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Gate 1: Create a Vision?

Topic Definitions #

Crafting a Compelling Project Vision #

Horizons of Strategy and Planning #

Create a Vision. Horizons of Strategy and Planning

To Create a Vision, it is Necessary to Create a Strategic Management System for an Organization or Business #

Create a Vision Strategic Management System of Organization or Business

Strategic Modalities #

Mission

Explains why the project / business exists. It provides a clear direction for decision-making and reflects current realities. Unlike short-term strategies, a mission follows a long-term visionary approach without strict time limitations, making it valuable for both internal and external communication.

Vision

Fixes an idea of the future of the project / business. It serves as a roadmap for shaping strategy and responding to evolving circumstances. Designed with specific timeframes, it primarily supports internal objectives. However, strong vision statements also resonate effectively with external audiences.

Strategy

A strategy turns vision into reality. It consists of a carefully structured plan that exceeds costs while delivering maximum value. Strategies require continuous refinement, customer insights, and industry changes. Unlike a vision, which provides direction, a strategy focuses on execution.

Create a Vision: A Combination of Business Goals, Strategies, and Project Goals and Strategies #

Picture of Business Goals and Strategies

Business Goals and Strategies

  • Business goals and strategies define an organization's overall direction, forming the foundation for growth.
  • Business goals represent the organization's ultimate ambitions.
    Strategies serve as structured pathways that guide the organization toward achieving these goals.
    Each project contributes to this broader framework by aligning with organizational objectives and strategies.
Picture of Project-level Goals (Goal Catalog)

Project-level Goals (Goal Catalog)

  • The middle level includes then catalog of project-level goals. It outlines the specific objectives to be achieved within individual projects. These project objectives are tailored to each project in a way that effectively contributes to the achievement of business goals.
  • Project goals are derived from broader organizational objectives and strategies. Each project is created with an understanding of how it should contribute to the overall goals of the organization.
  • Picture of New Project-specific Goals

    New Project-specific Goals

    • At the bottom level , there are new goals specific to each project. These goals are positively focused on achieving concrete results and completing tasks within a specific project. Their purpose is to actively support the achievement of project-level goals, which, in turn, help drive the organization’s goals and strategies.These goals also foster innovation and continuous improvement, ensuring that each project delivers measurable value to the organization.
    Picture of Project Milestones

    Project Milestones

  • Project milestones are essential checkpoints and achievements that help track positive progress and ensure alignment with the project’s broader goals. Milestones serve not just as tasks but, rather, as critical events and accomplishments that signal a project’s advancement. They are carefully derived from specific goals and effectively measure each step of the project’s progress.
  • There are two main types of goals. Let’s consider them with a hypothetical example #

    How Project Milestones are Formed #

    Picture of 1.From Project-specific Goals:

    1.From Project-specific Goals:

    • Once the project-specific goals are clearly established, these goals are thoughtfully broken down into actionable tasks and phases. Each task is then mapped to specific milestones, which mark important points where key deliverables and positive results can be achieved. This process ensures that the project moves forward in an organized and measurable way.
    Picture of 2.Tracking Progress:

    2.Tracking Progress:

  • Milestones provide measurable indicators of progress. They give project teams and stakeholders a clear view of whether the project is advancing as planned. If a milestone is missed, adjustments can be made promptly to keep the project on track.
    Regular milestone reviews help identify potential risk early, allowing teams to proactively address challenges before they escalate.
  • Picture of 4.Examples of key milestones include:

    4.Examples of key milestones include:

  • Completion of a critical phase (e.g., design phase, development phase).
  • Approval of key deliverables (e.g., a prototype, a feasibility study).
  • Achieving specific performance indicators (e.g., reaching a certain number of users or sales).
  • Regulatory approvals or completion of testing stages.
  • Today's Challenges #

    Market Challenge

    involves competition, shortages of supply, changes in consumer behaviour, demographics and psychographics, socio-cultural factors.

    Project Challenge

    involves the solution to be designed, developed and delivered to solve a problem or address an opportunity within a given project.

    Adopt Challenge

    It involves the importance of the human aspect of change, considers their need for support, and ensures a positive impact on all participants

    The Mountain of Tomorrow - Brainstorming of the Mission, Vision and Strategy of the Project #

    miro.com

    Conclusion #

    READY TO PRACTICE?
    Create a Vision Create a Mission, Vision and Strategy for your project right now!
    Now that you’ve learned the fundamentals of mission, vision, and strategy, it’s time to apply them. Use our interactive tools to create a structured plan for your project!
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    Updated on 27.11.2025