{{ org }}
Program Management Office
Overall Status
{{ overall }}
PROJECT STATUS REPORT

{{ project }}

{{ cover_sub }}

Reporting Period
{{ sprint }}
{{ period }}
Schedule
{{ sched }}
Target go-live Aug 14
Budget
{{ budget }}
$1.18M of $1.74M
Open Risks
{{ risks }}
0 red · 3 green
OVERALL COMPLETION58%
Prepared by {{ pm }}, Program Manager {{ report_date }}
01
Executive Summary
On Track

{{ ex1 }}

{{ ex2 }}

Velocity
{{ m_vel }}
pts · +3 vs avg
Sprint Goal
{{ m_goal }}
8 / 8 stories
UAT Defects
{{ m_def }}
2 high open
Data Migrated
{{ m_data }}
6% in cleanup

Sprint Burndown — Planned vs. Actual (story points remaining)

D1
D3
D5
D7
D9
D10
Actual Planned

Workstream Status — RAG

Build & Integrations
All Sprint 7 stories merged; connectors stable in staging (Day 9 of 14)
On Track
Data Migration
94% migrated; currency-format cleanup in test (RISK-04)
At Risk
UAT & Quality
Sales pilot underway; 11 defects logged, 2 high severity open
On Track
Change & Training
Champions network live; enablement content on schedule for S10
On Track
Cutover Readiness
Runbook v1.2 approved; rollback rehearsal scheduled for S11
On Track
Decisions Requested This Review

{{ decisions }}

{{ org_f }} · Atlas CRM Migration
Sprint 7 of 12 · Page 2 of 5
02
Milestones & Go-Live Readiness
Gate Pending

Milestone Timeline

Mar 03
S1
Discovery & data audit complete
Field mapping signed off by Sales Ops
Done
Apr 14
S4
Core build & integrations
Email, telephony, and billing connectors live in staging
Done
May 15
S7
Data migration dry run #2 & UAT start
94% migrated; currency cleanup in progress (RISK-04)
Active
Jun 26
S10
UAT sign-off & training
All pilot groups; admin and end-user enablement
Planned
Aug 14
S12
Production cutover & go-live
Cutover weekend; legacy CRM read-only
Planned

Go / No-Go Readiness Criteria

✓
Data migration validated to 100% with reconciliation report
94% — on plan
✓
All integrations passing in staging for 14 consecutive days
Day 9 of 14
~
UAT sign-off from all three pilot groups
1 of 3 started
Zero open high-severity defects
2 high open
Rollback plan rehearsed end-to-end
Scheduled S11
✓
Cutover runbook reviewed & approved
v1.2 approved
~
End-user training delivered to ≥90% of users
Begins S10
Criteria Green
{{ rc1 }}
on plan
In Progress
{{ rc2 }}
tracking
Schedule Buffer
{{ rc3 }}
to go-live gate
Gate Forecast
{{ rc4 }}
date protected
Readiness Note

{{ readiness }}

Critical Path & Dependencies

{{ critpath }}

{{ org_f2 }} · Atlas CRM Migration
Sprint 7 of 12 · Page 3 of 5
03
Risk Register
1 Amber · 0 Red

{{ rr_intro }}

ID
Risk & Mitigation
Severity
Owner
Target
R-04
Legacy currency-format inconsistency fails import validation
Remediation script in test; manual cleanup contingency staffed
Amber
{{ r4_own }}
{{ r4_due }}
R-07
Telephony connector rate limits under peak load
Throughput retest scheduled; vendor tier upgrade pre-approved
Green
{{ r7_own }}
{{ r7_due }}
R-09
Sales-team change resistance at cutover
Champions program live; training plan locked for S10
Green
{{ r9_own }}
{{ r9_due }}
R-11
Cutover-weekend staffing coverage
On-call roster drafted; awaiting committee approval (see §01)
Green
{{ r11_own }}
{{ r11_due }}
RISK-04 — Detail & Escalation Path

{{ r4_detail }}

Records Affected
{{ ra }}
≈4,100 of 68,000
Remediation
{{ rem }}
Target Jun 06
Escalation Trigger
{{ esc }}
If <100% validated
Go-Live Impact
{{ gli }}
Date protected

Open Risks by Sprint

S4
S5
S6
S7

Total tracked risks fell from 8 (S4) to 4 (S7); reds cleared in S5.

Mitigation Progress

RISK-04 cleanup
70%
R-07 throughput
85%
R-09 change mgmt
60%
R-11 staffing
45%
Escalation & Governance

{{ governance }}

{{ org_f3 }} · Atlas CRM Migration
Sprint 7 of 12 · Page 4 of 5
04
Next Period & Approvals
Sprint 8

{{ np_intro }}

Planned Points
{{ np1 }}
7 committed stories
Sprint Dates
{{ np2 }}
10 working days
Days to Go-Live
{{ np3 }}
target Aug 14
Forecast
{{ np4 }}
date protected
Committed for Sprint 8
  • {{ n1 }}
  • {{ n2 }}
  • {{ n3 }}
  • {{ n4 }}
    • Watch Items
  • {{ w1 }}
  • {{ w2 }}
  • {{ w3 }}
  • {{ w4 }}

    • Decision & Action Log

    Ref
    Decision / action
    Owner
    Due
    D-21
    Approve cutover-weekend on-call roster
    Steering committee — this review
    {{ d1 }}
    {{ d1d }}
    A-47
    Validate RISK-04 remediation script to 100%
    Reconciliation pass + sign-off
    {{ d2 }}
    {{ d2d }}
    A-48
    Close 2 open high-severity UAT defects
    Fix, retest, and pilot re-verify
    {{ d3 }}
    {{ d3d }}
    A-49
    Onboard pilot group 2 into UAT
    Access, scripts, and kickoff session
    {{ d4 }}
    {{ d4d }}
    Outlook

    {{ outlook }}

    Approvals

    {{ ap1 }}
    Program Manager · Prepared
    {{ ap2 }}
    Steering Committee Chair · Approved

    {{ distro }}

    {{ org_f4 }} · Atlas CRM Migration
    Sprint 7 of 12 · Page 5 of 5