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EOS® - How To Use a V/TO™ Process Template

The EOS Vision/Traction Organizer is the best tool for creating and clarifying a compelling vision for the future growth of our organization. Use this process to learn how we use V/TO's at our company.

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EOS® - How To Use a V/TO™ Process Template

The EOS Vision/Traction Organizer is the best tool for creating and clarifying a compelling vision for the future growth of our organization. Use this process to learn how we use V/TO's at our company.

Introduction

What Is a V/TO?

The Entrepreneurial Operating System (EOS) Vision/Traction Organizer (V/TO) is the best tool for creating and clarifying a compelling vision for the future growth of our organization. The V/TO  is unique because it combines vision-setting with practical planning in one document. Many businesses spend significant time and money creating long, disconnected strategy documents. We keep it effective and use the V/TO's simple format to quickly align the whole leadership team around a common target.

The V/TO involves uniting our leadership team around the answers to 5 questions:

  • Who are you (as defined by core values).
  • What are you focusing on (your passions and strengths).
  • Where are you going (what’s the big picture goal).
  • How you are going to get there (what’s the plan/pitch).
  • What does your world look like 3 years down the road.

A V/TO is a powerful tool for organizing and planning our company’s future. This two-page template helps companies establish their vision and create an actionable plan to achieve it.

Why We Use the V/TO

We believe vision without execution is hallucination. We use the V/TO to transform our big dreams into concrete results.

The EOS V/TO improves how our leadership team sets strategy and runs the business. Before, we wasted countless hours debating vague plans that lacked follow-through. Now, with the V/TO framework, we are aligned around short-term and long-term vision, goals and priorities.

This simple 2-page document provides our team a shared roadmap and a clear line of sight between their daily work and our why. Morale is up, and execution is happening at all levels.

When your vision is clear and compelling, the right people will rush in to become part of it and you’ll be there with the vision and tools to lead the way.

How To Use a V/TO

Setting up a V/TO

A V/TO must include answers and information around these topics:

  • Core values and culture: This defines our company's values and cultural identity. It determines who fits in the organization.
  • Purpose and main capability: Also called mission, vision, or voice. This articulates why the company exists and its core competency.
  • 10-year goal: A big, audacious 10-year target. Gives long-term perspective and purpose.
  • Marketing strategy for our ideal customers: Outlines how we will market and sell to our target audience. Includes defining the ideal customer, key messaging, sales process, and guarantee.
  • 3-year quantitative and qualitative vision: Specific 3-year targets for metrics like revenue and profit. Plus a qualitative "picture" of what the company will look like in 3 years.
  • 1-year targets: First third of 3-year plan. Specific 1-year targets.
  • 90-day priorities: 3-7 critical priorities for the next quarter. Keeps focus on the vital few.
  • List of issues to address: All current obstacles, challenges, opportunities and ideas. Provides clarity on what the team needs to discuss.

When set up correctly and completely, the V/TO aligns the leadership team around our vision and facilitates its execution. It then becomes an essential tool, revisited and updated quarterly as the business evolves. The V/TO transforms vision into actionable traction.

Get the complete EOS® toolbox. 

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