Discover who you are, where you are going, and how you are going to get there, the foundation for developing remarkable business systems!

Mission, Values, Vision:
Let others know of your passion, beliefs, and long-term goals.

The 10-Step Organization Blueprint provides the foundation for building highly-effective business systems and processes. It begins with a few easy steps to define your company's mission, vision, strategy and goals.

  • Create a Mission Statement (Why do you exist?)
  • Write a Values Statement (What are your core values?)
  • Prepare a Vision Statement (Where do you want to be in five years, and beyond?)

 Mission, Values, Vision Statements


Voice of the Customer: Create loyal customers by knowing and providing exactly what they want from you.

The more you know what your target customer is like and what they want, the better you can develop products and services (systems) that are so compelling they would not consider buying from anyone else. In your business, what is the Voice of the Customer telling you?

  • Discover and profile both your primary and secondary customers.
  • Define exactly what your products, services and business systems must do to meet the four demands of every customer.

Voice of the Customer


Voice of the Employee: Find out what you need to do to retain your most valuable employees.

Employees are like customers, with desires and expectations. Find out what is most important to them in the workplace, and the things you must do to retain top people.

  • Use the Employee Survey tool (not shown below) to create and print your own survey for finding out the most desired workplace characteristics among managers and staff (two survey templates).
  • Score the survey results and get an instant view of what your people value and hope your company will provide (shown below).
  • Use the Employee Survey tool to gather any kind of customized information or feedback from employees.

Employee Survey Tool


S.W.O.T. Analysis: Exploit your strengths and opportunities for maximum growth and profit.

"Know Thyself," admonished early Greek philosophers. The S.W.O.T. Analysis was developed at the Standford Research Institute in the early 1960s and continues to give business owners a quick snapshot of their unique opportunities and challenges. With the S.W.O.T. Analysis you can determine the following:

  • Strengths: characteristics of your business that give it an advantage over others
  • Weaknesses: characteristics that place your business at a disadvantage relative to others
  • Opportunities: elements that your the business could exploit to its advantage
  • Threats: elements in the environment that could cause trouble for your business

SWOT Analysis


Marketing and Business Strategy: Create a game-plan that will set you apart in your target market.

Business strategies are the unique ways in which your business responds to the voice of its shareholders, customers and employees. They are carefully devised plans to leverage a company’s strengths and exploit opportunities. With the Strategy Tool you can:

  • Develop three critical components of your marketing strategy: ideal/target customer, value proposition, and unique selling proposition (USP).
  • Define your business strategy as it pertains to four important areas: financial strategies, customer strategies, internal processess strategies, and employee learning and growth strategies.

Business Strategy


Balanced Scorecard Goals: Convert you mission, vision and strategy into actionable goals that drive success.

The Balanced Scorecard was introduced by the Harvard Business School in 1991. This tool enables organization leaders to convert mission, values, vision and strategy into specific and measurable company goals, with action plans to achieve those goals. Company objectives are set within the following four perspectives:

  • Financial Perspective - How can we increase growth, profitability, cash flow, return on investment, and mitigation of risk?
  • Customer Perspective - How can we create product value, market differentiation, and customer loyalty?
  • Internal Processes Perspective - How can we improve our business systems and processes to achieve operational excellence?
  • Learning and Growth Perspective - How can we create a culture of continuous learning and innovation, and the personal growth and retention of valued people?

Balanced Scorecard Tool