July 25, 2024

From Dream to Reality: The Vision to Action Cycle for Nonprofit Leaders

If I could go back in time and bring a concept to share with nonprofit leaders, it would be the Vision to Action Cycle.

I worked with a nonprofit with a strong vision a few years ago but couldn’t make it real. In a board meeting, the frustration was apparent—leaders were passionate. Yet, efforts were scattered. We were stuck despite our enthusiasm.

That’s when I realized we needed more than effort or enthusiasm. We needed a structured approach to bridge from vision to action. This led me to develop the Vision to Action Cycle, a tool that has since transformed many nonprofits.

Why?

  • Focuses the board on governance issues
  • Builds in alignment
  • Saves labor and prevents tactic traps
  • Encourages CEOs and executive staff to plan effective actions
  • Diagnoses the source of roadblocks

How Will the Vision to Action Cycle Help You?

If you find yourself saying things like:

  • “I have this amazing vision for our organization, but I’m at a loss on how to start making it real.”
  • “I know where we need to go, but the path to get there is foggy. How do I clear it up for everyone?”
  • “We’re stuck in neutral. We can’t get the board moving even though they embrace the vision concept.”

Then, this tool will help you to:

  1. Identify where to start if you’re underway.
  2. Blow up roadblocks keeping you from moving forward.

Understanding the Vision-to-Action Cycle

Moving towards a vision requires clear, specific strategies (how we win!). For example, a state-wide dance association focuses on amplifying dance activities happening in their state. Effective strategies prompt plans to execute the strategy (e.g., find an online database listing all our members’ events). Then, plans prompt actions (e.g., contact the state-wide arts association for insights), generating vision progress.

Using the cycle etches it into a nonprofit’s culture. So, that over time, more and more of your actions zero in on achieving your vision. This Vision to Action Cycle sequence helps you make clear decisions that lead your nonprofit to fulfill its mission.

Diagnosing Your Vision to Action Cycle

 1. Vision

  • Definition: An aspirational goal; the outcome of your mission fulfilled. A vision serves as your North Star.
  • Signs it’s working: Clear, inspiring, widely understood, logical.
  • Signs it’s not: Vague, outdated, or forgotten in daily operations.

Example:  Vision: An Accessible World. Mission: Making the World Accessible.

Reflection:  Is your vision clear? Does it inspire? Does using it lead to clarity when you make decisions?

Our vision is so general it doesn’t help us—being the best in our class is not compelling.

Kristen, Executive Director, community agency

2. Strategy

  • Definition: A customized and focused approach that guides your efforts towards the vision, leveraging your strengths, resources, and context. In short, how you will win.
  • Signs it’s working: Specific approaches to achieve the vision, clear priorities, clear nos, shortest path.
  • Signs it’s not: Scatter-shot initiatives, constant pivoting, lack of focus.

Example:  Florida Humanities: To serve the people who live in and love Florida by amplifying Florida-based humanities opportunities and offering quality humanities experiences.

Reflection:  Does your strategy directly support your vision, and can you identify a core set of initiatives to focus on?

Ah, our vision is clear, but our strategy needs work.

Olivia, CEO, art association

3. Plans

  • Definition: Action blueprints linking strategy to concrete actions.
  • Signs they’re working: Detailed, actionable steps, clear timelines, and responsibilities.
  • Signs they’re not: Vague goals, lack of measurable objectives, frequent missed deadlines.

Example:  Expand our volunteer team by one-fifth in six months. Steps: 1. Create a specialized recruitment section on our website. 2. Launch a targeted social media campaign.

Reflection:  Does everyone know who will do what by when to fulfill your strategic plan?

Our plans are weak, which affects our actions.

John, Board Chair, Habitat

 4. Actions

  • Definition: Day-to-day activities that execute your plans based on our strategy and vision.
  • Signs they’re working: You see visible progress in daily tasks directly tied to plans and vision.
  • Signs they’re not: Busy work, misaligned efforts, team confusion about priorities.

Example:  You set up an initial meeting with potential partners to discuss joint advocacy work.

Reflection:  Do your daily activities and decisions consistently align with your vision, or do you often catch yourself up in unrelated tasks?

We have solid plans, but we’re not using them.

Eric, Senior staff, homeless agency

Case Study: The Vision-to-Action Cycle in the Real World

Problem: Let me share an experience. On one journey to better nonprofit group meetings, our vision was meetings where everyone felt heard, and decisions were made effectively. Sounds great, right? We thought our strategy was solid—create the missing structure other successful groups had. So, we planned focus groups and interviews and had a lot of meetings about meetings!

But when we tried to implement our plans, we hit a wall.

Four vocal members pushed back hard.

That’s when it clicked.

Solution: Our real problem wasn’t a lack of structure—it was that quieter folks couldn’t get a word in edgewise.

Trying to create plans or actions to build structure at that point became moot. We needed to return to strategy to empower the silent.

Outcome: We doubled back and provided tools and tactics to support the quieter voices to speak. They insisted on adding the missing structure. In short order, the groups began to function effectively, with only occasional need for external guidance

This experience taught me that even with the best intentions, if your strategy, actions, and plan don’t address the real issue, your plans and actions won’t get you to your vision.

The Vision to Action Cycle pinpointed the challenge. You can use it to help you discover why you’re failing to move toward your vision.

Strengthening Your Vision to Action Cycle

Here are some practical tips for improving each component of the Vision to Action Cycle:

An effective vision calls to you when it’s tough and whispers “It’s worthwhile, let’s do it.

  1. Vision

  • Review your vision statement. Is it clear, relevant, and inspiring?
  • Engage your team and stakeholders in refining it, if needed.
  • Use it when you decide. Is it still clear, relevant, and inspiring?
  • Focus here until you get this right.
  1. Strategy

  • Review your  Is it a clear blueprint to meet your revenue, program, and community growth goals?
  • Does your vision come into better focus as you imagine the results of using it?
  • Do people reading your strategy believe you can do it, but it will be a stretch?
  • Focus here until you get this right.
  1. Plans

  • Review existing plans and goals. Ensure they are SMART (Specific, Measurable, Achievable, Relevant, and Time-bound).
  • Break down larger goals into smaller, manageable tasks.
  • Assign clear responsibilities and deadlines for each task.
  • Focus here until you get this right.
  1. Actions

  • Prioritize tasks that directly contribute to your vision.
  • Regularly check how many of your daily activities align.
  • Track, celebrate, and share vision wins.

Conclusion

Make progress on your nonprofit’s mission. Close the gap between where you are now and your vision using the Vision to Action Cycle. Transform your nonprofit with this tool.

My vision:  Partner with nonprofit CEOs like you to close the gap between their current state and their vision. I use the Vision to Action Cycle to achieve this.

Will you join me in using this tool for your nonprofit? Contact me for a free consultation on using the Vision to Action Cycle

Author
Karen Eber Davis

Karen Eber Davis provides customized advising and coaching around nonprofit strategy and board development. People leaders hire her to bring clarity to sticky situations, break through barriers that seem insurmountable, and align people for better futures. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.

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