V2MOM annual planning sets the alignment that governs the whole year. Unlike a quarterly review, which adjusts an existing plan, this session rebuilds the V2MOM from a clear-eyed look back: vision and values are reaffirmed or refreshed, while methods, obstacles, and measures are largely rewritten for the year ahead. This V2MOM template runs that full rebuild.
Run it once a year, late in the current year or at the very start of the new one, so the organization enters the year aligned. It is the anchor of the V2MOM rhythm, with quarterly reviews and lighter check-ins executing the legs of the plan it produces.
Include the leadership team and the key contributors who will own methods and measures, six to fifteen people. The group should be wide enough to commit the organization yet small enough to make the ranking decisions a V2MOM depends on. Cascade team-level V2MOMs afterward.
Begin with an honest year in review scored against last year measures, since lessons should shape the new plan. Refresh the vision and reaffirm or reorder the values, keeping that layer relatively stable. Then do the heavier work: rebuild the prioritized methods, name the obstacles with owners, and set numeric measures for the year. The ranking is the point. When methods and values are ordered, the thousands of small decisions made over the year get easier and more consistent.
Set the year on one aligned page. Run it in OrgTP and connect your annual V2MOM to quarterly reviews and weekly execution.
240 minutes total · 6 sections
The V2MOM (Vision, Values, Methods, Measures, Obstacles) is the legendary strategic planning framework created by Marc Benioff, founder and CEO of Salesforce. Benioff attributes Salesforce's meteoric growth and absolute organizational alignment directly to the continuous use of the V2MOM.
If your company struggles with rapid scaling, lacks a clear and shared vision, or finds that different departments are pulling in opposite directions, implementing the V2MOM will bring absolute clarity and alignment to your organization.
This comprehensive guide provides a battle-tested V2MOM Annual Planning Template and a step-by-step agenda to help your leadership team define your vision, align on values, and build a robust execution roadmap for the upcoming year.
V2MOM Annual Planning is a highly collaborative, 4-hour strategic workshop held by the executive leadership team at the start of each fiscal year.
The primary objective of the session is to co-author a single, high-impact V2MOM document that defines the company's strategic direction. Unlike traditional, dry business plans, the V2MOM is a dynamic, living document that fits on a single page and is designed to be understood and adopted by every employee in the organization.
To build a comprehensive, aligned V2MOM without getting bogged down in tactical details, we recommend a structured 240-minute time-boxed agenda:
| Time | Agenda Item | Objective |
|---|---|---|
| 00:00 - 00:40 | Year in Review & Reflection | Review the past year's performance, celebrate wins, and document key lessons learned. |
| 00:40 - 01:10 | Draft the Vision | Brainstorm and write a bold, inspiring Vision statement for the upcoming year. |
| 01:10 - 01:40 | Align on Values | Identify and prioritize the top 3-5 core Values that will guide your decisions and behaviors. |
| 01:40 - 02:30 | Build the Methods | Brainstorm and select the 3-5 primary Methods (initiatives) required to achieve the Vision. |
| 02:30 - 03:10 | Name the Obstacles | Honestly identify the internal and external Obstacles that could prevent you from executing your Methods. |
| 03:10 - 03:50 | Set the Measures | Define specific, quantifiable Measures (KPIs) for every Method. Assign clear owners. |
| 03:50 - 04:00 | Commitment & Close | Re-affirm the team's commitment to the finished V2MOM and outline the communication plan. |
A common mistake is jumping straight to Methods (what you want to do) before aligning on Values (what is most important). Your Values must act as the filter for your Methods. If one of your core Values is "Customer Success," but your proposed Methods focus strictly on aggressive cost-cutting that hurts service quality, your V2MOM is misaligned.
Do not treat the Obstacles section as an afterthought. The best V2MOMs are incredibly transparent about the risks, resource constraints, and market challenges the company faces. Identifying obstacles early allows you to proactively build countermeasures into your Methods.
The power of the V2MOM lies in its simplicity. The entire document must fit on a single page. If your V2MOM is a 10-page document, employees will not read it, remember it, or align with it. Keep your language simple, direct, and free of corporate jargon.
V2MOM stands for Vision, Values, Methods, Measures, and Obstacles. It is a strategic planning and organizational alignment framework created by Salesforce founder Marc Benioff.
Traditional strategic planning often results in dense, multi-page documents that are rarely read or updated. The V2MOM is a concise, single-page document that is highly visual, dynamic, and designed to be adopted by every level of the organization.
Yes. Typically, the CEO and executive team write the corporate V2MOM. Then, every department, team, and even individual employee writes their own V2MOM that directly aligns with and supports the corporate version.
The V2MOM is typically drafted annually during a strategic planning session. However, it should be formally reviewed and updated quarterly or semi-annually to adjust to major market shifts or resource changes.
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