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Workshop Framework

Setting Direction and Vision

This is a practical session for leaders who need to give their team a clear sense of why and where. Many teams work hard with no real direction, or chase a vision nobody can remember. They work on their own real team throughout, and leave with a direction they can share on Monday.

120 minutes
6-12 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

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What You'll Achieve with the Setting Direction and Vision Workshop

Real outcomes that transform your team

1

Leaders leave with a clear, actionable vision for their team.

2

Teams gain a shared understanding of their direction and purpose.

3

Increased motivation and alignment among team members.

When to Use the Setting Direction and Vision Workshop

Perfect for these situations and team challenges

When a team leader needs to clarify their team's vision after a merger.

For new managers setting a direction for the first time.

How the Setting Direction and Vision Workshop Works

A step-by-step breakdown of the workshop process

1Step 1: Check-in

In this initial step, leaders reflect on their team's current direction by sharing insights on how clear their team's heading is, which helps identify areas of improvement.

2Step 2: Why direction drifts

Leaders explore common pitfalls in team direction, such as lack of clarity or fear-based visions, and identify which failure their team aligns with the most.

3Step 3: The positive core

Leaders focus on the strengths of their teams by recalling moments when their team excelled, extracting specific strengths to form the foundation of their future direction.

4Step 4: The future picture

Participants create a vivid, concrete depiction of their team's future, using their strengths to envision what success looks like in two to three years.

Key Topics Covered in the Setting Direction and Vision Workshop

team directionleadership visionworkshop for leaderssetting directionteam managementvision buildingteam objectives

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4

Concrete steps to integrate vision into daily operations.

When a team struggles with motivation due to unclear goals.

For consultants helping organizations improve team alignment.

When leaders need to pivot strategy after a major shift in the market.

Team Problems the Setting Direction and Vision Workshop Solves

Say goodbye to these common team challenges

Lack of clarity and direction among team members.

Teams working towards forgotten or vague visions.

Motivation issues stemming from unclear objectives.

Difficulty in articulating a compelling purpose for the team's work.

5Step 5: The why

In this step, leaders articulate the purpose behind their team's work, answering why it matters and who benefits from their existence, refining it into a single line.

6Step 6: The direction line, and making it real

Leaders summarize their direction into a concise line that is easily repeatable, connecting it to actionable steps that impact their team's daily work.

7Step 7: Check-out

The workshop concludes with leaders sharing their direction lines and discussing how they will communicate them to their teams, ensuring engagement and ongoing reinforcement.

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