V2MOM Creation Workshop Template

The V2MOM is a one-page alignment framework built around five elements: Vision, Values, Methods, Obstacles, and Measures. Originally developed at Salesforce by Marc Benioff, it forces a team to answer what it wants, why, how, what stands in the way, and how success will be measured. This V2MOM template walks all five in a single working session.

When to use it

Run this workshop when you are creating a V2MOM for the first time, starting a new fiscal year, launching a new team, or resetting after a major strategy shift. It is the foundational session that every later V2MOM review and check-in builds on.

Who attends

Keep the room to the leadership team plus the key contributors who will own methods and measures. Five to twelve people is the sweet spot. Larger groups slow the ranking work that makes a V2MOM useful, so cascade team-level V2MOMs in follow-up sessions.

How to run it

Frame the five elements first so everyone shares the vocabulary, then work them in order. Draft a vision anyone can repeat, rank the values so trade-offs are settled in advance, and prioritize the methods rather than listing everything. Name the obstacles honestly, since unspoken risks are the ones that derail the plan. Close on measures that are numeric and owned. The power of the V2MOM is the ranking: when methods and values are ordered, day-to-day decisions get easier.

Facilitator tips

• Rank values and methods rather than leaving them as flat lists. The order is where the alignment lives.
• Keep the vision to one or two sentences anyone in the company could repeat.
• Insist on honesty in the obstacles section. A V2MOM with no obstacles is not finished.
• Write measures as numbers with owners, not aspirations.

Common mistakes

• Listing methods without ranking them, so everything feels equally urgent.
• Writing a vague vision that no one can recall a week later.
• Skipping obstacles to keep the mood positive, which hides real risk.
• Setting measures with no number or no owner, so progress cannot be tracked.

Ready to put your V2MOM to work? Run it in OrgTP and keep your vision, methods, and measures visible to the whole team every week.