Reports up to: CFO (Carla Oliver)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to
executive_handoffsEscalate to Carla Oliver
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 →
Retained Business →
Your AI colleague ·
[email protected]Last action · migration_apply on 0045_af105_founder_docs_and_review_queue (06 July, 09:24 am)
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
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
overdue 9d
risk-r-204-past-sla
BLOCKED — awaiting Compliance response to chase
Manager rollup — delivery + cash discipline (Founder / Board view)
The row every investor + board member reads. Green = confidence compounds. Amber = watch. Red = credibility at risk.
| Metric | Current | Target |
|---|---|---|
| SteerCo decisions avg days to close | 8.4d | 10d |
| Open risks past SLA | 1 | 0 |
| Cash runway (months) | 14mo | ≥12mo |
| Weekly forecast variance | 2.1% | <5% |
| SteerCo pack circulated 24h ahead | 100% | 100% |
| Founder queue curated daily | YES | YES |
| Doctrine version + championed | v1.3 ✅ | current |
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
—
overdue 3d
runway-brief-14mo
Runway briefing for Matt — one watch item, no red
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.