Keep the brain true

The 13 Core homes and how to choose one

Identity and purpose: Mission, mandate, positioning, legal identity and enduring purpose. For example: mission statement, legal entity and trading names, pod mandate. People, teams and roles: People, teams, responsibilities, reporting and role ownership. For example: team roster, role accountabilities, reporting line. Organisations and relationships: Clients, partners, suppliers, regulators and durable relationship summaries. For example: client relationship summary, strategic partner, regulator relationship. Strategy and goals: Direction, priorities, goals, OKRs and strategic bets. For example: annual objective, quarterly priority, strategic bet. Commercial and finance: Revenue and pricing models, budgets, unit economics and costs. For example: pricing model, approved budget, gross-margin model. Products and services: Reusable offerings, packages, value propositions and service definitions. For example: service package, product capability, value proposition. Projects and initiatives: Bounded change, scope, milestones, outcomes and curated status. For example: launch initiative, migration milestone, curated programme status. Operations and processes: Operating models, repeatable processes, hand-offs, cadences and ownership. For example: client-onboarding process, monthly close cadence, support hand-off. Decisions: Settled choices with decider, rationale, effective date and supersession state. For example: adopted CRM choice, decision not to enter a market, superseded pricing choice. Metrics: Measure definitions, formulas, owners, targets, thresholds and source queries. For example: conversion-rate definition, revenue target, source query for active customers. Risks, obligations and controls: Business risks, binding requirements, controls, treatments and assurance. For example: contractual deadline, privacy obligation, financial control. Systems: Applications, integrations, APIs, owners and authoritative-source pointers. For example: CRM owner, system-of-record pointer, integration dependency. Glossary: Terms, definitions, taxonomies, units and conventions. For example: qualified lead definition, internal acronym, reporting-unit convention.