Organizational Memory

Maintain your operational context

The approved CompanyOS State that powers executive commands and briefings.

What is organizational memory?

Organizational Memory is the approved CompanyOS State — your current priorities, initiatives, risks, success metrics, role assignments, and open roles. All executive commands reference this memory.

How memory is established

Run SETUP_COMPANYOS on first use. The approved state from Step 7 becomes your baseline memory. See the SETUP_COMPANYOS guide.

What should be stored

  • Strategic priorities (12-month horizon)
  • Active and planned initiatives
  • Material organizational risks
  • Success metrics leadership tracks
  • Leadership assignments and open roles
  • Recent organizational changes

What should not be stored

  • Credentials, passwords, or API keys
  • Personal employee data beyond role assignments
  • Transient chat conversation history
  • Duplicate or conflicting priorities

Update cadence

  • Weekly: Initiative progress, new risks
  • Monthly: Priority review, metric updates
  • Quarterly: Full memory refresh via UPDATE_ORGANIZATIONAL_CONTEXT
  • On change: Role assignments (ASSIGN_ROLE, VACATE_ROLE)

Maintenance commands

  • UPDATE_ORGANIZATIONAL_CONTEXT — full memory refresh
  • ADD_RISK / RESOLVE_RISK — targeted risk updates
  • ADD_INITIATIVE — new initiative tracking
  • SHOW_COMPANYOS_STATE — view current approved state

Governance recommendations

Designate an executive owner for memory accuracy. Review memory before board meetings and strategic planning sessions. Use EXECUTIVE_BRIEFING to validate memory completeness.