The Company Vision/Traction Organizer (V/TO) is your organization’s north star. It serves as the blueprint for what your organization is, what it stands for, who it serves, and its top-line goals for the next decade.
Your Company Vision consists of the following parts:
Core Values — Who your company is
Focus — Your purpose or mission
10-Year Vision — Where your company is going
Marketing Strategy — Who your target market is, what makes you unique, what your guarantee is, and what your proven process is
3-Year Picture — Where you are going in the medium term
1-Year Plan — Where you are going in the short term
SWOT — Your strengths, weaknesses, opportunities, and threats
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.
Access your Company V/TO
Click the Company tab from anywhere in Strety.
Note: Your account’s Company V/TO is tied to the Leadership team space by default.
This means that only Leadership team members can edit the Company V/TO. This can be changed and is explained further below.
Edit Vision
From the Vision tab, click Edit on any section to add or edit Core Values, Core Focus, 10-Year Target, Strategy, and 3-Year Picture.
To customize the name of a section, open the section’s Edit options and update the section name.
Edit Traction
From the Traction tab, click Edit on any section to add or edit 1-Year Plan and This Quarter.
Note: The Issues List pulls from Leadership’s Long Term Issues. By default, only Leadership team members can view these from the V/TO. You can enable visibility in V/TO settings if you want them visible to the whole organization.
For your 3-Year and 1-Year Vision, enter the target date that aligns with when you originally set the goals. Add your Revenue and Profit targets, any other key metrics you are tracking, and any Annual Goals that will help you get there.
Note: You can and should have different goals for your 3-Year and 1-Year targets.
Tying Annual Goals to Company and Team Rocks
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 contribute to your organization’s highest priorities.
To link Contributing Rocks, open the Annual Goal and select your Rocks from the right pane.
You can also link an Annual Goal from a Rock. Open the Rock, then select the Annual Goal from the right pane.
For a report of all Annual Goals and their Contributing Rocks, open the Annual Growth Plan report.
Archive Annual Goals
When you are ready to add new Annual Goals for the upcoming year, archive any completed or missed goals from the current year. Strety maintains the link between each archived Annual Goal and its contributing Rocks.
Open the Annual Goal and select the archive option.
Edit SWOT
From the SWOT tab, click Edit on any section to add or edit the relevant SWOT details.
Restrict access to Company Vision
By default, your Company V/TO is visible to your entire organization. You can restrict any or all sections to Leadership.
Click the three-dot edit menu from anywhere within the Company Vision, then toggle access based on your preferences.
Use V/TO snapshots
Before you update your V/TO, take a snapshot to preserve a historical record of past versions. We recommend taking a snapshot before any quarterly or annual planning session.
Important: The snapshot feature is not visible under the Company tab. Open the V/TO within the team space, such as the Leadership Team, to create a snapshot.
Video overview
The video above walks through V/TO snapshots. For written steps, continue below.
From your V/TO’s three-dot menu, click Snapshot History.
Click Create a Snapshot to capture the current version.
Give your snapshot a name that will be easy to reference, such as "Q1 2026 Company V/TO".
Click Create.
To open a previous snapshot, click any previous snapshot from the list.
Add a team-specific V/TO
Teams that operate independently or differently from the rest of your organization can create their own custom V/TO separate from the organizational V/TO.
1. From the team space’s three-dot menu, click Setup Tools.
2. Enable the V/TO option.
3. Click the newly added V/TO tab to add or edit your team-specific Vision.
When it is time for your team to run its Annual Planning Agenda in Strety, your team-specific Vision, Direction, and SWOT will be front and center.
Copy the Company Vision into a team V/TO
Teams with their own V/TO commonly use the Company Vision as their Vision, then customize the Traction portion of their team-specific V/TO. To save setup time, you can copy the Company Vision directly into your team-specific V/TO.
Open the team-specific V/TO and click Use Company Vision.
The following elements populate the team V/TO:
Core Values
Core Focus
10-Year Target
Marketing Strategy
3-Year Picture
Important: Any changes made to the Company V/TO sync live with the team-specific Vision after linking.
To unlink the Company Vision from the team-specific V/TO, open the team-specific V/TO and reverse the steps above to replace the Company Vision with a custom vision.
Change the space for Company V/TO
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. It also enables the Company Vision to be viewed and edited within any Leadership agenda where the V/TO has been added.
Leadership team space with Company Vision
To link your Company Vision to another team space in your account, make the change from Organization settings in Adminland.
Tip: We recommend linking the Company Vision to whichever team is most directly tied to Quarterly and Annual Planning Agendas or whichever team sets Annual Goals. They are usually one and the same.
In Adminland, open Organization settings and change which team is the Leadership team.
From that Team Space, click Replace With from the three-dot menu on the V/TO tool and select the former Leadership team.
Strety copies the V/TO data from the previous Leadership team into the new one.
The video above walks through the end-to-end process for changing the space tied to the Company V/TO.
Customize your V/TO layout
By default, the layout of your Company Vision is EOS pure, meaning it is laid out according to EOS best practices. To change the layout of your Vision, including adding new blocks, resizing blocks, or changing the section for each block, use the Custom Vision option.
The video above walks through how to customize your V/TO layout.
Add Issues to your V/TO
To add Issues to the V/TO Issues List, create Long Term Issues within the Leadership team space. Any Long Term Issues created there automatically appear on the V/TO Issues List.
To change a Leadership team Short Term Issue to a Long Term Issue, open the Issue and change the Type to Long Term Issue.
Print or export your V/TO
Click the three-dot icon in the top-right corner of the V/TO page, then select Export to PDF. Strety sends you an email with an exported PDF of your V/TO.
Print a V/TO with Custom Blocks
If your V/TO uses Custom Blocks, print your V/TO manually by following the steps below:
1. Click the three-dot icon in the top-right corner of the V/TO page.
2. Select Custom Blocks.
3. Add, remove, or update the blocks you want included in your V/TO.
4. Click the three-dot icon in the top-right corner of the V/TO page.
5. Select Print. This opens a new browser tab showing your V/TO with Custom Blocks.
6. Move blocks around and resize blocks to better format your V/TO on this page.
7. Once you are satisfied with your layout, right-click the page and select Print.
8. Update your print settings in the browser’s print modal based on your preferences.
Replace a V/TO
You can replace a V/TO by following these steps:
Open the V/TO you want to replace.
Click the three-dot menu in the upper-right corner.
Select Replace V/TO.
Choose the V/TO of the team you want to use from the dropdown list.
Available V/TOs
If you are in a Leadership Space: You can choose from the V/TOs of all team spaces.
If you are in a Non-Leadership Space: You can choose from the V/TOs of all other team spaces, except the Leadership Space’s V/TO.
After you select a V/TO, it replaces the current V/TO in your space.
