https://digitalhealth.blog.gov.uk/2018/07/25/how-to-co-create-a-vision-statement/

How to co-create a vision statement

As a product manager at the Department of Health and Social Care (DHSC), my job revolves around supporting colleagues to deliver better services and products. Sometimes this means pairing with a team for a longer period of time and sometimes it’s a quick meeting, an email or a workshop. In this post I’m going to share a method I used to help a team write a vision for an internal product within the department.

Context

The team who requested our help already had an existing product. It was pretty good but wasn’t perfect. They knew a couple of features that needed to be delivered and had some user research to back it up. The one thing that seemed to be lacking was direction moving forward and what to work on next.

So an hour-long workshop was set up to help the team clarify a direction.

Agenda of the workshop

Why do a vision statement?

Firstly, I walked through with the team the value in a good vision statement.

I shared that for me it mostly boils down to:

  • having an end-state to strive towards
  • have something short and snappy to be aiming for
  • they can unite a team and organisation into action and creativity
  • they help in decision making (for example, when making tough decisions you can look at it and ask yourself: "are we getting closer to achieving the vision by doing X over Y?")
  • it is great for stakeholders. You can get their buy-in by letting them add to the vision, and it gives them clarity on what you are working towards

Others have more eloquently summed up the value, suggesting:

  • the vision is what makes or breaks a product or service
  • a good vision solves a bigger problem
  • a good vision is the difference between transforming something and redesigning it
  • a good vision challenges and moves us all on

Examples

Next I quizzed the teams on some examples, asking which organisations these visions belong to – have a go yourself:

To be Earth's most customer-centric company; to build a place where people can come to find and discover anything they might want to buy online

Leading the nation’s health and social care to help people live more independent, healthier lives for longer.

To become the customers’ favourite for food-on-the-go

What a good vision statement looks like

I then explained what a good vision usually looks like. I suggested the team aim for something that:

  • is concise (average 14 to 15 words)
  • is clear
  • is memorable
  • is ambitious
  • is linked to business/user goals
  • describes a unique outcome that the solution can provide

This post is also a nice summary of 10 principles for a better product vision, which you could share and go through with a team.

Base the vision on the needs of users

Before the event I asked the team to share the evidence they had collected. I wanted them to be immersed in the research they had already done. I also wanted them to write something that would be steeped in real user needs.

So on the day I found a wall and put up posters with the following on them:

  • what users need
  • what the business wants
  • risks and pain points

Underneath these headings I stuck up a sample of answers to these questions that I had plucked from the existing research. In addition to this I had found evidence and research from other teams outside of DHSC who were building something similar and had that in full view too.

On the day, I asked the team to spend time looking at what I had and asked them to add anything missing. This started a great discussion and left us with a great list of needs we could base our vision on.

This activity was very much inspired by the exotically named evidence safari exercise.

Vision co-creation

Before creating our first draft vision, I added some last minute caveats the team should not forget:

  • the vision should and will change over time
  • this is a first draft – don’t worry, it won’t be perfect
  • visions are more valuable when senior stakeholders agree to them

After the caveats we got into the nitty-gritty.

I wanted the group of 4 to co-create the vision from the very start. They had all the evidence in front of them and knew what people needed from the service.

I wanted them to:

  • go off individually for 5 minutes and write a draft vision
  • come back and pair up and write a new version together
  • then all get back together again and write another version picking the best bits from everyone’s versions to create a vision everyone was happy with

This was inspired by the 1-2-4 all technique.

However, time began to run out so I ditched the first part. I spilt the 4 into pairs and they went off and wrote 2 first drafts. I then brought the 2 pairs back together and we all shared our draft visions and attempted to consolidate them into one.

The team were brilliant and began highlighting the bits they liked without any direction from me. They cracked on and tried to construct one that represented all the best parts.

It was really great to see. It’s not an easy thing to do but the team were really constructive with comments and worked through it.

By the end of the session we had a first draft.

Next steps

While a good vision can be powerful, I knew in this case it wouldn’t magically solve everything for the team. So I invested a bit of time after the event to write up all the things we had created (such as the list of what users need and what the business wants) and some advice on what to do next now they have this vision in their arsenal.

I suggested they:

  • approach stakeholders for comments and get buy-in
  • use it to ramp up the conversation of what happens next
  • could use the list of what users need to form a new product backlog
  • use that list to decide what work they should be doing next and what can come later (informed by their vision statement if needed)

Feedback

Lastly I also asked for feedback on the workshop (feedback is always good) – here it is:

I think it was helpful in getting down issues on paper. Feedback, we probably needed slightly more time but not a whole lot more.

It was a useful session. I loved the relaxed way that you ran it.

My favourite bit was when we brought together our statements and used the different parts to reach the big statement – this is a very effective way of bringing the best of different perspectives together. I agree that it felt too short, even though we did overrun a bit. People do get worn out in long sessions though. So I would say probably 1.5–2 hours.

Thanks so much for yesterday – I thought it was a great session and very well run.

Suggestions for next time

If you are thinking of running a session yourself, you should:

  • make sure the session is at least 90 minutes – one hour is too short
  • allow time for people to review the research properly – have it clear and easy to consume
  • be enthusiastic, make it inclusive to all and make it a safe space to discuss and give constructive criticism
  • find a nice space to do it in where people can wander off and work in smaller groups and come back as a whole
  • make sure you send further suggestions about what to do next
  • make it feel fun

Leave a comment

We only ask for your email address so we know you're a real person