Close July 2026

The accountability moment: every goal gets an outcome, every miss gets a written retro, and next month's goals are set. Everything locks when you close — the record is permanent.

Step 1 · Unblocker sweep — did these happen?

Choose and install heatmap tool — tool selected, account live, first snippet installed on Carefinder

week of 27 Apr 2026

GA reporting set up — tracking and automated reporting for Carefinder and website

week of 25 May 2026

Step 2 · Goals of July 2026 — the accountability moment

Prove

One website domain

Create final sitemap; deliver 3 new pages by the end of July.

deadline was 31 Jul 2026 · full retro

Prove

Automated Member Onboarding

deadline 10 Aug 2026 is after July 2026 — quick check-in; the full retro comes when the deadline lands

Scale

Carefinder is optimised for organic traffic

deadline 15 Sept 2026 is after July 2026 — quick check-in; the full retro comes when the deadline lands

Step 3 · KPI values for July 2026

Sprint goals completed & sprint velocity · target Increase velocity over time

Breakdown

✓

ResultOn target

Carefinder Adoption · target Increase conversion to 3%

ResultNo data yet

Configurator conversion · target To be set in Month 3

ResultNo data yet

Step 4 · Goals for August 2026 — 2 carried, 1 slot left (max 3)

Goals you keep, change, or that are still before their deadline carry over automatically and count toward the maximum of three. Focus, focus, focus.

Step 5 · Unblocker for the coming month

One small thing that removes friction in August 2026 — it opens the week of 3 Aug 2026and gets answered at that month's close. Leave empty to skip.

Closing as

Closing July 2026 for Product locks all outcomes, retros and values permanently. A mistake? A closed month can be voided (never edited) from its scorecard page.