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July 31, 2025

Bi-Weekly Status Reports

Status Report

Reporting Period: July 17–31, 2025

Project Overview

The past two weeks were focused on moving multiple critical deliverables into the revision phase, informed by executive feedback. The team responded to leadership input on initial drafts, set clear action plans for upcoming presentations, and began preparing new work such as the CRM Technology Assessment Proposal. Several milestone tasks are now marked as complete, while revision of key final deliverables is underway to ensure readiness for senior leadership review and activation workshops.

What Has Been Accomplished So Far

Key Achievements and Goals

  • Initial Drafts Delivered: Major deliverables—including IT staffing and network strategy recommendations, scorecard development, data analysis and benchmarking, detailed-level IT governance framework recommendation, GreyMatter Insights — were drafted, presented to CSN leadership (Rolando), and feedback has been received.

  • Completed Milestones: Tasks for the development and initial review of these deliverables were marked complete, allowing the project to transition smoothly into revisions and finalization.

  • Executive Leadership Presentation Scheduled: The Executive Leadership Presentation is confirmed for August 26, 2025. Team members are finalizing materials and planning logistics.

  • Incorporating Feedback: The Revise the deliverables based on Rolando's feedback task officially moved to "in progress," with revision work and proofing underway. Updates are being coordinated with the wider team to ensure all leadership input is aligned for upcoming workshops.

Status Report

  • In Progress

    • Revisions of core deliverables per executive feedback: roadmap, scorecard, benchmarking, and network strategy.

    • Preparation for the Executive Leadership Presentation and related logistics.

    • Drafting of the CRM Technology Assessment Proposal for CSN (deadline August 15).

  • Completed

    • Drafts of all major Phase 2 deliverables and governance frameworks delivered and reviewed with leadership.

    • Initial feedback incorporated, closing out several key milestone tasks.

What's Upcoming

  • Revise Roadmap & Deliverables: Integrate final leadership feedback into the roadmap and all workshop materials.

  • Activation Workshop Planning: Finalize all materials, build out the workshop agenda, and prepare for change management discussions.

  • Finalize and Deliver CRM Technology Assessment Proposal: Coordinating with CSN procurement for clarity on engagement rules and on track for submission by August 15.

  • Presentation to Executive Leadership: Confirm presentation content and logistics for the August 26 session.

Concerns and Blockers

  • Revisions Required: Several core deliverables depend on timely feedback incorporation and proofreading before being finalized for the workshop.

  • CRM Assessment Procurement Clarification: Awaiting confirmation from CSN procurement on potential vendor conflict-of-interest rules for the new CRM proposal.

Decisions Needed

  • ✅ Leadership team needs to confirm that all revisions are on track and sign off on the final roadmap/presentation by August 22.

  • ❓ Guidance from CSN procurement on eligibility criteria for vendors participating in both assessment and implementation (CRM project).

  • ❓ Finalize logistics and participant list for the Executive Leadership Presentation.

Overall Status

All major deliverables are on an accelerated and urgent timeline, with the team mobilized for final review, integration, and client delivery. Drafts are in hand, milestone dependencies are actively managed, and the project is entering its final phase of executive engagement and handoff.