Initiative Register
Illustrative rows for a fictional expense management company, Ledgerline.
| ID | Initiative | Team | Qtr | Level | Effort | Evidence |
|---|---|---|---|---|---|---|
| 001 | SOC 2 evidence automation | Payments | 26Q1 | Committed | 5 | 3 deals blocked, 340k ARR |
| 002 | Chargeback dispute flow | Payments | 26Q1 | Committed | 4 | 7 interrupt items in 25Q4 |
| 003 | Multi-currency settlement | Payments | 26Q1 | Committed | 3 | none recorded |
| 004 | Processor failover | Payments | 26Q1 | Planned | 4 | 2 incidents, same cause |
| 005 | Partial refund support | Payments | 26Q1 | Planned | 3 | 88 support requests |
| 020 | Spend forecasting | Payments | none | Directional | n/a | 2026 strategy deck |
| 022 | Receipt OCR replacement | Mobile | 26Q1 | Exploring | n/a | 11% error rate, n=400 |
Committed and Planned rows load the quarter. Directional and Exploring rows never do. Initiative 003 is committed on an offsite conversation with no evidence attached, which is why it is the first thing that comes off.