A Guide to Visioning: How it works

Having a Vision gives you an internal compass that helps you navigate life, both professionally and personally.

Having a clear Vision in place helps you filter out distractions from opportunities so you can make better decisions, faster.

What is Visioning?

Visioning is the process of defining what success looks like for you at a specific point in the future. Whether it’s short or long term, a Vision is all about the evidence you’ve gotten to where you wanted to go.

You can let your future happen to you, or you can make your future happen. And It is incredibly powerful to know that while there is so much you cannot control in the world around you, you can be intentional and proactive about the future you create for yourself.

How it works

Over the past several years I’ve developed a three-level process to help people accelerate their Vision.

Level 1: Clarify Your Vision,

Level 2: Refine Your Vision

Level 3: Align Your Vision

Each intensive level builds on the one before it:

Clarify: Get rid of the noise and get crystal-clear on where you’re headed.  In this level you’ll go far beyond surface-level goals by peeling back the layers and connecting the dots around what has led you to where you are.  Then it’s time to take stock of where you are now. From there you’ll clarify your personal set of Core Values and your Core Mission, and then determine the non-negotiables for your long-term Vision.  By the end of this level you’ll have the first draft of your Vision in hand.

Refine: Go from first draft to complete, finalized Vision.  You’ll start this level by prepping your mindset for an intensive process of diving even more deeply into each facet of your Vision – Personal, Professional, Financial, Spiritual and Relational growth. You'll learn the 10 techniques I've utilized with Visionaries around the world to refine their Vision effectively and how to apply each one. Once you've completed this course you'll have a comprehensive, fleshed out document. If you work with others or have a team, you can utilize this fully articulated Vision to help them see the future as clearly as you do and engage them in making it happen.

Align: Create the Roadmap to get where you want to go.  Level 3 is where you’ll work backwards for your fully fleshed-out Vision and determine how to start making it happen.  This process starts with plotting out the milestones in your Vision to determine your short and long-term priorities. From there I’ll show you how to focus in on year 1 and identify the driving forces that will ensure everything else falls into place.  You’ll break that down even further into benchmarks, weekly questions and celebrations to complete your 90 Day Roadmap. And instead of coming away with an old-school list of to-do’s I’ll take you through a mind mapping process to ensure your next steps of action are have you doing the right work at the right time.  I’ll also walk you through how to recalibrate your Roadmap on a weekly and monthly basis and do a full reset every 90 days.

Results you can expect

The word I hear most often from Visionaries that go through this process is clarity. With your Vision in place you’ll have an invaluable filter between what’s an opportunity and what’s a distraction so you can make better decisions, faster.  With your Vision and Roadmap in place, you may be surprised with how quickly things will start accelerating from there.

Visioning is not a silver bullet

I always tell people that I will help them write a Vision but I will not help them write a fantasy.

  • Your Vision has got to be at the intersection of exhilarating and realistic.

  • You can have the most phenomenal Vision and the most impressive Roadmap, but if you create both and use neither, not much is going to change.

  • With your Vision in place you’ll still have challenges. Lots of them. As one of my mentors, Zingerman’s co-founder Ari Weinzweig says, being a Visionary just means that you’ll start to have better and better challenges instead of the same challenge again and again.

How to get started

If you’d like to get started with Visioning today, you can enroll in my online course which will walk you through all three levels at your own pace. If you’d prefer to be guided through this process in a one-on-one session with me (either in-person or over video call), please reach out so we can schedule a time to talk. If you’re interested in a workshop, either for your team or up to 15 fellow executives, entrepreneurs or mastermind participants I’d love to learn more about your group.