The gaps, as found
14 October 2026, the record as found
SponsorWhere the firm stands, pillar by pillar ControllerEvery gap against the instrument, with its evidence OperatorThe gaps in the tools I use
Trust posture: 1.2, Absent; weakest pillars, tied at 1.0: Identity, Action and Orchestration; verified: 0 of 25 scores.
Sponsor lens
The five pillars
Identity Identity
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Data Data
5 questions in instrument 0.1.0: 2 at level 1, Absent; 3 at level 2, Declared; pillar score 1.6.
Infrastructure Infrastructure
5 questions in instrument 0.1.0: 4 at level 1, Absent; 1 at level 2, Declared; pillar score 1.2.
Action Action
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Orchestration Orchestration
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Controller lens
The five pillars
Identity Identity
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Data Data
5 questions in instrument 0.1.0: 2 at level 1, Absent; 3 at level 2, Declared; pillar score 1.6.
Infrastructure Infrastructure
5 questions in instrument 0.1.0: 4 at level 1, Absent; 1 at level 2, Declared; pillar score 1.2.
Action Action
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Orchestration Orchestration
5 questions in instrument 0.1.0: 5 at level 1, Absent; pillar score 1.0.
Against the instrument
-
Gap I1 The register
Is there a named register of every artificial intelligence (AI) system and agent in use, with an accountable owner for each?
No register existed; IT software inventory had no AI entries; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I2 The manifest
Does each agent carry a written declaration of its purpose, scope, permitted tools and data, and the human it answers to?
Nothing of the kind was found, and the sheet cites no evidence; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I3 Non-human identity
Do agents act under their own credentials, distinct from any person's, so that an action can be attributed to the agent rather than to a human account?
All use under personal or individual accounts; Copilot under user identities with no service identity; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I4 Lifecycle
Are agents onboarded and retired like staff, with provisioning, periodic review, and decommissioning recorded?
Two departed users still licensed on the pilot; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I5 Scope enforcement
Are an agent's permissions technically bounded to its declared scope, with out-of-scope activity blocked and reviewed?
No scope declared anywhere; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap D1 Data classes and permitted use
Do people and agents know which classes of data exist and which may be used with which AI tools?
Confidentiality policy classifies client data; no permitted-use guidance for AI; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap D2 Provenance
For an AI output that reaches a customer or a decision, can the source data behind it be identified?
No practice; summaries and drafts carry no source; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap D3 Leakage visibility
Is there a record of what data leaves the organization into external AI services?
DNS logs show destinations on managed devices; no content visibility; no client-site coverage; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap D4 Quality at the point of use
Is data quality measured where the AI consumes it, not only where it is stored?
Not applicable to current use; scored absent; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap D5 Consent and retention
Are consent, retention, and deletion rules enforced on the data AI systems store, including prompts and outputs?
Document-management retention configured; transcripts under a personal account with vendor default retention; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap N1 Architecture record
Is there a current picture of where AI runs, which models and vendors are involved, and how they connect to internal systems?
No picture of AI connections; Copilot tenant undocumented; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap N2 Logging
Are prompts, tool calls, and outputs logged with time, actor, and version, and retained?
Copilot tenant logs exist for 20 users; nothing for consumer use; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap N3 Log integrity
Can the organization show that AI logs are complete and unaltered?
Never considered; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap N4 Environment separation
Are development, test, and production separated for AI systems and agents, with production changes controlled?
Not applicable to current use; scored absent; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap N5 Stop and roll back
Can any AI system or agent be stopped, rolled back, or have its access revoked within a defined time by a named person?
No procedure; IT could revoke Copilot licenses on request; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A1 Declared actions
Is the set of actions each agent may take written down and approved, distinguishing at least read, draft, send, commit, and pay?
Nothing written; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A2 Effect thresholds
Are thresholds defined above which a human must approve, for money, customer commitments, external communication, and irreversible changes?
Professional review norms exist for signed work; nothing stated for AI drafts; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A3 Action record
Is every consequential action attributable to an agent, a trigger, and an approver?
No record of what AI contributed to any deliverable; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A4 Drift monitoring
Is an agent's behavior compared against its declared intent over time, with deviations surfaced to a person?
No intent declared; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A5 Guardrails and refusals
Are consequential actions technically gated rather than only instructed, and are refusals and escalations tested?
Nothing of the kind was found, and the sheet cites no evidence; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap O1 Named controller
Is there a single accountable function for AI operations across the business, with authority over every registered system?
Quality and risk partner by default since August; no charter; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap O2 Flight plan
Before an agent is deployed, is there an approved plan stating purpose, route, checkpoints, and abort conditions?
Copilot pilot had an email not a plan; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap O3 Fleet view
Can leadership see, at one time, every active agent, its status, and its recent actions?
None; the register did not exist; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap O4 Incident practice
Are AI incidents recorded, classified, and reviewed with a named owner, and do findings change practice?
No AI incident has been recorded because none has been recognized; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap O5 Delegation recalibration
Is the authority delegated to agents reviewed and adjusted as they gain scope, on a schedule and on a trigger?
Nothing of the kind was found, and the sheet cites no evidence; judged by Dale Martin on 14 October 2026 against instrument 0.1.0
In the register: structural gaps
-
Document summarization has no agent, no owner and no Tail Number
The tool is an AI product or feature that no agent in the register calls, so it has no agent, no owner and no Tail Number. An assessor declares an agent for it or retires it.
Concerns Document summarization.
Derived from the record: no agent calls this AI tool -
Email and memo drafting (HRL-ADV-EML-0007) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-ADV-EML-0007 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-ADV-EML-0007, Email and memo drafting.
Derived from the record: this agent's passport is incomplete -
Client-call transcription (HRL-ADV-TRN-0003) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-ADV-TRN-0003 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-ADV-TRN-0003, Client-call transcription.
Derived from the record: this agent's passport is incomplete -
Management letter drafting (HRL-AUD-MLT-0002) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-AUD-MLT-0002 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-AUD-MLT-0002, Management letter drafting.
Derived from the record: this agent's passport is incomplete -
Routine client message answering (HRL-FIN-MSG-0011) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-FIN-MSG-0011 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-FIN-MSG-0011, Routine client message answering.
Derived from the record: this agent's passport is incomplete -
Copilot pilot (HRL-IT-CPL-0005) lacks purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0005 with no purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0005, Copilot pilot.
Derived from the record: this agent's passport is incomplete -
Copilot pilot license, departed user (HRL-IT-CPL-0008) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0008 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0008, Copilot pilot license, departed user.
Derived from the record: this agent's passport is incomplete -
Copilot pilot license, departed user (HRL-IT-CPL-0009) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0009 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0009, Copilot pilot license, departed user.
Derived from the record: this agent's passport is incomplete -
Proposal drafting (HRL-MKT-PRO-0004) lacks purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-MKT-PRO-0004 with no purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-MKT-PRO-0004, Proposal drafting.
Derived from the record: this agent's passport is incomplete -
Returning-client briefing (HRL-TAX-BRF-0010) lacks autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-BRF-0010 with no autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-BRF-0010, Returning-client briefing.
Derived from the record: this agent's passport is incomplete -
Prior-year return summarization (HRL-TAX-RET-0001) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-RET-0001 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-RET-0001, Prior-year return summarization.
Derived from the record: this agent's passport is incomplete -
Rule explanation and research (HRL-TAX-RSH-0006) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-RSH-0006 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-RSH-0006, Rule explanation and research.
Derived from the record: this agent's passport is incomplete -
Orrin Notes on EMP-0142's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Orrin Notes (EMP-0142).
intake/expense-export.csv -
Orrin Notes on EMP-0267's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Orrin Notes (EMP-0267).
intake/expense-export.csv -
Tessellate Slides on EMP-0012's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Tessellate Slides (EMP-0012).
intake/expense-export.csv -
Tessellate Slides on EMP-0350's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Tessellate Slides (EMP-0350).
intake/expense-export.csv -
Client message assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Client message assistant.
Derived from the record: this tool serves no stated goal -
Copilot serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Copilot.
Derived from the record: this tool serves no stated goal -
Corvid Assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Corvid Assistant.
Derived from the record: this tool serves no stated goal -
Meeting assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Meeting assistant.
Derived from the record: this tool serves no stated goal -
Meeting transcription serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Meeting transcription.
Derived from the record: this tool serves no stated goal -
Keystone Office Cloud, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Keystone Office Cloud, Inc..
Derived from the record: this vendor serves no stated goal -
Practica Practice Management, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Practica Practice Management, Inc..
Derived from the record: this vendor serves no stated goal -
Archway Document Management, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Archway Document Management, Inc..
Derived from the record: this vendor serves no stated goal -
Confera Video, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Confera Video, Inc..
Derived from the record: this vendor serves no stated goal -
Corvid AI, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Corvid AI, Inc..
Derived from the record: this vendor serves no stated goal -
Tessellate, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Tessellate, Inc..
Derived from the record: this vendor serves no stated goal -
Orrin Technologies, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Orrin Technologies, Inc..
Derived from the record: this vendor serves no stated goal -
Client call notes serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Client call notes.
Derived from the record: this process serves no stated goal -
Copilot pilot work serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Copilot pilot work.
Derived from the record: this process serves no stated goal -
Email and memo drafting serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Email and memo drafting.
Derived from the record: this process serves no stated goal -
Management letter drafting serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Management letter drafting.
Derived from the record: this process serves no stated goal -
Prior-year return review serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Prior-year return review.
Derived from the record: this process serves no stated goal -
Routine client messages serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Routine client messages.
Derived from the record: this process serves no stated goal -
Tax and accounting rule research serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Tax and accounting rule research.
Derived from the record: this process serves no stated goal
Operator lens
Gaps in the register that touch my tools
-
Document summarization has no agent, no owner and no Tail Number
The tool is an AI product or feature that no agent in the register calls, so it has no agent, no owner and no Tail Number. An assessor declares an agent for it or retires it.
Concerns Document summarization.
Derived from the record: no agent calls this AI tool -
Email and memo drafting (HRL-ADV-EML-0007) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-ADV-EML-0007 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-ADV-EML-0007, Email and memo drafting.
Derived from the record: this agent's passport is incomplete -
Client-call transcription (HRL-ADV-TRN-0003) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-ADV-TRN-0003 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-ADV-TRN-0003, Client-call transcription.
Derived from the record: this agent's passport is incomplete -
Management letter drafting (HRL-AUD-MLT-0002) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-AUD-MLT-0002 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-AUD-MLT-0002, Management letter drafting.
Derived from the record: this agent's passport is incomplete -
Routine client message answering (HRL-FIN-MSG-0011) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-FIN-MSG-0011 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-FIN-MSG-0011, Routine client message answering.
Derived from the record: this agent's passport is incomplete -
Copilot pilot (HRL-IT-CPL-0005) lacks purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0005 with no purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0005, Copilot pilot.
Derived from the record: this agent's passport is incomplete -
Copilot pilot license, departed user (HRL-IT-CPL-0008) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0008 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0008, Copilot pilot license, departed user.
Derived from the record: this agent's passport is incomplete -
Copilot pilot license, departed user (HRL-IT-CPL-0009) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-IT-CPL-0009 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-IT-CPL-0009, Copilot pilot license, departed user.
Derived from the record: this agent's passport is incomplete -
Proposal drafting (HRL-MKT-PRO-0004) lacks purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-MKT-PRO-0004 with no purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-MKT-PRO-0004, Proposal drafting.
Derived from the record: this agent's passport is incomplete -
Returning-client briefing (HRL-TAX-BRF-0010) lacks autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-BRF-0010 with no autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-BRF-0010, Returning-client briefing.
Derived from the record: this agent's passport is incomplete -
Prior-year return summarization (HRL-TAX-RET-0001) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-RET-0001 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-RET-0001, Prior-year return summarization.
Derived from the record: this agent's passport is incomplete -
Rule explanation and research (HRL-TAX-RSH-0006) lacks owner, purpose, autonomy level, human checkpoints, and review date on its passport
The register holds HRL-TAX-RSH-0006 with no owner, purpose, autonomy level, human checkpoints, or review date declared, so nobody has written down who answers for it, what it is for, how far it acts, where a person checks it or when it is next reviewed.
Concerns HRL-TAX-RSH-0006, Rule explanation and research.
Derived from the record: this agent's passport is incomplete -
Orrin Notes on EMP-0142's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Orrin Notes (EMP-0142).
intake/expense-export.csv -
Orrin Notes on EMP-0267's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Orrin Notes (EMP-0267).
intake/expense-export.csv -
Tessellate Slides on EMP-0012's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Tessellate Slides (EMP-0012).
intake/expense-export.csv -
Tessellate Slides on EMP-0350's company card has no agent, no owner and no Tail Number
An AI subscription found in the card statements with no agent, no owner and no Tail Number.
Concerns Tessellate Slides (EMP-0350).
intake/expense-export.csv -
Client message assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Client message assistant.
Derived from the record: this tool serves no stated goal -
Copilot serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Copilot.
Derived from the record: this tool serves no stated goal -
Corvid Assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Corvid Assistant.
Derived from the record: this tool serves no stated goal -
Meeting assistant serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Meeting assistant.
Derived from the record: this tool serves no stated goal -
Meeting transcription serves no stated goal
No stated goal of the firm is reached from this tool by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Meeting transcription.
Derived from the record: this tool serves no stated goal -
Keystone Office Cloud, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Keystone Office Cloud, Inc..
Derived from the record: this vendor serves no stated goal -
Practica Practice Management, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Practica Practice Management, Inc..
Derived from the record: this vendor serves no stated goal -
Archway Document Management, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Archway Document Management, Inc..
Derived from the record: this vendor serves no stated goal -
Confera Video, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Confera Video, Inc..
Derived from the record: this vendor serves no stated goal -
Corvid AI, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Corvid AI, Inc..
Derived from the record: this vendor serves no stated goal -
Tessellate, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Tessellate, Inc..
Derived from the record: this vendor serves no stated goal -
Orrin Technologies, Inc. serves no stated goal
No stated goal of the firm is reached from this vendor by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Orrin Technologies, Inc..
Derived from the record: this vendor serves no stated goal -
Client call notes serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Client call notes.
Derived from the record: this process serves no stated goal -
Copilot pilot work serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Copilot pilot work.
Derived from the record: this process serves no stated goal -
Email and memo drafting serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Email and memo drafting.
Derived from the record: this process serves no stated goal -
Management letter drafting serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Management letter drafting.
Derived from the record: this process serves no stated goal -
Prior-year return review serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Prior-year return review.
Derived from the record: this process serves no stated goal -
Routine client messages serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Routine client messages.
Derived from the record: this process serves no stated goal -
Tax and accounting rule research serves no stated goal
No stated goal of the firm is reached from this process by an edge of the record, directly or through what it supports, so it is drawn unattached. A person ties it to a goal or retires it.
Concerns Tax and accounting rule research.
Derived from the record: this process serves no stated goal
Against the instrument
-
Gap I1 The register
Is there a named register of every artificial intelligence (AI) system and agent in use, with an accountable owner for each?
No register existed; IT software inventory had no AI entries; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I2 The manifest
Does each agent carry a written declaration of its purpose, scope, permitted tools and data, and the human it answers to?
Nothing of the kind was found, and the sheet cites no evidence; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I3 Non-human identity
Do agents act under their own credentials, distinct from any person's, so that an action can be attributed to the agent rather than to a human account?
All use under personal or individual accounts; Copilot under user identities with no service identity; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I4 Lifecycle
Are agents onboarded and retired like staff, with provisioning, periodic review, and decommissioning recorded?
Two departed users still licensed on the pilot; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap I5 Scope enforcement
Are an agent's permissions technically bounded to its declared scope, with out-of-scope activity blocked and reviewed?
No scope declared anywhere; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A1 Declared actions
Is the set of actions each agent may take written down and approved, distinguishing at least read, draft, send, commit, and pay?
Nothing written; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A2 Effect thresholds
Are thresholds defined above which a human must approve, for money, customer commitments, external communication, and irreversible changes?
Professional review norms exist for signed work; nothing stated for AI drafts; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A3 Action record
Is every consequential action attributable to an agent, a trigger, and an approver?
No record of what AI contributed to any deliverable; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A4 Drift monitoring
Is an agent's behavior compared against its declared intent over time, with deviations surfaced to a person?
No intent declared; judged by Dale Martin on 14 October 2026 against instrument 0.1.0 -
Gap A5 Guardrails and refusals
Are consequential actions technically gated rather than only instructed, and are refusals and escalations tested?
Nothing of the kind was found, and the sheet cites no evidence; judged by Dale Martin on 14 October 2026 against instrument 0.1.0
The gaps, at day ninety
12 January 2027, ninety days after as found; no re-measurement is recorded yet, so every entry in this state is a projection
SponsorWhat moved in ninety days ControllerEvery gap re-judged at the re-measurement OperatorWhat changed in the tools I use
Sponsor lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Controller lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Operator lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Assumptions behind this projection
- Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.
- Elaine Marsh, managing partner, owns that action.
- The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.
- Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.
- Daniel Okoro, quality and risk partner, owns that action.
- Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.
- Luis Herrera, director of information technology, owns that action.
- Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.
The gaps, one year ahead, projected
14 October 2027; every entry in this state is a projection
SponsorWhere the firm expects to stand in a year ControllerThe levels targeted at the next annual re-measurement OperatorWhat my tools are expected to meet
Sponsor lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Controller lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Operator lens
- Gap A1 Declared actionsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A2 Effect thresholdsAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap A3 Action recordAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D1 Data classes and permitted useAssumption: Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.Assumption: Elaine Marsh, managing partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D2 ProvenanceAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D4 Quality at the point of useAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap D5 Consent and retentionAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I1 The registerAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I2 The manifestAssumption: Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I4 LifecycleAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap I5 Scope enforcementAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N1 Architecture recordAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap N5 Stop and roll backAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O1 Named controllerAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O2 Flight planAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O3 Fleet viewAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O4 Incident practiceAssumption: Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.Assumption: Luis Herrera, director of information technology, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
- Gap O5 Delegation recalibrationAssumption: Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.Assumption: Daniel Okoro, quality and risk partner, owns that action.Assumption: The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.Projected from the assessor's sheet of scores: the plan's target for this question at day ninety, 12 January 2027, set when the plan was written
Assumptions behind this projection
- Action 1 of the ninety-day plan lands: adopt the permitted-use matrix and say so, by 1 November 2026.
- Elaine Marsh, managing partner, owns that action.
- The level is the target the assessor's sheet of scores set for this question at day ninety, on 14 October 2026; it is not a measurement until a re-judgment dated day ninety enters the record.
- Action 3 of the ninety-day plan lands: put the three manifests into force, by 15 November 2026.
- Daniel Okoro, quality and risk partner, owns that action.
- Action 5 of the ninety-day plan lands: close the pilot's gaps and add two manifests, by 15 December 2026.
- Luis Herrera, director of information technology, owns that action.
- Action 2 of the ninety-day plan lands: charter the controller and the forum, by 3 November 2026.