Vision Building® Days

After your Focus Day®, you should host two Vision Building Days 30 days apart. This article explores what should be done in each session.

Written by Amanda Barfield

Updated at July 27th, 2024

What is a Vision Building Day?

After you complete a Focus Day and are having recurring weekly Level 10 Meetings, the next step of the EOS Process® is to have 2 separate Vision Building days 30 days apart. The purpose of these sessions is to further define and capture your company vision so your whole organization can focus, align, and thrive.

Running a Vision Building Day in Ninety

Both of these sessions can be run with Ninety using the Meetings tool. When starting the meeting, make sure you're using the Vision Building Day 1 or Vision Building Day 2 agenda, as shown below.

Vision Building Day 1

Vision Building Day 1 is a day with your Leadership Team that starts by reviewing and sharpening the Focus Day tools. You will begin to use the Vision/Traction Organizer® (V/TO®) tool to clarify your vision. You will also be introduced to a tool to review your people. Your team will use the tools for the next 30 days to experience more improvement.

Agenda

  • Check-in: This is an opportunity for your team to transition from your day-to-day work and come together to ensure everyone is on the same page. You'll also review the expectations for the session.
  • Reviewing Focus Day Tools: Review each of the 5 Focus Day tools to ensure they are understood by each member of the meeting. This is also an opportunity to make sure you are on track for implementing EOS® at the Leadership Team level.
  • Vision Building Segue: Understand why we do Traction® first and Vision second.
  • Core Values: Craft a timeless set of guiding principles. Provide clarity in decision-making processes and help business success by building trust, establishing a shared purpose, and creating a strong organizational culture.
  • Core Focus™: Discover your "Why," your common purpose, cause, or passion. K
  • eep your company and all its people focused on the areas where your business excels.
  • 10-Year Target™: The "North Star" for your company and all your team members.
  • Next Steps: Recap your To-Dos.
  • Conclude: Provide feedback about how you're feeling, if your expectations for the session were met, and rate the session on a scale from 1–10.

 

Vision Building Day 2

Vision Building Day 2 is another day with your Leadership Team to master the Focus Day tools and continue using the V/TO tool to complete your vision, clarify your Marketing Strategy, 3-Year Picture™, 1-Year Plan, and priorities for the next 90 days. With your leaders now focused and on the same page, you'll use the tools for the next 90 days to execute your plan.

Next Steps

  • Check-in: This is an opportunity for your team to transition from your day-to-day work and come together to ensure everyone is on the same page. You'll also review the expectations for the session.
  • Reviewing Focus Day Tools: During this section, you will review each of the 5 Focus Day tools to ensure they are understood by each meeting member. This is also an opportunity to make sure you are on track for implementing at the Leadership Team level.
  • Marketing Strategy: Determine who your ideal customer is and clarify the most appealing message to them.
  • 3-Year Picture: This section creates a vivid image of what your company will look like, feel like, and be like in 3 years and helps everyone see the same image 3 years down the road.
  • 1-Year Plan: Develop a solid 1-Year Plan that defines your objectives for the year and makes goals more tangible.
  • Rocks: Align on the 3–7 most important objectives the company and individuals must complete in the next 90 days to achieve your 1-Year Plan.
  • Issues List: Create a list of things that could prevent your company from reaching your vision. To achieve your company's vision, it is vital to openly admit all of your company's obstacles to the opportunities.
  • Next Steps: Recap To-Dos.
  • Conclude: Provide feedback about how you're feeling, if your expectations for the session were met, and rate the session on a scale from 1-10.

Next Steps

Once both Vision Days are complete, you will move into your 90-Day World®, which consists of Quarterly Conversations and a 2-day Annual Planning session. These sessions will help you keep track of your wins, team health, issue-solving, and accountability each quarter.