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Kingsweir Creek Planning · OKRs · Denver, CO

Kasimir Kowalczuk is the chief of staff at Kingsweir Creek Planning, a ninety-person software startup, and he uses this to hold the licenses, insurance, inspections and audit findings an inspector would ask for, tied to the company goals they protect.

Any businessComplianceGoverned columns4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 agent
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Expiry calendar

Compliance records
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Tables

Compliance records

28 sample rows · 16 columns

Every license, certificate, policy, inspection and training record an inspector may ask to see, with who owns it and when it lapses.

RequirementCategoryIssued byKey resultOwnerIssuedExpires
Denver office fire inspectionInspectionCity fire marshalPass the fire and electrical inspections on the first visitDashiell VerhoevenAug 31, 2025Aug 31, 2026
Austin office electrical inspectionInspectionCity building departmentPass the fire and electrical inspections on the first visitDashiell VerhoevenSep 20, 2025Sep 25, 2026
Commercial auto policyInsuranceEastmoor Mutual CasualtyHold a current insurance certificate for every city contractRafferty AmundsenOct 30, 2025Oct 30, 2026
Fire extinguisher service tagsInspectionPinegate Fire and SafetyPass the fire and electrical inspections on the first visitDashiell VerhoevenOct 30, 2025Oct 30, 2026
Denver business licenseLicenseCity licensing officeFile every state and city registration before it lapsesRafferty AmundsenNov 9, 2025Nov 9, 2026
Elevator inspection certificateInspectionState elevator safety officePass the fire and electrical inspections on the first visitDashiell VerhoevenNov 9, 2025Nov 9, 2026
Business continuity plan testInspectionInternalKeep every security policy reviewed inside its yearMaren Lockhart-AdeyemiDec 19, 2025Nov 29, 2026
Workers' compensation policyInsuranceEastmoor Mutual CasualtyHold a current insurance certificate for every city contractRafferty AmundsenDec 9, 2025Dec 9, 2026
Annual HIPAA security risk assessmentInspectionLowgrove Compliance AdvisorsPass the security audit with no major findingsMaren Lockhart-AdeyemiDec 19, 2025Dec 19, 2026
Work authorization (I-9) auditInspectionInternalReview each new hire's work authorization within 3 daysOttoline FairclothJan 18, 2026Jan 18, 2027
Employee handbook reviewPolicy reviewInternalPublish the updated employee handbookOttoline FairclothJan 28, 2026Jan 28, 2027
Penetration test reportInspectionBlackwater Security TestersPass the security audit with no major findingsMaren Lockhart-AdeyemiFeb 17, 2026Feb 17, 2027

16 more rows

Key results

8 sample rows · 9 columns

The company goals that depend on staying compliant, with who owns each one and how far along it is.

Key resultObjectiveOwnerStatusProgressDueRecords behind it
Pass the security audit with no major findingsBe the vendor hospital buyers trustMaren Lockhart-AdeyemiOn track72%Dec 4, 2026SOC 2 Type II report, ISO 27001 certificate, Annual HIPAA security risk assessment, Penetration test report
Keep every security policy reviewed inside its yearBe the vendor hospital buyers trustIlona BrzezinskiOn track85%Nov 19, 2026Data processing agreement template review, Business continuity plan test
Pass the fire and electrical inspections on the first visitRun a safe, insured officeDashiell VerhoevenAt risk40%Nov 4, 2026Denver office fire inspection, Austin office electrical inspection, Fire extinguisher service tags, Elevator inspection certificate, Evacuation drill record
Finish safety training for every new hire in 30 daysRun a safe, insured officeOttoline FairclothOn track90%Dec 19, 2026First aid and defibrillator training for floor wardens, Annual workplace safety training, Harassment prevention training, Security awareness training
Hold a current insurance certificate for every city contractMeet public-sector buying rulesRafferty AmundsenOn track80%Nov 24, 2026Cyber liability policy, General liability policy, Workers' compensation policy, Errors and omissions policy, Commercial auto policy, Insurance certificate for the city transit contract
File every state and city registration before it lapsesMeet public-sector buying rulesRafferty AmundsenAt risk55%Nov 9, 2026Denver business license, Austin office registration, State sales tax registration, State unemployment insurance filing
Review each new hire's work authorization within 3 daysHire and keep the team lawfullyOttoline FairclothOff track30%Oct 30, 2026Background check vendor agreement, Work authorization (I-9) audit
Publish the updated employee handbookHire and keep the team lawfullyOttoline FairclothDone100%Sep 23, 2026Employee handbook review

Findings

13 sample rows · 10 columns

What auditors and inspectors found, what fixes it and by when.

FindingRecordSeverityStatusRaisedDueClosed
Exit sign dim on the third floorDenver office fire inspectionMinorClosedSep 1, 2025Sep 20, 2025Sep 20, 2025
Fire extinguisher tag missing on the Austin kitchen unitFire extinguisher service tagsMinorClosedDec 9, 2025Dec 29, 2025Dec 24, 2025
Staging server allowed an outdated encryption settingPenetration test reportMajorClosedMar 4, 2026Apr 3, 2026Mar 29, 2026
Admin sign-in page had no limit on attemptsPenetration test reportMinorClosedMar 4, 2026Apr 18, 2026Apr 16, 2026
Access reviews missing for two contractorsSOC 2 Type II reportMajorClosedJun 7, 2026Aug 6, 2026Jul 22, 2026
Evacuation drill not yet run at the Austin officeEvacuation drill recordMinorIn progressAug 31, 2026Oct 10, 2026—
Three new hires missing section 2 of the I-9Work authorization (I-9) auditMajorOpenSep 23, 2026Oct 11, 2026—
Two contractor laptops lack disk encryptionAnnual HIPAA security risk assessmentMajorOpenSep 14, 2026Oct 14, 2026—
Cyber policy lists an old office addressCyber liability policyMinorOpenSep 26, 2026Oct 17, 2026—
Workers' compensation payroll estimate out of dateWorkers' compensation policyMajorIn progressSep 7, 2026Oct 19, 2026—
Restore test from backups was not written downSOC 2 Type II reportMinorOpenAug 26, 2026Oct 25, 2026—
Visitor log still kept on paper in AustinBusiness continuity plan testMinorOpenSep 21, 2026Oct 26, 2026—

1 more rows

Views

Goal board

Key results
On track4
Pass the security audit with no major findingsBe the vendor hospital buyers trustMaren Lockhart-Adeyemi
Keep every security policy reviewed inside its yearBe the vendor hospital buyers trustIlona Brzezinski
Finish safety training for every new hire in 30 daysRun a safe, insured officeOttoline Faircloth
Hold a current insurance certificate for every city contractMeet public-sector buying rulesRafferty Amundsen
At risk2
Pass the fire and electrical inspections on the first visitRun a safe, insured officeDashiell Verhoeven
File every state and city registration before it lapsesMeet public-sector buying rulesRafferty Amundsen
Off track1
Review each new hire's work authorization within 3 daysHire and keep the team lawfullyOttoline Faircloth
Done1
Publish the updated employee handbookHire and keep the team lawfullyOttoline Faircloth

Fix board

Findings
Open5
Restore test from backups was not written downSOC 2 Type II reportMinor
Two contractor laptops lack disk encryptionAnnual HIPAA security risk assessmentMajor
Visitor log still kept on paper in AustinBusiness continuity plan testMinor
Cyber policy lists an old office addressCyber liability policyMinor
Three new hires missing section 2 of the I-9Work authorization (I-9) auditMajor
In progress3
Evacuation drill not yet run at the Austin officeEvacuation drill recordMinor
Workers' compensation payroll estimate out of dateWorkers' compensation policyMajor
Handbook lacks the remote work policyEmployee handbook reviewMinor
Closed5
Staging server allowed an outdated encryption settingPenetration test reportMajor
Admin sign-in page had no limit on attemptsPenetration test reportMinor
Access reviews missing for two contractorsSOC 2 Type II reportMajor
Exit sign dim on the third floorDenver office fire inspectionMinor
Fire extinguisher tag missing on the Austin kitchen unitFire extinguisher service tagsMinor

Forms and booking

Report a finding

Form
Report a findingFor anyone who spots a gap while preparing for an audit or inspection.
What did you find? *
Which record does it affect? *
How serious is it? *MinorMajorCritical
When did you spot it? *
Roughly how many hours will the fix take?
What would fix it?
Send to the chief of staff

Dashboards

Audit readiness

Compliance records
Records by status
  • Renewal due5
  • Current21
  • Expired2
Records by category
  • License4
  • Certification2
  • Inspection8
  • Insurance6
  • Policy review4
  • Training4
Fix hours by status
  • Renewal due0
  • Current0
  • Expired0
Findings by severity28

Also included

  • Monday renewalsDigest
  • Record lapsingNotificationWarns the record's owner six weeks before it lapses.
  • Renewal requestDocumentA short request to an issuer or broker to renew a record before it lapses.

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