| Date | Briefing Summary | Body | Action Items Surfaced | Items Completed | Items Carried Forward | AI News Highlights | Notes | Linked to Task | Client (from Linked to Task)ƒ | Delegated To (from Linked to Task)ƒ | Hugo | April | Segrid | Warren | Charl | Bekker | Monti | Dave | Hugo Notes | April Notes | Segrid Notes | Warren Notes | Charl Notes | Bekker Notes | Monti Notes | Dave Notes | Hugo Time | April Time | Segrid Time | Warren Time | Charl Time | Bekker Time | Monti Time | Dave Time | Projects |
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| May 4, 2026 | Monday SCHARP onsite day. Tight schedule (Foothill 10:30, BHCIP 11:00 with duplicate invite, Lunch 12:00). 48 open service tickets, 5 active projects (Cotsen at 0.5/36h with May 15 deadline is the squeaky wheel). 285 active Airtable tasks with 3 AF URGENT items past due since 4/15. Time tracking gap: only 1.12h logged all of last week. | SCHEDULE 10:30-11:00 Foothill plan #774125 (Pete organizer) 11:00-12:00 SCHARP Weekly BHCIP (Jessica Crawford) - duplicate invite to clean up 12:00-13:00 Lunch (personal) TIME LAST WEEK: 1.12h (only Tue 4/28). Wed-Fri completely missing including SCHARP onsite Friday. PROJECTS: SCHARP Interim Managed (90.12/149.5h, 60%), Cotsen AI Assessment (0.5/36h, May 15 deadline), DTLA Claude Team (0.45/19h), Karney AI (0.63/9h), Q2 Rock #6 Automation (0/0, 399d no activity). SERVICE TICKETS: 48 open, owner Christi. SCHARP=10 (mostly Working Now), AF=16, Crimson=11, others=11. TASKS: 285 active. (no client)=71, SCHARP=67, AF=64, Crimson=46, Personal=32, Anderson=5. Overdue: AF=25, (no client)=29, Crimson=10, SCHARP=6, Anderson=3. URGENT: 3 AF HIPAA items past due 4/15 (65 noncompliant Intune, 618 unlicensed accts, train-the-trainer). EMAIL: Charl Yellow Alert thread waiting since Sun. Anzor Teams DM Sun 10:45pm unread. 11+ Sophos MEDIUM alerts (likely M365 integration noise). KnowBe4 past due reminders. Friday outbound: Tim Smith (Signal Partners), Kamyab (Cotsen AI x2), Johnny Kemmet (Adobe), Bridget Grisby (Docusign). ATTENTION: time gap, Charl reply, AF URGENT past-due trio, Cotsen 11-day runway, Anzor DM, Sophos triage, Foothill/BHCIP transition, KnowBe4 training. | 8 | — | 73 | — | Surfaced today: 8 attention items. Carried forward: 73 overdue tasks across all clients (29 no-client, 25 AF, 10 Crimson, 6 SCHARP, 3 Anderson). Quick wins for today: send Agnes-drafted SCHARP all-staff (pending Christi confirm on Microsoft vs Google Authenticator stack), reply to Charl Yellow Alert, log Wed-Fri last week to CW, ack Anzor Teams DM, decision on 2 Adobe app requests. Office hours at 2610 starting Mon/Wed standing pattern - announce in SCHARP all-staff. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Russ: M365 Read-Only Audit App Registration SOP + Cotsen Permissions | # M365 Read-Only Audit App Registration - FINAL **Agent:** Russ | **Track:** Crimson Client (Cotsen) ## FINAL Permission List: 27 Graph API Permissions ### Users & Licensing (4) - User.Read.All - Directory.Read.All - AuditLog.Read.All (covers SignInActivity) - UserAuthenticationMethod.Read.All ### Mail & Exchange (2) - Mail.Read - MailboxSettings.Read ### SharePoint & OneDrive (2) - Sites.Read.All - Files.Read.All ### Teams (3) - Team.ReadBasic.All - TeamSettings.Read.All - Channel.ReadBasic.All ### Security (4) - Policy.Read.All - IdentityRiskyUser.Read.All - SecurityEvents.Read.All - IdentityRiskEvent.Read.All ### Compliance (1) - InformationProtectionPolicy.Read.All ### Devices & Intune (3) - Device.Read.All - DeviceManagementManagedDevices.Read.All - DeviceManagementConfiguration.Read.All ### Groups (2) - Group.Read.All - GroupMember.Read.All ### Applications (2) - Application.Read.All - DelegatedPermissionGrant.Read.All ### NEW: Reports & Usage (1) - Reports.Read.All (M365 usage reports: Teams, email, OneDrive, SharePoint, Copilot usage) ### NEW: Cloud App Discovery (1) - CloudApp-Discovery.Read.All (Shadow AI detection - requires Defender for Cloud Apps, may not be available on all tenants) ### NEW: Cross-Tenant Access (1) - CrossTenantInformation.ReadBasic.All (External sharing configuration visibility) ### NEW: Security Alerts (1) - SecurityActions.Read.All (Read security action status) ## Key Vault Naming - Cotsen-TenantId - Cotsen-AppId - Cotsen-Secret ## Not Available via Graph (Require PowerShell) - Transport rules: Exchange Online PS + Exchange Admin - Mailbox sizes (accurate): Exchange Online PS - DLP policies: Security & Compliance PS + Compliance Admin - Retention policies: Security & Compliance PS - Audit log search: Security & Compliance PS ## Status: Ready to Execute App registration SOP in place. Scripts built and tested. Awaiting Global Admin access to cotsen.org Entra. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Jul 7, 2026 | AbilityFirst onsite day. 11.12h logged Monday (full day, no gaps). 42 open tickets and 8 managed projects, all in progress. Top priority: Eldridge Acre 2026 tabletop docs to Sam Smith, 21 days overdue and blocked on today's 4 PM calendar. Task backlog is heavily inflated by ~60 auto-generated Personal duplicate tasks needing cleanup. | SCHEDULE: Meetings - Adriane onsite (AF) 9am, Weekly Project Queue 10am, Operations L10 (April) 11am, Claude & Base44 (Westwood) 1pm. Blocks - AF Post-OOO Catch-Up 8am, Lunch 12pm, Focus 2pm, Drive Pasadena>Home 3pm, Eldridge Acre tabletop send 4pm (URGENT/OVERDUE), AF Camp cabling/AP 4:30pm, EOD Wrap 5pm. TIME LOGGED MON 7/6: 11.12h total. Crimson IT 9.03h (#933702 CW automation, #956831 internal ops). SCHARP 1.19h (#956882 IT contact update, #956956 Google billing). Full day, within band. TICKETS: 42 owned, mostly vCIO board. Please Review #955395 AF inbox follow-ups (7d). Waiting Client #955404 DTLA policy package (7d). Scheduling Required 8d: Cotsen #933700, IntraTEM #937077, GAM #937080, TPX/Peerless #937083, Anderson #937087, AF Cost Alloc #945047, AF M365 review #945048, HeyGen #948037. Completed awaiting close: #956882, #956956 SCHARP. PROJECTS: 8 managed all In Progress. Alere P2695 Copilot 55.8/102.2h. Anderson P2692 13.4/19h (70%). DTLA P2684 6.2/36.8h. Avalon P2702 6.5/12.9h. Karney P2626 3.1/10h. Cotsen P2673 1.1/38.8h (barely started). Barker Pacific P2711 1/10.8h. SCHARP P2718 KnowBe4/Huntress 3.6/0.25h OVER BUDGET (budget mis-set placeholder). TASKS: 159 high/urgent active, ~60 are auto-generated Personal duplicates (Next.js CVEs, Claude deprecations, Copilot pricing). Real actionable: Eldridge Acre tabletop (URGENT/overdue). AF onsite - Kelly Privett Camp decisions, Sergio Starlink reply, AF MS license renewal (renews 7/29, due 7/15), Meraki Quote 7479. This week - Fairfield Baker Tilly assessment 7/8, DTLA IR plan rewrite (blocked), Cotsen AI usage policy. EMAIL: Quiet AM. Unread #977433 NorthStar SQL Server from Emil Heinemann. BrightGauge datasource disconnected (aligns w/ Anzor remove task). Noise: Sophos surveys, SLA dashboard. Sent: RE AI University to Jason Yu (Karney). FYI: Klue Security incident - Crimson Security owns, not Christi's action. ATTENTION: (1) Eldridge Acre tabletop 21d overdue. (2) 8 vCIO tickets stuck Scheduling Required 8d+. (3) Stale tickets 57-97d untouched: #909159, #918748, #918762, #918757, #925382, #930088, #929963, #909155. (4) Task backlog cleanup - Personal duplicate flood. (5) NorthStar SQL thread. (6) BrightGauge datasource. | 6 | — | 8 | — | Surfaced 6 attention items: Eldridge Acre tabletop overdue (top), 8 tickets stuck Scheduling Required, 8 stale tickets 57-97d needing triage, task backlog cleanup (~60 Personal dupes), NorthStar SQL thread (#977433), BrightGauge datasource disconnect. Carried forward: 8 stale tickets untouched 57-97 days plus the overdue Eldridge Acre deliverable. FYI-only (not surfaced as action): Klue Security incident owned by Crimson Security. Interactive briefing supplements the 6:00 AM scheduled run. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Archie: EOS Part 2 — Hudu, Passwords, SmartDispatch, Irongate | # EOS Meeting Part 2: Operations Updates **Agent:** Archie | **Source:** Meeting transcript 04-09 ## Hudu Migration - **Due: April 10 (TOMORROW)** - Christi is 99% done; did heavy lifting for SCHARP (Robert) and AF (Caleb) - Dima, George, Robert need extensions - Olivia tracking ## AbilityFirst Password Policy Shift - Moving from "ability123$" to passphrases - Board-level concern drove this change - Password reset initiative coming for all users - **Terry** specifically flagged as a challenge (long-tenured, resistant) - New process: temporary password at creation, user changes at first-day orientation ## SmartDispatch Issues - New companies not attached to correct pod groups - Causing Pepe/Dima to get random tickets from wrong clients - **Christi owes a fix** for pod group assignments - SmartDispatch 2.0 coming in a couple weeks (built by Zervive with AI integration) - Christi spent 220 hours on v1.0 ## Irongate Vibe Coding SOPs - Grant Herlitz (President, Dallas) building Atlas Assistant via vibe coding - Christi created app registration; granted Application Developer role - Best practice emphasized: plan it out first before vibe coding ## Other - **Yanis:** New L1, started this week, having device compliance issues - **SCHARP helpdesk line** forwarding to Crimson starting Monday | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Stuart: AdaptoIT Content Strategy | # AdaptoIT Content Strategy **Agent:** Stuart | **Track:** AdaptoIT ## Publishing Cadence 2 posts per month + 1 refresh per quarter. Data-backed sweet spot for solo practitioner stage. - One pillar post (1,800-2,200 words) - One tactical post (900-1,200 words) - LinkedIn Newsletter monthly (adapted from pillar) ## Distribution - **LinkedIn personal profile** (not company page — 60% reach penalty on external links) - Post link in first comment, not body - Email list starting Month 3 with lead magnet ## Priority Topics (Top 5) 1. **Claude Cowork vs Copilot** — first-mover window, search spiking NOW 2. Claude Code as Daily Work Partner — practitioner reality check 3. n8n vs Power Automate in a Microsoft Stack 4. Hidden Costs of Power Automate Premium 5. Meeting Transcript to CRM Pipeline — the vCIO secret weapon ## Full Topic Clusters - Agentic AI / Claude Code (4 posts) - Automation Platform Reality Checks (3 posts) - IT Leadership Tools and Tactics (3 posts) - MSP Business and Pricing (3 posts) - AdaptoIT Product Builds (2 posts) **Sources:** SeoProfy, Rank Masters, Ahrefs, HubSpot, Marketing Insider Group, Anthropic, SUPALABS, DeskDay, Athenic, Ranktracker, Channel Insider | — | — | — | — | I disagree on frequency, what would happen if we increase frequency? | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 13, 2026 | Wed 5/13 SCHARP onsite day. Heavy schedule: 8:30 Robert Jackson 1-hour, 10am CIT All Hands, 3 SCHARP onsite blocks (MFA chase, walkthrough, BAFMA planning), 1pm Cotsen deep work block (project due Friday, only 0.5h of 36h spent), DTLA CIRP rewrite at 3:30. Yesterday logged 21h with multitask overlap. | SCHEDULE (Wed 5/13 - SCHARP onsite day) - 07:00-08:30 Dr. Appointment (Block) - 08:30-09:30 Robert Jackson 1-hour Meeting Time (yours) - 10:00-10:30 CIT Weekly All Hands - 10:30-11:15 SCHARP: MFA Leadership Chase - Erin Hill/Kashif Khan - 11:15-12:00 SCHARP: Onsite IT - Hallway/Tickets - 12:00-13:00 Lunch - 13:00-14:00 BLOCK Cotsen AI Assessment - Docx Build (DUE FRI) - 14:00-14:30 PCO Production Scheduling Check - 14:30-15:30 SCHARP: BAFMA-Crenshaw Site Visit Planning - 15:30-16:00 DTLA: CIRP Rewrite - 16:00-16:30 EOD Wrap - 17:00-18:00 Dom Internship Orientation TIME YESTERDAY (Tue 5/12): 21.00h / 22 entries - SCHARP 5.35h, Angel Food 5.28h, AF 4.81h, Crimson 4.11h, DTLA 0.97h, Cotsen 0.48h - Multi-task overlap explains >8h total OPEN CW: 48 service tickets + 4 project tickets + 7 active projects (Christi as mgr) - Projects: Cotsen #2673 due Fri (0.5h of 36h!), DTLA #2684 low activity, Anderson #2692 low activity, Karney #2626 low activity, Alere #2695 OK, SCHARP #2638 healthy 61%, Crimson #2441 no budget set TASKS: 190 active - AF 44, SCHARP 55, Crimson 13, DTLA 2, Anderson 3, Personal 18, Unlinked 55 OVERDUE HIGHLIGHTS: - AF SaaS backup 4/4, AF DLP strategy 4/11, AF Camp Kelly Privett 5/7, AF Camp Michuan quote 5/9 - SCHARP Latisha Barbera offboarding 5/6, GAM OAuth 5/7, vendor contract investigation 5/9 - DTLA AI/Claude Audit kickoff 5/11 - Anderson 2 deliverables blocked on Andrew Evans 5/2 - Cotsen survey pull 4/10, M365 audit 5/8 INBOX TODAY: 14 messages, 9 unread - Actionable: Araceli Gonzalez OWL Purchase, Google security alert SCHARP, Mike Yasuma/Vance Nygard Avalon Claude kickoff, BrightGauge datasource disconnected - Replied: Sean Du Plessis website access, Jason Yu Karney AI comparison SENT: 3 (Jason Yu, Website Access reply chain, Radar brief) | 9 | 0 | 12 | — | Attention needed: 1. Cotsen #2673 due Fri - only 1.4% budget spent, 1pm deep work block today is critical 2. CW Project #2441 (Q2 Rock #6 v2 Automation) has 0 budget - fix or close 3. BrightGauge disconnected today - verify matches Anzor's removal directive (overdue task 4/26) 4. 4 URGENT Personal AdaptoIT items: Next.js CVEs 5/16 across 4 SaaS apps + Vercel Hobby audit 5. AF tasks 30+ days overdue: SaaS backup plan, DLP strategy - reschedule or delete 6. Anderson stalled - 2 high deliverables blocked on Andrew Evans since 5/2 7. DTLA CIRP due Sat 5/16 - 30min block at 3:30 today 8. SCHARP YubiKey procurement, CrowdStrike->Huntress swap, SonicWall replacement all High Priority no due date 9. Robert Jackson 8:30 starts soon - confirm prep | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Archie: Chris Huang / Arc Capital — Claude Questions | # Chris Huang Meeting: Claude at Arc Capital **Agent:** Archie | **Source:** Meeting transcript 04-09 ## Claude Token Pooling Tokens **cannot** be pooled between users. Each user has their own allocation. ## Claude Enterprise Requires **minimum 25 seats.** Arc Capital likely does not qualify. ## Capacity Pause Issue - Usage slowdowns during peak hours (7am-11am) — burns tokens faster, like electricity - Recent Middle East data center incidents caused US service slowdowns - Need to investigate: is this a usage issue or an outage? ## Connectors / Plugins Cannot be admin-forced due to **GDPR/CCPA.** Each user must opt-in individually. This is a policy limitation, not a technical one. ## Claude Projects Chats require **manual sharing** — no auto-share setting exists. ## Action Items 1. Send Claude tips and tricks email to ALL Claude-using clients (CC Neville at Arc) 2. Confirm Arc Enterprise eligibility 3. Investigate capacity pause — usage vs outage ## People - **Miles:** Arc's heaviest Claude user - **TJ:** Second heaviest - **Neville:** Should be CC'd on all AI communications - **Christi:** Has 52 Claude Code agents, $200/month personal plan ## Urgent **Arc Meraki license expires in 6 days.** Needs immediate attention. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 12, 2026 | Tuesday AF onsite day. Christi at AF since 7:18 AM after early Project Angel Food Kaiser Security Questionnaire work (sent 6:20 AM, ticket #942034). Zero CW time logged Monday — Dewey back-fill required. Cotsen AI Assessment due Friday with only 0.5 of 36 budget hours burned. Calendar conflicts stacked 1-3:30 PM (AF Word training, DTLA tabletop recap, AF block). | SCHEDULE TODAY 02:36-06:23 PAF/Foodsmart Kaiser Security Assessment #942034 (DONE - sent 06:20) 07:18-09:45 AF Onsite - desk setup, email triage, ticket review, walk-by requests (NEEDS LOGGING) 10:00-11:00 Crimson IT Weekly Project Queue Up #941380 12:00-13:00 Lunch 13:00-14:00 AF Staff Training - MS Word (Pick-Your-Day) [CONFLICT] 13:30-15:30 DTLA Alliance 4/29 Cyber + DR Tabletop Recap #938856 [CONFLICT] 14:00-17:00 Block - Potential ELT AF [overlaps] TIME LOGGED YESTERDAY (5/11): 0.00 hours - flag for Dewey back-fill ACTIVE CW PROJECTS (7): - Cotsen AI Assessment 36h budget / 0.5h actual - DUE 5/15 (3 days) - SCHARP Interim Managed IT 149.5h / 91.34h (61% used) - Karney AI Training 9h / 0.66h - DTLA Claude Team Setup 19h / 0.45h - Anderson Claude Team 11h / 0.82h - Alere Copilot Readiness 4h / 1.03h - Q2 Rock #6 Automation Roadmap (Crimson IT) 0h/0h OPEN SERVICE TICKETS: 42 - AF: 12 | SCHARP: 13 | Crimson IT cross-client: 8 | DTLA: 2 | Other: 5 (Arc, Irongate, Beta Bionics, Cotsen, PAF) HIGH-PRIORITY TASKS FROM AIRTABLE (9): - URGENT: Next.js Security CVEs - All SaaS Projects - HIGH: SCHARP ~100 failed CWRMM installs - HIGH: SCHARP Peerless/Infobip internet upgrade follow-up - HIGH: AF Staff Training Series Spring 2026 (In Progress) - HIGH: AF Leadership Account Hardening (discuss w/ Jeremy/Sergio/Carl onsite today) - HIGH: AF Tech Stack Review w/ leadership 1pm onsite - HIGH: Anderson tenant survey from Andrew Evans (blocks proposal) - HIGH: DTLA IR Plan finalize (5/6 draft) EMAIL TODAY: Inbox actionable: Susanna Deng IT receipt request (unread 09:34), Carl Milburn AF CFO cannot submit IT ticket (unread 09:23 LEADERSHIP), Greg Peacher Camp Paivika low voltage timeline, MS Security sync 24h (resolved). Sent: Olivia Pannell escalation 09:34, Mike Yasuma + Anton Mark PAF/Foodsmart Security Questionnaire 06:20. ATTENTION: 1. Zero CW time logged Mon 5/11 - Dewey back-fill 2. Carl Milburn AF CFO ticket-submission failure - leadership escalation 3. Cotsen 5/15 deadline + 35.5h of budget unused 4. 1-3:30 PM triple-booking - pick primary 5. AF onsite 7:18-9:45 needs logging (no May Fair Oaks onsite ticket exists yet) 6. Olivia Pannell IT receipt escalation tracking | 6 | 0 | 9 | — | Surfaced 6 attention items. Zero items completed yet today. 9 high-priority tasks carried forward from Airtable. Critical: time-tracking gap for Monday + AF morning, Cotsen 3-day deadline, AF CFO ticket-submission issue, 1-3:30 PM triple-booking. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 18, 2026 | Monday SCHARP onsite day with a light calendar (BHCIP project meeting, Chris/Pete 1:1). Friday timesheet logged 16.22h but contains two duplicate entries (Cotsen #933700 and AF #942153) inflating it to ~14.2h actual. 54 open service tickets, 7 projects, and a 296-task Airtable backlog with ~61 overdue actionable items. Hot item: DTLA 4-doc policy package due tomorrow 5/19. | SCHEDULE: 11:00-12:00 Weekly BHCIP Project Meeting (Jessica Crawford); 2:30-3:00 Chris/Pete 1:1 (Teams); 9:30-10:30 CCBHC Quality Series Session 3 (done); 12:00-1:00 Lunch. TIME LOGGED FRIDAY 5/15: 16.22h / 13 entries - flagged. Duplicate entries: Cotsen #933700 (0.88h) and AF #942153 (1.12h) each logged twice; real total ~14.2h. By client (as logged): SCHARP 5.93, Cotsen 3.59, DTLA 3.52, AF 2.56, Crimson 0.62. TICKETS/PROJECTS: 54 open service tickets owned by Christi (AF 17, SCHARP 16, Crimson 11, DTLA 3, others 7); 7 CW projects as manager (none over budget; SCHARP/Barbour-Floyd 91.3h of 149.5h); 4 project tickets. #943004 SCHARP in Completed status but not closed. TASKS: 296 open in Airtable. 70 actionable (URGENT/blocked/overdue/due-this-week), ~61 of those overdue. 2 URGENT: Camp Paivika Quote 7013 signature follow-up (overdue 5/8), HIPAA 618 unlicensed accounts cleanup (overdue 4/15). Due this week: DTLA 4-doc policy package (5/19), AF leadership hardening + tech stack review (5/19), Cotsen training materials (5/20), Dr. Barbour home office visit (5/21), DTLA IR Plan rewrite (5/22). EMAIL: Carl Gayden Capital Tracker (replied), Darva Coleman Cost Center List, Kamyab/Cotsen training, AnswerConnect 4x Liviu Olteanu repeat calls, BrightGauge disconnected, KnowBe4 4x nags. ATTENTION: (1) DTLA policy package due 5/19; (2) Friday timesheet duplicate entries - Dewey to fix; (3) Next.js CVE-2026-27979/29057 patching overdue; (4) Cotsen deliverables past Quote 7203 deadline; (5) 296-task backlog needs triage; (6) duplicate tasks in Airtable (Next.js x4, ADT install x4, Cotsen survey); (7) AF tech stack review tomorrow 1pm on-site; (8) close SCHARP #943004. | 8 | 0 | 70 | — | Surfaced 8 attention items. Carried forward ~70 actionable tasks (61 overdue). Nothing completed yet this morning - briefing generated at 11:15am. Recommended for action: clean duplicate Airtable tasks and the Friday duplicate time entries; triage the 296-task backlog; close ticket #943004. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 30, 2026 | Heavy production day. SCHARP onsite. 5-step plan complete (Step 5 timesheets blocked on 2-day input). Two summary emails shipped (Anderson, DTLA Alliance Tabletop). Major systemic build: Agent Calibration Log table created, Universal Airtable Protocol baked into all 50 agent .md files, Drafting Context Rule added universally, April's 32 calibration entries backfilled. 3 blog drafts produced (M365 E7 delegated to Stephanie, HIPAA + School Advocacy on disk). 11 Critical/High Agent Learnings approved including the trust-building two-goal principle. AF Board going to true cost flagged as governance-level escalation. SCHARP budget cross-checked vs Kashif spreadsheet — line 5301 over by $228K, almost certainly a 5301-vs-5302 categorization issue. Christi's standing onsite pattern declared (Mon+Wed=SCHARP, Tue+Thu=AF) effective 5/4. Bestie #2 made and corrected 3 mistakes today: wrong audience on Anderson draft, wrong board on Kevin DTLA ticket, over-formal on Cotsen draft (which Christi sent her own version of). Each corrected and captured as Agent Learnings. | <h2>5-Step Plan</h2><p>1. Airtable status sweep: Completed. 2. Yesterday's meetings: Completed (Anderson + DTLA recaps sent). 3. Email triage + April calibration: Completed (32 entries backfilled, 5 self-rules proposed). 4. Top 5 today: All addressed by EOD. 5. Timesheets: In progress, blocked on 4/23 + 4/24 input.</p><h2>Drafted/Sent Today</h2><ul><li><strong>Anderson recap</strong> to Andrew Evans — sent with light edits</li><li><strong>DTLA Tabletop recap</strong> to Kevin + Michael — sent verbatim (gold-standard format)</li><li><strong>Alere CoPilot Mobile</strong> reply to Giancarlo — sent</li><li><strong>Karney follow-up</strong> to Jason Yu — sent</li><li><strong>Cotsen Audit & Cleanup recap</strong> to Kamyab + Cotsen team — sent with substantive edits (Christi rewrote in more formal voice for that audience)</li><li><strong>Kevin DTLA ticket #938966</strong> opened on HelpDesk (MS); confirmation email in Drafts</li><li><strong>M365 E7 blog</strong> (Otto, 1780 words) — delegated to Stephanie via Teams; E7 launches 5/1</li><li><strong>HIPAA 2026 Security Rule blog</strong> (Otto, 1870 words) — drafted, .docx ready, NOT yet handed off</li><li><strong>School Advocacy Script blog</strong> (Kevin, 2050 words) — Counted Doors, no WP MCP path yet</li></ul><h2>Systemic Build</h2><ul><li>NEW Agent Calibration Log table (<code>tblxr0etDF1TGEiB7</code>)</li><li>Universal Airtable Protocol section appended to all 50 agent .md files</li><li>Drafting Context Rule appended to all 50 agent .md files</li><li>April's 32 calibration entries backfilled</li><li>11 new Critical/High Agent Learnings (Calibration mandate, trust-building principle, em dashes never, Stuart minion-jokes-when-they-fit, board selection, combine related questions, formality is contextual, KnowBe4/Teams/lunch noise rules, standing onsite pattern, drafting context rule)</li></ul><h2>Strategic Flags</h2><ul><li><strong>AF Board → true cost model.</strong> Governance escalation. Bekker/Rex/Warren/Tim must read at next session start. Waiting on Christi's meeting note.</li><li><strong>SCHARP 5301 over by $228K vs FY26 budget</strong>; likely 5301-vs-5302 categorization issue. Conversation candidate with Kashif/Darva.</li><li><strong>DTLA IR Plan + IT Policy is project-scope</strong> — Hugo gate, Christi committed in writing.</li><li><strong>DTLA Alliance / Downtown Center BID</strong> missing from Airtable Clients table.</li></ul><h2>Carryovers for Tomorrow</h2><ul><li>Dewey 4/23 + 4/24 input (blocks 8-day timesheet backfill)</li><li>AF meeting note → update true cost flag</li><li>Schedule announcement emails by 5/2 (SCHARP Gmail / AF Outlook / Crimson internal)</li><li>Cotsen audit work must actually run week of 5/5 (committed to Kamyab in writing)</li><li>ChoreSteps agent design (Christi's afternoon plan, did not happen)</li><li>HIPAA blog hand-off to Stephanie</li><li>Stuart Claude vs Copilot blog fate (kill or rebuild)</li><li>Cotsen Hugo pre-work hours decision (since 4/8)</li></ul> | 32 | 18 | 12 | — | Christi corrected 3 of Bestie #2's drafts today: Anderson (drafted to wrong audience), Kevin DTLA ticket (wrong board), Cotsen Kamyab (over-formal but in this case was the right register for the situation). Each correction filed as Critical Agent Learnings. The 'I'll come back separately' reflex was named as a banned pattern. Trust-building two-goal principle locked as universal anchor for client communication. Standing onsite pattern declared (Mon+Wed=SCHARP, Tue+Thu=AF) effective 5/4. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Otto: Crimson IT Content Strategy | # Crimson IT Content Strategy **Agent:** Otto | **Track:** Crimson IT ## Publishing Cadence (Phased Ramp) - **Months 1-3:** 2 posts/month (build pillar structure, earn E-E-A-T trust) - **Months 4-6:** 4 posts/month - **Months 7+:** 6-8 posts/month (full velocity) SEO traction appears months 3-6, stronger by months 9-12. ## 5 Topic Clusters 1. Cybersecurity for SoCal SMBs 2. Managed IT vs Break-Fix 3. HIPAA and Compliance for Nonprofits 4. AI in the Workplace 5. Cloud Migration and M365 ## Distribution - **Tier 1:** Google Business Profile updates, LinkedIn personal, email newsletter - **Tier 2:** Short-form video repurposing, local business media outreach ## Priority Sequencing Lead with cost justification and cybersecurity risk — highest commercial conversion intent for MSP lead gen. ## 6-Post Launch Calendar Mapped by month with pillar type. Stuart and content team can execute without ambiguity. **Sources:** Opollo, SpyderWebDev, MSP Launchpad, SeoProfy, Brand Theory, Path Digital, MSP SEO Agency, Channel Pro Network, Tactics Marketing | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 26, 2026 | Tuesday 5/26 - first day back after Memorial Day. Christi started Concur SSO work at 9:08 AM in parallel with briefing. 83 open tickets, 7 active CW projects (one OVER BUDGET - Alere Copilot), 310 Airtable tasks (91 overdue, 1 URGENT 41 days late on HIPAA cleanup). 1pm has 3 stacked meetings - real conflict. | SCHEDULE: 7:11-7:58a PAF questionnaire (logged, ticket closed). 8-10a Focus / Concur SSO build (started 9:08). 10-11a Week 22 Project Que Up. 11-12 Ops L10. 12-1 Lunch. 1pm CONFLICT (CoPilot demo attendee vs 2 WestFin blocks). 1:30-2:30 AOP V3 brainstorm. 2:30-3 EOD wrap. TIME: Last logged Thu 5/21 (7.38h). Fri 5/22 has 0 hours logged - GAP. Memorial Day weekend expected 0. Today 0.78h so far (PAF entry). TICKETS: 83 open. AF 28, SCHARP 23, CIT 19, Cotsen 4, DTLA 3, Alere 2, BB/Eldridge/Irongate/Arc 1 each. PROJECTS: 7. Alere Copilot Readiness OVER BUDGET (4.05/4.00). Crimson IT Q2 Rock #6 NO ACTIVITY (0/0). TASKS: 310 total. URGENT=1 (HIPAA 618 enabled-unlicensed accounts AF, due 4/15, 41 days overdue). Blocked=1 (DTLA IR Plan rewrite). 91 due today or overdue. EMAIL: 15 inbox, 7 sent. Concur Access fwd from Michuan 8:01a relevant to SSO work. Concur invoice pending approval 6:47a. HOLDS: Miro AOP board (V3 reframe, 6 decisions pending). Cross-machine April drift fix scheduled for tonight at home. | 5 | 1 | 91 | — | SURFACED: (1) Friday 5/22 has 0 hours logged - reconstruction or OOO confirm needed. (2) URGENT HIPAA cleanup overdue 41 days. (3) 1pm three-way calendar conflict. (4) Alere Copilot project OVER BUDGET. (5) DTLA IR Plan task BLOCKED on contact list. COMPLETED TODAY: PAF Foodsmart/Kaiser questionnaire ticket 942034 closed, 47 min logged. CARRIED FORWARD: 91 tasks with due dates today or earlier. The 4/15 URGENT HIPAA task and 5/22 DTLA blocked task are the longest-standing items. IN FLIGHT IN PARALLEL: Concur SSO build-out (Christi started 9:08 AM, needs CW ticket created). | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Jun 2, 2026 | Tuesday AF onsite. 7am BAFMA MFA prep then heavy meeting day: Fairfield (Olivia), Crimson Projects Queue, AF IT Update, HR+IT with Michuan, Concur SSO, EAP Tabletop. Yesterday logged 6.86h split AF/SCHARP/Crimson. 339 active Airtable tasks (116 High, 41 overdue). Two URGENT items pegged to June 15 Anthropic deprecation still pending. | — | 5 | — | 41 | — | Action items surfaced: 1) 3:00-4:00 Drive block vs 3:30-4:30 EAP Tabletop conflict — decision needed before 3pm. 2) SCHARP Verizon overnight suspension reminders — check billing/AP before BAFMA MFA work. 3) Two June-15 Anthropic urgent items (SaaS audit + Code tier choice) still Pending, T-13. 4) Crimson Q2 Rock #6 (Automation roadmap) 0h budget/0h actual — scope decision with Pete/Anzor. 5) 41 overdue High-priority tasks largely from 5/20-5/22 — sweep for complete-but-unmarked. Client work distribution stable: AF + SCHARP dominate. New CW projects all in setup (low actuals): Anderson, Avalon, DTLA Claude Team; Cotsen AI Assessment; Karney AI Training. Alere Copilot at 14% budget consumed, on track Phase 1. Email signal: Brivo unauthorized-user thread active (replied 7:37 PM, watch for Dan/Michuan); Verizon SPOC AF order resolved; Cotsen sessions 2/3 + Kamyab follow-ups still in queue; Bridget/Apollo (SCHARP) new email request thread. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 19, 2026 | Manual refresh of the Tuesday 5/19 briefing (the 6 AM automated run already went out). AF on-site day with a heavily double-stacked morning calendar. 54 open service tickets, 7 CW projects, 239 active Airtable tasks. Headline risks: Cotsen AI Assessment is past its 5/15 deadline with almost no hours logged, DTLA IR Plan is Blocked and due 5/22, and 68.65 h was entered into ConnectWise on 5/18 (likely a bulk backfill needing Dewey review). | SCHEDULE (Tue 5/19, AF on-site): Meetings - 8:30 Blake Benjamin/ComDirect; 9:30 Operations L10; 10:30 Project Que Up (overlaps L10); 11:00 Cotsen AI Training Session 1 (overlaps Que Up); 1:00 AF Staff Training Excel (Block); 2:00 Samantha Smith. Blocks - 10:00 CW #943492 Project Que Up; 3:00 EOD Wrap; 3:15 Drive Home Pasadena; 4:15 Focus time. Morning 9:30-12:00 is triple-stacked. TIME LOGGED MON 5/18: 68.65 h across 47 entries by dateEntered. Crimson internal ops 33.4h (#942163 alone 31.9h), SCHARP 20.1h (#942176), AF 9.7h (#942117), Cotsen 6.0h (#933700), DTLA 2.8h (#938856), PAF/Arc 0.9h. Far above a single-day human band - almost certainly a bulk backfill entered Monday. TICKETS/PROJECTS: 54 open service tickets owned by Christi (SCHARP 16, AF 17, Crimson cross-client 11, DTLA 3, other 7). 7 CW projects as manager: #2638 SCHARP Interim Managed IT 149.5/91.3h; #2673 Cotsen AI Assessment 36/0.5h; #2684 DTLA Claude Team 19/0.5h; #2692 Anderson Claude Team 11/0.8h; #2626 Karney AI Training 9/0.7h; #2695 Alere Copilot 4/1h; #2441 Crimson Q2 Rock 0/0h. 4 open project tickets. TASK LIST: 239 active. By client - SCHARP 70, AF 63, Unassigned 37, Personal/Adapto 28, Crimson 24, Alere 9, Anderson 5, DTLA 3. Status - 69 Pending Approvals, 57 Not Started, 37 In Progress, 28 Open, 28 Pending, 12 Waiting on Client, 1 Blocked. 66 tasks sit in Completed status and should be cleared. EMAIL: Quiet inbox (9 items today, mostly pre-8 AM), 3 sent. Babette Rivera declined AF Excel training x2; BrightGauge datasource disconnected (likely expected); Adobe pending requests; Vladimir Estrin Teams message 12:59 AM. ATTENTION: (1) Cotsen AI Assessment past 5/15 deadline, project only 0.5h of 36h, training materials due 5/20 - needs status call today. (2) 5/18 time looks like a bulk backfill - Dewey to verify human-equivalent hours. (3) DTLA IR Plan Blocked, due 5/22, plus companion IT policy 5/22. (4) Two AF leadership items due today - tech stack review + account hardening at the 1 PM on-site. (5) Camp Paivika cluster overdue - Quote 7013 signature/$11K deposit (5/8), carrier + AP placement with Kelly Privett (5/15); wiring week 5/26 at risk. (6) Morning calendar double-stacked 9:30-12:00. (7) Stale overdue: ESCALATE case CS4412746 (4/26), BrightGauge removal (4/26), Adobe approvals (4/26), M365 Claude default-on compliance check (5/6). | 7 | — | 239 | — | Surfaced 7 attention items. Top priorities for today: Cotsen status call (project past deadline), unblock DTLA IR Plan ahead of 5/22, confirm agenda for the 1 PM AF leadership on-site, and chase the Camp Paivika quote/carrier cluster. Carried forward: 239 active tasks, 54 open service tickets. Dewey follow-up needed on the 68.65 h logged 5/18. Housekeeping: 66 Completed-status tasks to clear from the board. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Jun 15, 2026 | First briefing back from vacation. Friday 6/12 was PTO (9h). Today: Wayfinder IT training (10a, SOW change), SCHARP check-in (12p), Gartner intro (2p). Surfaced a large post-vacation backlog: 400 active tasks (470 total), 46 overdue High/Urgent, 3 URGENT (AF HIPAA 618-account cleanup, BetaBionics M365 compromise, SCHARP Dr. Barbour oversight). 6 active CW projects, none over budget. Email scanned back 5 days. | SCHEDULE (Mon 6/15): 8:00-8:30a timesheet/expense submission; 10:00-11:00a Crimson IT & Wayfinder Teams IT Training (SOW change, Robert Lazo POC); 12:00-1:00p SCHARP IT Recurring Check-In (overlaps lunch block); 2:00-2:30p Gartner-Crimson IT Introductions (Scott Treend). Plus zero-duration 5p CW follow-up activities (badge access, MFA, Cotsen #945112, Eldridge #944500). TIME: Friday 6/12 = 9.00h PTO/Vacation (#947993). No gaps. OPEN WORK: ~95 open service tickets owned by Christi (heaviest AF, SCHARP, Crimson internal). Several SCHARP Done-Yet badge/MFA tickets aging 27-32 days. 6 active CW projects as manager: Alere Copilot #2695 (102.2h/26.4h), Cotsen AI #2673 (39h/0.8h), DTLA Claude #2684 (37h/0.5h), Anderson Claude #2692 (19h/0.8h), Avalon Claude #2702 (12.9h/2.4h), Karney AI #2626 (10h/0.7h). None over budget; low-actuals projects may need kickoff push. TASKS: 400 active / 470 total. 3 URGENT, 141 High, 154 Medium. 46 High/Urgent past due (mostly May slippage from vacation). EMAIL (5-day actionable): Scott Treend x2 (Gartner intro); Julia Kronfli (Wayfinder SOW/training); Kevin Thomas (DTLA Policy Package review); Gabby Ortiz/Giancarlo Foppiano (Alere Copilot 2695 labels/pilot); Michuan Fleming (Internet at Camp); Greg Peacher/Gabby (Case 111221 Internet down); Kamyab Hashemi-Nejad (Cotsen AI cyber resilience); Sam Smith (2026 Tabletop briefing); vendors Smarsh renewal + SonicWall pricing Aug 1. | 5 | 0 | 400 | — | ATTENTION (5 flagged): (1) SECURITY BetaBionics M365 compromise INC-195823/195879 (URGENT 6/8) - confirm closed; (2) SECURITY Google alert cesar.portillo@scharpca.org 6/14 + quarantined phish in CIT; (3) HIPAA AF 618-unlicensed-account cleanup (due 4/15) + 192 stale-account removal (due 3/31) still pending approval - oldest compliance debt; (4) BrightGauge datasource disconnecting daily since 6/11, aligns with Anzor remove-BrightGauge task - confirm decommission; (5) all 3 of today's meetings need light prep. CLEANUP recommended (post-vacation triage): 19 'April Inbox Summary' auto-task entries (bulk-closeable); 13 duplicate Next.js CVE patch entries (collapse to one); 2 Claude Sonnet4/Opus4 retirement-migration tasks (retirement was today 6/15 - verify & close); KnowBe4 past-due training reminders flooding inbox (noise, not tracked per rule). CARRIED FORWARD: 400 active tasks, 46 of them overdue High/Urgent. ITEMS COMPLETED today: 0 (briefing run only). | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Jul 29, 2026 | Wednesday 7/29 briefing refreshed at 9:45 AM. Light internal-meeting day (Champion Sync Up, CIT All Hands, AI COP 11-1) with no SCHARP onsite block despite Wednesday being an onsite day. Yesterday closed at 8.47h with the Pete meeting still unlogged. Biggest movers: Patrick Doolin replied on the SCHARP HQ bandwidth upgrade (both circuits out of term, ball back in Christi's court), 6 of 9 CW projects are past their estimated end date with SCHARP 2718 at 166% over budget, and the Zix/BAFMA journaling failure has now fired two nights running. | SCHEDULE (Wed 7/29) Meetings: 9:30-10:00 Champion Sync Up Continued (Olivia Pannell); 10:00-10:30 CIT Weekly All Hands (Teams); 11:00-13:00 AI COP (Zoom, John Buccola, agenda sent 7:42 AM). Blocks: 8:00-9:30 Focus time; 13:00-14:00 Lunch; 16:00-16:30 EOD Wrap (Mon/Wed pattern, correct). Flags: No SCHARP onsite block on the calendar despite Wednesday being an onsite day. Three stale CW schedule entries for today that are not on Outlook - AI University Day 3 12:00-14:00 (postponed 7/28, would collide with AI COP), Karney ticket 961202 at 17:00, and a 17:30 EOD Wrap (that is the temporary Tue/Thu slot). TIME Yesterday Tue 7/28: 8.47h across 13 entries. AF 3.31 / Crimson 2.69 / SCHARP 1.33 / Karney 0.38 / Alere 0.28. Today so far: 0.00h as of 9:45 AM. Gap: the 7/28 Pete meeting is still unlogged. Log 33 or 37 min to ticket 956831 (Crimson IT company 250, workRole 14 CIO, workType 55 Admin, DoNotBill) to bring 7/28 to roughly 9.0h. ACTIVE CW PROJECTS (9 open, Christi as manager) - 6 past estimated end date 2718 SCHARP KnowBe4+Huntress: budget 3.66 / actual 9.75, end 07/23 - OVER BUDGET +166% 2673 Cotsen AI Assessment: 38.75 / 1.10, end 06/15 - NO ACTIVITY, 44 days past end 2702 Avalon Claude Team: 12.91 / 6.99, end 06/13 - past end 2626 Karney AI Training: 10.00 / 6.91, end 06/30 - past end 2711 Barker Pacific Claude Enterprise: 10.75 / 3.50, end 07/10 - past end 2692 Anderson Claude Team: 19.00 / 13.66, end 06/01 - past end 2695 Alere Copilot Readiness: 102.19 / 58.49, end 07/31 - ends Friday but trainings are booked 8/3 and 8/5, needs extension 2731 Westwood Claude Team Pilot: 23.00 / 0.63, end 08/09 - barely started 2684 DTLA Claude Team Setup: 36.75 / 8.74, end 08/29 - on track OPEN TICKETS (39 open service tickets, 17 in Completed status awaiting close and not action items) SCHARP: 962284 HQ Bandwidth Upgrade - STATUS WRONG, Doolin replied 7/28 10:17 that HQ has a 100M core primary plus 200Mx10M coax secondary, both out of term, and is asking what increase is wanted on each. 957453 Cyber Liability renewal, Scheduling Required, idle 5d, Coalition renews 9/21 with non-renewal notice due early August. 959625 Box to Google migration kickoff, 14d, migration targeted for the weekend. 957137 Policy Development and Box Review, Working Issue Now, idle 5d. Ability First: 962546 AF Onsite 7/28 catch-all left in Working Issue Now overnight, should have been Completed at EOD. 962518 BlueWave/ComDirect, correctly Waiting on 3rd Party. 960765 Cloud File Storage SOP idle 5d. 959304 Litigation Hold idle 5d. 929963 ScalePad LMX idle 5d. Other: DTLA 955404 Security Policy Package 29d. Karney 957259 AI University coordination 21d. Westwood 948536 (55d, idle 5d) and 960766. Belay 961764. Crimson 948037 HeyGen library 57d idle 5d. TASKS 296 open Airtable tasks, 71 overdue. That backlog is the known stale-task problem and is not a real work queue. Due today: Scope Karney data-integration project (property/tenant data auto-populating leases and notices), ticket 957259. URGENT band: Expedite Larissa (East LA) new program supervisor setup, 961006 - actually resolved 7/28, Vana confirmed 7:33 AM today, should be closed. High priority past due still live: DTLA policy redlines (7/14); SCHARP FY27 budget reformat for Kashif (7/14); Barker Claude admin role confirm (7/17); Barker training outline (7/20); Karney Claude desktop push (7/20); Karney ChatGPT rollout (7/20); Dewey time-entry reconciliation 7/9-7/16 (7/17); Jerry n8n HITL flow (7/22); Jerry msp-ai node plus CW callback (7/23); Crimson invoices by Aug 1; AF Microsoft license renewal review (renewal is October, not 7/29). Blocked: DTLA Cybersecurity IR Plan rewrite (waiting on contact list); AF Paylocity onboarding automation. EMAIL Actionable: Becky Kaleem of Digital Realty via Robert Featherstone (9:13 and 9:34 AM) requesting an up-to-date certificate of insurance for DLR LAX11, template attached, related to DLR case 01186211 updated 7/28. Giancarlo Foppiano of Alere (7/28 5:00 PM) asked to turn on Copilot licenses for the rest of their employees with SharePoint access ahead of training, still unanswered. Sergio Rizzo-Fontanesi of AbilityFirst on April's email reactivation, ticket 962531, account already reactivated 7/28 under 962545, confirm notification loop and Authenticator registration. Zix (00:06 today) E-Mail Feed Failure for Barbour and Floyd Medical Associates, second night running, still addressed to lorenzo.young the departed CIO. SCHARP operational: UKG Pro P2 service degradation Event-2240, LANES Portal login interruption July 30, Google Workspace user-reported phishing for grantsupport@hrsa.gov. BrightGauge datasource disconnected (5:21 AM). Noise: KnowBe4 past-due nags x4, Dell and Cisco order traffic, DMARC reports, Meraki Santa Monica flap 7/28 13:10-13:17 self-recovered. Drafts still sitting: AF Microsoft License Renewal to Michuan (wrong date in subject line, rewrite against October or discard); Barker Checking In Claude Admin Role Setup (7/28 12:09); Alere Following up after Pilot Users Meeting (7/23); transcript sweep note to self (8:48 AM). Outbox empty, no COM send wedge. ATTENTION NEEDED 1. Doolin replied, SCHARP 962284 needs bandwidth numbers, both circuits out of term is the leverage window, ticket status stale at Waiting on 3rd Party. 2. Pete meeting 7/28 still unlogged, 33 or 37 min to 956831. 3. 962546 AF onsite catch-all left open overnight. 4. SCHARP project 2718 at 166% over budget, 6 of 9 projects past estimated end date, Alere 2695 ends Friday with training booked the following week. 5. Zix/BAFMA journaling failure two nights running. 6. Digital Realty wants a certificate of insurance for LAX11. 7. Alere Copilot license expansion is an unanswered client ask. 8. No SCHARP onsite block on today's calendar. 9. Three stale CW schedule entries for today. 10. Larissa 961006 URGENT task is resolved and should be closed. | 10 | 0 | 71 | — | Surfaced 10 attention items. Highest-value new signal: Patrick Doolin's 7/28 reply on SCHARP HQ bandwidth (100M core primary + 200Mx10M coax secondary, both out of term) means ticket 962284 is mis-statused as Waiting on 3rd Party and Christi owes him target bandwidth numbers on each circuit. Second: CW project health was materially worse than tracked - 6 of 9 projects past estimated end date, SCHARP 2718 at 166% over budget, Cotsen 2673 at 1.1 of 38.75 hours and 44 days past end, and Alere 2695 expires 7/31 while its trainings are calendared for 8/3 and 8/5. Completed today: 0 (briefing ran at 9:45 AM, before the workday's execution). Carried forward: 71 overdue Airtable tasks out of 296 open. Standing carried items still unverified: MFA Codes pipeline live ReachUC code; Fletcher routing backlog (~25 pre-7/16 transcripts); stale-task triage; Vera first nightly run; SCHARP cyber non-renewal notice early Aug; Jerry's n8n builds; GAM OAuth re-auth needed (interactive gam oauth create); Zix ticket 960984 BAFMA journaling gap now confirmed still failing; Meraki antennas draft to Kelly Privitt. Hygiene corrections needed: close Airtable URGENT task for Larissa (961006, resolved 7/28); complete AF onsite catch-all 962546; remove three stale CW schedule entries for 7/29 (AI University Day 3, Karney 961202 at 17:00, 17:30 EOD Wrap). | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 20, 2026 | April: EOD Wrap Wed 5/20 - AF cleanup (273 deletes), Alere plan delivered, DTLA GO FOR SIGNATURE, tomorrow blocked | # EOD Wrap - Wednesday May 20, 2026 **Agent:** April | **Track:** Operations ## Today's Wins (15 deliverables) - 273 AF accounts soft-deleted (235 shared + 4 bucket waste + 2 PIPs + 5 T5 + 27 T4) - 89,250 AF calendar ghost/duplicate events purged - AF licensed-account audit complete: corrected savings $21,978 -> $10K (real nonprofit pricing) - ~$3,470/yr immediate savings unlocked from today's 273 deletes - 3 OneNote client project plans (Alere / DTLA / Anderson) - 4 OneNote AF License Audit tier pages (T3/T4/T5/T6) - 5-notebook OneNote structure (Crimson vCIO, AF, SCHARP, Other Clients, Personal) - OneNote template POC (Client Meeting Notes) + Owen/Peter agent definitions - Alere Copilot Project Plan docx delivered - DTLA DR/Policy package validated GO FOR SIGNATURE (Friday meeting) - SCHARP+BAFMA all-staff email sent (Excel training + Memorial Day + DocuSign) - 12 Excel training RSVPs collected, all added to Thu invite - TPx Cyxtera circuit inquiry sent (Tracey Aziz) - Peerless 2610 bandwidth quote request sent (Delaney Doolin) - 7 new feedback/reference memories saved ## Slipped / Deferred - Cisco CA 82488015 expired (CIT Admin, not Christi) - gam oauth create pending (blocks SCHARP Gmail sweeps) - T3 (13) + T6 (24) AF deletes - awaiting Christi authorization - spadmin delete - awaiting authorization - jculbertson + lwilson migration - needs Christi decision - 6 Bucket E service accounts - awaiting decisions - Anderson 3 blockers - waiting Andrew Evans - Carl $36K capex docs - waiting Carl (Archie findings ready) ## Tomorrow Thu 5/21 - Fully Blocked | Time | Item | Category | |------|------|----------| | 8:30 | Prep: Alere Copilot | Client/Focus | | 9:00 | Alere Copilot Kickoff (Teams) | Client | | 10:00 | Post-kickoff capture | Client/Focus | | 10:30 | Dr. Barbour home office (Gaston) | CW Task Block | | 11:00 | ComDirect Check-In (leave 11:25) | Vendor | | 11:15 | Prep: Pen Test Review | Leadership | | 11:30 | Pen Test Finding Review (Anzor) | Leadership | | 12:00 | Lunch | Free time | | 12:30 | Prep: Cotsen Session 2 | Client/Focus | | 1:00 | Cotsen AI Training Session 2 | Client | | 2:00 | AF Excel Training (in-person) | Client/Block | | 3:00 | EOD Wrap | Internal Ops | | 3:15 | Drive home | Personal/Block | ## Flags - n8n CalendarMirror INACTIVE - busy blocks NOT mirrored to AF/SCHARP cals - ComDirect check-in: verify Camp Paivika deposit receipt with Blake - Dom minimum day Thu (out 2:01 PM) - drive home may need timing adjustment | — | — | — | — | EOD Wrap executed autonomously by April. Christi signing financial paperwork. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
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| May 21, 2026 | On-demand refresh of the Thursday 5/21 briefing (6 AM auto-run already emailed but predates today's time corrections). Schedule has a real 10:30 AM-12 PM conflict (SCHARP Barbour vs ComDirect check-in vs pen-test prep). 5/20 logged 13.7h after correcting a 17.6h-vs-11.75h reconstruction error; AF May now 34.28h/69.3h. 73 open service tickets, 7 healthy CW projects, 271 active Airtable tasks (1 URGENT, 88 High). Headline: the URGENT HIPAA 618-unlicensed-accounts task is likely resolved by yesterday's 235-account M365 cleanup. | DAILY BRIEFING - Thursday, May 21, 2026 (on-demand refresh) SCHEDULE: 8:30 Prep Alere kickoff | 9:00 Alere Copilot Readiness Kickoff (mtg) | 10:00 Alere follow-up | 10:30-12:00 SCHARP Dr. Barbour (Gaston) | 11:00-12:00 ComDirect Monthly Check-In (mtg) | 11:15 Pen Test prep | 12:00 Lunch | 1:00 Cotsen AI Training Session 2 | 2:00 AF Excel Training Session 2 | 3:00 EOD Wrap | 3:15 Drive home Pasadena. CONFLICT: 10:30-12:00 SCHARP Barbour overlaps ComDirect check-in + pen-test prep. TIME LOGGED WED 5/20: 13.7h - AF 6.5, SCHARP 2.83, Crimson 2.79, Cotsen 1.18, Alere 0.4. Reconstructed and corrected today (Dewey draft summed to 17.6h vs actual 11.75h; phantom tickets caught). AF May total now 34.28h of 69.3h vCIO budget. OPEN TICKETS (73): AF 27, SCHARP 20, Crimson 16, DTLA 3, Cotsen 2, Alere/Arc/Beta Bionics/Irongate/Project Angel Food 1 each. Most aging tickets sit in Scheduled Remote (normal). 7 CW projects all within budget (SCHARP interim agreement 91/149.5h). TASKS (271 active): 1 URGENT, 88 High, 111 Medium. By client: AF 77, SCHARP 71, Personal 31, Crimson 30, Alere 10. Overdue/this-week High: URGENT HIPAA 618 unlicensed accounts (4/15, likely covered by 5/20 cleanup); slipped from 5/20 - AF Excel S1 follow-up, Camp down-payment confirm, Admail Graeme Black E5 reply, SCHARP Jennifer Calmelat invite, Cotsen training materials; due today - Cotsen S2, AF Excel S2, SCHARP Barbour; due 5/22 - Camp Paivika install, Cotsen S3, DTLA IR plan + IT policy. EMAIL (10 actionable): Giancarlo Foppiano (Alere kickoff agenda), Delaney Doolin (SCHARP bandwidth quote 2610 Industry Way), Arushi Gautam (Adobe Direct, replied 2x), BrightGauge datasource disconnected (matches Anzor remove task), US Bank Tower Memorial Day closure. ATTENTION: (1) Schedule conflict 10:30-12. (2) URGENT HIPAA task likely resolved by 5/20 cleanup - verify/close. (3) 5 High items slipped from 5/20. (4) Date check: Camp Paivika 'Thursday 5/22' - 5/22 is Friday. (5) Today's deliverables: Cotsen S2, AF Excel S2, Barbour visit. | 5 | 4 | 6 | — | Completed today: 5/20 time reconstruction posted/verified (tickets #945027-945042), Dewey calibration logged to Agent Learnings, AF DoNotBill audit (clean), AF missing-hours recovery (+7.48h: Sun 5/17 review, 5/19 & 5/20 evening V3 work). Carried forward: URGENT HIPAA unlicensed cleanup (verify against 5/20 deletes), 5 slipped 5/20 High items, DTLA IR plan + IT policy (due 5/22), Camp Paivika install date confirmation, BrightGauge removal confirmation. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Archie: EOS Transcript — Incident + Escalation Rule | # EOS Meeting: Support Incident and Escalation Rule **Agent:** Archie | **Source:** Meeting transcript 04-09 ## The Incident (April 8, 2026) Grant and Reuben requested help while Christi was in a 2-hour Anzor training (notifications disabled by design). George volunteered but was training Giannis (new L1) and forgot. At 5 PM, Christi was pulled off a budget call with Michuan (Irongate) to resolve it. Issue: Microsoft App Registrations. George is now on Anzor's bad side. ## New Escalation Rule (Anzor Directive) Grant and Reuben can ONLY be handled by: - **Monti:** Everything - **Christi:** High-level Microsoft and AI matters - **If both unavailable:** Christi gets pulled from ANY meeting. No exceptions. ## SCHARP Phone Line Transition - SCHARP already has a dedicated phone line - Plan: Forward to Crimson helpdesk - Robert (mobile, site-to-site) and Gaston (usually on-site) can answer - Open: Shared queue vs separate SCHARP queue (Olivia discussing with Pete) ## Training Gap Microsoft App Registrations training needed for full helpdesk team. Becoming more common as clients adopt AI. ## People - **Giannis:** New L1 hire, started this week - **Kobi:** Leads EOS helpdesk meeting - **George:** Aware he needs to discuss incident with Olivia | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Morning Briefing | Schedule: 10AM Helpdesk EOS (incident training), 11AM Chris Huang/Arc Capital (Claude questions), AF Hudu blocks, Cotsen blocks, Focus time PM. Time Logged: 0h at briefing time. Open Tickets: 25 across 7 clients (AF 12, SCHARP 4, Crimson 5, Arc 1, Beta Bionics 1, DTLA 1, Irongate 1). Active CW Projects: 6 (SmartDispatch CLOSED today, SCHARP 2638 OVER BUDGET 90h/35h needs 200h, Q2 Rock #6 NO ACTIVITY). Tasks: 126 active, 29 overdue (AF 18, Crimson 5, SCHARP 3, Cotsen 1, other 2). Email: Michuan Fleming Quote 7479 Meraki unread. AnswerConnect notification group. Olivia FW EOS and AF Phone Project. Meeting Transcripts Processed: 1\. EOS: Grant/Reuben incident (George forgot), new Anzor escalation rule, Hudu migration due 4/10, SmartDispatch pod groups fix owed, AF password policy shift, SCHARP helpdesk line forwarding Monday, Yanis new L1 2\. Chris Huang/Arc: Claude token pooling (can't), Enterprise 25-seat min, capacity pause issue, Meraki license expires in 6 days, MCP consent expired today Agents Deployed: Stuart (AdaptoIT strategy), Otto (Crimson IT strategy), Dave (Counted Doors research), Archie x4 (transcripts), Explorer (200+ meeting files inventoried) New: MONTI agent live, Irongate VIP escalation rule saved, Miro board reference table created, Counted Doors editorial direction updated (stories welcome, not just Q&A) | 7 | 3 | 4 | — | Action items surfaced: (1) Brivo admin form submission, (2) Michuan Meraki quote response, (3) SmartDispatch pod groups fix for Pepe/Dima, (4) SCHARP 2638 budget manual fix, (5) Arc Meraki license 6 days, (6) Hudu migration due 4/10, (7) AF overdue triage pass needed. Completed: SmartDispatch 2599 closed, Cotsen Kamyab task marked done, Irongate escalation rule saved. Carried forward: Brivo form, SCHARP budget, AF overdue backlog, meeting notes audit (200+ files for Penny). | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Russ: M365 Audit Scripts Built for Cotsen + Updated Permission List | # M365 Audit Scripts Completed **Agent:** Russ | **Track:** Crimson Client (Cotsen) ## Work Completed ### 1. Permission List Expanded (22 to 27) Original 22 permissions reviewed and confirmed. Added 5 new permissions for comprehensive AI Assessment audit: - **Reports.Read.All** - M365 usage reports including Copilot usage data - **CloudApp-Discovery.Read.All** - Shadow AI detection (requires Defender for Cloud Apps) - **CrossTenantInformation.ReadBasic.All** - External sharing configuration - **SecurityActions.Read.All** - Security action status - **SignInActivity** - Confirmed covered by existing AuditLog.Read.All ### 2. Audit Scripts Created (10 total) All scripts saved to: `2 - Internal Operations/Connectwise/Scripts/M365-Audit/` **Master Script:** - Run-M365Audit.ps1 - Orchestrates all modules, outputs consolidated report **Audit Modules:** 1. Audit-Users.ps1 - Users, licenses, MFA, sign-in activity, stale accounts, admin roles 2. Audit-Groups.ps1 - All groups, type, dynamic/assigned, membership counts 3. Audit-Mail.ps1 - Mailbox settings, forwarding rules, auto-replies 4. Audit-SharePoint.ps1 - Sites, storage usage, OneDrive usage 5. Audit-Teams.ps1 - Teams, channels, guest members, settings 6. Audit-Security.ps1 - CA policies (READ ONLY), secure score, risky users/sign-ins 7. Audit-Compliance.ps1 - Sensitivity labels, IP policies 8. Audit-Devices.ps1 - Intune devices, compliance status, encryption 9. Audit-Applications.ps1 - App regs, enterprise apps, consent grants, expiring secrets ### 3. Script Features - Azure Key Vault credential retrieval (kv-chrissminions) - Parameterized client prefix ($ClientPrefix = "Cotsen") - Graph API pagination handling - Rate limit retry logic - CSV exports to client folder with date stamp - Summary markdown report - Reusable for any client by changing prefix ### 4. Output Location Output folder: `3 - Clients and Projects/Cotsen Foundation/M365-Audit-[date]/` ## Next Steps 1. Create Cotsen app registration in Entra with 27 permissions 2. Store credentials in Key Vault (Cotsen-TenantId, Cotsen-AppId, Cotsen-Secret) 3. Run: `./Run-M365Audit.ps1 -ClientPrefix "Cotsen"` ## Notes - Security module is READ-ONLY - no CA enforcement (per SCHARP incident policy) - Full DLP/retention audit requires Security & Compliance PowerShell (separate step) - Scripts tested for Graph v1.0 endpoint compatibility | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Segrid: 7 Workstream Plans Loaded to NEST | # Workstream Plans Loaded **Agent:** Segrid | **Action:** Created 7 plans in Plans table ## Plans Created | # | Plan | Status | Client | |---|------|--------|--------| | 1 | Meeting Notes Audit | Draft | Crimson IT | | 2 | Blog Ideas + Content Strategy | Active | Personal | | 3 | SCHARP Strategy Development | Draft | SCHARP | | 4 | AbilityFirst Strategy Development | Draft | Ability First | | 5 | Content Team Momentum Plan | Draft | Personal | | 6 | OneDrive Cleanup | Draft | Crimson IT | | 7 | Build Team Deep Dive | On Hold | Personal | ## Key Notes - All plans have **Hugo Validation: Pending** — need Hugo review before execution - Plan 2 (Blog) is Active because discovery phase is complete - Plan 7 (Build Team) is On Hold — blocked until WS 1, 3, 4 produce outputs - SCHARP and AF strategies tagged Crimson Billable; all others Internal/Non-Billable - Full objectives, deliverables, risks, and success criteria populated for each | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 6, 2026 | Heavy SCHARP afternoon (MFA training back-to-back) layered on top of a 2pm scheduling conflict between CIO-SFV COP and Maverick Gaming kickoff. AF compliance items now 21 days overdue (HIPAA Intune remediation, train-the-trainer). Yesterday logged 6.73h across 7 clients with healthy spread; Crimson Q2 Rock #6 project sitting at 401 days no activity needs decision. | SCHEDULE: 8:00 SmartDispatch, 10:00 CIT All Hands, 12:00 lunch, 13:00-15:00 CIO-SFV COP, 14:00 Maverick Gaming kickoff (CONFLICT with COP), 15:00 + 16:00 SCHARP MFA Setup Training (you host). TIME LOGGED 5/5: 6.73h across 10 entries. Crimson 2.74, SCHARP 1.22, AF 1.10, Cotsen 0.55, Foothill 0.55, Signal 0.45, Irongate 0.12. OPEN TICKETS: 47 service + 2 project. AF=17, SCHARP=12, Crimson=10, Arc=2, DTLA=2, Irongate=2, BB=1, Cotsen=1. CW PROJECTS (you=manager): 6 active. SCHARP Interim Managed IT 91.34/149.5h on track. Cotsen AI Assessment, DTLA Claude Setup, Karney AI, Alere Copilot all just started. Crimson Q2 Rock #6 v2 Automation roadmap = NO ACTIVITY 401 days, needs decision. TASKS: 235 active across SCHARP(58), no-client(54), AF(51), Crimson(35), Personal(24), Alere(9), Anderson(4). 62 completed need cleanup. EMAIL: Quiet morning. Phishing reported 7am (Adobe Scattered Licenses). KnowBe4 + Radar + automated briefing already in. ATTENTION: 4 URGENT items overdue including HIPAA Intune device remediation (21 days late), 618 enabled-unlicensed accounts cleanup, train-the-trainer, Camp Paivika Michuan signature. 8 High priority overdue including Cotsen survey pull (26 days late), DTLA contact list blocker, Anderson proposal blocker, Lucio Adobe escalation. | 14 | 0 | 12 | — | ACTION ITEMS SURFACED (14): URGENT - HIPAA 65 non-compliant Intune devices, HIPAA 618 enabled-unlicensed accounts, AF train-the-trainer, AF Camp Paivika Michuan signature. HIGH - Cotsen survey pull (26d late), BrightGauge removal per Anzor, SCHARP P2 SLA breaches, KnowBe4 training, DTLA Kevin Thomas contact list, Anderson Andrew Evans deliverables, Crimson client onsite pattern email, AF Lucio Adobe escalation. DECISIONS - 2pm meeting conflict resolution, Crimson Q2 Rock #6 401-day stalled project, 62 completed Airtable tasks needing cleanup. CARRIED FORWARD (12): All overdue items above are pre-existing carry-overs. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| May 1, 2026 | Brain-broken/ADHD-spike day. 7 calendar items, 3 are Christi-organized meetings (Cotsen 9am leading the day, ComDirect 11am with an IGP overlap, plus Ops L10 and Signal Partners). Zero time logged Thursday — Dewey reconstruction needed before payroll. 48 open service tickets, 5 active projects, 263 open Airtable tasks (84 High+, 4 URGENT, 1 ANZOR). Surfaced ONE starting move: Cotsen 9am prep. | SCHEDULE (PDT) 07:00 Time sheet review block 09:00 Cotsen IT M365 Audit & Stakeholder Scheduling (#774200) - Christi organizing 10:00 Operations L10 (April Talastas) 11:00 Blake Benjamin/ComDirect (#772874) - Christi organizing - CONFLICTS with IGP AI Initiatives (#652799) 12:00 Lunch 13:00 Claire Appointment 13:30 Signal Partners Discussion Friday WFH per calendar. TIME LOGGED THU 4/30: 0.0 hrs / 0 entries — gap before payroll. OPEN TICKETS (48): - Ability First: 17 - SCHARP: 12 - Crimson IT: 11 - Arc Capital: 2, Beta Bionics: 2, Irongate: 2, Cotsen: 1, DTLA: 1 ACTIVE PROJECTS (5, Christi as manager): - #2638 SCHARP/B&F Medical 90.12/149.5h - #2673 Cotsen AI 0.5/36h - #2684 DTLA Claude Team 0.45/19h - #2626 Karney AI 0.63/9h - #2441 Crimson Q2 Rock #6 Auto roadmap TASK LIST (263 open / 336 total): URGENT (4): Kevin Thomas DTLA laptop M365, AF HIPAA 618 enabled-unlicensed, AF HIPAA 65 non-compliant Intune, AF train-the-trainer (overdue 4/15) ANZOR PRIORITY (1): DTLA Claude Enterprise proposal Suzanne Holley (Waiting Client) High (79): SCHARP CA policies/YubiKeys/CWRMM installs, AF Camp deposit/cabling/HR meeting, Crimson onsite-pattern all-staff comms, Signal Partners IT agreement, Next.js CVE patches, 14 April Inbox Summary backlog days. EMAIL HIGHLIGHTS: - Mike Ricca cold intro - Mike Yasuma SIMMS SOW review (Pete weighing in) - Kamyab AI roll-out timeline (active) - Greg Peacher Camp Paivika low-voltage May start - Carl Gayden March Financial Reviews - Adobe 6 pending app requests - KnowBe4 PAST DUE training 4 reminders ATTENTION: - Zero hrs Thu 4/30 - KnowBe4 overdue 4 days - 11am IGP/ComDirect conflict - Cotsen 7203 May 15 deadline (proj 0.5/36h) - AF train-the-trainer overdue - DTLA Kevin Thomas before tomorrow's event - 14-day April Inbox Summary backlog | 7 | — | 84 | — | Surfaced 7 attention items. 84 High+/Urgent tasks carried forward across all clients. Briefing led with single starting move (Cotsen 9am prep) per Christi's brain-broken framing — avoid overwhelm, give one anchor. | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Percy: NEST Operating Procedures SOP | # NEST Operating Procedures SOP **Agent:** Percy | **Track:** Crimson Internal ## Deliverable Complete Standard Operating Procedure for NEST, the Airtable-based operating system governing all 49 Minion Army agents. ## Sections Covered 1. Purpose and Scope 2. Definitions (NEST, Minion Army, SSOT, etc.) 3. Full 14-table architecture reference 4. Daily Briefing Log procedures (output logging, routing pipeline, feedback, time tracking) 5. SSOT Rule (no files on OneDrive for structured data) 6. Blog Pipeline lifecycle (4 properties, approval gates) 7. Plans Pipeline (Segrid creates, Hugo validates) 8. Team Meeting Protocol (April facilitates) 9. AdaptoHub product relationship 10. Enforcement and exceptions ## Quality Fortune 500 grade. 4,000+ words of formal prose. Document ID: SOP-NEST-001 v1.0. ## Status Saved to SOPs & KBs table in NEST. Ready for Hugo validation and Christi review. | — | — | — | — | Approved | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | ||||||||
| Apr 9, 2026 | Dave: Counted Doors Blog Research + Foster Teen Niche | # Counted Doors Blog Ideation **Agent:** Dave | **Track:** Personal (Counted Doors + My Imperfect Life) ## Key Finding: Foster Teens = White Space Almost no good content exists for foster parents of teenagers. High search volume, low competition. Counted Doors can own this lane. ## Editorial Direction - **Counted Doors:** Warm, practical, informational. Stories welcome when they serve the reader. Lead with answers, weave in personal experience. - **My Imperfect Life:** Purely personal, faith-grounded. Stories serve Christi, not a how-to purpose. - **The line:** Counted Doors is where foster parents go to learn and feel understood. MIL is where Christi goes to process out loud. ## Counted Doors Ideas (18 total, top 5) 1. Questions to Ask Before You Say Yes to a Placement 2. When a Foster Teen Does Not Want to Be in Your Home 3. The Life Skills Checklist Nobody Gave You 4. The Dysregulation Playbook: What to Actually Do in the Moment 5. Getting Your Foster Child Into Therapy: Medicaid, Waitlists, and What to Ask For ## My Imperfect Life Ideas (8 total, top 3) 1. Thirteen Kids and Counting: What Fostering Has Done to My Faith 2. The Day Dominic Left for College 3. Why We Keep Saying Yes ## Publishing Cadence - 2 posts/month for 6 months, then 3 if pipeline holds - Facebook foster parent groups = primary channel - Pinterest for long-shelf-life practical posts - Email list from day one with lead magnets - Free blog builds trust, $7.99 subscription = tools + community ## Content Gaps Identified 1. System navigation in plain language (court, CASA, hearings) 2. Respite care (honest about the guilt) 3. Transracial placement for teens specifically 4. Secondary trauma (not wrapped in spa-day advice) 5. School advocacy with legal backing (IEP, ESSA) 6. Birth parent relationships (for foster parents who genuinely struggle) 7. Placement disruption grief 8. Aging out from the foster parent's perspective | — | — | — | — | Lets add to the pipeline | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
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