# Pinnacle Vision & Purpose Session Template

Purpose: Clarify why the company exists, discover its core values, and define the long-range vision and niche that guide the annual and quarterly plans.

- Duration: 240 minutes
- Cadence: Annually (or when establishing or revisiting)
- Participants: Leadership team (3-10 people)

## Agenda

- [ ] Why we exist (45 min) - the core purpose
- [ ] Discover core values (60 min) - from real stories
- [ ] Long-range vision and BHAG (45 min) - the destination
- [ ] Niche and brand promise (45 min) - who we serve and the promise
- [ ] Pressure-test and align (30 min) - refine until owned
- [ ] Bring it to life (15 min) - hiring, decisions, behavior

## Facilitator tips

- Discover values from real stories.
- Push past the obvious to the real purpose.
- Make the vision concrete enough to guide decisions.
- Decide how it shows up in behavior.

## Notes

Purpose:

Core values:

Vision and BHAG:

Niche and brand promise:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/pinnacle-vision-session