Getting Started with V2MOM.io

  • 1

    ๐Ÿ’ณ Subscriptions

    Choose the plan that fits your team:

    • Free Tier: Up to 10 users, 3 teams, no support
    • Business Tier: Unlimited users & teams, support included, $5.99/user/month
    • Annual Billing: Lock in user count with a 15% discount. Add seats any time during the term.
    Subscriptions page
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    ๐Ÿ”„ Cycles

    Cycles represent time-bound planning periods (e.g., quarterly, annual) that structure how V2MOMs are created, managed, and reported on.

    Cycle Status

    Each cycle moves through defined statuses to control visibility and activity:

    • Created: Preparation phase. Cycle is not visible to users. V2MOMs cannot be added yet.
    • Open: Cycle is ready for planning. Users can create and edit V2MOMs, but no check-ins or reporting are allowed.
    • Active: Cycle is live. Check-ins and reporting are enabled.
    • Closed: The cycle has ended. No new V2MOMs or check-ins are allowed.
    • Archived: The cycle is stored for historical reference only.

    *Only one cycle can be Active at a time. Activating a new cycle will automatically deactivate the current one.
     

    Key Settings

    • Each cycle has a start date and a defined duration (in months).
    • Cycles are broken down into periods (e.g., quarters or months) to support structured reporting.
    • Check-in reminders (e.g., every 4 weeks).
    • Weightings (to give different importance to methods and measures, or treat all equally).
    Cycles Page - Cycle Creation
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    โœ๏ธ V2MOMs

    Each team member creates and owns a V2MOM that aligns with the company. Every V2MOM has Vision, Values, Methods, Obstacles, and Measures.

    V2MOM's progress is tracked via Methods. Measures make up the progress of Methods. Not all Methods & Measures are equal so they have Weighting to reflect that.

    When creating a V2MOM all methods need to equal a wieghting of 100%. All supporting Measures for a Method need to equal a weighting of 100%.

    ๐Ÿ” Workflows

    • Team members "Request Approval" from their assigned manager before they are allowed to Publish their V2MOM 
    • Managers can review and provide feedback
    • V2MOMs do not show in Reporting until they are PUBLISHED

    โœ๏ธ Unpublish for Changes

    If you need to make updates:

    • Unpublish your V2MOM to edit
    • Republish once finalized
    V2MOM Create
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    โœ… Check Ins

    Regular progress updates:

    • Employees can โ€œCheck-Inโ€ on Measures
    • Update % completion, comments, and status
    • View trends over time for accountability
    Step illustration
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    ๐Ÿ“Š Reporting

    Visualize alignment and progress:

    • Dashboard shows progress by Active Cycle
    • Overall Progress, Measures Insights and individueal V2MOM progress
    • Drill down into a V2MOM to see Methods progression and click the ๐Ÿ‘ for detailed method information
    • Customizable filters (Depatment, Team, & Manager) for targeted insights.
    Reporting Page
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    ๐Ÿ—‚๏ธ Org Chart

    See your companyโ€™s V2MOM alignment:

    • View by manager or department
    • See top-down goals and contributions
    • Helpful for skip-level reviews and company-wide visibility
    Step illustration
  • 7

    ๐Ÿ›ก๏ธ Roles

    V2MOM.io uses simple, permission-based roles:

    • Custom Roles - you can create custom roles as needed to fit your needs
    • Default Roles - Admin: Manage users, billing, and company settings. User: Create and update personal V2MOM, Check In, View Reports
    Step illustration
  • 8

    ๐Ÿ‘ฅ User Management

    Manager your users easily:

    • Add User's indivudually or bulk upload via csv
    • Assign roles and reporting lines
    • Update Profiles to have Job Titles, Teams and Departments to enable advanced reporting
    • Deactivate or reassign users as needed
    Step illustration
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