BTO · Monthly Governance Report (MGR) · Worked example Greystone FM Group · 3 packs · 14 contracts · 42 sites · Q2 2026 (Months 1-3) · £184,200 variation value recovered
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Monthly Governance Report
BTO-GFM-GOV-003 · Month 3
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Built to Order™ · Monthly Governance Report Built AI Example Output · Redacted for illustration

Month 3 Governance Report

Greystone FM Group · Reporting period: 1–30 June 2026
Prepared for the Month 3 Governance Review · 7 July 2026
Items Delivered
0
Across 4 weeks · 3 packs
SLA Compliance
0%
Target: ≥ 95%
Quality Score
0%
Target: ≥ 90%
Returned Items
0
↓ from 11 in Month 2
Open Actions
0
2 overdue · 3 on track
Governance Status
On Track
All review gates passed
Scroll to begin
Section 01

Executive Summary

Month 3 headline position across service delivery, quality, governance and forward planning.

Overall assessment: On Track. All three packs are operating within SLA targets. Delivery volume increased 12% month-on-month. Quality score stable at 91%. Two overdue actions (both data-feed related) expected to close by mid-July. Q2 QBR pack issued on schedule. No data incidents, governance breaches or escalations during the period.

Month 3 at a glance

MetricMonth 1Month 2Month 3TargetStatus
Items delivered687887↑ +12%
SLA compliance94%96%97%≥ 95%Met
Quality score88%90%91%≥ 90%Met
Items returned14118↓ Improving
Avg turnaround2.4 days2.1 days1.9 days↓ Faster
Governance breaches0000Clear
Data incidents0000Clear
Section 02

Pack Performance Dashboard

KPI performance for each active pack against agreed targets. All metrics measured over the June reporting period.

Commercial Control Kit™

Items delivered
32
vs 28 in Month 2
+14%
SLA compliance
97%
Target: ≥ 95%
Met
Quality score
89%
Target: ≥ 90%
Near target
Avg turnaround
1.7d
Target: ≤ 48 hrs
Met

Commentary: Volume increase driven by two new contracts entering the variation cycle (Ashford DC and Riverside FM). Quality score at 89% — marginally below the 90% target due to three evidence bundles returned for missing supporting documents. Root cause: site teams not uploading diary extracts within the agreed 48-hour window. Mitigation: reminder issued to all site managers via T. Brennan.

Margin Cockpit™

Items delivered
12
vs 10 in Month 2
+20%
SLA compliance
100%
Target: ≥ 95%
Met
Quality score
96%
Target: ≥ 90%
Exceeding
Snapshot delivery
Day 2
Target: by Day 3
Met

Commentary: Strongest-performing pack. Monthly margin snapshot delivered on Day 2 for the second consecutive month. QBR board narrative draft issued on 25 June and accepted by D. Farrow with minor amendments. Variation pipeline summary added as a new recurring output from Week 11.

The Dispatch Desk™

Items delivered
43
vs 40 in Month 2
+8%
SLA compliance
95%
Target: ≥ 95%
Met (boundary)
Quality score
90%
Target: ≥ 90%
Met
Handover on-time
91%
Target: by 07:30
2 late

Commentary: SLA compliance at 95% — on the boundary. Two morning handovers delivered late (07:42 and 07:38) due to Harland Properties BMS overnight data feed delays. Root cause confirmed with Harland IT — feed schedule adjusted from Week 12. Expect full compliance from July. Priority mapping accuracy improved following the P2/P3 classification clarification in Week 11.

Section 03

Governance Compliance

Review gate compliance, data handling adherence and control framework status for the reporting period.

Review Gate Summary

GateDescriptionFrequencyMonth 3 Status
G1Internal quality review before output handoverEvery item100% passed
G2Client review and acceptanceEvery item91% first-pass
G3Weekly delivery summary issued by 14:00 FridayWeekly4/4 on time
G4Monthly governance report issued by 1st MondayMonthlyIssued 7 Jul
G5Data handling compliance — no unauthorised accessContinuousNo incidents
G6Escalation protocol followed for all L2+ eventsAs requiredNo L2+ events

Data Handling Compliance

ControlStatusNotes
Data received via approved secure channels onlyCompliantAll uploads via encrypted workspace
Access restricted to named delivery teamCompliantNo access changes in period
Processing logs maintainedCompliant87 items logged
No data retained beyond engagement scopeCompliantMonth 1 working files archived per schedule
No subcontracting of data processingCompliantAll processing by Built AI team
Section 04

Issues Log & Actions Register

Open, overdue and closed actions from the reporting period. Overdue items are escalated to the Engagement Lead.

Open Actions

RefActionOwnerDueStatus
A-017Harland BMS data feed schedule adjustment — confirm fix appliedL. Osei / Harland IT14 JulOverdue (from W12)
A-019Site diary upload SOP — reissue reminder to all site managersT. Brennan10 JulOverdue
A-021P2/P3 priority mapping matrix — update Dispatch Desk template with Harland SLA v2.1Built AI (R. Chen)18 JulOn track
A-022Q2 QBR follow-up actions — document and distributeBuilt AI (J. Whitmore)11 JulOn track
A-023RAMS Factory new use-case assessment — draft for COO reviewBuilt AI (J. Whitmore)25 JulOn track

Closed in Period (6)

RefActionClosedResult
A-011Variation narrative template v2 — incorporate QS feedback4 JunTemplate updated, deployed from Week 10
A-012Dispatch Desk morning handover format — add overnight callout summary7 JunFormat updated, positive feedback from T. Brennan
A-013Margin Cockpit — add variation pipeline summary as recurring output10 JunFirst issue Week 11, accepted
A-014Data ingestion validation — add file-size check for corrupt uploads12 JunAutomated check deployed
A-015CCK evidence bundle — standardise document index format18 JunIndex template v2 deployed
A-016Q2 QBR pack — draft and issue for COO review25 JunIssued on schedule, accepted with minor amendments
Section 05

Recommendations

Forward-looking recommendations from the Built AI delivery team for the Month 3 governance review discussion.

1. Close overdue actions by 14 July

Two actions (A-017 BMS feed, A-019 site diary SOP) are overdue. Both are client-side dependencies. Recommend escalation to T. Brennan and L. Osei at the governance review with a hard close date of 14 July to prevent recurrence.

2. RAMS Factory assessment

During Month 3 delivery, Built AI identified recurring mobilisation delays across three Greystone contracts linked to RAMS production bottlenecks. Recommend a formal new use-case assessment for RAMS Factory™ as a fourth pack. Draft assessment to be issued by 25 July (Action A-023).

3. CCK quality improvement

CCK quality score at 89% is marginally below target. Root cause is missing site diary inputs, not output quality. Recommend a structured data-readiness checklist for site teams to complete before the Monday upload window, reducing revision cycles.

4. Dispatch Desk SLA buffer

Morning handover SLA (07:30) has been missed twice in 3 months, both due to late external data feeds. Recommend either adjusting the SLA to 07:45 or formalising the Harland BMS feed SLA as a dependency — so the root cause is tracked in the right place.

Section 06

Next Period — July 2026

Key dates, planned activities and governance touchpoints for Month 4.

DateActivityOwner
7 JulMonth 3 Governance Review (this meeting)Built AI + Greystone Leads
11 JulQ2 QBR follow-up actions distributedJ. Whitmore
14 JulHard close date for overdue actions A-017, A-019L. Osei / T. Brennan
18 JulP2/P3 priority mapping template update deployedR. Chen
25 JulRAMS Factory new use-case assessment draft issuedJ. Whitmore
4 AugMonth 4 Governance ReviewBuilt AI + Greystone Leads
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QBR · Quarterly Business Review
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