Refresh Organizational Vision, Mission, and Values to Improve Business Performance

Don’t assume that your vision, mission, and values are still relevant.

Your Challenge

  • HR leaders commonly see the need to update the organization’s vision, mission, and values, but fail to obtain executive buy-in; if the executive leadership team does not support the vision, mission, and values refresh, it is a pointless exercise.
  • Vision, mission, and values refresh projects are often plagued with poor communication; employees are left in the dark.
  • The refresh project will be ineffective unless employees align themselves with the vision, mission, and values.

Our Advice

Critical Insight

  • Have each member of the executive leadership team complete a SWOT analysis for his or her individual area of responsibility. Use these insights to set an appropriate direction for the vision.
  • Employees tend to remember vision and values, but they have a hard time remembering the mission statements; if you have a very clear, well-articulated vision, you may not need to have a mission statement.
  • While the vision refresh is a top-down process, the values refresh should be a bottom-up process.

Impact and Result

  • Use this solution set to gain insight and advice on how to drive an effective vision, mission, and values refresh.
  • Create and present an effective business case to convince the executive leadership team to lead the refresh initiative.
  • Communicate effectively by identifying the power and interest of relevant stakeholders and using this information to inform the frequency, content, and method of communications.
  • Once the vision, mission, and values have been refreshed, launch an implementation plan to align the entire organization.


  • Christina Giannone, Manager, Human Resources, Healthcare Insurance Reciprocal of Canada (HIROC)
  • Danielle Mandell, Chief Human Resources Officer, The Canadian Youth Business Foundation
  • Dr. David Vik, Founder, The Culture Secret
  • Dr. Irwin Jankovic, Strategic Program Manager, Metropolitan Water District of Southern California
  • Rick Maurer, President & CEO, Maurer & Associates
  • Vivien Winneke, Vice President, Human Resources, Falken Tire

Get the Complete Storyboard

See how all the steps you need to take come together, with tools and advice to help with each task on your list.

Download Now

Get to Action

  1. Refresh organizational vision, mission, and values

    Improve business performance.

  2. Make the case for a refresh project

    Obtain commitment for the project from key stakeholders.

  3. Prepare for the vision, mission, and values refresh

    Identify stakeholders that are relevant to the refresh project.

  4. Refresh the vision

    Initiate a vision refresh meeting.

  5. Refresh the mission

    Determine if the existing mission aligns with the vision.

  6. Refresh the values

    Assess the alignment between the current values and the mission/vision.

  7. Implement the vision, mission, and values

    Communicate the refreshed vision, mission, and values with all employees.

Guided Implementation Icon Talk to an Analyst

Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.

  • Book an Analyst Call on this topic. You can start as early as tomorrow morning. Our analysts will explain the process in your first call.
  • Get advice from a subject matter expert. Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and setting the direction for your next project step.

Schedule Your First Call

Hide Details

Search Code: 73722
Published: November 12, 2013
Last Revised: November 12, 2013

GET HELP Contact Us
VL Methodology