PMO register · Book 2 of 3
Issues + Risks register.
Issues are what has gone wrong. Risks are what might go wrong. Both belong in one operational register — the artefact Carla scans every morning to know which workstreams need active management.
Live board Workstream ops Registers Steerco papers Scoping · CRM CRM · truth doc CRM · features map CRM design · Contact 360° Deal room Hardening backlog Learn (ADKAR) Framework
Issues (2)
Things that have gone wrong and require resolution.
Status: Closed · Raised at SC#0
No issues open at engagement signing
Mitigation: —
Owner: —
Status: Open · Raised at SC#1
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.
Owner: Carla (WS2 Lead) · Claude (build)
Risks (4)
Forward-looking events that, if they occur, would impact delivery. Managed proactively.
Status: Open · Raised at SC#1
Fractional counsel engagement timing — must land by Steerco #3
Mitigation: Three candidates engaged early; recommendation tabled at Steerco #2
Owner: Carla (PMO)
Status: Open · Raised at SC#1
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
Owner: Carla (PMO)
Status: Open · Raised at SC#1
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".
Owner: Carla (WS2 Lead)
Status: Open · Raised at SC#1
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.
Owner: Carla (WS2 Lead)