Vision Statement

  • Business Vision Worksheet

    (Copyright Curtis Harren, CEOcopilot, 2018. All rights reserved.)
    Every business has a vision to become something. Sometimes this is clear, sometimes it's not. However, it's is one of the essential anchors that helps a business take flight by helping everyone involved know where the business is going and how it will get there, what it will be like when it gets there and how they will be part of it. For each question below, have every key stakeholder complete the question/statement to gain VERBIAGE, OPINIONS and IDEAS to create an inspiring, collaborative vision for the entire business.
  • 1. As a business, what are the top three qualities you are known for?

  • 2. What Size of would you like to see the business grow to and stay at?

  • 3. How would you like to see the Leadership Team operate together?

    (be descriptive, this is for you to know what you want to experience and how you want others to interact)
  • 4. What are the top three characteristics that best describe your BEST clients?

  • 5. What are the top three characteristics that best describe your BEST employees?

    (if you don't currently have any, describe as best you can, what you desire to have)
  • 6. What are the top three you wish your employees would do more of?

    (if you don't currently have any, describe as best you can, what you desire to have)
  • 7. What are the top three VALUES you want your employees to believe in?

    (if you don't know what they are ... Identify your Core Brand Values here: http://ceocopilot.com/brand-values/)
  • 8. How do you want clients to respond to "I just experienced your service and I felt..."

  • 9. How many clients would you like to see ....?

    (if you don't know, say so)
  • 10. How does your business celebrate successes?

  • 11. In what ways does your business give back to the Community?

    (if it doesn't, no judgement, this is for those that do and it's very important to them to include this in their vision)
  • 12. What is the overall Sales Dollar Amount that would make you feel like an incredible Success?

  • 13. (Bonus/Optional). If you were to be interviewed by a journalist because what you do has made the news. Write a short paragraph about what you would ideally like to read.