The V/TO is EOS's answer to strategic plans nobody reads: two pages, filled by the leadership team, that connect long-range vision to this quarter's priorities. The vision half answers who we are and where we are going; the traction half answers what we will actually do about it this year and this quarter. Fill it as a team, revisit it every quarter, and keep it to two pages.
Vision / Traction Organizer
EOS V/TO
- Company: ____________________
- Leadership team: ____________________
- Vision page: who we are and where we are going
- Traction page: what we will do about it this year and this quarter
- Fill it together, revisit it every quarter, keep it to two pages
Vision
Core Values
- Example: Do the right thing, even when it costs us
- Example: Earn trust through clarity, not spin
- Example: Fix the root cause, not the symptom
- Your value: ____________________
- Your value: ____________________
- Keep to a short, real list of 3 to 7 that actually guide hiring and firing
Vision
Core Focus
- Purpose / cause / passion: Example - help mid-market teams run on one operating system
- Your purpose: ____________________
- Niche: Example - operating-system software for companies running EOS
- Your niche: ____________________
Vision
10-Year Target
- Example: 10,000 companies running their entire business on our platform by 2036
- Your 10-year target: ____________________
- One big, measurable, energizing destination the whole company can name
Vision
Marketing Strategy
| Element | Example | Yours |
|---|
| Target market | Mid-market services firms, 50 to 500 staff | ____________________ |
| Uniques (3) | Fastest setup; one system not five; live coaching | ____________________ |
| Proven process | Diagnose, install, run, review | ____________________ |
| Guarantee | Full quarter live or your money back | ____________________ |
Vision
3-Year Picture
- Future date: 12/31/____
- Revenue: Example $24M Yours: ____________________
- Profit: Example $4.8M Yours: ____________________
- What it looks like: Example - 60 staff, three product lines, named brand in our niche
- Your picture: ____________________
Traction
1-Year Plan
- Future date: 12/31/____
- Revenue: Example $14M Yours: ____________________
- Profit: Example $2.6M Yours: ____________________
- Measurables: Example - 1,200 active accounts Yours: ____________________
- Goals for the year (3 to 7): ship billing v2; reach 1,200 accounts; ____________________
Traction
Quarterly Rocks
| Rock (this quarter) | Owner | Status |
|---|
| Launch self-serve onboarding flow | A. Lee | On track |
| Close 3 enterprise pilots | R. Diaz | At risk |
| ____________________ | ________ | ________ |
| ____________________ | ________ | ________ |
Traction
Issues List
- Long-term issues to tackle in future quarters, parked here until then
- Example: support load is outgrowing the current team
- Example: pricing model unclear for the enterprise tier
- Issue: ____________________
- Issue: ____________________
- Issue: ____________________
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How to use this template
- Fill the vision page as a leadership team and reach genuine agreement. A vision only one person believes is not shared.
- Keep core values to a short, real list. Values that describe everyone (integrity, teamwork) describe no one and guide nothing.
- Turn the three-year picture into this year's plan and this quarter's Rocks. The traction page is where vision becomes work.
- Revisit the V/TO every quarter. It is a living document; a V/TO filed and forgotten is just another plan nobody reads.
Frequently asked questions
What does V/TO stand for?
Vision/Traction Organizer. It is the two-page document in EOS that captures a company's vision on one page and the traction (one-year plan, quarterly Rocks, issues) to achieve it on the other.
Who fills out the V/TO?
The leadership team, together. The shared act of agreeing on the vision and the Rocks is most of the value; a V/TO written by one person and handed down does not create alignment.
