Action items
7 open · 2 slipping · next cycle Nov 14
Open
7
across 4 owners
Slipping
2
past due or at risk
Rolled forward
3
from Q2
Closed since Q2
4
of 7 originally created
Next cycle
Nov 14
8 days · 5 will roll over
Not started
2
Rolled from Q2
Sales
Renew SOC 2 audit scope before annual renewal date
MS
Mike S.
Due Jan 15
Carried forward from Q2 · awaiting auditor proposals
Q3 board
Hiring
Brief board chair on candidate slate for VP Marketing search
MP
Mira P.
Due Nov 21
Created during Q3 prep · 4d ago
In progress
3
Q3 board
Engineering
Hire 2nd backend engineer in EU timezone
JL
Jamie L.
Due Nov 30
3 onsites scheduled this week · Jamie L. · 1d ago
Rolled from Q2
Sales
Tighten Q4 forecast methodology with weighted-stage model
TD
Tara D.
Due Dec 5
First draft circulated · awaiting CFO review
Q3 board
Product
Publish revised onboarding metrics dashboard for board access
JL
Jamie L.
Due Nov 18
Posted in #board-prep on Slack · 2d ago
Slipping
2 at risk
Slipping
Finance
Tighten net retention reporting to match GAAP
PR
Priya R.
Due Dec 10
Blocked on warehouse mapping · last update 6d ago
Past due
Operations
Document quarterly cost-allocation policy for board chair
MS
Mike S.
Due Nov 1
Was committed in Q2; rolled, now overdue
Closed
4 since Q2
Closed
Sales
Rebuild enterprise outbound playbook with new ICP
TD
Tara D.
Closed Oct 25
Closed by Tara D. · "Shipped to the team last Friday"
Closed
Product
Ship self-serve onboarding for SMB tier
JL
Jamie L.
Closed Oct 18
Activation rate +14% since launch
Closed
Finance
Move billing to monthly close cycle
PR
Priya R.
Closed Oct 8
First clean close on Oct 5
Closed
Hiring
Backfill Head of Customer Success
MP
Mira P.
Closed Sep 30
Hired internally · Maya R. promoted