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Jared McMillan
Kort Mehrle
Christy Eburne
Subhrajeet SabhapanditJared McMillan
Kort MehrleJared McMillan
Russell Byrd
Kort MehrleChristy EburneKort MehrleKort Mehrle
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Jared McMillanChristy EburneSubhrajeet SabhapanditKort MehrleRussell Byrd
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Jared McMillanChristy EburneChristy EburneJared McMillanRussell ByrdRussell Byrd
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Meeting Agenda
Last edited 1 minute ago by Jared McMillan.
Q3 - TRACTION
March 2026
March 11th
Agenda - March 11th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Don Clarricoates
Open
Invoicing/Revenue Update
Open
IDS
Open
Prelim Budget review/update
Open
AI - Initiatives
Open
RFP - Process
Open
Open
Open
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Standardize Sub-Contractor Agreement
3/25/2026
Open
Russ/Kort build decline tracking Smartsheet
4/8/2026
Open
Estimating Tools Development
Don Clarricoates
6/17/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
4/15/2026
Open
No results from filter
March 25th
Agenda - March 25th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
Price Increase/Tariff Memo
Open
Prelim Budget review/update
Open
Hiring update
Don Clarricoates
Open
Training proposal from Print Dept
Don Clarricoates
Open
Estimating tool option for Channel letters
Don Clarricoates
Open
Spending Proposal
Open
Internal Job Postings
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Standardize Sub-Contractor Agreement
3/25/2026
Open
Russ/Kort build decline tracking Smartsheet
4/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
4/15/2026
Open
Estimating Tools Development
Don Clarricoates
6/17/2026
Open
No results from filter
April 2026
April 8th
Agenda - April 8th
Item
Member
Notes
Column 4
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
Margin discussion
Open
New Printer final costs
Open
Server Update
Open
Staff Update - Aldo
Open
Bid/tender internal posting update
Open
Open
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
April 22nd
Agenda - April 22nd
Item
Member
Notes
Attachements
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
Meeting Agenda
Open
March Financial Review
Open
Budget updates and new GL’s Building for next year
Open
Repeat Customer Deep Dive
Open
Tommy Gun’s Upcoming Opportunity (Short Discussion)
Open
Bids & Tenders Lead Announcement
Open
“Sales Pitch” brochure
Adam Doll
Open
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
May 2026
May 6th
Agenda - May 6
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
May 20th
Agenda - May 20th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
Q4 - PLANNING
June 2026
June 3rd
Agenda - June 3rd
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
June 17th
Agenda - June 17th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/22/2026
Open
Standardize Sub-Contractor Agreement
5/8/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
Create audition/phantom bid SOP
5/20/2026
Open
No results from filter
July 2026
July 15th
Agenda - July 15th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/8/2026
Open
Standardize Sub-Contractor Agreement
4/22/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
No results from filter
July 29th
Agenda - July 29th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/8/2026
Open
Standardize Sub-Contractor Agreement
4/22/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
No results from filter
August 2026
August 12th
Agenda - August 12th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/8/2026
Open
Standardize Sub-Contractor Agreement
4/22/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
No results from filter
August 26th
Agenda - August 26th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
There are no rows in this table
TO DO’s
Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
Don Clarricoates
4/8/2026
Open
Standardize Sub-Contractor Agreement
4/22/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
5/20/2026
Open
No results from filter
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