Documenting Your Company or Team Vision

How to use the V/TO® tool to document your company or team's core values, marketing strategy, purpose, niche, and more.

Written by Tommy Mains

Updated at May 8th, 2025

The V/TO® tool's Vision page is available to all subscription levels. Every team has its own, customizable V/TO® page except those designated as Project Teams.

The Vision page includes sections to document your:

  • Core Values — A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members.
  • Core Focus— Your Purpose/Cause/Passion (the reason your organization exists, the powerful emotions that influence you, and/or a future state so appealing that you're willing to go the extra mile to work toward it) and Niche (what you provide to your industry's market).
  • 10 Year Target — Where you want your organization to be in 10 years.
  • 3-Year Picture™ — Broad goals for three years in the future, often including revenue.
  • Go to Market Strategy — Your target market, 3 Uniques™, proven processes, and guarantee.

 

 

How to Edit the Vision

Users with Manager or higher permissions can edit their team's Vision sections. Here's how:

  1. Click V/TO® from the left navigation.
  2. Choose a team from the Team dropdown.
  3. Click the pencil icon () at the top right of any section.
  4. Write, create, or edit as needed.
  5. Click the checkmark at the top right of the section to save.

 

How to Rearrange the Vision Page

To change the layout of your team's Vision page:

  1. Click V/TO® from the left navigation.
  2. Choose a team from the Team dropdown.
  3. Click Edit Layout to be able to drag and drop sections () to different locations or change the size of a section.
  4. Click Save and Exit.