August 30, 2017

Walking the Talk in Your Mission and Vision

Image of a target representing your mission with an arrow in the center.

For management and decision-makers, your company’s mission and vision can simultaneously evoke both focus and stress. For example, using a compass to find the new gym downtown gives you the big picture, but you still don’t know whether to turn right or left up ahead.

How do workplace leaders incorporate their organization’s mission into the nitty-gritty of daily operations?

In an interview with Ian Wynne, Roger Duffield, CPCU, ARM, and President of In2vate, LLC shares a simple way to ensure small decisions point back to the “bottom line” of company culture.

  1. Streamline hiring decisions.

How do you hire? Mr. Duffield streamlines his hiring process using a decision matrix created through Excel. This matrix outlines an interviewer’s questions for candidates of a specific role. Define what it takes for a person to thrive in this position by writing down the questions that revolve around important factors such as a candidate’s fit, skills, concrete examples of traits, experience, etc.

Here’s why you should create a hiring matrix (Download our template!):

  • Levels the playing ground; it keeps your comparison of candidates objective because each individual is assessed using the same criteria.
  • Time-saver; create the matrix once, and use it an unlimited amount of times.
  • Increased flexibility; the interview process is simple to delegate.
  1. Weigh it.

After a decision matrix is created, give each question a weight on a scale of 1-10. How much should each question “weigh in” on the final decision of choosing your hire. The more important an item, the heavier its weight. Nothing should be lighter than a 5, or it may not be relevant; you don’t want an unnecessary number of criteria. On the other hand, how do you determine your heaviest questions? Duffield explains that at In2vate,

We only have one ten, and we always use ten as mission and vision.”

Some advantages of a weighted system:

  • Quick comparison; the sum of weight values for each met criteria per candidate allows you to see how they stack up against each other.
  • A reflective tool; defining the weight of items acts as a mirror to realistically reflect your priorities.
  • Effortless realignment to the vision; when those priorities don’t add to the bottom line of your company vision, edit question weights, re-prioritize, and integrate that new framework into your future decisions without having to give it a second thought.

Whether you are hiring, training, or resolving conflict, what kind of decision matrix can you use as a filter to process some of those day to day decisions, and how much time and mental energy could this save you and your employees?

“…the one thing that I have found that I’m absolutely committed to is hiring people that connect with my vision.”

-Roger Duffield, CPCU, ARM, President of In2vate, LLC


Listen to the interview on your way home from work here!