Vision | Values | Mission
Get clarity on where you’re going and how to get there.
– VISION, VALUES & MISSION –
Do you know your financial organization’s vision, mission and core values? Does your staff? Better yet…when was the last time these were updated?
Your vision, mission and core values are your organization’s North Star. Without clarity and alignment on these things, your team will keep moving in circles.
Gain Clarity & Alignment
Without a focused vision, no one knows where to go. They may go somewhere, just not where you need them to. Help your team focus on what matters most.
Reevaluate Your Direction
What brought your financial organization this far will not be what carries it to the next level. If it’s been decades since you updated your vision, then now is the time to reevaluate.
Get the Right Buy-In
It’s one thing to come up with a refreshed vision, mission and values. It’s another thing to convince your board, and your staff, that it’s the right vision. We’ll help you achieve clarity and alignment so everyone gets on board.
Testimonials
“When the candidate called me to accept the position, she said the Vision and Values Playbook sealed the deal for her! That moment gave me goosebumps, and while I thoroughly enjoyed the whole making of the Playbook, that one comment was a full circle moment and made it all worth it.”
Gina Rasmussen
COO, TruStar FCU
Did you know 71% of employees can’t recognize their company’s strategic vision in a multiple choice question?
