Mission Vision Values Template

Mission driven organizations have more engaged employees, higher employee retention, better organizational alignment, the ability to attract top talent, differentiation in the market and stronger customer loyalty to name a few.

Admittedly, our B2B SaaS company lacked a compelling mission, vision and values.

It was more the market tailwinds and initial product market fit that enabled us to grow quickly ($2M to $18M ARR). But once competition flooded the market, our position wasn't defensible.

If we had a stronger mission and vision, paired with more experienced product leadership, the opportunity was there for us to grow to $100+ million in annual recurring revenue. I mean we had acquired every major high growth tech company as our customer. You name it: Snowflake, Yelp, Groupon, Uber, Stripe... the list goes on.

But it didn't last. We eventually lost our way. Rudderless, with an uninspiring mission, constantly changing vision, and aspirational values that employees didn't actually live day to day.

I'm sharing this framework, so you don't make the same mistakes as us.

Click "Add to Cart" on the right. Then checkout to use this free Mission Vision Values template. You will immediately receive a link to the Google Sheet, which you can also convert into an  excel file.

The template includes the following tabs:

• ‍Instructions: instructions on how to use this template most effectively.
• ‍Mission Vision Values Template: a blank template for you to copy and document your mission, vision and values.
• ‍Mission Vision Values Template Example: an example of what a B2B SaaS company's mission, vision and values may look like.
• ‍BONUS Go-to-Market Checklist: a step by step list of activities to complete when going to market with a new product.

Here's how I recommend you develop your mission, vision and values to achieve your company's full potential:

1. Mission: Define your purpose and the fundamental reason your company exists. Identify the problems you aim to solve and the impact you aspire to make.
2. Vision: Envision the future state you want your company to achieve. Create a compelling and inspiring picture of what success looks like.
3. Values: Determine the core principles and beliefs that guide your company's behavior. Identify the qualities and characteristics you want your company to embody.
4. Align stakeholders: Engage key stakeholders, including employees and leaders, in the process. Seek their input and ensure their alignment with the mission, vision, and values.
5. Communicate and embed: Clearly communicate the mission, vision, and values to all stakeholders. Integrate them into your company's culture, decision-making, and practices.

Click “Add to Cart” on the right and then checkout. You will immediately receive a link to the Google Sheet.

If you run a go-to-market team at a B2B SaaS company, check out these templates as well:

• Brand Guidelines Template
• Voice of the Customer Template
• Marketing Calendar Template
• View Template Bundles