Issues List
Current Quarter: Q1 2026 | Reviewed every Level 10 Meeting
The Issues List is the raw material for the IDS (Identify, Discuss, Solve) process in the Level 10 meeting. Every issue gets a numbered priority, a named owner, and a 7-day deadline.
Active issues go here when identified during Level 10 or flagged ad-hoc. Closed/resolved items are archived quarterly.
Issues — Q1 2026
| # | Issue / Topic | Owner | Priority | Date Opened | Status | To-Do / Resolution (7-Day Deadline) |
|---|---|---|---|---|---|---|
| Open | ||||||
| No active issues yet — this table populates during Level 10 meetings |
Issue Archive — Historical
Issues from past quarters that have been resolved. Archived at quarter close for audit trail.
How Issues Enter The List
| Source | Example |
|---|---|
| Scorecard review (Step 2) | A KPI is Off Track for two consecutive weeks |
| Rock review (Step 3) | A Rock is stalling or blocked by a dependency |
| Customer headlines (Step 4) | A shipper complaint, carrier complaint, or delivery exception |
| Team headlines (Step 4) | A capacity gap, a role misalignment, a tool problem |
| Ad-hoc between meetings | A system failure, a fraud attempt, a billing error |
IDS Rules — How to Work an Issue
- Identify — What’s the root cause? Not the symptom. “Invoices are late” is a symptom. “Ratecons aren’t verified until after delivery” is the root cause.
- Discuss — Every person at the table speaks once. No circular debates. Focus on facts, not opinions.
- Solve — The discussion ends only when a specific action item is created with an owner and a 7-day deadline.
Priority Levels
| Level | Meaning | Response |
|---|---|---|
| 1 — Critical | Revenue, compliance, or safety at risk. Must resolve today. | Immediate escalation to CEO |
| 2 — Urgent | Blocking work for a department. Must resolve within 7 days. | Add to this week’s IDS Top 3 |
| 3 — Important | Process improvement, not blocking. Track for next quarter. | Add to list, solve in future meeting |
Cross-References
| Issue Type | Related UKB Pages |
|---|---|
| Carrier fraud attempt | 02-Carrier-Onboarding (vetting, fraud prevention), Email-Routing (fraud prevention notes) |
| Billing / invoice errors | 04-Invoicing-Factoring (billing workflow), Scorecard (margin leak / chargebacks) |
| System integration failures | 00-Architecture (integration design), Systems |
| Carrier payment delays | 06-Carrier-Payment (payment workflow), Scorecard (AR aging) |
| Scorecard KPI off-track | Scorecard (departmental KPIs), Accountability-Chart (seat ownership) |
| Rock stalling | Quarterly-Rocks (90-day priorities), L10-Meeting (Rock review step) |