This website uses cookies

Read our Privacy policy and Terms of use for more information.

ENGAGEMENT | VISION

Ask most business owners where their business will be in three years, and you will get one of two answers. Either a vague line about "growth" and "becoming a market leader", or an awkward pause. Neither answer is much use to you, your team, or your bank balance. This is where a vivid vision for your business changes the game. It replaces fog with detail, and it gives your financial planning something real to aim at.

In this post, I will walk through what a vivid vision actually is, the four areas it should cover, and why it matters just as much to your finances as it does to your culture. By the end, you will have a simple framework to write your own.

Why Most Vision Statements Fail Before They Start

Most vision statements read like they were written by a committee, for a plaque, not for a Monday morning decision. Phrases such as "to be the leading provider of innovative solutions" sound impressive and mean almost nothing. Nobody has ever made a hiring decision, a pricing decision, or a cash flow decision because of a sentence like that.

The result is predictable. The vision statement gets written once, printed once, and then forgotten. It sits in a drawer, or worse, on a slide nobody has opened since the away day. Meanwhile, the business carries on being run week to week, with no clear picture of where all that effort is actually taking it.

A vivid vision takes a different approach. Instead of a single vague sentence, it is a detailed, specific description of your business at a set point in the future, usually three years out. It is written as though that future has already happened. This shift, from abstract to specific, is what makes it useful.

What a Vivid Vision Actually Is

A vivid vision is a written description of your business three years from now, told in the present tense, as if you are already living it. Rather than "we want to grow the team", it reads "we are a team of twelve, split across three service lines, meeting every Monday at nine for a fifteen-minute stand-up". Rather than "we want to be profitable", it reads "we hold a 20 percent net profit margin and three months of cash in reserve".

Here is an analogy that might help. A traditional vision statement is like telling a pilot the destination city and nothing else. A vivid vision is the full flight plan: the altitude, the route, the checkpoints along the way, and the fuel needed to get there. A pilot cannot fly on a destination alone. Neither can a business.

This is also different from a mission statement, which explains why your business exists, and different from a simple list of goals, which tends to be a handful of targets with no connecting story. A vivid vision ties everything together into one picture you can actually see, and one you can measure your way towards.

What a Vivid Vision Actually Is

A vivid vision is a written description of your business three years from now, told in the present tense, as if you are already living it. Rather than "we want to grow the team", it reads "we are a team of twelve, split across three service lines, meeting every Monday at nine for a fifteen-minute stand-up". Rather than "we want to be profitable", it reads "we hold a 20 percent net profit margin and three months of cash in reserve".

Here is an analogy that might help. A traditional vision statement is like telling a pilot the destination city and nothing else. A vivid vision is the full flight plan: the altitude, the route, the checkpoints along the way, and the fuel needed to get there. A pilot cannot fly on a destination alone. Neither can a business.

This is also different from a mission statement, which explains why your business exists, and different from a simple list of goals, which tends to be a handful of targets with no connecting story. A vivid vision ties everything together into one picture you can actually see, and one you can measure your way towards.

Why This Matters for Your Finances, Not Just Your Culture

Here is the point that often gets missed. A vivid vision without numbers is just a daydream. Numbers without a vision are just a spreadsheet. Neither one, on its own, tells you what to do next. Put them together, and you have a plan.

Consider what happens once you have written that a team of twelve and £2 million in turnover is your picture of the business in three years. That single sentence now has direct consequences. It tells you roughly how many people you need to hire, and by when. It tells you what your revenue needs to look like each year to get there, which becomes the backbone of a cash flow forecast. It tells you which KPIs actually matter this quarter, because they are the ones moving you towards that number rather than away from it.

This is exactly where a vivid vision connects to the kind of work covered in 13-week cash flow forecasting and in identifying the profit levers that move a business forward. The vision sets the destination and the shape of the journey. The forecast and the KPIs are the instruments that tell you whether you are on course. Without the vision, a cash flow forecast is just twelve months of numbers with no reason behind them. Without the forecast, a vivid vision is just a nice story with no way to check your progress.

How to Write Your Vivid Vision — A Simple Framework

Writing a vivid vision does not need to take weeks. Here is a simple way to approach it.

  1. Pick your date. Three years out is the usual choice, far enough away to allow real change, close enough to feel real.

  2. Write in the present tense. Describe the business as though that future day has already arrived, not as something you hope for.

  3. Cover all four areas. Work through culture, customer experience, marketing, and numbers, so the vision is complete rather than one-sided.

  4. Be specific. Use real numbers, real job titles, and real descriptions rather than general statements.

  5. Read it back as an interview. A useful trick is to imagine a journalist has come to interview you about your business, three years from now, and write your answers to their questions.

A few common mistakes are worth avoiding. The most frequent is writing something too vague, which brings you straight back to the plaque-on-the-wall problem. The second is writing something too short, a paragraph rather than a full picture. The third is writing it once and never returning to it. A vivid vision is a working document, not a one-off exercise, and it is worth revisiting at least once a year as your business, and your numbers, move on.

Turning Vision into a Working Plan — Your Next Step

A vivid vision only earns its place in your business once it is translated into numbers you actually track, month by month. The vision tells you where you are going. Your forecast and your KPIs tell you whether you are getting there.

Block out an afternoon this week and draft your own vivid vision, covering all four areas in specific, present-tense detail. Once it is written, book a call with Finance Cornerstone to turn that vision into a working financial plan, with the forecast and the KPIs to match it.

TLDR: A three-year, present-tense picture of your business, covering culture, customers, marketing, and numbers, that turns your financial forecast from a spreadsheet into a plan with a destination.

The PROTECT Framework:

  • In business you need to PROTECT the company’s assets.

  • Profit > Reporting > Operations > Trust > Engagement > Cash Flow > Tech

🛠️ Our Tech Stack:

  • Xero: We’re proudly driven by Xero and only use this platform.

  • Shopify: Our ecommerce platform of choice.

  • WorkflowMax: All-in-One Project & Job Management System

  • LinkMyBooks: Accurate Ecommerce Accounting

Quote of the week: “It’s not what the vision is, it’s what the vision does”.”

Peter Senge

Until next week,

Barry 👍 Behind The Numbers | Finance Cornerstone