The Company Vision/Traction Organizer (V/TO) is your organization's northstar. It serves as the blueprint for what your organization is, what it stands for, who it serves, and defines it's top-line goals for the next decade.

Your Company Vision consists of the following parts:

Taken together, your Company Vision aligns everyone under a shared vision for where you are headed, why you are heading there, and how you plan to get there

To access your Company V/TO click on the Company tab from anywhere within Strety.

The From the Vision tab, click edit on any section to add/edit Core Values, Core Focus, 10 Year Target, Strategy, and/or 3yr Picture:

You can customize the name(s) of each section from the edit options, too!

From the Traction tab, click edit on any section to add/edit 1yr Plan and/or This Quarter

For your 3y & 1yr Vision, enter the target date that aligns to when you originally set the goals. Add your Revenue & Profit targets as well as any other key metrics you're tracking along with any Annual Goals that that will help you get there.

Annual Goals are typically broken down into smaller Rocks that are tracked and managed at the team level. We recommend linking Rocks to Annual Goals so everyone can stay informed on the progress of Rocks that are contributing to your organization's highest priorities

To link Contributing Rocks, open the Annual Goal and select your Rocks from the right pane

For a report of all Annual Goals and their Contributing Rocks, check out the Annual Growth Plan Report

When you're ready to add new Annual Goals for the upcoming year, archive any completed or missed goals from the current year. Strety will maintain the linkage between any archived Annual Goal and their contributing Rocks.

From the SWOT tab, click edit on any of the sections

By default, your Company V/TO is visible to your entire organization. If you'd like to restrict any or all of the sections to only leadership we give you that option. Click on the 3-dot edit menu from anywhere within the Company Vision and toggle to your specs

For teams that may operate more independently or differently than the rest of your organization, they can create their own custom Vision separate from the organizational VTO.

To enable team-level V/TO, click Setup Tools from your Space's 3-dot menu:

Toggle on the V/TO option

Click the newly added V/TO tab to begin adding/editing your team-specific Vision

...And when it's time for your team to run it's Annual Planning Agenda with Strety, your team-specific Vision, Direction, & SWOT will be front & center!

Your account's Company V/TO is tied to the Leadership team space by default.

What does that mean? It means that all Leadership team members can view the Company V/TO within the team space and it also enables the Company Vision to be viewed (& edited) within any Leadership agenda where the V/TO has been added

If you prefer to link your Company Vision to another team space in your account, you make the change from Organization settings in Adminland

We recommend linking the Company Vision to whichever team is most directly tied to Quarterly & Annual Planning Agendas and/or whichever sets Annual Goals; they're usually one in the same

First, change which team is the Leadership team
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Then, from that Team Space, click Replace With from 3-dot menu on the VTO tool and select the former Leadership team, we'll then copy over the VTO data from the old leadership team into the new

Here's a video that walks you through the end-to-end process:

By default, the layout of your Company Vision is EOS pure, meaning it's laid-out according to EOS best practices. If you'd like to change the layout of your Vision, including but not limited to, adding new blocks, resizing the blocks, changing the section for each block, you can do so via our Custom Vision option