The Friday email Tizi sends to herself · auto-assembled at 5 PM. One scroll covers wins, headaches, money, people, and what to expect next week. Reads like a peer wrote it.
A quiet, productive week. Plaza Tower's BOD packet is fully assembled with two weeks to spare; Lakes drainage is back on the front burner with a real timeline; Kyle's perf plan is gaining real ground (Q2 ack rate now 78%, up from 71% baseline). Insurance renewal is the storm cloud — broker's working alts but the headline number is up roughly 10%.
3 BOD meetings (Lakes Tue, Magnolia Wed, Centerville Thu). 2 VRC hearings (Reed pet · Vasquez balcony). PT #214 closing Thursday + Carter family welcome packet to mail. Kyle perf-plan mid-check on the 24th. Q2 self-reviews due Saturday 5/30.
Cash: Portfolio at $2.08M · −$12k 30-day delta · within range. AR: $28.4k in 5–60 day bucket; 3 in active workout plans. AP: 22 invoices in approval; CoreCity Plumbing still COI-blocked, BluCorp replacement queued. Reserves: $92k contributed MTD across portfolio, on plan.
Melissa (PT) — owns the BOD packet, Schmidt case is calm. Patty (CV/Lakes) — RFP closed, taking lead at next CV BOD. Kyle (MG/OPV) — perf plan tracking. James (KL2/TCC) — owns the drainage narrative for next week. Diana (front desk) — AppFolio cross-train going well, PTO 6/14–6/21 on the calendar.
Mostly positive week. r/Tallahassee thread on Plaza Tower garage EV charger noise is hot — Melissa drafting a response that points to the sub-meter rollout already in motion. NextDoor thread on Lakes drainage is warmer; James's response will go up Monday. One hot Google review of Plaza Tower (5★, "gold standard"). Banked for testimonials.
Tuesday water shutoff at PT (broadcast already queued). Wednesday Magnolia BOD and pool DOH PT. Thursday PT #214 closing & CV BOD. Friday Kyle 1:1 + Coastal garage start day. Memorial Day weekend coverage memo to all 5 managers Monday morning.
— Auto-generated 5:00 PM Friday · all stats live as of 4:55 PM · attribution links removed in print version.
Hand-picked by AI from completed-action-items + closed-incidents + positive sentiment + project milestones. Tizi can override / add anything by 4:30 PM.
Pulled from Sentiment dashboard top themes + open Tip Line cases + missed-deadline flags + capital-budget variances. Same edit window.
Direct from Community Calendar. BOD meetings + VRC hearings + closings + key handoffs.
Portfolio P&L + Cash Snapshot + Bill Pay + Lien Tracker. Nothing manual.
Coaching Log + Quarterly Tracker + 1:1 cadence. Confidential bits redacted (perf-plan details only summarized).
Social Monitor + Sentiment dashboard + recent reviews. Auto-flags hot Reddit/NextDoor threads with response status.
| Week | Headline | Big number | Watch item | |
|---|---|---|---|---|
| Wk 19 · May 8 | Coastal CO done · Lakes drainage front-burner | NPS +47 | Insurance renewal | Open → |
| Wk 18 · May 1 | BOD prep wave · welcome locker rollout | NPS +46 | Schmidt plan signed | Open → |
| Wk 17 · Apr 24 | Drive incident at Magnolia · Kyle perf plan opened | Annual reports 14/18 | Drive sharing audit | Open → |
| Wk 16 · Apr 17 | PT BOD highlights · Schmidt to plan | Capital projects 14 | Reserve study RFP | Open → |
| Wk 15 · Apr 10 | Audit deliveries · CV reports out the door | 0 DBPR penalties | Magnolia reserves 81% | Open → |
| Wk 14 · Apr 3 | Tax filings done · 1099-NEC signed off | 62 vendors 1099 | Pool RFP scope | Open → |
Tizi has the leadership dashboard, the portfolio P&L, the coaching log, and the sentiment dashboard at her fingertips. But she also has 18 associations, 5 direct reports, and Friday afternoon. The digest does the synthesis — what to pay attention to, what's quietly OK, and what's about to need her on Monday.
Leadership dashboard · Portfolio P&L · Coaching log · Community calendar · Sentiment · Social monitor · Tip line · Capital projects · Bill pay · Lien tracker.
