FICTIONAL TEACHING EXAMPLE. No real client, staff or financial information.
Project: North Quay customer enquiry portal
Week ending: 6 November 2026
Audience: sponsor Alex Morgan

Friday catch-up / notes from the week:
Overall project status from delivery lead Mia Chen: AMBER.
Pilot with the first 12 support staff is still agreed for 24 November 2026. No revised date has been approved.

Testing: 18 of 20 acceptance checks passed. Two are open: duplicate confirmation emails and the incorrect footer address. Neither is closed yet. Sam Patel owns fixing both by 10 November.
Training: Jordan Ellis finished the first quick-start guide on 5 November. Staff training is booked for 17 November, with Jordan running it.
We still need the supplier's written confirmation that the portal can use the shared mailbox. Mia will get the confirmation by 11 November. Without it we cannot start the pilot.

Budget from finance note, dated 6 November:
Approved budget £18,000.
Spent to date £6,200.
Committed but not yet spent £3,300.
Forecast total cost at completion £16,400. This includes money already spent and committed. Do not add those figures to the forecast.

Decision: Alex to approve either 90 minutes or two hours of staff cover for the training session by 11 November. Jordan recommends 90 minutes. Alex has not approved either option.
Mia asked whether we should include a customer satisfaction survey in the pilot. It was a discussion only. No owner or commitment agreed.

Actions recap:
Sam: fix the two open defects by 10 November.
Mia: obtain written shared-mailbox confirmation by 11 November.
Jordan: send training invitations by 12 November.
