Task & Ownership Tracker

Accountability without ambiguity — every task has an owner and a next step

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TaskPhaseOwnerTeamDueStatusPriorityUpdated
Schedule internal HAVEN project kickoff
Phase 0Alex RiveraHAVEN2025-01-08CompleteHigh2025-01-09
Hold client kickoff call
Phase 0Joint TeamJoint2025-01-15CompleteHigh2025-01-16
Confirm HAVEN vs. MBS responsibility matrix
↳ Responsibility Matrix v1
Phase 0Alex RiveraJoint2025-01-22CompleteHigh2025-01-23
Finalize executive buy-in strategy for Bruce
Phase 1Maya ChenHAVEN2025-02-04CompleteHigh2025-02-05
Confirm MBS CX Steering Committee
Phase 1Diane OkaforMBS2025-02-10CompleteHigh2025-02-11
Prepare internal rally cry communication
↳ Internal Rally Cry v2
Phase 1Maya ChenJoint2025-02-18In ProgressHigh2026-06-02
Launch enhanced MB Connect positioning
Phase 1Diane OkaforMBS2025-02-25Waiting on MBSHigh2026-06-01
Collect existing customer feedback and service data
Phase 1Priya ShahMBS2025-03-01Waiting on MBSMedium2026-05-30
Analyze MBS Co SAT results
↳ Co SAT Results Summary
Phase 1Alex RiveraHAVEN2025-03-10In ProgressHigh2026-06-03
Facilitate Quarterly Session 1: Foundation & Vision
Phase 1Maya ChenJoint2025-03-18In ProgressHigh2026-06-04
Finalize CX Action Statement
↳ CX Action Statement
Phase 1Joint TeamJoint2025-03-22In ProgressHigh2026-06-04
Launch internal weekly CX meeting rhythm
Phase 1Diane OkaforMBS2025-03-25Waiting on MBSMedium2026-05-28
Gather current-state workflow documentation
Phase 2Priya ShahMBS2025-04-15Not StartedMedium2026-05-20
Facilitate Quarterly Session 2: Systems, Standards & CX Cycle
Phase 2Maya ChenJoint2025-05-12Not StartedHigh2026-05-15
Document Customer Experience Cycle map
↳ CX Cycle Map
Phase 2Alex RiveraHAVEN2025-05-26Not StartedHigh2026-05-15
Identify workflows bypassing MB Connect
Phase 2Joint TeamJoint2025-06-10Not StartedMedium2026-05-15
Draft initial SLA framework
↳ SLA Framework v1
Phase 3Alex RiveraHAVEN2025-07-22Not StartedHigh2026-05-10
Identify top 3–5 email-based workflows to redesign
Phase 3Joint TeamJoint2025-08-05Not StartedMedium2026-05-10
Pilot one revised workflow
Phase 3Diane OkaforMBS2025-09-15Not StartedHigh2026-05-10
Collect MB Connect adoption data
Phase 4Priya ShahMBS2025-10-20Not StartedMedium2026-05-08
Finalize CX scorecard framework
↳ CX Scorecard
Phase 4Maya ChenHAVEN2025-11-18Not StartedHigh2026-05-08
Document next-phase CX roadmap
↳ Continuous Improvement Roadmap
Phase 4Alex RiveraHAVEN2025-12-15Not StartedHigh2026-05-08

Showing 22 of 22 tasks · 3 waiting on MBS · 0 waiting on HAVEN