Project Compass | Running ledger
Action list
Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple
Every action comes from a meeting or an email and links back to it. Each has one owner and a date. Detail shows the date raised and notes.
Changed in v0.2 Updated v0.2
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Showing all 28 actions.
28Actions
10Done
15Open
3Overdue
1Chased twice or more
Overdue means past its date and not done. T1 to T5 are transcripts and E2 to E4 are emails. E1, the sponsor's kick-off note, set direction and asked for no action, so it has no row here.
Closed by evidence Updated v0.2
A-09 is closed because Fatima Haddad agreed Fri 9 Apr 2027 in T5, and A-27 asks for it in writing. A-11 is closed because the criterion is on the go/no-go page with the new date.
Owner
Status
Source
| Action | Owner | Due | Status | Source |
|---|---|---|---|---|
A-01 Confirm trainer capacity for Wave 1 and Wave 2 with the eight-person L&D team.DetailRaised 12 Jan. Confirmed on Fri 22 Jan. | Sam Petrovic | Fri 22 Jan 2027 | Done | T1 |
A-02 Share the UAT script list with the Change lead.DetailRaised 12 Jan. Shared on Fri 15 Jan. | Jorge Alvarez | Fri 15 Jan 2027 | Done | T1 |
A-03 Draft the stakeholder list.DetailRaised 12 Jan. Issued at v0.1. See the stakeholder list. | Change lead | Fri 22 Jan 2027 | Done | T1 |
A-04 Draft the risk register.DetailRaised 12 Jan. Issued at v0.1 with 12 risks. | Change lead | Fri 22 Jan 2027 | Done | T1 |
A-05 Send the Docklands shift roster pattern.DetailRaised 14 Jan. Used for the 90-minute training blocks. | Mei Tan | Wed 20 Jan 2027 | Done | T2 |
A-06 List the Docklands team leaders who can host 90-minute training blocks on each shift. chased onceDetailRaised 14 Jan. Chased once. Needed for A-26. | Marcus Obi | Wed 20 Jan 2027 | Overdue | T2 |
A-07 Reply to Aroha Williams on Easter trading and log her roster limits as training constraints.DetailRaised 13 Jan. Constraints are in the training schedule. | Change lead | Fri 22 Jan 2027 | Done | E2 |
A-08 Check the programme calendar against Victorian public holidays and school terms.DetailRaised 21 Jan. Check found the school-holiday flag taken to T5. | Change lead | Fri 29 Jan 2027 | Done | E3 |
A-09 Confirm the Compass Assist guardrails sign-off date. Closed by evidenceDetailRaised 19 Jan. Agreed Fri 9 Apr in T5 and written into go/no-go (C-3). | Fatima Haddad | Fri 29 Jan 2027 | Done | T3 |
A-10 Draft an outline of the Compass Assist guardrails test set.DetailRaised 19 Jan. Feeds step 3 of the policy timeline. | Ben Okafor | Fri 12 Feb 2027 | Open | T3 |
A-11 Add the Compass Assist approval gate to the go/no-go checklist. Closed by evidenceDetailRaised 19 Jan. Criterion is in go/no-go with the new date (C-3). | Change lead | Fri 22 Jan 2027 | Done | T3 |
A-12 Check with security the wording on customer personal data in prompts outside Salesforce.DetailRaised 19 Jan. Policy conflict 2 on the policy timeline. | Priya Raman | Fri 5 Feb 2027 | Open | T3 |
A-13 Answer Q-01: which legacy CRM data comes across to Salesforce.DetailRaised 12 Jan. Open question Q-01. | Jorge Alvarez | Fri 5 Feb 2027 | Open | T1 |
A-14 Supply the complaint category list, mapped to Service Cloud case categories. Due date movedDetailRaised 14 Jan. Due date moved from Fri 29 Jan in T5. UAT depends on it. | Louise Chen | Fri 5 Feb 2027 | Open | T2 |
A-15 Send the month-end roster pattern for the 60 branches. chased onceDetailRaised 13 Jan. Chased once. | Aroha Williams | Wed 20 Jan 2027 | Overdue | E2 |
A-16 Circulate the as-is notes for processes 1 and 4 for check.DetailRaised 14 Jan. Checked by Tom Gallagher and Louise Chen. | Change lead | Fri 22 Jan 2027 | Done | T2 |
A-17 Send one banker's pipeline spreadsheet as a sample, with client details removed. chased twiceDetailRaised 15 Jan. Chased twice. Partly overtaken by A-25. | Richard Vance | Wed 20 Jan 2027 | Overdue | E4 |
A-18 Answer Q-06: where NSW gets its Wave 2 trainers.DetailRaised 12 Jan. Open question Q-06. | Sam Petrovic | Fri 12 Feb 2027 | Open | T1 |
A-19 Answer Q-03: whether branch staff are trained at their branch or on site.DetailRaised 13 Jan. Open question Q-03. | Aroha Williams | Fri 12 Feb 2027 | Open | E2 |
A-20 Confirm the UAT environment is ready for the kick-off sessions from Mon 8 Feb.DetailRaised 12 Jan. Go/no-go criterion. | Jorge Alvarez | Wed 3 Feb 2027 | Open | T1 |
A-21 Nominate the contact centre UAT testers for Docklands and Parramatta.DetailRaised 14 Jan. Risk R-11 covers testers pulled back to day jobs. | Tom Gallagher | Wed 3 Feb 2027 | Open | T2 |
A-22 Book steering committee slots for the go/no-go reviews before each go-live.DetailRaised 21 Jan. Wave 1 review is before Mon 19 Apr. | Daniel Nguyen | Fri 26 Feb 2027 | Open | E3 |
A-23 Draft the Wave 1 comms plan outline.DetailRaised 12 Jan. Adds a bankers' message and a school-holiday reminder. | Change lead | Fri 12 Feb 2027 | Open | T1 |
A-24 Confirm two other business banker champions by name. New v0.2 from T4DetailRaised 26 Jan. Richard Vance named Dev and Karina, first names only. | Isla Fraser | Fri 5 Feb 2027 | Open | T4 |
A-25 Scope loading each banker's spreadsheet into the pipeline. New v0.2 from T4DetailRaised 26 Jan. Two weeks of migration prep before training. Q-07 depends on it. | Anika Rao | Fri 12 Feb 2027 | Open | T4 |
A-26 Confirm early and late trainer blocks for Docklands. New v0.2 from T5DetailRaised 28 Jan. Early 6:30am to 8:00am, late 4:30pm to 6:00pm. | Sam Petrovic | Fri 12 Feb 2027 | Open | T5 |
A-27 Confirm the guardrails test set and the sign-off date of Fri 9 Apr in writing. New v0.2 from T5DetailRaised 28 Jan. Supports the new gate date. | Fatima Haddad | Fri 5 Feb 2027 | Open | T5 |
A-28 Send Helen Marchetti a one-page customer-experience scorecard outline. New v0.2 from T5DetailRaised 28 Jan. See the KPI scorecard. | Change lead | Fri 19 Feb 2027 | Open | T5 |
Sources: T1, T2, T3, T4, T5, E2, E3, E4. See also the risk register.