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Week 1

Marc Benioff’s V2MOM

Use the V2MOM process to get aligned on goals and strategies across the

company.

Creating Organizational Alignment through the V2MOM:

The Importance of Company-Wide Alignment:

Clarity and visibility into how their work contributes to the company success

A sense that what they’re doing makes a difference

To feel like they’re a part of something that is bigger than themselves

Working Toward Alignment:

Making company alignment a priority is a good starting point. Using a goal-setting

or business-planning process to get everyone on the same page can help too. But

to truly ensure that everyone’s goals are aligned—to make sure that everyone

knows their role in helping the company achieve its vision—you need an

innovative, unique approach. An approach that:

Keeps everyone moving in the same direction

Clarifies priorities and what’s most important

Allows managers to track and measure their team’s progress against their

goals

Helps individuals hold themselves accountable for delivering results

Salesforce’s V2MOM:

So how does Salesforce create alignment? Given Salesforce’s breakneck speed of

growth, the most important things are constant communication and complete

alignment. We’ve been able to achieve both with a “secret” management process

developed many years ago.

It all started back when our founder Marc Benioff was working at Oracle.

Struggling to define a way to help his divisions find clarity on their vision and

goals, Marc sought wisdom from leadership, personal development, and spiritual

gurus. Taking the best of all he heard, he developed his own management process

called the V2MOM, an acronym that stands for Vision, Values, Methods,

Obstacles, and Measures.

A V2MOM is important because it:

A. Keeps everyone aligned and moving in the same direction

B. Allows managers to track and measure their team’s progress against their goals

C. Helps individuals hold themselves accountable for delivering results

D. All of the above

2. Employees crave alignment because it gives them:

A. A sense that what they’re doing makes a difference

B. A chance to increase their salary

C. An opportunity to get promoted

D. Great performance for their car

3. V2MOM, Salesforce’s alignment process, stands for:

A. Vision, Victory, Money, Overhead, Management

B. Victory, Values, Mom, Obstacles, and Measures

C. Values, Vision, Management, Objectives, Meaning

D. Vision, Values, Methods, Obstacles, Measures

Writing a V2MOM:

How to Write a V2MOM:

Throughout this module, we refer to our goal setting and organizational

alignment process as V2MOM.

The first step in writing your own V2MOM is to read your company’s and your

manager’s V2MOM, talk to your manager to get aligned on the Methods and

Measures most relevant to you, and then get writing!

Vision:

The Vision represents what you want to achieve or accomplish. It focuses on

what’s most important to you. Writing a great Vision helps you paint a picture of

what you want the future to look like.

What is your bold Vision for what you want to achieve this year?

Values:

Values represent the principles or beliefs that are most important as you pursue

your Vision. They guide everyday decisions and tradeoffs.

Methods:

Methods represent the actions you take to achieve your Vision.

Obstacles:

Obstacles are things that block your progress, get in your way, or make it difficult

to accomplish what you’ve outlined. Identifying Obstacles before you jump into

your work helps you anticipate challenges and proactively consider how to

overcome them.

Measures:

Measures tell you and others when you’ve achieved success or successfully

completed your Methods.

For each of your Measures, how can you clearly define success?

Writing SMART Measures:

SMART is an acronym that helps you think through all the elements of

establishing clear, actionable, and measurable Measures. When writing your

V2MOM Measures, make sure they follow the SMART format.

?Want a little more clarity on what SMART looks like?

SMART Measures Look Like This:

Achieve market share of 30% in the United States by the end of the fiscal year.

Not This: Dominate the U.S. market!

1. Vision in the V2MOM defines:

A. The actions and steps to take to get the job done

B. Your 3–5 key objectives for the year

C. What you want to do or achieve

D. The challenges, problems, issues to overcome

2. Methods in the V2MOM are:

A. Ways to measure your results

B. Beliefs that help you pursue your vision

C. Your long-term strategies to achieve your vision

D. Actions and steps to take to achieve your vision

3. When writing the Measures portion of your V2MOM, think about:

A. How to overcome obstacles that might get in your way

B. The values that guide your everyday decisions and trade-offs

C. The 5–8 things you want to accomplish

D. The way you know you’ve been successful

4. An example of a SMART measure is:

A. Lead the market and outpace our competitors

B. Increase market share by 20% in 2017

C. Be a great place to work

D. Be the biggest and most profitable airline

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