanding Vision Statements  

  • Discuss what a vision statement is and why it's important for your company to have one.
  • Talk through what are great examples of vision statements, what works, and what doesn't.

Individual Brainstorming  

  • Give attendees time and space for brainstorming on the future they want to create.  
  • Go around the room and have each person share one idea, word, or phrase that they think would help the company achieve its vision.  

Review Vision Themes  

  • Share and narrow down ideas.
  • Review all ideas and identify any common themes.  

Prioritize Concepts  

  • By now, you should have a list of themes that you can start prioritizing. Start by discussing which themes are most important to the company's vision. Then, rank the concepts in order of importance.  

Draft Options  

  • This is where you'll begin fleshing out how the company can achieve its vision. Brainstorm a few different options and then discuss them as a group.  

Closing and Next Steps

  • End the meeting by discussing the next steps.  
  • Assign tasks to individuals or teams and set a deadline for completion.  
  • Close the meeting with a summary of what was discussed.

How to use this template for your next 

Vision Meeting

If you're in the business world, you know that a vision meeting is a key part of getting everyone on the same page. A vision meeting agenda template can help ensure that your meeting runs smoothly and achieves all of its objectives.

Let's dive deep into how to carry out the meeting at each stage:

Welcome- a Moment of Alignment

When you start the meeting, it's important to set the tone and let everyone know what to expect. Start by discussing the aim of the meeting and what you hope to achieve by the end of the agenda.

Make clear any ground rules, such as no interruptions, and let everyone know that they'll have a chance to contribute.  

As you lay the foundation for the meeting, note that this is also a good time to build rapport with the team. So, aim to keep the mood light and make sure all attendees feel comfortable. This will help ensure that everyone is on the same page and knows what they need to do.  

Understanding Vision Statements- Discovering the "Why"

The next step is to get into the meat of the meeting. The first order of business is to ensure that everyone understands what a vision statement is and why it's so important for your company to have one. This will help everyone understand the importance of the meeting and get them thinking about their own vision statements.  

Talk about examples of great vision statements and what makes them effective. This is also a good time to mention any red flags to avoid when crafting your statement. Understanding the basics of a vision statement will give everyone some direction.

Individual Brainstorming- Creativity in Action

Now it's time to let the team's creativity flow! Give attendees some time to brainstorm on their own before coming back together as a group.

As people are thinking, encourage them to jot down any words or phrases that come to mind which would help the company achieve its vision. Once everyone has had a chance to think, it's time to start sharing ideas.

This is a key stage of the meeting, so you want to make sure that everyone has a chance to be heard.

Review Vision Themes- Identifying Key Themes

Once all the ideas have been shared, it's time to start narrowing them down. Review all of the ideas, identify any common themes that emerged and clarify their meaning. These themes will be used to prioritize concepts that are most important to your company's vision.  

Prioritize Concepts- Ranking the Ideas

Now that you have a list of themes, it's time to start prioritizing them. Start by discussing which themes are most important to the company's vision. Then, rank the concepts in order of importance. This step is important as it will help you focus on the most important ideas as well as allow you to start thinking about which ideas might need more work.

Remember to involve everyone in this stage so that you can get as many perspectives as possible.

Draft Options- Creating a Roadmap

Once you've prioritized the concepts, it's time to start drafting options. This is where you'll start fleshing out how the company can achieve its vision. Brainstorm a few different options and then discuss them as a group. Make sure to consider any barriers that might stand in the way.

While at this stage, you don't need to have everything figured out, but it's important to start thinking about how you can make the vision a reality.

This stage is all about getting ideas down on paper so that you can start making progress. Also, make sure that everyone has a chance to contribute.

Closing and Next Steps- Wrapping Up the Meeting

End the meeting by discussing the next steps. Decide how you will finalize the statement and assign tasks to individuals or teams to tie up and publish the statement.

You can also spare a few minutes for question-and-answer session to ensure that everyone is on the same page. Then, close the meeting with a summary of what was discussed.  

Need a Vision statement Template?  

Having a vision meeting template can help you focus on the content of the meeting rather than worry about logistics. It also keeps the meeting organized, productive, and on track. And with a great vision statement, you'll be one step closer to achieving your company's goals.

If you need help getting started, check out our Vision Meeting Statement Template. It will help you get started on drafting your own vision statement.

Hugo is here if you're looking for more great business templates. Be sure to check out our website. We have a wide variety of templates that can help you with everything from project management to sales.

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