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Display the Organization's Vision across All Teams

Share the Leadership Team's Vision with all teams while keeping the LT's Long-Term Issues private.

Written by Tommy Mains

How to Cascade the Leadership Team's V/TO® to All Teams

The Leadership Team's V/TO® page has an option to Share V/TO with All Teams. This function allows all teams to view the Leadership Team's V/TO from their team pages.

If a V/TO section has been cascaded to all teams, it can't be edited by individual teams.

When on the Leadership Team's V/TO page, find Share V/TO with All Teams. Turn it on by toggling to the right. This allows all teams to see the Leadership Team's V/TO.

Cascade or de-cascade individual sections

This is different from the Share V/TO® with All Teams toggle above: sharing lets other teams view the Leadership Team's full V/TO, while cascading mirrors a specific section onto every team's own V/TO so its content stays identical across the organization. Cascading is useful for sections most companies want to be the same everywhere — Core Values is the most common example. Once a section is cascaded, it appears on each team's own V/TO with a Leadership flag and can't be edited by individual teams; any changes are made on the Leadership Team's V/TO and flow to everyone.

Note: Cascading individual sections requires the Custom Vision feature to be enabled in Company Settings (Configuration → Vision → Custom Vision). The Share V/TO® with All Teams toggle does not need to be on. See Custom V/TO® Feature.

To cascade or de-cascade a section:

  1. On the Leadership Team's V/TO, click the pencil icon in the top-right corner of the section's card.

  2. Turn the Cascade to all teams toggle (at the top of the card) on to mirror that section to every team, or off to let each team keep its own version.

The Cascade to all teams toggle at the top of a V/TO section's edit view.

Other Teams' View

When View Leadership V/TO is toggled on through the team's page, you see the Leadership Team's V/TO. If View Leadership V/TO is toggled off, you see all cascaded V/TO sections and your team's individual V/TO sections.

Note: The View Leadership V/TO toggle is a per-session setting — it resets each time you leave the page. This is expected behavior, not a bug. To view the Leadership V/TO in a future session, simply toggle it back on.

Cascaded sections have a Leadership flag in the top-right corner of the widget. Editable sections have a Pencil icon in the top-right corner of the widget. You can edit any sections that haven't been cascaded.

Long-Term Issues

The Long-Term Issues section of the V/TO tool is unique because each Long-Term Issue must be individually given the ability to be seen through a Public toggle.

By default, Issues aren't public, so you must select the Public toggle (visible only on Long-Term Issues) to allow them to be shared when other teams view the Leadership Team V/TO.

SWOT

The SWOT tab follows the same rules. Every team can have its own. Sharing the Leadership Team's V/TO also shares that content.

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