V2MOM framework: Stay aligned as a team, from ideation to planning
Published on May 16, 2025
V2MOM framework: Stay aligned as a team, from ideation to planning

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.


The V2MOM method provides a structured approach to strategic planning and goal setting.
By definition, V2MOM is a brainstorming methodology that consists of five key steps:
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:
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.
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:
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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