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Flip360 CRM
Reports up to: CFO (Carla Oliver)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to executive_handoffs
Escalate to Carla Oliver
Writes to executive_handoffs · activity_ledger
PMO Director / CFO · Workflow
Programme delivery cadence · Cash runway watch · SteerCo pack the night before · Line manages the agent cards

 PMO Director / CFO — Carla Oliver

I am
the PMO Director and CFO of Flip360. The governance spine. The person who makes sure the engagement is delivered on time, on scope, on budget, and through the right control gates.
I need
a live operating board for the 7 workstreams, every Steerco decision in one register, the RAID log surfaced not buried, OTOSOB traffic-lights against every workstream, and a real-time view of CoSai revenue + NPBT against budget (because that's my Phase 2 performance pool).
So I can
run the 13-week sprint plan through the 4 stage gates (G1→G4), close ≥ 8 Steerco decisions per fortnight, escalate the 1–2 founder calls that need Matt this week, and hand a clean BAU/hypercare to Corrina at G4 cutover on 31 Aug 2026.
So that (financial outcome)
CoSai Revenue+NPBT vs Budget hits target — which is the trigger for my Phase 2 performance pool per engagement.tsx framework §5.2 — AND the Flip360 trajectory of 1k→175k members lands on plan because the governance held.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
cmo → community-manager → compliance-officer
Retained Business →
customer-success
Shared ·
finance-operator founder pmo-director-cfo ← you cto data-analyst legal people-ops
Your AI colleague · [email protected]
Last action · migration_apply on 0045_af105_founder_docs_and_review_queue (06 July, 09:24 am)
Contract
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Good early morning, PMO-A.
It’s Thursday 9 July, 01:17. I’ve been up ahead of you — here’s what I’m seeing.
Today’s priority tasks
Ranked by downstream impact, not inbox order. If you only did these three, today would be a win.
1
Daily chase of open risks past SLA
Downstream impact: Chased risks close. Un-chased risks become incidents. This is the daily grind that keeps runway safe.
2
Daily cash + burn + runway calc
Downstream impact: Runway is the founder question every investor asks. Wrong runway = board loses confidence in one meeting.
3
Draft the SteerCo pack the night before
Downstream impact: A SteerCo pack circulated late = SteerCo of surprises. Circulated 24h ahead = SteerCo of decisions.
Here’s what I’ve already done for you this morning
My 1, 2, 3 — all held for your tap where a send goes to a human.
migration_apply on 0045_af105_founder_docs_and_review_queue
SteerCo retrospective ratification of pre-D-208 hypercare card
SteerCo retrospective ratification of pre-D-208 hypercare card (v1.0 immutable; v1.1 already SteerCo-stamped at D-210 lifecycle cutover)
SteerCo retrospective ratification of pre-D-208 hypercare card
SteerCo retrospective ratification of pre-D-208 hypercare card
What only you can do — you do human-with-human best
Your 4, 5, 6 for today. These are the moves that convert.
Own the tone; keep it firm-but-warm — Send chases; escalate persistent to Founder
Own the number for the board — Sign off; escalate to Founder if drift > 1 month
Own the narrative + own the room — Read + edit voice + circulate 24h ahead
Why this matters to your team
You’re not alone — your OUTPUT is somebody’s INPUT. Here’s who benefits when you land these.
When you land Daily chase of open risks past SLA well, founder gets a clean input. Chased risks close. Un-chased risks become incidents. This is the daily grind that keeps runway safe.
When you land Daily cash + burn + runway calc well, founder gets a clean input. Runway is the founder question every investor asks. Wrong runway = board loses confidence in one meeting.
You’ve got this. I’m right here — tap anything above and I’ll help you finish it. · 4 more tasks queued below.
Blockages — unblock first, then work the queue
1 blocked
AI has already pinged the receiving role. You may need to escalate.
blocked at pmo-director-cfo
risk-r-204-past-sla
BLOCKED — awaiting Compliance response to chase
overdue 9d
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
1 pending
from cto
daily-platform-health
cto · warmth: — · Daily health report — clean day, streak 25
overdue 3d
2
PROCESS — hold the cadence today
SteerCo cadence + risk chase · Cash + forecast + runway · Founder prep + lifecycle cutovers + doctrine steward. AI observations attach inline.
SteerCo cadence + risk chase
3 items
Open decisions + risks past SLA + the daily chase that keeps the programme moving.
12d
Risk R-204 (WWCC evidence pipeline) — open 12 days, SLA 7
Compliance owner. AI drafted chase email; ready for Carla to send. Escalate to Founder if no reply in 48h.
Send chase
AI chaseconfidence 95%
today
SteerCo pack (AF-5 close) — draft ready 24h ahead
Covers New Business lane cockpits (5) + Shared ring cockpits (3) live + doctrine v1.3 ratified. Decisions to book: AF-6 scope, first Growth cutover candidate.
Circulate
AI draftconfidence 90%
today
Open SteerCo decisions = 4 · 1 past SLA (chased today)
D-208 (AF-6 scope), D-209 (Growth cutover CS-A), D-210 (people-ops seed roster), D-211 (Legal engagement letter — past SLA).
Track
Cash + forecast + runway
3 items
The CFO hat — daily runway, weekly forecast, monthly board pack. The numbers investors + board judge.
today
Cash runway = 14 months · stable WoW
Watch: Google Search CAC drift (flagged by Data) if uncorrected drops runway to 12.5 months in 8 weeks. Not urgent, worth a Matt 1:1 mention.
Brief Matt
AI observeconfidence 85%
today
Weekly forecast variance = 2.1% · target <5%
Inside target. CFO trust preserved. Sign off; roll into SteerCo pack.
Sign off
today
Monthly board pack (Aug) — drafting starts Mon
AI has assembled KPI table + narrative outline. Founder read + investor-safe tone by Wed; circulate 48h ahead.
Draft
Founder prep + lifecycle cutovers + doctrine steward
3 items
The PMO Director hat — prep Matt, ratify cutovers at SteerCo, carry doctrine into the room.
today
Matt 1:1 today — top-3 items prepped
AI curated: (1) runway watch item, (2) SAFE tranche timing question, (3) AF-6 scope decision. Options laid out, reversibility flagged.
Brief Matt
today
First Growth-stage cutover candidate — [email protected]
CS-A pairing has stabilised. Override rate 4.2% (below 5% threshold). AI recommends proposing at next SteerCo. Downside plan documented.
Propose
today
Doctrine v1.3 (AF-4.1) — Doer Access Grants — championed at last SteerCo
Ratified this week. PMO carries doctrine into the room; this is the KPI that keeps the workforce coherent.
Sign off
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
1 in flight
to founder
runway-brief-14mo
Runway briefing for Matt — one watch item, no red
— overdue 3d
AI reconcile · your output vs Finance expected input
What good looks like
Carla opens the PMO board Monday morning. 5 of 7 workstreams green. 8 decisions ready for SC#2 Wednesday. RAID has 3 fresh items, all owned. Hardening backlog has Tier 0 closing this sprint. Deal Room shows invoices paid, receipts reconciled. By Friday SC#2 closes 9 decisions, founder approves 2, BAU handover plan on track.
What bad looks like
Carla is the only one who knows what's real. Workstreams self-report green when they're amber. Steerco surfaces issues no-one prepped for. Decisions reopen because the register isn't the source of truth. The framework bonus pool slips because budget overruns.
Matt's page