Workstream live ops · WS6 of 7
WS6 · Vertical Partnerships & BDM · live ops.
Lead: TBA · senior BDM · Provider: CoSai · Current state: Built · Health: Amber
Live board Workstream ops Registers Steerco papers Scoping · CRM CRM · truth doc CRM · features map CRM design · Contact 360° Deal room Hardening backlog Learn (ADKAR) Framework
As of 17 June 2026 ·
Reported by Carla Oliver (WS6 Lead) · pending BDM appointment
1 · Done · Doing · Next
The fortnight rhythm. Refreshed by the WS Lead each Steerco. This is the artefact Steerco reads to know what happened, what's happening, and what's next — without having to read the whole backlog.
Done · last fortnight
BDM shortlist narrowed to 2 + Vertical-1 partner identified
- BDM candidate shortlist narrowed from 6 → 2 across two rounds of interviews
- Preferred candidate identified, second-round interview with Mathew complete
- Vertical-1 primary partner candidate identified (D103 pending SC#1 sector lock)
- Early conversation with Vertical-1 candidate held by Carla
Doing · this fortnight
BDM offer + Vertical-1 sector lock
- WS6-B001 — BDM offer letter being prepared · status: review · 80% complete
- Vertical-1 sector lock awaiting D103 sign-off at SC#1
- Reference checks on BDM preferred candidate complete
Next · upcoming fortnight
BDM appointed + MoU drafted + first referrals
- WS6-B002 — Vertical-1 partner MoU drafted by counsel + signed · target SC#4
- WS6-B003 — Onboarding playbook locked · target SC#4
- WS6-B004 — First referrals flowing through chain · target SC#5
Health · Amber
Amber until BDM signs and Vertical-1 sector is locked. Both items expected resolved within 5 working days post SC#1.
2 · This week · Mon 22 June → Sun 28 June
The Mon-Sun sprint. Items pulled from the backlog into active work for this 7-day window. 1 item in sprint.
WS6-S001 · WS6-B001
P0
In sprint
Senior BDM appointment
Owner Mathew + Carla
Days in 9d
Days left 4d
90% complete
3 · Backlog · 4 items
Everything on the runway for WS6, grouped by status. Each item has an owner, an effort estimate, a target Steerco, and an acceptance test (the single sentence that defines "done").
In sprint 1 item
WS6-B001
P0
Partner
In sprint
Senior BDM appointment
Per Steerco #1 decision D103. Senior BDM appointment is the precondition for Vertical-1 partner conversations. Shortlist narrowed to 2; preferred candidate identified.
Owner Mathew + Carla
Effort 3d
Raised 8 June
Target SC#2 (22 June)
Acceptance test
BDM signs employment letter + announced internally + LinkedIn updated.
Backlog 3 items
WS6-B002
P0
Partner
Backlog
Vertical-1 partner MoU drafted by counsel + signed
Counsel drafts the Vertical-1 partner MoU using the approved template. BDM walks the MoU through with target partner; partner signs.
Owner Senior BDM + counsel
Effort 8d
Raised 8 June
Target SC#4 (20 July)
Blocked by
WS6-B001
Acceptance test
Counter-signed MoU on file + partner row in /app/contacts with PARTNER type.
WS6-B003
P1
Governance
Backlog
Vertical-1 partner onboarding playbook locked
BDM authors the onboarding playbook: first 90 days with a partner, what we supply, what they supply, success metrics, escalation paths.
Owner Senior BDM
Effort 4d
Raised 8 June
Target SC#4 (20 July)
Acceptance test
Playbook published on /pr-media-marketing/partner-onboarding + signed by Mathew.
WS6-B004
P1
Evidence
Backlog
First referrals flow through chain from Vertical-1
Vertical-1 partner refers first members through the platform; referrals show up in /chain with attribution to partner; first commission accrues.
Owner Senior BDM
Effort 2d
Raised 8 June
Target SC#5 (3 Aug)
Acceptance test
/chain shows at least 5 referrals attributed to Vertical-1 partner + commission_rules row triggered.
4 · RAID · WS6 open items
Open Risks, Assumptions, Issues, Dependencies attributed to WS6. Closed items hidden — see the full RAID register filtered to WS6.
| ID | Type | Severity | Title | Owner |
|---|---|---|---|---|
| R002 | Risk | Amber | Senior BDM appointment timing — Vertical-1 partner conversations dependent on BDM seat being filled PMO holds partner conversations until BDM appointed; shortlist narrowed at Steerco #2 |
Carla (PMO) |
| D001 | Dependency | Green | WS4 partner MoU template required before Vertical-1 MoU can be drafted Counsel engagement at Steerco #3 unblocks MoU drafting by Steerco #4 |
Carla (PMO) |
5 · Steerco decisions referencing WS6
D103 · SC#1
Pending
Confirm Vertical-1 partner target sector
WS6 BDM shortlist needs partner sector locked to brief candidates correctly