Forthright Solutions - Portfolio Summary

### 2026-03-16
**Participants:** Emmanuel Tucker, Katie S
**Summary:** Spoke with Katie and prioritized and assigned items out. It looks like the team will be able to complete the majority of the March 2026 priorities. Potential blockers include the URS Appeal Filing rebuild (item 10783), Allow video files for domain dispute cases (10785), and Allow Images in Decisions (10789). The rest of the items are mostly on track.
**Status:** Majority of items on track; monitoring three potential blockers.
**Next Steps:**
- Monitor progress on items 10783, 10785, and 10789.
- Continue execution on the remaining prioritized items.

### 2026-03-16
**Participants:** Emmanuel Tucker, Jonathan Katzmark
**Summary:** Calendar Integration is moving into an instruction revision and validation step before review. Emmanuel Tucker needs to redo the written instructions to make them easier to follow. Jonathan Katzmark needs to create a Synthesia video and a PowerPoint walkthrough of the process. After that, the team needs a feedback call with Mark Connell, Nicole Cassata, and Robert Capuzzo. If Nicole can run the process successfully from the materials, the instructions can move into review by GK, ET, and TD, and then be posted once approved.
**Status:** On Track; execution now depends on clearer documentation and stakeholder validation.
**Next Steps:**
- ET to rewrite the written instructions.
- JK to create the Synthesia video and PowerPoint walkthrough.
- Schedule feedback call with Mark Connell, Nicole Cassata, and Robert Capuzzo.
- Move instructions into GK / ET / TD review after successful validation.

### 2026-03-05
**Participants:** Emmanuel T, Mark Connell
**Summary:** Spoke with Mark. He plans to test the functionality with a user to confirm external-user behavior and refresh his understanding of feature details. Status remains On Track.
**Next Steps:**
- Mark to run user-based validation test.
- Capture test outcome and decide communication rollout timing.

No project work log entries yet.

### 2026-03-16
**Participants:** Emmanuel T, Chrystal Wedderburn, Mark Heftler, Dafney Stokes, Carrie G.
**Summary:** Users currently have Test Group 2. Two of the three users have completed it so far. The testing deadline is now 2026-03-23. The project remains in the User Testing phase.
**Next Steps:**
- Email Carrie G. testing onboarding instructions.
- Send out Test Group 3 on Monday, 2026-03-23.
- Chrystal and Carrie test Postponement Orders.
- Mark Heftler and Dafney Stokes test Calendar - View.

### 2026-03-09
**Participants:** Emmanuel T, Chrystal Wedderburn, Mark Heftler, Dafney Stokes
**Summary:** The deadline for Test Group 1 has now been met and is checked off. Dafney replied and completed the remaining tests by the end of the week. Team is preparing to transfer Test Group 2 to users, most likely today, with a transfer deadline set for 2026-03-09 by EOD.
**Next Steps:**
- Email Test Group 2 to the users.
- Prepare Test Group 3.

### 2026-03-05
**Participants:** Emmanuel T, Chrystal Wedderburn, Mark Heftler, Dafney Stokes
**Summary:** Chrystal and Mark completed Test Group 1 testing. Dafney has run 78% and passed 92%. Emmanuel emailed Dafney this morning for a status update because testing is past the intended 2026-03-03 deadline. Test Group 2 is targeted for end of week or early next week.
**Next Steps:**
- Email Dafney for an update on testing progress.
- Prepare Test Group 2 to be transferred to users.

### 2026-03-05
**Participants:** Gennadiy Katsnelson, Emmanuel Tucker, Jonathan Katzmark
**Summary:** Emmanuel sent Gennadiy an email requesting account setup for Emmanuel and Jonathan work emails on the ForthrightSolutions GitHub.
**Next Steps:**
- Await provisioning confirmation from Gennadiy.
- Confirm both accounts can access required ForthrightSolutions repositories.

No project work log entries yet.

No project work log entries yet.

### 2026-03-05
**Participants:** Emmanuel Tucker, Jonathan Katzmark, Dan Legierski
**Summary:** Defined direction for a two-level reporting model: contributor portfolio dashboards feeding a CEO master dashboard with weekly rollups. Goal is reducing manual weekly/biweekly reporting effort while giving leadership a self-serve executive view.
**Next Steps:**
- Identify all contributors that need individual portfolio dashboards.
- Define common data model for status, risks, deadlines, and weekly activity.
- Draft CEO dashboard layout and aggregation logic.