Vision/Traction Organizer (V/TO®) Guide

You can access the V/TO in the sidebar under Traction.

Select the Team from the Team dropdown to choose which V/TO to view.

The Vision section helps your team define where you are going and how you will get there. It captures your long-term goals, core values, and the strategies that guide your decisions.

• To add entries to your vision, hover over the section you want to update > click the Edit icon and add your information.

• At the top of each V/TO entry window in the Leadership team, there is a toggle named "USE WITH ALL TEAMS." Turn it on if you want the entry to apply to all other teams as well, or leave it off if you only want it for the Leadership team.

Core Values

1. In the pop-up window, enter the Core Value name and its description. Document your company’s guiding principles
2. Below the name and description fields, click the "Add" button if you want to enter more Core Values.

Core Focus

Click on the "Add description" box to enter your Purpose, Cause, Passion, and Niche. Define the core reason your organization exists and the unique value you bring to the world. This is what drives your team and sets you apart in your industry.

10-year target™

Set a clear long-term target that shows where you want your organization to be in 10 years. This serves as your big-picture destination and helps align your team’s efforts. Enter your 10-year target in the "Add description" box.

Marketing Strategy

1. Define your target market, 3 Uniques, proven process, and guarantee.
2. For 3 Uniques, enter the name of each unique and its description.
3. You can also click the Add button under 3 Uniques to add more entries. You can only add a maximum of 3 entries in line with EOS guidance.
4. You can choose to show or hide the proven process and guarantee by toggling the switch next to each option on or off.
5. You can also add attachments by clicking the Add button in the attachment section.

3-year picture™

Describe what your company looks like three years from now.

1. Set a future date for your three-year vision.
2. Add your Revenue, Profit, and Measurables.
3. Under What does it look like?, click Add bullet point to describe key details of your envisioned future state.

Click the three-dot icon to access the option to delete an entry.

The Traction section of your Vision/Traction Organizer® helps you break down your vision into actionable steps. It’s where you set your Rocks, track progress on key goals, and ensure your team stays aligned and accountable to achieving results.

Select the Team from the Team dropdown to choose which V/TO Traction to view.

1-year plan

The 1-Year Plan outlines your organization’s key priorities, measurable targets, and major goals for the next 12 months. It serves as a bridge between your long-term vision and your short-term actions, helping the team stay focused and aligned.

1. Set a future date for your 1-Year Plan.
2. Add your Revenue, Profit, and Measurables.
3. Click on "Add goal" to add your Goals for the year.

Click the three-dot icon to access the option to delete an entry.

When you select the 3 dot icon next to a Goal - There's a checkbox to mark or track completed goals and a three-dot icon next to each issue, click the icon to view the available options:

• Edit – Opens the goal details so you can update its information.
• Make it an issue – Creates a new issue in the Issues list based on this goal.
• Add to-do – Creates a to-do item linked about this goal.
• Add rock – Creates a rock about this goal for tracking progress.
• Delete – Permanently removes the goal from the list.

Rocks

The Rocks section helps you define and track the most important priorities for the quarter. These are the key objectives your team commits to achieving within the next 90 days.

1. Select the Future date for your plan from the dropdown calendar.
2. Add your Revenue, Profit, and Measurables.
3. View you're current Rocks.

Click the three-dot icon to access the option to delete an entry.

To add measurables to your 3 Year picture, 1 Year Plan and Rocks in the V/TO.

• By clicking Add measurable - This is adding manually (Will not appear in your Scorecard)
• Or by selecting Copy existing measurable - Select an existing measurable from your Scorecard

When selecting Copy existing measurable, you can choose from Weekly, Monthly, Quarterly, and Annually existing measurables from your Scorecard. You can search for a measurable using the search bar.

If you select Add measurable option, you can create a measurable directly without it appearing in your scorecard.

• Add a title
• Select the type, goal and value
• Select on the 3 dot icon to Delete an Entry.

Issue list

Issues List is where you capture, organize, and track the most important problems, challenges, or opportunities your team needs to address. This section serves as a central place to document all issues that may be affecting your company’s progress, ensuring nothing gets lost or forgotten.

When selecting the Issues List, a pop-up window will appear displaying a list of long term issues along with their priority, title, and owner.

If you want to add a new issue, click on the "+ Add issue" button.

There's also a three-dot icon next to each issue, click the icon to view the available options:

• Edit – Opens the issue details so you can update its information.
• Make short-term – Set the issue from long-term to a short-term issue.
• Create Rock – Converts the issue into a Rock for tracking in the current quarter.
• Create To-Do – Creates a To-Do item about the issue.
• Make a Copy – Duplicates the issue.
• Delete – Permanently removes the issue from the list.

On the top right-hand side of the V/TO, click on the 3 dot icon to view the manage section button that allow you to customize and manage the layout.

Click the "Manage Sections" button. In the pop-up window, you can:

• View all Visible Sections with their current title and assigned page.
• Change the page assignment by selecting either Vision or Traction from the dropdown in the Page column.
• Hide or show a section using the visibility icon in the Options column.
• Add a new section by clicking "Add secondary marketing strategy" or "+ Add custom section".
• Remove custom sections or secondary marketing strategy clicking on the "Trashcan" icon next to the visibility icon.
• Once you’re done making changes, click "Finished" to save your updates.

The Vision History tool lets you track and manage different versions of your V/TO document.

Click "Add new version" button at the top right of the page to save your current V/TO version.

If you already have previously saved a version of your V/TO, you can access them by selecting the 3 dot icon at the top right of the V/TO page and select Version History.

The table includes the following columns:

1. Version Name – The title of the saved version.
2. Date - The date the version was saved.
3. User – The name of the user who created the version.
4. Options – Actions you can take for each version by clicking on the 3 dot icon:
   • Edit – Open and modify the version.
   • Delete – Remove the version from the list.

To view the versions, simply click on the title but take note you'll only have view-only access and will not be able to do any changes.

On the right side you'll see:

1. Version name - You can also edit this name here
2. Team - The team this version is for
3. Created - Date when the version was created

In the Tools section, you will find a Print icon.

1. Preview and Download as PDF
   Click the Print icon and select if you want it to be print Standard version or with descriptions.

In the upper-right corner of this preview, you can click the Download icon to save your V/TO as a PDF file, or click the Print icon to print it.