{"id":17447,"date":"2024-03-05T16:37:31","date_gmt":"2024-03-05T21:37:31","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=17447"},"modified":"2025-10-27T19:45:17","modified_gmt":"2025-10-28T00:45:17","slug":"using-the-business-planner","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=17447","title":{"rendered":"Using the V\/TO"},"content":{"rendered":"\n

The V\/TO is designed to simplify strategic planning by distilling company or departmental vision into a concise two-page document. The V\/TO helps leadership teams align on the organization\u2019s direction by answering critical questions, which are divided into two main sections: Vision and Plan. A third section, SWOT, is for brainstorming and documenting Strengths, Weaknesses, Opportunities, and Strengths.<\/p>\n\n\n\n

Enable Permission to Access<\/h2>\n\n\n\n

To ensure certain role have access to the V\/TO, enable the permission in Administration <\/strong>>> Manage role<\/strong> >> and click Edit <\/strong>on the role you’d like to enable this feature for. Scroll down to the “Access Permissions” section and toggle on “Create\/Edit V\/TO” in the Meetings & Projects section. Select “Save role” at the bottom, and you’re good to go.<\/p>\n\n\n\n

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Editing the Company V\/TO<\/h2>\n\n\n\n

Navigate to Performance > V\/TO and click the title of the “Company V\/TO“.<\/p>\n\n\n\n

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The V\/TO consists of three sections arranged in tabs: Vision, Plan, and SWOT. On the first tab, Vision, you will notice the Company Value are already filled out; they pull from your Company Settings and can only be edited in Administration > Company Settings<\/a>. All other items on V\/TO are editable. Edit each section by selecting the edit icon in the top right of each box. Save by selecting the \u2705 or discard changes using the \u274c. Text entered on the SWOT tab saves automatically.<\/p>\n\n\n\n

Note: Existing V\/TOs auto save anytime you update a section and save it; there is no option to save the entire plan.<\/em><\/p>\n\n\n\n

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Many fields in each section are simple text fields, but others are interconnected to other parts of the application. Here’s a list of those special fields:<\/p>\n\n\n\n