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.
Inside the tool
Status Updates
Create a clear, current reporting trail for Q4 Sales hiring.
9 updates · 3 contributors · Project scope
1 · Reporting brief
Choose the audience and change window
Each generation starts where the previous generation stopped.
2 · Review and refine the draftDRAFTED BY MERIDI
TL;DR
Laptops for all six Q4 hires have shipped. Two Okta licenses are the one open issue before Oct 6.
Key Progress
Completed: Laptops dispatched (IT Account Setup & System Access)
Risks & Decisions
Issue: two Okta licenses short for the Q4 cohort · High
Decision: ship laptops to home addresses · Approved
Next Steps
Jordan Lee confirms Maya Chen’s start date.
3 · Publishing details
Copy draftCancelPost Status Update
Inside the tool
External · Internal · Messenger
Who it’s for: clients, your team, or a short message to paste.
Next draft includes changes since
Meridi covers what changed since its last draft, or the dates you pick.
Generate update
Meridi drafts it when you click, from the project’s records.
Drafted by Meridi
Editable text. Nothing is saved yet.
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.
How it connects.
- BaseProcessesLink each risk, issue or decision to the processes it affects.Explore Processes
- DeliveryProjects and plansContracts set the hours a plan fits within, and updates report milestone progress.Explore Projects and plans
- DeliveryInitiativesItems link to an initiative, and updates carry its Value section.Explore Initiatives
- BaseMeridi AIDrafts status updates and proposes risks and issues, for you to apply.Explore Meridi AI
- DeliveryClient portal and deliverablesShare the risks you choose with the client, read-only.Explore Client portal and deliverables
- BaseJumpstartDrafts risks and issues from your documents, for you to review.Explore Jumpstart
Put it to work.
Explore the workflows that use this tool.
- Change managementRisks and decisions linked to the processes they affect, and status updates drafted from what changed.See how it works
- Value realizationStatus updates that carry a Value section.See how it works
- Client deliveryRisks, issues, contract, budget and status updates on one project.See how it works
| Feature | Free$0 | Base$29/month | Discovery$79/month | Delivery$149/month |
|---|---|---|---|---|
| Contracts, budgets, risks and issues, status updates | Not included | Not included | Not included | Included |