Northstar Planning · Orchard Labs

Enterprise Planning Platform

Wren — parking the evaluation here so nothing is lost. When the new finance structure is settled, we can pick this up from where we stopped.

  1. Discovery
  2. Evaluation
  3. Business Case
  4. Security & Legal
  5. Closing
  6. Closed Won
Next step

Confirm who now owns the planning evaluation

Wren Adeyemi · No date set

Your journey

Where we are together

  1. Discovery

    Planning pain confirmed across two divisions.

    Jan 15
  2. Evaluation

    Paused pending a new sponsor.

    Paused
  3. Business case

    Not started.

Your tasks

What we need from you

  • Confirm the new evaluation owner

    Wren Adeyemi · Overdue

What we own
  • Hold the evaluation materials

    Jordan Lee · Feb 20

Your priorities

What this needs to deliver

  • Divisional planning consistency

    Two divisions merged and now plan on different templates.

    Target: single template

Resources
Meetings
  • Evaluation kickoff

    Feb 6 · completed

Your team
  • Wren Adeyemi

    Finance Systems Lead

Northstar Planning
  • Jordan Lee

    Account Executive

Endurance Culture
Guided loop · 1 of 5

The rep sees what needs attention

One pipeline view, ranked by what actually moves. No dashboard archaeology.