> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Vision & Strategy

> Screen at /lo/vision for viewing and managing the organization's vision document, core values, strategic goals, and quarterly goals.

The Vision & Strategy screen is accessible at `/lo/vision` and provides tools for managing the organization's Vision/Traction Organizer (V/TO), including its mission statement, 10-year target, core values, strategic goals, and current-quarter goals.

## Overview

The `VisionPage` component loads the vision document via `useVisionDocument`, strategic goals via `useStrategicGoals`, and current-quarter goals via `useCurrentQuarterGoals`. If no vision document exists, the page prompts the user to create one. When a document is present, content is presented in four tabs: **Overview** (mission and 10-year target via `VisionForm`), **Core Values** (`CoreValuesEditor`), **Strategic Goals** (`StrategicGoalsSection`), and **Quarterly Goals** (`QuarterlyGoalsSection`). An Export button opens a `VisionExport` dialog. Skeleton placeholders are shown while data loads.

## Who it's for

Requires `LO_PERMISSIONS.DASHBOARD_VIEW` (`lo.dashboard.view`) via the shared `LOViewGuard`. No additional permission gate is applied beyond the route guard.

## Before you start

* A vision document must exist or you must be able to create one (the page provides a "Get Started" prompt).
* `lo.dashboard.view` permission is required.

## Steps

<Steps>
  <Step title="Navigate to Vision & Strategy">Go to `/lo/vision`. Skeleton placeholders appear while data loads.</Step>
  <Step title="Create a vision document if needed">If no document exists, select the "Get Started" prompt to create an initial vision document with empty core values, mission statement, and 10-year target.</Step>
  <Step title="Edit Overview">On the Overview tab, edit the mission statement and 10-year target via `VisionForm`, then save.</Step>
  <Step title="Manage Core Values">Switch to the Core Values tab and use `CoreValuesEditor` to add, edit, or remove values.</Step>
  <Step title="Manage Strategic Goals">On the Strategic Goals tab, add or update long-range goals via `StrategicGoalsSection`.</Step>
  <Step title="Review Quarterly Goals">On the Quarterly Goals tab, review the current-quarter goals pulled from `useCurrentQuarterGoals`.</Step>
  <Step title="Export">Select the Export button to open the `VisionExport` dialog.</Step>
</Steps>

## Key concepts

* **V/TO**: Vision/Traction Organizer — the underlying data model for the vision document.
* **Strategic Goals**: long-range goals managed by `useStrategicGoals`.
* **Quarterly Goals**: current-quarter goals managed by `useCurrentQuarterGoals`.

## Related

<Columns cols={2}>
  <Card title="Leadership" icon="compass" href="/lo/overview">
    Leadership core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/lo.tsx
  * src/cores/lo/pages/VisionPage.tsx
  * src/cores/lo/hooks/useVisionDocument.ts
  * src/cores/lo/hooks/useStrategicGoals.ts
</Accordion>