Summit OS®

VISION & STRATEGY MAP™

A simple three-page business plan you can actually share — clarify vision, align strategy, and reinforce it with your team every quarter.

The Vision & Strategy Map™ (VSM) helps leadership teams reinforce the company’s strategic plan, vision and strategy on a regular cadence. It turns long-term thinking into a practical communication tool by summarizing your vision, milestones, annual plan, and strategy elements in a concise, repeatable format that the whole company can reference.

Core Concept

The Vision & Strategy Map™ converts a company’s long-term vision into actionable strategic alignment across two integrated pages:

Vision & Plan
Defines the organisation’s Company Why™, Core Business, Core Values, Medium-Term Milestones™, and Annual Growth Plan. It provides a forward-looking roadmap grounded in purpose and measurable outcomes.

Strategy
Outlines the businesses B2B or B2C Core Market™, GTM Strategy Grid™, Short-Phrase Strategy™ and Strategy Operating System® tools that drive differentiation and performance, including the Strategic Flywheel™, Advanced Profit per X™, and the Six Forces Map™, the Positioning Matrix™ and many other proprietary concepts that help clarify ensure cohesion between strategic intents and operational action.

Overview of Services

1. Vision Alignment Workshop

Purpose: Help leadership articulate the long-term vision, define company purpose, and connect it to strategy.
Format: A guided, in-person or virtual workshop with leadership teams (1–2 days).

2. Strategy Mapping Workshop

Purpose: Develop, document and integrate a differentiated strategy to realize your vision.
Format: Facilitated 4-day workshop to build Pages 2 and 3 (Strategy Map).

3. Quarterly Review & Refresh

Purpose: Keep the Vision & Strategy Map™ alive and relevant throughout the year.
Format: Quarterly 2-hour reviews with leadership to evaluate progress, refine the elements of strategy and to brainstorm communication approaches.

Program Options

  1. Coaching Engagement: Two day workshop delivered by a Summit OS Guide™ followed by quarterly sessions to help teams implement, track, and communicate progress.
  2. Certification Track: Apply to get certified as a Summit OS Guide™ to run VSM workshops organization-wide using licensed materials.

Next Step

A shared map for your future — simplify your vision, clarify your strategy, and align your team for growth. Request an overview session or a sample worksheet to begin creating a Vision & Strategy Map™ for your business.

Request a free 60-minute
Summit OS® Overview Session
with a certified Summit OS Guide™.