Migration guide
Running V2MOM alongside Primer
Vision, Values, Methods, Obstacles, Measures, the Salesforce model keeps its narrative; Primer runs the measures.
Respecting the system you already run
V2MOM works because each company builds its own Vision and Values statement and then cascades through Methods, Obstacles, and Measures. The narrative discipline is the whole point, we are not going to ask you to trade that for a table. This guide is about giving the Measures row of every V2MOM a proper data home while leaving the Vision, Values, Methods, and Obstacles exactly where they live today.
Translating V2MOM concepts into Primer
Only Measures map to Primer's core model. The other four V-rows stay in whatever narrative document you already use.
| Source concept | Primer equivalent | Translation note |
|---|---|---|
| Vision | (out of scope, stays in your V2MOM document) | Vision is narrative, not data. Primer does not try to model it. |
| Values | (out of scope) | Same, values live in your V2MOM doc. |
| Methods | operational goal | Each Method is an operational goal the team owns. |
| Obstacles | typed goal dependencies with blocks | Obstacles become blocking dependencies between goals, made queryable and visible. |
| Measures | metric in the quintile stack | Five-tier thresholds encode the V2MOM target and the guardrails around it. |
Three ways to try Primer alongside what you already run
None of these ask you to give anything up. Pick the lowest cost option you can get away with. Your own data will tell you what fits.
Path 1: Concurrent
Run Primer concurrently
Keep your V2MOM document verbatim. Copy the Measures row into Primer as metrics and the Methods row as operational goals. Let Primer compute health and leave the narrative rows where they are.
Path 2: Combine
Combine inside Primer
Store a link to the V2MOM document on each associated strategic goal. Primer then becomes the place you click into when a leader asks 'how are we tracking against the Measures we wrote this year?'
Path 3: A/B test
A/B test one V2MOM
Pick the V2MOM whose Measures row is hardest to track in the existing document. Mirror it into Primer and see whether the quarterly reviews feel tighter.
What Primer contributes beyond the standard V2MOM practice
V2MOM is narrative-first by design. Primer adds the data-first layer that narrative alone cannot compute.
Typed Obstacle relationships
Obstacles become blocks links in the goal graph, not bullet points. If an Obstacle changes shape, the dependency graph reflects it immediately.
Measurable tiers
Each Measure gets five named bands, not just a single number. Leadership can see trajectory, not only current state.
Snapshot locking
Once the annual V2MOM is committed, Measures freeze. No quiet mid-year target revision without a recorded reason.
Cascade across V2MOMs
Departmental V2MOMs link to the corporate V2MOM through cascaded goals. A data view complements the narrative view.
Per-measure cadence
V2MOMs are typically annual. If some Measures need a weekly pulse, per metric cadence on the individual metric carries that without changing the V2MOM itself.
Customization suggestions, code you may want to modify
V2MOM-heavy teams usually care most about keeping the narrative document central. Customizations tend to be about linking back, not replacing.
V2MOM document URL on goal
Add a simple V2MOM link column on strategic goals. The page renders it as a prominent hyperlink back to the narrative document.
Vision / Values banner on the dashboard
A small, persistent banner on top of the metric view showing the corporate Vision and Values statements. Pure copy change in your theme.
Obstacle list view
A dedicated page listing every blocks dependency across the organization, the V2MOM Obstacles row turned into a live operational queue.
Annual V2MOM packet export
A PDF route that interleaves the narrative sections with the Primer-computed Measures roll-up. Ready to hand to the board.
Quarterly narrative update
A form where the owner of each Method adds a one-paragraph narrative update per quarter, stored alongside the goal for end-of-year review.
You bought a perpetual source license. Every part of Primer is yours to change. These are suggestions, not requirements.
Let your team discover what fits
V2MOM practitioners usually want the narrative left alone. Use Primer as the data layer, not the voice, and let the team decide how much of each they want.
Try it on this year's Measures row
Load the Measures row of your current corporate V2MOM into Primer. The narrative stays wherever you keep it today.