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Mission, Vision, and Values: But First, Executive Alignment

Start with Executive Alignment

Vision, mission, and values give a company direction. They describe what a company stands for and what it doesn’t. Solid mission, vision, and values statements give guidelines for a brand’s behavior, help distinguish a company from its peers, and serve as a foundation for the brand’s ultimate personality. Without them, a company is rudderless.

So, when’s the right time to write these statements? Some companies don’t launch before they have a mission, vision, and values. Others develop them when time allows. With COVID-19 changing so many things from the way we show up to what gives us meaning in our work, now is a perfect time to embark on this exercise.

Though timing varies, the most important element in creating your mission, vision, and values is executive alignment. I promise it will be the hardest part of the process, but if you miss it you’ll end up with meaningless fluff. Start with alignment and the wording of the mission and vision almost takes care of itself.

Here are the steps to get you there:

1. Get your executive team on board

Include your executive team from day one. Yes, another project that takes time away from your “real work”. We get it. Mission/vision work doesn’t feel as urgent as launching a new product on time or making this quarter’s sales goal. But the longer you delay, the longer you have to wait for the impact. And if executives don’t take ownership of the project, they won’t have respect for the work that comes out of it.

2. Put it all out in the open: one-on-one interviews

Once you’ve got your executives’ attention, gather feedback from each exec individually. When we work with clients on mission/vision projects, we start by interviewing the key internal players. (If you are doing this project on your own, someone on your team, preferably a neutral player, could handle this step.) Big picture, you want to know where they think the company should go in the future and how it will get there. Again, 2020 has likely thrown a wrench in what you had previously planned for the business.

You also want to gather opinions on the current business and service offerings, market and competition, trends and regulations affecting the market in the short and long term, and current and future target customers.

3. Tackle the big issues and hot topics: executive alignment

Coming out of the interviews, you’ll have a list of statements that cover the kind of future that people in the organization desire for the company, how comfortable they are with change, and where they want to focus first.

For example, in a recent engagement, these were a few of the statements we generated for our client:

  • “We need to change the status quo.”
  • “Our vision should be internally vs. externally focused.”
  • “We’re more comfortable as an ingredient brand than an innovator.”

4. Expect disagreement

If you are like most companies, people won’t always be in agreement. So rather than be frustrated by this, see it as your opportunity to find alignment.

Bring everyone together into one room—even virtually. Remember, people own what they build. Put each statement on a poster with an “agree/disagree” scale and ask individuals to use a post-it to show how they relate to the statement. When everyone is done, it’s time to discuss. (Pro tip: Google Jamboards combined with Zoom are a great way to do this virtually.)

Second, pull out from the interviews the “hot topics”, the issues that are holding the company back. If the team doesn’t address these issues, they’ll destroy the company.

We recently worked with a disability insurer. Their hot topics included things like the following:

  •  “Startups have already moved into term life and car insurance and erased the middleman. How will we prevent this from happening to us?”
  • “We’re in the midst of digitizing the underwriting process. How does this project and that one overlap?”

 5. Follow the Critical Path

Get everything out in the open before you start building a vision and mission. It can be painful and frustrating to hash out these topics but it’s an essential step in the process. You learn where people sit on every important issue and you figure out the hurdles you need to jump over to get to the mission and vision development stage. Only then can you decide together where the company is headed.

Speaking of the critical path, don’t focus on marketing before you have set your vision and mission. People get excited when they hear about a new strategy. They want to get started. We recently worked with a company that lacked a strong, energizing strategy. The marketing department recognized this more than any other part of the organization. They realized that the company was moving in a new direction and was so eager to communicate a new mission and vision that they put something in place before the executive team reached alignment on the mission and vision.

When we talked to the executive team about the mission and vision work we planned to do for the company, though, many felt uncomfortable with the marketing work communicating the new strategy. Misalignment all around.

Alignment Drives Business

Put in the hard work to get everyone around the table aligned on the path you’ll take. Focusing on alignment will pay off in the end. It will save you time, frustration, and energy, and allow you to better focus on what really matters—what will drive your business and brand into the future, with everyone on board.
If you need help building alignment, please reach out.

Emotive Brand is a brand strategy and design agency in Oakland, California

Branding for Internal Alignment

Much has been written about the power of brand and its role in successful businesses. Brands can help a business build relevance and loyalty, but the process of brand building has value in and of itself. One of the most overlooked advantages of the process is how it can create internal alignment along the way.

Uncovering Difficult Truths 

Whether we are creating a new brand or refreshing an existing one, our first step is to gain a deep understanding of its dynamics among both internal and external audiences. We examine the various perspectives that exist within an organization through stakeholder interviews. We then talk to customers, read analysts’ reports, and dive deep into the reality of the product experience. Based on the learnings from this process, we land on a diagnosis.

This research often uncovers previously unknown and difficult truths that need to be faced about a business’s brand. Most of the time, the learnings will give voice to issues that everyone knows but no one has found a way to properly address. Recognizing this misalignment is where the real work begins.

Reconciling Differences 

A crucial part of creating a powerful brand comes from clearly articulating what your company does, how it provides value, and why it should matter (to customers or the world)… Sounds like it should be a pretty simple task, right? If it is easy for you, consider yourself lucky. For the rest of us, the branding process highlights different, opposing perspectives.

As organizations grow and mature, it is natural for groups to become laser-focused on their own unique view of the company. Recently we were working with an international company that creates software for project management and visual collaboration. As we talked with the cofounders, head of marketing, and other key stakeholders, we noticed something wasn’t matching up. We quickly realized that there wasn’t a clear mission statement that employees could point to when asked about their purpose as an organization.

Before moving forward with articulating their positioning in the market, we worked with the CEO to express the company’s mission in a way that would help unify efforts across departments. Despite everyone’s best efforts to do their job and build success for the company, teams were getting caught in our own echo chambers. Sometimes it can be helpful to get an outside perspective.

A well-known case study of a brand with internal misalignment is Uber. In 2016, the ride-hailing company launched a new visual identity that left many users scratching their heads. The new design system had different app icons depending upon whether you were a driver or a passenger. Every city had its own system of colors, patterns, and photographic style. For those of us who were watching from the sidelines, it looked like they were saying nothing by trying to be everything.

In 2017, Uber’s dirty laundry was exposed for all to see. The company was accused of misleading regulators and taking advantage of customers with surge pricing. At the heart of the problem was a culture where mismanagement and competing interests threatened the future of the company. After purging leadership and thoroughly improving their culture, the company signaled its change by introducing the clean, simple, and transit-informed visual system they continue to use to this day.

Alignment Fosters Empathy

Once you are able to identify the different views that contribute to the misalignment, the first result is increased empathy. Maybe executive leadership didn’t understand how the broader organization was resistant to their vision for the future. Maybe product teams felt uncomfortable with claims being promised in-market. Whatever the case may be, this newfound understanding creates an environment where teams can start creating a better path forward together. Empathy proves to be the most effective way to communicate and foster change.

Once teams are on the same page, work like brand positioning, messaging, visual identity, and other programs can come to full fruition. More importantly, aligned teams create a singularly-focused brand that gets expressed consistently on the outside. And the more consistent the brand is externally, the more powerful it becomes.

Emotive Brand is a brand strategy and design agency in Oakland, California.

Photo Credit: https://icons8.com

When Your Values Aren’t Really Values

Beware of Generic Values

In the inboxes and Slack channels at Emotive Brand, there is a video that often gets shared before we embark on a brand video. It’s called “This Is a Generic Brand Video, by Dissolve,” and it’s a hilarious satire of when you try to make your brand stand for everything, it ends up standing for nothing. “Equality, innovation, honesty, and advancement,” the narrator says, in a salt-of-the-earth grumble, “are all words we chose from a list.”

Company values not only shape the external identity of your organization, they act as an internal compass for your current and prospective employees. When done properly, values can be the engine of a thriving work culture, attracting and retaining top talent. On the other hand, when a list of generic, vaguely positive words are selected from a hat, your culture greatly suffers.

If Everyone Is Innovating, No One Is

A research group at MIT conducted a survey of more than 1,000 firms in the Great Places to Work database. Eighty-five percent of the S&P 500 companies have a section—sometimes even two—dedicated to what they call “corporate culture.” Above all else, the most common value is innovation (mentioned by 80% of them), followed by integrity and respect (70%).

“When we try to correlate the frequency and prominence of these values to measures of short and long-term performance,” the study says, “we fail to find any significant correlation. Thus, advertised values do not seem to be very important, possibly because it is easy to claim them, so everybody does.”

So, what does this all add up to? In short, there are two types of values for a company: universal and particular. Both are important in building a thriving company culture, but in terms of what you advertise and how you use these tools, the approaches differ widely.

The Universal and the Particular

Universal values are the table stakes to get a prospective employee in the door. Is there really anyone that doesn’t want to work at a place that values equality, respect, honesty, teamwork, or innovation? How you deliver and bring these values to life is incredibly important, but it’s something that can be elaborated on in an employee handbook, workshop, or leadership training.

At the end of the day, the only place that universal values really need to live is in the actions of your people. Your website is some of the most valuable real estate for your brand. Writing the word “INNOVATION” in all caps is not going to persuade a senior engineer to apply for a job. Do you know what will? Your technology portfolio.

In contrast, particular values are the principles that could only be held by your company. They should be written in a tone and manner that feels authentic to who you are. Here’s how Brian Chesky, Founder and CEO of Airbnb, explained it in a lecture at Stanford.

“Integrity, honesty — those aren’t core values. Those are values that everyone should have. But there has to be like three, five, six things that are unique to you. And you can probably think about this in your own life. What is different about you, that every single other person, if you could only tell them three or four things, that you would want them to know about you?”

So, let’s look at Airbnb and see if it passes the test. Here is the first value from their career page:

Be a Host. Care for others and make them feel like they belong. Encourage others to participate to their fullest. Listen, communicate openly, and set clear expectations.

First of all, notice the language. Being a host, of course, is integral to Airbnb’s platform. It embodies a sense of empathy while, most importantly, being particular to the company. It’s not that no other company in the world could value these things—caring, belonging, encouraging others—it’s that no other company in the world could have written it exactly this way. Think of how easy it would have been for them to just write the word integrity. Instead, they drilled down into the emotive core of their service and discovered something real.

Core Values Act as a Lighthouse

That’s the beautiful thing about well-written, emotive values. Once they are set, they act as a lighthouse for recruiting like-minded people. As Jim Collins writes, “you cannot ‘set’ organizational values, you can only discover them. Executives often ask me, ‘How do we get people to share our core values?’ You don’t. Instead, the task is to find people who are already predisposed to sharing your core values. You must attract and then retain these people and let those who aren’t predisposed to sharing your core values go elsewhere.”

So, next time you sit down to write or refresh your company’s values, please resist the urge to paint with broad strokes. Ask yourself, what do we truly believe in? What do we do better than anyone else? What are the real, grounded ways that we are impacting the world? What changes are we looking to make and how do we want to get there? Paradoxically, the more specific you get, the wider net you’ll cast. Or as James Joyce put it, “In the particular is contained the universal.”

If you’re looking to make your brand values act as a guiding light for recruiting and retaining top talent, contact Founding Partner Tracy Lloyd at [email protected].

Emotive Brand is a brand strategy and design firm in San Francisco.

Brands That Celebrate Beautiful Human Values Enjoy Well-Earned Respect

Steve Fuller of The House agency in Bath, UK kindly told us about this fantastic video about the rewards of giving.

Steve demonstrated generosity by sharing it with us, we are doing the same with you, and now we hope you do it as well with everyone you know and love!

And while you’re doing that, think about how your brand could contribute to the social good by promoting human values in lovely ways like this.

Thanks Steve! Continue reading “Brands That Celebrate Beautiful Human Values Enjoy Well-Earned Respect”