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Navigating the Vision Tool

How to find the information you need in your team or company's Vision documentation.

Written by Tommy Mains

How to Navigate the Vision Tool in Ninety

Use the following filters to navigate the Vision tool effectively:

  • Team dropdown.

  • Share Vision toggle.

  • Leadership toggle.

  • Archive.

Team dropdown

Like several of our other tools, the Vision tool is first sorted by team. Click the Team dropdown to select which team's Vision and goals you'd like to view, edit, or create.

Your company's leadership team can determine which parts of the organization's Vision are cascaded and viewable to other teams. Learn more in Display the Organization's Vision Across All Teams.

Share Vision toggle

Leadership team members have the Share Vision with All Teams toggle available. When enabled, all other teams in Ninety can toggle on View Leadership Vision to view the leadership team's Vision and goals instead of their team's.

Alternatively, the leadership team can choose individual sections to share or hide. Here's how:

  1. Click Edit Layout.

  2. Click Manage Sections.

  3. Click the closed-eye icon to hide a section and keep it private to the leadership team.

  4. Click the open-eye icon to change a private section to public.

  5. Click Save.

  6. Click Save and Exit.

Leadership toggle

When viewing a non-leadership team, users can toggle on View Leadership Vision to view the leadership team's Vision. This toggle is not visible if the leadership team has disabled the Share Vision with All Teams toggle.

Archive

Click the Archive button to archive a copy of your team's Vision or view an archived version. Learn more in Archiving the Vision.

Ninety's default Vision pages

The Vision tool begins with four pages:

  1. Vision.

  2. Strategy.

  3. Long-Term Issues.

  4. SWOT.

Companies on a free plan can only use the Vision and Strategy pages to begin documenting their team or company's Vision.

Vision

The Vision page includes sections to document your:

  • Core Values: A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members.

  • Purpose: Also referred to as Purpose, Passion, and/or Just Cause or your Compelling Why, this section describes the reason your organization exists (Purpose), the powerful emotions that influence you (Passion), and/or a future state so appealing that you're willing to go the extra mile to work toward it (Just Cause).

  • Niche: Your Industry and Niche are primary focus filters for your Vision. They describe what kind of business you're in and what you provide to that industry's market.

  • Marketing Strategy: Your Ideal Customer (who they are, where they are, and what they want), Unique Value Proposition (your company's value creation promise to its customers), Proven Process (your tried-and-true steps to acquire and retain customers), and Guarantee (a promise from you to your customers).

This page is available to teams on free and paid subscription plans. Learn more in Documenting Your Company or Team Vision.

Strategy

The Strategy page offers a one-page look at your Compelling and Audacious Goals (CAGs), 3-year goals, 1-year goals, and 90-day goals. For the three sections below your CAGs, you can enter the following information:

  • Future Date: The targeted due date to complete the goal(s).

  • Revenue: Your gross revenue earned.

  • Profit: Your net profit after expenses.

  • KPIs: The key performance indicators you'll use to measure success.

  • Goals: This area is different for each section; it lists specific mile markers or Rocks you aim to complete by the future date.

This page is available to teams on free and paid subscription plans. Learn more in Creating and Documenting Goals on the Strategy Page.

Long-Term Issues

Your team's long-term Issues list also appears on the Vision tool's Long-Term Issues page. This page is available to teams on a paid subscription plan. Learn more in Creating and Documenting Goals on the Strategy Page.

SWOT

Record and update a SWOT analysis for your team or organization right on our platform. This page is available to teams on a paid subscription plan. Learn more in Record Your Team's SWOT Analysis and our SWOT analysis overview.

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