Flip360 CRM · Live Sign in
Pre-Payment Pilot mode. Real CMs · real providers · real conversations. No money moves until Stripe live-wire (AF-9.5). Every activation carries pre_payment_pilot=1. Pilot status →
Flip360 CRM
Reports up to: CFO (Carla Oliver)
Doctrine v1.4 P12 · bottom-up escalation channel · handoffs written to executive_handoffs
Escalate to Carla Oliver
Writes to executive_handoffs · activity_ledger
PMO Director / CFO · Workflow
Programme delivery cadence · Cash runway watch · SteerCo pack the night before · Line manages the agent cards

 PMO Director / CFO — Carla Oliver

I am
the PMO Director and CFO of Flip360. The governance spine. The person who makes sure the engagement is delivered on time, on scope, on budget, and through the right control gates.
I need
a live operating board for the 7 workstreams, every Steerco decision in one register, the RAID log surfaced not buried, OTOSOB traffic-lights against every workstream, and a real-time view of CoSai revenue + NPBT against budget (because that's my Phase 2 performance pool).
So I can
run the 13-week sprint plan through the 4 stage gates (G1→G4), close ≥ 8 Steerco decisions per fortnight, escalate the 1–2 founder calls that need Matt this week, and hand a clean BAU/hypercare to Corrina at G4 cutover on 31 Aug 2026.
So that (financial outcome)
CoSai Revenue+NPBT vs Budget hits target — which is the trigger for my Phase 2 performance pool per engagement.tsx framework §5.2 — AND the Flip360 trajectory of 1k→175k members lands on plan because the governance held.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
cmo community-manager compliance-officer
Retained Business →
customer-success
Shared ·
finance-operator founder pmo-director-cfo ← you cto data-analyst legal people-ops
Your AI colleague · [email protected]
Last action · migration_apply on 0045_af105_founder_docs_and_review_queue (06 July, 09:24 am)
Contract
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
Your AI colleague · [email protected]
Last action · migration_apply on 0045_af105_founder_docs_and_review_queue (06 July, 09:24 am)
Contract
AI colleague ledger — [email protected]
Every action taken today, on the same schema as human actions (Blended Workforce Doctrine Principle 5).
WhenVerbWhatSubjectHuman tap?
06 July, 09:24 am migration_apply 0045_af105_founder_docs_and_review_queue
06 July, 03:36 am ratify_by_steerco SteerCo retrospective ratification of pre-D-208 hypercare card [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo retrospective ratification of pre-D-208 hypercare card (v1.0 immutable; v1.1 already SteerCo-stamped at D-210 lifecycle cutover) [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo retrospective ratification of pre-D-208 hypercare card [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo retrospective ratification of pre-D-208 hypercare card [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo retrospective ratification of pre-D-208 hypercare card [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo ratification of AF-6 hypercare card (Legal-A) - contract register hygiene, dispute defence drafts, regulator briefs [email protected]
06 July, 03:36 am ratify_by_steerco SteerCo ratification of AF-6 hypercare card (People-A) - onboarding + doctrine literacy + AI Colleague Contract audit gate [email protected]
06 July, 01:14 am ratify_by_steerco SteerCo ratified CTO-A card v1.0 at scheduled SteerCo gate [email protected]
06 July, 01:14 am ratify_by_steerco SteerCo ratified Data-A card v1.0 at scheduled SteerCo gate [email protected]
06 July, 01:14 am ratify_by_steerco SteerCo ratified PMO-A card v1.0 at scheduled SteerCo gate [email protected]
06 July, 01:14 am lifecycle_cutover First-ever Hypercare -> Growth lifecycle promotion under Doctrine v1.3 Principle 10 [email protected]>v1.1
06 July, 12:11 am reconcile pmo-director-cfo
05 July, 09:31 pm observe runway-14-months-stable
05 July, 07:31 pm draft steerco-pack-af5-close
05 July, 04:31 pm chase risk-r-204-open-past-sla
Blockages — unblock first, then work the queue
1 blocked
AI has already pinged the receiving role. You may need to escalate.
blocked at pmo-director-cfo
risk-r-204-past-sla
BLOCKED — awaiting Compliance response to chase
overdue 9d
What good looks like
Carla opens the PMO board Monday morning. 5 of 7 workstreams green. 8 decisions ready for SC#2 Wednesday. RAID has 3 fresh items, all owned. Hardening backlog has Tier 0 closing this sprint. Deal Room shows invoices paid, receipts reconciled. By Friday SC#2 closes 9 decisions, founder approves 2, BAU handover plan on track.
What bad looks like
Carla is the only one who knows what's real. Workstreams self-report green when they're amber. Steerco surfaces issues no-one prepped for. Decisions reopen because the register isn't the source of truth. The framework bonus pool slips because budget overruns.
Matt's page