Portfolio Executive Summary
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This Week's Wins
● On Track
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
Owner's Note
● On Track
Project 02
Board Meetings & Enhanced Governance
CSLC / LR board operations, materials & facilitation
12%
Done
Chair pre-aligned. 2027 calendar set. Board agenda sent. May 1 cycle in motion.
3 Done
0 Active
6 Ahead
Key Milestones
Chair pre-alignment initiated — Mike prep complete
Done
2027 Board Calendar drafted — presented to Chair ✓
Done
May 1 Board agenda drafted — sent to BOD ✓
Done
Materials collection — 4 presenter touchpoints complete
Apr
Owner's Note
● On Track
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
Lead Measures · 2026 KPIs
click number to update
Pillars Defined & Approved
0
/3
Target: 3 of 3 · Apr 4
Data Sources Mapped
0
/3
Target: 3 of 3 · Jun 30
Baseline Years Verified
0
/7
Target: 7 of 7 · Sep 30
Owner's Note
Decisions Log
Key decisions driven and owned — updated as the work moves
| Date | Decision | Project | Status |
|---|---|---|---|
| Mar 18, 2026 | CEO preview of Definition Document completed — advancing to Philanthropy Committee review on March 25 | Community & Brand | In Progress |
| Mar 18, 2026 | Lead & lag measures confirmed with CEO — 3 KPIs tracking framework progress through Q3 | Community & Brand | Decided |
| Mar 16, 2026 | 2026 Annual Goal for community impact formally set — five-year framework framework established | Community & Brand | Decided |
| Mar 9, 2026 | All four 2026 QBRs scheduled in advance — Q1 in flight, Q2–Q4 confirmed on calendar | Exec Cadence | Decided |
| Mar 1, 2026 | 2027 Board Calendar finalized — full-year meeting cadence locked for CSLC and LR boards | Board Governance | Decided |
| Feb 2026 | Weekly SLT meeting cadence fully operationalized — agenda ownership, scorecard updates, and follow-through standardized | Exec Cadence | Decided |
Upcoming · Strategic Calendar
Meetings you own or drive — next 6 weeks
Mon, Mar 23
8:30 AM
SLT Meeting
Exec Cadence
1:00 PM
Loftus Finance Meeting
Finance
Tue, Mar 24
9:00 AM
Finance Check-in
Finance
Wed, Mar 25
11:00 AM
Mooncamp Walkthrough
CommunityKey
11:00 AM
Philanthropy Committee Review
CommunityKey
Thu, Mar 26
10:00 AM
L10 Meeting
Exec Cadence
Mon, Mar 30
8:30 AM
SLT Meeting
Exec Cadence
Tue, Apr 7
1:00 PM
Monthly 1:1 — Pat & Fred
Exec CadenceKey
Mon, Apr 13
1:00 PM
Q1 QBR Meeting
Exec CadenceKey
Tue, Apr 14 – Thu Apr 16
Apr 14
Board Check-In: Pre-Materials
Board Gov.Key
Apr 16
YCH Board of Directors Meeting
Board Gov.
Fri, May 1 ⭐ Major
8:30 AM
Loftus Ranches Q1 Board Meeting
Board Gov.Key
12:30 PM
CSLC Q1 Board Meeting
Board Gov.Key
📅 Synced from Fantastical · March 19, 2026
Stakeholder Engagement
Who's been briefed, engaged, and kept in the loop
| Date | Person / Group | Purpose | Channel | Status |
|---|---|---|---|---|
| Mar 18 | Pat Smith CEO |
Community Impact Definition Document — CEO preview session | Meeting | ✓ Done |
| Mar 18 | Pat Smith CEO |
Lead & lag measures confirmed for Community project | Meeting | ✓ Done |
| Mar 25 | Philanthropy Committee Board Sub-Committee |
Definition Document review session — framework alignment | Meeting | ⏳ Upcoming |
| Mar 26 | SLT Team Leadership Team |
Weekly SLT cadence — agenda, scorecard, follow-through | Meeting | ⏳ Upcoming |
| Apr 3 | Pat Smith CEO |
Final approval — Community Impact Definition Document | Meeting | ⏳ Planned |
| Apr 7 | Pat & Fred CEO / COO |
Monthly 1:1 — strategic alignment & priorities | Meeting | ⏳ Planned |
| Apr 13 | SLT + Leadership All-Hands |
Q1 QBR facilitation — BOD report, strategy review | Meeting | ⏳ Planned |
| May 1 | LR + CSLC Board Board of Directors |
Q1 Board Meeting — materials prepared, agenda owned | Meeting | ⏳ Planned |
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)
Next 30 Days
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Recently Completed
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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.