Documenting Your Company or Team Vision
How to use the V/TO® tool to document your company or team's core values, marketing strategy, purpose, niche, and more.
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Account Options and Troubleshooting
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Integrations
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Getting Started
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Insights
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Scorecard
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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V/TO
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Accountability Chart
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1-on-1
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People and Toolbox
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Directory
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Knowledge Portal
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Assessments
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Mobile
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Maz
Table of Contents
The V/TO® tool's Vision page is available to all subscription levels. Every team has its own, customizable V/TO® page except those designated as Project Teams.
The Vision page includes sections to document your:
- Core Values — A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members.
- Core Focus™ — Your Purpose/Cause/Passion (the reason your organization exists, the powerful emotions that influence you, and/or a future state so appealing that you're willing to go the extra mile to work toward it) and Niche (what you provide to your industry's market).
- 10 Year Target™ — Where you want your organization to be in 10 years.
- 3-Year Picture™ — Broad goals for three years in the future, often including revenue.
- Go to Market Strategy — Your target market, 3 Uniques™, proven processes, and guarantee.

Permissions Required for Editing the Vision
For the Leadership Team, only Owners and Admins can edit the leadership team's Vision, Traction, and SWOT pages. Users with Manager or higher permissions can edit their team's Vision, Traction, and SWOT pages.
How to Edit the Vision
Users with Manager or higher permissions can edit their team's Vision sections. Here's how:
- Click
V/TO® from the left navigation. - Choose a team from the Team dropdown.
- Click the pencil icon (
) at the top right of any section. - Write, create, or edit as needed.
- Click the checkmark at the top right of the section to save.
How to Rearrange the Vision Page
To change the layout of your team's Vision page:
- Click
V/TO® from the left navigation. - Choose a team from the Team dropdown.
- Click
Edit Layout to be able to drag and drop sections (
) to different locations or change the size of a section. - Click
Save and Exit.