The Vision tool's Vision page is available to all subscription levels. Every team has its own, customizable Vision page except those designated as Project Teams.

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
  • Ideal Customer — Customers who embody a specific mix of geographic (where they are), demographic (who they are), and psychographic (what they want) characteristics.
  • Unique Value Proposition — A company’s value creation promise to its customers, usually one of the following: cost, innovation, customer service, or status.
  • Proven Process — Your organization's tried-and-true steps to acquire and retain customers.
  • Guarantee — A promise from you to your customers.

How to Edit the Vision

Users with Manager or higher permissions can edit their team's Vision sections. Here's how:

1. Click Vision from the left navigation.
2. Choose a team from the Team dropdown.
3. Click the pencil icon () at the top right of any section.
4. Write, create, or edit as needed.
5. Click the checkmark at the top right of the section to save.

How to Rearrange the Vision Page

To change the layout of your team's Vision page:

1. Click Vision from the left navigation.
2. Choose a team from the Team dropdown.
3. Click Edit Layout to be able to drag and drop sections () to different locations or change the size of a section.
4. Click Save and Exit.