First 100 Days progress
58/100
Stage 3 · Project management ↗
58days in
Agency onboarding · First 100 Days
One Sanlam
Track the operating rhythm from immersion to measurable growth across the Sanlam ecosystem.
Choose a planning month01 Jul 2026 — 31 May 2027
Selected planning lens
August 2026 · Handover + complianceClose the final handover gaps and get the evidence trail ready for the September review.Stages complete
02/05
Stage 01Stage 05
Core rituals live
04/05
4 of 5 liveKPI review next
Workflow management
Four workstreams behind the 100-day plan
Click into a workstream to see the timing plan, owners, access scope, and the actions that move its status to green.
Ongoing onboarding
Group product onboarding
82%readiness
18 / 22 actions→
Biggest gainClient quote journey signed off
71%readiness
15 / 21 actions→
Next milestoneBroker accreditation · 04 Sep
64%readiness
12 / 19 actions→
Next milestonePlatform demo booked · 09 Sep
55%readiness
11 / 20 actions→
Needs attentionCompliance pack awaiting agency
48%readiness
9 / 19 actions→
Next milestoneAdviser proposition immersion · 18 Sep
42%readiness
8 / 19 actions→
Needs attentionProposition and approval route to confirm
100-day momentum
Action completion over time
Actions closed 100-day pace
100%75%50%25%0%
100-day pace 70%
56 / 82 onboarding actions closedThe agency is 4 pts ahead of the 100-day pace.
100-day focus
What needs your attention
Next 100-day checkpoint
KPI / SLA review
Target date 12 Sep 2026
3 of 4 prerequisites met75%
✓ Immersion✓ SOW / SLA✓ Cadence live○ KPI review
Marketing campaigns · separate from onboarding
Campaign portfolio at a glance
Once a group product is onboarded, move its marketing and communications work into a tiered campaign dashboard with clear approval gates.
Planned media spendR4.56m
Tier 1 projects02
At-risk spendR1.19m
Active projects06
Spend concentration67% in Tier 1R3.05m of planned media investment
KPI mixGrowth + retention + brandAttrition is a higher-order check than reach
Decision promptDoes the plan solve the problem?Review spend, phase and KPI together
Business groupProject / objectiveTier · planned spendPhase / progressKPI focusAction byStatus
Full agency workflow
From brief to learning loopNo campaigns are currently assigned to this tier or group. Add the first brief to start the workstream.
Campaign view by group
Marketing workstreams by business line
ProductWorkstreamAction byProgressStatus
MiWayQuote & bind journeyBetty Dube 88%Complete→
SantamBroker accreditationPhilile Mkhize 62%On track→
SatrixPlatform & product fluencyRobert Thompson 70%On track→
SanlamCompliance & governanceCharl 42%Attention→
SanlamLead handover processGraham 68%On track→
GlacierAdviser proposition immersionVivian 48%On track→
Private WealthProposition and approval routeAnèl 42%Attention→
Document centre · Workflow layer
Drop completed documents into the plan
Keep the evidence behind each onboarding milestone in the same place as the work. Every upload turns green and counts towards the First 100 Days evidence trail.
Documents complete06
Still required09
Workstreams covered05
Last upload28 Aug
How to use this viewDrop a finished contract, certificate, course record or handover file into its workstream. The item turns green and is counted in the 100-day evidence trail.
PDF · DOCX · XLSX · PPTX · 25 MB max01 · Contract
Legal, SOW & SLA
Signatures, scope and approved ways of working.
Drop completed files hereor choose from your computer
02 · Finances & fees
Commercials & procurement
Fee proposal, PO and invoice rhythm.
Drop completed files hereor choose from your computer
03 · Compliance
Risk, data & approvals
Certificates, security checks and approval matrices.
Drop completed files hereor choose from your computer
04 · Onboarding & inductions
Training & immersion
Attendance, course records and ways of working.
Drop completed files hereor choose from your computer
05 · Work in progress
Project handovers
Assets, contact reports and campaign handover packs.
Drop completed files hereor choose from your computer
First 100 Days activity log
Momentum, in context
A shared record of the moments that changed the onboarding curve.
28 AUG Today
Needs actionSanlam
Compliance pack sent back for final signature
One Sanlam uploaded the missing FSP certificate. Sanlam partner ops to countersign before the 02 Sep review.
26 AUG
Milestone metMiWay
Quote and bind journey signed off
Agency completed the end-to-end test quote. MiWay readiness moved from 68% to 82%.
21 AUG
WorkshopSatrix
Platform demo completed with three advisors
All three advisors completed the core product walkthrough. Feedback session booked for 09 Sep.