Visionary Velocity

Visionary Velocity Features

A strategic operating system connecting your long-term vision to quarterly priorities, weekly planning and measurable results.

Strategic planning

Build a connected strategy using the Seven Strategy Questions: Context, Vision, Value Proposition, Capabilities, Key Activities, Results and Initiatives.

  • Define mission, purpose, core values and a three-year vision.
  • Set financial goals and areas of focus.
  • Connect capabilities and key activities to strategic objectives.
  • Review your strategy in a consolidated strategy summary.
Explore strategic planning

Internal & external analysis

Understand the conditions shaping your organization and identify strategic factors to address.

  • Capture internal strengths, weaknesses and capability gaps.
  • Assess external pressures, competitors and industry conditions.
  • Upload reports for analysis and import strategic factors from CSV.
  • Use industry information based on your company's NAICS classification.

Value proposition & brand promises

Clarify customer needs, your differentiation and the value your organization delivers.

  • Develop and refine your value proposition.
  • Document brand promises and connect them to performance measures.
  • Define products and services.
  • Identify the capabilities and key activities needed to deliver your promises.

Initiatives, tasks & issues

Turn strategic priorities into owned work and track it through completion.

  • Plan initiatives with champions, deliverables and progress tracking.
  • Assign tasks with owners and due dates, including linked subtasks.
  • Separate current work from upcoming and deferred tasks.
  • Capture, prioritize and resolve issues.
Explore strategy execution

Scorecards & performance metrics

Measure the results that matter and compare progress across reporting periods.

  • Configure metric owners, targets, formats and reporting frequency.
  • Review weekly, monthly, quarterly and annual performance.
  • Explore historical results and performance charts.
  • Export scorecard data for further analysis.

Annual, quarterly & weekly planning

Connect long-range goals to quarterly commitments and focused weekly execution.

  • Develop annual and quarterly plans.
  • Review metrics and initiatives during weekly planning.
  • Choose your Most Valuable Priority and plan focused work.
  • Run weekly tactical and quarterly planning meetings with structured agendas.
  • Capture meeting summaries, decisions and follow-up work.

Sales planning & forecasting

Translate revenue goals into product sales plans and required lead volumes.

  • Define product pricing, lead times and conversion rates.
  • Plan sales quantities by quarter.
  • Model one-time sales and recurring subscriptions.
  • Calculate required leads and export sales data.

FirmFoundation & exit readiness

Assess organizational performance and the factors that support business value.

  • Complete the industry-agnostic FirmFoundation assessment one question at a time.
  • Download a FirmFoundation PDF report with results and an action plan.
  • Assess exit readiness and identify opportunities for improvement.
  • Review financial information and business valuation factors.

Team collaboration & personal workspace

Keep conversations and supporting information connected to the work they describe.

  • Add threaded comments to tasks, initiatives, issues and metrics.
  • Use mentions and notifications to keep teammates informed.
  • Capture notes and attachments in your scratchpad.
  • Switch between companies you are authorized to access.
  • Install the web app on supported devices.