Part 1: Vision

Creating a team vision – A vision creates a meaningful purpose for your team and is proven to be a powerful motivator for team members. The success of the system always starts with a clear team vision. The vision sets the standard for what the team recognise as good customer service.

A vision is a simple, emotionally compelling statement of where you want to be. It should inspire and motivate you, your team or your business towards a higher level of performance. An effective vision ensures activities are focused on what needs to be done in order to achieve your ultimate objective.

In this video, Bill explains the reasons for defining a clear team vision and uses examples from former U.S. President Roosevelt to highlight what makes an inspirational vision. Bill then outlines the 7 steps to creating a collaborate team vision:

1. Pre-meeting tasks: These focus around setting up the meeting and getting all team members to start thinking about what they want a vision to include.
2. Open up the meeting: Clearly state the purpose of the meeting, and encourage participation.
3. Commence idea generation: Go through the brainstorming worksheet with your team, write everybody’s responses down and summarise.
4. Combine ideas: Look at key themes and look for ways to narrow down your vision.
5. Agree on the vision: This may require a poll or further discussion.
6. Document the vision: Display your vision in places where team members will see it.
7. Close the meeting: Don’t forget to thank your team, and draw attention to how much can be accomplished when you work together.

Continuous performance improvement – Creating a team vision

Download the resource document and jot down some notes as you watch the video. Next, read through the ‘Team vision information pack’ listed in the related resources below. You can use this tool and the resource documents attached to it to apply what you have learnt to your own organisation.

Team vision information workbook

Download and read through the ‘Team vision information pack’ listed below. You can use this tool and the resource documents attached to it to apply what you have learnt to your own organisation.