The checking loop

Two new meetings, and what changed because of them.

When something new arrives, the loop checks it against every page before anything is sent. One fact changes in one place, and every page follows. This is what happened between Friday 22 January and Friday 29 January 2027.

The method

Eight steps, in order

Ingest the new input
Extract facts, decisions and questions
Check against every artefact
List what changes
Update the artefacts
Update the changelog and actions
Delete answered questions
Run the checks

The loop in three parts

Before, new input, after

Before

Version v0.1 | Fri 22 Jan 2027

Richard Vance is Resistant, with no banker champions listed.
The risk register holds 12 risks. R-03 shift cover is Medium.
The guardrails gate is Fri 26 Mar 2027, which is Good Friday.
The go/no-go checklist has 14 criteria.
There are 23 actions: 8 done, 12 open, 3 overdue.
Six questions are open, including Q-05: may Compass Assist draft written complaint responses?
Wave 1 training has no school holiday handling.

New transcripts

T4 on Tue 26 Jan | T5 on Thu 28 Jan 2027

T4 BUSINESS BANKING WORKSHOP

Bankers will not give up their spreadsheets unless the pipeline view is better by day one.Richard Vance, condensed

Sessions run for 90 minutes from 7:30am, and each banker's spreadsheet is pre-loaded before training. Compass Assist is off for bankers at go-live, then opt-in in week 3.Agreed in the room, condensed

T5 STEERING CATCH-UP

School holidays and Easter fall inside the Wave 1 training window. Go-live stays Mon 19 Apr. Training starts Tue 30 Mar with early and late sessions, and make-up sessions run on Wed 14 and Thu 15 Apr.Programme decision, condensed

The guardrails sign-off moves from Fri 26 Mar to Fri 9 Apr. Compass Assist may draft written complaint responses, and the complaints officer must edit and send them.Fatima Haddad, condensed

Read T4 | Read T5

What changed

Version v0.2 | Fri 29 Jan 2027

Richard Vance is Conditional, and three champions are listed.
The risk register holds 14 risks. R-03 is now High.
The guardrails gate is Fri 9 Apr 2027.
The go/no-go checklist has 16 criteria.
There are 28 actions: 10 done, 15 open, 3 overdue.
Q-05: may Compass Assist draft written complaint responses? Answered, now on the page
Q-07 is new. Six questions are still open.
Wave 1 training has early, late and make-up sessions.

CHANGELOG, 29 JAN 2027

Eight changes (C-1 to C-8) from T4 and T5 applied across 15 pages. Decided by the steering committee on 28 January and by the business banking workshop on 26 January. Checks run and passed.

Step 8

The checks that passed

ok 14 risks, all with an owner
ok 28 actions, all with an owner and a due date
ok 6 open questions, all with an owner
ok 16 go/no-go criteria
ok 0 broken links
ok Dates agree across pages
ok No page still mentions Q-05 as open
ok Version lines read v0.2, 29 January 2027

Steps 4 and 5

Every change, line by line

Each row names the page, the exact text before and after, and the transcript it came from.

Changes C-1 to C-8 between v0.1 and v0.2
Artefact	Before (v0.1)	After (v0.2)	Source
C-1 Stakeholder list: Richard Vance and the banker champions
Stakeholder list Richard Vance, stance	Resistant	Conditional: he will engage if the pipeline view is better on day one.	T4
Stakeholder list Business banker champions	No champions listed.	Three champions added: Isla Fraser, Dev and Karina.	T4
C-2 Risk register: two risks added, two changed
Risk register R-01 mitigation	R-01 Business bankers keep using personal spreadsheets: High. The mitigation had no pipeline pre-load, no champions and no early sessions.	R-01 stays High. Mitigation: pre-load each banker's spreadsheet into the pipeline, three champions, 7:30am sessions.	T4
Risk register R-02 wording	R-02 Compass Assist not approved by go-live: High. Guardrails gate Fri 26 Mar 2027.	R-02 stays High. Wording now carries the new gate date, Fri 9 Apr 2027.	T5
Risk register R-03 rating	R-03 Contact centre shift cover during training: Medium.	R-03 Contact centre shift cover during training: High, because school holidays and Easter reduce cover.	T5
Risk register R-13 new	Not in the register.	R-13 Compass Assist off for bankers delays the AI benefit: Low.	T4
Risk register R-14 new	Not in the register.	R-14 Guardrails sign-off moves close to go-live: Medium.	T5
Risk register Total	12 risks.	14 risks.	T4, T5
C-3 Go/no-go: the guardrails gate moves and two criteria are added
Go/no-go Guardrails criterion	Compass Assist guardrails approved by Fri 26 Mar 2027.	Compass Assist guardrails approved by Fri 9 Apr 2027, 10 days before go-live. The training demo uses the approved guardrails only.	T5
Go/no-go New criterion	Not a criterion.	Business banker pipelines pre-loaded (at least 90 percent of bankers) by Fri 9 Apr.	T4, T5
Go/no-go New criterion	Not a criterion.	Complaint response drafts are labelled and editable.	T5
Go/no-go Criteria count	14 criteria.	16 criteria.	T5
Plan on a page, Phased rollout and Weekly status Gate date shown	Guardrails sign-off gate: Fri 26 Mar 2027.	Guardrails sign-off gate: Fri 9 Apr 2027.	T5
C-4 Training and comms: built around school holidays, shifts and bankers
Training schedule Docklands shifts	Wave 1 training in standard blocks.	Early (6:30am to 8:00am) and late (4:30pm to 6:00pm) blocks added for the Docklands shifts.	T5
Training schedule Branches	No school holiday handling noted.	A first block in the week of 12 Apr for people on leave in the first two weeks.	T5
Training schedule Make-up sessions	None.	Make-up sessions on Wed 14 Apr and Thu 15 Apr.	T5
Training schedule Business bankers	Half-day sessions.	90-minute sessions at 7:30am, before client calls.	T4
Training schedule Compass Assist for bankers	Taught with the rest of Wave 1 and on at go-live.	Off at go-live. Taught in week 3 after go-live, as opt-in.	T4
Comms plan	No bankers message and no school holiday roster reminder.	A bankers message and a school-holiday roster reminder added.	T4, T5
Learning plan	Built on the v0.1 training schedule, with Q-05 unanswered.	Updated to match the training changes above and the answer to Q-05.	T4, T5
C-5 Open questions: one answered and deleted, one added
Open questions Q-05	Open: is Compass Assist allowed to draft written complaint responses? Owner: Risk and Compliance.	Answered and deleted. Compass Assist may draft them, the complaints officer must edit and send, and drafts are labelled. The answer is now written into the solution overview (process 5), the learning plan and the changelog.	T5
Open questions Q-07	Not in the register.	Q-07 added: can bankers' client notes be loaded from the spreadsheets? Owners: business banking and the CRM platform team.	T4
Open questions Q-04	Open: do complaints stay in the same queue as general enquiries?	Still open. Neither transcript answers it.	No change
Open questions Total open	6 open: Q-01 to Q-06.	6 open: Q-01, Q-02, Q-03, Q-04, Q-06 and Q-07.	T4, T5
C-6 Action list: five added, two closed, one date moved
Action list Totals	23 actions: 8 done, 12 open, 3 overdue.	28 actions: 10 done, 15 open, 3 overdue. The same three are overdue.	T4, T5
Action list A-09	Open: Fatima Haddad to confirm the guardrails sign-off date.	Closed: the date is confirmed as Fri 9 Apr 2027.	T5
Action list A-11	Open: Change lead adds the approval gate to the go/no-go checklist.	Closed: the gate is on the checklist.	T5
Action list A-14	Louise Chen's complaint category list, due Fri 29 Jan 2027.	Same owner, due Fri 5 Feb 2027.	T5
C-7 Version bump on the pages the loop touched
Change plan, Plan on a page, Comms plan, UAT schedule, Phased rollout and Weekly status Version line	Draft v0.1, 22 January 2027.	Draft v0.2, 29 January 2027, each with a Changed in v0.2 box.	T4, T5
UAT schedule New dependency	No complaint category dependency.	Louise Chen's complaint categories are mapped by Fri 5 Feb, before UAT starts on Mon 8 Feb.	T5
C-8 Weekly status: a new report, not an edit
Weekly status	Report for the week ending Fri 22 Jan 2027, v0.1.	Report for the week ending Fri 29 Jan 2027, v0.2.	T4, T5

Step 6

The action list, before and after

Five new actions

A-24 Isla Fraser: confirm two other business banker champions by name. Due Fri 5 Feb. (T4)
A-25 Anika Rao: scope loading each banker's spreadsheet into the pipeline. Due Fri 12 Feb. (T4)
A-26 Sam Petrovic: confirm early and late trainer blocks for Docklands. Due Fri 12 Feb. (T5)
A-27 Fatima Haddad: confirm guardrails test set and sign-off date Fri 9 Apr in writing. Due Fri 5 Feb. (T5)
A-28 Change lead: send Helen Marchetti a one-page customer-experience scorecard outline. Due Fri 19 Feb. (T5)

Two closed

A-09 Fatima Haddad: confirm the guardrails sign-off date. Closed by T5, which set it at Fri 9 Apr.
A-11 Change lead: add the approval gate to the go/no-go checklist. Closed by change C-3.

One date moved

A-14 Louise Chen: supply the complaint category list. Owner unchanged. Due Fri 29 Jan Fri 5 Feb, so the categories are mapped before UAT starts on Mon 8 Feb. (T5)

Totals: 23 actions become 28. Done goes from 8 to 10, open from 12 to 15, and the same 3 stay overdue.

In short

What the loop is for

The loop makes sure a decision made in one meeting reaches every page that depends on it. It also keeps answered questions off the list, with the answer written on the page as fact. When the next transcript arrives, the same eight steps run again.

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