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WLJ_Mutual_Action_Plan_Q3_2026.docx
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Mutual Action Plan — Wright Lindsay Jennings — Q3 2026
1. Milestone: Complete phase 1 user rollout by July 15
2. Milestone: Achieve 80% weekly adoption rate across all timekeepers by August 1
3. Deliverable: Custom reporting dashboard configured and validated by July 30
4. Review: Quarterly business review scheduled for September 12
5. Escalation: Monthly check-in with practice group leads beginning June 1
Key Contacts:
- Client Lead: Sarah Mitchell, Director of Operations
- Internal Lead: Josh Mahoney, Account Manager
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