Tizi's people-management workspace. Weekly 1:1s, ongoing growth threads, performance signals from the leadership dashboard, and a quarterly review pipeline. Confidential — direct supervisor + HR only.
Strong NPS · BOD trusts her. Goal Q2: handoff Centerville to Patty cleanly. Risk: stretched thin on AGF case prep.
Solid steady-state. Wants to grow into senior portfolio mgr. Q2 stretch: lead the Lakes asphalt RFP end-to-end.
Performance plan active. Q2 ack rate 71% (below 90% target). Drive sharing incident Apr 24. 30-day milestone check 5/24.
Excellent on compliance + records. Lower NPS but BODs are happy. Goal Q2: warm up owner-facing comms tone.
Hub of the property. Owners adore her. Q2 dev: cross-train on AppFolio so she can flex into AP coverage.
Notes: Q2 ack rate up to 78% from 71% baseline · trending. Discussed root cause: missed two §718.301(4)(p) reminder pings buried under owner-email volume. Proposed: filter rule + 8 AM dedicated 30 min for compliance ticks.
Drive incident: Apr 24 external share. Kyle owned it · accepted he didn't verify the recipient domain. Refresher training completed Apr 28. No repeat.
Magnolia BOD May 14: packet ready Friday · workshop run-through booked Wed.
Action items:
Notes: Walked Kyle through the formal 90-day performance plan. Two specific KPIs: Q2 ack rate ≥90% by 7/15, zero external-share incidents through plan period. Kyle understands the stakes, signed acknowledgment.
Support offered: weekly 1:1, shadow opportunities at Plaza Tower BOD, cross-mentor with Patty on Lakes RFP process.
BOD May 21 prep on track. Schmidt payment plan signed (relief). Centerville handoff to Patty going well — Patty leading next BOD meeting May 19.
Action: open Melissa to shadow Patty's CV BOD as observer, write transition memo for the file.
RFP to 4 paving vendors, bid open close May 15. Patty driving the scoring matrix. Discussed senior-PM pathway — formal posting in fall '26 if she wants it.
Action: open Patty to draft Lakes RFP scoring memo by 5/8
Diana excited about AppFolio cross-train. Will pair with AR clerk 1 hr/wk. Approved PTO 6/14–6/21 (cruise). Backup coverage from Marie + Tomás.
Action: open Tizi to confirm Diana's AppFolio learning plan with controller by 5/12
| Manager | Q2 self-review due | Tizi review | Calibration | Final delivered | Status |
|---|---|---|---|---|---|
| Melissa | May 30 | Jun 6 | Jun 12 | Jun 17 | on track |
| Patty | May 30 | Jun 6 | Jun 12 | Jun 17 | on track |
| Kyle | May 30 | Jun 6 | Jun 12 | Jun 17 | w/ perf plan checkpoint |
| James | May 30 | Jun 6 | Jun 12 | Jun 17 | on track |
| Diana | May 30 | Jun 6 | Jun 12 | Jun 17 | on track |
Quarterly ack rate (from Quarterly Tracker), per-manager NPS (from Touchpoints), records-clock breaches, Drive incidents. Surfaces in next 1:1's prep brief.
Action items from one 1:1 auto-populate the next session's prep. Status (open/done) tracked across sessions. No "did we ever resolve this?" gaps.
Standard 30/60/90-day plan with KPIs · acknowledgments signed via DocuSign · auto-cc to HR. Mid-plan + final checkpoints scheduled on creation.
Coaching notes are personnel records (not §718.111(12) accessible). Owner records requests redact this entire module. Manager can view their own session notes; supervisor + HR can edit. All access logged.
Leadership dashboard · Quarterly tracker · NPS / Touchpoints · Employee handbook · Drive activity audit · Audit log.
