STEPS IN

FORMULATING A VISION
Reported by:
ERLINDA R. PONDEVIDA
MAED-Educational
Management

STEPS IN FORMULATING A VISION

Step 1: RESPOND TO THE FOCUS QUESTIONS
Step 2: FACILITATE UNDERSTANDING AND
AGREEMENT ON THE VISION ELEMENTS
Step 3: CLUSTER AND TITLE COMMON VISION
ELEMENTS
Step 4: CONSIDER THE STAKEHOLDERS
PERCEPTION
Step 5: RECLUSTER AND TITLE VISION ELEMENTS
Step 6: WRITE THE VISION ELEMENTS IN A
NARRATIVE
Step 7: UPDATE THE STATEMENT

STEPS IN FORMULATING A MISSION

Step 1: USING THE TOP PROCESS, RESPOND
TO THE FOLLOWING QUESTIONS:
Steps 2: FACILITATE UNDERSTANDING AND
AGREEMENT ON THE MISSION ELEMENTS
Step 3: CLUSTER COMMON MISSION
ELEMENTS
Step 4: TITLE CLUSTERED MISSION ELEMENTS
Step 5: WRITE THE MISSION ELEMENTS IN A
NARRATIVE
Step 6: VALIDATE THE STATEMENT

TEST TO CHECK THE ALIGNMENT OF THE

VISION AND MISSION

Step 1: IDENTIFY ELEMENTS OF YOUR

VISION
Step 2: IDENTIFY ELEMENTS OF YOUR
VISION
Step 3: CHECK FOR CONSISTENCY

STEPS IN FORMULATING A VISION

Step 1: RESPOND TO THE FOCUS QUESTIONS
1.What does the division look like six years from
now?
2.Where are the stakeholders of the Division we
have created (six year from now?)
3.What is the unique contribution of the Division to
the province?
4.How does the Division handle good time?
5.What is the role of the Division in the community?
6.In what ways is the Division a great place to work
with?

Step 2: FACILITATE
UNDERSTANDING AND
AGREEMENT ON THE
VISION ELEMENTS
Come up with an
understanding and
agreement on the ideas
written on the metacards.

Step 3: CLUSTER AND TITLE COMMON VISION ELEMENTS

Group common responses

together and title the
vision elements.
Ensure that the title
captures the essence of
the clustered metacards.

Step 4: CONSIDER THE

STAKEHOLDERS PERCEPTION
As we are moving towards coming up with a
shared vision, it maybe wise to consider the
stake holders vision for the division office.
Open the brown envelops, coming from the
district offices, marked Stakeholders
Perception-Division Vision Elements. This
envelop contains the perceived vision
integrate stakeholders.
Integrate stakeholders perceptions with the
DPCs own vision elements.

Step 5: RECLUSTER AND TITLE

VISION ELEMENTS

After considering the

stakeholders perception and
that of the committee, the
DPC may wish to recluster
and re-title vision elements.

Step 6: WRITE THE VISION

ELEMENTS IN A NARRATIVE

The DPC may decide to from a

styling committee to write the
identified vision elements into a
statement.
The vision statement should be
written in the present tense.

Step 7: UPDATE THE STATEMENT

Review the statement for validity and
completeness.
Ensure that the styling committee
has vision elements identified by the
group.
It maybe necessary to present the
output to stakeholders for validation
through consultation at the end of
this phase.

STEPS IN FORMULATING A
MISSION
Step 1: USING THE TOP PROCESS,
RESPOND TO THE FOLLOWING
QUESTIONS:

What is our purpose?

What are our services/products?
Who are our primary clients?
Who sets us apart from other
organizations/division?
What are our core competencies?

Steps 2: FACILITATE
UNDERSTANDING AND
AGREEMENT ON THE MISSION
ELEMENTS

Seek group understanding and

agreement on the ideas written
on the metacard.
Step 3: CLUSTER COMMON
MISSION ELEMENTS

Step 4: TITLE CLUSTERED

MISSION ELEMENTS

Thereafter, name the

cluster. Be sure that the
name captures the
essence of the cluster.

Step 5: WRITE THE MISSION

ELEMENTS IN A NARRATIV

The division may decide

to
form
a
styling
committee to write the
mission elements into the
mission statement.

Step 6: VALIDATE THE

STATEMENT
Review the statements for
validity and completeness.
Ensure that the styling
committee captures the
output to division
stakeholders for validation
at the end of this phase.

TEST TO CHECK THE ALIGNMENT

OF THE VISION AND MISSION

Step 1: IDENTIFY ELEMENTS

OF YOUR VISION
Using the validated vision
statement, underline the
critical words and phrases of
the vision statement. Number
each element.

1. (Name of the Division) is an educational

institution
2. Developing and producing well rounded,
3. God-fearing
4. Value oriented
5. Environment friendly
6. Nationalistic
7. Individuals who are responsive to the needs
of the community

Step 2: IDENTIFY ELEMENTS OF YOUR

VISION

Using validated mission statement,

underline the critical words and
phrases of the statement
To provide unlimited access to the
quality relevant education through
the curriculum for the youths total
intellectual,
emotional,
psychological, moral, spiritual and
environmental awareness through a
cadre of highly competent teachers

Step 3: CHECK FOR

CONSISTENCY
Check the alignment for the
vision and mission statements.
Match the mission and vision
elements.
The numbers reflected in the
demonstration examples are the
assigned numbers of the vision
elements.

VISION STATEMENT
CHECKLIST
In testing the formulated vision the
following questions must be
answered with YES or NO.

1. Does the vision statement capture

the fundamental beliefs and values
of the division?
2. Was the styling committee able to
capture
the
vision
elements
identified during the workshop in
the statement?

3. Does the vision provide a clear

direction for the division?
4. Is the vision written in the
present tense?
5. Is the vision written as an
end and not as a process?
6. Is
the
vision
statement
inspiring and challenging?

7. Is the vision statement brief

enough to be memorable?
8. Does the vision statement give
meaning to what we are doing?
9.Does the vision statement capture
our imagination; encourage our
spirits and inspire our performance
as members?

MISSION STATEMENT
CHECKLIST
In testing the formulated mission the
following questions must be answered
with YES or NO.
1. What was the styling committee able to
capture the mission elements indentified
during the workshop in the statement?
2. Does the mission statement reflect the
fundamental beliefs and values of your
division?

4. Is the mission statement

aligned to the vision?
5. Does the mission statement
clearly state what business
you are in?
6. Is the mission statement
broad enough that all staff
in the division can see how
they can contribute?

7. Does the mission statement

answer what and for whom
we do what we do?
8. Does the mission statement
convey the unique qualities
of the division?

Thank You!