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. We have built this example to drive our mission of giving away 3,000 pies across all 50 states and 10 countries to foster community connection through #culinarykindness. It can be used to track your progress. We try to plan a yearly weekend retreat to reflect, celebrate, and plan.
Family One-Page Vision Plan
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Section |
Content |
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Core Identity |
Values: |
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Long-Term Goals (3–5 Years) |
Goals: |
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Annual Priorities (2026) |
Top Goals: |
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Mid Year (2026) |
Q2: DUE: June 30, 2025: Figure out exactly how much we need to make each month in the short term |
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Progress Tracker |
Milestones Achieved: |
How to Use the Family One-Page Vision Plan
Mid-Year Check-In (1–1.5 hours)
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.