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Risks and status updates

What could go wrong, and what needs an update.

Keep risks, issues and decisions linked to the processes they affect, with the contract and budget in view. Ask Meridi to draft a status update from recorded changes, then review and post it.

5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.

Upgrade to Meridi Delivery · $149 a month

Inside the tool

Illustrative example. Harborline is a sample workspace; its people are fictional.

Inside the tool

  1. External · Internal · Messenger

    Who it’s for: clients, your team, or a short message to paste.

  2. Next draft includes changes since

    Meridi covers what changed since its last draft, or the dates you pick.

  3. Generate update

    Meridi drafts it when you click, from the project’s records.

  4. Drafted by Meridi

    Editable text. Nothing is saved yet.

  5. Post Status Update

    Save the update to the project. This doesn’t send an email or external message.

Four kinds of item. One register.

Risks & Issues holds all four, each with its own statuses. A risk that happened is marked Occurred.

Risk

Potential events that could affect delivery.

Active, Mitigated, Closed or Occurred.

Assumption

Beliefs that need validation as delivery progresses.

Active, Validated or Invalidated.

Issue

Current problems that need resolution.

Open, In progress, Resolved or Closed.

Decision

Choices awaiting confirmation or implementation.

Pending, Approved, Rejected or Implemented.

What you can do.

  • One register

    Risks, assumptions, issues and decisions in one place, per project or across projects, with owners, due dates and what’s overdue.

  • Linked to the work

    Link each item to the processes it affects and to an initiative, and choose whether the client sees it in the portal.

  • A priority you confirm

    Meridi suggests a priority from severity, linked pain points and obligations, and a person confirms it with the evidence.

  • Updates drafted on request

    Generate an update from what changed since the last draft, for clients, for the team or as a short message, then edit it and post it.

  • Contract and budget

    Track the contract’s hours and value against the plan, with actual cost from the hours recorded as milestones complete, and a reason for every change to an active contract.

  • Close out the contract

    At the end, defer, transfer, cancel or hold each unfinished item, and keep a record of each decision.

Which plan includes it?

Compare what’s available on Free and each paid plan.

Compare every feature
Risks and status updates in each plan
FeatureFree$0Base$29/monthDiscovery$79/monthDelivery$149/month
Contracts, budgets, risks and issues, status updatesNot includedNot includedNot includedIncluded

Trust the process.

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5 processes free, no credit card. Paid plans from $29 a month.