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Visions	
  Statements:	
  	
  A	
  MUST	
   1	
  
	
   	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
	
  
Visions	
  Statements:	
  	
  A	
  MUST—Personal,	
  Professional,	
  and	
  Organizational	
  
	
  
Lori	
  S.	
  Jacobson	
  
	
  
Organization	
  of	
  American	
  Schools	
  –	
  EDUC	
  6540	
  
	
  
Dr.	
  Bart	
  Reynolds	
  
	
  
October	
  20,	
  2013	
  
	
  
	
  
	
   	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   2	
  
	
  
Visions	
  Statements:	
  	
  A	
  MUST—Personal,	
  Professional,	
  and	
  Organizational	
  
In	
  August	
  of	
  2013	
  a	
  new	
  journey	
  begin:	
  	
  after	
  many	
  years	
  as	
  a	
  business	
  educator,	
  a	
  
decision	
  was	
  made	
  to	
  return	
  to	
  school	
  and	
  seek	
  additional	
  training	
  to	
  advance	
  
opportunities	
  and	
  become	
  an	
  administrator.	
  	
  Excitement,	
  enthusiasm,	
  and	
  interest	
  were	
  
high	
  as	
  delving	
  into	
  study	
  topics	
  brought	
  enlightenment	
  and	
  understanding	
  with	
  regards	
  to	
  
the	
  educational	
  process	
  and	
  its	
  historical	
  framework	
  in	
  this	
  great	
  country.	
  	
  Unfortunately,	
  
however,	
  the	
  bright	
  light	
  of	
  anticipation	
  and	
  excitement	
  slowly	
  dimmed	
  with	
  each	
  chapter	
  
read-­‐-­‐hitting	
  a	
  new	
  peak	
  in	
  trepidation	
  as	
  actual	
  duties	
  and	
  perspectives	
  from	
  those	
  “in	
  the	
  
trenches”	
  (teachers	
  and	
  administrators)	
  expressed	
  major	
  concerns	
  about	
  increased	
  
workloads,	
  frustrations,	
  heavier	
  responsibilities,	
  less	
  authority,	
  and	
  many	
  other	
  complex	
  
and	
  ambiguous	
  challenges	
  (Sergiovanni,	
  p.	
  190-­‐192.	
  	
  The	
  light	
  and	
  previous	
  excitement	
  
began	
  to	
  fade	
  as	
  realities	
  of	
  the	
  role	
  of	
  an	
  administrator	
  in	
  today’s	
  highly	
  complex	
  and	
  
changing	
  society	
  were	
  made	
  manifest.	
  	
  Similarly,	
  recent	
  readings	
  on	
  leadership	
  in	
  general	
  
stressed	
  the	
  importance	
  of	
  having	
  a	
  positive	
  attitude:	
  	
  “The	
  authentic	
  leader	
  is	
  confident,	
  
hopeful,	
  optimistic,	
  resilient,	
  transparent	
  .	
  .	
  .	
  “	
  (Luthans	
  and	
  Avolio,	
  2003,	
  p.	
  243).	
  	
  What	
  
happened	
  to	
  the	
  positive	
  attitude	
  towards	
  accomplishing	
  an	
  important	
  task	
  or	
  mission?	
  
	
   With	
  a	
  festering,	
  fearful,	
  nagging	
  thought	
  about	
  moving	
  forward	
  in	
  a	
  field	
  with	
  
monumental	
  upheaval	
  and	
  commotion,	
  the	
  task	
  of	
  writing	
  the	
  first	
  research	
  assignment	
  
loomed	
  ahead.	
  	
  Frustrations	
  with	
  finding	
  material	
  for	
  the	
  topic	
  selected	
  only	
  amplified	
  the	
  
gloomy	
  prospect	
  for	
  the	
  assignment	
  and	
  the	
  overall,	
  all-­‐consuming	
  task	
  of	
  working	
  to	
  
become	
  an	
  effective	
  administrator	
  taunted	
  a	
  previously	
  firm	
  resolve.	
  	
  What	
  happened	
  to	
  
drive	
  and	
  passion?	
  	
  What	
  would	
  rekindle	
  creative	
  excitement?	
  	
  A	
  forced	
  change	
  of	
  topic	
  for	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   3	
  
the	
  assignment	
  (finding	
  sources	
  for	
  the	
  original	
  first-­‐choice	
  topic	
  was	
  difficult)	
  brought	
  the	
  
answer	
  in	
  one,	
  simple	
  word:	
  	
  vision.	
  
	
   Without	
  vision,	
  the	
  complexity	
  of	
  many	
  tasks	
  at	
  hand	
  can	
  become	
  overwhelming—
as	
  personally	
  experienced	
  in	
  this	
  process.	
  	
  More	
  than	
  likely,	
  this	
  was	
  not	
  a	
  solo	
  
experience—there	
  must	
  be	
  others	
  who	
  have,	
  at	
  moments,	
  have	
  had	
  similar	
  trepidations.	
  	
  
What	
  comprises	
  an	
  effective,	
  motivating	
  and	
  powerful	
  vision—one	
  that	
  can	
  see	
  an	
  
individual	
  or	
  an	
  organization	
  through	
  the	
  mud	
  and	
  the	
  muck	
  that	
  will	
  sure	
  come	
  along	
  a	
  
journey	
  of	
  growth	
  and	
  achievement?	
  	
  	
  
Having	
  a	
  personal	
  vision	
  statement	
  has	
  always	
  been	
  empowering	
  for	
  me.	
  	
  Living	
  
true	
  to	
  it—to	
  love,	
  to	
  learn,	
  to	
  lift—has	
  been	
  sufficient	
  for	
  me	
  in	
  my	
  personal	
  life.	
  	
  This	
  
undertaking,	
  for	
  most	
  students	
  at	
  this	
  stage,	
  will	
  require	
  a	
  career/professional	
  vision—one	
  
that	
  may	
  stem	
  from	
  a	
  personal	
  mission,	
  but	
  most	
  likely	
  will	
  need	
  to	
  stretch	
  and	
  propagate.	
  	
  
Expanding	
  and	
  broadening	
  vision	
  can	
  bring	
  inspiration	
  and	
  the	
  return	
  of	
  passion	
  to	
  any	
  
worthwhile	
  endeavor.	
  	
  So	
  what	
  is	
  the	
  best	
  way	
  to	
  create	
  a	
  vision	
  statement	
  that	
  will	
  
provide	
  the	
  necessary	
  strength	
  and	
  structure	
  to	
  successfully	
  maneuver	
  both	
  my	
  current	
  
educational	
  process	
  and	
  my	
  future	
  ability	
  to	
  jointly	
  create,	
  implement,	
  and	
  institutionalize	
  
an	
  impactful	
  vision	
  for	
  future	
  organizations?	
  
Fortunately,	
  the	
  research	
  on	
  creating	
  vision	
  is	
  substantial,	
  enthusing,	
  and	
  edifying.	
  	
  
This	
  paper	
  will	
  present	
  viewpoints	
  on	
  creating	
  vision	
  statements.	
  	
  These	
  suggestions	
  are	
  
founded	
  on	
  scholarly	
  research	
  and	
  can	
  be	
  used	
  to	
  create	
  any	
  type	
  of	
  vision	
  statement,	
  be	
  it	
  
personal,	
  professional,	
  and	
  organizational,	
  etc.	
  	
  The	
  scope	
  of	
  the	
  paper	
  will	
  not	
  address	
  the	
  
process	
  of	
  implementation	
  or	
  ongoing	
  stabilization	
  of	
  those	
  visions.	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   4	
  
Scott	
  Thompson,	
  Assistant	
  Director	
  of	
  the	
  Panasonic	
  Foundation	
  and	
  Editor	
  of	
  
Strategies,	
  sharing	
  ideas	
  from	
  his	
  book,	
  Hidden	
  Within	
  Reach:	
  Spiritual	
  Leadership	
  for	
  
Educational	
  Progress,	
  said	
  the	
  following	
  (Thompson,	
  2003):	
  
We	
  need	
  to	
  make	
  a	
  sharp	
  distinction	
  between	
  a	
  vision	
  statement	
  –	
  words	
  on	
  paper	
  –	
  
and	
  the	
  vision	
  itself,	
  which	
  is	
  more	
  of	
  a	
  living	
  power.	
  While	
  the	
  vision	
  or	
  mission	
  
statement	
  often	
  serves	
  a	
  necessary	
  purpose,	
  the	
  fundamental	
  question	
  –	
  the	
  
measure	
  of	
  a	
  vision's	
  power	
  –	
  is	
  what	
  stays	
  in	
  thought	
  or	
  in	
  the	
  heart	
  when	
  you	
  put	
  
aside	
  the	
  words	
  on	
  paper.	
  A	
  vision	
  that	
  is	
  original	
  and	
  powerful	
  should	
  plant	
  an	
  
image	
  in	
  consciousness	
  that	
  provokes	
  deep	
  feelings,	
  that	
  stirs	
  a	
  sense	
  of	
  possibility	
  
and	
  inner	
  commitment.	
  
	
  
It	
  is	
  this	
  “image	
  in	
  consciousness”	
  that	
  provokes	
  deep	
  feelings	
  and	
  ensures	
  stability	
  
for	
  maneuvering	
  the	
  unending	
  upheaval	
  of	
  the	
  current	
  administrative	
  field.	
  	
  It	
  will	
  provide	
  
the	
  necessary	
  structure	
  and	
  foundation	
  for	
  all	
  strategies,	
  and	
  implementations	
  of	
  those	
  
strategies	
  that	
  will	
  surely	
  follow.	
  
Many	
  prominent	
  authorities	
  on	
  leadership	
  such	
  as	
  Bennis,	
  Nanus,	
  Covey,	
  Blanchard,	
  
and	
  others,	
  have	
  written	
  and	
  shared	
  extensive	
  information	
  on	
  how	
  important	
  vision	
  is	
  to	
  
leadership.	
  	
  With	
  multiple	
  definitions	
  of	
  “vision,”	
  it	
  appears	
  that	
  all	
  powerful	
  vision	
  
statements	
  have	
  the	
  capacity	
  to	
  provoke	
  and	
  stir	
  a	
  mental	
  image	
  or	
  picture	
  in	
  stakeholders	
  
to	
  spur	
  action	
  towards	
  the	
  attainment	
  of	
  a	
  goal—no	
  matter	
  what	
  the	
  challenges	
  or	
  fears	
  that	
  
may	
  accompany	
  those	
  tasks	
  and	
  the	
  resulting	
  goals	
  and	
  systems	
  that	
  will	
  be	
  put	
  into	
  place.	
  
Scott	
  Thompson	
  (Thompson,	
  2003)	
  made	
  another	
  critical	
  point	
  when	
  he	
  said,	
  “Only	
  
after	
  personal	
  visions	
  have	
  been	
  broadly	
  cultivated	
  should	
  the	
  work	
  of	
  developing	
  a	
  shared	
  
vision	
  commence.	
  	
  The	
  essence	
  of	
  that	
  work	
  is	
  dialogue”	
  (italics	
  added	
  for	
  emphasis).	
  	
  As	
  
future	
  administrators	
  who	
  will	
  lead	
  the	
  process	
  of	
  change	
  and	
  reform	
  for	
  large	
  
organizations	
  and	
  work	
  collaboratively	
  with	
  others	
  to	
  draft	
  vision	
  statements,	
  it’s	
  
imperative	
  to	
  know	
  ourselves	
  and	
  understand	
  what	
  our	
  personal	
  vision	
  is—as	
  a	
  distinctive	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   5	
  
individual.	
  	
  This	
  will,	
  more	
  than	
  likely,	
  require	
  that	
  we	
  do	
  some	
  personal	
  introspection	
  and	
  
overall	
  evaluations	
  of	
  our	
  strengths,	
  weaknesses,	
  opportunities,	
  and	
  threats	
  (basic	
  SWOT	
  
analysis	
  in	
  more	
  general	
  terms).	
  	
  Perhaps	
  as	
  a	
  future	
  administrator,	
  one	
  must	
  pause	
  at	
  the	
  
beginning	
  of	
  training	
  to	
  look	
  inside	
  ones’	
  self	
  very	
  acutely,	
  conceivably	
  even	
  more	
  deeply	
  
than	
  we	
  have	
  previously	
  done,	
  and	
  determine	
  who	
  we	
  are	
  and	
  what	
  we	
  have	
  to	
  offer	
  our	
  
future	
  constituents.	
  	
  By	
  strengthening	
  and	
  revamping	
  our	
  own	
  personal	
  vision	
  statement	
  
and	
  beliefs	
  in	
  ourselves,	
  we	
  will	
  then	
  be	
  more	
  equipped,	
  as	
  Thompson	
  has	
  clarified,	
  to	
  
engage	
  in	
  the	
  work	
  required	
  for	
  visionary	
  leadership	
  (Thompson,	
  2003).	
  	
  In	
  Nanas’	
  book	
  on	
  
visionary	
  leadership,	
  he	
  refers	
  to	
  this	
  process	
  as	
  the	
  “Vision	
  Audit.”	
  	
  Start	
  with	
  the	
  current	
  
mission	
  and	
  or	
  purpose	
  and	
  determine	
  what	
  is	
  needed	
  in	
  order	
  to	
  succeed	
  (Nanas,	
  1992).	
  	
  	
  
Taking	
  stock	
  of	
  an	
  existing	
  vision	
  requires	
  an	
  assessment	
  and	
  understanding	
  of	
  the	
  
basic	
  mission	
  and/or	
  end	
  goal.	
  	
  What	
  has	
  previously	
  been	
  done,	
  why	
  was	
  it	
  done,	
  and	
  how	
  
successful	
  have	
  efforts	
  been?	
  	
  Is	
  the	
  current	
  view	
  and	
  personal	
  assessment	
  of	
  self	
  (or	
  the	
  
organization)	
  accurate?	
  	
  These	
  questions	
  and	
  this	
  process	
  can	
  and	
  should	
  also	
  extend	
  to	
  the	
  
next	
  level	
  of	
  vision-­‐building—vision	
  creation	
  in	
  a	
  future	
  organization.	
  	
  Taking	
  stock	
  of	
  the	
  
current	
  mission	
  will	
  be	
  critical;	
  what	
  is	
  the	
  vision,	
  how	
  has	
  it	
  been	
  implemented,	
  and,	
  most	
  
importantly,	
  what	
  was	
  lacking	
  and	
  what	
  direction	
  must	
  we	
  pursue	
  for	
  future	
  success?	
  	
  The	
  
emerging	
  vision	
  needs	
  to	
  be	
  future	
  focused.	
  	
  Where	
  should	
  future	
  efforts	
  lead	
  us?	
  
Understanding	
  what	
  should	
  be	
  changed	
  and	
  what	
  should	
  not	
  be	
  changed	
  is	
  another	
  
important	
  step	
  in	
  the	
  journey	
  of	
  drafting	
  a	
  vision	
  statement.	
  	
  In	
  a	
  Harvard	
  Business	
  Review	
  
article	
  on	
  vision	
  creation,	
  the	
  authors	
  shared	
  the	
  following	
  advice:	
  
Truly	
  great	
  companies	
  understand	
  the	
  difference	
  between	
  what	
  should	
  never	
  
change	
  and	
  what	
  should	
  be	
  open	
  for	
  change,	
  between	
  what	
  is	
  genuinely	
  sacred	
  and	
  
what	
  is	
  not.	
  This	
  rare	
  ability	
  to	
  manage	
  continuity	
  and	
  change—requiring	
  a	
  
consciously	
  practiced	
  discipline—is	
  closely	
  linked	
  to	
  the	
  ability	
  to	
  develop	
  a	
  vision.	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   6	
  
Vision	
  provides	
  guidance	
  about	
  what	
  core	
  to	
  preserve	
  and	
  what	
  future	
  to	
  stimulate	
  
progress	
  toward	
  (Collins	
  and	
  Porras,	
  1996).	
  	
  
	
  
Their	
  message	
  was	
  drafted	
  for	
  businesses	
  and	
  companies,	
  but	
  can	
  easily	
  be	
  extended	
  to	
  
include	
  individual	
  vision	
  making	
  journeys,	
  as	
  well	
  as	
  vision	
  creation	
  for	
  other	
  
organizational	
  types-­‐-­‐i.e.,	
  educational.	
  	
  Assessing	
  what’s	
  good	
  and	
  what’s	
  bad	
  in	
  one’s	
  self	
  
or	
  in	
  an	
  organization	
  and	
  determining	
  what	
  should	
  be	
  preserved	
  and	
  what	
  should	
  be	
  
chucked	
  is	
  a	
  key	
  component	
  of	
  constructing	
  powerful	
  visions.	
  	
  A	
  critical	
  look	
  at	
  underlying	
  
values	
  is	
  imperative;	
  whether	
  that	
  is	
  on	
  a	
  personal	
  level	
  or	
  an	
  organizational	
  level—the	
  
same	
  need	
  and	
  principle	
  must	
  be	
  applied.	
  
Another	
  step	
  in	
  the	
  process	
  of	
  vision	
  creation	
  is	
  having	
  a	
  “present”	
  core	
  and	
  a	
  
“future”	
  core	
  focus.	
  	
  A	
  vision	
  must	
  take	
  into	
  account	
  the	
  current	
  state,	
  as	
  well	
  as	
  a	
  future,	
  or	
  
visionary	
  state.	
  	
  	
  Thompson	
  refers	
  to	
  this	
  as	
  a	
  yin	
  and	
  yang	
  component	
  of	
  vision	
  
(Thompson,	
  2003).	
  	
  The	
  yin	
  being	
  the	
  “constants”	
  and	
  the	
  yang	
  being	
  the	
  “vision	
  for	
  the	
  
future.”	
  	
  The	
  envisioned	
  future	
  is	
  what	
  we	
  aspire	
  to	
  become,	
  to	
  achieve,	
  to	
  create—
something	
  that	
  will	
  require	
  significant	
  change	
  and	
  progress	
  to	
  attain.	
  	
  Returning	
  to	
  the	
  
SWOT	
  analysis,	
  the	
  examinations	
  of	
  strengths	
  might	
  be	
  a	
  starting	
  point	
  in	
  determining	
  
what	
  should	
  be	
  kept—our	
  core.	
  	
  Sometimes,	
  however,	
  it’s	
  important	
  to	
  see	
  that	
  some	
  
assets,	
  taken	
  to	
  an	
  extreme,	
  can	
  actual	
  become	
  liabilities.	
  	
  Honest	
  assessment	
  of	
  core	
  
themes	
  is	
  imperative.	
  	
  Once	
  again,	
  this	
  can	
  be	
  done	
  on	
  a	
  personal	
  basis,	
  but	
  it	
  can	
  also	
  be	
  
done	
  on	
  the	
  path	
  to	
  organizational	
  formulations	
  for	
  vision	
  assessment	
  and	
  creation.	
  
	
   Another	
  phase	
  in	
  vision	
  construction	
  is	
  recognizing	
  that	
  inspiring	
  vision	
  will	
  
necessitate	
  courage	
  for	
  change.	
  	
  When	
  looking	
  at	
  the	
  weakness	
  component	
  of	
  SWOT	
  
analysis,	
  it	
  becomes	
  clear	
  that	
  some	
  things	
  will	
  require	
  change—some	
  weaknesses	
  must	
  be	
  
eliminated.	
  	
  It	
  takes	
  courage	
  to	
  be	
  completely	
  honest	
  with	
  the	
  vision	
  audit	
  and	
  make	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   7	
  
necessary	
  changes	
  to	
  achieve.	
  	
  Aristotle	
  referred	
  to	
  courage	
  as	
  the	
  first	
  of	
  human	
  virtues	
  or	
  
qualities	
  because	
  it	
  makes	
  and	
  guarantees	
  all	
  other	
  virtues	
  possible	
  (Aristotle).	
  	
  Often	
  
recognizing	
  what	
  changes	
  need	
  to	
  be	
  made	
  in	
  a	
  self-­‐reflection	
  or	
  organization-­‐reflection	
  
process	
  is	
  a	
  frightening	
  undertaking.	
  	
  It	
  more	
  than	
  likely	
  will	
  require	
  changing	
  the	
  status-­‐
quo,	
  making	
  unpopular	
  decisions,	
  adding	
  new	
  skill	
  sets	
  to	
  our	
  weaponry,	
  or	
  becoming	
  
something	
  that	
  rattles	
  chains	
  in	
  others	
  around	
  us	
  throughout	
  in	
  the	
  process.	
  	
  One	
  positive	
  
note	
  though,	
  is	
  that	
  courage	
  is	
  a	
  “learned”	
  skill.	
  	
  Anyone	
  can	
  learn	
  to	
  be	
  more	
  courageous.	
  	
  	
  
Oftentimes	
  our	
  current	
  mode	
  of	
  operation	
  is	
  not	
  sufficient	
  when	
  presented	
  with	
  more	
  
difficult	
  and/or	
  more	
  responsible	
  tasks	
  with	
  regards	
  to	
  leadership.	
  	
  	
  Assessing	
  our	
  current	
  
vision	
  will	
  require	
  that	
  we	
  look	
  at	
  the	
  systems,	
  structures,	
  assumptions,	
  and	
  belief	
  systems	
  
that	
  permeate	
  the	
  current	
  vision.	
  	
  	
  Stepping	
  even	
  farther	
  down	
  the	
  path	
  of	
  courage	
  will	
  beg	
  
us	
  to	
  consider	
  and	
  scrutinize	
  what	
  new	
  values,	
  skills,	
  and	
  operative	
  strategies	
  will	
  be	
  
necessary	
  to	
  become	
  future	
  oriented	
  for	
  our	
  new,	
  and	
  forming	
  vision.	
  
	
   The	
  art	
  of	
  being	
  a	
  visionary,	
  someone	
  who	
  has	
  the	
  enthusiasm,	
  excitement,	
  and	
  
drive	
  to	
  successfully	
  lead	
  an	
  organization,	
  stems	
  from	
  taking	
  the	
  time	
  and	
  making	
  the	
  effort	
  
to	
  create	
  a	
  vision.	
  	
  This	
  can	
  take	
  place	
  on	
  a	
  very	
  personal	
  level,	
  as	
  it	
  has	
  for	
  me,	
  or	
  it	
  can	
  be	
  
at	
  a	
  public	
  level	
  for	
  an	
  organization.	
  	
  Though	
  there	
  are	
  many	
  other	
  parts	
  to	
  leadership	
  
beyond	
  creating	
  the	
  vision,	
  that	
  was	
  not	
  the	
  focus	
  of	
  this	
  paper.	
  	
  	
  
It	
  was	
  clear,	
  taking	
  into	
  account	
  the	
  information	
  researched,	
  that	
  creating	
  a	
  
powerful	
  vision	
  statement	
  consists	
  of	
  the	
  following:	
  	
  an	
  understanding	
  that	
  vision	
  
statements	
  must	
  be	
  powerful	
  enough	
  to	
  invoke	
  images	
  and	
  produce	
  change;	
  require	
  a	
  deep	
  
and	
  reflective	
  inventory	
  of	
  the	
  current	
  mission	
  and	
  assessing	
  strengths	
  and	
  weaknesses;	
  
determine	
  what	
  is	
  needed	
  in	
  order	
  to	
  accomplish	
  goals	
  for	
  the	
  future;	
  and	
  prepare	
  ones’	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   8	
  
self	
  or	
  an	
  organization	
  to	
  exercise	
  (or	
  acquire)	
  the	
  courage	
  necessary	
  to	
  evoke	
  the	
  change	
  
needed	
  to	
  make	
  the	
  vision	
  a	
  reality.	
  
	
   An	
  anonymous	
  quote	
  sums	
  up	
  the	
  story	
  behind	
  this	
  research	
  paper:	
  	
  “Dissatisfaction	
  
and	
  discouragement	
  are	
  not	
  caused	
  by	
  the	
  absence	
  of	
  things	
  but	
  the	
  absence	
  of	
  vision."	
  	
  
Though	
  the	
  task	
  of	
  becoming	
  and	
  being	
  an	
  administrator	
  can,	
  at	
  times,	
  seem	
  
overwhelmingly	
  discouraging,	
  crafting	
  an	
  action-­‐inspiring	
  vision	
  will	
  most	
  certainly	
  bring	
  
future	
  administrators	
  both	
  satisfaction,	
  and	
  encouragement	
  and	
  prepare	
  one	
  for	
  leading	
  
organizations	
  in	
  a	
  positive	
  direction	
  towards	
  impending,	
  and	
  the	
  actual,	
  success.	
  
	
  
	
  
	
  
	
  
	
  
	
   	
  
	
  
	
  
	
  
	
   	
  
Visions	
  Statements:	
  	
  A	
  MUST	
   9	
  
Works	
  Cited	
  
	
  
Aristotle.	
  	
  Nicomachean	
  Ethics.	
  	
  (W.	
  D.	
  Ross,	
  Trans.)	
  	
  The	
  University	
  of	
  Adelaide,	
  
eBooks@Adelaide).	
  
	
  
Luthans,	
  F.,	
  &	
  Avolio,	
  B	
  .J.	
  (2003).	
  	
  Authentic	
  leadership	
  development.	
  In	
  K.	
  S.	
  Cameron,	
  J.	
  
E.	
  Dutton,	
  &	
  R.	
  E.	
  Quinn	
  (Eds.),	
  Positive	
  organizational	
  scholarship:	
  	
  Foundations	
  of	
  a	
  new	
  
discipline	
  (pp.	
  241–261).	
  	
  San	
  Francisco:	
  Barrett-­‐Koehler.	
  	
  
	
  
Sergiovanni,	
  T.	
  J.,	
  Kelleher,	
  P.,	
  McCarthy	
  M.	
  M.,	
  Fowler,	
  F.	
  C.	
  	
  Educational	
  Governance	
  and	
  
Administration,	
  6th	
  Edition,	
  2009,	
  Pearson	
  Education,	
  Inc.	
  
	
  
Thompson,	
  S.	
  	
  Getting	
  Real	
  About	
  Visionary	
  Leadership	
  for	
  Progress	
  in	
  Education,	
  New	
  
Horizons	
  for	
  Learning,	
  John	
  Hopkins	
  University	
  School	
  of	
  Education,	
  August	
  2003.	
  
	
  
Nanas,	
  B.	
  	
  (1992).	
  	
  Visionary	
  Leadership:	
  	
  Creating	
  a	
  compelling	
  sense	
  of	
  direction	
  for	
  your	
  
organization.	
  	
  San	
  Fransisco,	
  CA:	
  	
  Jossey-­‐Bass,	
  Inc.	
  
	
  
	
  

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Vision--A MUST - Final Paper

  • 1. Visions  Statements:    A  MUST   1                       Visions  Statements:    A  MUST—Personal,  Professional,  and  Organizational     Lori  S.  Jacobson     Organization  of  American  Schools  –  EDUC  6540     Dr.  Bart  Reynolds     October  20,  2013          
  • 2. Visions  Statements:    A  MUST   2     Visions  Statements:    A  MUST—Personal,  Professional,  and  Organizational   In  August  of  2013  a  new  journey  begin:    after  many  years  as  a  business  educator,  a   decision  was  made  to  return  to  school  and  seek  additional  training  to  advance   opportunities  and  become  an  administrator.    Excitement,  enthusiasm,  and  interest  were   high  as  delving  into  study  topics  brought  enlightenment  and  understanding  with  regards  to   the  educational  process  and  its  historical  framework  in  this  great  country.    Unfortunately,   however,  the  bright  light  of  anticipation  and  excitement  slowly  dimmed  with  each  chapter   read-­‐-­‐hitting  a  new  peak  in  trepidation  as  actual  duties  and  perspectives  from  those  “in  the   trenches”  (teachers  and  administrators)  expressed  major  concerns  about  increased   workloads,  frustrations,  heavier  responsibilities,  less  authority,  and  many  other  complex   and  ambiguous  challenges  (Sergiovanni,  p.  190-­‐192.    The  light  and  previous  excitement   began  to  fade  as  realities  of  the  role  of  an  administrator  in  today’s  highly  complex  and   changing  society  were  made  manifest.    Similarly,  recent  readings  on  leadership  in  general   stressed  the  importance  of  having  a  positive  attitude:    “The  authentic  leader  is  confident,   hopeful,  optimistic,  resilient,  transparent  .  .  .  “  (Luthans  and  Avolio,  2003,  p.  243).    What   happened  to  the  positive  attitude  towards  accomplishing  an  important  task  or  mission?     With  a  festering,  fearful,  nagging  thought  about  moving  forward  in  a  field  with   monumental  upheaval  and  commotion,  the  task  of  writing  the  first  research  assignment   loomed  ahead.    Frustrations  with  finding  material  for  the  topic  selected  only  amplified  the   gloomy  prospect  for  the  assignment  and  the  overall,  all-­‐consuming  task  of  working  to   become  an  effective  administrator  taunted  a  previously  firm  resolve.    What  happened  to   drive  and  passion?    What  would  rekindle  creative  excitement?    A  forced  change  of  topic  for  
  • 3. Visions  Statements:    A  MUST   3   the  assignment  (finding  sources  for  the  original  first-­‐choice  topic  was  difficult)  brought  the   answer  in  one,  simple  word:    vision.     Without  vision,  the  complexity  of  many  tasks  at  hand  can  become  overwhelming— as  personally  experienced  in  this  process.    More  than  likely,  this  was  not  a  solo   experience—there  must  be  others  who  have,  at  moments,  have  had  similar  trepidations.     What  comprises  an  effective,  motivating  and  powerful  vision—one  that  can  see  an   individual  or  an  organization  through  the  mud  and  the  muck  that  will  sure  come  along  a   journey  of  growth  and  achievement?       Having  a  personal  vision  statement  has  always  been  empowering  for  me.    Living   true  to  it—to  love,  to  learn,  to  lift—has  been  sufficient  for  me  in  my  personal  life.    This   undertaking,  for  most  students  at  this  stage,  will  require  a  career/professional  vision—one   that  may  stem  from  a  personal  mission,  but  most  likely  will  need  to  stretch  and  propagate.     Expanding  and  broadening  vision  can  bring  inspiration  and  the  return  of  passion  to  any   worthwhile  endeavor.    So  what  is  the  best  way  to  create  a  vision  statement  that  will   provide  the  necessary  strength  and  structure  to  successfully  maneuver  both  my  current   educational  process  and  my  future  ability  to  jointly  create,  implement,  and  institutionalize   an  impactful  vision  for  future  organizations?   Fortunately,  the  research  on  creating  vision  is  substantial,  enthusing,  and  edifying.     This  paper  will  present  viewpoints  on  creating  vision  statements.    These  suggestions  are   founded  on  scholarly  research  and  can  be  used  to  create  any  type  of  vision  statement,  be  it   personal,  professional,  and  organizational,  etc.    The  scope  of  the  paper  will  not  address  the   process  of  implementation  or  ongoing  stabilization  of  those  visions.  
  • 4. Visions  Statements:    A  MUST   4   Scott  Thompson,  Assistant  Director  of  the  Panasonic  Foundation  and  Editor  of   Strategies,  sharing  ideas  from  his  book,  Hidden  Within  Reach:  Spiritual  Leadership  for   Educational  Progress,  said  the  following  (Thompson,  2003):   We  need  to  make  a  sharp  distinction  between  a  vision  statement  –  words  on  paper  –   and  the  vision  itself,  which  is  more  of  a  living  power.  While  the  vision  or  mission   statement  often  serves  a  necessary  purpose,  the  fundamental  question  –  the   measure  of  a  vision's  power  –  is  what  stays  in  thought  or  in  the  heart  when  you  put   aside  the  words  on  paper.  A  vision  that  is  original  and  powerful  should  plant  an   image  in  consciousness  that  provokes  deep  feelings,  that  stirs  a  sense  of  possibility   and  inner  commitment.     It  is  this  “image  in  consciousness”  that  provokes  deep  feelings  and  ensures  stability   for  maneuvering  the  unending  upheaval  of  the  current  administrative  field.    It  will  provide   the  necessary  structure  and  foundation  for  all  strategies,  and  implementations  of  those   strategies  that  will  surely  follow.   Many  prominent  authorities  on  leadership  such  as  Bennis,  Nanus,  Covey,  Blanchard,   and  others,  have  written  and  shared  extensive  information  on  how  important  vision  is  to   leadership.    With  multiple  definitions  of  “vision,”  it  appears  that  all  powerful  vision   statements  have  the  capacity  to  provoke  and  stir  a  mental  image  or  picture  in  stakeholders   to  spur  action  towards  the  attainment  of  a  goal—no  matter  what  the  challenges  or  fears  that   may  accompany  those  tasks  and  the  resulting  goals  and  systems  that  will  be  put  into  place.   Scott  Thompson  (Thompson,  2003)  made  another  critical  point  when  he  said,  “Only   after  personal  visions  have  been  broadly  cultivated  should  the  work  of  developing  a  shared   vision  commence.    The  essence  of  that  work  is  dialogue”  (italics  added  for  emphasis).    As   future  administrators  who  will  lead  the  process  of  change  and  reform  for  large   organizations  and  work  collaboratively  with  others  to  draft  vision  statements,  it’s   imperative  to  know  ourselves  and  understand  what  our  personal  vision  is—as  a  distinctive  
  • 5. Visions  Statements:    A  MUST   5   individual.    This  will,  more  than  likely,  require  that  we  do  some  personal  introspection  and   overall  evaluations  of  our  strengths,  weaknesses,  opportunities,  and  threats  (basic  SWOT   analysis  in  more  general  terms).    Perhaps  as  a  future  administrator,  one  must  pause  at  the   beginning  of  training  to  look  inside  ones’  self  very  acutely,  conceivably  even  more  deeply   than  we  have  previously  done,  and  determine  who  we  are  and  what  we  have  to  offer  our   future  constituents.    By  strengthening  and  revamping  our  own  personal  vision  statement   and  beliefs  in  ourselves,  we  will  then  be  more  equipped,  as  Thompson  has  clarified,  to   engage  in  the  work  required  for  visionary  leadership  (Thompson,  2003).    In  Nanas’  book  on   visionary  leadership,  he  refers  to  this  process  as  the  “Vision  Audit.”    Start  with  the  current   mission  and  or  purpose  and  determine  what  is  needed  in  order  to  succeed  (Nanas,  1992).       Taking  stock  of  an  existing  vision  requires  an  assessment  and  understanding  of  the   basic  mission  and/or  end  goal.    What  has  previously  been  done,  why  was  it  done,  and  how   successful  have  efforts  been?    Is  the  current  view  and  personal  assessment  of  self  (or  the   organization)  accurate?    These  questions  and  this  process  can  and  should  also  extend  to  the   next  level  of  vision-­‐building—vision  creation  in  a  future  organization.    Taking  stock  of  the   current  mission  will  be  critical;  what  is  the  vision,  how  has  it  been  implemented,  and,  most   importantly,  what  was  lacking  and  what  direction  must  we  pursue  for  future  success?    The   emerging  vision  needs  to  be  future  focused.    Where  should  future  efforts  lead  us?   Understanding  what  should  be  changed  and  what  should  not  be  changed  is  another   important  step  in  the  journey  of  drafting  a  vision  statement.    In  a  Harvard  Business  Review   article  on  vision  creation,  the  authors  shared  the  following  advice:   Truly  great  companies  understand  the  difference  between  what  should  never   change  and  what  should  be  open  for  change,  between  what  is  genuinely  sacred  and   what  is  not.  This  rare  ability  to  manage  continuity  and  change—requiring  a   consciously  practiced  discipline—is  closely  linked  to  the  ability  to  develop  a  vision.  
  • 6. Visions  Statements:    A  MUST   6   Vision  provides  guidance  about  what  core  to  preserve  and  what  future  to  stimulate   progress  toward  (Collins  and  Porras,  1996).       Their  message  was  drafted  for  businesses  and  companies,  but  can  easily  be  extended  to   include  individual  vision  making  journeys,  as  well  as  vision  creation  for  other   organizational  types-­‐-­‐i.e.,  educational.    Assessing  what’s  good  and  what’s  bad  in  one’s  self   or  in  an  organization  and  determining  what  should  be  preserved  and  what  should  be   chucked  is  a  key  component  of  constructing  powerful  visions.    A  critical  look  at  underlying   values  is  imperative;  whether  that  is  on  a  personal  level  or  an  organizational  level—the   same  need  and  principle  must  be  applied.   Another  step  in  the  process  of  vision  creation  is  having  a  “present”  core  and  a   “future”  core  focus.    A  vision  must  take  into  account  the  current  state,  as  well  as  a  future,  or   visionary  state.      Thompson  refers  to  this  as  a  yin  and  yang  component  of  vision   (Thompson,  2003).    The  yin  being  the  “constants”  and  the  yang  being  the  “vision  for  the   future.”    The  envisioned  future  is  what  we  aspire  to  become,  to  achieve,  to  create— something  that  will  require  significant  change  and  progress  to  attain.    Returning  to  the   SWOT  analysis,  the  examinations  of  strengths  might  be  a  starting  point  in  determining   what  should  be  kept—our  core.    Sometimes,  however,  it’s  important  to  see  that  some   assets,  taken  to  an  extreme,  can  actual  become  liabilities.    Honest  assessment  of  core   themes  is  imperative.    Once  again,  this  can  be  done  on  a  personal  basis,  but  it  can  also  be   done  on  the  path  to  organizational  formulations  for  vision  assessment  and  creation.     Another  phase  in  vision  construction  is  recognizing  that  inspiring  vision  will   necessitate  courage  for  change.    When  looking  at  the  weakness  component  of  SWOT   analysis,  it  becomes  clear  that  some  things  will  require  change—some  weaknesses  must  be   eliminated.    It  takes  courage  to  be  completely  honest  with  the  vision  audit  and  make  
  • 7. Visions  Statements:    A  MUST   7   necessary  changes  to  achieve.    Aristotle  referred  to  courage  as  the  first  of  human  virtues  or   qualities  because  it  makes  and  guarantees  all  other  virtues  possible  (Aristotle).    Often   recognizing  what  changes  need  to  be  made  in  a  self-­‐reflection  or  organization-­‐reflection   process  is  a  frightening  undertaking.    It  more  than  likely  will  require  changing  the  status-­‐ quo,  making  unpopular  decisions,  adding  new  skill  sets  to  our  weaponry,  or  becoming   something  that  rattles  chains  in  others  around  us  throughout  in  the  process.    One  positive   note  though,  is  that  courage  is  a  “learned”  skill.    Anyone  can  learn  to  be  more  courageous.       Oftentimes  our  current  mode  of  operation  is  not  sufficient  when  presented  with  more   difficult  and/or  more  responsible  tasks  with  regards  to  leadership.      Assessing  our  current   vision  will  require  that  we  look  at  the  systems,  structures,  assumptions,  and  belief  systems   that  permeate  the  current  vision.      Stepping  even  farther  down  the  path  of  courage  will  beg   us  to  consider  and  scrutinize  what  new  values,  skills,  and  operative  strategies  will  be   necessary  to  become  future  oriented  for  our  new,  and  forming  vision.     The  art  of  being  a  visionary,  someone  who  has  the  enthusiasm,  excitement,  and   drive  to  successfully  lead  an  organization,  stems  from  taking  the  time  and  making  the  effort   to  create  a  vision.    This  can  take  place  on  a  very  personal  level,  as  it  has  for  me,  or  it  can  be   at  a  public  level  for  an  organization.    Though  there  are  many  other  parts  to  leadership   beyond  creating  the  vision,  that  was  not  the  focus  of  this  paper.       It  was  clear,  taking  into  account  the  information  researched,  that  creating  a   powerful  vision  statement  consists  of  the  following:    an  understanding  that  vision   statements  must  be  powerful  enough  to  invoke  images  and  produce  change;  require  a  deep   and  reflective  inventory  of  the  current  mission  and  assessing  strengths  and  weaknesses;   determine  what  is  needed  in  order  to  accomplish  goals  for  the  future;  and  prepare  ones’  
  • 8. Visions  Statements:    A  MUST   8   self  or  an  organization  to  exercise  (or  acquire)  the  courage  necessary  to  evoke  the  change   needed  to  make  the  vision  a  reality.     An  anonymous  quote  sums  up  the  story  behind  this  research  paper:    “Dissatisfaction   and  discouragement  are  not  caused  by  the  absence  of  things  but  the  absence  of  vision."     Though  the  task  of  becoming  and  being  an  administrator  can,  at  times,  seem   overwhelmingly  discouraging,  crafting  an  action-­‐inspiring  vision  will  most  certainly  bring   future  administrators  both  satisfaction,  and  encouragement  and  prepare  one  for  leading   organizations  in  a  positive  direction  towards  impending,  and  the  actual,  success.                          
  • 9. Visions  Statements:    A  MUST   9   Works  Cited     Aristotle.    Nicomachean  Ethics.    (W.  D.  Ross,  Trans.)    The  University  of  Adelaide,   eBooks@Adelaide).     Luthans,  F.,  &  Avolio,  B  .J.  (2003).    Authentic  leadership  development.  In  K.  S.  Cameron,  J.   E.  Dutton,  &  R.  E.  Quinn  (Eds.),  Positive  organizational  scholarship:    Foundations  of  a  new   discipline  (pp.  241–261).    San  Francisco:  Barrett-­‐Koehler.       Sergiovanni,  T.  J.,  Kelleher,  P.,  McCarthy  M.  M.,  Fowler,  F.  C.    Educational  Governance  and   Administration,  6th  Edition,  2009,  Pearson  Education,  Inc.     Thompson,  S.    Getting  Real  About  Visionary  Leadership  for  Progress  in  Education,  New   Horizons  for  Learning,  John  Hopkins  University  School  of  Education,  August  2003.     Nanas,  B.    (1992).    Visionary  Leadership:    Creating  a  compelling  sense  of  direction  for  your   organization.    San  Fransisco,  CA:    Jossey-­‐Bass,  Inc.