The view above Tizi's. Business health · talent · risk · cash · growth pipeline · the things that don't show up on a portfolio dashboard but matter at the company level. Built for the founder; redacted for board reporting.
CMG is on plan for 2026 · 18 active properties + 2 won YTD + 3 in proposal · ~14% margin · cash strong · zero compliance issues. The single biggest watchout is talent (Kyle perf-plan trajectory + Tizi single-point-of-failure).
Travelers proposes +10.5% portfolio-wide. Sterling is shopping 2 alts (Liberty Mutual · CHUBB) but won't have alt quotes for ~3 weeks. Need to decide whether to: (a) accept Travelers + pre-mail owners, (b) wait the 3 weeks and risk the renewal deadline, or (c) commit to a 2-carrier strategy starting with PT and CV only.
My lean: wait the 3 weeks; pre-mail PT + CV owners with the 10.5% scenario as the floor. Worst-case we accept Travelers; best-case we save 4-6%.
Three skills currently sit on Tizi alone: reserve study oversight, DBPR Form 71B + complaints, insurance broker negotiation. If she got hit by a bus, all three would lock up for 60-90 days.
Q2 plan: Patty pairs on Lakes 2027 SIRS RFP (target L3 by Sep). Melissa shadows PT 71B build (target L3 by Jul). Both attending May insurance cycle as observers. Goal: reduce SPOF count to 1 by end of Q3.
Watson Realty currently manages. Board has signaled strong dissatisfaction (slow communications, delayed inspections). Tizi has met the BOD president once. Need to win this — would be largest single-property addition since Lakes at Killearn (148 units).
Action: Patty drafts response; Tizi cleans; I do the cover letter. Submit by May 28 (2 days early). Reference offers: Linda Park (Plaza Tower · 16-yr) + K. Owens (Centerville · 8-yr).
If we close Highland Park + Lakeside Manor in 2026, we'll be at 22 properties — at our cap of 5 portfolio managers' bandwidth. Quietly start scouting candidates now (referrals, FL CAI events) so we can move fast in Q1 '27.
Profile: 3-5 yr experience · CAM cert · prefer FL native · candor-first culture fit.
Kyle moved from 71% Q2 ack rate to 78% in 4 weeks. Encouraging trend. Tizi shadowing his Magnolia BOD May 14 — that's the reading I need before the mid-check meeting.
What I'm watching: can he hit 90% by Jul 15 plan-end? If yes, plan closes successfully and he stays. If no, hard conversation in late July about scope reduction or transition.
12 of 16 OKRs on track is healthy. Insurance YoY OKR (≤8%) is at risk; team SPOF OKR is the other one. Build the half-day around those two + the 2027 hire planning. End with the company-wide "what's the one thing we'd change" round.
| Metric | Last yr | This yr | Δ | Direction |
|---|---|---|---|---|
| Properties managed | 16 | 18 + 2 won YTD | +25% | ↑ |
| Mgmt revenue (ARR) | $498k | $612k forecast | +22.9% | ↑ |
| Margin | 11% | 14% | +3 pts | ↑ |
| Portfolio NPS | +38 | +47 | +9 pts | ↑ |
| Owner-portal weekly active | 54% | 71% | +17 pts | ↑ |
| Manager NPS (avg) | +38 | +45 | +7 pts | ↑ |
| Delinquency (portfolio) | 4.2% | 3.4% | −0.8 pts | ↘ (good) |
| DBPR penalties | $0 | $0 | maintained | ═ |
| Insurance renewal YoY | +6.8% | +10.5% (proposed) | +3.7 pts | ↑ (bad) |
| Tools shipped (platform) | 22 | 86 | +64 | ↑ |
| Records-request avg response | 5.2 days | 3.4 days | −1.8 days | ↘ (good) |
| SOC2 readiness | — | 94% | net new | ↑ |
| Risk | Probability | Impact | Mitigation | Owner |
|---|---|---|---|---|
| Tizi single-point-of-failure | Med | Catastrophic | Skill matrix Q2 cross-trains · documented playbooks | Founder + Tizi |
| FL insurance market hardening | High | High | Multi-carrier RFP · OIR-B1-1802 wind mit · pre-mail owners | Tizi · Sterling |
| Active hurricane impact | Med | High | Reserve adequacy · drilled emergency tree · BCP | Tizi |
| Manager attrition (Patty > junior offer) | Med | Med | Senior PM track posting · comp band check | Founder |
| Lose 2+ properties to competitor | Low | Med | Sentiment + NPS + sales pipeline · proactive outreach | Founder + Tizi |
| Compliance failure (DBPR fine, lawsuit) | Low | High | Audit log · AGF · SOC2 push · BCP | Tizi · AGF |
| Ransomware / data incident | Low | Catastrophic | BCP · cyber insurance · MFA · backups | Founder · Sterling |
| Brand damage (NextDoor flare-up) | Med | Low | Social monitor · response playbook · 4-hour SLA | Tizi + manager |
+47 → +60
if NPS isn't going up, nothing else matters
20 → 24
growth · with capacity
3 → ≤ 1
resilience · the bus-test
14% → 17%
healthy · re-investable
Founder. Cofounder. Tizi for cross-context (NOT for day-to-day). Optionally a board of advisors. Nobody else. Coaching log + perf-plan detail · sales pipeline · founder-only risks belong here, not in a wider leadership view.
Leadership dashboard · Portfolio P&L · Sales pipeline · Skill matrix · Strategic plan · Coaching · BCP · SOC2 posture.
