Memory

SETUP_COMPANYOS

Purpose: Run structured first-use setup and approve CompanyOS State.

Example: SETUP_COMPANYOS

Expected behavior: Assigns roles, captures priorities, initiatives, risks, metrics, and stores approved state.

Common mistakes: Skipping role assignment leaves leadership registry incomplete.

Related: SHOW_COMPANYOS_STATE, UPDATE_ORGANIZATIONAL_CONTEXT

SHOW_COMPANYOS_STATE

Purpose: Display the approved CompanyOS State.

Example: SHOW_COMPANYOS_STATE

Expected behavior: Returns current organizational memory snapshot.

Common mistakes: Expecting live data before SETUP_COMPANYOS completes.

Related: SETUP_COMPANYOS, UPDATE_ORGANIZATIONAL_CONTEXT

UPDATE_ORGANIZATIONAL_CONTEXT

Purpose: Refresh organizational memory.

Example: UPDATE_ORGANIZATIONAL_CONTEXT

Expected behavior: Re-captures priorities, initiatives, risks, and metrics.

Common mistakes: Using for minor updates — use ADD_RISK or ADD_INITIATIVE for single items.

Related: SETUP_COMPANYOS, SHOW_COMPANYOS_STATE

ADD_INITIATIVE

Purpose: Record a new active initiative.

Example: ADD_INITIATIVE Initiative: CRM migration

Expected behavior: Appends to Active Initiatives in memory.

Common mistakes: Duplicating existing initiatives.

Related: CLOSE_INITIATIVE, SHOW_ACTIVE_INITIATIVES

CLOSE_INITIATIVE

Purpose: Mark an initiative complete or cancelled.

Example: CLOSE_INITIATIVE Initiative: CRM migration

Expected behavior: Removes or archives initiative from active list.

Common mistakes: Closing without capturing lessons learned.

Related: ADD_INITIATIVE, ADD_LESSON_LEARNED

ADD_RISK

Purpose: Record an active organizational risk.

Example: ADD_RISK Risk: Key person dependency on founder

Expected behavior: Appends to Current Risks in memory.

Common mistakes: Not reviewing risks quarterly.

Related: RESOLVE_RISK, SHOW_ACTIVE_RISKS

RESOLVE_RISK

Purpose: Mark a risk as resolved or mitigated.

Example: RESOLVE_RISK Risk: Key person dependency

Expected behavior: Updates risk status in organizational memory.

Common mistakes: Resolving without documenting mitigation.

Related: ADD_RISK, RISK_ASSESSMENT

ADD_LESSON_LEARNED

Purpose: Capture organizational learning.

Example: ADD_LESSON_LEARNED Lesson: Early customer feedback reduced churn

Expected behavior: Stores lesson in organizational memory.

Common mistakes: Storing transient chat notes instead of durable insights.

Related: CLOSE_INITIATIVE, UPDATE_ORGANIZATIONAL_CONTEXT

UPDATE_STRATEGIC_PRIORITY

Purpose: Update a strategic priority.

Example: UPDATE_STRATEGIC_PRIORITY Priority: Expand enterprise sales

Expected behavior: Modifies priorities in organizational memory.

Common mistakes: Too many priorities diluting focus.

Related: SHOW_CURRENT_PRIORITIES, STRATEGIC_REVIEW

SHOW_CURRENT_PRIORITIES

Purpose: List current strategic priorities.

Example: SHOW_CURRENT_PRIORITIES

Expected behavior: Returns priorities from approved state.

Common mistakes: None.

Related: UPDATE_STRATEGIC_PRIORITY, EXECUTIVE_BRIEFING

SHOW_ACTIVE_RISKS

Purpose: List active organizational risks.

Example: SHOW_ACTIVE_RISKS

Expected behavior: Returns risks from organizational memory.

Common mistakes: None.

Related: ADD_RISK, RISK_ASSESSMENT

SHOW_ACTIVE_INITIATIVES

Purpose: List active initiatives.

Example: SHOW_ACTIVE_INITIATIVES

Expected behavior: Returns initiatives from organizational memory.

Common mistakes: None.

Related: ADD_INITIATIVE, EXECUTIVE_BRIEFING

Organizational

SHOW_ORG_CHART

Purpose: Display reporting structure and hierarchy.

Example: SHOW_ORG_CHART

Expected behavior: Returns visual hierarchy from leadership registry.

Common mistakes: Running before SETUP_COMPANYOS may show incomplete data.

Related: SHOW_LEADERSHIP_TEAM, SHOW_DEPARTMENTS

SHOW_LEADERSHIP_TEAM

Purpose: List executive roles and assignment status.

Example: SHOW_LEADERSHIP_TEAM

Expected behavior: Shows filled, vacant, and interim roles.

Common mistakes: Confusing with SHOW_OPEN_ROLES — this shows all roles.

Related: SHOW_OPEN_ROLES, ASSIGN_ROLE

SHOW_OPEN_ROLES

Purpose: Identify vacant positions and capability gaps.

Example: SHOW_OPEN_ROLES

Expected behavior: Lists roles requiring hire with risk context.

Common mistakes: None — safe to run anytime after setup.

Related: HIRE_ROLE, VACATE_ROLE

SHOW_DEPARTMENTS

Purpose: Display department structure.

Example: SHOW_DEPARTMENTS

Expected behavior: Returns department definitions and leadership.

Common mistakes: None.

Related: SHOW_ORG_CHART, SHOW_DECISION_MATRIX

SHOW_DECISION_MATRIX

Purpose: Display decision authority matrix.

Example: SHOW_DECISION_MATRIX

Expected behavior: Returns governance decision routing.

Common mistakes: None.

Related: GOVERNANCE_REVIEW, DECISION_ANALYSIS

Role Management

HIRE_ROLE

Purpose: Define a new leadership position.

Example: HIRE_ROLE Role: CTO

Expected behavior: Creates role definition, responsibilities, KPIs, reporting structure.

Common mistakes: Creating duplicate roles — check registry first.

Related: ASSIGN_ROLE, SHOW_OPEN_ROLES

ASSIGN_ROLE

Purpose: Assign a person to an executive role.

Example: ASSIGN_ROLE Role: CTO Person: Jane Smith

Expected behavior: Updates leadership registry and org chart.

Common mistakes: Assigning without email or start date reduces auditability.

Related: VACATE_ROLE, SHOW_LEADERSHIP_TEAM

VACATE_ROLE

Purpose: Mark a role vacant and identify risks.

Example: VACATE_ROLE Role: CFO

Expected behavior: Updates status and flags capability gaps.

Common mistakes: Forgetting to plan interim coverage.

Related: HIRE_ROLE, ASSIGN_ROLE

REMOVE_ROLE

Purpose: Remove a role no longer required.

Example: REMOVE_ROLE Role: Interim Advisor

Expected behavior: Removes role from registry when structurally obsolete.

Common mistakes: Removing roles with active accountability.

Related: VACATE_ROLE, SHOW_LEADERSHIP_TEAM

Executive

EXECUTIVE_BRIEFING

Purpose: Leadership summary using organizational memory.

Example: EXECUTIVE_BRIEFING

Expected behavior: Synthesizes priorities, risks, initiatives, and open roles.

Common mistakes: Running with stale memory — run UPDATE_ORGANIZATIONAL_CONTEXT first.

Related: CEO_BRIEFING, STRATEGIC_REVIEW

CEO_BRIEFING

Purpose: CEO-focused leadership briefing.

Example: CEO_BRIEFING

Expected behavior: Executive summary tailored to CEO accountability.

Common mistakes: None.

Related: EXECUTIVE_BRIEFING, COO_BRIEFING

COO_BRIEFING

Purpose: COO-focused operations briefing.

Example: COO_BRIEFING

Expected behavior: Operations summary from organizational memory.

Common mistakes: None.

Related: EXECUTIVE_BRIEFING, OPERATING_PLAN

CFO_BRIEFING

Purpose: CFO-focused financial briefing.

Example: CFO_BRIEFING

Expected behavior: Financial and risk summary from memory.

Common mistakes: None.

Related: EXECUTIVE_BRIEFING, RISK_ASSESSMENT

CTO_BRIEFING

Purpose: CTO-focused technology briefing.

Example: CTO_BRIEFING

Expected behavior: Technology and engineering summary.

Common mistakes: None.

Related: EXECUTIVE_BRIEFING, SHOW_DEPARTMENTS

CMO_BRIEFING

Purpose: CMO-focused marketing briefing.

Example: CMO_BRIEFING

Expected behavior: Marketing and growth summary.

Common mistakes: None.

Related: EXECUTIVE_BRIEFING, STRATEGIC_REVIEW

CISO_BRIEFING

Purpose: CISO-focused security briefing.

Example: CISO_BRIEFING

Expected behavior: Security and compliance summary.

Common mistakes: None.

Related: COMPLIANCE_REVIEW, RISK_ASSESSMENT

Governance

DECISION_ANALYSIS

Purpose: Analyze a decision against governance framework.

Example: DECISION_ANALYSIS Decision: Enter new market

Expected behavior: Routes decision through authority matrix.

Common mistakes: Skipping governance context.

Related: SHOW_DECISION_MATRIX, GOVERNANCE_REVIEW

RISK_ASSESSMENT

Purpose: Evaluate risks against governance controls.

Example: RISK_ASSESSMENT

Expected behavior: Produces risk analysis using governance model and memory.

Common mistakes: Running without compliance context configured.

Related: ADD_RISK, GOVERNANCE_REVIEW

OPERATING_PLAN

Purpose: Generate operating plan from current state.

Example: OPERATING_PLAN

Expected behavior: Synthesizes priorities and initiatives into plan.

Common mistakes: Stale memory produces outdated plan.

Related: STRATEGIC_REVIEW, EXECUTIVE_BRIEFING

GOVERNANCE_REVIEW

Purpose: Review decision authority and compliance posture.

Example: GOVERNANCE_REVIEW

Expected behavior: Assesses governance model against current state.

Common mistakes: None.

Related: COMPLIANCE_REVIEW, DECISION_ANALYSIS

COMPLIANCE_REVIEW

Purpose: Review compliance requirements and posture.

Example: COMPLIANCE_REVIEW

Expected behavior: Evaluates compliance against organizational memory.

Common mistakes: None.

Related: GOVERNANCE_REVIEW, CISO_BRIEFING

STRATEGIC_REVIEW

Purpose: Assess priorities against business objectives.

Example: STRATEGIC_REVIEW

Expected behavior: Compares current priorities to strategic objectives.

Common mistakes: Stale priorities not updated before review.

Related: EXECUTIVE_BRIEFING, OPERATING_PLAN