The case team member that catches slips before the client does.
Your engagement, on track every day
This week's Harborview analysis is in the client deck template with six open questions flagged. It is a draft until Riley gives the partner gate.
- Progress Phase 2 analysis complete across 4 workstreams
- Open 6 client decisions need confirmation
- Gate Riley to approve client-facing version
Keep the utilization slide, but move the staffing question up front. I'll review the client version after that change.
Client deck draft updated.
The Northgate proposal is drafted from three prior quals, the client thread, and the SOW structure. The partner edits instead of writes — the fee section is flagged for Riley.
- Sections approach, team, and timeline drafted from the SOW
- Win themes pulled from 2 won engagements in their sector
- Flagged fee structure — partner call before it locks
Lead the approach section with the diagnostic sprint — that's what won us the Harborview work. I'll take the fee section myself tonight.
Proposal draft updated.
All fifteen expert calls are synthesized into one findings doc: four themes with counts, every quote attributed, and two contradictions flagged for the storyline.
- Top theme pricing pressure — raised in 11 of 15 calls
- Quotes attributed by role, cleared for the deck
- Contradiction operators vs. buyers on switching costs
Lead the storyline with the pricing theme and keep the switching-cost contradiction as its own slide — the client needs to see both sides.
Findings doc updated.
Daily workplan watch found two slipping Harborview workstreams before the client checkpoint. Owners and days behind are ready for Riley to assign.
- Sign-off 3 days behind — owner Jordan
- Training 2 days behind — owner Theo
- Impact Client checkpoint at risk Friday
Jordan owns sign-off and Theo owns training. Put both recovery plans on today's internal standup; I will decide what reaches the client.
Recovery plan tasks created.
Not just chat. The actual work.
