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Complete the Core Configuration Stage

Use Playbook stage Core Configuration to orient on data foundations, assign module owners, and sync Core Configuration actions into Company Tracker.

Where: Mission Control → W.A.T. Implementations → Implementation Playbook → Core Configuration
Route: /missioncontrol/implementations/playbook?phase=core_configuration

Select a company first. This stage is not the full task board; day-to-day action work continues in Manage companies, milestones, and actions. Process context and the HQ setup spine: Stage 4: Core Configuration.

Steps in this stage​

StepTitleWhat you do
1Data pyramidReview tiers 1–4 (including Unlocks); Next marks reviewed
2Vista module guideApply/adjust module assignees; Next marks reviewed
3Action status snapshotSync visibility and assignees into Company Tracker; finish with Complete Core Configuration

The right Required items list shows these three flow steps.

Step 1: Data pyramid​

  1. Open Data pyramid.
  2. Review tiers 1–4 (Financial foundation through Service work), including the Unlocks text for each tier.
  3. Use this as the sequencing story for foundational configuration before deeper module work.
  4. Click Next.

Step 2: Vista module guide​

  1. Review Module scope from onboarding (modules selected in Onboarding show as In scope / Not selected).
  2. Click Apply default assignees to pull owners from the Onboarding role matrix into module defaults.
  3. In the module table (Module, What it supports, Typical prereqs, Assignees), adjust Assignees per module as needed. Changes save per row.
  4. When assignee work is settled, click Next.

Step 2 only sets module ownership for sync. It does not write Company Tracker action assignees until Step 3.

Step 3: Action status snapshot​

  1. Review the pulse metrics: Total actions, Completed, In progress, Past due (and status badges such as To Do).
  2. Run Sync visibility so hide/show for Core Configuration actions matches this company’s module scope.
  3. Run Sync assignees. In Sync action assignees, choose:
    • Replace existing - overwrite current action assignees with Step 2 selections, or
    • Add to existing - add Step 2 selections on top of current assignees
  4. Optionally Open Company Tracker to work the actions there.
  5. When ready, click Complete Core Configuration.

Continue with Complete the Integrations stage (?phase=integrations).