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The Strategic Plan: Why Your Organization Should Have Values, Vision and Mission Statements

The strategic planning process provides opportunities to examine specific problems, generate a renewed commitment to marketing and communication, and to present the ideal opportunity to promote teamwork amongst members of the entire group. Strategic planning, whether it is short, mid or long-term, assists organization for the long run, as they monitor progress and measurement to achieve goals. This process provides the ability to remain flexible, and to change course, if necessary (Barry, 2012).

These components all help to establish positioning, an essential piece to understand internal and external context. That is to say, where the organization stands in the market place, and to clarify any future marketing messages for any organization.

Cohesive messaging will help communicate this kind of differentiation. An excellent place to start this kind of broad message for an organization is with solid values, vision and mission statements. (Keffer, 2014)


Values Statement: Any Mission and Vision Statements must be supported first by a Values Statement. Values are the foundation of any organization. This statement represents an organization’s core beliefs, which ultimately guide behavior (Joyaux, 2015).

  • What does your organization stand for?

Vision Statement: The Vision Statement states the long-term goal of an organization. This statement will help any organization as they develop their Mission Statement (Keffer, 2014).

  • Where will your organization be in five to ten years?

Mission Statement: This Mission Statement is ideally made up of 25 words or less, and answers three questions;

  • What would your organization like to do?
  • Who does your organization serve?
  • How will your organization impact the community?

An organizational Mission serves to guide the day-to-day activities of an organization. The mission statement is not a tagline, and should ultimately describe the strategy (Pandolfi, 2011). This will facilitate evaluation, an essential activity.

All three of these components make up and communicate the overarching organizational impression or concept that is shared both internally and externally. These statements should be easy to understand and easy to remember for a variety of stakeholders for optimal communication. This is best achieved in a multi-step process and should occur over a time frame of several weeks, and even months through a diverse Development Team representing different backgrounds, tenure and expertise (Keffer, 2014).

Barry, B. W. Strategic Planning Workbook for Nonprofit Organizations. St. Paul, MN: Fieldstone Alliance. (2012). Keffer, S. Rule of Thumb. A Guide to Developing Mission, Vision and Value Statements. USA: WriteLife Publishing, 2014. Joyaux, S. “Values in Your Organization and What They Have to do with Making Money: Part 2.,” Nonprofit Quarterly, September 11, 2015. Pandolfi, F. “How to Create an Effective Non-Profit Mission Statement.” Harvard Business Review, March 14, 2011. https://hbr.org/2011/03/how-nonprofit-misuse-their-mis Retrieved online December 4, 2018

This article or any other promotional material(s) from Woodland Strategies, Inc. is in no way intended to be a comprehensive plan.

Please note all markets, circumstances, and results vary. Any strategic plan or marketing initiatives must follow all State and Federal laws and regulations, accordingly.

Please contact us directly for a complete assessment and plan for your individual organizational needs.

Establish a Risk Management Framework as You Advance Your Mission

Project risks, strategic risks, operational risks…All organizations face risk – no matter the sector or the size. Well-managed organizations should have a complete risk management framework established to identify and manage this inherent facet of doing business in today’s ambitious environment.

Ten Steps to a Successful Strategic Plan

Strategic planning is a significant undertaking. It requires energy, creativity, time and money. Your resources are important and limited. Get what you want! This is what we do at Woodland Strategies. Here are a few tips as you consider your upcoming planning project.

Choosing the Right Consultant

Consultants can provide valuable service and offer an objective perspective to assist organizations and team members in a variety of areas. Woodland Strategies, a business consulting firm in Minneapolis, MN, offers an assortment of consultancy services including Strategic Planning, Marketing Strategy, Development and Fundraising Strategy, and also Leadership Coaching.