My prior experience is in the luxury event industry, where I became a thought-leader on business and branding, and later co-founded Pursue Whole with my husband, Andy, as a movement to inspire and equip leaders to pursue a meaningful and connected vision for their life, leadership, and relationships.
I believe business leaders have the incredible opportunity to provide meaningful impact on the world through their talents, passions, and leadership.
Every great venture starts with a visionary who is able to see how things should be, and doesn't settle for how they are. But in the noise of the day-to-day operations, putting out fires, and managing a team, sometimes the original vision and mission gets convoluted and vision starts to drift.
You can't execute on resolving a problem in a compelling way without clarity, direction, and intention around why your venture exists in the first place. Whether you are beginning a new initiative or needing to revisit the core of a longstanding one, clarity is a leadership superpower that can't be replaced. Don't let your mission drift - establish a clear direction so you can communicate and inspire your movement to execute on that purpose every day.
simple step process
To Craft Clear Mission, Vision, and Values That Draw Others into a Compelling Story
5
We will meet in person or virtually to discover your needs. I'll listen to the hurdles you're facing regarding clarity and direction and ask for an overview of your company's story (where you've been, where you are, and where you are headed). We'll establish if revising your company's Vision, Mission, and Value Statements is an essential next step, and I'll provide an overview of my process.
We'll begin with a detailed Questionnaire that asks for information about you and your organization. It includes a broad spectrum of questions about your passions, services, the demographics of your favorite customers, and beyond. I'll also ask for any existing company collateral (websites, pitch decks, social media channels, etc.) to understand the current company message. This step can be completed independently in your own time or via an interview-style meeting in which I will fill in the questionnaire on your behalf.
After reviewing existing company collateral, assessing your competitors, and reviewing the detailed questionnaire form, I will draft four sets of statements for your company: Mission, Vision, Values, and 3 Uniques.
We'll review together and make adjustments for 2-3 drafts until they perfectly summarize the heart/intention of your venture.
After a maximum of 3 drafts, we'll finalize your company's statements into concise and compelling language that readily articulates the direction and vision for your endeavor. These statements are the foundation for all departments: sales, marketing, hiring/building a team, and should serve as the foundational backbone for making everyday company decisions. This process typically takes 30 days to complete depending on the response time of the client.
Once the final draft is approved, I will have custom art files created that display your company's statements, becoming a new company asset.
At Pursue Whole, we use this document to readily share our company's direction with our internal team and frame it on the walls of our office for display as a compelling promise to our customers.
"Working with Charity was incredibly valuable to our business. She was able to help us develop & articulate the values & mission that will be foundational to our business. We now have a vision and standard that we can measure all decisions against & that separates us from our competitors. It was a smooth, thought provoking, rewarding process & I would recommend it for any business who wants to develop clear direction."