V2MOM framework: Stay aligned as a team, from ideation to planning

V2MOM
In any team effort, staying aligned with your goals is essential to ensuring the success of your projects. How can you establish and maintain this alignment over time, particularly given that each member has their own vision and approach?
Originally developed by Salesforce, the V2MOM method is a strategic planning framework that helps you pool your ideas, share your vision and goals, and track your progress. This ready-to-use Board template offers a 5-step collaborative workshop to facilitate brainstorming and prioritization.
What is the V2MOM method?

By definition, V2MOM is a brainstorming methodology that consists of five key steps:
- Vision: What is your ultimate goal? This step is an opportunity for everyone to share their individual vision of your project, then discuss it together to converge on a common goal.
- Values: What is important to you to realize your vision? This step allows you to identify all the principles and values that will guide your thinking.
- Methods: What concrete actions will help you align your vision and values? At this stage, it is important to list all your ideas and prioritize them.
- Obstacles: What could block your progress or the realization of your vision? By the end of this step, you should have identified the three most significant obstacles you are facing and proposed strategies to overcome them.
- Measures: How will you know when you have achieved your goal? This final step allows you to define together the three main key indicators for evaluating your progress and the success of your project.
Why use Klaxoon's V2MOM template?
Whatever the scope of your project and the number of people or teams involved, our V2MOM Board template gives you the keys to create a common reference framework with complete transparency.
By conducting this workshop on Board, you also ensure that the information shared remains accessible at any time and from anywhere. You no longer need to scroll through discussion threads and email loops to retrieve the steps in your thinking.
Another advantage of this template is that it uses the power of visual management to improve your cross-functional collaboration:
- Each step is clearly defined and naturally guides you to the next one, helping you ask the right questions.
- Visual and interactive formats such as word clouds and voting options add variety to your brainstorming session, encouraging everyone to express themselves and promoting better information retention.
Moreover, you can complete this template asynchronously or during a dedicated session using Board's integrated videoconferencing tool. This scalable workspace adapts to any changes you may make throughout your project, while allowing you to keep your thinking clear and consistent for everyone.
Finally, if you are working on several projects at the same time, you can easily roll out the V2MOM method at scale using this template. Simply duplicate your Board, rename it, adapt the content to your other projects, and share it with the relevant stakeholders.
How can you use this V2MOM template to improve effectiveness?
Begin by creating your copy of the V2MOM template, either directly from this page or via the template library accessible from your Klaxoon account.
Name your template and prepare it according to your needs before sharing it:
- Import visual or contextual elements specific to your organization: logo, names of people or teams involved, etc.
- Add a quick icebreaker to get your brainstorming session off to a good start. To do this, you can duplicate an icebreaker template from Klaxoon’s template library directly into your Board.
- If necessary, add a few initial ideas to the five brainstorming areas. In some cases, this can be useful to help participants get their own thoughts flowing.
Once your Board is finalized, share it with the relevant people by inviting them by email or sending them the link to your workspace directly.
We recommend that you meet at least once via video conference, as this will help you define your shared vision more effectively. However, you can also add your ideas to this template asynchronously.
In addition, a color code is provided to help you visually classify your ideas at each stage. To speed up your thinking, you can also use Klaxoon's AI features to group your ideas, categorize them in a few clicks, or generate a complete action plan.
With Klaxoon's V2MOM template, aligning your team is no longer a challenge, but a strength that will help you achieve your collective ambitions confidently and efficiently!
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