Example (50 Pies One-Page Vision Plan)
The Family One-Page Vision Plan organizes your family’s BHAG, values, and actionable steps into a single, clear document to drive your mission of giving away 2,500 pies across all 50 states to foster community connection through #culinarykindness. It is designed for use in quarterly check-in meetings (1–1.5 hours every 3 months) to track progress and update actions, and the yearly weekend retreat (2.5 days annually) to reflect, celebrate, and plan. The plan reflects your family’s core values and mission to connect people through food, bridging divides with pizza and pie.
Family One-Page Vision Plan
Section |
Content |
---|---|
Core Identity |
Values: |
Long-Term Vision (3–5 Years) |
Goals: |
Annual Priorities (2025) |
Top Goals: |
Quarterly Action Plan (Q2 2025) |
Q2: DUE: June 30, 2025: Figure out exactly how much we need to make each month in the short term |
Progress Tracker |
Milestones Achieved: |
How to Use the Family One-Page Vision Plan
In Quarterly Check-In Meetings (1–1.5 hours, every 3 months)
Purpose: Track progress, update the Quarterly Action Plan, and celebrate milestones to keep the #culinarykindness BHAG on track.
Agenda:
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Opening (10 min): Display the plan (e.g., printed or digital) and restate the BHAG. Share a quick win (e.g., “We saved $250!”).
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Review Progress (20–30 min): Check the Progress Tracker for completed actions (e.g., “Did we post 3 Instagram stories?”). Update Critical Numbers (e.g., pies given away, savings). Discuss alignment with Annual Priorities.
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Address Challenges (15–20 min): Identify obstacles (e.g., “Travel costs are high”) and solutions (e.g., “Host a local fundraiser”). Explore new ideas (e.g., partner with a local bakery).
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Plan Next Steps (10–15 min): Create a new Quarterly Action Plan with 3–5 tasks (e.g., “Plan next state’s giveaway”). Assign roles and success criteria.
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Closing (5–10 min): Update the plan’s Quarterly Action Plan and Progress Tracker. Celebrate wins (e.g., add a celebration to the tracker, like a family hike).
Outputs: Updated plan with new actions and progress entries, renewed commitment.
Tips: Keep the plan visible (e.g., on a kitchen board). Involve kids in tracking (e.g., decorating the tracker) and teens in social media tasks.
In Yearly Weekend Retreat (2.5 days, annually)
Purpose: Reflect on the BHAG, celebrate progress, update the entire plan, and recommit to #culinarykindness.
Agenda:
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Friday Evening: Share the plan and celebrate Progress Tracker milestones (e.g., “We gave away 150 pies!”). Add a celebration (e.g., make a #culinarykindness pie together).
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Saturday Morning: Reflect on Core Identity: “Does our BHAG still inspire?” Evaluate Long-Term Vision and Annual Priorities (e.g., “Are we on track for 15 states?”). Update metrics if needed.
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Saturday Afternoon: Recommit to the BHAG (e.g., create a #culinarykindness vision board). Set new Annual Priorities (e.g., “Visit 4 states, save $2,500”). Draft the first Quarterly Action Plan.
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Saturday Evening: Discuss integrating the plan into family life (e.g., monthly pie-baking nights). Plan an immediate action (e.g., schedule next giveaway). Celebrate with a family activity (e.g., outdoor movie night).
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Sunday Morning: Finalize the updated plan, ensuring all sections are complete. Create a new visual (e.g., a framed plan). Commit with a ritual (e.g., family photo with the plan). Set quarterly check-in dates.
Outputs: Fully updated plan, new priorities and goals, strengthened family unity.
Tips: Use the retreat to make the plan tangible (e.g., kids draw pie designs, teens edit Instagram stories). Store the plan in a shared journal or cloud doc.
Implementation Notes
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Format: Create the plan as a single-page document (e.g., Google Docs, printed poster) with a table or visual layout. Use colors or pie-themed graphics for fun.
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Storage: Keep a physical copy in a family BHAG journal and a digital version in a shared drive. Update after each check-in and retreat.
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Updates: Revise the Quarterly Action Plan and Progress Tracker quarterly. Update Annual Priorities and Long-Term Vision annually. The Core Identity and BHAG remain stable unless major changes occur (e.g., adjusting the timeline).
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Inclusivity: Assign age-appropriate roles (e.g., kids help with pie recipes, teens manage social media, parents handle logistics). Use simple language for clarity.
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#CulinaryKindness Focus: The plan emphasizes community connection through food, tracking pies given, stories shared, and savings for travel, aligning with your mission to bridge divides.
Benefits
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Alignment: Unites the family around the #culinarykindness BHAG and values, ensuring every action supports the mission.
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Clarity: Consolidates goals, tasks, and metrics on one page, making the 2,500-pie goal manageable.
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Accountability: Assigns roles and tracks progress, fostering collaboration across generations.
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Motivation: Celebrates milestones (e.g., each state’s giveaway) to keep the journey joyful and meaningful.
This Family One-Page Vision Plan transforms your #culinarykindness BHAG into a structured, actionable roadmap, leveraging Scaling Up’s principles to guide your family’s journey across 50 states, one pie at a time.