Activity Tracker · Week commencing 2 October 2026

Where the week went

Only work the evidence attributes to me — swept from my own sessions across every project, and measured against the Big Three for July–September.

Prompts
335
Files (mine)
92
Projects
30
Activities
44

Master task list

4 risks · 3 decisions · 68 mine · 16 waiting

Read straight from the master list, so this always matches it. Supervision is not shown because it is not my work.

Always in view (awareness only, not a work project)

  • Complaint rate at 0.13%, over the 0.1% ceiling (read 29 Sept). Keep this in every brief until it is back under. Re-check before any qualified-list send; the October CPD promo (19 Oct) depends on it.Email ops (awareness only) · Support & Tech Operations · since 29 Sept

Hard deadlines and risks

  • Supervisor directory billing — seven members need a decision before their renewal dates. The platform has fixed the duplicate-charge fault: all 27 members now have exactly one annual subscription and 124 stray pending ones were cancelled. 🚨 The old instruction to stop extra invoices is now REVERSED — the next two renewals (16 and 28 Oct) are legitimate and must be left alone. ⚠️ Seven members now have a subscription but their profile is still on the free plan, so they'd be billed while displaying as free. Decide per person: if they should be on the paid plan, change it in their profile; if any should not be paying, tell the platform BEFORE their renewal date.Supervisor directory · Financial Records & Reporting · from 12 Oct
  • Security item — detail kept off the public page; see the private task list.Admin (the “New practice-management product ready to launch” goal) · Outside the Big Three · since 21 Sept
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · since 21 Sept
  • Dunning and pre-dunning sequences in the CRM — now evidenced as a measurable loss. Nothing goes out when a card is about to expire or a payment fails; outstanding since the 26 Aug handover. Recovery of failed payments has fallen every month: 57% → 51% → 48% → 47% (Jun–Sep). Permanent loss over those four months has been measured (figures in the cashflow notes); restoring recovery to the June level is worth a meaningful sum every month. Still estimated at about 30 minutes via product automations and checkout tags, and it covers all three products. Next: build the pre-expiry and failed-payment sequences, then re-measure recovery at the following month-end. Learned 6 Oct, for next round: (a) the checkout's own failed-payment, card-expiring and card-expired emails exist but are ALL SWITCHED OFF (Account Settings, Customer Notifications), a quick win to consider; (b) account-level automations already add CRM tags "start failed payment follow-up", "start expiring card follow-up" and "start card expired follow-up" on those events (check whether any CRM campaign runs off them, which may make dunning a CRM-side build); (c) the product's "upcoming trial end" (7 days before) and "upcoming payment" events are empty, and the checkout page PROMISES "we will email you before that first payment", which nothing sends; (d) failed payments are retried automatically about three times over two weeks, and the "past due" tag is added on each failure and removed on success; (e) only one subscriber is past due right now; (f) emails to the CRM must respect the double opt-in and the confirmed-email rule set by the marketing team.Therapy Lock · Subscription Lifecycle & Retention · outstanding since 26 Aug

Needs my decision

  • Goals housekeeping (five decisions). Close the “September push” goal and the “Student directory launched” goal as delivered; discard or date the “Self-directed course route live” goal; close the “Skills Academy handbook complete” goal as delivered (the Skills Academy handbook was completed 3 Oct); give the “New practice-management product ready to launch” goal a launch date. Also date or discard the “Course brought in line with the 2026 ethical framework” goal and the “Lecture publication process automated” goal. Update 1 Oct sweep: the “Assignment portal live for supervision learners” goal (portal) has no remaining external blocker and could be closed as delivered; new candidate the “Attachment course built” goal (attachment course) needs a date. Update 8 Oct sweep: the “Skills Academy handbook complete” goal is DELIVERED (handbook completed 3 Oct), so close it. the “New practice-management product ready to launch” goal (sixth week), the “Lecture publication process automated” goal (fourth week) and the “Attachment course built” goal (second week) all had activity and still have no date: confirm or discard each. the “Course brought in line with the 2026 ethical framework” goal has a real horizon: the framework takes effect 1 Nov.Activity Tracker · Outside the Big Three · raised weekly since Sept
  • Subscription Lifecycle & Retention vs the launches. Protect Subscription Lifecycle & Retention (40% target, running ~4%) against the portal and new platform, or accept the launches as priority and change the targets. Standing 1:1 item. 2 Oct meeting evidence: the CPD library's evergreen sales are slipping and churn is rising, while the student library launch did well (200+ new users). 8 Oct sweep: Subscription Lifecycle & Retention reached ~16% (double the previous week) on the new platform's cancellation and tag work plus the retention action list; still the eighth week under target.Activity Tracker · Subscription Lifecycle & Retention
  • Open-course entitlement. 110 courses are reachable by any logged-in member. Nothing changed, deliberately; decision still owed.Tech · Subscription Lifecycle & Retention · ~43 days

Mine to do — gone quiet, nobody blocking

  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 9 Oct
  • Settle whether new CSR members are logging in at all. Of 302 who joined in the 30 days to 9 Oct, 82% did nothing — but whether they logged in is unmeasured, and the onboarding rewrite needs different copy depending which it is: drive the first ACTION if they're arriving and stalling, drive the first LOGIN if they never arrive. The data exists in user metadata and needs one database read — our own command-line access now covers it, no support ticket.Tech · Subscription Lifecycle & Retention · from 9 Oct
  • Social media with the social media coordinator: reset to a weekly deployable-assets rhythm (CEO steer 6 Oct). Your role is the coach, not the copywriter: each week across all products, ask what went live, measure it, feed results back into the folders, build more of what works. Build AI systems to write the copy rather than writing it yourself. Immediate fault: the Skills Academy October campaign's Facebook posts and first emails link to the sales page, not the free 30-minute demo lecture; funnel must lead with the free session. Next: check the live posts and links, agree the weekly review with the coordinator, set up the tracker. The campaign owner is on leave, so adjustments are stalled.Social Media · Outside the Big Three (Subscription Lifecycle & Retention adjacent) · from 6 Oct
  • Handbook email opt-ins on the product pages (from the 7 Oct meeting with the managing director and the social coordinator). The handbooks are not on the CPD, Skills Academy or student library pages, so no emails are captured. I take this on, with the coordinator on the opt-in tool. CPD page first, live by Thu 15 Oct, so the fourth run-up post can point to it. Concern to test: a library handbook may not be valuable enough to trade an email for, so pilot it.Social Media · Subscription Lifecycle & Retention · due 15 Oct
  • CPD run-up (before the 19 Oct launch): posts and a full campaign view for the managing director by Mon 12 Oct. Four run-up posts from 9 Oct: first goes to a free podcast episode, fourth to the handbook opt-in. She wants to see the social posts, email dates and calls to action together at least a week ahead, from now on, for every campaign. The sales lead is on leave, so pull the previous CPD campaign copy by hand. Still open: a free lecture as the call to action that people do not already get after joining the list.Social Media · Subscription Lifecycle & Retention · from 7 Oct
  • Page and Instagram insights now in the what-works sheet (8 Oct). Check whether the scheduling tool records who scheduled each post. 45 of 51 Page posts in the last 28 days went out through the scheduling tool, so Facebook cannot credit a writer. The team engagement workbook (Drive, built in a browser session) holds the post-level figures; person-level comparisons are deliberately kept out of the shared project files. Next: ask whether the scheduling tool keeps a scheduler record, and export the missing earlier rows if needed.Social Media · Outside the Big Three · from 8 Oct
  • Thursday 8 Oct 10:00 meeting with the social coordinator: bring the structure and the week's work. Post purposes (awareness, run-up, alignment), the monthly awareness slots, the run-up posts and the opt-in task. Weekly Thursday meetings are for this process only; mentoring and AI training go in separate sessions.Social Media · Outside the Big Three · from 7 Oct
  • Social cadence calendar (Oct–Dec) built 7 Oct and updated after the 7 Oct meeting: settle the open questions. Saved in `Social Media/Calendars/` with the what-works sheet in `Social Media/resources/`. Questions: whether the cancellation covers the December push and the free-session campaign, CPD start date (17th or 19th), December quiet period for supervision, OLTC December dates, clinical will date, addiction bundle link, who unschedules posts.Social Media · Outside the Big Three · from 7 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 6 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from Oct
  • Supervisor directory: finish the billing clean-up. The underlying fault is fixed by the platform (12 Oct). Remaining on our side: the refunds, the open card-provider cases (the deadline is short) and marking the refunds against the matching invoices. Full detail and amounts are in the Supervisor-Directory-Billing project folder. ⚠️ One interaction to watch: if every charge to either affected member ends up reversed, tell the platform so they move the renewal date back.Supervisor directory · Financial Records & Reporting · from 6 Oct
  • New enquiry (specialist therapist): decide podcast or lecture, and get her email address. Recommended by a PR contact via the support desk, pitched for a podcast episode, though her subject is a genuine gap in the CPD catalogue so a lecture may also fit. Card created in Backlog with her one sheet details. No email address on the one sheet, so retrieve it from the support thread before any outreach.Lecture outreach · Outside the Big Three · from 5 Oct
  • Second guest lecturer: tidy the CRM record, carefully. Both onboarding emails sent 5 Oct, but his whole journey was manual and no tags were ever applied. Do NOT apply the verified or agreement-approved tags, as both would re-send emails he has already had. Apply only the presenter tag, which gives him sample lecture access he has not had, and fill in topic, fee and recording date. Remove any leftover prospect tags.Lecture outreach · Support & Tech Operations · from 5 Oct
  • Lecture outreach: no safe way to record a manually onboarded lecturer in the CRM. Tags are automation triggers, so a lecturer onboarded by hand ends up with no tags, no custom fields and nothing for reporting or later merge fields to use. Surfaced by the November recording. The workflow master already lists the missing booking-tool and form integrations as gaps. Needs a way to mark someone onboarded without firing the email sequences.Lecture outreach · Support & Tech Operations · from 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 1 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 1 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 1 Oct
  • A certificate course that issues no certificate. One multi-module course on the CPD library has modules and a quiz but no certificate attached, so anyone completing it gets nothing. Every other course has one.Tech · Subscription Lifecycle & Retention · found 28 Sept
  • Lecture metric is counting five courses as lectures. The exclusion list names 12 formal courses; structurally there are 17. Five multi-module courses with quizzes and certificates are still in the lecture denominator. Decide in or out, then re-run.Tech · Subscription Lifecycle & Retention · found 28 Sept
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · from 1 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · ~56 days
  • SMS: drop the CRM's automated SMS application and look at alternatives. Decision 2 Oct: no movement on the application (pending review since ~25 Sept, can't be chased), so stop waiting on it. Still blocks the first-login measure and holds up SMS renewal reminders and other key notifications; any alternative needs a way to handle member opt-outs (the same blocker as the WhatsApp group). Next: list the options (a standalone SMS service triggered from the CRM automations, or texts sent via an automation tool, the workaround noted 25 Sept), compare cost, UK sender registration and opt-out handling, and pick one. Leave the old application to lapse; no need to withdraw it.Tech · Subscription Lifecycle & Retention · decided 2 Oct (was waiting ~41 days)
  • Member-initiated membership swap. Specified, nothing built. Direct retention lever.Tech · Subscription Lifecycle & Retention · ~55 days
  • "What's New" page embed strategy. Member improvements logged since mid-Aug are invisible to members. (Now also linked to the CSR dashboard redesign line.)Tech · Subscription Lifecycle & Retention · ~55 days
  • New-member first-login task. Serves the first-login retention measure (>95%).Tech · Subscription Lifecycle & Retention · ~42 days
  • Marking worked examples and marksheet population. Files changed 23 Sept without a session of mine, so confirm whether someone else moved it before chasing.Assignment Portal · Outside the Big Three · open since 10 Aug
  • Finalise the portal tutor guide. The 14 Sept draft is behind the build: the digest, "Mark by" column, release rules, moderator uphold sheet, anonymised mark sheets and tutorial link have all changed. Also decide whether the portal or the academic team handles an upheld final-attempt refer; the guide says the team does, but the build moderates and releases it like any other refer. Revised draft written 30 Sept at `Academic Administration/Reference/Assignment Portal - Tutor Guide.md`; old versions deleted. Next: clear the [VERIFY]/[DECISION] markers (confirm the 24 and 28 Sept builds are published, run one upheld third-refer test, decide the final-attempt approach), then send to the head tutor and the test assessor.Assignment Portal · Support & Tech Operations · from 30 Sept
  • Design the support workflow for the platform, then re-put the widget question. Decision 30 Sept: do NOT embed the help widget yet. The operations lead objected on two grounds — client information entering a third-party support platform, and clutter in the app — and wanted the ticketing route and the escalation path to development settled first. The developer is holding support himself until the end of this week, which is the real deadline on this. Next: write the workflow (who receives, who triages, what escalates to development and how), then bring the widget back as a yes/no against it. Eleven help articles are already live and unreferenced from inside the app. 2 Oct meeting: after the dunning and cancellation tagging are done, I take on initial support handling (ticketing set up in the helpdesk) before wider demo programmes; support tiers are restructured only after that. The developer's own cover is the stopgap until then.Therapy Lock · Support & Tech Operations · from 30 Sept
  • Tidy-ups after the tag fixes. (a) Delete the TL Test contact (it holds the enrolled and confirmed-email tags). (b) Decide whether to build or retire the "churned" and "trial expired" tags (nobody holds them; the CRM derivations were never built). (c) The 2022 "TL Member" tag starts a PUBLISHED automation, "TL Onboarding": never apply it by hand; decide whether to retire the automation.Therapy Lock · Subscription Lifecycle & Retention · from 6 Oct
  • Decide the new public TherapyLock prices (with the team) before the formal push. Proposed 7 Oct: a rise on both plans (figures in the Therapy Lock project folder). Sign-ups are steady with no marketing, and trial-to-paid conversion is high. Early adopters keep their price while they stay subscribed. WHEN DECIDED: create NEW prices on the same product (our tag automations carry over); NEVER edit the two existing prices, or early adopters' subscriptions could change; add the plan tags again on the new checkout items; consider a CRM tag for "early-adopter price" on current members before the change; leave the CPD and student pushes clear (the list is already being hit hard in Sept and Oct).Therapy Lock · Subscription Lifecycle & Retention · from 7 Oct
  • Plan swaps leave the old plan tag on the member. Two people already affected. Fix needs the two plans in separate checkout options so each can have its own swap-from and swap-to tag actions (a live structure change, approval first); wait for the app owner's answer on how the public price is set up before touching the product.Therapy Lock · Subscription Lifecycle & Retention · from 6 Oct
  • Accounts out of sync between checkout, app and CRM: PARKED 6 Oct, revisit how to manage them. 11 of 160 subscribers (6 paying) have no matching CRM contact under their checkout email, about 7% of sign-ups and still happening; five paying members exist in the CRM under different personal emails with no lifecycle tags. App and checkout agree, so access is fine; the gap is CRM-driven emails. Not diagnosed. When revisited: read the checkout automation log for one purchase (one recent purchase, the contact-sync step), raise a support request with examples if needed, and settle how to detect and repair out-of-sync accounts. Also 81 failed automation runs in 30 days account-wide (causes unread) and 3 CRM contacts holding "enrolled" with no subscription. Detail in the reconciliation file.Therapy Lock · Support & Tech Operations · parked 6 Oct
  • Double opt-in for new TherapyLock members: LIVE 6 Oct 1:17pm and TESTED end to end (test contact received the email, confirmed, goal reached, confirmed-email tag applied). Handoff for Claude in Chrome written 6 Oct (saved in the project folder). Phase 1 DONE 6 Oct (CRM has a built-in email-confirmation block and goal; a half-built draft "TherapyLock New member TEST" exists; no confirmed-email tag yet; nothing in the CRM stops marketing to unconfirmed people, so every marketing send must be filtered to confirmed). Sender set 6 Oct: from-name Counselling Tutor, support@counsellingtutor.com (matches the checkout's receipts). Draft RENAMED "TherapyLock Confirm email" and the new confirmed-email tag CREATED (id 12845, 6 Oct); trigger, copy, sender, reminder and tag step still to build; nothing published. Findings: the CRM's confirmation block is locked, allows at most 2 confirmation emails per contact in 30 days, so ONE reminder (day 3) not two; its goal cannot apply a tag, so a step after the goal applies the confirmed-email tag; already-confirmed contacts skip the block automatically; the "Re-optin" form automation does not overlap. Built so far (6 Oct, all draft): trigger = enrolled applied; first confirmation email saved (sender Counselling Tutor Support Team; the CRM locks the link wording, "Yes, I want to receive emails"); confirm-email goal; tag step. The day-3 reminder built inside the same automation could not be wired (the first block has no outgoing connection), so the decision is to remove it from this automation, finish and test the main flow, and add the reminder LATER as a separate small automation (trigger enrolled, wait 3 days, confirmation block). Next: finish wiring (goal then tag step), test contact, publish only on my say-so. Remember the standing rule: every marketing send must be filtered to confirmed contacts. FINDING 6 Oct: checkout sign-ups arrive in the CRM as UNCONFIRMED, which the CRM treats as permission to send marketing is ON, although the checkout form has no marketing-consent tick box; so marketing is allowed by default to unconfirmed members unless every send is filtered to confirmed status. Test contact to be set to unconfirmed to mirror real sign-ups. Rule: service emails (receipts, the promised pre-payment email, payment problems, cancellation) must never depend on confirmation; existing members are not asked. Still to do: (1) watch the first few real sign-ups to confirm each gets the email (the 136 existing members were deliberately NOT added; the CRM asks "Add contacts?" at publish: always answer "Don't add contacts"); (2) day-3 reminder as a SEPARATE small automation (trigger enrolled, wait 3 days, confirmation block); (3) marketing sends should be filtered to confirmed contacts (the marketing team's job, per my decision 6 Oct); note the CRM treats checkout sign-ups as marketable-unconfirmed by default.Therapy Lock · Support & Tech Operations · from 6 Oct
  • Ledger: confirm September payroll journal posted. Expected from the bookkeeper 4–9 Oct. Check after 9 Oct and chase if absent.Ledger · Financial Records & Reporting · due ~9 Oct
  • Ledger: record the two supplier invoices that have been paid. Both were paid (confirmed 3 Oct) but the ledger hasn't been updated, so they still show as overdue. Next: mark them paid or match them to the payments, so the overdue list and the cashflow figures are right.Ledger · Financial Records & Reporting · from 2 Oct
  • Ledger: unmatched receipt (28 Sep). Not yet coded in the ledger — sitting unmatched in the bank feed. Ask the bookkeeper to identify the payee and code it.Ledger · Financial Records & Reporting · from 2 Oct
  • Monitor the AI email agent for 1–2 weeks (live 28 Sept). Watch accuracy and feed corrections into the knowledge base; the pre-launch test gave a wrong replay time for live lectures, so check that fix.Support · Support & Tech Operations · to ~12 Oct
  • AI email agent: instructions applied 3 Oct; watch the daily audit instead of re-running tests. The agent is answering again (audit 2 Oct: 5 replies in 24h). Final custom instructions (with the NO CIRCLES paragraph and the handbook rule) were pasted in on 3 Oct; the Test page is not being re-run, so judge them from real tickets. Next: run `execution/freshdesk_ai_agent_audit.py --days 1` on 4 Oct and check: no replies telling people to email the support or login addresses, no replies to sales pitches, handbook answers use the real address, and welcome-email problems are handed over. Still open: whether to keep the generic "usually within 24 hours" acknowledgement.Support · Support & Tech Operations · found 1 Oct
  • AI email agent: take the 46 welcome and campaign replies off the human queue. The 7 Oct review of tickets the support colleague answered found 46 welcome-email and campaign replies a person still handles; business context was updated 7 Oct and test queries written for the re-run on 8 Oct. Next: run the test queries, then add handling for those replies one rule at a time and watch the audit.Support · Support & Tech Operations · from 7 Oct
  • Security item — detail kept off the public page; see the private task list.Therapy Lock · Support & Tech Operations · from 6 Oct
  • Check the unpublished intake packs article is not linked from an email. The standalone article was set to draft on 7 Oct, so its public address now gives a page-not-found. Articles and canned responses were checked and are clear, but the automated ticket email templates and the CRM emails cannot be searched from here. Next: look through them for the old address (the old article address, noted in the support project). Decided 7 Oct: the combined calendar, text and intake article stays exactly as published, and the standalone stays in draft, so the extra details it had (55MB file limit, zip and iPhone photo files, how to open the templates panel) are not live anywhere.Therapy Lock · Support & Tech Operations · from 7 Oct
  • Restarting supervision student: send the drafted reply and the message to the academic team. Question: when must she submit her 20 practice hours after restarting in August 2026? Four questions for the academic team: which final live session date counts, whether pre-restart hours count, how the session 6 rule applies, and her Fitness-to-Practice letter. Once answered, add the restarter rule to the help articles.Support · Support & Tech Operations · from 5 Oct
  • Free clinical will checklist: reply to the customer who did not receive it, and write a help article. The checklist is the free download offered to BACP practitioners from the clinical wills article, not a platform feature, and the AI agent wrongly pointed the customer to the platform's help article. Next: send her the checklist, find where the PDF is hosted, write a short "I haven't received the checklist" article with the direct address as visible text.Support · Support & Tech Operations · found 2 Oct
  • Reopen and answer the three requests the deliverability rule closed unread (three tickets). The rule was fixed 5 Oct (eight more exclusion words: download, pdf, looking for, but not, not received, did not receive, t get, t believe), so no more should be lost; these three still need their files sent.Support · Support & Tech Operations · found 5 Oct
  • CSR onboarding: run the login query — it decides which campaign we write. Behavioural data for the 30 days to 9 Oct: 302 new members, 54 started a course (18%), 32 certificates (11%). Engagers act with a median of ZERO days — the window is 48 hours, not a month. The blocker: two figures in circulation cannot both be right. The 88% login rate and the 18% course-start rate describe different bottlenecks. If 88% holds, ~212 of those members logged in and then did nothing, which makes this week's login gate hygiene rather than the fix. One database read via hosting access settles it, and it decides whether the sequence drives the first LOGIN or the first ACTION — different sequences, so no copy gets written until it is answered. Then: rebuild the schedule around 48 hours. The gate and the no-strandings fallback built 8-9 Oct are structurally right and stay; the day 3 / day 6 / day 8 timings and the proposed 21-day sequence all land after the decision is made. And the rewrite has to change the ask, not just the timing — the old campaign was already mailing people throughout that window and 82% still did nothing. Track on the 14-day certificate rate (CSR 23% vs CPD 8%), not the 11%. ⚠️ Sign-ups down 27% YoY, so gains land on a shrinking intake — worth asking whether intake is now the bigger problem. ⚠️ The 82% means 'did not start a course', not 'never used the library' — do not let it get quoted as the latter. CEO brief written as a doc and updated with all of this; still needs sharing before she can open it.Tech · Subscription Lifecycle & Retention · from 25 Sept
  • Attachment Course build — framework DONE, now the content. Of the two tasks assigned at the 2 Oct meeting, (1) the course framework is built (8 Oct, from the scheme of work): nine modules, 28 topics, seven module assessments and the course-level self-declaration that releases the certificate, modelled on the autism certificate. It sits in draft and is invisible to anyone not logged in. (2) Module 1's four topic slides are formatted and proofread (8 Oct) — module 2's five remain, after which the lecturer can start recording. Also still needed on the build: quiz questions for modules 3–6 (those four assessments are empty), a title for module 4's third topic, module 8's topics, and all the topic bodies, videos and handouts. Three things must be done by hand before it can publish: the certificate (the integration can only attach one, not create it), a course category plus cover image — both required or it won't show on the member dashboard — and the access grant. Full record in project memory.Academics · Outside the Big Three · from 25 Sept
  • New guest lecturer (perinatal): awaiting agreement acceptance, then send slide guide and producer booking link. Licence agreement sent 29 Sept; reply awaited. Slides due late Nov/early Dec, recording around year end. Reference slide pack already sent.Lecture outreach · Outside the Big Three · from 29 Sept
  • Library lecture on the BACP framework update. From the 28 Sept academic meeting; framework takes effect 1 Nov.Academics · Subscription Lifecycle & Retention · from 28 Sept
  • Memberships are flagged non-taxable in the checkout, so no invoice shows VAT. Every automated invoice has gone out with no VAT line and no VAT number, so no customer can self-serve a VAT receipt and each request has to be answered by hand. Next: confirm the treatment with the accountant — including how business customers and any non-UK sales are handled, since the written advice on file is from 2017 and flags twice that the rules changed in 2021 — then fix the product tax flag so future invoices carry VAT automatically.Cashflow · Financial Records & Reporting · found 30 Sept
  • Reissue the April 2026 BACS receipt — it shows 0% VAT. Written before the VAT treatment was confirmed, so it carries no VAT line and no VAT number. On the treatment confirmed 30 Sept it should show the VAT line and the VAT number. Next: regenerate from the corrected template and resend if the customer still needs it; check whether any other receipts were issued outside the system on the same basis.Cashflow · Financial Records & Reporting · found 30 Sept
  • CSR library: reintroduce the monthly newsletter. Identified as the primary root cause of drop-off: members aren't discovering new content, so they disengage. The end-of-September launch target has passed. Next: decide the format and cadence, build the first issue from what was added to the library this month, and set a send date. Different from the "What's New" page, which is about product improvements.Tech · Subscription Lifecycle & Retention · target end Sept, now overdue
  • CSR library: revitalise the Counsellor in Practice Facebook group. 1.8k existing members. Plan regular new-content posts that re-engage the group and drive members back to the library. Next: set a posting rhythm and write the first four weeks of posts.Marketing · Subscription Lifecycle & Retention · from 1 Oct
  • CSR library: portal dashboard redesign. UI and UX changes that make content discovery easier once members log in, reducing the friction between logging in and finding something to engage with. Next: scope it with the developer, and decide whether it absorbs the "What's New" embed.Tech · Subscription Lifecycle & Retention · from 1 Oct
  • Course intake dates article: confirm the 29 December entry. The 1 Oct monthly review removed the September Tuesday cohort and published the January 2027 dates from the tutors' rota, but the 29 December entry was left as it was because you weren't sure of it. Decide whether it stays, then update the article.Support · Support & Tech Operations · from 1 Oct
  • Audit the customer auto-renewal notifications after the cancellation complaints. Raised at the 2 Oct meeting. Check what customers are told before a renewal, and whether the wording or timing prompts cancellations; it sits next to the pre-dunning sequence.Tech · Subscription Lifecycle & Retention · from 2 Oct
  • Neurodiversity and Christmas article: brief the content manager to run the survey. The article is approved. A survey email was forwarded at the 2 Oct meeting for the content manager to run on Facebook. Next: forward it with a short brief.PR · Outside the Big Three · from 2 Oct
  • PR survey reminder post: send Wednesday 14 Oct. Survey is live on Facebook + the alumni groups; post the short reminder (section 3 of the survey post-copy file in the PR project folder) to bump responses before it closes Fri 16 Oct.PR · Outside the Big Three · due Wed 14 Oct
  • PR survey: pull and analyse results after it closes (16 Oct). Export from the survey tool, build the SPSS/Excel coding frame, and summarise for the journalist and the consultant. The paired Millennial-vs-Gen-Z design allows within-respondent comparisons.PR · Outside the Big Three · from ~17 Oct
  • Press kit on the website: confirm it went live as a downloadable PDF linked from the footer. Committed 10 Sept to brief the designer to review the press kit and add it; not since confirmed. Next: verify it's done, or chase.PR · Outside the Big Three · from 10 Sept
  • Send the content manager the next handbook (online and telephone counselling). Agreed at the 1 Oct handbook meeting as the follow-on to the Skills Academy handbook. Send the meeting summary with it if that hasn't gone yet.Skills Academy · Outside the Big Three · from 3 Oct
  • Hosting provider still billing after account closure — refund requested. Account recorded as closed end of July; it has charged every month since (three charges). Support request raised 3 Oct. Next: chase if no credit within two weeks, and confirm the billing has actually stopped before the next cycle.Cashflow · Financial Records & Reporting · from 3 Oct
  • One subscription on the fixed-expenses sheet cannot be found in the bank data at all. Everything else unaccounted for turned out to be an October renewal. This one has no payments on record and its status is unknown — confirm whether it is still running or has lapsed.Cashflow · Financial Records & Reporting · found 9 Oct
  • PR freelancer engagement ends after one more invoice — confirm it stops. Two payments so far (Sept and Oct). Deliberately kept OUT of the fixed-expense run rate because it is ending; if a fourth invoice appears, it is recurring after all and the run rate needs revising upward (figures in the cashflow notes).Cashflow · Financial Records & Reporting · from 9 Oct

Waiting on someone else

  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · waiting since Aug, call 14 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · sent 9 Oct
  • Case study: reply from the standout new member. Invited 9 Oct. He joined the student library in mid-September and has worked through more than forty lectures since — by far the most of the autumn intake, and a genuine pattern rather than a data fault. Asked for a short case study, either questions by email or a fifteen-minute call, with copy approval. ⭐ Whatever he says, ask how he found us — that's the commercially useful part and it fits naturally in a case study.Tech · Subscription Lifecycle & Retention · invited 9 Oct
  • PR style guide: consultant writing the remaining sections. Gap list emailed and the drafted CT voice & tone Word doc uploaded to the shared Drive (7–8 Oct); nothing outstanding on my side. Waiting on the consultant to write the missing sections and fold in the voice & tone doc.PR · Outside the Big Three · with consultant since 7 Oct
  • Student directory press release: with the consultant to draft. Go-ahead sent 7 Oct (release ~6 Jan to training providers + individual tutors; Social Care Magazine placement aimed early Dec). ⚠️ Release copy needs CEO sign-off before distribution.PR / Directory · Outside the Big Three · with consultant since 7 Oct
  • Platform help centre: three checks with the developer (asked 6 Oct). (1) Clinical will article: the set-up steps, that an executor need not be a customer, the waiting period and activity log, and whether closing a duplicate account emails the executor (left out). (2) Card-change article: the real wording of the update-card option on the billing page. (3) The combined calendar, text and intake article: confirm the encryption wording (encryption at rest, "encrypted, audited space") matches how the app is built. Update email drafted for sending.Therapy Lock · Support & Tech Operations · asked 6 Oct
  • Second guest lecturer: slides due Mon 19 Oct for a 9 Nov recording. Only two weeks to write, so chase around 14 Oct if nothing has arrived and offer to move the recording rather than let him arrive underprepared. Bio and headshot also awaited via the profile form.Lecture outreach · Outside the Big Three · since 5 Oct
  • Security item — detail kept off the public page; see the private task list.Tech · Support & Tech Operations · reframed 5 Oct
  • Legacy course migration: final-notice email drafted and ready to pass to the partner. Urgency rewrite done 1 Oct, 31 October cutoff date set. The partner sends it to his legacy list directly (GDPR: list stays with him). Once window closes, cancel the legacy hosting (Phase 5).Academic Fulfilment · Support & Tech Operations · since Sept — deadline 31 Oct
  • New platform: the PDF question. Still with the developer. The support-model half of this was answered in the 30 Sept meeting — see "design the support workflow" under Mine to do. Automations and marketing remain paused until the move.Therapy Lock (the “New practice-management product ready to launch” goal) · Support & Tech Operations · since 23–24 Sept
  • CSR library: WhatsApp Business announcement group. One-way group for content announcements. On hold pending a technical solution for handling member opt-outs, the same blocker as SMS (now being solved via the SMS alternatives line under Mine to do).Tech · Subscription Lifecycle & Retention · on hold since 1 Oct
  • Embed the tutorial booking link into the assignment portal. Booking setup for the academic team completed 28 Sept (availability captured for both tutors); the embed itself is held by choice for a short while. Outstanding since 18 Aug, when the support ticket blocked it.Assignment Portal · Outside the Big Three · setup done 28 Sept, embed held
  • Older marking documents review.Assignment Portal · Outside the Big Three · ~23 days
  • Database cleanup scope. Awaiting the developer.Tech · Outside the Big Three
  • Lecture outreach: unblock cards stalling at onboarding. Steps sent to the colleague who needs to act.Lecture outreach (the “Lecture publication process automated” goal) · Outside the Big Three · since 24 Sept
  • PSA Accredited Registers article (idea). A colleague floated a piece on the PSA quality mark / parity across ethical bodies and growing NHS recognition — "why the PSA seal matters, why to display it, what's changing, how it affects you," with a checklist handout. Blocked on the source: podcast 390 (primary source) is not yet recorded. Also needs the host to reach out to a professional-body contact for an on-record voice. Don't start until 390 is recorded; then verify the "Quality Seal of Excellence" name, the register count, and the NHS-recognition wording before drafting.Articles · Outside the Big Three · idea raised 29 Sept

Recently done

  • Supervisor directory duplicate charges — fixed at source — 12 Oct. The platform found that upgrades made between September 2025 and February 2026 with our free-upgrade coupon could fail partway and leave an invisible unfinished subscription behind; each retry left another, and the renewal run bills every one separately. Some members had eleven. All 27 affected members now have exactly one annual subscription and 124 stray ones have been cancelled, so the duplicate charges cannot recur. Upgrades since February were checked and are clean(the correct method is for the member to upgrade from their own account page with the coupon — changing the plan in their profile alone never creates billing)
  • AI agent audit follow-ups from 6 Oct: both wrongly answered customers dealt with and corrected — 12 Oct, as reported by me(the erasure request was actioned 7 Oct; the second customer's answer is now confirmed. The daily audit keeps watching for repeats)
  • Free resource downloads not arriving: sorted — 12 Oct, as reported by me(the three closed-unread requests and the clinical will checklist reply are separate lines and still open unless told otherwise)
  • Skills Academy promotion cancelled and its social posts unscheduled — 12 Oct, as I understand it(worth a glance that the 13:00 post did not go; whether the email side, the free-session campaign and the December push are also held is still open under the cadence calendar line)
  • PR consultant's invoice paid — the payment cleared the bank 7 Oct, matching an invoice received early Oct on 14-day terms, and is recorded in the ledger.Ticked on the bank evidence; if a September invoice is in fact still unpaid, this needs reopening.

Effort against target

Financial Records & Reporting 16%  of 30% target
TARGET 30

The September month-end ran on 2–3 October, with failed-payment and refund rates finalised. Three small records items are still open, and a billing fault on one platform was found and sized.

Subscription Lifecycle & Retention 16%  of 40% target
TARGET 40

Eighth week under target, but double last week's 8%. Most of it was cancellation and tagging on the new platform, plus the retention action list.

Support & Tech Operations 34%  of 30% target
TARGET 30

Slightly over target for the fourth week. Seven of fifteen were the support side (the AI agent, help articles); eight were platform and security.

Outside the Big Three 27%  no target

The PR project, the social media reset, lecture outreach, the student directory and the attachment course.

Reactive & admin 7%  no target
Inside the Big Three Outside it Target Counted by activity entries, not hours · attributed work only · 45% ceiling · percentages rounded

Support volume has doubled in eight weeks, and the share needing a person has not moved.

The August story was tickets falling. The eight-week trend now says the opposite: 108 tickets a week in mid-August, 205 in the latest complete week, with the share needing a person at 67.6% then and 66.8% now. Volume has risen with the new products and the libraries, and none of it has been absorbed by automation yet. The AI email agent has been live ten days and is answering again after last week's handover fault; this week's audits found two wrong replies from one cause (replies to campaign emails) and 46 welcome and campaign replies that a person still answers — the next load to take off. Average resolution, 41.8 hours, is the longest in the series but is a first reading and tends to settle.

Subscription Lifecycle & Retention doubled, and is still under half of target. The new platform's cancellation and tagging logic finally got proper attention, and the CSR retention strategies became an action list. That is eight weeks under target; the question stands: protect Subscription Lifecycle & Retention against the launches, or accept the launches as the priority and change the targets?

The month-end landed on time. A platform billing fault surfaced alongside it, and the cost of failed payments went from a feeling to a number: recovery of failed payments has fallen four months running, and the sequences that would fix it still have not been built.

One more decision closed itself. The Skills Academy handbook was completed on 3 October, so that goal is delivered.

Short-term goals

The Big Three are standing priorities with no end date. These are the deliverables with an actual deadline. 13 of this week's 44 activities served one — seven on the new platform, three on the student directory, two on lecture outreach and one on the attachment course. One goal is now delivered; four more decisions are waiting.

Assignment portal live for supervision learners

0 activities this week
Specific
The portal handles the full supervision cohort — submission of all four requirements, tutor allocation and reassignment, moderation records, and QA sampling.
Measurable
Learners onboarded and submitting · tutor guide published · moderation and QA sampling live and used at least once · all four requirements carrying document links and guidance.
Deadline
Met on 12 September, and extended since — all three real cohorts are on the portal. No formally agreed end date.
Status
No external blocker left, and none of my own activity this week. Sign-off was completed on 29 September. Remaining: confirm the 24 and 28 Sept builds are published, finalise the tutor guide, and the marking worked examples (open since 10 Aug) The goal could now be closed as delivered.

Candidate goals — confirm or discard

Drawn from the work already done. Each needs a target date and a definition of done.

  • Goal — new practice-management product ready to launch. This week: tag logic fixed and verified, checkout, CRM and app reconciled, cancellation behaviour settled with the app owner and a terms fault in its email fixed, double opt-in built and live, three new help articles and a reorganised help centre, and the checkout's own failed-payment notices mapped. 7 activities — a sixth week with activity and still no date. Confirm what "ready" means and when.
  • Goal — student directory. Launched 18 September. This week: a gap in one feature closed on the platform's supported method, bouncing admin emails fixed, enquiries answered and held listings chased; 114 sign-ups reported from social announcements alone. 3 activities after launch. Close it, or say what remains.
  • Goal — lecture publication process automated. A second guest lecturer onboarded (slides due 19 October for a 9 November recording) and a new presenter enquiry logged; found there is no safe way to record a manually onboarded lecturer in the CRM. 2 activities — a fourth week running with activity and no date. Confirm or discard.
  • Goal — attachment course built. The structure is built as a draft from the scheme of work — nine modules, 28 topics, seven module assessments and the final self-declaration — and the first module's slides are done. 1 activity — a second week. Still needs a date.
  • Goal — Skills Academy handbook complete. Delivered: completed on 3 October ahead of the campaign. Close it.
  • Goal — September push. Campaign has run. Close it as delivered.
  • Goal — self-directed course route live. No date and no activity for weeks. Date it or discard it.
  • Goal — course brought in line with the 2026 ethical framework. No activity of mine. The framework takes effect on 1 November, so this one has a real deadline now three weeks away.

The ask: close the “Assignment portal live for supervision learners” goal, the “September push” goal, the “Skills Academy handbook complete” goal and the “Student directory launched” goal as delivered; date or discard the “Self-directed course route live” goal, the “New practice-management product ready to launch” goal, the “Lecture publication process automated” goal and the “Attachment course built” goal; give the “Course brought in line with the 2026 ethical framework” goal its 1 November date.

What the week actually held

Financial Records & Reporting

7 activities · 1 held in the private log
  • 2 Oct BookkeepingCompleted the bookkeeping quality check for 4 September to 2 October — traced the payee behind an unmatched receipt, ran a posting-order check across the ledger, and wrote up the log. Three items open
  • 2–3 Oct CashflowRan the September month-end — full-month bank and payments-platform statements categorised, a new expense category created for a one-off item, report generated and sent. Done
  • 3 Oct CashflowPulled the failed-payment and refund rates for the month-end and finalised July and August failed billing, so earlier months can be updated retrospectively. Done
  • 3 Oct CashflowGenerated the director report for the week ending 26 September — the weekly run that follows the month-end. Needs one figure
  • 3 Oct CashflowTraced three months of charges from a supplier account recorded as closed, and raised a refund request. Chase in two weeks
  • 6 Oct Supervisor directoryFound a platform billing fault that raises several invoices for one renewal and charges each — members moved onto the paid plan by hand, rather than through checkout, have no subscription record. Sized the exposure, set the order of fixes and raised a ticket with the platform. Dated checks

Subscription Lifecycle & Retention

7 activities
  • 1 Oct CSR libraryTurned the six retention strategies into an action list — the monthly newsletter named as the main answer to drop-off, the Facebook group, the dashboard redesign, the announcement group, the first-login task and text reminders — each with a next step. Newsletter overdue
  • 2 Oct RetentionDecided to drop the automated text-message application — no movement for weeks and it cannot be chased — and to look at alternatives instead. Options to list
  • 3 Oct Failed paymentsPut a number on what failed-payment recovery is costing — recovery has fallen every month for four months, and the permanent loss over that period is now measured — and made the card-expiry and failed-payment sequences a priority. Not yet built
  • 6 Oct New platformMapped every tag the checkout applies and removes, then fixed the gaps — the trial tag now leaves on every exit, member and paid tags move to the first successful payment, cancelled and churned clear when someone returns — and re-read the live set-up to verify. Done
  • 6 Oct New platformReconciled the checkout, the CRM and the app — 160 subscribers compared, the wrong tags cleaned and re-checked to zero, and a smaller group with no matching CRM contact parked as a separate problem. Done
  • 6–7 Oct New platformSettled how cancellation works — the app already sends its own cancellation email, so no CRM email is needed; a terms-version fault in that email was found, fixed and is live. Done
  • 7 Oct New platformMapped what the checkout offers for failed-payment, card-expiring and card-expired notices — all switched off — and a promised pre-payment email that nothing sends; prepared the reply on proposed new public prices. Build next

Support & Tech Operations

15 activities
  • 1–3 Oct SupportReworked how the AI email agent routes login problems — re-ran its tests, sent "no login email received" to a person, replaced the old login-help address in five articles and pasted in new instructions. Answering again
  • 2 & 5 Oct SupportAudited the agent twice, fixed the rule that auto-closed people saying a download never arrived, had three wrongly closed requests reopened, reworded the stock acknowledgement and scheduled a daily read-only audit. Done
  • 5 Oct SupportUpdated three supervision help articles after a rule change — practice now starts after session 6 — and drafted a message to the academic team. Done
  • 6–7 Oct SupportAudited again and found two customer replies answered wrongly — replies to campaign emails put the real message above the quoted original. Applied trimmed instructions, then analysed which tickets a person still answers: 46 welcome and campaign replies are the next load to take off. Re-test due
  • 6 Oct New platformWrote and published three help articles from the developer's support log — setting up a clinical will, changing a card, and a combined calendar, text-reminder and intake-pack article. Done
  • 6–7 Oct New platformReorganised the help centre — a new folder of six "why it works this way" articles, quick-start and orientation articles cross-linked, placeholder text removed, one standalone article set to draft. Check links
  • 7 Oct SupportUpdated the course intake-date and online-course articles — new autism dates, and the online and telephone course enrolling at any time, about twenty articles aligned. Done
  • 6 Oct New platformBuilt, tested and published double opt-in for new members — a confirmation email, a goal and a confirmed tag, tested end to end; existing members deliberately not added. Found that checkout sign-ups arrive as marketable but unconfirmed, so every marketing send needs filtering. Live
  • 3 Oct Account cleanupProduced the orphaned-user candidate list — accounts with no CRM contact, no activity, no lifetime product and no privileged role. The safeguards kept over a thousand lifetime customers off it. Nothing has been deleted. List built
  • 5 Oct TechSettled the database question from the host's numbers — deleting users is not what makes the database large; most of the biggest one was years of logged automated search traffic. Then cleared it: 9.6 GB down to 1.3 GB. Course activity is confirmed to clear when a user is deleted. Logging refilling
  • 5 Oct SecurityRevoked a dormant standing administrator credential after checking nothing used it, and removed a tool that gave server file access through the dashboard; administrator numbers on the marketing site cut from nine to six. Done
  • 5 Oct SecurityWrote what else to harden on the marketing site — unused plugins, an agency account, dormant users, two-factor for administrators, a firewall decision, one remaining open route. Plan not started
  • 3–5 Oct DirectoryClosed a gap in one directory feature that did not check who was calling — an interim fix first, then the platform's supported method once it replied; tested as a member. Fixed
  • 3 Oct DirectoryFixed the directory's admin emails bouncing — the notification address was still the platform's placeholder — and confirmed they arrive. Fixed
  • 6 Oct TechDrafted a management summary of the security and database work; held back as too long, to be cut to about half. To cut

Outside the Big Three

12 activities
  • 3 Oct Student directoryAnswered seven unread enquiries by hand, tightened the spam word list, emailed incomplete held listings with a "one step left" message and reviewed the rest. Done
  • 5 Oct Lecture outreachSent the onboarding emails for a second guest lecturer — slides due 19 October for a 9 November recording, bio and headshot link. Found there is no safe way to record a manually onboarded lecturer in the CRM, because tags fire email sequences. CRM to tidy
  • 5 Oct Lecture outreachLogged a new presenter enquiry from the support desk as a backlog card, with the lecture-or-podcast question. Decide format
  • 7 Oct PR projectPulled out what was needed from me in the PR consultant's thread, and replied — recommended the survey go through Facebook and the alumni groups, not email, because the list is fatigued — and folded in the go-ahead for the directory press release. Sent
  • 7 Oct PR projectWrote the survey posts for Facebook and the alumni groups and published the survey — live until 16 October. Reminder 14 Oct
  • 7–8 Oct PR projectReviewed the PR style guide, sent the gap list, drafted a first-pass voice and tone section from the culture and standards material and uploaded it to the shared drive. With consultant
  • 7 Oct Social mediaPulled the social process from the previous day's meeting and outlined it — my role is coach, not copywriter: weekly deployable assets, measure, feed back, build more of what works. Done
  • 7 Oct Social mediaTurned what has and has not worked into a "what works" sheet, with a Word version, for the social media coordinator. Done
  • 7 Oct Social mediaChecked newer analytics, matched the social campaigns to the marketing schedule on the campaign board, and built the October–December cadence calendar and workbook after one campaign was postponed. Questions open
  • 8 Oct Social mediaWorked out a post-writing formula from the CEO's posts, redrafted a run-up post in that style and summarised the process, the sheet and where its information comes from. Done
  • 8 Oct Social mediaBuilt the team engagement workbook from page, Instagram and group data in a browser session, brought its findings into the project and updated the campaign board. One check open
  • 8 Oct Attachment courseBuilt the attachment certificate course structure from the scheme of work — nine modules, 28 topics, seven module assessments and the final self-declaration that releases the certificate, modelled on the autism certificate; module 1's slides formatted. Draft only, invisible to anyone not logged in. Content next

Reactive & admin

3 activities
  • 2 & 7 Oct Meeting recordsRecapped and confirmed the actions from the CEO meeting; pulled the transcript of the 7 October meeting. Done
  • 1–8 Oct Task listKept the master task list current across projects, moved the directory and supervision lines out of it, and chased why the scheduled morning brief kept asking for permission. Done
  • 1–8 Oct SupportAnswered a handful of non-routine customer queries by hand and wrote a summary of open tickets for the support colleague. The human-touch side of Support & Tech Operations. Done

Gone quiet

Thirty-seven open items were found by the automated check and triaged against this week's evidence and the last three weeks'. Ten were already finished, decided or parked, and their markers were corrected rather than reported. These are the ones that genuinely need something.

Nobody is blocking these

needs a decision or a slot in the diary
  • 56 days The right-sized security plan. Three more hardening steps landed on 5 October and a list of what is left was written, but the plan that should govern the next one has not started. Quiet
  • 55 days Member-initiated membership swap. Specified, nothing built. A direct retention lever. Quiet
  • 55 days The "What's New" page embed strategy. Member improvements logged since mid-August are still invisible to members; now also tied to the dashboard redesign. Quiet
  • 43 days The open-course entitlement decision — 110 courses reachable by any logged-in member. Nothing changed, deliberately; the decision is still owed. Quiet
  • 42 days The new-member first-login task. Named again in this week's retention list, but not started. Quiet
  • 59 days Marking worked examples and marksheet population. Mark-sheet files changed this week without a session of mine behind them, so it may have moved through someone else — worth confirming before chasing. Check
  • 27 days The awarding body's logo corrections. Blocked only on me: each course's recognition level is needed before the wording can be written. Mine
  • 10 days Two small faults from the library classification — a course that issues no certificate, and a lecture metric that miscounts five courses. Neither has a slot yet. Quiet

Waiting on other people

needs a chase, not work
  • since Aug The password-field migration — partner responses. Hard external deadline: the platform is retiring the field and the membership plugin will stop supporting it. No movement for a second sweep running. The highest-consequence item on this page. Deadline
  • closes 31 Oct The legacy course migration final notice. Email ready; the partner sends it to his own list — 23 days left. Cancelling the legacy hosting follows once the window closes. Deadline
  • from 1 Nov Library lecture on the 2026 counselling framework update. The framework takes effect in 24 days; the lecture has not started, and the related course audit has the same horizon. Deadline
  • 8, 16, 28 Oct Supervisor-directory billing. Dated checks are due on these dates, a ticket is open with the platform, and renewals fall between now and February. Deadline
  • 8, 12, 14 Oct The cancelled Skills Academy promotion. Social posts are still scheduled for 8, 12 and 14 October. Nothing in this week's evidence shows they were unscheduled, and who does it is an open question. Today
  • 37 days The older marking documents review. Chase
  • 14 days Cards stalling at lecturer onboarding. The steps were sent to the colleague who has to act. Chase
  • since 23 Sept The new platform's PDF question is still with the developer; the database cleanup scope is partly answered by the host's numbers, but the developer's view is awaited. Chase
  • since 21 Sept Insurance business description. The updated company financials still need checking against the policy's wage limits. Confirm
  • since 1 Oct The WhatsApp announcement group is on hold: the same blocker as text reminders — handling member opt-outs. On hold

Deliberately parked, no action needed: cybersecurity staff training · the certificate count · save-back messaging · the list smart-score figures · the wider course-inventory audit · rotating an old access key.

⚠️ Two items carry risk. The course inventory audit contains a course published twice under an identical title — the pattern behind two live member-facing faults. And one site still has its login names exposed; it is the only one left of three, and the fix has to be applied a safer way than last time.

Markers corrected rather than reported — flagged open, actually closed or parked: the text-message application (dropped 2 October); the Skills Academy handbook (completed 3 October); code access on the new product (dropped 3 October); the survey specification (survey published 7 October); the help-widget decision (made 30 September); the moderator-annotation decision (made 28 September); the login-name block (two of three sites done); the list scrub and the course-inventory audit (parked by choice); and the daily agent-audit approval (it ran unattended on 6, 7 and 8 October).

Still open

Carried forward, so they don't quietly disappear.