Harborline · Calder & FinchMutual action plan
Our path to signature, in the open.
One timeline, two teams, no status-call archaeology. Harborline owns the "Us" rows, Calder & Finch owns the "You" rows, and the countdown below is the same number for everyone.
Target signature date: September 18, 2026
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How to use this document
To the Calder & Finch buying committee: this is the single plan both of our teams work from, and it is live. Mark a milestone done the moment your side finishes it. Flag a blocker the day it appears, not on the next call. Marcus reads the same document you do, so anything you change here is already communicated.
Path to signature
0 of 0 milestones done
Harborline · Calder & FinchMutual action plan
01The plan, phase by phase
Five phases, every milestone owned by a named side with a date attached.
You = Calder & Finch · Us = Harborline. Dates update live when the plan shifts.
Harborline · Calder & FinchMutual action plan
02Open blockers
Anything flagged on a milestone lands here immediately, visible to both sides.
No open blockers.
Session activity
- No activity yet this session. Your actions here appear in this feed.
03What a slip actually costs
Nudge the plan by a week and watch every remaining date move with it.
On schedule
The control shifts only milestones that are not yet done, from two weeks early to four weeks late. It is a what-if for this session, not a signed change: agree any real move with Marcus and Elena first.
04The people who unblock things
One name on each side. If a milestone stalls for more than two days, these two talk.
You · Calder & Finch
Elena Voss
VP Operations · Deal Champion
About this document: this close plan is a living FluidDocs template, not a spreadsheet screenshot that goes stale by Thursday. Both sides work from one timeline, blockers surface the day they appear, and we show you the visits, locations, and interactions so no follow-up is a guess. Duplicate it, edit the CONFIG block at the top of the script, and run your next close in the open.