What is the Vision/Traction Organizer (V/TO)?

The Vision/Traction Organizer® (V/TO®) is the two-page strategic plan used in EOS®, the Entrepreneurial Operating System®. Page one is the vision: where the company is going and why. Page two is traction: how it gets there, down to this quarter's priorities. The leadership team writes it by answering eight questions.

What are the eight questions?

• Core values. Three to seven timeless principles the company hires, fires, reviews, rewards and recognizes by.
• Core Focus™. The company's purpose, cause or passion, plus its niche.
• 10-Year Target™. One measurable long-range goal, usually five to thirty years out; ten is the default.
• Marketing strategy. The target market (“the List”), the 3 Uniques™ that set the company apart, a proven process and a guarantee.
• 3-Year Picture™. Revenue, profit, measurables and a present-tense description of the company three years out.
• 1-Year Plan. Revenue, profit, measurables and three to seven goals for the year.
• Rocks. The company's three to seven top 90-day priorities, each with one owner.
• Issues List. The running list of problems, obstacles, ideas and opportunities, worked through with IDS®.

How often is the V/TO updated?

The leadership team, typically five to seven people, owns it and reviews it every quarter, when new Rocks are set. The 3-Year Picture and 1-Year Plan are refreshed each year; core values, Core Focus and the 10-Year Target rarely change. The whole company hears it at State of the Company meetings, because a plan only the leadership team has read isn't steering anyone.

Related

• Glossary

  Rocks

  The 3–7 company priorities on page two.

• Glossary

  People Analyzer

  How the core values get rated, person by person.

• Guide

  EOS vs. Scaling Up

  The V/TO next to the One-Page Strategic Plan.

• Guide

  From weekly to quarterly to annual

  How the quarterly and annual layers become a rhythm.

EOS®, Entrepreneurial Operating System®, Vision/Traction Organizer®, V/TO®, Core Focus™, 10-Year Target™, 3-Year Picture™, 3 Uniques™, IDS®, The People Analyzer® and Rocks are trademarks or concepts of EOS Worldwide, LLC. Scaling Up and the One-Page Strategic Plan are marks or terms of their respective owners. Vetta is an independent product and is not affiliated with, endorsed by, or sponsored by EOS Worldwide or Scaling Up. This page exists to explain the terminology accurately for teams who use it.