Salesforce
Salesforce

V2MOM template

Marc Benioff, CEO of Salesforce, one of the largest companies in the world, maintains that its success its driven by the team's ability to get on the same page. Using the V2MOM framework — Vision, Values, Methods, Obstacles, and Measures — Salesforce clarifies objectives, communicates actionable steps, and fosters alignment team-wide.

It begins with defining a vision, establishing desired outcomes and a clear destination. Identifying core values guides decision-making, while developing practical methods and strategies transforms the vision into reality. The framework also addresses obstacles that hinder progress, promoting effective resolution. To track and evaluate progress objectively, data and metrics are utilized as measures, ensuring tangible indicators of success.

With V2MOM, Salesforce empowers individuals and companies alike to approach the tasks before them with clarity and purpose, achieving their goals with a systematic approach.

V2MOM template

Vision

What do you want to achieve?

What is the vision for what you want to achieve?

Values

What’s important to you?

What’s important to me about this goal? What are the values supporting the vision?

After making a list of values, rank them in order of importance. It’s an exercise that forces choice between pairs of competing priorities — if everything is a priority, nothing is.

Methods

How do you get it?

Establish the methods for implementing your vision and values. This part of the framework outlines all the actions and steps that everyone needs to take to get the job done. You should also rank these methods in order of priority.

Obstacles

What is preventing you from being successful?

The fourth part identifies the obstacles you might have to overcome to achieve your vision. What challenges, problems, and issues are standing between you and achieving success? Which obstacles are the most critical to resolve, and how will you resolve them?

Measures

How do you know you have it?

Finally, tackle the problem of coming up with the appropriate measures. How will you know when you are successful? In my mind, a subjective yes-or-no judgment doesn’t cut it. You need data and metrics to determine what success looks like. 


Marc Benioff, CEO of Salesforce, one of the largest companies in the world, maintains that its success its driven by the team's ability to get on the same page. Using the V2MOM framework — Vision, Values, Methods, Obstacles, and Measures — Salesforce clarifies objectives, communicates actionable steps, and fosters alignment team-wide.

It begins with defining a vision, establishing desired outcomes and a clear destination. Identifying core values guides decision-making, while developing practical methods and strategies transforms the vision into reality. The framework also addresses obstacles that hinder progress, promoting effective resolution. To track and evaluate progress objectively, data and metrics are utilized as measures, ensuring tangible indicators of success.

With V2MOM, Salesforce empowers individuals and companies alike to approach the tasks before them with clarity and purpose, achieving their goals with a systematic approach.

Related examples in Strategy
Shopify
Shopify
Brainstorming Session
Capital One
Capital One
Architecture decision description