To edit any portion of the V/TO, click the pencil icon in the specific section. Changes made will save automatically, and the check mark can be clicked to exit the editing session.

Core Values, Purpose/Cause/Passion & Niche

WHILE EDITING: Make sure the Team Selected is the Leadership Team. The SLT is the only team that can edit these fields. Other teams will see this content, but not be able to edit it. Check which team is selected as SLT in Settings and learn how to set the SLT here.

Each team will be able to edit their own Marketing Strategy, 3-Year Picture™ and Traction® page.

3 Year, 1 Year and 90 Days - Keeping your content consistent.

Revenue, Profit, and Measurables are connected across all 3 sections. Each time you add a new Revenue, Profit or Measurable field the description to the left will duplicate and the value to the right is unique to that time frame.

Adding Measurables to 3 Year, 1 Year, and 90 Days pull from the measurables that are added into your account.

Remember: your content saves automatically!

Company Rocks and Long Term Issues

Company (or Departmental) Rocks will auto-populate in the Rocks section with any Rock marked Company/Departmental within the team you are viewing. To add a new Rock, just use the create button!

Any Issues marked as Long Term will appear in the Issues column. These are also visible on the Issues page. Add new Issues with the create button and organize your existing Issues by dragging them.

Need to export your V/TO? Learn how here.

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