FREE Webinar Thursday, May 22nd 5:30 PM fb.me/6Enzgvd23 The Skool OS CORE is a strategic planning framework that helps you define your brand, define your customers and prioritize your goals. As an experiment I used it on myself. Can the CORE Strategic framework be used for a person?

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CORE
05/14/14
Skool OS
Jose Caballer

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CORE Brand Attributes
2
Culture Co-Creators Voice Feeling Impact X-Factor
How would your
community to describe
you?
How would you
describe your co-
creator?
How do you sound to
others?
How others feel after
interacting with you?
What tangible
impact do you have
on others?
How are your
different from others?
What makes you
special?
Creative
Quirky
Fun
Obnoxious
Infectious
Worldly
Multi-Cultural
Kind
Giving
Open
Spontaneous
Entrepreneurial
Fast Paced
World Changing
Driven
Creative
Tech
Business
Marketing
Driven
Authentic
Giving
Open Minded
Innovative
Change Makers
Progressive
Intuitive
Obnoxious
Successful
Powerful
Wise
Urgent
Strong
Humorous
Witty
Blunt
Authentic
Unfiltered
Truthful
Educational
Caring
Nurtured
Empowered
Enlightened
Educational
Transformed
Informed
Hopeful
That there are
opportunities
Tranquil
Peace of Mind
Satisfied
Fulfilled
Relief
Happy
Joy
Make Money
Knowledge
Bigger Network
Save Money
Save Time
Less Mistakes
Assurance
LIVE
Open
Unfiltered
Willing to share
“the secrets”
Insightful
Quirky
Visual
Concise
Simple
Easy
Inclusive
Tactile
Interactive
1. Brainstorm Six (2 min) 2. Choose Top Three (1 min) 3. Choose Top One (1 min)
Culture
provides to
in a
customers
environment with a
Voice
voice. Helping them feel
Feeling
Customer
Impact
and be
Name Product / Service
Tea Haus provides custom teas to health conscious
customers in a sophisticated environment with a wise
voice. Helping them feel mindful and be re-energized.
Example:
Jose
Live Training
& Facilitation Powerful
Quirky Caring Empowered
Assured
X-Factor: Visual Archetype: Joker, Friend

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CORE Community Members
3
Demographics
Male
56
Los Angeles
Married
2 Kids, in College, Married
Studied CS, Berkley
MBA USC
His Back Story (Problems)
- Investing in Media Companies
- Gung Ho on Video
- Has startups that are struggling to
gain traction
- Looking to optimize his portfolio
- Saw what Jose is doing in L.A.
- Likes The Skool’s YouTube
- Needs his startups trained for high
velocity and fidelity
His Needs & Why
- Needs to see a pilot concept for The
Skool as a reality show
- Needs to see a working business model
(in action)
- Validation vs Peer Validation (Other
investors)
- A Personal Connection to Jose -
Someone to vouch for him
How do I Exceed His Needs?
- Quality level of UX and visual design
- Track record of execution
- Steadfastness
- Integrity
- Share Experience
- Powerful Training / Skool OS
- Provide A Process Framework
Peter Anderson, The Investor
Image Courtesy of: Shutterstock.com

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CORE Community Members
4
Demographics
Male
43
Minneapolis
Lives in NYC
Married Recently
No Kids
250k a year
CEO at large AdTech Company
His Back Story (Problems)
- Just sold his previous company
- Looking to start a new company
- Needs to train his team so that new
owners / investors are happy
- Has access to VC’s and investors
- Wants an experienced product
designer
His Needs & Why
- Someone he can trust
- Experience
- Velocity
- A proven process
- To use CORE for his new startups
- Someone who really knows UX &
Visual Design
- Someone who can speak his language
and understand business
How do I Exceed His Needs?
- Trusts & likes Jose
- Intellectual alignment
- Well systemized process
- Simplicity
- Bluntness
- High fidelity design ability
- Help raise money and mitigate risks
Ben Abrams, The CEO
Image Courtesy of: Shutterstock.com

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CORE Community Members
5
Demographics
Female
31
Director for a consulting firm
Divorced
No Kids
Lives in Brooklyn
His Back Story (Problems)
- Very successful strategist
- Has launched many major products
- Looking to go out on her own
- Wants to start a media company
- Doesn’t know where to start
- Meets Jose at NYC event
His Needs & Why
- Needs permission to go out on her own
/ Validation of her idea
- Needs a strong example and mentors
- Needs someone who she can relate to
and who she is comfortable with
- Someone who can be a co-creator
- She is “Dorky, Flakey”, she needs
someone who is “Obnoxious”
How do I Exceed His Needs?
- Someone who is creative and can build
something big
- Sharing Experience
- Is open and transparent
- Connections to future opportunities
- Revenue
- Strong leadership but collaborative
approach
- Shared vision for impact and giving
back.
Rebecca Noble, The Co-Creator
Image Courtesy of: Shutterstock.com

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CORE Priorities
6
Term Description Desireablity Doability Total
M Business Plan / Rev Model 10 8 18
S Finish CORE Training Product 10 8 18
S Finish CORE Kit 10 7 17
L Membership Site 9 6 15
M Key Partnerships 8 8 16
L Corporate Consulting 7 8 15
S Corporate Training 10 9 19
L Corporate Speaking 10 9 19
Revenue: What will generate revenue?

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CORE Priorities
7
Term Description Desireablity Doability Total
S Services One Pager 10 9 19
M Media Kit 7 8 15
S Training One Pager 10 9 19
M Business Cards 10 8 18
M Website Redesign (The Skool) 10 6 16
S Linkedin Page for The Skool 10 9 19
M Personal Website for Speaking 8 7 15
M Video (Skool CORE) 7 6 13
S Register with Speakers Bureau 8 8 16
L Book 10 6 16
M Press Opportunities 9 6 15
Awareness: How will you get people to hear about you?

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CORE Priorities
8
Term Description Desireablity Doability Total
M Email Newsletter Templates 9 10 19
M Editorial Calendar 8 7 15
M Ecommerce Automation 9 7 16
M Marketing Automation 9 7 16
S Training Process Delivery 10 8 18
Efficiency: How can you systemize and simplify?