Delegation Board
Every handoff, one place.
28 handoffs in motion
PSOn Track
External audit kickoff
Priya Shah · Due Mon
JTOn Track
New director onboarding
Janelle Thomas · Due Tue
JTAt Risk
Office lease sign-off
Janelle Thomas · Due Wed · Today
DRDone
Vendor renewal call: Apex Logistics
David Reyes · Due Wed · Today
KMOn Track
Recruiting pipeline update
Kevin Moore · Due Wed · Today
PSOn Track
Client onboarding handoff
Priya Shah · Due Wed · Today
JTAt Risk
Timesheet approvals
Janelle Thomas · Due Wed · Today
DRDone
Facilities walkthrough
David Reyes · Due Wed · Today
JTOn Track
Thursday payroll close
Janelle Thomas · Due Thu
KMOn Track
October close package
Kevin Moore · Due Sat
PSAt Risk
Holiday coverage review
Priya Shah · Due Sat
KMDone
Employee relations update
Kevin Moore · Due Sun
PSOn Track
Atlanta trip follow-up notes
Priya Shah · Due Sun
JTOn Track
Follow-ups from site visit
Janelle Thomas · Due Sun
KMAt Risk
ERP rollout change plan
Kevin Moore · Due Mon · Wk 2
DRDone
Monthly ops review
David Reyes · Due Tue · Wk 2
EVOn Track
All-hands prep
Elena Vasquez · Due Tue · Wk 2
JTOn Track
Community fund grant submission
Janelle Thomas · Due Tue · Wk 2
EVAt Risk
Delegation check-in
Elena Vasquez · Due Wed · Wk 2
JTDone
QA visit: Camden facility
Janelle Thomas · Due Wed · Wk 2
EVOn Track
Crisis comms tabletop
Elena Vasquez · Due Thu · Wk 2
PSOn Track
Ops x Finance handoff review
Priya Shah · Due Fri · Wk 2
KMAt Risk
Mid-year evaluations sign-off
Kevin Moore · Due Sat · Wk 2
DRDone
SOC 2 evidence deadline
David Reyes · Due Sat · Wk 2
JTOn Track
Form ADV amendment filing
Janelle Thomas · Due Sun · Wk 2
KMOn Track
Book Austin trip
Kevin Moore · Due Sun · Wk 2
DRAt Risk
Continuity drill debrief
David Reyes · Due Sun · Wk 2
PSDone
Annual compliance training
Priya Shah · Due Sun · Wk 2