Interested in navigating purpose, mission, value and culture? Check out this slide deck. Want to attend our next webinar? Become a Shiftup Explorer: https://shiftup.work/product/explorer-agility-innovation-qualification-program/

1. Jurgen Appelo
@jurgenappelo
Navigation
Purpose, mission, values, and culture
Thursday 15 October 2020, 9:00 CEST

3. Vision & Values
Photo by Anastasia Petrova on Unsplash
Vision = where is it worth going?
Values = how do we get there safely?

4. People need clarity
Clarity of vision and values brings motivation and productivity.
Photo by David Travis on Unsplash

5. https://www.goodreads.com/book/show/1758199.The_Leadership_Challenge
Kouzes & Posner
Exemplary leaders know that if
they want to gain commitment
and achieve the highest standards,
they must be models of the
behavior they expect of others.
- James Kouzes, Barry Posner

6. At the end of this session, you will…
Have a succinct summary of goal setting models
Know how to do use values effectively
Have two new canvases for vision and value

7. Goals (recap)
The 4 types of values
The 8 rules for values
Wrapping up
Navigation

8. The Goal Cube – a goal framework thinking tool
Why, What, and How
Hierarchy of goals
Different time scales
Many dependencies

9. Big Hairy
Audacious
Goal (BHAG)
Massive
Transformative
Purpose (MTP)
Vision
Mission
Start with Why
Moonshot
10x Goals

10. BHAGs, Moonshots,
10x Goals, and MTPs
only cover the Why
Note: time horizons
are shrinking!
What is Your Purpose?

11. Main focus on What, not How
Usually annual timeframes
Top-down implementations
Usually tied to compensation
Management by Objectives (MBO)

12. Key Performance Indicators (KPIs)
Make objectives measurable
Performance monitoring
Usually focused on growth
and delivery, not on discovery

13. https://bizzdesign.com/blog/business-performance-management-balanced-scorecards-and-the-decision-model/
Balanced Scorecard
The first model that
covers the entire
goal cube

14. Balanced Scorecard (BSC)
Starts with Why
Combines MBO with KPIs
Uses 4 different perspectives
But still annual and top-down

15. Objectives & Key Results
Committed objectives
Quarterly performance
To be achieved in full
Aspirational objectives
Bigger picture, riskier
High failure rate is OK
Objective Objective
Objective
Key Result Key Result Key Result Key Result
Key Result Key Result

16. Quarterly cycles
Mainly focused on discovery
and growth, not delivery
Dependencies in all directions
NOT tied to compensation!
Objectives & Key Results

17. Objectives & Key Results
Easy to combine with BHAGs, 10x Goals, Moonshots
Difficult (or impossible) to mix with MBO and BSC
Takes a long time to get used to and to get good at

18. North Star Metric
(One Metric That Matters)
Proxies for shareholder value
Total Users Acquired, Daily Active Users
Monthly Recurring Revenue
Proxies for customer value
Minutes of Player Activity per Month per User
Total Order Size per Customer
Transfers or Rides per Customer per Month
The North Star Metric is the single
metric that best captures the core value
that your product delivers to customers.

19. North Star Metric
(One Metric That Matters)
Laser focus on one metric
Usually focused on growth,
sometimes on discovery
Compounding goals
(“the bar keeps raising”)

20. One team goal per iteration
Combines easily with OKRs
Sprint Goal

21. Goal Setting Mash Up
BHAG / Moonshot
OKRs (some are bets)
maybe a North Star
Sprint Goals

22. https://www.designabetterbusiness.tools/tools/cover-story-canvas
Cover Story
Vision Canvas

23. What you love
What pays you
What
the world
needs
What
you’re
good at

24. Goals (recap)
The 4 types of values
The 8 rules for values
Wrapping up
Navigation

25. A lesson in humility
Integrity
Communication
Respect
Excellence
😂

26. Engagement or Addiction?
Photo by Florian Olivo on Unsplash

27. gyshido.com

28. Photo by Paweł Czerwiński on Unsplash Photo by Matteo Vistocco on Unsplash
Core
Aspirational
Permission-to-play
Photo by Masaaki Komori on Unsplash
Accidental
Photo by Paul Murphy on Unsplash
ValuesEnacted Desired
Inside
Outside

29. Patrick Lencioni
https://www.goodreads.com/book/show/12975375-the-advantage
An organization has integrity—is
healthy—when it is whole,
consistent, and complete, that is,
when its management,
operations, strategy, and culture
fit together and make sense.
- Patrick Lencioni

30. Goals (recap)
The 4 types of values
The 8 rules for values
Wrapping up
Navigation

31. 1. Make yourself special
Photo by Maxim Potkin on Unsplash
Values should help you stand out

32. 2. Keep it all meaningful
Photo by Aarón Blanco Tejedor on Unsplash
Values should
hurt sometimes

33. 3. Pick values together
Photo by Quino Al on Unsplash
They should come
from the core players

34. https://management30.com/practice/value-stories/

35. 4. Show what’s expected
Photo by Jurgen Appelo
Always lead by example

36. 5. Weave the values in
They should be the standard
for evaluation everywhere
Photo by Chris Bai on Unsplash

37. 6. Encourage speaking out
Photo by Vidar Nordli-Mathisen on Unsplash
Make it easy
to share good
and bad
experiences

38. Photo: Kamil Sowa

39. 7. Reward and discourage
Photo by Ariel on Unsplash
The good should be celebrated,
the bad should be addressed

40. The culture of any
organization is shaped by
the worst behavior the
leader is willing to tolerate.
- Gruenter and Whitaker (source unknown)

41. The culture of any
organization is shaped by
the best behavior the
leader is willing to amplify.

43. 8. Practice storytelling
Photo by Nong Vang on Unsplash
Be transparent
about the good
things and the
bad, repeatedly

44. https://www.slideshare.net/tag/culturecode

45. 1. Make yourself special
2. Keep it all meaningful
3. Pick values together
4. Show what’s expected
5. Weave the values in
6. Encourage speaking out
7. Reward and discourage
8. Practice storytelling
Values that work

46. Vision and Values scale up and down
You can do this at any organizational level,
even personally
Photo by David Clode on Unsplash

47. Goals (recap)
The 4 types of values
The 8 rules for values
Wrapping up
Navigation

48. What you love
What pays you
What
the world
needs
What
you’re
good at

49. Core Wish
ExpectedEmergent
ValuesEnacted Desired
Inside
Outside

50. https://the-amazon-way.com/blog/future-press-release/
https://hbr.org/2020/07/how-to-build-a-company-that-actually-values-integrity
https://www.nytimes.com/2002/01/19/opinion/enron-s-vision-and-values-thing.html
https://knowledge.wharton.upenn.edu/article/volkswagen-diesel-scandal/
https://hbr.org/2002/07/make-your-values-mean-something
https://www.romanpichler.com/blog/product-ethics
https://hbr.org/2014/01/how-netflix-reinvented-hr
https://hbr.org/2011/11/how-great-companies-think-differently
https://hbr.org/2014/01/ideos-culture-of-helping
Resources

51. Q & A

52. hello@shiftup.work
shiftup.work