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Strategic Planning and Management Insights

Creating a Company Vision & Values for Remote Work

[fa icon="calendar'] August 18 / by Jason Heckl posted in values, vision, remote work

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As COVID-19 sweeps the globe, along with the reality that many will not be returning to an office anytime soon, people and organizations in various industries are being squeezed into a remote work setting. All of a sudden - after years of speculation, we've been thrust into the future of work.

This post will highlight the importance of a company vision and values for remote work, as well as how to go about creating them.

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What I've Learned About Strategic Planning

[fa icon="calendar'] September 11 / by Jason Heckl posted in strategy, vision

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This May, I moved to Vancouver to join SME Strategy as co-op student. The role was described as a marketing role at a small and growing consulting company, so I was excited by the opportunity. Shortly after arriving, I realized my role would expand to be much more than originally expected. I was eventually tasked with a variety of tasks that fit into the marketing bucket, including one-to-one sales, content creation, email marketing and copywriting. 

As a student arriving straight of college, I had little knowledge of the consulting industry as a whole, let alone its size and scope. SME Strategy specializes in strategic planning, which fits under the management consulting umbrella. There was a lot to learn, and I started at the ground floor. Over the next several months, I would take courses, read about, receive mentorship, listen to coaching calls and sit in on strategic planning sessions to understand the processes involved in strategic planning. By receiving guidance and mentorship from our Managing Partner who’s facilitated strategic planning sessions around the world for businesses, schools, governments and nonprofits, I was able to learn a great deal. This is what I learned:

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Strategic Planning Lessons from Elon Musk

[fa icon="calendar'] July 16 / by Jason Heckl posted in Strategic planning, scenario planning, vision

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An immigrant from South Africa, Elon Musk is an inventor, entrepreneur, investor and multi-billionaire. After dropping out of a Stanford PhD program, Musk went on to create and sell his first technology company to Compaq Computer Co. for over $300 million (USD). After that, he and his brother created what we know today as PayPal, before selling to eBay for $1.5 billion in stock. Finally, he had the funds to start a private space exploration company called SpaceX, as well as an electric vehicle company called Tesla shortly after. Along with having an involvement in other companies such as Solar City, Neuralink, and the Boring Company, Musk’s success has amassed him a net worth or over $19 billion.

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Crafting Your Vision Statement: How to Steer Your Organization Towards the Future You Want

[fa icon="calendar'] January 06 / by Anthony Taylor posted in Strategic planning, education, vision

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When developing a strategic plan, we break it down into 6 areas: Vision, Mission, Strategic Priorities,  Objectives, Measurable Goals and Tactics . A strong strategic plan is developed in this order, starting with the vision. Developing your organization's vision is so much more than jotting down a few quick lines and calling that a vision statement.

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Vision Statement: Here's why you need more than that

[fa icon="calendar'] June 05 / by Anthony Taylor posted in Strategic planning, alignment, vision

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Business_VisionImage from public domain

If you searched for vision statement examples and then came to this article to figure out if you need one, I invite you to consider that what you need is much more than just a vision statement. I believe that you instead want a clear picture of the future that your team can get behind so they know where they are going and how to get there. 

We could make an exhaustive list of great sounding examples of vision statements that you could look at and then try to squish the future you want into this tiny box that sounds good.


You could create a vision that inspires you, inspires your people, and gives them a clear path on how to move forward.

Which option do you prefer?

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