S.O.A.R. & Self-Identity

SOAR stands for Strengths, Opportunities, Aspirations, and Results. It’s a way to brainstorm in a framework that is similar to SWOT (Strengths, Weaknesses, Opportunities, and Threats) without any negative connotations. Instead of diagnosing what went wrong in the past and correcting for that, SOAR helps you build upon successes and opportunities. It’s a forward-thinking exercise designed to get everyone on the same page.

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– Step 1 of 5

Strengths: What are we great at?

What are we most proud of as an organization? How does that reflect our greatest strength? *

What makes us unique? From this, what can we build on? *

What is our proudest achievement in the last year or two? *

How do we leverage our strengths to get results? *

How do our strengths fit with the realities of the marketplace? *

What do we do or provide that is world-class for our customers, our industry, and other potential stakeholders? *

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Opportunities: What are the possibilities?

How do we make sense of opportunities based on external forces and trends? *

What are the top three opportunities on which we should focus our efforts? *

How might we best meet the need of our stakeholders, including customers, employees, shareholders, and community? *

Who are possible new customers? *

How can we distinctively differentiate ourselves from existing or potential competitors? *

What are possible new markets, products, services, or processes? *

How can we reframe challenges to be seen as exciting opportunities? What new skills do we need to move forward? *

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Aspirations: What are our dreams or wishes?

What do we care deeply about? *

What can we be best at in our world? *

Reflecting on strengths and opportunities conversations: who are we, who should we become, and where should we go in the future? *

What is our most compelling aspiration? *

new should indicators

What strategic initiative (i.e. projects, programs, and processes) would support our aspirations? *

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Results: What are meaningful outcomes?

Considering our strengths, opportunities, and aspirations what meaningful measure would indicate that we are on track to achieving our goals and meeting objectives? *

What are three to five indicators that would create a scorecard that addresses a triple bottom line of profit, people, and planet? *

How do we know we are making a difference? Succeeding? Completing strategic initiatives? *

What resources are needed to implement our most vital projects? *

What are the best rewards to support those who achieve our goals? *

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Self-Identity

What are the qualities that make us unique? *

What are our defining characteristics? *

Who do we want to be? *

What makes us attractive? *

Our Customer

What are the qualities that define our customer? *

What are their needs? *

What are their characteristics? *

Our Competition

Who is our competition? *

What are the qualities that make them unique? *

What are their defining characteristics? *

What behaviors do they exhibit? *

What makes them attractive? *

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