For Users
Overview: Your home base
See company progress at a glance, drill into individual V2MOMs, and track activity across your organization. Everything updates in real time.
Filters
Slice data by cycle, department, team, manager, or individual. Charts and tables refresh instantly as you filter — no page reloads.
Activity Reporting
See who's updating V2MOMs and logging check-ins. Spot patterns, identify where teams need support, and recognize top contributors.
My V2MOM: Draft, Publish, Check-In
Define your Vision, Values, Methods, Obstacles, and Measures. Request approval from your manager, address any feedback, then publish. Your V2MOM won't appear in company-wide reports or the Org Chart until it's published.
Published V2MOM view
Your published V2MOM becomes a live dashboard. Here, you and others can review your plan for the year and see how you're tracking.
Delegated Measures and Methods
When someone delegates a Measure or a Method to you, accept it and it joins your V2MOM. Your progress rolls up to theirs. You can also decline.
Checking In
Log progress directly in your V2MOM. Update status, adjust completion percentages, and add context — all in one place. Check-ins keep your team informed without extra meetings.
Tracking progress over time
Check-In History shows your progress with charts and a timeline. See how your work trends week by week and identify patterns in your productivity.
Collaboration
Stay connected through the activity feed. Engage with your manager or report — private to just the two of you.
Editing a published V2MOM
Need to make changes? Unpublish your V2MOM to edit, then republish when you're done. Your manager will be notified of the update.
Direct Reports: Your people in one list
See your reports' V2MOMs in one list. Open any of them to comment or approve without leaving the page.
Org Chart: Understand your structure
See reporting lines and progress on every card. Search for anyone, then open their V2MOM.
Notifications: Stay in the loop
Get notified about check-ins, comments, status changes, and approval requests in the app, by email, in Slack or in Microsoft Teams. Filter by type to focus on what matters to you.
AI connections: Ask from your AI app
Connect Claude, ChatGPT or Copilot from Profile → AI connections. Ask about progress, find blockers or check in from chat. It only sees what you can see. On Enterprise plans, once an admin turns on AI access.
For Admins
Setting up your organization
Add users, configure cycles, set permissions, and connect integrations. Most teams are up and running in under 15 minutes. Start with users and cycles — the foundation for everything else.
Cycles
Define planning periods — quarterly, semi-annual, annual, whatever fits. Every V2MOM is tied to a cycle. Break cycles into reporting periods and set check-in reminders to keep teams on track. Configure notification preferences and enable advanced features like Weighting (prioritize Methods and Measures by percentage) and Delegation (hand Measures or Methods to someone else; their progress rolls up).
Cycle statuses
Created (prep phase, hidden from users) → Open (users can create V2MOMs) → Active (only one at a time; check-ins enabled) → Closed (cycle ended) → Archived (historical reference).
Users
Add users manually or bulk import via CSV. Link each user to their manager (this powers the Org Chart and reporting filters) and organize into Departments and Teams.
Roles
Control what users can view and do. Assign roles like Admin, Manager, or User — or create custom roles to match your organization's needs. On Enterprise, read-only seats let people view V2MOMs without editing.
Handovers
When someone is leaving, start a handover in Settings → Handovers. Their manager plans where their V2MOM and direct reports go: to one person, split by Method, kept for a successor, or closed out. Nothing changes until it's applied.
Integrations
Connect Slack or Microsoft Teams so reminders and updates reach people where they work. Turn on AI access, set what personal access tokens may do, and create API tokens for your own tools.
AI access
AI access is off until you turn it on. Choose what AI apps may do for everyone. Each person still only sees what they can see in the app.
Subscription
Start free with up to 10 users and 3 teams. Business ($5.99/user/month) adds unlimited teams, guided onboarding, a shared Slack/Teams channel and priority support. Enterprise ($11.99/user/month) adds the AI connector, the Data API and PATs, read-only seats and SSO. No lock-ins. Questions? Contact us.