Project 01
Executive Operating Cadence
SLT rhythm, 1:1s, QBRs, reviews & planning · Full-year program
24%
Done
Foundation set. All QBRs + 1:1s scheduled. Weekly SLT running. Q1 QBR active.
4 Done
2 Active
4 Ahead
Key Milestones
Strategic planning follow-through (Mooncamp, SLT pillars, goal memos)
Done
All 2026 monthly 1:1s scheduled in advance
Done
All 2026 QBR meetings scheduled — calendar secured in advance
Done
Q1 Quarterly Reviews (March) — launched & in progress
Done
Weekly SLT cadence — prep, facilitate & same-day notes (every week)
Ongoing
Q1 QBR — facilitate + write BOD report for board packet
In Flight
Q2–Q4 QBR facilitation + BOD reports written each cycle
Q2–Q4
Annual Review Cycle — peer, self & downward reviews launched
Dec
Yearly Strategic Planning Meeting facilitated
Nov
December Budget Meeting coordinated
Dec
Project 02
Board Meetings & Enhanced Governance
CSLC / LR board operations, materials & facilitation
12%
Done
Chair pre-aligned. 2027 calendar drafted. May 1 board cycle now in motion.
1 Done
2 Active
6 Ahead
Key Milestones
Chair pre-alignment initiated — Mike prep complete
Done
2027 Board Calendar drafted — in review with Chair
In Review
May 1 Board agenda drafted — under review
In Review
Materials collection — 4 presenter touchpoints complete
Apr
Pre-read packet assembled & distributed (3–4 days out)
Apr
May 1 Board Meeting facilitated — minutes distributed same day
May 1
CEO Evaluation (SurveyMonkey) launched & processed
Q2
Post-meeting action log distributed & tracked to close
May
Annual Board Review — CEO + Chair alignment & 2027 planning
Q4
Project 03
Community-trusted Partner & Brand
Community impact framework — Giving, Engagement & Awareness
20%
Done
5-year framework set. Definition doc drafted. Committee review on 3/25.
3 Done
1 Active
5 Ahead
Key Milestones
Five-year community impact framework established
Done
2026 Annual Goal defined (CEO-approved path)
Done
Community Impact Definition Document drafted
Done
CEO preview of definition document — in review
In Review
Philanthropy Committee Review Session (March 25)
Mar 25
Partner Reporting Standards defined + Metrics Framework built
Q2
Reporting Standards integrated into grant process
Q2
7-year giving baseline compiled & verified
Q3
Internal Baseline Report + SLT Presentation (Dec 15)
Dec
2026 Roadmap at a Glance
Jan
Feb
Mar ▼
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Exec Cadence
Board Gov.
Comm. & Brand
✓
Completed
In Progress
Ongoing
Coming Soon
Upcoming
Current Month (March 2026)
Milestone Momentum · 2026
The Story Behind the Work
Operating from the center
Weekly SLT running with same-day notes. Monthly 1:1s managed proactively. QBR BOD reports written each cycle to feed the board packet. This is the infrastructure that keeps leadership focused.
Ahead of every ask
2027 Board calendar drafted before it was requested. All 2026 1:1s and QBRs secured in January. Community framework built before the grant cycle opens. Proactive by design, not by accident.
Built for the long run
Every system created in 2026 — cadence playbook, governance process, 5-year community framework — is designed to scale. This role grows as the infrastructure does.