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In early 2020, I began planning a bespoke training programme as part of my role on the Sylfaen Project.

The project, spearheaded by Cynnal Cymru, supported by the Wales Co-operative Centre’s Commercial Team and funded by the Co-op Foundation, aimed to work with a select number of community-led environmental organisations across Wales in order to give them stronger foundations for sustainability.

To my (very much pleasant) surprise, the most popular session by far was on the subject of Vision and Values. The reception was so positive in fact that two community councils who participated in the training requested I re-deliver the session to their board members, with one using it as the basis to go back to basics and set a revised 5-year business plan.

“The Community Councils used the session to question what it considered to be its core values, testing this in context with its constituents and users of community facilities by completing a similar exercise bespoke to our local communities. This has helped in enabling the Councils to challenge conventional ways of working and to plan a work programme based upon newly established values-based aims and objectives.”

David Davies, Cwmamman and Llanedi Community Councils.

So, why the need for a rethink?

Many people, companies and community groups underestimate the importance of properly aligned vision and values. Throughout my 20 years’ experience of supporting community organisations and businesses of all shapes and sizes, I’ve read countless business plans, and yet, more often than not, the process of identifying a vision and values is something of an afterthought.

In some cases, a set of relatively meaningless words are shoehorned in to support pre-determined actions. They state what the business or community group are going to do but give very little thought to why they are doing it.

Furthermore, even long-established companies and community organisations with a solid vision can easily get side-tracked. I have also fallen prey to this while working within community groups. Ostensibly golden opportunities can arise, in relation to funding for example, which appear too good to turn down. But, before you know it, these opportunities have deviated your energy away from your original purpose, derailing your mission, giving you less control over your direction and inevitably stifling your efforts to reach your vision!

Purposefully putting your why first

Quite often, what an organisation does takes precedence over why they’re doing it. It should be the other way around. Ethically driven private sector businesses, social enterprises and community groups will invariably have been established for a particular PURPOSE. It’s this purpose which inspires people to engage or otherwise invest their time, energy, and money. This is why it is so important to consistently revaluate vision and values to avoid mission drift, making sure they permeate everything you do.

Consistency is key

“To refresh the world in mind, body and spirit, to inspire moments of optimism and happiness through our brands and actions, and to create value and make a difference”

Did you guess whose mission this is? When I ask this during my sessions, most people guess correctly. For those that can’t quite put their finger on it, this is the mission statement for Coca Cola. Okay, it may be corporate, but the lesson to be learned here is most people guess this mission statement from this single sentence. Why? Because it is imbedded in EVERYTHING they do and solidifies the way they are perceived. Think of any Coca Cola promotion and you’ll struggle to find one without the words ‘happiness’ or ‘refreshing’.

Regardless of our individual perceptions, the consistency and simplicity of their message translates worldwide. You may be far from a big company on a global stage but if you want people to understand, engage with, advocate for and invest in you, your purpose needs to be ever-present and at the forefront of your messaging.

This is echoed in Simon Sinek’s ‘Golden Circle’ theory* where he states that the most inspiring companies start with why they do what they do, then work on how they do it before identifying exactly what they do.

1. Vision and Mission Statement: Include your greatest aspiration for your community group or business. Consider WHY you do what you do and why other people will invest time, energy, and money in you.
2. Values: This underpins, encapsulates, and promotes your organisation’s culture and beliefs in context with the vision and determines HOW you operate and act to achieve your aims.
3. Aims and Objectives: These should state the exact details of WHAT you aim to achieve and how you intend to implement your vision, mission and values in day-to-day practice, all while understanding why you are doing it.

As you may have now guessed, I’m a very strong advocate for people starting their journey by firmly identifying and understanding their vision, mission, values, aims and objectives at the outset. It should not be a retrospective exercise based on what they already do. If the vision and mission doesn’t transcend through every activity and action, your desired impact will soon be diluted. So, my final piece of advice is to regularly take time and space to ask yourself whether what you are currently doing meets your original purpose and never stop asking why!

*(Sinek, S. (2009) Start With Why. Penguin Business)

Paul Stepczak is the Bids and Commercial Consultant within the Wales Co-operative Centre’s Commercial Team and has more than 20 years’ experience working in community and business development, providing consultancy and training to purpose-led organisations.

Cynnal Cymru’s Sylfaen Project, funded by the Co-op Foundation, has concentrated on developing the financial and managerial resilience of community-based environmental organisations. In enhancing and preserving biodiversity, providing training and education, and bringing people together, these organisations deliver wide ranging benefits for local communities and society as a whole. It is essential therefore that they are well-managed, financially secure and accountable. In other words, it is in all our interests that they have strong foundations (Sylfaen is Welsh for “foundation”).

Like everything else, the project has had to adapt to cope with the restrictions imposed by the Covid pandemic. The training in subjects such as marketing, business planning, use of social media, and governance, has been delivered online by our partner the Wales Co-operative Centre. The plan had been for training to be delivered through a combination of face-to-face seminars/coaching plus online sessions. Networking and peer support were a major component of the project design. While Covid restricted these aspects, the groups within the project have made the best of the opportunities available and we have been grateful for the flexibility and innovation of all partners in adapting to challenging times.

As spring 2021 unfolded however and Covid restrictions lifted, we took the opportunity to meet, visit each other’s sites, learn and be inspired. So it was on a beautiful sunny day in June, that we gathered for the final Sylfaen event, this time on Anglesey with our hosts Melissa and Tim from Llyn Parc Mawr Community Woodland Group.

This was an opportunity to hear more about how the group was established, their approach to woodland management, negotiating with Natural Resources Wales and the challenges that come with running a funded project in the middle of a pandemic! We also had an opportunity to try out some green woodworking skills and hear more about their future plans and aspirations.

After a ‘panad’ (Welsh for a cup of tea), and introductions sat around in the fantastic new timber framed shelter, we headed out for a look around the site – first stop was the new bird hide, both structures were recently completed by a small local business and paid for through their National Lottery Community Fund grant. Most of the timber comes from locally sourced Welsh redwoods, sadly they couldn’t use any of their own recently felled timber as Corsican Pine isn’t suitable for use in structures. They have however made good use of it with the help of volunteers and made benches for the bird hide.

After spending some time watching the resident ducks, dragonflies, and damselflies we headed off the beaten track on a new path that Tim had been hard at work hacking away prior to our visit. It will form part of the new circular path around the lake and will open up parts of the woodland which have never been accessible before. A boardwalk and small bridge will be installed as this is a much wetter part of the site. Much of this area is broadleaf and adds a new dimension to the forest as Llyn Parc Mawr is mainly a conifer plantation and arboretum and was originally used as the nursery for Newborough Forest. The lake was built in 1988 as part of European Year of Environment and now forms a wildlife haven for an abundance of seasonal wildlife.

After a very adventurous trek through the “jungle” we found ourselves at the back of the woodland where NRW have recently clear felled a small section, the group have started planting here and Tim talked us through the decision process and how the new saplings are faring up in their new home. It was an interesting mix of species which includes Swamp Cypress which will help create a mangrove effect, Red Alder, Tulip trees, Spruce and Scotts Pine. A great mix of nursery trees and nitrogen fixers.

We made our way back to the shelter in time for a delicious lunch prepared by a couple of Llyn Parc Mawr members. We had time to watch some short films developed as part a social history project documenting the village and community’s fascinating history and includes stories from some of the older residents who remember the marram grass industry and forest development. You can watch for yourselves:

Pobl Niwbwrch a’r Moresg The People of Newborough and Marram grass – YouTube

We were joined for the afternoon by one of Llyn Parc Mawr’s new board members. We split up for afternoon sessions; Tim lead another walk and talk and was a chance to network and ask some more in depth questions on his activities. Melissa led a craft workshop where we made some gypsy flowers using a draw knife and shave horse. It was an enjoyable and relaxing afternoon learning new skills and chatting about future project plans.

It was a great end to the Sylfaen project – participants have really enjoyed the opportunity to finally meet face to face, visiting each other’s sites and networking. The groups have found many synergies in experiences even though they are at different stages of development there’s always so much to learn and share – from attracting new board members to applying and managing funding, site management, running activities and sharing experiences over this unprecedented year of lockdowns. Perhaps the imposition of lockdowns has in some ways been a blessing; unable to run training sessions or engage with the public, colleagues have had more time to learn, reflect and review. Melissa, for example, has found the social media training very useful. It has helped Llyn Parc Mawr expand their reach and consequentially generate additional income. Having offered Forest School activities on site for a long time, the group is now being contacted by other organisations to run paid-for Forest School sessions on their behalf.

It was great to hear everyone has so many exciting plans and that from the hardships and worries we have all experienced in recent times, now more than ever there is a need and demand for community projects and volunteer opportunities. (We had such a nice time we even forgot to say hello to the resident red squirrels!)

This site visit report was written by Sara Wynne Pari, a local resident and colleague working in the community environmental sector. This illustrates the integrated and collegiate nature of community environmental work: we are united across Wales by a common purpose to halt the decline in biodiversity, address the nature crisis, and create a harmonious future for humans and the species with which we share this wonderful place. One of the key outcomes from the Sylfaen project was the confirmation of the need for community based environmental organisations to strengthen their links and develop an organisational ecology in which mutual interests are shared and practical/economic needs are met through collaboration. In 2021/22 we will concentrate on this and integrate our Eco Literacy work with the legacy of Sylfaen.