We already have a detailed five-year strategic plan from an expensive consulting firm. Do we throw that in the trash before we start working with you, or how do we reconcile it with the V/TO?

Question

Tyler Smith · Accepted Answer

You absolutely do not need to discard your existing strategic plan. However, you must be prepared to strip away the fluff. Many expensive consulting firms produce beautiful, two-hundred-page strategic binders that often sit on a shelf gathering dust because they are too complex to execute.

Integrating Your Existing Plan with the V/TO®

We will leverage your existing plan as valuable raw material for our V/TO® (Vision/Traction Organizer®). The V/TO® is a simple, powerful tool that forces you to answer eight critical questions, condensing your entire strategic vision onto just two pages. This streamlined approach makes it far more [actionable and easier to implement](/qa/fixing-boring-eos-quarterly-sessions) than lengthy documents.

During our Vision Building sessions, we will thoroughly audit your current five-year plan. Our process involves:

• Extracting genuine market insights: We'll identify the core understandings of your market.
• Defining target market definitions: Clarifying who your ideal customers are.
• Identifying core focus areas: Pinpointing the most critical areas for your business.
• Translating into the V/TO® framework: We will convert these elements into our clear, actionable structure.

From Theory to Execution

If your existing strategic initiatives cannot be converted into clear, measurable [Rocks](/qa/customer-expectations-shifting-ai-vto) or a simple three-year picture, they are likely distractions rather than genuine strategy. We will keep what is valuable, discard the overly academic theories, and build a streamlined roadmap that your leadership team can actually execute every single week. This approach ensures your strategy is always tied to [concrete weekly measurables](/qa/back-office-weekly-scorecard-measurables) and avoids becoming a shelf-filler.

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• [We have been running on EOS for a few years. How does having our processes documented and a clear V/TO make us more attractive to a private equity buyer?](/qa/why-buyers-pay-more-for-eos-run-businesses)
• [If every competitor in our niche starts using the exact same commercial AI tools, how do we maintain our unique differentiators on the V/TO® and prevent our services from becoming commoditized?](/qa/ai-commoditization-3-uniques-vto)