Use the following filters to navigate the V/TO® tool effectively:

• Team dropdown
• Share V/TO® toggle
• Leadership toggle
• Archive

Share Vision toggle

Leadership team members have the Share V/TO® with All Teams toggle available. When enabled, all other teams in Ninety can click the View Leadership Vision toggle on to view the leadership team/company's Vision and Goals instead of their team's.

Alternatively, the leadership team can choose individual sections to share or hide. Here's how:

1. Click Edit Layout.
2. Click Manage Sections.
3. Click the closed-eye icon () to hide a section and keep it private to the leadership team.
4. Click the open-eye icon () to change a private section to public. 
5. Click Save.
6. Click Save and Exit.

 

 

Ninety's Default V/TO® Pages

The Vision tool begins with four pages:

1. Vision
2. Traction®
3. SWOT

Companies on a free plan can only use the Vision and Traction® pages to begin documenting their team or company's Vision.

Customizing your team's or organization's V/TO® tool allows you to document all the features defining your organization now and where you want to be in the future. To enable the custom Vision feature, an owner or admin should navigate to Company Settings:

1. Click your name at the bottom of the left navigation.
2. Click Company Settings.
3. Scroll down to the Vision section of the Configuration page.
4. Toggle on Custom Vision.

Then, each team leader (users with Manager or higher permissions) can choose to customize their team's V/TO® tool by clicking the gear icon on the top right of the page and toggling on Custom Vision.

To edit the content of a Vision or Traction® section, click the pencil icon on the top right of its card.

Video Overview

The video below provides a quick overview of the entire V/TO tool. At 1:27, select the chapter "Editing the layout" to watch specific instructions on customizing your Vision tool. At 2:02, select the chapter “Managing sections and names” to learn how to change or create sections for the V/TO and Traction pages.

How to Customize Your Team's V/TO® Tool

Each team leader (users with Manager or higher permissions) can choose to customize their team's Vision tool by clicking the gear icon () on the top right of the Vision tool's page and toggling on Custom Vision.

When this optional feature is turned on, managers, admins, and owners have an Edit Layout button on the Vision tool filters bar. If your organization has a coach, they can also edit the layout of any team's Vision tool.

After clicking Edit Layout, you can:

• Drag and drop sections on the Vision or Traction® pages into a new order (for example, Core Values).
• Resize a section by clicking and dragging the diagonal arrow on the bottom right of the card.

To apply changes, click Save and Exit. 

Customizing Vision and Traction® Cards

To edit existing cards on the Vision and Traction® pages or create a new one, click Edit Layout > Manage Sections. Use the following popup menu to perform the following:

• Rename a card by writing a new title.
• Change which page a card is viewed on with the Page dropdown.
• Hide a card by clicking the eyelash icon.
• Delete a card by clicking the trashcan icon (you cannot delete default sections).
• Show a hidden section by clicking the eye icon.
• Create a new section by clicking Add Custom Section.

When finished, click Save on the popup and Save and Exit on the filters bar.

Creating a New Vision or Traction® Section

To create a blank section in the Vision tool for either the Vision or Traction® page:

1. Click Edit Layout.
2. Click Manage Sections.
3. Click Add Custom Section at the bottom of the Visible Sections list.
4. Write the title for this section in the textbox.
5. Select Vision or Traction® from the Page dropdown.
6. Click Save.
7. Click Save and Exit.

You can edit the new section's content by clicking the pencil icon () at the top right of the card. You can also change its size and placement by clicking the Edit Layout button.

For example, if your team has created an SMaC Recipe (a list of Specific, Methodical, and Consistent operating practices), you can add a custom section to your Vision page to document it.

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.

The V/TO® tool's Traction® page is available to all subscription levels. Every team has its own, customizable Traction® page.

How to Edit Your Traction® Page

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

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

How to Rearrange the Traction® Page

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

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

Long-Term Issues on the Traction® Page

Maintaining a long-term Issues list helps teams focus on current priorities while documenting ideas, opportunities, and obstacles to discuss and solve during quarterly or annual planning meetings.

The Long-Term Issues section of the Traction® Page displays a direct copy of your team's long-term list from the Issues tool. Use this page to:

• Add new Issues
• Update Issues
• Assign priority values
• View archived Issues
• Sort your list

How to Make a Leadership Team Issue Public

A team's long-term Issues list is open for any member of the team to view. The leadership team can make any of their Issues public for other teams to view when they enable the View Leadership Vision toggle. 

To make a leadership team long-term Issue public:

1. Click V/TO® from the left navigation.
2. Ensure Leadership is selected in the Team dropdown.
3. Click the Long-Term Issues tab.
4. Click an Issue to open its details panel.
5. Enable the Public Issue toggle.

A SWOT analysis supplements your team's long-term strategy. Any team on Ninety can conduct and record a SWOT analysis using the V/TO® tool. We highly encourage your leadership team to perform the exercise and share the results with the company.

How to Perform a SWOT Analysis with the Vision Tool

As a team, identify the strengths, weaknesses, opportunities, and threats for your company or a specific department function. To document your SWOT analysis, open the SWOT page of the Vision tool:

1. Click V/TO® from the left navigation.
2. Choose a team from the Team dropdown.
3. Click the SWOT tab.
4. Click ADD… in any of the four sections to add a new item to its list.
5. Click any row in a list to add or edit its content.

To arrange the items in any section, hover over one of the items and then click, drag, and drop the six-dot icon () on the left side of the item.

Click the ellipsis () to the right of any item to open a popup with the following options:

• Make it an Issue — adds the content of the SWOT item to a short-term Issue for your team to discuss.
• Create a To-Do — adds the content of the SWOT item to a team To-Do.
• Delete — removes the item from the list.

Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your:

• Scorecards (weekly, monthly, quarterly, and annual)
• Rocks
• V/TO®
• Traction©
• SWOT
• Long-term Issues
• Accountability Chart

How to Export a Quarterly Report

To create your team's quarterly report PDF:

1. Click V/TO® from the left navigation.
2. Choose a team from the Team dropdown.
3. Click the chart icon () to generate the PDF.
4. Save the PDF or print it for your records.

To export a printable PDF of your V/TO®, Traction®, and SWOT:

1. Click V/TO® from the left navigation.
2. Choose a team from the Team dropdown.
3. Click the PDF icon () to generate the PDF.

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
3. Ensure the correct printer is selected.
4. Choose the appropriate page size.
5. Set orientation (Portrait/Landscape) based on the layout.
6. Adjust margins and scaling if necessary for better readability.
7. Click Print to complete the process.