Organizational Alignment (V2MOM):

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1 Organizational Alignment (V2MOM): Use the V2MOM process to get aligned on goals and strategies across the company. Unit 1: Creating Organizational Alignment through the V2MOM: The Importance of Company-Wide Alignment: Clarity and visibility into how their work contributes to the company success A sense that what they re doing makes a difference To feel like they re a part of something that is bigger than themselves Working Toward Alignment: Making company alignment a priority is a good starting point. Using a goal-setting or business-planning process to get everyone on the same page can help too. But to truly ensure that everyone s goals are aligned to make sure that everyone knows their role in helping the company achieve its vision you need an innovative, unique approach. An approach that: Keeps everyone moving in the same direction Clarifies priorities and what s most important Allows managers to track and measure their team s progress against their goals Helps individuals hold themselves accountable for delivering results Salesforce s V2MOM: So how does Salesforce create alignment? Given Salesforce s breakneck speed of growth, the most important things are constant communication and complete alignment. We ve been able to achieve both with a secret management process developed many years ago. It all started back when our founder Marc Benioff was working at Oracle. Struggling to define a way to help his divisions find clarity on their vision and goals, Marc sought wisdom from leadership, personal development, and spiritual gurus. Taking the best of all he heard, he developed his own management process

2 called the V2MOM, an acronym that stands for Vision, Values, Methods, Obstacles, and Measures. 1. A V2MOM is important because it: A. Keeps everyone aligned and moving in the same direction B. Allows managers to track and measure their team s progress against their goals C. Helps individuals hold themselves accountable for delivering results D. All of the above 2. Employees crave alignment because it gives them: A. A sense that what they re doing makes a difference B. A chance to increase their salary C. An opportunity to get promoted D. Great performance for their car 3. V2MOM, Salesforce s alignment process, stands for: A. Vision, Victory, Money, Overhead, Management B. Victory, Values, Mom, Obstacles, and Measures C. Values, Vision, Management, Objectives, Meaning D. Vision, Values, Methods, Obstacles, Measures Unit 2: Writing a V2MOM: How to Write a V2MOM: Throughout this module, we refer to our goal setting and organizational alignment process as V2MOM. The first step in writing your own V2MOM is to read your company s and your manager s V2MOM, talk to your manager to get aligned on the Methods and Measures most relevant to you, and then get writing! Vision: The Vision represents what you want to achieve or accomplish. It focuses on what s most important to you. Writing a great Vision helps you paint a picture of what you want the future to look like. What is your bold Vision for what you want to achieve this year? Values:

3 Values represent the principles or beliefs that are most important as you pursue your Vision. They guide everyday decisions and tradeoffs. Methods: Methods represent the actions you take to achieve your Vision. Obstacles: Obstacles are things that block your progress, get in your way, or make it difficult to accomplish what you ve outlined. Identifying Obstacles before you jump into your work helps you anticipate challenges and proactively consider how to overcome them. Measures: Measures tell you and others when you ve achieved success or successfully completed your Methods. For each of your Measures, how can you clearly define success? Writing SMART Measures: SMART is an acronym that helps you think through all the elements of establishing clear, actionable, and measurable Measures. When writing your V2MOM Measures, make sure they follow the SMART format. Want a little more clarity on what SMART looks like? SMART Measures Look Like This: Achieve market share of 30% in the United States by the end of the fiscal year. Not This: Dominate the U.S. market! 1. Vision in the V2MOM defines: A. The actions and steps to take to get the job done B. Your 3 5 key objectives for the year C. What you want to do or achieve D. The challenges, problems, issues to overcome 2. Methods in the V2MOM are:

4 A. Ways to measure your results B. Beliefs that help you pursue your vision C. Your long-term strategies to achieve your vision D. Actions and steps to take to achieve your vision 3. When writing the Measures portion of your V2MOM, think about: A. How to overcome obstacles that might get in your way B. The values that guide your everyday decisions and trade-offs C. The 5 8 things you want to accomplish D. The way you know you ve been successful 4. An example of a SMART measure is: A. Lead the market and outpace our competitors B. Increase market share by 20% in 2017 C. Be a great place to work D. Be the biggest and most profitable airline Unit 3: Managing to the V2MOM: Gain Alignment from the Team: Increase your employee s engagement around the process by encouraging them to customize their own Vision and Values, and add the specific Methods they ll use to achieve their Measures. And who s going to know the specific Obstacles to overcome better than your employees who are executing their own work? Draft it in a Google doc and let team members provide comments and suggestions. When you have a good draft, set aside 2 4 hours in a team meeting to review and discuss your V2MOM. Challenge the team to create inspirational and aspirational Vision and Values to generate excitement and stimulate team creativity and innovation. Want even more engagement? Challenge them to include their personal development, wellness, and giving back (volunteering) Methods and Measures, too.

5 Monitor and Refresh the V2MOM: The V2MOM is a living, breathing document. And it gets very grumpy if you don t feed it and take care of it regularly. After you ve written and published your V2MOM, there are lots of ways to use it throughout the year as a powerful and meaningful management tool. Encourage your employees to use the V2MOM in their one-on-ones to monitor, prioritize, and discuss progress on work. Use the V2MOM to guide decisions on how to prioritize time, resources, and budget. On a quarterly basis, encourage your employees to update their V2MOMs and then share and discuss progress in a quarterly staff meeting. In the middle of the year, do a formal refresh of the V2MOM to make sure that all the current business priorities for your team, function, and the corporate V2MOM are reflected 1. As a manager, you can increase your employees engagement around the V2MOM process by encouraging them to: A. Include a personal development method in their V2MOM B. Make their V2MOM a confidential document C. Copy and paste your V2MOM D. Skip the painful step of thinking through Obstacles 2. The V2MOM can best be used as a management tool throughout the year to: A. Provide constructive feedback on all the things your team is doing wrong B. Justify your team s existence and budget C. Ensure that your team stays the course no matter what changes occur in the business D. Ensure that your team is aligned and on target for their Measures 3. As a manager, you can make the V2MOM a collaborative process by: A. Letting team members provide input on your V2MOM B. Reviewing the V2MOM in team meetings C. Challenging your team to create an inspiring team vision and values D. All of the above