Project Compass
Stakeholder list
Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple
The map shows which groups of people are affected and how many are in each. The detailed list names the ten stakeholders and three banker champions, with stance, what each needs and who engages them next.
Changed in v0.2
- Richard Vance, Head of business banking, moves from Resistant to Conditional. He will engage if the pipeline view is better than the spreadsheets on day one. From T4.
- Three champions are added: Isla Fraser, Dev and Karina, all business bankers in Victoria. Dev and Karina are known by first name only, so their surnames and teams are TBC. From T4.
- Louise Chen's next contact is tied to the complaint category list, which moved from Fri 29 Jan to Fri 5 Feb. From T5.
- Docklands, Victoria200
- Parramatta, NSW150
- Victoria, 34 branches340
- New South Wales, 26 branches260
- Victoria45
- New South Wales35
- Head office40
- Head office120
- Head office25
- Head office, become admins30
- Head office, deliver training8
Nested inside the customer-facing groups. Bankers are off at go-live and opt in from week 3.
TBC: user count by groupTeams total 1,253 people: 808 in Wave 1 and 445 in Wave 2. Rings with a gate are approvers. Approval is a gate, so approvers are shown as small circles on the group, not as a group of their own. Dashed amber means not settled.
Gate 1: UAT sign-off
Wed 17 Mar 2027. Daniel Nguyen at the steering committee.
Gate 2: Compass Assist guardrails Updated v0.2
Fri 9 Apr 2027, moved from Fri 26 Mar. Fatima Haddad for Risk and Compliance.
Gate 3: go/no-go
Before each go-live. Helen Marchetti as sponsor, on the advice of the steering committee. Criteria in 15 Go/no-go.
One row per person. Stance is the person's position on the change at 29 January 2027. Next contact dates are planned, not yet held.
Showing 13 of 13 stakeholders.
| Name and role | Team | Wave | Influence | Impact | Stance | What they need | Engagement owner | Next contact |
|---|---|---|---|---|---|---|---|---|
| Helen MarchettiChief Customer Officer, sponsor | Executive | Both | High | Low | Champion | A visible customer-experience win by June, and a one-page scorecard before Wave 2. | Daniel Nguyen with the Change lead | Fri 19 Feb 2027, scorecard outline (A-28) |
| Priya RamanCIO | Technology | Both | High | Medium | Supportive | One platform rather than two, and a clear owner for technology risk including Compass Assist. | Change lead | Wed 3 Feb 2027 |
| Daniel NguyenProgram director | Program office | Both | High | Medium | Supportive | An accurate plan with dates that change once, and early warning of anything that threatens a go-live. | Change lead | Fri 5 Feb 2027, weekly status |
| Tom GallagherHead of contact centre | Contact centre, Docklands and Parramatta | Both | High | High | Supportive, worried about shift cover | Training blocks that fit shifts, and cover plans that hold in the school holidays. | Change lead | Mon 8 Feb 2027, with Sam Petrovic on blocks |
| Aroha WilliamsHead of branch network | Branch network, 60 branches | Both | High | Medium | Supportive | Less admin for branches, rosters that respect Easter trading, and a decision on where training happens (Q-03). | Change lead | Tue 9 Feb 2027 |
| Richard VanceHead of business banking | Business banking, 80 bankers | Both | High | High | Conditional Updated v0.2 from T4 Was Resistant at v0.1. | A pipeline view that is better than the spreadsheets on day one, sessions of 90 minutes before client calls, and no full-day release of bankers. | Change lead, with Isla Fraser | Wed 10 Feb 2027, pipeline pre-load plan (A-25) |
| Fatima HaddadHead of compliance | Risk and compliance, 25 people | Wave 1, gate for both | High | Medium | Cautious on AI | A written approval gate, no customer personal data in prompts outside Salesforce, and a human review of every draft. Gate is Fri 9 Apr. | Change lead, with Ben Okafor | Fri 5 Feb 2027, test set in writing (A-27) |
| Louise ChenComplaints manager | Complaints and advocacy, 40 people | Wave 1 | Medium | High | Supportive | Complaint categories mapped before UAT, and drafts that are labelled and editable. Her category list is now due Fri 5 Feb. | Change lead | Fri 5 Feb 2027 |
| Sam PetrovicL&D lead | Learning and development, 8 people | Both | Medium | High | Supportive, stretched | A decision on where New South Wales trainers come from (Q-06), and confirmed early and late blocks for Docklands (A-26). | Change lead | Fri 12 Feb 2027 |
| Jorge AlvarezImplementation partner lead | Northgate Digital | Both | Medium | Medium | Supportive | Testers released for UAT, an answer on legacy data scope (Q-01), and a named hypercare roster. | Daniel Nguyen | Mon 8 Feb 2027, UAT kick-off |
| Isla FraserBusiness banker and champion New v0.2 | Business banking, Victoria | Wave 1 | Medium | High | Champion From T4 | Early access to the pipeline and time in the roster to coach two other bankers. | Change lead | Fri 5 Feb 2027, names the other two champions (A-24) |
| DevBusiness banker, champion named by Richard Vance New v0.2 | Business banking, Victoria. TBC: surname and team | Wave 1 | Low | High | Champion Not yet met. From T4 | An introduction to the role and the 7:30am session plan. | Isla Fraser | TBC: after A-24, due Fri 5 Feb |
| KarinaBusiness banker, champion named by Richard Vance New v0.2 | Business banking, Victoria. TBC: surname and team | Wave 1 | Low | High | Champion Not yet met. From T4 | An introduction to the role and the 7:30am session plan. | Isla Fraser | TBC: after A-24, due Fri 5 Feb |
Influence and impact use High, Medium and Low as defined in the change plan appendix. New South Wales champions are not yet named; TBC: NSW champions.
Sources: T1, T2, T3, T4 business banking workshop, T5 steering catch-up, E1, E2, E4 Richard Vance. Related: 04 Org chart, 02 Risk register, 13 Comms plan.