CenterPointe — Phase Changelog
Purpose: Phase-by-phase delta record. Every time a phase artifact ships or is approved, append an entry here. Read top-to-bottom to see how the spec evolved.
Format: Newest entries on top.
2026-05-07 — Discovery call (post-meeting, same day)
Trigger: 60-75 min discovery call between G&M (Eric, Kristin) and CenterPointe (Marin, Megan)
Source artifact: 2026-05-07-granola-discovery.md and 2026-05-07-granola-discovery-transcript.md
Status: Pre-signing → proposal due 2026-05-19/20
Added (new requirements surfaced)
- Federal-language word filter (real-time, fail-safe, AI-powered)
- AI-powered intake / program-matcher across 40+ programs
- BlackBaud integration for email lists
- Event registration capability
- Sticky 24/7 crisis bar (client validated G&M's pitch)
- Loom training videos for content updates
- New audience path: 988 callers (CenterPointe operates Lincoln's 988)
- New contact: Megan, VP of Development (last name TBD)
Confirmed (validated G&M assumptions)
- Custom WordPress build with accessibility built into design system
- 4-phase / ~120-day timeline
- Defensible-posture framing on May 11 deadline
- 6,300 served annually, 240 employees, 53 years operating, 40+ programs across 3 umbrellas
Renamed / merged
- Inquiry source: was "Web search" → corrected to "ChatGPT / Google search" (AI-assisted, not referral)
Removed / not applicable
- N/A this phase
Still open
- Contractual exit terms with Firespring
- Budget shape (never discussed directly)
- Brand handling (match / refresh / rebrand)
- HHS OCR / counsel position on Section 504
- Federal-language word list (Marin to send)
- BlackBaud login or screenshots (Eric to follow up)
- Payment processor preference (Nelnet / BlackBaud / Stripe)
- Megan's last name + email
Cap impact
- Layouts: not yet quoted
- Modules: not yet quoted
- CPTs: not yet quoted
2026-05-07 — Project hub created (pre-signing)
Trigger: Inbound Project Inquiry (2026-04-30) → Scout pre-call research → discovery call upcoming
Source artifact: assets/2026-05-07-scout-brief.html
Status: Pre-signing
Added
- Project-notes folder scaffolded at
~/.claude/project-notes/centerpointe/ - Pre-call Scout brief with org snapshot, regulatory anchor, competitive landscape, opportunities, talking points
- Initial REQUIREMENTS.md population: 5 audience paths, 5 hard constraints (no overlays, WCAG 2.1 AA floor, etc.), 10 open decisions
Still open / unchanged
- All ten open decisions remain open (no kickoff yet)
- Brand handling, billable status, job number, Harvest/Todoist/Basecamp/Slack integrations all TBD
Cap impact
- Layouts: scope not yet quoted
- Modules: scope not yet quoted
- CPTs: scope not yet quoted
YYYY-MM-DD — phase milestone here (template)
Trigger: what caused this entry (deliverable shipped, client approval, internal revision) Source artifact: link to Figma file, design comp, wireframe, etc. Status: internal · sent to client · approved · superseded
Added
- new pages, features, or requirements introduced in this phase
Renamed / merged
- things that got combined or renamed
Moved
- things that changed location in the IA
Removed
- things that got dropped vs. the previous phase
Still open / unchanged
- carried-forward open questions or unresolved items
Cap impact
- Layouts: impact against design cap
- Modules: impact against ACF module cap
- CPTs: impact against custom post type cap
How to use this changelog
When a phase milestone happens:
1. Append a new entry at the top with date, trigger, source artifact, and status
2. Group changes under: Added · Renamed/merged · Moved · Removed · Still open
3. Note cap impact (layouts, modules, CPTs)
4. Update SITE-ROSTER.md status columns to match
5. Snapshot REQUIREMENTS.md to a frozen file (e.g., REQUIREMENTS-flowchart-approved-YYYY-MM-DD.md) when the phase is fully approved
Phase milestones to log: - Flowchart sent to client - Flowchart approved - Wireframes V1 sent / approved - Design comps V1 sent / approved - Dev preview / soft launch - Launch