The V/TO®

Learn how to document, edit, and archive your V/TO®.

Written by Tommy Mains

Updated at August 26th, 2024

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Table of Contents

The Vision/Traction Organizer® (V/TO®) Sharing the V/TO® Editing the V/TO® Customizing the V/TO's Layout Archiving the V/TO® Exporting the V/TO® What's included in the Quarterly Export? Printing the V/TO®

The Vision/Traction Organizer® (V/TO®)

The V/TO® is a long-term strategic plan created by leadership. The goal of the V/TO is to document your organization’s identity and future plans. Learn more about the V/TO in this blog from Kris Snyder, Professional EOS Implementer®, and this video.

Watch this video for an overview of our V/TO tool.

 

Sharing the V/TO®

By default, the Leadership Team's Core Values, Core Focus, and 10-Year Target are viewable by the rest of the organization. Owners and Admins can make the entire V/TO shareable.

  1. Click V/TO.
  2. Ensure you're viewing the Leadership Team on the Team dropdown.
  3. Toggle on Share V/TO® with All Teams toggle.

 

Editing the V/TO®

Every user in your Directory can view the Leadership Team V/TO  and their team's V/TO. Managers can edit their team's V/TO, but only Owners and Admins can edit the Leadership Team's.

  1. Click V/TO from the left navigation.
  2. Click on the tab you wish to edit: Vision, Traction®, or SWOT.
  3. Click the pencil icon to edit.
  4. Click the checkmark to save changes.

 

Customizing the V/TO's Layout

Owners and Implementers can enable the Custom V/TO settings.

Enable customization

  1. Click your name from the left navigation.
  2. Click Company Settings from the pop-up.
  3. Scroll down to the Vision section.
  4. Toggle Custom Vision on.
 
 

Edit the layout

  1. Click V/TO.
  2. Click Edit Layout from the Filters bar.
  3. Drag cards to rearrange them.
  4. Click Cancel to undo any rearranging.
  5. Click on Manage Sections from the Filters bar to:
    1. Re-title sections.
    2. Choose which page sections are visible on.
    3. Hide sections.
    4. Delete sections.
    5. Add custom sections.
    6. Click Save when finished.
  6. Click Save and Exit when finished.
 
 

 

Archiving the V/TO®

A copy of a team's V/TO archives automatically after completing a Quarterly meeting.

Archive the V/TO

  1. Click V/TO.
  2. Choose a team from the Team dropdown.
  3. Click Archive in the middle of the Filters bar.
  4. Click Archive a copy of this V/TO® from the dropdown.
 
 

View archived V/TOs

  1. Click V/TO.
  2. Choose a team from the Team dropdown.
  3. Click Archive in the middle of the Filters bar.
  4. Hover over View Archived V/TOs® from the drop-down.
  5. Click the V/TO you want to view from the list.
 
 

 

Exporting the V/TO®

  1. Click V/TO.
  2. Choose a team from the Team dropdown.
  3. Click the Download Quarterly Export button.
     

What's included in the Quarterly Export?

  • Every time interval from the team's Scorecard.
  • 90-Day financial Key Measurables:
    • Future Date (end of the quarter).
    • Revenue.
    • Profit.
    • Measurables.
  • Company Rocks.
  • Team member Rocks.
  • The current V/TO.
  • The current Accountability Chart®️. 

 

Printing the V/TO®

  1. Click V/TO.
  2. Choose a team from the Team dropdown.
  3. Click the Print to PDF button on the far right of the Filters bar.
  4. Choose Portrait or Landscape.
  5. Click Print to generate the PDF.
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