// the upgrade
Upgrade your V2MOM.
The AI install pack goes 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.
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
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 files, three tools. Pick yours. It really is about two minutes.
Claude recommended
- New Project.
- Add the files to Project knowledge.
- Ask it to review a goal.
ChatGPT
- New Project (or a chat).
- Upload the files.
- Ask it to review a goal.
Microsoft Copilot
- Start a chat.
- Attach the files.
- 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
- Reviews and coaches your goals against a real methodology, not the internet average.
- Explains the why, so you learn the principle, not just the verdict.
- Adapts to the framework you already run.
- Shows where a human matters, and is honest about its limits.
// get the pack
The book and the install pack
The AI install pack comes with From Trading to Scaling: an hour to read, five working templates, the instructions and knowledge files for Claude, ChatGPT or Copilot, and a conversation with Matt about any of it.
·The book, 13 chapters, about an hour’s read
·The Strategy Template, the OKR Template, the Idea Collection sheet and the Bonus Calculator
·The AI install pack, two minutes to install
·A conversation with Matt
Free things get downloaded, not installed. A hundred pounds is the smallest number that makes somebody open the file, and this is the only place the pack is available.
// the honest boundary
What the pack is, and is not
The pack carries the principles and the working templates: the book, the strategy one-pager, the OKR template, the idea sheet and the bonus calculator, plus the knowledge files that make your AI coach against a method rather than the internet average. That is yours to keep, and it is enough to install all six things without us.
What it is not is the whole machinery. The playbooks, scoring scales and the 140-plus linked concepts, installed into your own tools and kept current, are the licensed layer above this. 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 would rather say that here than let you find out.
// one install, or the whole companyOne 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.
// the layer above this
When you want more than the pack
// 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?