Bellwether blocker and escalation review, Sep 23
Owner: Zoe Hart. Updated Sep 23, 2026.
Review details
For every stalled Bellwether deliverable we decide whether to keep waiting, escalate or change the plan. Each item waits on something outside the Juniper House team, so the question is who asks for it and by when.
What is stuck right now
Four deliverables were at risk at the September review on Sep 16. One blocks the media launch. Late approvals, an unavailable subject expert and two overdue landing page inputs are the causes.
The media launch date is protected
We deferred one article and assigned substitute expertise so the launch keeps its date. The risk reopens if the substitute review finds the evidence incomplete.
Escalation decisions
| Deliverable | Waiting on | Days behind | Escalate to | By when | Owner |
|---|---|---|---|---|---|
| Paid media launch assets | 2 landing page inputs from Bellwether | 4 | Amira Patel directly | Sep 29 | Zoe Hart |
| Cardiology article | Subject expert, substitute now assigned | 6 | No escalation, substitute review | After first draft | Ines Varga |
| Screening landing page | Approval | 3 | Amira Patel | Sep 28 | Zoe Hart |
| September newsletter | Approval | 2 | Amira Patel | Sep 28 | Noah Bishop |
The rule: after 2 business days with no answer from the usual contact, the account director writes to the named approver with a specific date, not a general check in.
Escalation path
- Logged: At risk in the account plan
- Owner asks: Usual contact, 48 hours
- Account director: Writes to the approver
- Change the plan: Defer, substitute or move the date
Escalates approvals and scope questions.
Owns launch inputs and the landing page.
Owns the cardiology article and the substitute review.
Resolution checklist
When to stop waiting and change the plan
If a blocker survives two reviews with no movement, the delivery lead brings a plan B instead of repeating the escalation: a new date, a scoped workaround or a deferral Amira approves.
Decisions from this review
- Zoe Hart asks Amira for the landing page inputs by Sep 29, the last day that keeps the launch date.
- Ines Varga reports on the substitute review after the first draft.
- Noah Bishop raises the 27 unowned webinar registrants at the Sep 30 account meeting. It is not a delivery blocker; it sits outside the retainer.
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