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Program milestone status

Planned against done or forecast sprint for every Q3 2026 milestone, after sprint 5 of 6. Demo data.

11 of 16 On time milestones met or forecast

Demo data

Two projects are running late

Q3 2026 strategic projects, after sprint 5 of 6. As of September 11, 2026. Source: Pecos Mutual milestone plans, updated at the sprint 5 reviews (fictional).

Summary

After sprint 5, 11 of our 16 Q3 milestones are done or forecast in their planned sprint. Three projects are on track. Two are late: agent commission statements by one sprint, and the payroll reporting API by up to two. Two milestones will move into Q4.

Charts

  • Planned sprint
  • Done or forecast on time
  • Done or forecast late
Q3 milestones: planned sprint against done or forecast sprint11 of 16 milestones were met or are forecast in their planned sprint. Late: Agent commission statements online, Statements viewable for pilot agents (S2 to S3); Agent commission statements online, Paper statements switched off (S6 to Q4 S1); Payroll reporting API for large employers, First employer reports by API (S3 to S4); Payroll reporting API for large employers, Validation and error messages (S5 to S6); Payroll reporting API for large employers, Ten employers live (S6 to Q4 S2).S1S2S3S4S5S6Q4 S1Q4 S2Today, end of S5Claims status for injured employeesStatus page live for pilot claimsStatus page live for pilot claims: planned S2Status page live for pilot claims: done S2Text alerts on status changeText alerts on status change: planned S4Text alerts on status change: done S4Open to all injured employeesOpen to all injured employees: planned S6Open to all injured employees: forecast S6Agent commission statements onlineStatements viewable for pilot agentsStatements viewable for pilot agents: planned S2Statements viewable for pilot agents: done S3 (late)+1 sprintDownloadable PDF and CSVDownloadable PDF and CSV: planned S4Downloadable PDF and CSV: done S4Paper statements switched offPaper statements switched off: planned S6Paper statements switched off: forecast Q4 S1 (late)+1 sprintProvider portal identity upgradeNew sign-in for pilot providersNew sign-in for pilot providers: planned S1New sign-in for pilot providers: done S1Multi-factor sign-in for allMulti-factor sign-in for all: planned S3Multi-factor sign-in for all: done S3Old sign-in retiredOld sign-in retired: planned S5Old sign-in retired: done S5Access reviews automatedAccess reviews automated: planned S6Access reviews automated: forecast S6Payroll reporting API for large employersFirst employer reports by APIFirst employer reports by API: planned S3First employer reports by API: done S4 (late)+1 sprintValidation and error messagesValidation and error messages: planned S5Validation and error messages: forecast S6 (late)+1 sprintTen employers liveTen employers live: planned S6Ten employers live: forecast Q4 S2 (late)+2 sprintsUnderwriting rules refreshRules inventory and ownersRules inventory and owners: planned S2Rules inventory and owners: done S2Top 40 rules rewrittenTop 40 rules rewritten: planned S4Top 40 rules rewritten: done S4Old rules engine retiredOld rules engine retired: planned S6Old rules engine retired: forecast S6
11 of 16 milestones were met or are forecast in their planned sprint. Late: Agent commission statements online, Statements viewable for pilot agents (S2 to S3); Agent commission statements online, Paper statements switched off (S6 to Q4 S1); Payroll reporting API for large employers, First employer reports by API (S3 to S4); Payroll reporting API for large employers, Validation and error messages (S5 to S6); Payroll reporting API for large employers, Ten employers live (S6 to Q4 S2). Demo data, Q3 2026 strategic projects, after sprint 5 of 6.

Findings

  • Claims status, the provider identity upgrade and the underwriting rules refresh are on track, with every milestone done or forecast on time.
  • Agent commission statements will finish one sprint late. Switching off paper statements moves into Q4 sprint 1, after a late start in sprint 2.
  • The payroll reporting API has slipped each milestone. Integration with large employers' payroll systems has taken longer than its design review assumed. "Ten employers live" is now forecast for Q4 sprint 2.
  • The two late projects both depend on teams that were busy with incidents in August and September.

Actions

  • Project Manager, payroll reporting API: re-plan the last milestone with the Product Owner, and bring the Q4 effect to Quarterly Planning as a dependency.
  • Program Manager: reserve Q4 sprint 1 and 2 capacity for the two milestones that move into Q4, before new projects start.
  • Project Managers: update forecasts again at the sprint 6 reviews on Sep 25.

Data

Q3 2026 milestones by project (demo data, as of 2026-09-11)
ProjectMilestonePlannedDone or forecastStateForecast
Claims status for injured employeesStatus page live for pilot claimsS2S2DoneOn time
Claims status for injured employeesText alerts on status changeS4S4DoneOn time
Claims status for injured employeesOpen to all injured employeesS6S6ForecastOn time
Agent commission statements onlineStatements viewable for pilot agentsS2S3DoneLate
Agent commission statements onlineDownloadable PDF and CSVS4S4DoneOn time
Agent commission statements onlinePaper statements switched offS6Q4 S1ForecastLate
Provider portal identity upgradeNew sign-in for pilot providersS1S1DoneOn time
Provider portal identity upgradeMulti-factor sign-in for allS3S3DoneOn time
Provider portal identity upgradeOld sign-in retiredS5S5DoneOn time
Provider portal identity upgradeAccess reviews automatedS6S6ForecastOn time
Payroll reporting API for large employersFirst employer reports by APIS3S4DoneLate
Payroll reporting API for large employersValidation and error messagesS5S6ForecastLate
Payroll reporting API for large employersTen employers liveS6Q4 S2ForecastLate
Underwriting rules refreshRules inventory and ownersS2S2DoneOn time
Underwriting rules refreshTop 40 rules rewrittenS4S4DoneOn time
Underwriting rules refreshOld rules engine retiredS6S6ForecastOn time

Source: Pecos Mutual milestone plans, updated at the sprint 5 reviews (fictional). As of September 11, 2026. All figures are fictional demo data.