execution-monitoring

Purpose

Provides CSA with a risk-classified view of committed milestones, surfacing execution blockers, architecture constraint violations, and owner-motion mismatches that threaten delivery.

Freedom Level

Medium — Risk classification requires judgment; corrective actions are role-specific.

Trigger

• Daily/weekly execution sweep for committed scope
• User asks "what's at risk?" or "execution status"
• Pre-governance preparation

Flow

1. Call msx-crm:crm_auth_status.
2. Call msx-crm:get_my_active_opportunities — single call for all active opportunities.
3. Call msx-crm:get_milestones with opportunityIds (batch from step 2), statusFilter: 'active', and includeTasks: true — one call returns committed milestones with inline tasks. If scoped to a single customer, use customerKeyword instead.
4. Classify execution state per milestone.
5. Generate dry-run corrections:
   • msx-crm:update_milestone for risk/status/comments
   • msx-crm:create_task for follow-up actions

Execution State Classification

Decision Logic

• Owner-motion mismatch → flag for reassignment, do not absorb delivery PM work
• Technical blockers → CSA-actionable, produce remediation plan
• Delivery/resourcing blockers → route to CSAM or delivery owner
• Commercial/scope issues → route to Specialist
• Escalate when no recovery activity exists for near-term committed milestone

Output Schema

• risk_dashboard: milestone-level status with reason codes
• remediation_plan: owner + action + due date per item
• owner_mismatch_flags: milestones needing ownership clarification
• dry_run_operations: update/task preview payloads
• next_action: "Execution sweep complete. Would you like to run value-realization-pack for milestones approaching delivery completion?"