What is typically the first step in developing a vision and mission statement?

The first step in developing a vision and mission statement is to ensure that there is a solid understanding of the organization's direction and purpose. Asking managers to read selected articles can provide them with insights and frameworks about effective vision and mission statements, as well as an understanding of the broader strategic context within which the organization operates. This foundational knowledge can help inform discussions and decisions about what the organization aspires to achieve and the core values that will guide its actions.

By equipping managers with relevant literature, they are more likely to engage in meaningful dialogue regarding the organization's aspirations and purpose. This preparatory step fosters a shared understanding among the leadership team, which is crucial as they work together to articulate a clear vision and mission that resonates across the organization and with stakeholders.

In contrast to this choice, other options do not serve as an initial step in this process. Conducting a SWOT analysis, for instance, typically comes after an understanding of vision and mission is established, as it evaluates strengths, weaknesses, opportunities, and threats in relation to the organization's goals. Gathering customer feedback can also be more effective once a draft of the statement has been created, allowing for alignment with customer expectations and preferences. Formulating the final statement is clearly a later stage in the process, as