SV-12 · Commitment Tracker

Commitments

Midwest Bus Sales · Beacon Mobility · Org Design

Status Overview · 10 commitments
6
Open
3
In Progress
1
Complete
0
Deferred
All Commitments
  1. 1

    Tarik to work with Karim to define and document the EBITDA attribution method for MBS internal sales by end of Q2.

    In Progress
    Owner: Tarik SentissiDue: 2026-06-30od-commitment-001
    Source Decision · od-decision-001

    Measure MBS internal platform sales on Beacon EBITDA contribution rather than standalone dealership margin.

    Owner: Tarik Sentissi · Target: 2026-07-01
  2. 2

    Karim Jules to deliver consolidated P&L model comparing intercompany bus sales at cost vs. market rate.

    Open
    Owner: Karim JulesDue: 2026-06-14 · overdueod-commitment-002
    Source Decision · od-decision-002

    Karim Jules to model the consolidated P&L impact of restating intercompany bus sales at cost vs. market rate.

    Owner: Karim Jules · Target: 2026-06-14
  3. 3

    Beacon to formalise a minimum 80-lease-per-year commitment in writing and share with MBS GM before Audax board review.

    Open
    Owner: Tarik SentissiDue: 2026-06-28od-commitment-003
    Source Decision · od-decision-003

    Beacon to commit to a minimum of 80 strategic leases per year for 3 years to sustain the full-circle used-bus pipeline.

    Owner: Tarik Sentissi · Target: 2026-06-30
  4. 4

    Tarik to prepare and present the strategic leasing capital allocation proposal at the Audax Q2 board review.

    In Progress
    Owner: Tarik SentissiDue: 2026-06-15 · overdueod-commitment-004
    Source Decision · od-decision-004

    Tarik to present the 80-lease strategic commitment proposal to Audax at the Q2 board review as a capital allocation priority.

    Owner: Tarik Sentissi · Target: 2026-06-15
  5. 5

    Lisa Alterisio to draft and circulate the 21-day lead-time SLA for cross-platform bus reallocation requests.

    In Progress
    Owner: Lisa AlterisioDue: 2026-06-01 · overdueod-commitment-005
    Source Decision · od-decision-005

    Institute a 21-day minimum lead time for any Beacon-to-MBS bus reallocation request exceeding 5 vehicles.

    Owner: Lisa Alterisio · Target: 2026-06-01
  6. 6

    Allegra Swift to formally designate Phil Mathews as the MBS ↔ Beacon DS liaison and communicate this to both teams.

    Complete
    Owner: Allegra SwiftDue: 2026-05-21od-commitment-006
    Source Decision · od-decision-006

    Allegra Swift to designate a named MBS liaison (Phil Mathews) as the single point of contact for all Beacon DS fleet requests.

    Owner: Allegra Swift · Target: 2026-05-21
  7. 7

    Mike Rorison and Allegra Swift to co-design a tiered internal parts pricing model and present a proposal to Tarik.

    Open
    Owner: Mike RorisonDue: 2026-07-15od-commitment-007
    Source Decision · od-decision-007

    Redesign MBS parts pricing for internal Beacon entities using a tiered partnership discount that keeps platform purchases in-house.

    Owner: Mike Rorison · Target: 2026-07-15
  8. 8

    Tarik to schedule and introduce a joint MBS + Beacon segment at the Q3 all-hands, featuring a shared wins story.

    Open
    Owner: Tarik SentissiDue: 2026-07-31od-commitment-008
    Source Decision · od-decision-008

    Include a joint MBS + Beacon segment in the next quarterly all-hands to publicly acknowledge MBS as a Beacon platform asset.

    Owner: Tarik Sentissi · Target: 2026-07-31
  9. 9

    Allegra Swift to commission and scope a Chicago metro service satellite feasibility study, including site options and cost model.

    Open
    Owner: Allegra SwiftDue: 2026-08-01od-commitment-009
    Source Decision · od-decision-009

    Allegra Swift to commission a feasibility study on establishing a service satellite in the Chicago metro market.

    Owner: Allegra Swift · Target: 2026-08-01
  10. 10

    Phil Mathews to submit a territory capacity plan with a business case for a 3rd sales rep position.

    Open
    Owner: Phil MathewsDue: 2026-06-30od-commitment-010
    Source Decision · od-decision-010

    Phil Mathews to draft a territory capacity plan proposing a 3rd sales rep to cover the 1,200-district geography.

    Owner: Phil Mathews · Target: 2026-06-30

Each commitment traces to a workshop decision. The source decision is shown inline to preserve the evidence chain from room to delivery.