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Edit Status Update — April 2026
1. Insurance Broker RFP*
Reporting Period
Progress (%)
Scope
—
Red
Yellow
Green
Schedule
—
Red
Yellow
Green
Budget
—
Red
Yellow
Green
Root Cause (if Yellow / Red)
—
3rd Party
3rd Party Vendor
Analytics Resource
Analytics Resource Constraint
Funding
IT Resource
IT Resource Constraint
Legal / Contract
Other Resources Constraint
Scope Creek
Time Estimate to Complete
Mitigation Plan / Solution
Stakeholder Value
Team member value. Affordable benefits packages
Shareholder Value
Fiscal responsibility, employee satisfaction and retention
KPIs
Monthly Update Notes
Part of 100 Day Plan - Draft RFP created, evaluation matrix completed, internal meetings start next week. 6 RFPs receoved. Workgin through presentations.
Start Date
End Date
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