Microsoft Word - 3 Develop a Shared Vision Mission and Goals

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3‐DEVELOPASHAREDVISION,MISSION,AND

GOALS

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Whenorganizationsorindividualsdecidetojoinforcesandworkasapartnership,theydosowitha

purposeinmind.Whiletheindividualpartnersmaybemotivatedbydifferentunderlyingreasons,to

besuccessfultheyshouldallhaveacollectiveunderstandingofwhythepartnershipisbeingformed

andthescopeofworkthatwillbeundertaken.

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Determiningasharedvisionandmissionstatementcanhelpyourpartnershipreachthiscollective

understandingandprovideafoundationforesta blishinggoalsandobjectives,strategies,andaction

plans.Yourpartnership’svisionandmissionstatementsalsoletotherindividualsandorganizations

understandwhatthepartnershipisaboutandwhatitwantstoaccomplish.Goalsandobjectives,

partnershipagreements,andotherplanningactivitiescanalsobeusedinevaluationeffortstocapture

progressandidentifyareasforimprovementovertime(seeSection6:EvaluateYourWorkTogether).

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Thissectionfocusesonexamplesofconceptsandtoolstohelpyourpartnershipreachthiscollective

understanding;startingwiththebigpicturebydevelopingvisionandmissionstatements,thenmoving

tomorespecificgoals,objectives,andactionplans:

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 Avisioniswhatyourpartnershiphopetoseeinthefutureoroverthelong‐term.

 Amissioniswhatyourpartnershipplansondoinginthenext1to5yearsasitmovestowardits

vision.

 Goalsaretheprioritiesyourpartnershipwilladdressandthebroadoutcomesitsetoutto

accomplish.

 Objectivesarespecific,measurableresultsthatyourpartnershipwillsetouttoachievetohelp

meetitslargergoals.

 Anactionplanlaysoutwhowilldowhatandwhenincarryingoutyourpartnership’s

objectives.

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Whiletheinformationinthissectionispresentedasaseriesofsteps,itisnotnecessarytofollowthis

orderoruseeverytool.Everypartnershipisuniqueandonlyyourpartnershipcandecidewhichtopics

andtoolsareappropriateandhelpful.

You’vegottohaveacommonvision.Eachoftheplayersoughttobeabletoseethemselvesinthe

commonvision…Ifthiscommonvisionisworthyandeverybodydoeshaveapieceinit,Ithinkyou

standthechanceofsuccess.…Youneedtobepreparedtoadaptwhereyouneedto,butyoucan't

forgetwhatthecommonvisionis.–AsphaltPartner

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

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Section3Contents Page#

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3.1:DeterminethePartnershipVision

Tool3‐A:DetermineaVisionStatement

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3.2:DevelopaPartnershipMission

Tool3‐B:DevelopaMissionStatement

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3.3:DevelopPartnershipGoalsandObjectives

Tool3‐C:DefinetheIssueChecklist

Tool3‐D:MaptheIssuetoSetGoals

Tool3‐E:SMARTObjectiveTemplate

Tool3‐F:SWOTAnalysistoRefineGoalsandObjectives

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3.4:ActionPlantoMeetGoalsandObjectives

Tool3‐G:TheFour“R”s:Resources,Relationships,Roles,andResponsibilities

Tool3‐H:CreateanActionPlan

Tool3‐I:ActionPlanWorksheet

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3.5:CreateaPartnershipAgreement

Tool3‐J:PartnershipAgreementOutlineandSteps

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3.1DETERMINETHEPARTNERSHIPVISION

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Apartnership’svisionisadescriptionoftheidealfuturethatitwillworktoachieveovertimeand

providesbothguidanceandinspirationtothegroup.Itencompasseshowthingswouldlookifthe

issuesorproblemsthatbroughtthepartnerstogetherweresuccessfullyaddressed.Successful

partnershipshavea

sharedvision.

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Whendevelopingyourpartnership’svisionstatementmakesureitis:

 Understoodandsharedbyallpartners

 Broadenoughtoincludeavarietyofperspectives

 Inspiringandupliftingtoeveryoneinvolved

 Conciseandeasytocommunicate;oftenjustafewwordsorashortphrase

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Anexampleofavisionstatementmightbe:“Nodeathsorinjuriesduetofallsonconstructionsites.”

AnotheristheshorterandsimpleroneusedbytheSafeBuildAllianceinthePortland,ORarea:

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Zeroincidentsthroughcollaboration.

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Itisalsoimportanttoconsiderthelandscapeofyourindustry(e.g.,size,economichealth,structure,

etc.)andtheissue(s)thatinitiallybroughtyourpartnershiptogetherwhendevelopingthevision

statement.

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Thefollowingtoolisdesignedtohelpyourpartnershipthinkthroughtheseandotherconsiderationsas

itdevelopsasharedvisionstatement.

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www.cpwr.com

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐A:DETERMINEAVISIONSTATEMENT

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Instructions:

1. Thefollowingarepossiblequestionstoguideyourpartnership’svisionstatementdiscussion.You

candiscussthequestionswiththepartnershipasawholeoryoumaywanttobreakoutintosmall

groupsfirstandthenreportback.Useaflipchartorwhiteboardtokeeptrackofresponsesand

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questionsthatareraised.

2. Basedonthegroup’sresponses,askthepartnerstodescribeinonesentencewhatthe

partnership’svisionshouldbe.Keeptrackofthesuggestedstatementsontheflipchartor

whiteboard.

3. Asagroup,revisethesuggestedvisionstatementsuntilyouhaveonestatement

thatreflectsthe

group’sideas.Checkthestatementagainstthecriterialistedearlier–isitunderstoodandshared

byallpartners?Sufficientlybroad?Inspiringanduplifting?Conciseandeasytocommunicate?

Tip:Considersettingaside timeattwoseparatemeetingsinorderforallofthepartnerstohavean

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opportunitytoreflectonandrefinethevision.

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VisionStatementDiscussionQuestions(note:youdonothavetouseallofthequestions;usethosethat

willhelpgetthediscussionstarted):

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1. Whatdoyouthinkshouldbethemainpurposeofthispartnership?

2. Whatisimportanttoyourstakeholders?(Note:Youmayhaveenoughstakeholderrepresentation

inyourpartnershiptoanswerthis,oryoumaywanttoreachouttotheindustry/communityvia

interviews,focusgroups,orformalor

informalsurveysandconversationstogetabetterpicture.)

3. Whatwouldyouliketoseechange?

4. Whatkindofindustryorenvironmentdoyouwanttocreate?

5. Whatdoyouseeasthemajorissue(s)orproblem(s)facingtheindustry?

6. Whatdoyouseeastheindustry'smajorstrengthsandassets?

7. Howcouldtheissue(s)orproblem(s)beaddressed?Howcouldtheindustry’sstrengthsandassets

help?

8. Whatwouldsuccesslooklike?

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Inafewwordsorabriefsentence,writeadraftoftheoverallvisionofyourpartnershipbelow.

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TheVisionofthePartnershipis

___________________________________________________________________________

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___________________________________________________________________________

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[Adaptedfrom:TheCommunityToolBox.(2013).DevelopingaStrategicPlanandOrganizationalStructure,Chapter8,

Section2,http://ctb.ku.edu/en/tablecontents/sub_section_main_1086.aspx.]

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

ECTION

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EVELOPA

HARED

ISION

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ISSION AND

OALS

Diddevelopingavisionstatementmakeyouthinkmoreaboutwhoisatthetableon

thisissue?Beforemovingforwardwiththepartnership’smission,goals,andobjectives,

itmaybeagoodtimetoreflectasagrouponwhetherthereareanyotherstakeholders

toinvitetothepartnership

(seeSection1:IdentifyandInvolveKeyr2pPartners).

Woulditbehelpfultofirstgatherinformationthroughsurveysorfocusgroupswith

partnerorganizations,thetargetaudiences,orotherstakeholdersnotyetrepresentedinthe

partnershipbeforemovingforward?Takingtimetoclearlyarticulatethevisionstatementandthe

stakeholderparticipationneededtoachievethisvisionatthisearlystagewillleadtogreater

partnershipsuccess,betterutilizationofresources,andthegreatestpotentialforindustryimpact.

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Indiscussingthevisionstatement,howdidyourpartnership’sdecision‐makingprocess

work?Ifyoufeellikethepartnershipcouldbenefitfrom

modifyinghowitmakes

importantdecisionsseeSection4.3:DetermineDecision‐MakingApproachesfor

ideas.

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www.cpwr.com

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SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3.2DEVELOPAPARTNERSHIPMISSION

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Aftercomingupwithavision,thenextstepistodevelopamissionstatement.Themissionshould

broadlyandsuccinctlydefinethe“who,what,how,andwhy”ofyourpartnership.

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Makesureyourpartnership’smissionstatementis:

 Concise,generallygettingthepointacrossinthreesentencesorless

 Outcome‐oriented,explainingthefundamentaloutcomesyourpartnershipisworkingto

achieve,butusuallyoverashortertimeframethanthevisionstatement

 Inclusive,withbroadstatementsaboutyourpartnership'skeygoals

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Anexampleofamissionstatementmightbe:“Todecreasethenumberofinjuriesandfatalitiesrelated

tofallsintheconstructionindustrybyengagingemployersandemployeesinidentifyinghazardsand

solutions,andprovidingemployersandworkerswithaccesstocurrentsafetyandhealthinformation

andbestpractices.”

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AnotherisSafeBuildAlliance’sshorterandsimplermissionstatement:

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Providesupportforandencouragehighlycollaborativeandinnovativeculturestoachieveincident‐free

workplaces.



Tool3‐Bisdesignedtohelpyourpartnershipcollectivelydevelopitsmissionstatement.







www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐B:DEVELOPAMISSIONSTATEMENT



Instructions:

1. Discussthefollowingquestionsasagrouporbreakoutintosmallgroupsfirstandthen

reportback.Useaflipchartorwhiteboardtokeeptrackofresponsesandquestions

thatareraised.

2. Basedonyourpartnership’svisionstatementandresponsestothediscussionquestions,

askthepartnerstosuggestinthreesentencesorlesswhatitsmissionshouldbe.Keep

trackofthepartner’ssuggestionsonaflipchartorwhiteboard.

3. Asagroup,editthesuggestedmissionstatementsuntilyouhaveonethatreflectsallof

thepartners’input.Checkthestatementagainstthecriterialistedearlier–isitconcise,

outcome‐oriented,andinclusive?

Tip:Considersettingasidetimeattwoseparatemeetingsinorderforpartnerstohavean

opportunitytoreflectonandrefinethemissionandensurethatallhaveinput.



MissionStatementDiscussionQuestions:

1. Whatcanourpartnershipdo–whatdowewanttoachieve?

2. Howcanwedoit?

3. Whomdowedoitfor?

4. Whatvaluearewebringing?



Inthreesentencesorless,writeadraftoftheoverallmissionofyourpartnershipbelow.



TheMissionofthePartnershipisto

_________________________________________________________________________________



[Adaptedfrom:Forbes.(2013).Answer4QuestionstoGetaGreatMissionStatement,

http://www.forbes.com/sites/patrickhull/2013/01/10/answer‐4‐questions‐to‐get‐a‐great‐mission‐statement/.]



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3.3DEVELOPPARTNERSHIPGOALSANDOBJECTIVES

Reachingconsensusonthevisionandmissionhelpsapartnershipfurtherdefineitscommonconcerns,

goals,andobjectives.Althoughthewords“goal”and“objective”aresometimesusedinterchangeably,

thereareimportantdistinctions.

Goalsareyourpartnership’spurposeorintentions.Theytendtobeoverarching,generic

actionsoroutcomesthatyourpartnershipwillstrivetoachieve.

Objectivesarespecificmilestonesorstepsthatyourpartnershipwilltaketoachieveeachgoal.

Theyareconcreteactions,tendtobeshorter‐term,andshouldbemeasurableandtangible.

Forexample:



Goal:Preventhandinjuriesamongworkers.



Objectives:

 Providetrainingmaterialsontheneedforanduseofglovestoallthepartnership’s

trainingcentersbyMarch2015.

 UsethetrainingmaterialswithallapprenticesbyDecember2016.

 Requiretheuseoftask‐materialappropriateglovesinallhands‐ontraining(ongoing).

 Increasethenumberofworkersreportingthattheyuseglovesby5%byMarch2017.



Goal:Reducenailguninjuriesbyincreasingtheuseofnailgunswithsequentialtriggers.



Objectives:

 InMarch2015,contactCPWR‐TheCenterforConstructionResearchandTrainingto

identifyandobtaineducationalmaterialsandresearchonnailguns.

 BetweenMarchand

December,2015,conduct5presentationsatregionalcontractor

meetingsand5workshopsatregionaltrainingfacilitiestoraiseawarenessofthehazard

andprevalenceofnailguninjuries,andtheavailabilityofnailgunswithsequential

triggers.



Goalsandobjectivesallowyourpartnershiptogetmorespecificabouthowitwillcarryoutitsmission

andachieveitsvision.Aspartofthisprocessyourpartnershipshouldthinkabouthowitwillgaugeits

progress,includingwhatquestionsshouldbeaskedtoadequatelycaptureaccomplishments,provide

usefulfeedbackonwhatdidordidnotworkaswellasthepartnershad

hoped,oridentifywhatcould

bechangedorimproved(seeSection6:EvaluateYourWorkTogether).



Tool3‐Chelpsyourpartnershipfurtherdefinetheissue(s)thatbroughtittogetherbeforestartingto

setgoals.Basedontheissue(s),Tool3‐Dhelpsyouestablishgoals.Ifyourpartnershipplansto

address

morethanoneissue,youmaywanttocompleteaseparatechecklistormapforeach.



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐C:DEFINETHEISSUECHECKLIST



Instructions:

1. Asagroup,broadlyidentifytheissuetodiscuss.

2. Givepartnerscopiesofthequestionsbelow.Asagroup,selectwhichquestionsaremost

appropriatefortheissueunderconsideration.

3. Givepartners5‐10minutestoindividuallywritedownresponsestotheselectedquestions.

Thenhavepartnersreport

backanddiscusseachofthedimensions:scope,interest,and

feasibility.

4. Usethisinformationtodefineorrefinetheissue(s)yourpartnershipwilladdressand

developyourgoal(s).Writeeachissuethatyourpartnershipdecidestoaddressacrossthe

topofaflipchartorwhiteboard.Askthepartnerswhatoutcome–thegoal–theyhopeto

achievebyaddressingtheissue.

5. Recordallofthegoalsidentifiedbythepartnersontheflipchartorwhiteboard.Discussand

refinethoselisteduntilyouhaveone(ormoreifneeded)thatallthepartnersagreeon.

6. Iftherearemultipleissuestodiscuss,repeatthisprocess.



Issue:___________________________________________________________



Whatisthescope?

 Howmanyworkersareaffected?

 Howmanyworkershavebeeninjuredormadeill,orareatrisk?

 Aretheredataontheissue(e.g.,testresults;governmenttracking)?

 Arethereanyregulations,laws,orindustrystandardsthatarecurrentlyaddressingthe

issue?



Isthereinterest?

 Whyarethepartnerorganizationsconcernedabouttheissue?

 Howstronglydothepartnerorganizationsfeelabouttheissue?

 Whatdotherespectiveorganizationalleadersandconstituentsthink?



Whatisthefeasibilityofaddressingthisproblemorissuenow?

 Howcantheissuebesolvedoraddressed?Arethereresearch‐basedsolutionsreadily 

available?(e.g.,engineeringcontrols,alternativeworkpractices,etc.)

 Whatimprovementswillresultfromaddressingtheissue?

 Howwillsuccessbedefined?Howwillitbemeasured?

 Isthereadownsidetoworkingon

thisissuenow?Isthereareasontowait? 

 Canitberesolvedintheshortterm?Ifnot,arethereclearmechanismstohaveshort‐term

gainsonthewaytolong‐termchange?

 Doesyourpartnershiphavetheresourcesneededtomovethenecessaryresearchand

solutionsforward?



Whatistheoutcomewehopetoachievebyaddressingthisissue?Whatisourgoal?

 Isitconsistentwiththepartnership’smission?



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

Mappingtheissueisahelpfulwaytothinkthroughyourissue(s)andstartsettinggoals.Usethistool

tohelpthepartnersunderstandthefactors,processes,andpathwaysthatinfluencetheissue(s).It

maybethatthekeytoaddressinganissueistotackletheunderlyingfactors.Usetheexpert

knowledgeintheroomaswellasavailableresearchtoidentifythesefactors.

OOL3‐D:MAPTHEISSUETOSETGOALS



Instructions:

1. Youmayeitherdothisasagroupactivityordividepartnersintosmallgroups.

a. Ifyoudoitasagroupactivity,drawthediagrambelowonaflipchartorwhiteboard

thatallparticipantscansee.

b. Ifdividingupintogroups,provideacopyof

thediagrambelowtoeachgroup.



2. Writeoneissueidentifiedbyyourpartnershipinthecentercircleofthediagram.Note:each

groupwouldwritetheissueontheircopy.



3. Eitherasagrouporwithinthesmallgroups,identifythefactorsthatinfluence theissue(e.g.,

policies,

resources,values,etc.),andwriteonefactorineachbox.Addasmanyboxesas

necessaryandincludeanyinfluentialfactorsraisedbythepartnerswithoutajudgmenton

whethertheyarehavingapositiveornegativeimpactontheissue.Createthemostcomplete

pictureoftheissuepossible.



4. Discusswhichfactorsaremostimportantforthepartnershiptoaddressandwhentoaddress

them.Recordthosefactorsidentifiedasmostimportantonanewdiagram.

Note:Ifthisisdonewithinsmallgroups,askthemtoreportbacktothefullgroupandsharethe

factorsandgoalstheyconsideredmostimportant.



5. Askthepartnerswhatoutcome–thegoal–theyhopetoachievebyaddressingtheissue

identified.YoumaywanttousethediscussionquestionsinTool3‐Ctohelpyousetyour

goal(s)basedonthesefactors.



6. Recordthegoal(s)identifiedbythepartnersontheflipchartorwhiteboard.Discussandrefine

thoselisteduntilyouhaveone(ormoreifneeded)thatallthepartnersagreeon.



7. Ifyourpartnershipplanstoaddressmorethanoneissue,createanewmapforeach.



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS



Onceyourpartnershiphasestablisheditsgoals,Tool3‐Ecanhelpthepartnersset“SMART”objectives.

SMARTobjectivesare:

Specific–concrete,identifieswhatwillchangeforwhom

Measurable–abletocountorotherwisemeasureactivityorresults;orconceptualizeifusing

qualitativemethods

Attainable/Achievable–reasonableandfeasiblewithgivenresources

Relevant–relatestotheoverallgoalsoftheprogram.

Timely–canbeachievedwithinaspecifiedperiodoftime



ThefollowingisanexampleofaSMARTobjective:

BySeptember29,2015(Timely),increasethenumberoftrain‐the‐trainersessionsprovidedto

residentialconstructionworkers(Specific&Relevant)from5to10(Measurable&Attainable).

GOAL(S):________________________________________



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐E:SMARTOBJECTIVETEMPLATE



ThefollowingisatemplatethatyourpartnershipcanusetothinkthroughitsSMARTobjectives

foritsgoals.



Goal: __________________________________________________________________



Objective(s):______________________________________________________________



Who_______________________________________________________

WilldoWhat_______________________________________________________

ByWhen_______________________________________________________



[Adaptedfrom:CDCDivisionforHeartDiseaseandStrokePrevention.EvaluationGuide:WritingSMARTObjectives,

http://www.cdc.gov/dhdsp/programs/nhdsp_program/evaluation_guides/smart_objectives.htm]



AdditionalResources

FormoreinformationonSMARTobjectives,visitthefollowingresource:



 WritingSmartObjectives‐http://www.cdc.gov/healthyyouth/evaluation/pdf/brief3b.pdf



Onceyourpartnershiphasdevelopedalistofgoalsandobjectivesforeachissuethatitplansto

address,itishelpfultostepbackandconsiderhowfeasibleandattainablethegoalsandobjectivesare

andmakeanynecessaryadjustments.Tool3‐F,aSWOT(Strengths,Weaknesses,Opportunities,&

Threats)Analysis,isonetoolusedtomakethisassessmentandhelppartnershipsfurtherrefineandset

achievablegoalsandobjectives.



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐F:SWOTANALYSISTOREFINEGOALSANDOBJECTIVES

Instructions:

1. Drawthediagrambelowonaflipchartorwhiteboard.Thequestionsincludedinthe

boxesareexamples,butyoumaywanttocomeupwithyourowndependingonthe

issue.

2. Foreachgoalandrelatedobjective(s),raisethequestion(s)ineachcategorywiththe

partnersandkeeptrackoftheircomments.Allowthediscussiontocontinueuntilthe

partnersfeeltheyhaveacompletepictureofthecategory.

 Strengthsarethecharacteristicsofthepartnershipthatgiveitanadvantagein

meetingthegoalorobjective.

 Weaknessesarecharacteristicsthatplacethepartnershiporprojectatadisadvantage

–barriersorroadblocksthatwillhavetobeaddressedtomeetthegoalorobjective.

 Opportunitiesareelementsthatthepartnershipcouldusetoitsadvantage.

 Threatsarefactorsthatcouldjeopardizethepartnership’sefforts.



Goal:____________________________________________________________________

Objective:_________________________________________________________________

 HelpfultoAchievingGoal&Objective HarmfultoAchievingGoal&Objective

InternalOrigin

(organizational)



Strengths



Whatiseachindividualorganization

alreadydoingtomeetthis

goal/objective?

Whatassetsdowebringtothetable?



Weaknesses



Whatareourbiggestroadblocksto

meetingthisgoalandimplementingthis

objective?

ExternalOrigin

(environmental)



Opportunities



Arethereothercampaignsorefforts

thatwecan“piggy‐back”on?Are

thereregulatoryactionsoreconomic

driverstosupporteffortsina

particulardirection?



Threats



Howmuchresistanceistheretothe

adoptionoformeetingourgoaland

implementingourobjectiveonthepartof

theemployersorworkers?Arethere

economicorpoliticalthreats?



[TheWorkGroupforCommunityHealthandDevelopmentattheUniversityofKansas.SWOTAnalysis:Strengths,

Weaknesses,Opportunities,andThreats.CommunityToolbox,Chapter3,Section4,http://ctb.ku.edu/en/table‐of‐

contents/assessment/assessing‐community‐needs‐and‐resources/swot‐analysis/main]



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TheresultsofthisSWOTAnalysiscanhavedifferentoutcomesforspecificgoalsandobjectives.First,

yourhelpfulcategories(Strength/Opportunities)couldsignificantlyoutweightheharmfulcategories

(Weaknesses/Threats).Thisisthebestcasescenarioandindicatesthatyoushouldplanonmoving

forwardwiththisgoalandobjective.Discussasagroupwhatyoucandototakeadvantageofyour

strengthsandopportunitiesandhowyoucanaddressanyweaknessesandthreatsthatcameup.



Alternatively,youmayfindthattheweaknessesandthreatstoagoalandobjectivegreatlyoutweigh

thestrengthsandopportunities.Intheeventthatthisoccurs,yourpartnershipmaychoosetofocuson

adifferentgoaland/orobjectiveorredefineoneorboth.Itmaybethatadjustingthegoaland/or

objectiveslightlymakesitmoreachievable.Forexample,ifyourpartnership’sgoalwastoreachboth

residentialandcommercialworkersonasafetyissue,butdecidesbasedonthisanalysisthatthe

partnershipcannotsupportthatlevelofeffortwithavailableresources,youmaywanttostartwith

onlycommercialworkersratherthangiveuponthegoal/objective altogether.



Ifthehelpfulandharmfulcategoriesareessentiallyeven,yourpartnershipwillhavetodecidewhether

tomoveforwardwiththisoverallgoalorspecificobjective.Considerquestionssuchas:

 Isthisahigh‐prioritygoal/objectivethatshouldbemovedforwardregardlessofchallenges?

 Isthereanyopportunitytopartnerwithadditionalstakeholderstoimprovestrengthsand

opportunities?

 Isthereanapproachwehavenotconsideredthatwouldputourpartnershipinabetter

positiontocarryoutthegoalorspecificobjective?

 Isthereoneweaknessorthreatinparticularthatcannotbeovercome?Ifyes,howmuch

impactcouldithaveonthepartnership’ssuccessinimplementingtheobjectiveand/or

reachingitsgoal?



Whenthepartnershipreachesagreementonalistofgoalsandobjectives,youmaywanttolistthem

inaPartnershipAgreement(seeSection3.5:CreateaPartnershipAgreement).



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3.4ACTIONPLANTOMEETGOALS&OBJECTIVES



Onceyourpartnershiphasestablishedachievablegoalsandobjectives,itistimetocreateaplanto

meetthem.Anactionplandetailstheactualstepsyourpartnershipwilltaketowardmeetingitsgoals

andobjectives.Whendevelopingthisplanitisimportanttoconsidertheresourcesavailable,the

actions

thatwillbeundertaken,andthetimetable.Itisalsoagoodtimetostartthinkingabouthow

yourpartnershipwillmeasureandevaluateitsefforts(seeSection6:EvaluateYourWorkTogether).



Thefollowingtoolsaredesignedtohelppartnershipsinthisplanningprocess.Definingthefour“R”s

(Tool3‐G)foreachpartnerorganization:resources,relationships,roles,andresponsibilitiesinrelation

toanidentifiedgoalandobjectiveisagoodplacetostart.Thisexercisecanhelpyourpartnership

furtherfleshoutandvisualizehoweachpartnerorganizationandindividualpartnerwillhelpyoucarry

outmorespecificefforts.

Tool3‐H:CreatinganActionPlanwillhelpyourpartnershipsummarizethestepsanddiscussions

undertakeninestablishingitsgoalsandobjectives.IfTool3‐EwasusedtoestablishSMARTObjectives

orTool3‐FwasusedtoconductaSWOTAnalysis,yourpartnershipmayhavesomeofthisinformation

readilyavailable.

Tool3‐IisanActionPlanWorksheettohelpyourpartnershipsetarealistictimelineforeachgoaland

objectiveandtrackitsworkasawhole,including:Whatneedstobedone?Whendoesitneedtobe

done?Bywhom?



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐G:THEFOUR“R”S

–

RESOURCES,RELATIONSHIPS,ROLES,ANDRESPONSIBILITIES



Instructions:

1. Write“Resources,“Relationships,”“Roles,”and“Responsibilities”atthetopoffourseparate

piecesofflipchartpaper,orascolumnheadingsonawhiteboard.

2. AskthepartnerstothinkabouteachoftheFour“R”sintermsofthehuman,financial,technical,

orotherdimensionstheirorganizationcouldcontributetotheeffort(e.g.,industryorlocal

knowledge,staffing,stakeholdertime,physicalproperty,oraccesstopeople,andmoney,etc.).

3. Havepartnerswritetheirideasonstickynotesandplacethemontheappropriateflipchartor

columnonthewhiteboard.

4. Allowpartnerstimetolookatall

thestickynotespostedanddiscuss:

 Whatrolesandresponsibilitieshavepartnersalreadytakenonwithregardtothisissue?

 Whatresourcesandrelationshipsdoeseachpartnerbringtothetabletohelpwiththis

issue?

 Arethereanyotherresourcesorcontributionsthathavenotyetbeen

noted?

5. Next,assessthepartnership’sresourceneeds:

 Willadditionalstaffsupportbeneededtohelpwiththisgoalorobjective?

 Willoutsidehelpbeneeded(e.g.,technicalresources,safetyandhealthresearchor

disseminationexpertise,etc.)?

 Whatfinancialresourcesarerequired?Ifexternalfundsareneeded,wherewillthey

comefromandwhatstepsareinvolvedinobtainingthefunds?

 Whatotherresourcesarenecessarytoeffectivelyreachthepartnership’sgoalsand

objectives?



[Adaptedfrom:CDCComprehensiveCancerControl.PartnershipToolKit:ProgramVersion,

http://cancercontrolplanet.cancer.gov/CDCPartnershipToolkit.pdf.]



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐H:CREATINGANACTIONPLAN



Instructions:

1. Askthepartnershiptodiscussthefollowingquestions(orotherquestionsappropriateto

thepartnership’sgoalsandobjectives).Chooseonegoalandrelatedobjective(s)andfillout

theactionplanformbelow.

2. Repeatthisprocesswitheachofyourpartnershipsgoalsandobjectives.Youmayfindthat

itismoreefficienttohaveindividualpartnersorasubcommitteedevelopadraftaction

planforoneormoregoalsandobjectives,andpresenttheirideasbacktothegroupata

latertimefordiscussion,refinement,andapproval.



OurGoal

Thegoalourpartnershipplanstoworkonis:____________________________________

__________________________________________________________________________



Wechosethisgoalbecause:___________________________________________________

__________________________________________________________________________



OurObjective(s):___________________________________________________________

__________________________________________________________________________



Whatwillhelpus?

Wehavethefollowingthingsworkinginourfavorthatwillhelpusreachourgoal:

__________________________________________________________________________



Weplantobuildonthissupportby:____________________________________________

__________________________________________________________________________



ObstaclesWeMayFace

Theobstaclesorchallengeswemayfaceaswetrytoaccomplishourgoalare:

__________________________________________________________________________



Weplantodothefollowingtoovercometheseobstacles:__________________________

__________________________________________________________________________



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

InformationWeNeed

Weneedthefollowinginformationinordertobegin:______________________________

__________________________________________________________________________



Weplantogetthisinformationfrom:___________________________________________

__________________________________________________________________________



[Adaptedfrom:LaborOccupationalHealthProgram(undercontracttotheCommissiononHealthandSafetyandWorkers

Compensation).(2009).WorkerOccupationalSafetyandHealthSpecialistTrainingCourseManual.]



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

TOOL3‐I:ACTIONPLANWORKSHEET



Instructions:

1. Intheappropriatecolumns,listeachgoalandrelatedobjectives.Thefacilitator,another

partner,orasubcommitteecanfillinthetasks,responsibleparties,andtimelineforeach

objective

2. Oncethepartnershaveagreedontheplan,providecopiestoallpartnersormakeit

readilyaccessibleinan

onlineformat(e.g.,Dropbox(www.dropbox.com)orGoogleDrive

(https://drive.google.com/).Formultiplegoalsandobjectivesandlargermorecomplex

efforts,youmayevenwanttoinvestinaprojectmanagementsystemsuchasBaseCamp

(https://basecamp.com/)orGantter(www.gantter.com).

3. Setasidetimeateachmeetingorperiodicallytorevisitand,ifneeded,reviseyouraction

plantohelpthegroupstayfocusedandorganized,andassessprogress.

R2pPartnershipActionPlanWorksheet

Goal Objective Action/Task

Partner(s)

Responsible Start Due Status

Further

Action(if

needed)

Enter

goal

Enter

each

objective

forthe

goalona

separate

line

Enter

actions/tasks

neededto

achieve

objectiveon

separate

lines

Identify

whowillbe

responsible

foreach

action/task

Enterthe

datethe

action/task

willbe

undertaken

Enterthe

datethe

action/task

shouldbe

completed

Enter

completion

dateor

other

information

ifthe

deadlineis

notyetmet

Describe

any

further

actionon

the

specific

objective

      



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

3.5CREATEAPARTNERSHIPAGREEMENT



Workinginapartnershipisrewarding,butensuringthatallofthepartnershavethesameexpectations

andunderstandingaboutthepartnership’sworkcanbechallenging.Regardlessofwhetheryour

partnershipismadeupofindividualsorgroupswithlong‐standingrelationships,orifitisjustcoming

togetherfor

thefirsttime,thereispotentialformisunderstandingsandconflicts.



Onewaytoavoidunnecessaryconflictsandmisunderstandingsandhelpthepartnershiprunsmoothly

istoagreeonanddocumentthepartnership’spurpose,howitwillfunction,thedivisionof

responsibilities,andrulesformakingdecisions.(SeeSection4.3:DetermineDecision‐Making

Approaches.)



Forsomepartnerships,documentingandsharingthisinformationthroughmeetingminutesmaybe

sufficient.Forothers,amoreformalapproachsuchasdevelopingapartnershipagreementmaybe

moreappropriate.Amoreformalpartnershipagreementcanbedevelopedgraduallyasyour

partnershipdecidesonitspurposeandhowitwillwork(e.g.,developingitsvision,mission,and

decision‐makingstrategies),oratthestartofitsworkinordertoanticipateandavoidpotential

tensionsthatmayarise.



Tool3‐J:PartnershipAgreementOutlineandStepsliststhekeyitemsthatpartnershipstypicallyneed

toreachagreementontofunctionsuccessfully,andthestepsthatapartnershipcouldfollowto

developaformalwrittenagreement.

TOOL3‐J:PARTNERSHIPAGREEMENTOUTLINEANDSTEPS



Instructions:

Apartnershipagreementcanbedevelopedatonemeetingoroverthecourseofseveralmeetings.If

youareusingmeetingminutestodocumentandreachagreementonhowyourpartnershipwill

function,youmayfinditusefultoreferencethe“KeyElements”inthetablebelowaspromptsfor

thepartners’discussion.Ifyourpartnershipwantstodevelopamoreformalagreement,usethe

“KeyElements”andthefollowing“StepsinDevelopingaPartnershipAgreement”toguidethe

process.



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS

[Adaptedfrom:LaborOccupationalHealthProgram.(2008).StrategicPartnerships:Checklist;andtheCollaboration

Roundtable,2001,ThePartnershipToolkit:ToolsforBuildingandSustainingPartnerships.]



KeyElements SectionDescriptionandKeyQuestions

NameofPartnership Itmayseemobvious,butnamingyourpartnershipisnecessaryinorderto

promoteitswork.Whatisyourpartnership’sname?

NameofPartnership

Partners/Organizations

Listthenamesoftheorganizationsandtheirrepresentative(s)inyour

partnership.Whoisinthepartnership?

Background,Purpose,&

Introduction

Knowandownyourpartnership’shistoryandpurpose.Howdidthe

partnershipgetstarted?Whatisitspurpose?

PartnerRoles Listtheroleseachpartnerorganizationwilltakeon.Forexample:Willa

representativefromeachpartnershipberequiredtoserveonevery

subcommittee?Willoneorganizationberesponsibleforactingasliaisontoa

specificstakeholdergrouporthepopulationyouaretryingtoreach?Whowill

what?(SeeTool3‐F:TheFour“R”s–Resources,Relationships,Roles,&

Responsibilities.)

VisionandMission Forthepartnersaswellasthebroadercommunity,itisimportanttohavea

clearvisionandmission.Whywasyourpartnershipformed?Whatwillyour

partnershipworktoachieveovertime?Whatisthepurposeofyour

partnershipnow?(SeeTools3‐A:DetermineaVision

Statementand3‐B:

DetermineaPartnershipMission.)

GoalsandObjectives Detailthegoalsandobjectivesthatthepartnershiphas identified.(See 

Section3.3:DevelopPartnershipGoalsandObjectives).

Decision‐Making

Processes

Asapartnershipitisimportanttoestablishnormsandexpectationsin

workingtogether,particularlyinmakingdecisionsthatreflectthegroup’s

consensus.Howwilldecisionsbemade?Howwilldisagreementsbehandled?

(SeeSection4.2:DetermineDecision‐MakingProcesses.)

OrganizationalStructure Describehowthepartnershipwillbeorganized.WilltherebeaSteering

CommitteeorBoard?Whowillfacilitateand/orchairmeetings?Whatarethe

expectationsformembershipinthesegroups?

Oversight/Accountability Oversightcanmeanmanythingstodifferentpeople.Howwillmembers

withinyourpartnershipholdeachotheraccountabletopartnershipgoalsand

tasks?

Resources&Financial

Administration

Yourpartnershipshouldthinkabouttheresourcesneededtomeetitsgoals

andobjectives.Somepartnersmayhaveresources(fundsorstaff)thatthey

cancontributetothepartnership’swork,whileothersmaynot.Describe

howthepartnershipwillhandleapplyingfor,administering,andusingfunds

and

resources.

UseofResearch&Data Partnershipsoftenconductresearchandthereforecollectively“own”the

dataorfindings.Theuseofdatacanbesensitiveandyouwillwanttoset

parameters.Howwilldatabeused?Ifthereareoutsiderequestsfor data,

whomustbeinvolvedinapprovingitsuse?

Whatconcernsorprioritiesdo

partnershaveabouthowresearchisdisseminatedandtowhom?What

concernsdopartnershaveaboutthetimingofwhenresearchisreleased?



www.cpwr.com



SECTION3‐DEVELOPASHAREDVISION,MISSIONANDGOALS Constructionr2pPartnershipToolkit

SECTION3‐DEVELOPA

SHAREDVISION,

ISSION AND

OALS



StepsinDevelopingaPartnershipAgreement



1. Askthepartnerstoselectwhichelementsinthetable“KeyElementsofaPartnership

Agreement”todiscussorincludeinthepartnershipagreement.Yourpartnershipmaynotwant

toincludealloftheelementslisted,oritmaywanttoaddnewelements.Fortheagreement

elementsselected:



 Identifywhich,ifany,ofthepartnershavealreadyreachedconsensuson(e.g.,partnership

name,vision,mission,etc.)andlistwhatwasagreedtoonflipchartpaperorawhiteboard.

 Forthoseelementsthathavenotyetbeendiscussed,listthemonindividualflipchartsand

askevery

partnertogotoeachsheetandaddtheirthoughtsonwhatshouldbecoveredor

agreedtobythepartnershipasawhole.



2. Dependingonhowmanyelementsneedtobecovered,eitherdiscussasalargegrouporbreak

intosmallgroupsoftwoormorepartners

andassigneachgrouponeormoreelement.Each

groupshouldcomeupwithsuggestionsonwhatshouldbeincludedinthepartnership

agreement.



 Ifdescriptionsaredraftedbysmallgroups,timewillneedtobespentreviewingandediting

eachdescriptionuntilallpartnersaresatisfied.Iftimeislimitedduringanin‐personmeeting,

youmaysuggestconductingtherestoftheactivityviaemail.

 Ifanelementisparticularlycontentiousoryouarehavingadifficulttimereachingconsensus,

youmayneedtostopandplanafollow‐upmeeting,oraddthediscussiontothenext

regularlyscheduledmeetingtoallowpartnerstimetoconsiderallsides.



3. Afteragreementisreachedontheelementstoincludeandthedescriptionforeachelement,

compileanddistributethecompletedagreementtoallpartnersforreview.



4. Atthenextpartnershipmeeting,askthepartnerstoapprovethecontent.Includeboththefinal

agreementandpartnership’sapprovalinthemeetingminutesandmakethedocumentavailable

toallpartners.Consideralsomakingtheagreementpubliclyavailableifyourpartnershiphasits

ownwebsite.

