Mission, Vision & Core Value Form

General Information

Name

Company name

Phone

(Defines what the company does, who it serves, and how it delivers value — focused on the present.)

What does your company do, and what products or services do you offer?

Who is your target audience or customer base?

What problem are you solving, and how does your work improve the lives of your customers or community?

What values or principles guide your day-to-day operations?

What sets your company apart from others in your industry?

(Defines where the company is going — future-focused and aspirational.)

What long-term impact do you want your company to have on your industry, community, or the world?

Where do you see the business in 5, 10, or 20 years?

What kind of legacy do you want to leave behind as a company?

What future need or opportunity do you want to lead or solve?

How do you want your brand to be remembered or talked about?

What principles or beliefs are non-negotiable in how your company operates?

(e.g., honesty, innovation, community impact)

When your company is at its best, what values are clearly visible in your actions?

(Describe a moment you were most proud of your business.)

What do you want customers or clients to say about your company when you’re not in the room?

(This can reveal perceived and aspirational values.)

Which values do you admire in other businesses or leaders that you'd like to emulate?

(Inspiration can shape your unique value framework.)

Date

Month

Day

Year