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Meeting Agenda

Last edited 17 hours ago by Kort Mehrle.
Archived Agenda

Q3 - TRACTION

March 2026

March 11th

Agenda - March 11th
Item
Member
Notes
File
Segue
Open
To Do’s
Open
Production Hour Update
Open
Invoicing/Revenue Update
Open
IDS
Open
Prelim Budget review/update
Open
AI - Initiatives
Open
RFP - Process
Open
​
Open
​
Open
​
Open
⁠

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
6/17/2026
Open
Russ to review Cana Construction docs from Greystone for bonding requirement
4/15/2026
Open
⁠


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
SS_Advance Notice - Material Cost Pressures & Supply Chain Update.docx
Prelim Budget review/update
Open
Hiring update
Open
Training proposal from Print Dept
Open
Estimating tool option for Channel letters
Open
Ballpark Channel Letter price tool.xlsx
Channel_Letter_Estimator_Final_10.xlsx
Spending Proposal
Open
SS_Spending Proposal.docx
Internal Job Postings
Open
⁠

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
6/17/2026
Open
⁠



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
​
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠


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
Open
Built Right_Handout_V2_proof2.pdf
​
Open
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠


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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠



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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠




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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠



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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
4/22/2026
Open
⁠





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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
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
⁠

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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
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
⁠





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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
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
⁠

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
⁠

TO DO’s

Task
Assigned to:
Due Date:
Notes
Complete
Estimating Tools Development
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
⁠






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