The Salesforce framework for total organisational alignment
V2MOM — Vision, Values, Methods, Obstacles, Measures — forces clarity at every level. Inktrail's AI generates your complete V2MOM from a brief description of your organisation and goals.
What's included
All five V2MOM components
Vision, Values, Methods, Obstacles, and Measures — each with guided prompts to fill in correctly.
Obstacle-first thinking
Explicitly surfaces obstacles before they derail execution — a unique strength of the V2MOM format.
Cascadable to teams
Each team creates their own V2MOM that ladders into the company V2MOM — perfect for scaling alignment.
AI-powered generation
Enter your company vision and key goals — Inktrail generates a complete V2MOM document.
How to use this template
- 1
Open the V2MOM template
Go to Templates → Strategy and select "V2MOM".
- 2
Define your Vision
Write a one-sentence vision that describes your aspirational future state. Keep it ambitious and memorable.
- 3
List your Values
Identify 3–5 core values that guide how you'll achieve the vision. These are behavioural anchors.
- 4
Define Methods and Obstacles
List the key actions (Methods) and known blockers (Obstacles) for each value.
- 5
Set your Measures
Add quantifiable success metrics for each method. AI can suggest metrics based on your context.
Who uses this template
- Executives running annual planning with Salesforce methodology
- Team leads creating team-level V2MOMs
- Startups adopting structured planning for the first time
- Coaches and consultants guiding strategic planning sessions
Frequently asked questions
- What is V2MOM?
- V2MOM is a strategic planning framework created by Salesforce CEO Marc Benioff. It stands for Vision, Values, Methods, Obstacles, and Measures. It's used at every level of the organisation to create alignment from company to individual.
- How often is V2MOM updated?
- Salesforce updates V2MOM annually, but many teams do a mid-year review. The key is that every level of the org has a current V2MOM that links to the company's.
- Is V2MOM better than OKRs?
- Both are strong frameworks. V2MOM emphasises values and obstacle-surfacing more explicitly. OKRs are more widely used and tool-supported. Inktrail has templates for both.
- Is the V2MOM template free?
- Yes — fully free on Inktrail's free tier.
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