As your organization evolves, your Vision/Traction Organizer™ (V/TO) should evolve with it. It is best practice to create a copy of your V/TO at the start of each quarter. This gives your team a fresh version to add new Rocks, review your 1-Year Plan, and add any new Issues while preserving your historical context.
In EOS One™, you can easily duplicate any existing V/TO and save it in a folder of your choice. This article walks you through the simple steps to copy your V/TO.
Click “V/TO” from the left-side navigation.
Click the V/TO folder you would like to access
Click the vertical ellipsis next to the V/TO’s name and select “Make a Copy”.
From here, select the sections you would like copied over. If you are moving into a different quarter of the same year, we suggest copying the entire Vision section, and the 1-Year Plan from the Traction side.
Give the new V/TO a name, click “Save”, and the V/TO will be created with the sections you selected copied over! You can then edit the newly created V/TO as needed.