V2MOM Workshop
Create strategic company alignment with Salesforce’s V2MOM collaborative goal setting workshop template.
Create strategic company alignment with Salesforce’s V2MOM collaborative goal setting workshop template.
About V2MOMs
The V2MOM has been used to guide every decision at Salesforce. The V2MOM enables teams to define and clearly communicate what they are doing, and why. It is based of these five elements:
Vision What do you want to achieve?
Values What’s important to you?
Methods How do you get it?
Obstacles What is preventing you from being successful?
Measures How do you know you have it?
It is important to ensure alignment in the way various teams or individuals in the organization answer these questions.
How to run a V2MOM workshop
This template is intended for mid-size groups and can be run for an entire organization, or on a team level.
Before the session begins
The facilitator needs to prepare breakout rooms in advance as some of the activities will be done in smaller groups. Make sure to prepare the board & add the highlighted information. It is also helpful to add additional context from the past goal or visitation setting workshops.
Introduction & setting the context
Kickoff the session by a quick introduction to the tools and an overview of the V2MOM framework.
Vision & Values activity
Headlines of the Future activity would help your team to warm up and start thinking about company Vision and Values. If the team already has a Vision statement and company or team Values, use this as an opportunity to share feedback and include ideas from the group for a future iteration. You can also start drafting the Vision and Values statements as a group during the session.
Brainstorming Methods & Measures
What steps would you need to take to achieve your goals and how will you know when you are successful? In this section you will encourage the team to think about all the actions and steps that need to be taken in order to bring the Vision statement to life. Brainstorm tasks, projects and metrics that will determine what success looks like.
Flagging the Obstacles
Spend some time at the end of the session to brainstorm any red flags that might hinder your way to success. What challenges and issues does the team need to address?
Feedback session
Close the workshop with a Q&A and feedback session.
After the workshop
Download the Vision and Value statement frames to share them with everyone after the session, and make sure all Methods & Measures are being tracked. We think of the V2MOM as a living and breathing document. It evolves as the company goes through various stages, and your V2MOMs should stay updated as progress towards the goals is made.
How do you write a V2MOM?
There are many ways you can write your V2MOM. This template teaches you how to run a workshop and collaboratively write your V2MOM with your team. There are key elements that people will focus on: vision, values, methods, obstacles, and measures. Each section has an exercise so you and your team can write the key elements of your V2MOM board together.
What are values in V2MOM?
Each organization often defines its own V2MOM values. The values in V2MOM are divided into three categories: corporate, community, and personal. You can define them by answering these questions: What are clear beliefs that will drive our vision? What are common core values helped by team members? What are the new values that will need to be adopted?
Get started with this template right now.
Objectives and Key Results (OKRs) Template
Works best for:
Leadership, Strategic Planning, Project Planning
Clarity, focus, and structure — those are the key ingredients to feeling confident in your company’s directions and decisions, and an OKR framework is designed to give them to you. Working on two main levels — strategic and operational — OKRs (short for objectives and key results) help an organization’s leaders determine the strategic objectives and define quarterly key results, which are then connected to initiatives. That’s how OKRs empower teams to focus on solving the most pressing organizational problems they face.
OKR Planning Template
Works best for:
Strategic Planning, Meetings, Workshops
The OKR Planning template helps you turn exhaustive OKR sessions into dynamic and productive meetings. Use this template to make OKR planning more interactive, guiding your team through the session with creative Ice Breakers and Brainstorms, so you can co-create your OKRs and define the key results and action plans to achieve them.