V/TO™ Organizer Guide
What is the V/TO™?
The Vision/Traction Organizer™ (V/TO™) is a foundational tool in the EOS® system that helps you clarify your company's vision and create a plan to achieve it. It's a two-page document that captures your organization's vision (where you're going) and traction (how you'll get there).
Getting Started with V/TO™ in MeetingTango
Accessing Your V/TO™
- Navigate to Dashboard → V/TO™ or directly visit
/vto - Click "Create New V/TO™" if starting fresh, or "Edit V/TO™" to modify existing
The 8 Essential Questions
MeetingTango guides you through answering the 8 questions that make up your V/TO™:
Vision Page (Page 1)
1. Core Values (3-7 values)
What are Core Values?
- The 3-7 essential traits that define your company culture
- These are discovered, not created
- They guide hiring, firing, and daily decisions
How to Define Them:
- Think about your best employees - what makes them great?
- Identify common traits across your star performers
- Define each value with specific behaviors
- Test them: Would you fire someone who doesn't share them?
MeetingTango Features:
- Pre-built value templates
- Behavioral definition builder
- People Analyzer™ integration for value assessment
2. Core Focus™ (Purpose/Cause/Passion + Niche)
Your Purpose/Cause/Passion:
- Why does your organization exist?
- What are you passionate about?
- What bigger purpose do you serve?
Your Niche:
- What do you do better than anyone else?
- What is your unique ability?
- Where should you focus your efforts?
MeetingTango Features:
- Guided prompts and examples
- Industry-specific templates
- Auto-save as you work
3. 10-Year Target™
Setting Your BHAG (Big Hairy Audacious Goal):
- Where do you want your organization to be in 10 years?
- Make it specific and measurable
- Should be ambitious but achievable
Examples:
- "$100M in revenue"
- "1,000 customers across 5 continents"
- "The go-to solution for [your niche]"
4. Marketing Strategy
Four Key Elements:
Target Market ("The List"):
- Demographics
- Geographics
- Psychographics
Three Uniques:
- What makes you different?
- Why should customers choose you?
- What can only you provide?
Proven Process:
- Your unique way of delivering value
- Name it and claim it
- Make it visual if possible
Guarantee:
- What promise do you make?
- How do you reduce customer risk?
5. 3-Year Picture™
Paint a vivid picture including:
- Revenue goals
- Profit targets
- Measurables (specific numbers)
- What does it "look like"?
MeetingTango Features:
- Milestone tracker
- Progress visualization
- Automatic Rock generation
Traction Page (Page 2)
6. 1-Year Plan
Set 3-7 goals for the year:
- Must be SMART goals
- Should align with 3-Year Picture
- Include revenue and profit targets
- Add 3-7 other measurables
MeetingTango Integration:
- Links to Scorecard metrics
- Quarterly Rock planning
- Progress tracking dashboard
7. Quarterly Rocks
Your 90-Day Priorities:
- 3-7 most important things this quarter
- Each Rock has one owner
- Must be SMART (Specific, Measurable, Attainable, Realistic, Time-bound)
- Company Rocks and Individual Rocks
MeetingTango Features:
- Rock tracking dashboard
- Automatic rollover to next quarter
- Progress notifications
- Level 10 Meeting™ integration
8. Issues List
Document all obstacles, problems, and opportunities:
- Short-term issues
- Long-term issues
- Strategic opportunities
- Ideas for improvement
MeetingTango IDS™ Process:
- Prioritize issues by impact
- Track resolution in Level 10 Meetings™
- Archive solved issues
- Generate action items
Best Practices for V/TO™ Success
Regular Review Schedule
Quarterly:
- Review and update Rocks
- Check 1-Year Plan progress
- Update Issues List
- Adjust as needed
Annually:
- Full V/TO™ review
- Roll 3-Year Picture forward
- Set new 1-Year Plan
- Celebrate achievements
Team Involvement
Who Should Participate:
- Leadership team (required)
- Department heads
- Key stakeholders
- Consider all-company sharing
Sharing Your V/TO™:
- Export as PDF from MeetingTango
- Share in company meetings
- Post in common areas
- Include in onboarding
- Reference in decisions
MeetingTango V/TO™ Features
Collaboration Tools
- Real-time editing with team
- Comment and suggestion system
- Version history
- Change tracking
Integration Points
- Scorecard: Metrics flow from V/TO™ goals
- Rocks: Quarterly priorities align with 1-Year Plan
- Level 10 Meetings™: Review progress weekly
- People Analyzer™: Assess core value fit
Templates & Examples
- Industry-specific V/TO™ templates
- Example V/TO™s from successful companies
- Guided setup wizard
- Best practice tips
Common V/TO™ Mistakes to Avoid
- Too Many Core Values - Stick to 3-7 maximum
- Vague 10-Year Target - Make it specific and measurable
- Misaligned Rocks - Ensure Rocks support your 1-Year Plan
- Set and Forget - Review quarterly, minimum
- Leadership-Only Document - Share with entire organization
Getting Help
In MeetingTango:
- Click the ? icon for contextual help
- Use the Template Library for examples
- Enable Guided Mode for step-by-step assistance
Resources:
Quick Tips
✅ Start with Core Values - They inform everything else
✅ Be Specific - Vague visions don't inspire action
✅ Get Buy-In - Involve your leadership team
✅ Keep it Simple - If it's complex, it won't be used
✅ Review Regularly - Quarterly minimum, monthly is better
Ready to create your V/TO™? Start Now →