Phase 2 · Q1 (Jul–Sep 2026)
Q1 Workplan
Nanosonics Meetings
Jeremy Vallo — Strategic Program Manager InterviewJun 29 · 9:00–10:00 AM CT
Attendees Tracey Wozniak
Sarah Ihle — Strategic Program Manager InterviewJun 29 · 12:00–1:00 PM CT
Attendees Tracey Wozniak
Accounts Master Data Sprint WeeklyJul 1 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
- Bill to sign FY27 SOWC
- Pick up the D365 delivery address RACI ownership with Austin Moore — resolved at Jul 13 alignment sessionR
- Advance Program Manager candidate selection toward an early-July startR
0%
Nanosonics Meetings
Internal Communications Kickoff: Quote to InvoiceJul 7 · 3:00–4:00 PM CT
Attendees Charly Davis · Hope Hurd · Jon Brumfield · Jade Garcia · Julie Goad · Juliet Hahn · Sachin Kumar · Samantha Loyd
Accounts Master Data Sprint WeeklyJul 8 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due — Jul 10
- 1.1 Program Charter & Phase RoadmapR
- 1.3 Phase Cadence DesignR
Action Items
- Quick Wins alignment with Austin Moore — completed at Jul 13 alignment sessionR
- Metrics baseline alignment with Austin Moore — completed at Jul 13 alignment sessionR
- Launched Project Naming voteR
- Aligned with Martin on format and content for ACS (Aug 4)R/C
- Invited to present a session at Nanosonics SLT meeting in Sydney, Sep 7–10C
0%
Nanosonics Meetings
Internal Communications Sprint Team StandupJul 14 · 3:00–3:30 PM CT
Attendees Rachael Cassleman (organizer) · Chelsea Waters · Charly Davis · Hope Hurd · Jon Brumfield · Julie Goad · Juliet Hahn · Jeremy McKeehan · Kevin Reinell · Sachin Kumar
Monthly Data Council MeetingJul 14 · 4:00–4:40 PM CT
Attendees Sunny Pillai (organizer) · Adam Irwin · Jon Brumfield · Jason Burriss · Jen Cains · Moji Masoomi · Marydith Palazo · Rahul Raghavan
Int: Vivek Vijayan, Head of Process ImprovementJul 14 · 6:00–6:45 PM CT
Attendees Jennifer Gilio (organizer) · Rachael Cassleman
Cultural Change and Employee Communication ChannelsJul 15 · 2:30–3:30 PM CT
Attendees Bill Haydon (organizer) · Martin Jossie · Austin Moore · Ken McCain · Rachael Cassleman · Samantha Loyd · Tracey Wozniak
Accounts Master Data Sprint WeeklyJul 15 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due — Jul 17
- 1.2 PM Onboarding & Direction FrameworkR
- 2.4b Team Communications ProgramR
- 2.4c Awareness & Internal Messaging ArchitectureR
1.4, 1.5, 1.6 moved to Aug 7 — see Action Items.
Action Items
- Strategic Program Manager hire confirmed — offer accepted by Jeremy Vallo, start date Aug 1R
- Introductory session held with Vivek Vijayan, incoming Operations PMR
- Moved 1.4, 1.5, and 1.6 from Jul 17 to Aug 7 so incoming PMs Jeremy Vallo (Americas) and Vivek Vijayan (Operations) can align under a consistent procedureR
- Opened SharePoint Americas site planning with Samantha Lloyd (Bill's executive admin) — logged to Scope & Change LogR
0%
Nanosonics Meetings
North America Town Hall (Indy - Live & Virtual)Jul 20 · 10:00–11:00 AM CT
Attendees Bill Haydon (organizer) · Company-wide North America staff (~100 attendees)
DRASCI Mapping QuestionsJul 22 · 12:30–1:00 PM CT
Attendees Moji Masoomi (organizer) · Rachael Cassleman
Customer Master Working SessionJul 22 · 1:00–1:30 PM CT
Attendees Rachael Cassleman (organizer) · Tom Reese
Quick wins alignment for ASCJul 22 · 2:30–3:00 PM CT
Attendees Austin Moore
Internal Communications Sprint Team StandupJul 22 · 3:00–3:30 PM CT
Attendees Rachael Cassleman (organizer) · Chelsea Waters · Charly Davis · Hope Hurd · Jon Brumfield · Jade Garcia · Julie Goad · Juliet Hahn · Jeremy McKeehan · Kevin Reinell · Sachin Kumar
Accounts Master Data Sprint WeeklyJul 22 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Intro & alignmentJul 22 · 4:00–4:45 PM CT
Attendees Jen Cains
Quick Wins Alignment for ASCJul 23 · 2:00–2:30 PM CT
Attendees Ken McCain
Deliverables Due — Jul 24
- 1.10 Compliance Remediation TrackerR
- 1.11 Compliance Escalation PathwayR
2.1 moved to Aug 7.
Action Items
None added yet.
0%
Nanosonics Meetings
Intro & alignmentJul 27 · 4:30–5:00 PM CT
Attendees Jen Cains
Introduction — Kevin/RachaelJul 30 · 12:30–1:00 PM CT
Attendees Ken McCain (organizer) · Kevin Nitzel
Analysis Review & Recommendations: Everstage and Power BI FindingsJul 30 · 2:00–3:00 PM CT
Attendees Moji Masoomi (organizer) · Bill Haydon · Martin Jossie · Jon Brumfield · Scott Yanke · D. Rodarmel · Rachael Cassleman
Litmos Training CapabilitiesJul 30 · 6:00–6:30 PM CT
Attendees M. Bujaroska (organizer) · Rachael Cassleman
ASC Panel for Quote to InvoiceJul 28 · 9:30–10:00 AM CT
Attendees Rachael Cassleman (organizer) · Austin Moore · Hope Hurd · Jon Brumfield · Scott Yanke
Master Data Alignment: Delivery AddressJul 28 · 10:00–11:00 AM CT
Attendees Rachael Cassleman (organizer) · Charly Davis
Master Data Alignment: End Customer / Customer SegmentationJul 28 · 1:00–2:00 PM CT
Attendees Rachael Cassleman (organizer) · Jon Brumfield · Moji Masoomi
Internal Communications Sprint Team Standup WeeklyJul 29 · 3:00–3:30 PM CT
Attendees Rachael Cassleman (organizer) · Chelsea Waters · Charly Davis · Hope Hurd · Jon Brumfield · Julie Goad · Juliet Hahn · Jeremy McKeehan · Kevin Reinell · Sachin Kumar
Accounts Master Data Sprint WeeklyJul 29 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
IT Leader for Americas regionJul 29 · 4:30–5:00 PM CT
Attendees Sunny Pillai (organizer) · Rachael Cassleman
NAN ELT Meeting - Quote-to-invoice Project UpdateJul 30 · 4:30–4:45 PM CT
Attendees Caroline Elharyry (organizer) · Bill Haydon
Deliverables Due — Jul 31
- 3.4 IT Roadmap ConfirmationC
Sunny sent the Americas IT leader job description Jul 31. Confirmed recruiting to hire timeline needs to get locked down.
Action Items
- Sunny sent the job description for the Americas IT leader roleC
0%
Nanosonics Meetings
NA Sales Conference PlaceholderAug 3 · All day
Attendees Rachael Cassleman (Nanosonics)
IT Leader Alignment: Rachael / SunnyAug 3 · 6:00–6:30 AM CT
Attendees Sunny Pillai
Accounts Master Data Sprint WeeklyAug 5 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Rachael / Deepak - context to customer service solutionAug 6 · 5:30–6:00 PM AEST (Sydney)
Attendees Deepak Parbhoo (organizer)
Rachael / Jackie ConnectAug 7 · 11:00–11:30 AM CT
Attendees Jackie Woodward
Deliverables Due — Aug 7
- 1.4 Project Prioritization FrameworkR
- 1.5 Issue Escalation ProtocolR
- 1.6 New Workflow Intake GovernanceR
- 2.3 Collaboration & Decision-Making ToolkitR
- 2.4a Executive Communications PlanR
- 2.1 Change Management StrategyR
Action Items
- Finalize content for ACS session (Aug 4)R/C
0%
Nanosonics Meetings
Pricing Master Kickoff DiscussionsAug 10 · 3:00–4:00 PM CT
Attendees Rachael Cassleman (organizer) · Jon Brumfield · Jade Garcia · Micah Rodriguez · Sachin Kumar · Scout Spalding
HCA Master Data DebriefAug 11 · 9:00–10:00 AM CT
Attendees Rachael Cassleman (organizer) · Athena Sinnett · Charly Davis · Jon Brumfield · Jade Garcia · Juliet Hahn · Moji Masoomi · Micah Rodriguez · Scout Spalding · Tom Reese
HCA Master Data: D365 Change Request AlignmentAug 11 · 10:00–11:00 AM CT
Attendees Rachael Cassleman (organizer) · Charly Davis · Jade Garcia · Micah Rodriguez · Tom Reese
1:1 | Rachael & BillAug 11 · 2:00–2:45 PM CT
Attendees Bill Haydon (organizer)
Internal Communications Sprint Team Standup WeeklyAug 11 · 3:00–3:30 PM CT
Attendees Rachael Cassleman (organizer) · Chelsea Waters · Charly Davis · Hope Hurd · Jon Brumfield · Julie Goad · Juliet Hahn · Jeremy McKeehan · Kevin Reinell · Sachin Kumar · Jeremy Vallo
Accounts Master Data Sprint WeeklyAug 12 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Global PMO IntroductionsAug 11 · 4:30–5:00 PM CT
Attendees Rachael Cassleman (organizer) · Jeremy Vallo · Vivek Vijayan
Deliverables Due — Aug 14
- 2.2 Change Impact AssessmentR
Action Items
None added yet.
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklyAug 19 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklyAug 26 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklySep 2 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklySep 9 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due — Sep 11
- 1.7 Master Data Quality ControlsR
- 3.5 Master Data Readiness CertificationR
3.5 gated on Customer Master sprint completion.
Action Items
- Finalize content for Nanosonics SLT session (Sydney, Sep 7–10)C
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklySep 16 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Nanosonics Meetings
Accounts Master Data Sprint WeeklySep 23 · 3:30–4:00 PM CT
Attendees Sachin Kumar (organizer) · Jon Brumfield · Micah Rodriguez · Jade Garcia · Moji Masoomi · Scout Spalding · Juliet Hahn · Tom Reese · Charly Davis
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Nanosonics Meetings
No Nanosonics meetings scheduled yet.
Deliverables Due
None due this week.
Action Items
None added yet.
0%
Phase 2 · Q1 Timeline
Jun 29 – Sep 30, 2026
Jun 29Jul 20Aug 10Aug 31Sep 30
Week 1Jun 29 – Jul 5
Week 2Jul 6 – Jul 12
Week 3Jul 13 – Jul 19
Week 4Jul 20 – Jul 26
Week 5Jul 27 – Aug 2
Week 6Aug 3 – Aug 9
Week 7Aug 10 – Aug 16
Week 8Aug 17 – Aug 23
Week 9Aug 24 – Aug 30
Week 10Aug 31 – Sep 6
Week 11Sep 7 – Sep 13
Week 12Sep 14 – Sep 20
Week 13Sep 21 – Sep 27
Week 14Sep 28 – Sep 30
Phase 2 · Scope Clearance
Scope & Change Log
Item
Status
SharePoint Americas Site (Bill's org) — strategic evaluation with Samantha Lloyd; NALT confirmed scoping only, PMO ownership boundary not yet set
Under Review
Phase 2 · Governance & PMO
Deliverable Register — Pillar 1
1.1
Complete
Program Charter & Phase RoadmapDefines Phase 2 direction and delivery cadence · Bill Haydon · Jul 10
1.2
Complete
PM Onboarding & Direction FrameworkSets direction for incoming PMs Jeremy Vallo (Americas) and Vivek Vijayan (Operations) · Bill Haydon · Jul 17
1.3
Complete
Phase Cadence DesignMilestone calendar, review rhythm, checkpoint schedule · Bill Haydon · Jul 10
1.4
Pending
Project Prioritization FrameworkIntake criteria, trade-off model, dependency scoring · Bill Haydon · Aug 7
1.5
Complete
Issue Escalation ProtocolTriggers, owners, resolution timelines · Bill Haydon · Aug 7
1.6
Pending
New Workflow Intake GovernanceCriteria for what enters scope vs. requires a change order · Bill Haydon · Aug 7
1.7
In Progress
Master Data Quality ControlsProcedures — gated on Customer Master sprint completion · Bill Haydon, Sunny Pillai · Sep 11
1.10
Complete
Compliance Remediation Tracker12 identified items, status, owner, closure dates · Jason Burriss · Jul 24, updated monthly
1.11
Complete
Compliance Escalation PathwayProtocol for newly surfaced compliance issues · Jason Burriss · Jul 24
1.12
Pending
ROI Documentation ReportMeasured outcomes against all 6 engagement metrics · Bill Haydon, Jason Burriss · Jun 2027
Phase 2 · Change Management
Deliverable Register — Pillar 2
2.1
In Progress
Change Management StrategyFull 12-month plan across phases, stakeholder map, risk register · Bill Haydon · Aug 7
2.2
In Progress
Change Impact AssessmentBy phase, by function, by role · Bill Haydon · Aug 14, updated per phase
2.3
Pending
Collaboration & Decision-Making ToolkitFacilitation guides, decision templates, escalation paths · Bill Haydon · Aug 7
2.4a
Complete
Executive Communications PlanMessaging architecture for Bill and Michael · Bill Haydon · Aug 7
2.4b
Complete
Team Communications ProgramMessage framework, manager cascade guides, channel strategy · Bill Haydon · Jul 17
2.4c
Complete
Communications ArchitectureContent calendar, message sequencing by phase · Bill Haydon · Jul 17
2.5
Pending
Change Readiness AssessmentFielded at phase transitions, reported to ELT · Bill Haydon · Dec 2026 & Jun 2027
2.7
Pending
Employee Pulse SurveyNanosonics-owned and executed · Bill Haydon · December
Phase 2 · Executive Advisory
Deliverable Register — Pillar 3
3.4
Pending
IT Roadmap ConfirmationWritten confirmation D365-Salesforce integration is a committed H1 priority · Bill Haydon · Jul 31
3.5
In Progress
Master Data Readiness CertificationCertifies data meets integration threshold · Bill Haydon, Ken McCain, Sunny Pillai · Sep 11
Phase 2 · Recurring
Standing Meetings & Cadence
Weekly Status Report (1.9)Weekly
To All stakeholders · From PM + Allons-Y
Monthly ELT Program Readout (3.1)Monthly
Covers Progress against metrics, phase status, risk flags, decisions required · Acceptor Bill Haydon / Michael Kavanagh
Workflow Impact Assessment (2.6)Bi-weekly
Covers Ongoing review as system and data changes surface new workflow implications
Board-Level Reporting Advisory (3.2)Min. Quarterly
Covers Input on how transformation progress is framed for board audiences · As requested
Long-Range Plan Alignment (3.3)Quarterly
Covers Advisory input on how the transformation connects to FY2027 and beyond
Phase Closure Protocol (1.8)Per Phase Close
Covers Sign-off criteria, lessons captured, handoff documentation