Vision, Clarity, Action Sheet
From Redefining Excellence, Chapter 7, Leading with Vision, Clarity, and Action. See all Redefining Excellence tools
Use it when
You know where you're going, but the work isn't moving. People aren't sure of priorities or roles, decisions stall, or plans aren't producing results. This sheet answers one question: what's the first action, who owns it, and how will we know it worked?
Time and people
About 20 minutes. The leader drafts it, and the team checks that this action is clear before anyone acts on it.
How it works
- Vision: write what success looks like, plainly enough that someone outside the team would understand it.
- Clarity: spell out priorities, who does what, expectations, and limits.
- Don't move to Action until Vision and Clarity are specific enough for someone else to follow.
- Action: set the first action, an owner, and a date.
- Results: set the measure, then review it on the date you chose.
Prefer paper? Download the printable, fillable PDF: US Letter · A4
Vision
Clarity
Action
Results
Plan status
- Incomplete Vision, Clarity, or the first action isn't defined yet.
Your next step: Finish the missing section before anyone acts.
- Complete Vision, Clarity, the first action, owner, date, measure, and target are all defined. Complete means the plan is ready to carry out. The result gets judged on the review date.
Action Record
Copy the first action from the Action section into the first row.
Review
Review the result on the date you set, then write the next action.
Help improve this tool
Tell us what worked, what got in the way, and what you'd change. Every response is read, and good ideas go into the next version.