From 2008 to 2013, I was part of a world class team that dreamt big. Together, we transformed the early concept of the Salesforce platform into the #1 Enterprise SaaS platform—a feat that resulted in hundreds of millions in revenue and provided many billion dollar startups with foundations for their own success.
One important principle that made this team’s dream a reality was alignment. To achieve and maintain team alignment we used a tool called V2MOM—one that I continue to use today with my teams at
as we push for a radically sensible approach to data privacy. Over time, I adapted V2MOM to fit the needs of our startup, including a V-shaped process with four working phases. (For those here who are not familiar with V2MOM, it’s a variation of the much more popular OKR.)
I’ve turned our V2MOM process into a tool—this Coda doc—to make it easy for you to implement V2MOM at your own company. Copy the doc below, then read on to learn what makes the V2MOM process so special.
Copy this doc
What is V2MOM?
V2MOM is an acronym for Vision, Values, Methods, Obstacles, and Measures. Originally developed by Salesforce co-founder and CEO
Finally, this page keeps everyone on the same planning timeline. Each of the 4 planning phases are shown on a calendar so that the V2MOM submission process runs smoothly.
By bringing all the V2MOMs in a single place, this doc encourages alignment, growth, and efficiency across the team:
Track the entire company’s V2MOM’s in one place. No more duct tape between siloed spreadsheets. This connects individuals with the company and short-term measures with long-term visions.
You can’t improve what you don’t measure. Systematically improve individual and company progress with the quarterly retrospective ritual. Then, visualize changes over time with self-updating charts and metrics.
A self-updating presentation. No more copy/paste into PowerPoint every quarter. This doc enables you to spend less time talking about goals, and more time achieving them.
If you would like to try this technique and need help implementing it, the Coda team has graciously offered to help. Click this button to get assistance: