The Vision/Traction Organizer® (V/TO®) is designed to simplify strategic planning by distilling the company’s vision into a concise two-page document. The V/TO helps leadership teams align on the organization’s direction by answering eight critical questions, which are divided into two main sections: Vision and Traction®.
Vision Section:
- Core Values: The guiding principles of the organization.
- Core Focus: The organization’s purpose, cause, or niche.
- 10-Year Target: The long-term goal for the company.
- Marketing Strategy: The plan for reaching the target market and differentiating the company.
- 3-Year Picture: A snapshot of what the company looks like in three years, including key metrics and goals.
Traction Section:
- 1-Year Plan: The key priorities and goals for the current year.
- Quarterly Rocks: The 3-7 most important objectives to be completed in the next 90 days.
- Issues List: The obstacles or challenges that must be addressed to move forward.
The V/TO is meant to be a living document, regularly reviewed and updated to keep everyone in the organization aligned and focused on achieving the company’s vision.
How the V/TO® works in SecureDB
- Choose an existing plan or create a new one
- Core Values are timeless, so they are automatically pulled from your global Company Settings
- To the right of each subsequent block title, click the Edit icon.
- Once you’re done, click the green checkbox to commit your change.
