PMO live status board.
The always-on operating surface for the Flip 360 Phase 1 engagement. Updated weekly by the PMO Director (Carla). What every workstream is doing, where the risks are, and what decisions are sitting in the Steering Committee queue.
Every aspirational claim → evidence today, or sprint with owner + gate.
The structural answer to D207. 19 claims tracked across Tier 0 (foundational trust), Tier 1 (money rail), Tier 2 (operating standard), Tier 3 (anti-fragile). Flip 360 is in the same breed as Air BnB, Afterpay, Uber, AirTasker, Canva — the standard of diligence is that standard. We never compromise on thought leadership or quality.
Phase 1 enters mobilisation in a strong shape. Three workstreams are already Implemented at engagement start (WS1 marketing, WS2 platform, WS7 investor pack) — that is unusual for a Phase 1 and is the structural argument for the founding-team continuity case in Framework §9. The real Phase 1 build energy lands on three workstreams: WS3 (founder coaching curriculum), WS4 (counsel engagement & SaaS instruments), and WS6 (BDM seat & Vertical-1 partner). Two amber RAID items — both recruitment-timing — and three decisions sitting in the Steerco #1 queue. No red items. On track for G4 cutover at 31 August 2026.
Workstream maturity board
All seven workstreams, current state on the four-state lifecycle, PMO commentary, and direct links to the physical artefacts in the repo. Click any row's WS code to open the full drill-down.
WS2 is the platform Mathew has been demanding to see for two years, and it exists. Fifty-plus live routes, six D1 migrations applied, the entire commission engine demonstrable end-to-end in five minutes at /demo. Phase 1 for WS2 is operational hardening, not construction — observability, idempotency, the six functional guarantees verified at each Steerco. The structural source of the 73% Year-1 burn saving lives inside this workstream (WS5 absorbed by AI-augmented workforce); the platform exists because the engineering work was done at AI cost, not human-team cost.
WS3 is the workstream that runs on Carla's coaching capacity — included inside her CoSai retainer, not a separate line item. At engagement signing it is Scoped: the cadence is defined (weekly Founder 1:1 in framework §6), the coach seat is filled, but the curriculum itself is not yet drafted. Phase 1 work is to draft the 12-dimension founder-readiness curriculum by Steerco #3, teach it through Steerco #5, and have a self-operating Mathew by the time WS3 transitions to Implemented at G4. This workstream advances by two state transitions during Phase 1 — the most movement of any workstream — because it starts furthest left.
WS4 has a strange shape — the legal instruments for the engagement itself are already Implemented (look at /engage, the sow-ydt T&Cs, framework §7 + §8), but the broader counsel scope (SaaS terms, employment contracts, capital-raise docs) is Scoped not Built. So the workstream is Scoped overall — the engagement architecture is legally solid, the operating business needs counsel formalisation. Phase 1 work is counsel engagement by Steerco #3, scope-locking by Steerco #4, and standard SaaS instruments drafted by week 9. The state transition Scoped→Built happens at week 9. Built→Implemented at G4 when counsel is operating as a fractional BAU resource.
WS5 is the workstream that does not progress along the four-state ladder, because it is not a separable line of work. The original Vol 4 Ch 12 design had it as a parallel platform-engineering team. The economics did not support that — a separate engineering team modelled at $1.87M Year-1 burn. CoSai's AI-augmented delivery model collapses WS5 into WS2 and reduces that cost to $500k Year-1 (a 73% saving, documented at /investors/memorandum §7). The workstream remains named here for taxonomic completeness, but it is structurally Absorbed and is reported as such on every PMO surface.
WS6 is the cleanest example on the map of "Built but not yet Implemented" — every surface is shipped, the community-manager experience is fully working, the member side of the platform is operating end-to-end, but no actual Vertical-1 partner has been onboarded yet. The infrastructure is waiting for the BDM seat to be filled and the first partner MoU to be signed. Phase 1 advances this workstream by two state transitions: filling the BDM seat (Steerco #1-2), signing Vertical-1 MoU (Steerco #3-4), running Vertical-1 onboarding (week 9-12), and transitioning to Implemented at G4 once the first 100 referrals are flowing through the chain.
WS7 is the workstream that distinguishes Carla's CFO hat from Carla's capital-strategy hat. CFO operations = running the books, controls, audit, internal financial governance. Capital strategy = raising money, IR cadence, cap-table management, exit narrative. Both hats sit on the same person but the work is distinguishable — and the workstream taxonomy treats it that way. At engagement signing WS7 is Implemented — the entire pack is live and being read by candidate investors. Phase 1 work is maintenance through the Aug 2026 raise window (Series Seed close target). Phase 2 work is active raise execution: Series Seed → Series A → Series B → valuation re-rate → exit-readiness valuation in the $250M-$420M band by FY31 per the Investor Pack exit thesis.
Steering Committee cadence · Phase 1
Fortnightly cadence — every two weeks across the 13-week Phase 1. Six meetings landing at weeks 2, 4, 6, 8, 10 and 12, with G4 cutover two weeks after Steerco #6 to leave room for sign-off paperwork. Every meeting at the same venue, same time, same attendees: Mathew Punter (Founder/CEO, Flip 360), Corrina McGowan (CEO, YDT), Carla Oliver (CEO, CoSai). 11:00–14:00 at Wotso Sippy Downs. Click any meeting to open its Steerco paper with executive summary, snapshot, decisions today, RAID escalations, and forward look.
| # | Date | Week | Theme | Executive summary (preview) | |
|---|---|---|---|---|---|
| #1 | 8 June 2026 | W2 | Mobilisation · scopes ratified | Phase 1 commenced 1 June 2026. All seven workstream states confirmed against the four-state ladder: three Implemented (WS1, WS2, WS7), one Built (WS6), two Scoped (WS3, WS4), one A… | Open |
| #2 | 22 June 2026 | W4 | Baseline lock · vendor selection | Four weeks in. Baseline KPIs captured for WS1 (acquisition CAC trending below $120 target) and WS2 (Stripe Connect test mode end-to-end validated). Counsel candidates have presente… | Open |
| #3 | 6 July 2026 | W6 | Counsel engaged · curriculum drafted | Six weeks in — the structural pivot point of Phase 1. WS4 counsel engaged this period; standard SaaS T&Cs draft underway. WS3 founder-readiness curriculum drafted; Mathew accepts a… | Open |
| #4 | 20 July 2026 | W8 | Vertical-1 MoU · channel-mix optimisation | Eight weeks in. WS6 Vertical-1 MoU signed this period; onboarding playbook locking by week 9. WS4 SaaS T&Cs drafted; privacy register live; insurance bound (transitions WS4 to Buil… | Open |
| #5 | 3 August 2026 | W10 | Investor dashboard live · founder checkpoint | Ten weeks in. WS7 investor read-only KPI dashboard live in production; data room walkable in 18 minutes. WS3 first founder-readiness quarterly checkpoint — measurable advancement o… | Open |
| #6 | 17 August 2026 | W12 | G4 readiness · Phase 2 Schedule signature | Final Steerco of Phase 1, held two weeks ahead of G4 cutover so the 14-day fortnightly cadence is preserved end-to-end and the gap to G4 is used for sign-off paperwork rather than … | Open |
RAID log · open items
Risks · Assumptions · Issues · Dependencies. The PMO's standing watch-list for Phase 1. Severity is colour-coded — red is escalation-worthy, amber needs active management, green is monitoring.
| ID | Type | Severity | WS | Title | Owner | Status |
|---|---|---|---|---|---|---|
| R001 | Risk | Amber | WS4 | Fractional counsel engagement timing — must land by Steerco #3 Mitigation: Three candidates engaged early; recommendation tabled at Steerco #2 |
Carla (PMO) | Open |
| R002 | Risk | Amber | WS6 | Senior BDM appointment timing — Vertical-1 partner conversations dependent on BDM seat being filled Mitigation: PMO holds partner conversations until BDM appointed; shortlist narrowed at Steerco #2 |
Carla (PMO) | Open |
| A001 | Assumption | Green | WS7 | Series Seed close achievable in Aug 2026 raise window Mitigation: 4+ active investor conversations; pitch deck under fintech-operator review per Vol 1 Ch 8 |
Carla (CFO hat) | Monitoring |
| D001 | Dependency | Green | WS6 | WS4 partner MoU template required before Vertical-1 MoU can be drafted Mitigation: Counsel engagement at Steerco #3 unblocks MoU drafting by Steerco #4 |
Carla (PMO) | Open |
| A002 | Assumption | Green | WS1 | CAC ≤ $120 achievable in Vertical-1 across the Door-3 channel mix Mitigation: Baseline captured Steerco #2; channel mix re-optimised Steerco #4 if drift detected |
Corrina (WS1 Lead) | Monitoring |
| A003 | Assumption | Green | WS2 | BD lead embodiment: Mathew Punter (Phase 1 dual-hat with Founder) Mitigation: CRM demo + production build treat Matt as BD lead in Phase 1; Settings → Roles & Access allows reassignment to a dedicated BDM hire under Phase 2 without code change. |
Carla (WS2 Lead) | Monitoring |
| A004 | Assumption | Green | WS2 | Lifecycle stages default to Lead → MQL → SQL → Opp → Customer → Champion → At-risk → Churned Mitigation: Stages seeded as editable rows in config_lifecycle_stages; Corrina/Matt change names + ordering + transition rules via Settings → Lifecycle. No code change required. |
Carla (WS2 Lead) | Monitoring |
| A005 | Assumption | Green | WS2 | Owner assignment defaults to round-robin within role Mitigation: Settings → Lead Routing exposes round-robin / territory / capacity / manual; default seed is round-robin; switchable per role at any time. |
Carla (WS2 Lead) | Monitoring |
| A006 | Assumption | Amber | WS2 | Compliance gate default checklist: claims-substantiated · disclosure-present · brand-approved · legal-cleared Mitigation: Settings → Compliance Gates exposes per-asset-type checklist. Corrina + counsel ratify the production set at Steerco #3 before any /crm/* compliance gate goes live. Demo uses 4-default seed. |
Corrina (consulted) · Carla (accountable) | Open |
| A007 | Assumption | Amber | WS2 | Cooling-off period defaults to 14 days, vertical-agnostic Mitigation: Settings → Cooling-off exposes per-vertical / per-commission-type duration. Demo seeds 14 days flat; Matt ratifies vertical-specific durations at Steerco #3 before commission engine production cutover. |
Matt (consulted) · Carla (accountable) | Open |
| A008 | Assumption | Amber | WS2 | Commission base rate placeholder 10% until Matt-signed policy lands Mitigation: Settings → Commission Engine exposes per-vertical rate + tiered structure (volume / tenure / mix bonus). Demo seeds 10% flat placeholder. Production /me/commissions/* gated until Matt-signed policy is loaded into config_commission_policy. |
Matt (consulted) · Carla (accountable) | Open |
| A009 | Assumption | Green | WS2 | Payout schedule defaults to monthly, 15th of month Mitigation: Settings → Payouts exposes weekly / fortnightly / monthly / on-demand + minimum threshold + payment rails. Demo seeds monthly + 15th. |
Carla (WS2 Lead) | Monitoring |
| A010 | Assumption | Green | WS2 | Data retention defaults to 7 years (AU financial-services norm) Mitigation: Settings → Data Retention exposes soft-delete-to-hard-delete window + audit-log retention. Demo seeds 7 years per AU FS norm; counsel confirms at Steerco #3. |
Compliance (consulted) · Carla (accountable) | Monitoring |
| A011 | Assumption | Green | WS2 | GST treatment defaults to 10%, applied per AU GST rules on commission payouts Mitigation: Settings → Financial Defaults exposes GST rate + gross-up/inclusive/exclusive + PAYG withholding rules. Demo seeds 10%; counsel + accountant confirm at Steerco #3. |
Finance (consulted) · Carla (accountable) | Monitoring |
| A012 | Assumption | Green | WS2 | Approval chains: single sign-off < $10k · dual ≥ $10k · tri for compliance-rule changes Mitigation: Settings → Approval Chains exposes per-action sign-off thresholds. Demo seeds default. Production thresholds ratified by Matt at Steerco #3. |
Matt (consulted) · Carla (accountable) | Monitoring |
| A013 | Assumption | Green | WS2 | Working hours / SLA timers default to Mon-Fri 0900-1700 AEST/AEDT Mitigation: Settings → Working Hours exposes per-role SLA timers + AU public holiday calendar. Demo seeds AEST/AEDT business hours. |
Carla (WS2 Lead) | Monitoring |
| A014 | Assumption | Green | WS2 | Notifications default to all in-app on, email digest 0800 AEST daily Mitigation: Settings → Notifications exposes per-trigger email vs in-app + quiet hours + opt-out controls. Demo seeds digest cadence; members configure their own once /me/* is live. |
Carla (WS2 Lead) | Monitoring |
| A015 | Assumption | Amber | WS2 | Sales-internal + CS suite embodiers TBA until Phase 2 BAU hires Mitigation: Phase 1 demo uses TBA placeholders. Settings → Roles & Access allows assignment of real users to Sales / CS roles once Phase 2 BAU hires land. No code change. |
Carla (WS2 Lead) | Open |
| R003 | Risk | Amber | WS2 | Settings versioning + retroactive recalc risk on commission engine Mitigation: Commission policy changes must be effective-dated, never retroactive without explicit recalc approval. Historical commission records carry the policy-version they were calculated against. Dry-run preview before save shows "would change N commissions, total $X delta". |
Carla (WS2 Lead) | Open |
| R004 | Risk | Amber | WS2 | Misconfigured Settings could break commission engine or compliance gate Mitigation: Settings admin permission gated to specific roles (CFO + Compliance Officer). Financial-rule changes require dual sign-off. All changes audited with before/after diff. Recovery: every settings row versioned, one-click revert. |
Carla (WS2 Lead) | Open |
| D002 | Dependency | Amber | WS2 | Final commission policy from Matt before /me/commissions/* production cutover Mitigation: Demo seeds 10% placeholder. Production /me/commissions/* blocked until Matt-signed policy loaded into config_commission_policy. Settings → Commission Engine exposes the editor; Matt completes by Steerco #3. |
Matt (consulted) · Carla (accountable) | Open |
| D003 | Dependency | Amber | WS2 | AU regulatory clearance on member-side commission framing (AFSL / AUSTRAC / consumer law) Mitigation: Counsel-engaged sprint Steerco #2 → #3 covers AFSL applicability for referral payments, AUSTRAC AML/CTF for member payouts, ACL disclosure obligations. /me/commissions/* + /crm/compliance/* surfaces parameterised by counsel-ratified rules in Settings. |
Compliance (Pine Lawyers, consulted) · Carla (accountable) | Open |
| I001 | Issue | Amber | WS2 | Architectural pivot — /crm-demo/* must be a working CRM tool, not a styled walkthrough Mitigation: Decision D-PIVOT-CRM (Carla, 2026-06-24): /crm-demo/* refactored from visual narrative pages to a real three-pane CRM workspace backed by D1. New schema (migration 0003): contacts, deals, activities, tickets, notes, settings_rows. Sarah Chen + 24 demo contacts seeded. BD/Sales/CS/CMO workspaces share contact data so the cross-role thread is real, not narrated. Pipeline kanban actually drags; settings actually edit; cooling-off change actually propagates. Demo data only — /crm-demo/* gate held; /crm/* untouched. Resolves the risk Matt and Corrina decline sign-off on a visual mock. |
Carla (WS2 Lead) · Claude (build) | Open |
| A016 | Assumption | Green | WS2 | Demo data lives in D1 (not constants) but namespace stays /crm-demo/* Mitigation: Per D-PIVOT-CRM: D1 tables prefixed `demo_` (e.g. demo_contacts, demo_deals) — written/read by /crm-demo/* only. Real /crm/* namespace will use the same schema shape but un-prefixed tables, created only after D116 mechanical-build kickoff. Settings → Demo Reset surface (later) wipes demo_* on demand. |
Carla (WS2 Lead) | Open |
| A017 | Assumption | Green | WS2 | Wave 1 UAT scope = 4 workspaces walking Sarah-Chen end-to-end on real data Mitigation: Per D-PIVOT-CRM: BD (Matt) → Sales-internal → CS → CMO. One contact (Sarah Chen) progresses through all four workspaces; each role sees a real working surface (kanban, queue, account-health, dashboard) with data from the same D1 rows. Wave 2 + Wave 3 stubs hold their coming-soon state until Wave 1 is signed. |
Carla (WS2 Lead) · Matt + Corrina (UAT) | Open |
Decisions queue · awaiting Steering Committee sign-off
Each item carries a context, the options considered, the PMO recommendation, and the Steerco at which it is tabled. Mathew, this is your queue — three items at Steerco #1.
WS1 enters Phase 1 fully Implemented — Corrina inherits a live operating surface, not a sketch. Eight Door-3 routes already shipped, marketing-mix discipline already published, 12-month delivery calendar already live. Phase 1 work for WS1 is operational: run the surfaces, capture baseline KPIs against the IM trajectory, and lock the FY27 marketing plan for Phase 2 Schedule signature. The continuity argument here is concrete — there is no handover meeting for WS1, because Corrina is the same operator who has been holding the discipline through Phase 0.