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Leadership Vision and Values

Steve Morris

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What this template is about

Leadership rarely leaves time for reflection. Between meetings, decisions, and day-to-day pressure, it’s easy to lose sight of the bigger questions: what kind of leader you want to be, and what future you’re trying to create.

This template provides a structured space to step back and think more clearly about those questions.

Working through the board helps you explore your leadership values, reconnect with your purpose, imagine your ideal future as a leader, and turn that thinking into practical actions.

What it helps you achieve

This template helps you:

  • Clarify the values that guide your leadership

  • Articulate your leadership purpose

  • Picture the future you want to create for your team or organisation

  • Craft a simple leadership vision statement

  • Translate reflection into practical behaviours and next steps

Rather than producing a polished strategy document, the goal is clarity about how you want to lead and what you want to focus on next.

Who would benefit most from this template

This board is designed for:

  • Leaders and managers reflecting on their leadership direction

  • Emerging leaders developing their leadership identity

  • Leadership coaches supporting reflective conversations

  • Facilitators running leadership development workshops

It can be used individually or with small leadership groups.

How to use this template

Work through the frames in order:

  1. Core Values – Identify the principles that anchor your leadership

  2. Leadership Purpose – Reflect on the impact you want to make

  3. Future Vision – Imagine your ideal leadership future

  4. Vision Statement – Craft a simple one-line leadership statement

  5. Make It Real – Identify behaviours, support systems, and reminders

  6. Reflection & Next Steps – Turn insights into action A 7th optional frame encourages you to consider how your values and those of the organisation align, and how to work through any challenges that come to light.

Capture your thoughts using sticky notes and keep reflections simple and honest. The value of the exercise always comes from the thinking it encourages, not perfectly worded answers.

Steve Morris

Founder + Facilitator @ Spark + Forge

I’m a designer, strategic thinker, collaboration coach and workshop facilitator with over 25 years’ experience. I help people to use design as a strategic power tool for better outcomes.


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