File: stage-1-05-project-plan.md
ClearCompare: Project Plan
Where we are: Stage 2 of 5 (KPI Development). Stage 1 approved 20-Oct-26
Stage 1
Business Requirements
Gary
Problem, objectives, Top 5 KPIs, Project Plan
Stage 2
KPI Development
Kewpie
Calculations tested on the data
Stage 3
Data Visualisation
Viktor
Standard dashboard and options
Stage 4
Dashboard Creator
Jennifer
Standards checked, first draft
Stage 5
Stakeholder Review and Handover
CCO and Adam
Walk-through, sign-off, go-live
Test case. Linked to Business Requirements v1.0 (20-Oct-26). Dates assume a start on 21-Oct-26 with 2-week sprints.
1. Goal and scope
- Goal: a trusted weekly view that explains why net revenue per lead moves, using the Top 5 KPIs and the revenue bridge
- In scope: the KPIs and sub-KPIs in the Business Requirements, the revenue bridge, the exec view and the daily vertical view
- Out of scope: agent-level views, partner reporting, and the production Tableau build (this is the design prototype)
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2. Phases and sprints
| Phase | Dates | Deliverable | Owner (role) | Gate |
|---|---|---|---|---|
| 1. Discover | 20-Oct-26 | Business Requirements v1.0, Project Plan | Gary | Stage 1 approval |
| 2. Build KPIs | 21-Oct to 03-Nov-26 (Sprint 1) | KPI Calculation Pack, baselines, challenge notes | Kewpie | Stage 2 approval |
| 3. Visualise | 04-Nov to 17-Nov-26 (Sprint 2) | Standard dashboard, review Artifact, Experimental options | Viktor | Stage 3 approval |
| 4. Harden | 18-Nov to 01-Dec-26 (Sprint 3) | Finished first draft, standards and validation report | Jennifer | Stage 4 approval |
| 5. Embed | 02-Dec to 12-Dec-26 | Owner walk-through, review rhythm agreed | CCO | Stakeholder sign-off |
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3. MoSCoW
| Priority | Items |
|---|---|
| Must | The Top 5 KPIs (net revenue per lead, lead-to-sale conversion, cost per acquisition, speed to contact, 90-day clawback rate), the revenue bridge, revenue shown net of clawbacks, complaint rate shown next to conversion |
| Should | The sub-KPIs (lead mix, health conversion, complaints per 1,000 sales); product area and channel filters |
| Could | Experimental dashboard options; an estimate of the latest quarter's clawbacks (if finance agrees) |
| Won't (this time) | Agent-level views, partner revenue, website visits |
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4. Effort estimate
| Phase | Person-days | Assumptions |
|---|---|---|
| Discover | 1 | Done |
| Build KPIs | 4 | Data access is ready. Clawback and unmatched-sale rules confirmed |
| Visualise | 4 | Chart templates are reused |
| Harden | 3 | No major standards rework |
| Embed | 1 | One walk-through session |
| Total | 13 | Plus stakeholder time: about 3 hours across the gates |
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5. RAID log
Risks (2)
- High impactAction owners aren't confirmed, so KPIs may have no one acting on them. Owner: CCO. Action: confirm at the Stage 1 gate
- High impactThe latest quarter's clawbacks are incomplete, so net revenue looks better than it is. Owner: Finance. Action: decide whether to estimate them
Assumptions (1)
- Medium impactSample data has the same shape as production data. Owner: Data team. Action: validate on real data before go-live
Issues (2)
- Medium impact6% of sales can't be matched to a lead. Owner: Data team. Action: exclude from per-lead KPIs and count them
- Low impactManila call outcomes are blank before Mar-25. Owner: Data team. Action: start contact-speed trends from Mar-25
Dependencies (1)
- Medium impactSnowflake access for the production build. Owner: IT. Action: request after the prototype
All items are open. The full log is below.
| ID | Type | Description | Impact | Owner | Action | Status |
|---|---|---|---|---|---|---|
| R-1 | Risk | Action owners aren't confirmed, so KPIs may have no one acting on them | H | CCO | Confirm at the Stage 1 gate | Open |
| R-2 | Risk | The latest quarter's clawbacks are incomplete, so net revenue looks better than it is | H | Finance | Decide whether to estimate them | Open |
| A-1 | Assumption | Sample data has the same shape as production data | M | Data team | Validate on real data before go-live | Open |
| I-1 | Issue | 6% of sales can't be matched to a lead | M | Data team | Exclude from per-lead KPIs and count them | Open |
| I-2 | Issue | Manila call outcomes are blank before Mar-25 | L | Data team | Start contact-speed trends from Mar-25 | Open |
| D-1 | Dependency | Snowflake access for the production build | M | IT | Request after the prototype | Open |
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6. Milestones and gates
Phase
26-Oct02-Nov09-Nov16-Nov23-Nov30-Nov07-Dec
◆ MilestonesApproval gates
Business Requirements approved · 20-Octcalculations approved · 03-Novdashboard version chosen · 17-Novfirst draft approved · 01-DecStakeholder review · 02-Dec
1. Discover20-Oct-26 to 20-Oct-26 · Gary
2. Build KPIs (Sprint 1)21-Oct-26 to 03-Nov-26 · Kewpie
3. Visualise (Sprint 2)04-Nov-26 to 17-Nov-26 · Viktor
4. Harden (Sprint 3)18-Nov-26 to 01-Dec-26 · Jennifer
5. Embed02-Dec-26 to 12-Dec-26 · CCO
Bars: project phases · ◆ Approval gates and milestones · Dashed line: today · Hover a bar or ◆ for dates
| Milestone | Target date |
|---|---|
| Stage 1: Business Requirements approved | 20-Oct-26 |
| Stage 2: calculations approved | 03-Nov-26 |
| Stage 3: dashboard version chosen | 17-Nov-26 |
| Stage 4: first draft approved | 01-Dec-26 |
| Stakeholder review | Week of 02-Dec-26 |
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7. Review rhythm after go-live
- Weekly: the CCO and exec team review the Top 5 and the bridge every Monday
- Monthly: owners review the sub-KPIs and thresholds
- Quarterly: targets are re-checked against pace needed. Any changes go into the Business Requirements change log