Mission, Vision & Values Workshop Facilitation Toolkit
In-Person & Online Edition
Your Workshop in a Box
Everything you need to design and deliver a powerful one-day Mission, Vision & Values workshop face-to-face or online, that works every time.
This complete, ready-to-use toolkit helps you lead an engaging and productive session where participants co-create distinctive Mission, Vision, and Values statements tailored to their organization. Whether the group is starting from scratch or refreshing existing statements, the activities are structured to deliver meaningful results, team alignment, and actionable outputs. Both in-person and online activities and resources (eg. for Zoom or Teams sessions) are included in the toolkit.
Why Choose This Toolkit?
- Save days of preparation – no need to build agendas, slides, or materials from scratch.
- Run flexibly – deliver in one full day, split into two half-days, or adapt into shorter sessions.
- Online and in-person options – use either face-to-face or on Teams or Zoom. If you have a Miro or Mural virtual whiteboard account or set one up, you can copy and use the Miro and Mural templates provided. Or, if you’re working online, the worksheets can be used with participants.
- Proven success – every step has been tested with organizations across industries and sectors.
- Engage your group fully – interactive activities balance creativity, logic, and collaboration.
- Deliver real outcomes – participants leave with draft Mission, Vision, and Values that can be polished and adopted.
- Grow your confidence – step-by-step facilitator notes guide you through every activity.
- Direct support – email Dr. Jo North, toolkit author, for advice and preparation help.
What’s Inside the Toolkit?
Facilitator Resources
- Detailed step-by-step agenda – complete timings, activity instructions, and facilitation tips.
- Facilitator’s Notes – includes scripts, prompts, and advice to keep energy high and discussions productive, including in-room and online facilitaton tips.
- Fully editable PowerPoint slides – ready to brand and adapt for your organization.
Delegate & Activity Materials
- Printable participant agenda – clear schedule so everyone knows the journey.
- Creative picture resource pack – visual prompts to spark values conversations.
- Company Values Word Grid – 200+ prompt words to inspire distinctive values.
Checklists & Equipment Guides
- Comprehensive materials list – from sticky notes to flipcharts, so nothing is missed.
- Optional creative supplies – for collage and visioning activities (magazines, images, or even LEGO® for 3D options).
Support
- Direct email access to the author Dr. Jo North for workshop preparation questions.
Example Agenda Highlights
- Warm-up icebreaker – picture-based activity to surface what participants value most.
- Mission session – structured “5 Whys” exercise and stakeholder mapping to define core purpose.
- Vision session – creative group work (“Wouldn’t it be fantastic if…?”) with collages and aspirational statements.
- Values sessions – interactive clustering, voting, and practical definitions to bring values to life.
- Action planning – 30/60/90-day planning so outputs are ready to implement immediately.
FAQs
What will I receive when I purchase?
You’ll receive everything you need to deliver the full workshop: facilitator notes, editable slides, delegate handouts, printable picture resources, creative values prompts, and a complete equipment checklist. If you’d like to run the session online, you’ll also receive guidance on how to access you Miro or Mural templates, should you wish to use them. These are not necessary for the online session, but the resources are there for you, should you choose to use them.
How will I receive the materials?
All resources are provided as digital downloads straight after purchase.
What if I have questions about using the toolkit?
You can email jo@bigbangpartnership.co.uk with any questions. You’ll receive a reply within two working days.
Can this toolkit be used if the workshop is being facilitated via Microsoft Teams or Zoom? Are there specific tools recommended for remote facilitation?
Yes, the toolkit includes everything you need to facilitate an online session. This includes facilitation guidance and tips, and optional Miro and Mural whiteboard templates, should you wish to use them.
What’s your refund policy?
As digital resources are considered opened at the point of purchase, no returns are accepted. You can view the agenda and contents in full before buying.
Lead Workshops with Confidence
With this toolkit, you can step into the room knowing you have everything prepared to run a collaborative, creative, and results-driven Mission, Vision & Values workshop.
👉 Download now and be ready to deliver a workshop that inspires, unites, and drives your organization forward.
