THE CASE FILE · PLAN OF RECORD · MAINTAINED 2 APRIL ONWARD

The official project plan

Filed with the go memo and maintained for the life of the product. Read it against the calendar: the plan is what was committed, the calendar is what happened, and the revision log at the bottom is the honest bridge between the two.

PLAN OF RECORD · FORM PM-1OWNER: D. OKAFOR

The reminder agent · plan of record

FILED: 2 April, with the go memo
STATUS: v1.3 · maintained
REVIEW: at every phase gate, and at any revocation
PRODUCT: Agent v2, the triager
RUNG AT LAUNCH: 2 · nothing above the break
CLOCK: idea to production 16 weeks · governance ongoing

OBJECTIVE (VERBATIM FROM THE MEMO)

"Draft the routine overdue-invoice outreach in our tone, and put every account it cannot resolve in front of R. Vaughn with the reason it stopped."

SCOPE AT LAUNCH · NON-GOALS CARRY NAMED OWNERS

NON-GOALOWNER OF THE LINE
DisputesM. Ellery
BankruptcyM. Ellery
Credit reportingM. Ellery
Legal escalationLegal
New-terms negotiation, incl. the mid-renegotiation wallT. Brindle, who owns the flag being fresh

PHASES AND GATES · EACH GATE MAY KILL, NARROW, OR REVOKE

PHASEGATE QUESTIONEXIT ARTIFACTWHAT IT TOOK
DecideShould this exist, and as what shape?Go memo, priced alternatives, stopping condition2 shapes withdrawn · Agent v1 killed
DesignWhat may it do, and who answers?Two briefs, approval moment, walls, memory policyThe 20-hours claim · free-text memory
ProveDoes the evidence cover the authority?Eval v3 readout, all-owner signaturesWrite-off authority, suspended w/ conditions
ObserveIs production what the eval promised?Six instruments, incident recordRung 4 refused · kill number retired
OperateIs it still the product we approved?Revision record, sealed decisions, auditsNational accounts revoked in June

MILESTONES · PROJECT CLOCK

WKMILESTONEEVIDENCE
–6Proposal (Agent v1), Februarywithdrawn wk 3
1Before-state week loggedExhibit A
2Demonstration; question closes earlyT1
4Three prototypes; adjudication; dispositionsT2
5Go memo signed; retirement condition includedExhibit B · T3
5–9Design: briefs, approval moment, walls, memoryC, D, E · T4
8–11Eval passes 1–3; readiness; the second killExhibit F · T5
12Launch, rung 2Exhibit G opens
+Operating year: quarter review, accommodations, restoration, year reviewH, I, J, K · T6

GOVERNANCE NUMBERS · WRITTEN BEFORE RESULTS, AMENDED ON THE RECORD

CONTROLAS FILEDSTANDING
Stopping condition (prototypes)>3 of 12 mishandled by the best → no agentmet at exactly 3 · consumed
Retirement condition ("the kill number")<60% approved-without-edit by wk 8 → retireretired while comfortably met · replaced, see rev 1.2
Review budget90 seconds per draft · a chosen numberstanding
Escalation cap≤25 items/wk to M. Ellery, 5 at randomstanding · overflow defers, never absorbs
Write-off authoritygranted under the floor, walledsuspended wk 11

REVISION LOG · THE PLAN IS A MAINTAINED DOCUMENT OR IT IS THEATER

REVWHENCHANGE
1.02 AprilFiled with the go memo. Five non-goals with owners; retirement condition included over objection; costing per 1,000 only, no payback period.
1.1Week 11AMENDED: write-off authority suspended at the Prove gate; restoration conditions recorded (dispute flag ≤1 business day; four dispute-adjacent cases 10/10). Launch scope: nothing above the break.
1.2End of quarterAMENDED: kill number retired while comfortably met. REPLACED: fresh-eyes disagreement on approved drafts >8% for two consecutive months retires the agent. Rung 4 refused; evidence condition attached.
1.3June, operating yrREVOKED: national accounts, on the cumulative diff. RESTORED: write-off authority, both conditions met, re-confirmed through the authority-delegation audit. Scope declaration re-issued.
D. Okafor
M. Ellery
[signed by office]
CF-022 Designed composite · plan v1.0 content is canon