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kjh2064 22384d8a5b docs(phase1): add real-time stakeholder approval monitoring system

PHASE-1_APPROVAL_MONITORING.md provides comprehensive monitoring toolkit:

Core Monitoring Features:
✅ Approval Status Dashboard (8 critical items, real-time tracking)
✅ Daily Monitoring Checklist (9 AM, 3 PM, 5 PM gates)
✅ Response Tracking Template (evidence collection)
✅ Critical Timeline with Monitoring Gates (Day 1-6)
✅ Escalation Procedure (3-tier escalation path)
✅ Daily Summary Report Template (stakeholder updates)
✅ Final Sign-off Document (consolidation)
✅ Stakeholder Contact Quick Reference

Timeline Breakdown:
- Day 1 (Today):        Distribution + initial check
- Day 2 (Wed):          Early response collection
- Day 3 (Fri):          🔴 B+C DEADLINE (infrastructure)
- Day 4 (Sat):          🟠 A+D DEADLINE (governance/data)
- Day 5 (Sun):          🟡 E (monitoring, optional)
- Day 6 (Mon):          🔐 Go/No-Go DECISION

Escalation Rules:
- T-2 days:   Friendly reminder email
- T-1 day:    Urgent email (copy manager)
- T-0 same:   Direct phone call
- T+1 overdue: Executive escalation

Critical Success Factors:
- A.1-A.3 (law/compliance) → MUST APPROVE
- B.1-B.2 (infrastructure) → MUST PASS
- C.1 (tools) → MUST PASS
- D.1 (data) → MUST PASS

AGENTS.md: Traceability (all responses documented), Right-Way (structured
process vs ad-hoc), Maturity (complete coordination toolkit).

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>

2026-08-07 14:33:06 +09:00

13 KiB

Raw Blame History

Phase 1 Readiness — Stakeholder Approval Monitoring

Date Created: 2026-08-07
Monitoring Period: 2026-08-07 → 2026-08-12
Owner: Platform Lead
Purpose: Track stakeholder sign-offs in real-time

📊 APPROVAL STATUS DASHBOARD

Critical Path (MUST PASS by 2026-08-12)

Section	Owner	Task	Deadline	Status	Response Date	Notes
A.1	Law Lead	DEC-037 (Source/License/SLA)	2026-08-10	⏳ PENDING	___________	Approval document: ___________
A.2	DataGov Lead	DEC-038 (Calendar/Owner)	2026-08-12	⏳ PENDING	___________	Owner assigned: ___________
A.3	DataGov Lead	DEC-079 (Timezone/SLA)	2026-08-12	⏳ PENDING	___________	SLA confirmed: ___________
A.4	Business Owner	VersionSet (model_id/dataset_id)	TBD	⏳ PENDING	___________	Model ID: __________ Dataset ID: __________
B.1	DBA	Database Connectivity	2026-08-09	⏳ PENDING	___________	Migration 0032 verified: YES / NO
B.2	Backend Lead	Host Running (Debug mode)	2026-08-09	⏳ PENDING	___________	Startup logs attached: YES / NO
C.1	SRE	freeze-versionset.ps1 Dry-run	2026-08-09	⏳ PENDING	___________	Test output: ___________
D.1	Quant Lead	Model/Dataset/Market Data	2026-08-10	⏳ PENDING	___________	Data quality score: _____%

Legend: ⏳ PENDING | ✅ APPROVED | ⚠️ NEEDS INFO | ❌ REJECTED | 🚫 OVERDUE

🔔 DAILY MONITORING CHECKLIST

Every Morning (9 AM)

Check email for overnight responses (A-F sections)
Update dashboard above with latest status
Identify any OVERDUE items (>24h no response)
Note any "⚠️ NEEDS INFO" flagged by stakeholders
Escalate if needed (see Escalation Procedure below)

Daily Afternoon Check (3 PM)

Send reminder emails to sections with no response (see template below)
Verify test execution status (B/C sections)
Compile partial approvals (if any ✅)
Document blockers

End of Day (5 PM)

Record all responses in tracking sheet
Update risk assessment (on-track vs at-risk vs blocked)
Send daily summary to stakeholders (template below)

📬 RESPONSE TRACKING TEMPLATE

For Each Approval Received:

Section: [A/B/C/D/E/F]
Owner: [Name]
Email Received: [Date/Time]
Status: ✅ APPROVED / ⚠️ NEEDS INFO / ❌ REJECTED

Sign-off: [Name] + [Date]
Notes/Blockers:
  - Item 1: [status]
  - Item 2: [status]

Evidence Attached:
  - ✅ / ❌ SQL query results
  - ✅ / ❌ Build logs
  - ✅ / ❌ Test output
  - ✅ / ❌ Approval document

Follow-up Required: YES / NO
  If YES: [Description]

⏰ CRITICAL TIMELINE WITH MONITORING GATES

Day 1 (2026-08-07 — TODAY)

Morning:

Send distribution email to all stakeholders
Log distribution timestamp
Record expected response dates

Evening:

Check for early responses (enthusiastic teams)
Document any immediate questions
Verify all stakeholders received email

Status: 📧 Distribution sent, awaiting responses

Day 2 (2026-08-08 — WEDNESDAY)

Morning:

Check email for responses
Expected: Early B/C responses (infrastructure teams often fastest)
Note: No hard deadline yet (still 1-2 days away)

Afternoon:

Send reminder to B/C if no response
Message: "Infrastructure validation due Friday EOD"

Evening:

Compile first batch of responses
Identify any "⚠️ NEEDS INFO" from stakeholders

Status: 🔄 In progress, early responses expected

Day 3 (2026-08-09 — FRIDAY) 🔴 B+C DEADLINE

Morning:

CRITICAL: Check B+C responses urgently
Infrastructure (B.1-B.3) MUST submit today
Tools validation (C.1-C.3) MUST submit today

Afternoon:

If B/C missing by 2 PM: escalate to Backend Lead / SRE Lead
Verify test results (dry-run outputs, SQL queries)
Document any blockers immediately

Evening (5 PM):

Deadline for B+C: HARD STOP
Tally completed sections
Send Day 3 summary to stakeholders
If missing: trigger escalation protocol

Status: 🔴 CRITICAL DEADLINE — B+C must respond today

Go/No-Go Criteria for B+C:

B.1: Migration 0032 ✅ present
B.2: Host ✅ runs in Debug mode
C.1: freeze-versionset.ps1 ✅ dry-run passes

If GO: Continue monitoring A/D
If NO-GO: Document blocker, escalate to Platform Lead

Day 4 (2026-08-10 — SATURDAY) 🟠 A+D DEADLINE

Morning:

Check A+D responses urgently
Governance (A.1-A.4) MUST submit today
Data quality (D.1-D.2) MUST submit today

Afternoon:

If A/D missing by 2 PM: escalate to Law Lead / DataGov Lead / Quant Lead
Verify approval documents for A.1-A.3
Verify data quality queries for D.1-D.2

Evening (5 PM):

Deadline for A+D: HARD STOP
Tally completed sections (A+B+C+D status)
Send Day 4 summary
If missing: trigger escalation protocol

Status: 🟠 CRITICAL DEADLINE — A+D must respond today

Go/No-Go Criteria for A+D:

A.1: DEC-037 ✅ approved
A.2: DEC-038 ✅ approved
A.3: DEC-079 ✅ approved
D.1: Model/Data ✅ validated

If 3/4 A+ D APPROVED: Continue, may defer A.4 (Business)
If <3/4: Document blockers, escalate immediately

Day 5 (2026-08-11 — SUNDAY) 🟡 E MONITORING (OPTIONAL)

Morning:

Check E responses (monitoring setup, non-blocking)
This is recommended but NOT blocking Phase 1 activation

Evening:

Optional deadline for E
If missing: Can proceed to F decision (E can be set up during Phase 1)

Status: 🟡 OPTIONAL — E does not block Go/No-Go

Day 6 (2026-08-12 — MONDAY) 🔐 FINAL GO/NO-GO

Morning:

Final compilation of all approvals (A-E)
Verify all sign-offs collected
Review blockers (if any)

Noon:

Platform Lead reviews Section F (Go/No-Go Matrix)
Decision: GO vs. NO-GO

Afternoon (Decision Window):

GO (All gates ✅): Send activation signal to SRE

Go decision: APPROVED
Ready for activation: STEP 1-3 (freeze → generate → enqueue)
Launch window: [Date/Time]

NO-GO (Any gate ❌): Document blocker, schedule recovery

No-Go reason: [specific blocker]
Remediation plan: [steps to resolve]
Retry date: [when to re-assess]

End of Day (5 PM):

Final summary email to all stakeholders
Archive all approval documents

Status: 🔐 FINAL DECISION — Go/No-Go declared

🚨 ESCALATION PROCEDURE

When: Section missing response by 50% of deadline (or upon request)

Who: Platform Lead (escalate to)
Escalation Path:

First Reminder (T-2 days): Friendly reminder email, include deadline
Second Reminder (T-1 day): Urgent email, copy manager/lead
Escalation (T-0 same day): Direct phone call to section owner
Executive Escalation (T+1 overdue): Escalate to [Executive Sponsor]

Escalation Email Template:

Subject: URGENT — Phase 1 Readiness [Section X] Validation Overdue

Dear [Section Owner],

Phase 1 shadow run readiness validation is **OVERDUE** for Section [X].

REQUIRED ACTIONS:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
[List specific items from section X that need completion]

DEADLINE: [Date] EOD (in [N] hours)

If you encounter blockers, contact [Platform Lead] immediately.
This is a critical gate for Phase 1 activation.

[Signature]

📈 DAILY SUMMARY REPORT

Template for 5 PM Daily Email to Stakeholders:

Subject: Phase 1 Readiness — Daily Progress (2026-08-0X)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
📊 TODAY'S STATUS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

✅ APPROVED TODAY:
  - [Section X]: [Item] (approved by [Name])
  - [Section Y]: [Item] (approved by [Name])

⏳ STILL PENDING:
  - [Section X]: [Item] — Deadline: [Date]
  - [Section Y]: [Item] — Deadline: [Date]

⚠️ NEEDS INFO (Awaiting Clarification):
  - [Section X]: [Item] — Question: [...]

❌ BLOCKERS (If any):
  - [Section X]: [Item] — Issue: [...]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
🎯 OUTLOOK
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

On-Track: YES / NO
  [Brief assessment: are we tracking to Go/No-Go decision on 2026-08-12?]

Risks:
  - [Risk 1]: [Mitigation plan]

Next Deadline: [Section X] due [Date] EOD

Questions? Contact [Platform Lead]

[Sender]

📋 RESPONSE CONSOLIDATION (Final)

When All Responses Received (by 2026-08-12):

Create final sign-off document:

═══════════════════════════════════════════════════════════════
PHASE 1 READINESS VALIDATION — FINAL SIGN-OFF RECORD
Date: 2026-08-12
═══════════════════════════════════════════════════════════════

SECTION A: GOVERNANCE & APPROVALS
  A.1 (DEC-037):        ✅ APPROVED by [Law Lead] on [Date]
  A.2 (DEC-038):        ✅ APPROVED by [DataGov] on [Date]
  A.3 (DEC-079):        ✅ APPROVED by [DataGov] on [Date]
  A.4 (VersionSet):     ✅ APPROVED by [Business] on [Date]

SECTION B: INFRASTRUCTURE
  B.1 (Database):       ✅ APPROVED by [DBA] on [Date]
  B.2 (Host):           ✅ APPROVED by [BE Lead] on [Date]
  B.3 (Frontend):       ✅ APPROVED by [FE Lead] on [Date]

SECTION C: TOOLS
  C.1 (freeze):         ✅ APPROVED by [SRE] on [Date]
  C.2 (generate):       ✅ APPROVED by [SRE] on [Date]
  C.3 (Runbook):        ✅ APPROVED by [SRE Lead] on [Date]

SECTION D: DATA QUALITY
  D.1 (Model/Data):     ✅ APPROVED by [Quant] on [Date]
  D.2 (PIT Queries):    ✅ APPROVED by [Data Arch] on [Date]

SECTION E: MONITORING (Optional)
  E.1 (Logging):        ✅ APPROVED by [SRE] on [Date]
  E.2 (Alerts):         ✅ APPROVED by [Observability] on [Date]

═══════════════════════════════════════════════════════════════
FINAL DECISION: GO / NO-GO
═══════════════════════════════════════════════════════════════

Decision: ☐ GO (Proceed to Phase 1 activation)
          ☐ NO-GO (Defer, reason: [_____])

Approved By: [Platform Lead]
Date: [Date]
Time: [Time]

Launch Window (if GO): [Date/Time] UTC
Emergency Contact: [Name/Phone]

Next Steps: [STEP 1-3 activation or defer plan]

🎯 SUCCESS CRITERIA

GO Decision Requires:

✅ All Section A items approved (A.1-A.3 MUST, A.4 SHOULD)
✅ All Section B-D items approved (blocking gates)
✅ Section E recommended (non-blocking)
✅ Emergency procedures documented
✅ On-call team briefed

NO-GO Triggers:

❌ Any Section A approval missing (law/compliance)
❌ Any Section B-D approval missing (infrastructure/data)
❌ Unresolved blocker without mitigation
❌ Data quality issue >10% bad rows

📞 STAKEHOLDER CONTACT QUICK REFERENCE

Section	Owner	Email	Phone	Backup
A	Law Lead	___________	___________	___________
A	DataGov Lead	___________	___________	___________
B	Backend Lead	___________	___________	___________
B	DBA	___________	___________	___________
C	SRE Lead	___________	___________	___________
D	Quant Lead	___________	___________	___________
D	Data Architect	___________	___________	___________
E	SRE/Observability	___________	___________	___________

✅ MONITORING COMPLETION CHECKLIST

Dashboard created and printed
Daily checklist scheduled (9 AM, 3 PM, 5 PM reminders)
Escalation procedure defined
Stakeholder contacts populated
Summary report template saved
All monitoring docs in docs/CURRENT/
Final sign-off template prepared

Co-Authored-By: Claude Haiku 4.5 noreply@anthropic.com

13 KiB Raw Blame History

Phase 1 Readiness — Stakeholder Approval Monitoring

📊 APPROVAL STATUS DASHBOARD

Critical Path (MUST PASS by 2026-08-12)

🔔 DAILY MONITORING CHECKLIST

Every Morning (9 AM)

Daily Afternoon Check (3 PM)

End of Day (5 PM)

📬 RESPONSE TRACKING TEMPLATE

⏰ CRITICAL TIMELINE WITH MONITORING GATES

Day 1 (2026-08-07 — TODAY)

Day 2 (2026-08-08 — WEDNESDAY)

Day 3 (2026-08-09 — FRIDAY) 🔴 B+C DEADLINE

Day 4 (2026-08-10 — SATURDAY) 🟠 A+D DEADLINE

Day 5 (2026-08-11 — SUNDAY) 🟡 E MONITORING (OPTIONAL)

Day 6 (2026-08-12 — MONDAY) 🔐 FINAL GO/NO-GO

🚨 ESCALATION PROCEDURE

📈 DAILY SUMMARY REPORT

📋 RESPONSE CONSOLIDATION (Final)

🎯 SUCCESS CRITERIA

📞 STAKEHOLDER CONTACT QUICK REFERENCE

✅ MONITORING COMPLETION CHECKLIST

13 KiB

Raw Blame History