Vision is one of the 9 Core Competencies your organization develops on Ninety. Mastering it means getting every member of your organization on the same page about where you're going and how you plan to get there. Ninety's Vision tool gives every team a place to plan, organize, and document that Vision, then keeps it current, accessible, and connected to the weekly work happening across your other tools.

The Vision tool is where your organization documents and shares its Vision and long-term plan. It has four pages: Vision, Strategy, Long-Term Issues, and SWOT. Every team in your Ninety account has its own Vision (except Project teams), so each part of the organization can document goals and priorities that reflect both the company's overall direction and its own contribution to it.

The Vision and Strategy pages are available to all subscription levels, including Free. The Long-Term Issues and SWOT pages are available on paid plans. Teams on paid subscriptions can also use the Custom Vision feature to rename, rearrange, and add sections so the tool uses the terms that work best for their needs.

Having a detailed, documented Vision shared with your whole organization offers the following:

When you and your team are collectively willing to say no to everything that doesn't make it through your Focus Filters, you're on the path to building a focused, aligned, and thriving organization. Learn more in our Vision Builders Workbook.

The Vision page captures your organization's long-term identity: your Core Values (the guiding principles you expect everyone to embody), your Purpose (also framed as Passion, Just Cause, or Compelling Why), your Niche (what your business does and for whom), and your Marketing Strategy (Ideal Customer, Unique Value Proposition, Proven Process, and Guarantee).

Learn more in Documenting Your Company or Team Vision.

The Strategy page is where long-range vision becomes near-term execution. It offers a one-page look at your Compelling and Audacious Goals (CAGs), 3-year goals, 1-year goals, and 90-day goals, with each section tracking a future date, revenue, profit, and the KPIs you'll use to measure success.

Learn more in Creating and Documenting Goals on the Strategy Page.

The Long-Term Issues page displays a direct copy of your team's long-term list from the Issues tool: the ideas, opportunities, and problems your team isn't ready to address this quarter. Reviewing this list is a standard part of quarterly and annual planning. Leadership teams can choose which of their long-term Issues are visible to other teams using the Public Issue toggle.

The SWOT page helps your team record a structured analysis of its Strengths, Weaknesses, Opportunities, and Threats to supplement your long-term strategy.

Learn more in Record Your Team's SWOT Analysis and our SWOT analysis overview.

Rocks. The 90-day goals on your Strategy page connect this quarter's Rocks to a longer arc: your 1-year goals, 3-year goals, and Compelling and Audacious Goals.

Issues. Long-term Issues from the Issues tool mirror automatically to the Vision tool's Long-Term Issues page, giving leadership a running view of what the organization isn't ready to tackle this quarter. During planning meetings, these Issues are reviewed to determine which should become Rocks or stay on the list.

Meetings. The Vision is reviewed at every Quarterly Planning Meeting and Annual Planning Meeting, and a copy is automatically archived at the start of each meeting, preserving the prior version.

Data. The revenue targets, profit goals, and KPIs documented on your Strategy page provide the benchmarks the Data tool tracks weekly, so teams can see whether their numbers are trending toward the right outcomes.

Org Chart. The Core Values defined on your Vision page are the foundation for evaluating whether you have the right people in the right Seats. The Org Chart provides structure for the roles needed to execute the Vision, while the Vision tool defines that Vision.

For a full breakdown of what each role can do across all tools, see User Roles and Permissions.

Navigating the Vision Tool — Use the Team dropdown, Share Vision toggle, Leadership toggle, and Archive to find the information you need.

Documenting Your Company or Team Vision — Edit the Vision page's sections, including Core Values, Purpose, Niche, and Marketing Strategy.

Creating and Documenting Goals on the Strategy Page — Add and edit your CAGs, 3-year, 1-year, and 90-day goals, and work with the Long-Term Issues list.

Record Your Team's SWOT Analysis — Document your team's Strengths, Weaknesses, Opportunities, and Threats.

Display the Organization's Vision Across All Teams — Share the Leadership Team's Vision with the whole organization and manage what's visible.

Custom Vision Feature — Rename, rearrange, resize, and add sections so the Vision tool matches your organization's language.

Archiving the Vision — Save a copy of your current Vision and review versions from past quarters.

Exporting a Quarterly Report — Generate a PDF report with your team's Scorecard data, Rocks, Vision, and Long-Term Issues for planning meetings.

Printing and Exporting Your Vision to PDF — Export a standalone PDF of your Vision for printing or sharing outside of Ninety.

Who can see the leadership team's Vision?

Every user assigned a role in your Directory can view the Vision tool. Whether they see the leadership team's Vision depends on the Share Vision toggle: when the leadership team turns it on, all other teams can select View Leadership Vision to see the shared sections.

How do I share certain sections of the Vision with other teams?

To share individual sections of the leadership team's Vision (such as Core Values): click the gear icon at the far right of the Filters bar, click the Custom Vision toggle on, and click Close. Then, click the pencil icon on any card of the Vision or Strategy pages and click the Cascade to all teams toggle on. Changes save automatically.

What's the difference between the Vision page and the Strategy page?

The Vision page documents who your organization is and where it's going: Core Values, Purpose, Niche, and Marketing Strategy. The Strategy page documents how you'll get there over time: your Compelling and Audacious Goals, 3-year goals, 1-year goals, and 90-day goals. Together, they keep long-term identity and near-term execution connected.

Can every team have its own Vision, or is it just for the leadership team?

Every team has its own Vision, except Project teams, which are not assigned a Vision by design. Departmental teams can document their own Vision and goals, while the leadership team controls how much of its Vision is cascaded and visible to other teams.

When is the Vision automatically archived?

A copy of your Vision is automatically archived when your team starts a Quarterly Planning Meeting or Annual Planning Meeting in the Meetings tool. You can also archive manually at any time by clicking Archive > Archive a copy of this Vision.

Who can edit the leadership team's Vision?

Only Owners, Admins, and Coaches can edit the Leadership Team's Vision, Strategy, and SWOT pages. This is a stricter permission than other teams, where Managers can also edit. If you need to update the leadership Vision and don't have access, contact your company's Owner or Admin.

Do my goal sections on the Strategy page share a description?

Yes. The 1-year, 3-year, and 90-day goal sections share a single description field, so text entered in one section's description appears across all three. The goal values (targets, titles, and dates) are distinct within each section.

What Is Business Vision: The Core of Strategy and Growth — How a documented vision anchors strategy and growth at every stage of a company's development.

Is Your Organization Leveraging Vision Building for Growth? — How to create a compelling vision using Focus Filters, including core values, ideal customers, and audacious goals.

How to Establish a Compelling Vision: A Blueprint for Founders — A structured process for founders to create and communicate an explicit, coherent vision and roll it out to their teams.

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