// the upgrade

Upgrade your V2MOM.

Matt Roberts
By Matt Roberts, co-founder, ZOKRI
Strategy & OKR consultant

Install a small set of free training files into the AI you already use, then paste in your V2MOM and ask whether the Measures are outcomes or tasks in disguise. It coaches the two places V2MOM quietly slips.

Get the free files →

What V2MOM gets right

V2MOM (Vision, Values, Methods, Obstacles, Measures) does two things unusually well. It forces vision and values to the top, so the plan is anchored in why before how. And, rare among frameworks, it makes Obstacles a named, first-class part of the plan. Naming obstacles is exactly the habit most goal-setting skips.

The gap the average AI leaves

V2MOM has one recurring weakness, and the average LLM walks straight into it: Measures slide into activity lists, becoming Methods with a tick-box. The upgrade holds the line, keeping Measures as outcomes and using the Obstacles section for real honesty rather than decoration.

// make it better today

What to improve, and why it works

1. Keep Measures as outcomes, not Methods in disguise

"Ship five features" is a Method wearing a Measure’s hat. A real Measure names what changes in the world if the Methods work: activation, retention, revenue, satisfaction. If a Measure could be completed by being busy, it is a task, not a measure.

2. Spend the honesty in Obstacles

The Obstacles section is V2MOM’s best idea, and the one most often filled with polite non-answers. Name the real thing in the way, the one you would rather not write down. Naming it up front is what turns the plan from a wish into a strategy.

3. Cascade by narrative, not copy-paste

A team’s V2MOM should be recognisably its own, written in its own words to serve the one above it, not a pasted copy with the nouns swapped. If a team cannot explain in its own language how its V2MOM serves the company’s, the alignment is cosmetic.

// shown, not claimed

One V2MOM goal, upgraded

Before

Measure: Ship 5 new onboarding features this half.

After

Measure: New-user activation 40% → 55%. Obstacle (named honestly): our current onboarding hides the one feature that predicts activation, and we have known it for two quarters.

The before counts output and could be fully delivered while activation stays flat. The after states the outcome and uses the Obstacles section for the truth, which is exactly what V2MOM is best at when it is not left polite.

// the two-minute install

Install it into the AI you already use

Same free files, three tools. Pick yours. It really is about two minutes.

Claude recommended
  1. New Project.
  2. Add the files to Project knowledge.
  3. Ask it to review a goal.
ChatGPT
  1. New Project (or a chat).
  2. Upload the files.
  3. Ask it to review a goal.
Microsoft Copilot
  1. Start a chat.
  2. Attach the files.
  3. Ask it to review a goal.
// the 30-second proof

Before you install, ask your AI to review one real goal and screenshot the answer. Install, ask again, screenshot the difference. That gap is the point. Try: Paste your V2MOM and ask: are my Measures real outcomes or disguised Methods, and are my Obstacles honest enough to be useful?

// what it does

A coach, not a chatbot

// get the files

Get the free coach

Get the free coach and tighten your next V2MOM. One email, the files and the two-minute guide come straight back. No pitch attached, because it is a gift.

We send the files and occasional useful notes on running goals well. Unsubscribe in one click. How we handle your data.

// the honest boundary

What the free upgrade is, and is not

This free coach carries the principles. It can spot what is strong in a goal and what is missing, and it will coach you toward better. That is genuinely useful, and it is yours to keep.

It is the tip of the iceberg. The full machinery, the playbooks, scoring scales, templates and the 140-plus linked concepts, is the licensed upgrade we install into your tools. And the human work, the training, facilitation, coaching and mentoring that gets a company past its first messy quarter, is our people. Knowledge does not install courage, or referee a hard conversation. We are plain about that, because a gift that overpromises is not a gift.

// one install, or the whole company

One install helps one person. The advantage is your whole company running on a shared operating system: the same method in the AI everyone already uses, at every level, with routines and automations carrying the repeatable work, and your people freed to find and compound the knowledge and IP only you have.

One install at a time does not create that. Building the operating system does, and that is what ZOKRI does. See the method we install and the platform it runs on.

// where the free version stops

When you want more than a coach

The full method, installed →
The licensed upgrade: all the machinery in your own tools.
The human help →
Training, facilitation, coaching and mentoring.
A free, low-pressure chat with Matt →
Bring a goal. Leave with a straight answer, no pitch.
// asked and answered
What is a V2MOM? +

A goal format from Salesforce: Vision, Values, Methods, Obstacles, Measures. Its strengths are putting vision and values first and making obstacles an explicit part of the plan, something most frameworks leave to the post-mortem.

What is the difference between Methods and Measures? +

Methods are what you will do; Measures are what changes in the world if the Methods work. The commonest V2MOM mistake is writing activity ("ship five features") in the Measures slot. Keep Measures as outcomes and the plan stays honest.

Is V2MOM still useful? +

Yes, especially its Obstacles section, which bakes in a habit the research strongly supports. It pairs well with OKR thinking: keep V2MOM’s narrative and honesty, and borrow the discipline of writing Measures as outcomes from a baseline.

// use a different system?
Upgrade your OKRs →Upgrade your EOS Rocks →Upgrade your SMART goals →Upgrade your KPIs & dashboards →Upgrade your North Star metric →Upgrade your No framework yet →See all doors →