Why We Start With Mission, Vision & Values Before Strategic Planning
Most strategic planning starts with the numbers: Revenue goals. Growth targets. Market expansion.
But here's what I've learned after over a decade of working in corporate: if your strategic plan isn't rooted in your mission, vision, and values, you're building on shaky ground.
You might hit your revenue goals and you might even scale, but you'll likely end up exhausted, misaligned, and wondering why success doesn't feel the way you thought it would.
For that reason, we start every Momentum Map VIP Week with getting crystal clear on your brand foundations before we even touch your strategic plan.
Your Business Should Support Your Life (Not Consume It)
When I work with clients, we uncover your business vision, but we take it one step further to uncover your personal vision as well.
What do you want your life to look like in the next 5-10 years?
Your business plan and your life plan aren't separate; they're interconnected. And if your strategic plan doesn't account for the life you actually want to live, your building a plan towards misalignment and you're ultimately setting yourself up for burnout.
During the Momentum Map VIP Week, I’ll ask you to consider questions like:
How many hours do you want to work each week?
Do you want time freedom to spend with family or pursue personal interests?
Are you dreaming of location freedom to travel or live wherever you choose?
Are you building something you'll eventually sell, or creating a legacy you'll run for decades?
What kind of impact do you want to have in the world?
The answers to these questions are foundational to your action plan. Because if we're mapping out your next 12 months without understanding where you're actually trying to go, we're just guessing.
Mission, Vision & Values: Your Strategic North Star
Your mission, vision, and values serve as your brand foundations and your decision-making framework.
Your mission tells you why you do what you do. It grounds you in purpose when things get hard.
Your vision shows you where you're going. It's the future state you're building toward—both in business and in life.
Your values guide how you'll get there. They help you make choices about which projects to pursue, which clients to serve, which team members to hire, and which opportunities to pass on.
When these three elements are clear, strategic planning becomes so much easier. You're not chasing every opportunity or reacting to every trend. You're making intentional decisions that move you closer to the business and life you actually want.
Why Most Strategic Plans Fall Short
I've seen founders create beautiful strategic plans that never get executed. Not because they lacked capability or resources, but because the plan was built on assumptions instead of alignment.
You can prioritize projects that look good on paper but don’t align with your values.
You can set growth targets without considering whether that growth would support or sabotage your personal life.
You can focus on what you think you "should" do instead of what you actually want to create in the first place.
And you’ll only end up with a strategic plan that sits in a drawer while you continue operating in reactive mode.
Creating a Strategic Plan That Actually Works
When your mission, vision, and values are clear, everything changes.
You know which projects deserve your attention and which ones to park for later.
You can communicate your vision clearly to your team, so everyone's moving in the same direction.
You make decisions faster because you have a framework to evaluate opportunities against.
You build a business that supports the life you want rather that consumes it.
This is why starting the Momentum Map VIP Week with brand foundations is so critical. We get clear on your mission, vision, and values first. Then we use those as the lens through which we evaluate your business and create your strategic plan.
What the Momentum Map VIP Week Looks Like
The Momentum Map VIP Week is a one-week intensive designed to give you strategic clarity and a concrete 12-month roadmap.
Here's what we cover:
After we define (or refine) your mission, vision, and values, we assess seven key areas of your business:
Financial Steadiness – Revenue streams, pricing, profitability, and sustainability
Marketing & Visibility – How your customers find you
Operational Efficiencies – Systems, tools, and workflows that support ease and consistency
Team Growth & Development – Capacity, communication, and role clarity
Client Experience – How you deliver your work and create repeatable, values-aligned impact
Product Development & Innovation – Offer structure, scalability, and new opportunities
Personal Growth & Development – CEO capacity, leadership role, and lifestyle alignment
From this comprehensive audit, we identify your biggest gaps and highest-impact opportunities. Then we create a 12-month Strategic Plan with clearly prioritized projects that align with both your business goals and personal vision.
You walk away with:
A refined brand foundation (mission, vision, and values) that guides all future decisions
A business audit identifying key gaps and growth opportunities
A 12-month Strategic Plan with clearly prioritized projects
Voxer support for one week to help you launch your plan and stay on track
Learn more about the Momentum Map VIP Week →
The Right Projects at the Right Time
One of the biggest challenges visionary founders face is having too many good ideas and not enough clarity on what to work on first. When your mission, vision, and values are clear, prioritization becomes so much easier.
You're not asking "What should I do next?" You're asking "What will bring me closer to my vision while honoring my values and supporting the life I want to live?"
That single question becomes the filter for every opportunity, project, and decision.
Building Alignment From Day One
I learned the importance of alignment the hard way. Years ago, when I was still in corporate, I was living out of alignment. The work I was doing, the hours I was keeping, the disconnect between my values and my daily reality—it all took a toll. Living out of alignment drained my energy and eventually developed into a chronic illness.
That experience taught me just how critical alignment is.
When I launched Damn Good Systems, I made a commitment to myself and my clients: we would build businesses that support our lives, not consume them. We would create strategic plans rooted in purpose, not just profit. We would make decisions based on values, not just metrics.
I start every strategic planning engagement with mission, vision, and values because alignment isn't optional. If we get that foundation right, everything else becomes clearer.
Is the Momentum Map Right for You?
The Momentum Map VIP Week is perfect for purpose-driven founders who:
Are ready to step into their next phase of growth with clarity and purpose
Feel overwhelmed by all the moving pieces and need clear strategic focus
Want to scale their business while ensuring their systems and priorities align
Are looking to turn their vision into an actionable, strategic roadmap
Want to build a business that supports their life, not one that consumes it
If that sounds like you, I’d love to talk!
Book a Clarity Call and we'll discuss where you are, where you want to go, and whether the Momentum Map VIP Week is the right next step for your business.
Your vision is clear. Let's build the path to get you there.