Free EOS® V/TO Template for Vision and Traction
Execution without a shared vision? Tough one. This V/TO template helps leadership teams clearly document vision, priorities, and long-term goals so everyone is aligned and moving in the same direction.
Using a V/TO to Align Vision and Traction
The Vision / Traction Organizer is one of the core fundamentals of EOS® . It brings long-term vision and short-term priorities together in one place, helping organizations clearly connect where they’re going (Vision) with how they’ll get there (Traction).
If you’re an EOS® leadership team, founder, or integrator, this template is a great place to start!
Bring your EOS® V/TO to life with Success.co for free
Go beyond the spreadsheet and join Success.co’s free plan to manage your V/TO with built-in tools designed for leadership teams. Keep everything in one place, update it easily, and give your team real-time visibility
Our EOS® V/TO template is a simple Google Sheet designed to help your leadership team get on the same page (literally) when it comes to vision and execution.
It covers all the essentials: your Core Values and Core Focus (what you stand for and what you do best), your 10-Year Target, your 3-Year Picture, and your 1-Year Plan. Layer in your Quarterly Rocks, and you've got a timeline that shows where you're going and how you’ll actually get there.
And of course, no V/TO is complete without your Marketing Strategy (who you're talking to and why they should care) and your Issues List to keep track of anything standing in your way.
Our V/TO template includes all the key sections you need to bring together vision and execution:
Core values
Core focus (purpose, niche)
10-year target
Marketing strategy (target market, 3 Uniques, proven process, guarantee)
3-year picture (revenue, profit, measurables, and vision)
1-year plan
Quarterly Rocks
Issues list
Updating your V/TO every quarter is essential to keep it relevant and your goals top of mind. A quarterly review ensures alignment and keeps everyone moving in the same direction.
This V/TO template is built for anyone who wants more clarity around their long-term vision while keeping a sharp focus on execution.
Whether you’re an EOS® leadership team looking for better alignment, a founder setting direction, an integrator managing execution, or even a growing small to mid-sized business, this template has you covered.
