Vision/Traction Organizer (V/TO)
See where your organization has been, where it is, and where it's going. This vital, strategic planning document allows everyone on your team to know your vision and how you aim to achieve it.
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One shared vision. One aligned team.
Keep your people connected to your purpose.
Keep your Core Values and Core Focus in front of your team.
Turn your vision into quarterly progress.
Connect your yearly plan to the Rocks your team owns.
Give everyone the same destination.
Make your vision visible to your entire team, not just your leaders.
What is the Vision/Traction Organizer in EOS?
The V/TO is the two-page EOS tool that captures your company's entire vision: Core Values, Core Focus, 10-Year Target, Marketing Strategy, 3-Year Picture, 1-Year Plan, Quarterly Rocks, and Issues List. Page one is Vision, page two is Traction, hence V/TO. It's built for execution: every Rock, To-Do, and Issue ties back to it.
Frequently asked questions
The V/TO is the two-page EOS tool that captures your company's entire vision: Core Values, Core Focus, 10-Year Target, Marketing Strategy, 3-Year Picture, 1-Year Plan, Quarterly Rocks, and Issues List. Page one is Vision, page two is Traction, hence V/TO.
The V/TO is built by the leadership team, typically the Visionary, Integrator, and department heads, over the course of two or three multi-hour sessions. It is not delegated to one person, because the value is in the shared agreement on every answer.
The V/TO answers eight foundational questions: 1) What are your Core Values? 2) What is your Core Focus? 3) What is your 10-Year Target? 4) What is your Marketing Strategy? 5) What does your 3-Year Picture look like? 6) What's your 1-Year Plan? 7) What are your Quarterly Rocks? 8) What are your Issues?
Page one (Vision) is reviewed and refreshed annually at the Annual Planning Session. Page two (Traction) is updated every quarter at the Quarterly Pulsing™ Session, that's when you set new Rocks and roll forward the 1-Year Plan.
A traditional business plan is a 30-page document that gets written once and ignored. The V/TO is two pages, lives on the wall, and is reviewed every quarter. It's built for execution, every Rock, To-Do, and Issue ties back to it.
Yes, and EOS recommends it. Sharing the V/TO at quarterly State of the Company meetings is how you get the whole team rowing in the same direction. EOS One lets you share a clean read-only version with everyone in the company.