7-day action items · most flow from L10 IDS · reviewed every Wed at 9:15
Completion rate · last 4 wks
87%
▲ 6 pts · target ≥ 90%
Overdue
3
All > 7 days · auto-promoted to Issues
Due today/tomorrow
5
Across 4 owners
Active
18
14 from last L10 · 4 from 1-on-1s
⚠ Overdue · auto-promoted to Issues List if not done by end of week
Close 3 of 11 compliance findings
📌 From Rock · Close all compliance findings · 12% · off track
JSJosh
3 days ago
Submit Houston lease GC bids to Philip
📌 From Rock · Houston buildout · 40% · at risk
KTKristin
5 days ago
Milly LeDay · coaching conversation + plan
📌 From Issue · Milly callbacks pattern
APAlbert
1 day ago
Due this week
Audit pricebook vs 3 competitors
📌 From Issue #5 · Delta 8 pricing complaints
JSJosh
Today
Call Brookhaven HOA on pending proposal
📌 From Issue · Q2 commercial pipeline short
MRMason
Today
Lock down Keith Steele's clock-in status
📌 From AI Issue · Keith missing timesheet · pay-run blocker
APAlbert
Today
Q2 forecast vs actuals check-in
📌 From L10 · May 7
KTKristin
Thu
Draft coaching plan for new tech Grayden
📌 From AI Issue · Grayden close rate trend
JSJosh
Fri
Due next week (7–14 days)
Sign commercial rep #2 offer letter
📌 From Rock · Hire 2 commercial reps
MRMason
May 6
Review Q3 Rock candidates for prep session
📌 From 1-on-1 · Philip + Kristin
PSPhilip
May 8
CSR scripting refresh for Rita (new hire)
📌 From Issue · CSR booking rate slipped
KTKristin
May 9
✓ Done this week (6)
Negotiate Houston 3-yr renewal w/ $500/mo cap
📌 From Issue #1 last L10
KTKristin
Apr 22
Sign commercial sales rep #1 offer
📌 From Rock · Hire 2 commercial reps
MRMason
Apr 20
Schedule Grayden ride-along with Eric
📌 From coaching notes
JSJosh
Apr 19
File Q1 Neighborly royalty report
📌 From Rock · Close books within 5 days
KTKristin
Apr 18
💡
Rule: To-Dos overdue by > 7 days auto-promote to Issues List for IDS at next L10.
Three in a row becomes a conversation — is this the right owner? The right commitment? Or a sign we need more capacity?