Most companies have a vision. It’s in a founder’s head, a slide from an offsite two years ago, or a doc nobody can find. The problem isn’t writing it — it’s that nobody looks at it when they’re deciding what to do this week. The vision board puts it in the same app your team opens every Monday, one click from the milestones and metrics that are supposed to deliver it.
Who you are, in plain words
The top of the board covers the things that shouldn’t change often:
- Core values — a name and a one-line description for each. Add, edit or remove them in place.
- Mission & Purpose — four short fields: Mission and Purpose (why the company exists), What We Do (what you actually deliver), Target Market (who you’re for) and Commitment (what you promise, and what happens if you miss it).
Each field saves when you click away. There’s no draft mode or publish step to forget — what’s on the board is what everyone sees.
How you’ll win
Below that sits a Go To Market plan: how you’re going to reach the market over the next few months — channels, campaigns, partnerships, launches. Next to it is a list of USPs, the short statements of what sets you apart. They sit side by side on purpose: a plan that doesn’t lean on what makes you different is worth a second look.
Three horizons, one cascade
The heart of the board is three columns: 3 Year, 1 Year and 90 Days. Each one has:
- A future date — the day that horizon lands.
- Revenue and Profit targets, each a description and a value.
- KPIs — the handful of numbers that tell you whether you’re getting there.
- A checklist — what the company looks like at three years, the goals for the year, and the goals for the next 90 days. Tick items off as they’re done, and the column shows how many are complete.
KPIs work slightly differently from the rest. A KPI is the same measure tracked over time, so adding one to any column adds it to all three. You set where it should be in three years, one year and 90 days, and the cascade stays lined up without retyping.
From the board to the work
A vision only matters if it shapes the week. The 90-day column is where that happens: those goals are what this quarter’s milestones should add up to, and the KPIs are good candidates for your weekly scorecard. When you sit down to plan a quarter, open the board first — the quarterly planning guide walks through how.
One board per company
There’s one vision board per company, kept under the leadership team. That’s where the plan is written and reviewed; share what matters from it with the rest of the company in your syncs and on the Hub. If you run Clarion for several client companies, each company gets its own board — see teams and companies.
Getting started
Most leadership teams fill in the board in a single working session. Start with core values and the 1-year column — they’re the parts people argue about most — then work out to three years and in to 90 days. The step-by-step doc covers each section, and the guide to writing your vision covers what to put in it.