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Departmental V/TOs

Learn what departmental V/TOs are, how to create one, how the company Vision cascades, and how access works for departments.

Departmental V/TOs let each team in your organization run its own 1-Year Plan, Rocks, and Issues — while staying aligned to the company's shared Vision.

What is a departmental V/TO?

A departmental V/TO is a V/TO scoped to a specific department rather than the whole company. Departments set their own:

  • 1-Year Plan

  • Rocks

  • Issues

The top half of every departmental V/TO — the company's Vision — is inherited from the company Official V/TO and appears as read-only. This keeps every department anchored to the same Core Values, Core Focus, and long-range targets. Departments can add their own notes to inherited Vision rows without changing the company content.

Note: Scope is permanent. When you create a V/TO draft you choose Company or Departmental, and that choice cannot be changed afterward.

How to create a departmental V/TO

  1. Click V/TO from the left navigation bar.

  2. Click Open V/TO Builder.

  3. Click + New Draft.

  4. Enter a name for the draft (up to 80 characters).

  5. Under Scope, select Departmental.

  6. Enter a department name (up to 60 characters).

  7. Choose how you want to start: Clone the Official copies an existing Official V/TO as a starting point; Start blank creates a new V/TO from scratch.

  8. Click Create Draft.

The new departmental V/TO is created as a Draft and opens in the full-screen builder.

How the company Vision cascades

When your organization's company Official V/TO is published, its Vision section automatically appears in every departmental V/TO as read-only content. This includes:

  • Core Values

  • Core Focus

  • 10-Year Target

  • Marketing Strategy

  • 3-Year Picture

Departments fill in their own 1-Year Plan, Rocks, and Issues independently. They can also add notes to any inherited Vision row — those notes are visible only within that department's V/TO and do not affect the company content.

One Official per department slot

Each department can have only one Official V/TO at a time. If you try to publish a new Official for a department that already has one, EOS One will block the action with an error.

To publish a new Official for a department:

  1. Open the current departmental Official.

  2. Select Return to draft from the viewer header.

  3. Open the new draft and publish it as the Official.

Who can read and edit departmental V/TOs

Any member of your organization can read a departmental V/TO once it is published as an Official.

Edit access follows the same rules as company V/TOs:

  • Owners and Admins can create and edit all V/TO drafts.

  • Leadership team members derive edit access from your Accountability Chart.

  • Members can work with a draft only after an Owner or Admin shares it with them.

Working copies are private. When you open a draft to edit, your in-progress changes are only visible to you. They do not appear in other users' Drafts table or the manage page until published.

Q&A

How many departmental V/TOs can we have?

There is no limit. Your organization can create departmental V/TOs for as many departments as needed.

Can I change a V/TO's scope from Company to Departmental (or vice versa)?

No. Scope is set at creation and cannot be changed. If you need a different scope, create a new draft with the correct scope.

What if we don't have a company Official V/TO yet?

The Vision section in a departmental V/TO will be empty until your organization publishes a company Official V/TO. You can still create and work on the departmental sections (1-Year Plan, Rocks, and Issues) in the meantime.

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