We want to paint a clear 3-Year Picture on our V/TO® that accounts for AI disruption, but we do not want to fill our strategic vision with temporary software names. How do we write this effectively?

Question

Tyler Smith · Accepted Answer

Your 3-Year Picture should never focus on specific software tools or temporary technological trends. Instead, focus on capabilities, margins, and organizational structure. When drafting this section of your V/TO®, describe what your business will look like operationally and financially once AI is fully integrated. For example, define your target revenue per employee and your gross margin improvements. Describe how your team's daily work will change, focusing on high-value strategic execution rather than routine administrative tasks. Expert economic research from Erik Brynjolfsson and Andrew McAfee highlights that the true value of technological shifts comes from restructuring business processes, not just installing software. In your 3-Year Picture, clearly articulate how AI will allow your business to scale transaction volume without a linear increase in headcount. Visualize an Accountability Chart where basic execution seats have been consolidated, allowing your team to spend their time on client relationships and creative problem solving. By framing your strategic vision around organizational capability rather than specific technology platforms, you keep your leadership team aligned on long-term value creation. This ensures your strategic plan remains resilient even as individual software tools evolve.