Get everyone up to speed
See delays and budget overruns coming
Catch conflicts before the team commits
Understand the impact of a change
Keep the plan aligned with decisions
Keep commitments from slipping

Talk to Fibi ยท planning
You
Two phases. Austin first, then Denver. We have to be live by 14 Jan.
Fibi
Got it. Iโve set go-live to 14 Jan. Should Priyaโs security review be a milestone before Phase One?
What this project is for
Goal
Roll out the new CRM to 40 sales seats across Austin and Denver, in two phases
Start
27 Aug 2026
Planned end
14 Jan 2027
Budget $37,140 USD
Save
Talk it through. Build the plan.
Available on Team plans and up.

Before Thursdayโs call
At risk
MILESTONE
Priyaโs security review clears
7 Nov ยท after the 5 Nov you promised
DECISION
Apply the 5% volume discount
Pricing ยท open 31 days
OVERDUE TO-DO
Connect integrations
13 days late ยท no clear owner
Your meeting prep, ready

Milestones coming up
Phase One complete
Moved from 12 Nov
12 Nov
19 Nov
At risk
Go-live
Promised to the client
14 Jan
At risk
Likely finish 21โ29 Jan ยท you promised 14 Jan
See where dates are heading
Keep budget in view

Budget
๐ Project members only
Budget
$37,140
Internal
Spent
$14,400
39% used
Left
$22,740
Before you go over
+$1,200 enablement workshop
Heard on an internal call ยท waiting for a yes
Add it
Without money access, people see โOn budgetโ instead.
A project manager in the conversation

Fibi Project Manager
โ Raised hand
Dana ยท just now
โLetโs tell Priyaโs team the review is done by 5 Nov.โ
Fibi will say when called on
The plan has Priyaโs review clearing on 7 Nov.
Hear it now
Later
Catch clashes early

Host
Hey Fibi, what if Priyaโs review slips a week?
Likely finish
21โ29 Jan
28 Janโ5 Feb
Likely total
+$1,900
To recover
Run Denver as its own wave.
Illustrative example ยท cost shown with money access
Explore โwhat ifโ

What the client hears
Client call
Phase One complete
19 Nov
Go-live
14 Jan
๐ Internal costs
๐ Blockers
๐ Whoโs behind
Keep client calls client-ready

Risks & decisions
Fibi thinks this is resolved
SSO setup is now a dated line in the schedule.
Yes, resolved
Still open
CRM admin access is not provisioned yet
Blocker
From an internal call
Raised again 19 Oct
Phase One complete
12 Nov
19 Nov
Undo
Your corrections stay as you wrote them.
A project record that keeps up

To-dos
From Delivery Planning
AK
Send revised schedule to Tom
Asif Kilwani ยท Fri 21 Nov
In progress
MB
Refresh the SOC 2 bridge letter
Marcus Bell ยท Mon 24 Nov
Not started
DW
Confirm the SSO setup date with IT
Dana Whitfield ยท Wed 26 Nov
Proposed
1 proposed change waiting ยท confirm by email
Clear owners. Clear next steps.

OCT
21
Meridian rollout: revised schedule and totals
Email thread ยท filed to Meridian Rollout
+$1,200
Waiting for a yes
The enablement workshop back in, as an optional line. Heard on an internal call ยท 7 Oct
Add it
Not right
Keep the details together
Ask wherever you work

Ask Fibi
Private to you
Who still owes Meridian something?
Asif has 4 open items, including the revised schedule. Marcus owes the refreshed SOC 2 bridge letter by 24 Nov.
Ask Fibi
Slack
Teams
Calls
Slack and Teams answers are private to the person asking.
BEYOND THE MEETING
Host
Hey Fibi, whatโs included in the proposed package?
Live
Proposal v3 ยท Section 2
Host
Hey Fibi, what did we agree in the last customer review?
Live
Customer review ยท Feb 4
Host
Hey Fibi, where did users get stuck across these interviews?
Live
Onboarding study ยท Sessions 2, 4 and 5





























