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

Get your Vision out of your head and get everyone on the same page.

The Vision/Traction Organizer (V/TO) is a simple, two-page tool that helps you clarify where the business is going and how youโ€™ll get there.
By answering eight questions, you turn big ideas into a shared Vision your people can understand, communicate, and execute.

Why Use the Vision/Traction Organizer?

The Vision/Traction Organizer gives you one clear, shared picture of where the business is going and how you plan to get there.

Entrepreneurs often carry a powerful image of the business in their heads. The challenge is getting that image out, making it clear, and ensuring the people around them see it the same way.

The Vision/Traction Organizer helps you:

  • Get everyone aligned around one Vision
  • Simplify long-term planning
  • Turn big goals into clear priorities
  • Decide what matters most now
  • Give your people a Vision they can understand and follow

When everyone knows where youโ€™re going, people can make better decisions and move in the same direction.

How Do You Build a Strong Vision/Traction Organizer?

A strong Vision/Traction Organizer connects your long-term Vision to the priorities you need to execute now.

You build it by answering eight questions. The first four clarify who you are and where youโ€™re going. The next four turn that Vision into a practical plan.

1

Define Your Core Values

Identify the small set of principles that define who you are as an organization.

Your Core Values guide how you hire, lead, make decisions, and build your culture.

2

Clarify Your Core Focus

Get clear on why your company exists and what it does best.

Your Core Focus helps you stay true to the work youโ€™re great at instead of getting pulled in every direction.

3

Set Your 10-Year Target

Choose the big, long-range goal you want the company to work toward.

It should give everyone a clear destination and something meaningful to build toward together.

4

Define Your Marketing Strategy

Get clear on who you serve, what makes you different, and how youโ€™ll consistently deliver value to your customers.

5

Create Your 3-Year Picture

Describe what the business will look like three years from now.

Make it clear enough that everyone can picture the same company in their minds.

6

Build Your 1-Year Plan

Choose the most important things the company needs to accomplish this year.

Keep the list focused so everyone knows what matters most.

7

Set Your Quarterly Rocks

Turn your annual priorities into the three to seven most important things the company must complete in the next 90 days.

8

Capture Your Issues

List the obstacles, opportunities, concerns, and unresolved questions that could get in the way of your Vision.

You donโ€™t need to solve everything while building the V/TO. Get it out of peopleโ€™s heads first so you can deal with it openly.

How Do Vision and Traction Work Together?

Vision gives you a clear destination. Traction turns that direction into action.

The Vision/Traction Organizer brings both together on two pages.

The Vision side gives you long-term clarity through your Core Values, Core Focus, 10-Year Target, and Marketing Strategy.

The Traction side brings that Vision closer by defining your 3-Year Picture, 1-Year Plan, Quarterly Rocks, and Issues List.

You can stop treating strategy as something you revisit once a year and start using it to guide decisions every quarter and every week.

How Do You Share the Vision/Traction Organizer With Your Company?

Sharing the Vision/Traction Organizer helps your people understand where the company is going and how their work contributes.

Once youโ€™re fully aligned at the leadership level, communicate the Vision throughout the organization in simple, clear language.

Keep reinforcing it. People need to hear the Vision more than once to understand it, believe it, and make decisions from it.

The goal isnโ€™t for everyone to memorize two pages. Itโ€™s for people to understand where the company is going, what matters, and how they contribute.

How Does the Vision/Traction Organizer Connect to EOS?

The Vision/Traction Organizer gives your other EOS Tools a clear target by defining where the company is going and what matters most along the way.

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