Finalize master slide decks and four cheat sheets Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop2 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Part of Phase 2 training materials; approximately 12 hours of work remaining overall in Phase 2 — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Draft and circulate 12-day resource allocation plan for Maverick migration including overtime and weekend coverage with named assignments Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maverick Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop9 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Maverick domain migration has a tight 12-day deadline; Pete called for all hands on deck but no formal resource plan was documented during the meeting. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Confirm or cancel decision to remove Gaston from the relevant list Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop10 New ▾ Low ▾ Jul 21, 2026 Jul 21, 2026 — AI flagged that the removal of Gaston was mentioned but not confirmed; needs explicit resolution. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Email completed Excel billable hours report file to Tally upon connector build completion Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Tally Plaude Meeting ▾ NEST ▾ recQEKohaC3X6gTzv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recQEKohaC3X6gTzv NEST:Meeting:recQEKohaC3X6gTzv:loop5 New ▾ High ▾ Aug 27, 2026 Aug 25, 2026 — Deliverable following custom API connector development; date TBD. — · 08-25 AI Tool Training and Configuration for a Law Firm — Crimson IT — — — Send new training documents to Anzor for Scharp training Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Anzor Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop0 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 25, 2026 Anzor is conducting training for Scharp; Christi needs to provide the updated training documents before training occurs. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Mike to post Project Angel Food KTLA fundraising link in the napping channel Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Mike Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop2 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 17, 2026 Project Angel Food faces a 35% budget cut; KTLA fundraising event is underway — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Collect initial required inbox categories and rules from client to minimize manual setup at deployment Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Casey Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop4 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Starter templates cover board, leadership, direct reports, finance, legal; client may need vendors, invoicing, AP and custom sender rules confirmed before go-live — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Review incoming training materials (one-pagers, prompts, PowerPoint, recording, summary, transcript) and integrate into internal training program Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop7 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Materials were promised to attendees following the training day; Christi to incorporate into Crimson IT's ongoing enablement resources. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Share training videos with stakeholders once posted on the Crimson IT website Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec32DeB1WJLrWFn3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec32DeB1WJLrWFn3 NEST:Meeting:rec32DeB1WJLrWFn3:loop2 New ▾ High ▾ Aug 27, 2026 Aug 27, 2026 — Speaker 2 committed to sharing the videos upon publication; Ronnell, Christian, Jackson, and others will be added to the email list for AI tool updates. — · 08-27 Meeting: Training Plans, Copilot Usage, and Scheduling — Crimson IT — — — Register a portable MFA method for April Stover - password and Windows Hello only AbilityFirst ▾ Risk ▾ Open ▾ Christi ▾ April Stover Ticket ▾ — ▾ — — — — ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — After reactivation on 7/28, April Stover's only registered authentication methods are a password and Windows Hello for Business. No Microsoft Authenticator and no phone number. She is covered on her own laptop, where Hello satisfies MFA, but has no way through if she needs webmail from home, replaces her phone, or that laptop is unavailable. Recommend registering Authenticator on her first day back. AbilityFirst runs MFA org-wide and she returns into leadership groups including zzAF-AllDirectors&ELT and zzAF-AllLeadership. Source: CW ticket 962545. · — — Ability First — — — Katie to confirm whether Active Track will be implemented for Kelsey's monitoring Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Katie Plaude Meeting ▾ NEST ▾ reciYGOpnoUU2FjZp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reciYGOpnoUU2FjZp NEST:Meeting:reciYGOpnoUU2FjZp:loop4 New ▾ Medium ▾ Jul 24, 2026 Jul 24, 2026 — Active Track recommended for granular monitoring of login/logout and idle time; does not send proactive alerts by default. Awaiting Katie's decision after internal review. — · 07-24 Employee Data Monitoring and Security Consultation — Crimson IT — — — Attendees to audit SharePoint/Teams structures and define backend restricted zones where Copilot cannot access sensitive files Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Cotsen/Coates Foundation team Plaude Meeting ▾ NEST ▾ recWPxlzpGklX86dV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWPxlzpGklX86dV NEST:Meeting:recWPxlzpGklX86dV:loop3 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Assigned as a post-session task; involves relocating sensitive content and configuring organizational Copilot restrictions. — · 05-19 Training: Microsoft 365 Copilot, Claude, and CoWork Usage, Policy Guardrails, and Privacy Compliance — Cotsen Foundation — — — AbilityFirst telephony platform decision: Teams Phone vs GoTo, and PSTN delivery method AbilityFirst ▾ Decision Needed ▾ Open ▾ Christi ▾ GoTo / ComDirect Plaude Meeting ▾ — ▾ — — — — ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — Vendor call 7/28. GoTo nonprofit program quotes a standard seat at $12.95 including mobile app and softphone. Leaning Teams Phone on cost grounds given existing Microsoft nonprofit licensing (roughly $4/user delta). Conference rooms already covered by Teams-integrated devices; front desks are the open scope. Second open question is PSTN delivery - Microsoft Calling Plan vs bringing SIP trunks for direct routing, which the vendor offered to provide. About five Verizon handsets already carry Teams numbers from the work Kasia started. Camp Paivika scope still undecided. No decision made on the call. Source: CW ticket 962517. · — — Ability First — — — Provide full inventory list: conferences/events with costs, in-progress materials, Emily tasks, vendor subscriptions, marketing plan, legacy items, and bottlenecks Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 1 (Marketing Coordinator) Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop0 New ▾ High ▾ Aug 28, 2026 Aug 28, 2026 — List must include requester, purpose, and status for each item; also incorporate Mike and Christi requests with their purpose — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Decide whether to reactivate the existing Cogent circuit, leverage other existing infrastructure, or order a new dedicated Newmark circuit Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ David Aberra / Newmark Plaude Meeting ▾ NEST ▾ recyn6T9Ny4bn527c https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recyn6T9Ny4bn527c NEST:Meeting:recyn6T9Ny4bn527c:loop3 New ▾ Medium ▾ Jun 10, 2026 Jun 10, 2026 Jun 11, 2026 Decision depends on findings from the June 11 infrastructure review. Timelines and cost implications differ by option and affect how quickly Newmark users can be made operational. — · 76CBC8DDD3E692DAEECF085F75E989FE62D00356-F6F7 — Crimson IT — — — Follow up on low survey score (2 out of 5) to identify tools referenced and response-time expectations SCHARP ▾ Follow-Up ▾ Open ▾ Christi ▾ Anonymous survey respondent Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop10 New ▾ Low ▾ Jun 6, 2026 Jun 1, 2026 Jun 7, 2026 One respondent cited need for faster IT help desk responses. No specific tools or incidents identified. Survey is anonymous so direct outreach may not be possible. Consider reviewing SLA adherence for that period. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — SCHARP decision pending: Stanley Wong / Unilan access removal SCHARP ▾ Decision Needed ▾ Closed ▾ External / Waiting ▾ Jack Barbour / Apollo Diaz (SCHARP) Decision Log ▾ SCHARP ▾ — — SCHARP:DecisionLog:stanley-wong-unilan-access New ▾ Medium ▾ Jun 5, 2026 Jun 5, 2026 Jun 16, 2026 RESOLVED 2026-06-05 (Christi): Stanley Wong / Unilan access has been cut out. Closing. [Prior: Decision Log Pending since 4/23.] — · — — SCHARP — — — Monitor open Microsoft support ticket for intermittent Copilot lack-of-access issue with Outlook emails Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Microsoft Support Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop2 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 Aug 7, 2026 Ticket was opened the morning of 2026-08-06; Copilot intermittently reports it cannot access Outlook emails. Verify connectivity once Microsoft responds. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Review AP performance after injector deployment and swap replacements to validate coverage and finalize power strategy Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop2 New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 Jun 4, 2026 Final coverage and power strategy cannot be confirmed until swaps are complete and performance is assessed. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Add project name to the bottom comment section of the progress invoice Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ recbN63AmMRALUIgn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbN63AmMRALUIgn NEST:Meeting:recbN63AmMRALUIgn:loop1 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Consensus reached to use the bottom comment field as the display area for the project name since the left area near Progress Invoice is grayed out. — · 06-16 Weekly Meeting: Progress Invoice Clarity and Project Reference — Crimson IT — — — Coordinate staff opportunities to practice AI workflows and channel questions for learning Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Christi Brown Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop9 New ▾ Medium ▾ Jul 23, 2026 Jul 23, 2026 — Christi stated intent to give staff hands-on practice with Copilot, Claude, and Plaud and to field and escalate their questions — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Send update email to original recipients listing files to move and proposed new locations Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Original email recipients Plaude Meeting ▾ NEST ▾ recDmDCIdvt21TuoY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDmDCIdvt21TuoY NEST:Meeting:recDmDCIdvt21TuoY:loop0 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 28, 2026 Email should go out this week ahead of the Aug 1-2 weekend migration window. — · 07-28 Meeting: File Migration Plan and Report Access — Crimson IT — — — Jennifer C to add Christi to weekly data team meeting invites SCHARP ▾ Commitment ▾ Open ▾ Counterparty ▾ Jennifer C Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop5 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 5, 2026 Christi will join data team meetings to understand current reporting processes and help streamline with Power BI dashboards. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Brief Pete on Cotsen situation and discuss potential pivot for Ability First cabling infrastructure after Christi meets with Michuan Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop4 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — Cabling infrastructure is off track due to low-voltage vendor issues; Crimson tasks are done but a vendor pivot may be needed — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Obtain access to Evan's Base44 workspace to review prototype before Friday meeting Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ IT/governance lead and Evan Plaude Meeting ▾ NEST ▾ recLj5aTVrCAnWscz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLj5aTVrCAnWscz NEST:Meeting:recLj5aTVrCAnWscz:loop1 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 6, 2026 Access invite needed prior to the week-of-June-3 Friday meeting with Evan so Christi can estimate replication effort; prior invite attempts were problematic — · 06-03 Consultation: Azure-Based Project Management App Migration and AI Governance for Construction — Crimson IT — — — Add briefing email timing display enhancement to the application Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recPRm8y5eG7ILaKc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPRm8y5eG7ILaKc NEST:Meeting:recPRm8y5eG7ILaKc:loop6 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 — Enhancement identified during demo; daily briefing is already active on Christi's system — · 07-21 Meeting: Inbox/Calendar Automation Application Overview — Crimson IT — — — Build or refine Copilot agents with detailed instructions, source limits of 8 to 10 files, honesty rules, and department-coded naming conventions; test against prior work Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop5 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Best practices were defined in training; participants assigned to operationalize agent builds following the naming and instruction standards covered. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Christi to discuss Teams vs GoTo direction in internal meeting and share next steps Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop2 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 28, 2026 Internal meeting scheduled for 2026-07-28; Christi favors Teams due to existing Microsoft nonprofit licensing and conference room integrations. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Anzor's team to configure Purview for monitoring deleted files and folders once ticket is received Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recwFJAOuWhEwIFTb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb NEST:Meeting:recwFJAOuWhEwIFTb:loop5 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — Purview setup is the primary goal of the E5 upgrade, targeting insider risk management for Belay. — · 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures — Crimson IT — — — Include enterprise Copilot authentication guidance in training materials so staff can confirm they are properly authenticated Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recpLIQUge3kJbjLG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpLIQUge3kJbjLG NEST:Meeting:recpLIQUge3kJbjLG:loop9 New ▾ Medium ▾ Aug 29, 2026 Aug 28, 2026 Sep 4, 2026 Staff need instructions to distinguish enterprise Copilot from consumer version, especially on Mac via Office.com and Windows via Start menu. — · 08-28 Meeting: Microsoft 365 Copilot Training Schedule and Content — Crimson IT — — — Send agenda draft for Alere Property Group kickoff meeting on 2026-05-21 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Alere Property Group Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop9 New ▾ High ▾ Jun 6, 2026 May 19, 2026 May 21, 2026 Kickoff scheduled for 2026-05-21 at 9:00 AM; Kenny was noted as a holdout during alignment — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Clarify the legal request and documents submitted by Maria and determine required follow-up Crimson ▾ Question ▾ Open ▾ Christi ▾ Maria Plaude Meeting ▾ NEST ▾ recsGwxzzKW0u8cJn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJn NEST:Meeting:recsGwxzzKW0u8cJn:loop4 New ▾ Low ▾ Aug 4, 2026 Aug 4, 2026 Aug 5, 2026 Maria reportedly called on 2026-08-04 stating she had submitted a lawyer request and already sent documents; no specific document details or next steps were clarified. — · 08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget Submission — Crimson IT — — — Await Celerant quote and decide whether to have Celerant train Laprock Help Desk (Project 2700) Crimson ▾ Decision Needed ▾ Open ▾ External / Waiting ▾ Celerant Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop7 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 Aug 4, 2026 Twelve devices at Laprock HQ need Celerant POS setup; quote is pending and a cost-effectiveness decision on Help Desk training follows. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Define and implement a corrected sales quote review process with clear owner steps and approvals to prevent pricing errors Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Pete / Olivia / Jason Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop7 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — A DTLA sale included an incorrect $150 installation fee for 24-27 computers; Vince and Julia bypassed Olivia's review. No formal new process or owner was assigned during the meeting. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — SCHARP file migration: send proposal to original email distribution and confirm who needs report access SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ — Plaude Meeting ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Committed on the 7/28 call to send an update later this week to the original email distribution covering what moves and the proposed destination, then collect who needs access. Reports get a dedicated section reachable as a departmental share rather than links. If everyone needing report access already has Microsoft accounts it can land in SharePoint. Migration targeted for the weekend so no one is working in the files during the move. Source: CW ticket 962519. · — — SCHARP — — — Configure upcoming Teams meetings with co-organizers, recording/transcription enabled, and Facilitator mode active Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Session Attendees Plaude Meeting ▾ NEST ▾ recixBXe3jflZY0Yu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recixBXe3jflZY0Yu NEST:Meeting:recixBXe3jflZY0Yu:loop4 New ▾ Medium ▾ Jul 22, 2026 Jul 22, 2026 — Attendees were instructed to apply these meeting setup best practices to their own recurring and upcoming meetings. — · 07-22 Microsoft Copilot Training and Troubleshooting Session — Crimson IT — — — Research the whole family licensing stipend on the LA County letters website and inquire about Stock Funds for one-time barrier removal Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Foster caregivers attending the lecture Plaude Meeting ▾ NEST ▾ recaTJRvQmMVaa0QP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QP NEST:Meeting:recaTJRvQmMVaa0QP:loop4 New ▾ High ▾ Aug 24, 2026 Aug 24, 2026 — Stock Funds provide up to $10,000 per family for housing deposits, rent, or essential furniture and are underutilized — · 08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy — Crimson IT — — — Continue working on the marketing brand guide for Daniel Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec32DeB1WJLrWFn3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec32DeB1WJLrWFn3 NEST:Meeting:rec32DeB1WJLrWFn3:loop3 New ▾ High ▾ Aug 27, 2026 Aug 27, 2026 — Speaker 2 has an ongoing deliverable to produce the marketing brand guide for Daniel. — · 08-27 Meeting: Training Plans, Copilot Usage, and Scheduling — Crimson IT — — — Clarify status of ticket flagged by Sergio as approved and awaiting bank clearance Crimson ▾ Question ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop9 New ▾ Low ▾ Jul 21, 2026 Jul 21, 2026 — AI flagged this as unresolved; it is unclear whether Christi supplied all necessary information or if further action is required. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Brief Vince on the Monti insider risk situation Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Vince (Monti account manager) Plaude Meeting ▾ NEST ▾ recfg46EXxcLVUCRV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfg46EXxcLVUCRV NEST:Meeting:recfg46EXxcLVUCRV:loop0 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — An insider risk incident has occurred at client Monti. Vince is the confirmed account manager and must be looped in immediately. This takes priority over all other tasks. — · 07-24 Operational Realignment: Handling Client Insider Risk While Correcting Sales Communication for Lion CFO — Crimson IT — — — Validate whether the 22% burden factor is still current and accurate, including Philippines 13th month and other benefits Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ recXrPonImrGBAyLC https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXrPonImrGBAyLC NEST:Meeting:recXrPonImrGBAyLC:loop0 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 — The 22% burden factor was calculated at an earlier date and may no longer reflect actual costs; confirmation is needed before using $28 rate formally. — · 06-16 Meeting: Avalon Help Desk Cost Estimation - Fully Burdened Hourly Rate and Burden Factor Validation — Avalon — — — Monitor Barker Pacific team migration dependency and plan re-engagement Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Barker Pacific Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop5 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Barker Pacific is on hold pending client team migration; only a kickoff meeting held, no training conducted, and no monitoring plan defined. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Pete to assign Project Delivery Basics Pathway Template Express Edition course to Mark Victorino Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ reccKnldZZWVo9iKQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ NEST:Meeting:reccKnldZZWVo9iKQ:loop4 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — Workaround for broken MPath request notification system; Pete to directly assign course rather than waiting for approval workflow — · 08-06 Code Re-use Approval for Accelerated Client Project — Crimson IT — — — Send detailed list of all 168 device payment agreements including end dates to Michuan for finance department Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Michuan Plaude Meeting ▾ NEST ▾ recW4WF2oEt4CcHjp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recW4WF2oEt4CcHjp NEST:Meeting:recW4WF2oEt4CcHjp:loop0 New ▾ High ▾ Jun 5, 2026 May 29, 2026 Jun 2, 2026 Finance team has been repeatedly requesting this data. Needs to be granular enough for finance to track and budget, not a general contract summary. — · 05-29 Consultation: Christy and Michuan - Verizon VoIP Solutions — Crimson IT — — — Verify and correct port assignments and VLAN configuration in the Arts and Crafts building Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Gabby Plaude Meeting ▾ NEST ▾ rechpI09UmOkwEy3G https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G NEST:Meeting:rechpI09UmOkwEy3G:loop3 New ▾ High ▾ Jun 5, 2026 May 28, 2026 — Backboard was redone and devices re-plugged; connections may be on incorrect ports or VLANs and require verification. — · 05-28 Weekly Meeting: Project Inventory and Wireless Deployment — Crimson IT — — — Christi to record and share a training video on configuring scheduled tasks in the cloud Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Victoria Plaude Meeting ▾ NEST ▾ recPuMHMaaXcD0ZOU https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPuMHMaaXcD0ZOU NEST:Meeting:recPuMHMaaXcD0ZOU:loop2 New ▾ High ▾ Aug 18, 2026 Aug 14, 2026 — Short-form training video specifically covering cloud-based scheduled task configuration in Claude. — · 08-14 Technical Training: Claude Data Backup, Multi-Device Sync, and Agent Automation — Crimson IT — — — Sync with Mike and hand off Project 2317 (Interim); review follow-ups with Tatiana Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Mike and Tatiana Plaude Meeting ▾ NEST ▾ recrkTNKFtyvGHBmx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recrkTNKFtyvGHBmx NEST:Meeting:recrkTNKFtyvGHBmx:loop4 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 Jul 31, 2026 Sean is finishing his audit on Project 2317 which is expected to close in July 2026; handoff to Mike is scheduled. — · 07-28 Weekly Meeting: Project Status Updates and Process Coordination — Crimson IT — — — Push Avalon project due date to end of October 2026 SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ Avalon Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop1 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 Oct 31, 2026 Project remains on hold; due date to be adjusted accordingly. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Push Copilot and Claude software installations to participant's computer and confirm completion Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop0 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 — Installations were initiated during the session; Speaker 3 to verify successful deployment to targeted devices — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Prepare Teams training materials and schedule a College to Career Teams basics session for educational coaches Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client - College to Career Program Plaude Meeting ▾ NEST ▾ recWxKB1kJ5e41L28 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recWxKB1kJ5e41L28 NEST:Meeting:recWxKB1kJ5e41L28:loop4 New ▾ Medium ▾ Aug 27, 2026 Aug 27, 2026 Sep 17, 2026 Coaches currently rely on Zoom and Outlook; training to focus on chat and messaging with channel permissions configured to protect student data; not an immediate priority — · 08-27 Consultation: IT Needs for College to Career Program — Crimson IT — — — Define post-deployment monitoring, reporting procedures, and responsible parties for Active Track Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop5 New ▾ Medium ▾ Jul 24, 2026 Jul 24, 2026 Jul 31, 2026 No monitoring cadence or reporting procedures were defined in the meeting; these need to be established after Active Track deployment is complete. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Turn on litigation hold for all Belay users individually Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recwFJAOuWhEwIFTb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwFJAOuWhEwIFTb NEST:Meeting:recwFJAOuWhEwIFTb:loop3 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — Litigation hold can be applied on current E3 licenses and does not need to wait for the E5 upgrade to complete. — · 07-24 Meeting: Belay E5 License Upgrade and Insider Threat Security Measures — Crimson IT — — — Confirm current license counts and Teams and Outlook deployment plan across mobile and desktop SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop6 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Approximately 16-26 users already on Microsoft and Teams; full license count and deployment map needed to finalize migration scope. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Show Olivia how to use the documentation minion automation built for Hudu Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia Plaude Meeting ▾ NEST ▾ recfcJqXvaowYzhDB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfcJqXvaowYzhDB NEST:Meeting:recfcJqXvaowYzhDB:loop4 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Christi has a documentation automation tool for Hudu that Olivia is not yet familiar with; training would help accelerate Olivia's migration work — · 05-19 Team Sync on Workload, Management, and Tooling — Crimson IT — — — Onboard SCHARP new hire David Zarate (start date June 23) SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ Bridget Grisby (SCHARP HR) Email ▾ NEST ▾ — — NEST:OpenLoop:scharp-david-zarate-0623 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 22, 2026 David Zarate start date changed to June 23 (death in family). IT onboarding and provisioning needed. Falls during/after Christi vacation; SCHARP coverage is Robert and Gaston. — · — — SCHARP — — — Build and set up anonymous weekly employee stress survey Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ recX6S8NmPknD3zh6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recX6S8NmPknD3zh6 NEST:Meeting:recX6S8NmPknD3zh6:loop3 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 — Christi offered to build and set up a weekly anonymous survey for employees to surface challenges and wins with senior leadership. — · 07-21 Meeting: LOA Verizon Line Suspension, Cost Reduction, Device Updates, Employee Survey and Recognition Tools — Crimson IT — — — Follow switch port printouts for replacement AP connections during installation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Gabby Plaude Meeting ▾ NEST ▾ rechpI09UmOkwEy3G https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G NEST:Meeting:rechpI09UmOkwEy3G:loop1 New ▾ High ▾ Jun 5, 2026 May 28, 2026 — Gabby provided per-switch printouts showing original port connections; installation team must follow these for replacement APs. — · 05-28 Weekly Meeting: Project Inventory and Wireless Deployment — Crimson IT — — — Staff seeking overtime should contact Olivia for approval Crimson ▾ Info Only ▾ Open ▾ Crimson Team ▾ Olivia Plaude Meeting ▾ NEST ▾ rec4qP29FKQRaL27L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec4qP29FKQRaL27L NEST:Meeting:rec4qP29FKQRaL27L:loop6 New ▾ High ▾ Jun 5, 2026 May 20, 2026 — Overtime approved this week due to Philippines team outing and a holiday; ongoing approval process routes through Olivia. — · 05-20 Meeting: Leadership Change, IT Migration, and AI Initiative — Crimson IT — — — Foundation to provide 5-7 org-specific use-case examples to unblock AI training content development Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Foundation POC Plaude Meeting ▾ NEST ▾ recmObGfy4A3sOZZd https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmObGfy4A3sOZZd NEST:Meeting:recmObGfy4A3sOZZd:loop4 New ▾ Medium ▾ Sep 2, 2026 Sep 2, 2026 — No examples have been submitted to date; training content cannot be meaningfully tailored until inputs are received. — · 09-02 AI Training for Foundation Stalled by Lack of Specific Use Cases — Crimson IT — — — PEC sign-off on the Alere sensitivity label scheme Alere ▾ Follow-Up ▾ Waiting ▾ External / Waiting ▾ PEC (Ronnell Jackson, Kristen) Plaude Meeting ▾ NEST ▾ 2026-06-04-Alere-PM1 — NEST:Meeting:2026-06-04-Alere-PM1:pec-labels New ▾ High ▾ Jun 4, 2026 Jun 4, 2026 Jun 15, 2026 Labels presented and approved in concept at the 6/4 meeting; final sign-off routed to PEC. Open: whether Public and Internal are both needed, and whether Confidential and Highly Confidential are both needed. Christi sends the update email this afternoon for Giancarlo to forward; Gabby CC'd to deploy once PEC responds. Need PEC email addresses from Giancarlo, and add Ronnell Jackson and Kristen to the meeting series. — · — — — — — — Text the office address to Angel to facilitate drop-shipment of media converters Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop7 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 1, 2026 Address needed immediately so Angel can set up shipment in time for Wednesday arrival. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Schedule meeting with Dr. Barber to discuss AI tool setup and business accounts for executive team SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop4 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 — Initial rollout to focus on executive team for non-client-facing tasks; Dr. Barber's interest in AI tools is the driver for this initiative. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Complete optional SSO configuration for Concur Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ recVMEoruxlyTSyg4 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recVMEoruxlyTSyg4 NEST:Meeting:recVMEoruxlyTSyg4:loop0 New ▾ High ▾ Jun 5, 2026 May 26, 2026 — Christi to configure SSO for Concur so users can optionally sign in with their Microsoft account while existing login method remains available. — · 05-26 Meeting: Optional SSO Implementation for Concur — Crimson IT — — — Define interim workaround and resolution timeline for mid-month contract billing sync errors. Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ ConnectWise Plaude Meeting ▾ NEST ▾ recidKvIThjeSbArB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB NEST:Meeting:recidKvIThjeSbArB:loop7 New ▾ Medium ▾ Jun 5, 2026 May 27, 2026 — No workaround was specified in the session; unresolved mid-month cycles will generate sync errors until the feature ships. — · 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy — Crimson IT — — — Christi to resend scheduling system access invitation to Olivia and confirm receipt Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Olivia Plaude Meeting ▾ NEST ▾ recsPnSDOrdlAHHFU https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsPnSDOrdlAHHFU NEST:Meeting:recsPnSDOrdlAHHFU:loop2 New ▾ High ▾ Aug 12, 2026 Aug 7, 2026 — Christi sent an initial invitation to Olivia during the meeting but needs to confirm Olivia successfully receives and gains access. — · 08-07 Meeting: On-Call Schedule, System Access & Answer Connect Features — Crimson IT — — — Send attendees a document explaining what tokens are and the token usage rates for different action types Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Cotsen Plaude Meeting ▾ NEST ▾ recD0jScwiu2pZjIY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIY NEST:Meeting:recD0jScwiu2pZjIY:loop1 New ▾ High ▾ Jun 5, 2026 May 21, 2026 — Christi committed during the session to follow up with token usage rate details for Claude so employees understand billing implications. — · 05-21 Lecture: AI Training on Microsoft Copilot and Claude — Cotsen Foundation — — — Provide and install a PoE+ injector on-site to power new outdoor AP installations, keeping the existing HP switch in place Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop0 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 4, 2026 Legacy HP switch cannot supply PoE+ needed by new outdoor APs; injector approach is the preferred workaround pending scope confirmation. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Send all-staff email about August 11 and 13 training sessions, noting general staff do not yet have AI accounts Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal staff Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop0 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 Aug 11, 2026 Email must manage expectations clearly since general staff will not have Copilot access during the training period. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — Correct Lion Plaud email thread to include both Christi and Mike as intended stakeholders Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Mike Plaude Meeting ▾ NEST ▾ recfg46EXxcLVUCRV https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfg46EXxcLVUCRV NEST:Meeting:recfg46EXxcLVUCRV:loop1 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — A miscommunication resulted in Mike being added to the Lion CFO email thread alone instead of alongside Christi. The thread needs to be corrected to properly manage the Plaud sales opportunity with Lion's new CFO. — · 07-24 Operational Realignment: Handling Client Insider Risk While Correcting Sales Communication for Lion CFO — Crimson IT — — — Resolve urgent phone security incident: confirm ConnectWise app uninstall, assess stored sensitive data, and guide credential changes SCHARP ▾ Risk ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop7 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — ConnectWise installed on an individual's personal Apple phone; Pete flagged risk of exposed emails, passwords, and sensitive data; Erin to check with individual directly with Apollo nearby and document remediation steps. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Team to establish a definitive internal project handoff process: 15-minute kickoff call vs. weekly queue-up meeting inclusion Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Mike Plaude Meeting ▾ NEST ▾ rec23zda1BuSVmCQx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec23zda1BuSVmCQx NEST:Meeting:rec23zda1BuSVmCQx:loop5 New ▾ Medium ▾ Jun 16, 2026 Jun 16, 2026 — Mike favored a brief per-project kickoff call; Christi suggested re-adding account managers to queue-up meetings. No final process was agreed upon, creating risk of future misalignment. — · 06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement — Crimson IT — — — Download phone numbers from Verizon and verify completeness of Ability First staff contacts Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recdwpBHMlZ1GOqxi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi NEST:Meeting:recdwpBHMlZ1GOqxi:loop2 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — All Ability First staff confirmed to be in LA County; contact list needed before policy rollout notification — · 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates — Crimson IT — — — Katie to get Amy's approval on litigation hold and single-user E5 upgrade strategy Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Katie / Amy Plaude Meeting ▾ NEST ▾ reciYGOpnoUU2FjZp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reciYGOpnoUU2FjZp NEST:Meeting:reciYGOpnoUU2FjZp:loop3 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — Katie agreed with the recommended approach and will present it to her superior Amy for final sign-off before any changes are made. — · 07-24 Employee Data Monitoring and Security Consultation — Crimson IT — — — Users affected by global admin password rotation to sign in and re-authenticate any broken Power Automate flows promptly Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recvaDro57o9jLHYk https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvaDro57o9jLHYk NEST:Meeting:recvaDro57o9jLHYk:loop4 New ▾ High ▾ Jul 22, 2026 Jul 22, 2026 — Passwords sourced from Hudu are being rotated; broken flows will generate alerts and require manual re-authentication to restore — · 07-22 Weekly Meeting: Team Updates, Cybersecurity, and Project Angel Food Renewal — Crimson IT — — — Audit the Anderson project: retro-link all related tickets and create the missing change request record Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Team Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop2 New ▾ High ▾ Jun 19, 2026 Jun 19, 2026 — Anderson cloud project was quoted, paid, and completed but had no tickets linked to the project and no change request raised; PM visibility was bypassed entirely. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — Crystal to retry access to Z All SCHARP shared drive SCHARP ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Crystal Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop0 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 3, 2026 Crystal reported access issues despite Christi granting permissions Friday afternoon. Christi confirmed access was granted and Google permissions may need time to propagate. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Label new APs remotely after installation using serial numbers provided by Greg Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Greg Plaude Meeting ▾ NEST ▾ rechpI09UmOkwEy3G https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G NEST:Meeting:rechpI09UmOkwEy3G:loop0 New ▾ High ▾ Jun 5, 2026 May 28, 2026 — New APs have not been labeled yet; plan is to assign labels based on serial numbers once devices are plugged in on-site. — · 05-28 Weekly Meeting: Project Inventory and Wireless Deployment — Crimson IT — — — Adjust Karney project due date to end of September 2026 SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ Karney Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop0 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 Sep 30, 2026 Due date extension needed; to be updated in project system. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Troubleshoot Logitech conference room camera that only displays partial room view during Teams calls Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Internal AV / IT Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop1 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Camera issue surfaced during meeting preliminaries; camera does not capture the full conference room on Teams calls. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Contact Anzor regarding Big Hit Seven network management proposal and cc Pete Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anzor / Big Hit Seven Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop0 New ▾ High ▾ Jun 5, 2026 May 19, 2026 May 20, 2026 Big Hit Seven proposed Crimson IT manage their network; Pete directed Jason's team to reach out immediately. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Susanna to download invoices (AT&T, Spectrum, TPx, OneRing, GeoLink) and share account numbers to centralize billing through TeleSystems Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Susanna Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop7 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — Duplicate plans are being paid directly via provider portals; goal is to centralize through TeleSystems and eliminate unused services. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Define and agree on a code-sharing process for interim updates from the old environment Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Evan Plaude Meeting ▾ NEST ▾ recr9xebWng7LQqlb https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recr9xebWng7LQqlb NEST:Meeting:recr9xebWng7LQqlb:loop4 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 — GitHub and OneDrive were suggested but Evan lacks a cloud license; no final process was agreed upon. Risk of version drift if unresolved. — · 08-05 Meeting: BAFMA Access, Code Migration to Claude, MRI API Integration Timeline — Crimson IT — — — Confirm exact parts pickup date and readiness to support 2026-05-26 onsite start Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Supply house Plaude Meeting ▾ NEST ▾ rectJB62MnATg718n https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718n NEST:Meeting:rectJB62MnATg718n:loop4 New ▾ Medium ▾ Jun 6, 2026 May 21, 2026 May 22, 2026 Parts ordered and expected to be picked up from the supply house likely on 2026-05-22. Confirmation needed to ensure no delays for the planned onsite arrival. — · 05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift Logistics — Crimson IT — — — Align internally on full project scope and confirm agreed scope with client in writing Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Vince Plaude Meeting ▾ NEST ▾ recvuehLtUAqIawgo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgo NEST:Meeting:recvuehLtUAqIawgo:loop1 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Jun 17, 2026 Vince understood scope as SSO and Teams setup only; signed quote covers full package including governance, acceptable use policy, user provisioning, licensing, rollout, and closeout. — · 06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues — Crimson IT — — — Decision needed on $25/month live chat subscription: cancel or retain based on usage and conversion data Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ April / Pete Plaude Meeting ▾ NEST ▾ recHLIfFrzBB6mdnS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHLIfFrzBB6mdnS NEST:Meeting:recHLIfFrzBB6mdnS:loop6 New ▾ Medium ▾ Aug 28, 2026 Aug 28, 2026 — Current leads from live chat are minimal and mostly existing clients confused about contact details — · 08-28 Pulong: Pamamahala sa Marketing, Proseso ng Pag-apruba, at Pagsusuri ng Gastos — Crimson IT — — — Assess full scope of affected users and track incident frequency to determine if enterprise-wide mitigation is needed Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Internal stakeholders Plaude Meeting ▾ NEST ▾ rec5sPHu1U9R8KlEt https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec5sPHu1U9R8KlEt NEST:Meeting:rec5sPHu1U9R8KlEt:loop5 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 — Currently only Chris Park and TJ are confirmed affected but other users in the Views group may also be impacted; scope is not yet defined. — · 05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR Exclusions — Crimson IT — — — Investigate origin and review logs of rogue access point to determine how it was installed and whether it was exploited Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop3 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 Meeting concluded only with elimination action item. No owner or conclusion reached on forensic investigation of the rogue access point. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — Define process and timeline for collecting Casey's feedback and prioritizing requested changes Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Westwood Financial Plaude Meeting ▾ NEST ▾ recs0fqc5fvNu38e6 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recs0fqc5fvNu38e6 NEST:Meeting:recs0fqc5fvNu38e6:loop4 New ▾ Medium ▾ Aug 13, 2026 Aug 13, 2026 — No structured feedback loop established yet; Casey expected to have tweaks after reviewing the app. — · 08-13 Meeting: Westwood Financial Mail Intelligence App – Azure Deployment, Ada AI Triage, Security and Beta Resell Plan — Crimson IT — — — Confirm all attendees received the budget submission and provide feedback Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Aaron and Crystal Plaude Meeting ▾ NEST ▾ recsGwxzzKW0u8cJn https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recsGwxzzKW0u8cJn NEST:Meeting:recsGwxzzKW0u8cJn:loop2 New ▾ Medium ▾ Aug 4, 2026 Aug 4, 2026 Aug 11, 2026 Budget was submitted to Cost Ship last week; copies sent to Aaron and Crystal; attendees should also have received a copy but receipt was not confirmed in the meeting. — · 08-04 Weekly Meeting: IT Infrastructure Upgrades and Budget Submission — Crimson IT — — — Client to send list of additional apps (NACLY, Cleo, etc.) for connector compatibility assessment Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop5 New ▾ Medium ▾ Aug 12, 2026 Aug 12, 2026 Aug 19, 2026 Integration targets include Adobe, DocuSign, NACLY, and Cleo; full app list needed to evaluate connector options. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — On-site visit with AbilityFirst employees at Fair Oaks on May 26, 2026 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ AbilityFirst Plaude Meeting ▾ NEST ▾ recxXgNKdQaaTLypz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recxXgNKdQaaTLypz NEST:Meeting:recxXgNKdQaaTLypz:loop5 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 26, 2026 Scheduled site visit noted during training session. — · 05-21 Lecture: Excel Basics - File Safety, Data Organization, and Formulas — Crimson IT — — — Obtain client requirements wishlist and completed tenant survey spreadsheet and assign owner with deadline Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Client Plaude Meeting ▾ NEST ▾ recvuehLtUAqIawgo https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvuehLtUAqIawgo NEST:Meeting:recvuehLtUAqIawgo:loop4 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 Jun 18, 2026 Christi emailed client on 2026-05-06 and followed up 2026-05-11; client has been slow to respond and items remain outstanding. — · 06-16 Weekly Meeting: Project Misalignment, Scope Confusion, and Billing Issues — Crimson IT — — — Investigate and resolve video feed issue from the Pacific room Alere ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Alere Plaude Meeting ▾ NEST ▾ recZiCUzl0Tgx8SNr https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZiCUzl0Tgx8SNr NEST:Meeting:recZiCUzl0Tgx8SNr:loop0 New ▾ Low ▾ Aug 5, 2026 Aug 5, 2026 — One participant experienced a video feed issue joining from the Pacific Conference Room during the training session. — · 08-05 Lecture: Microsoft Copilot Training — Outlook, Word, Excel, Agents, and Data Security — Alere — — — Follow up on Sean's investigation of the Avalon alert and document status and resolution Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Sean Plaude Meeting ▾ NEST ▾ recloi2BmwRQlO0Wi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0Wi NEST:Meeting:recloi2BmwRQlO0Wi:loop4 New ▾ Medium ▾ Jun 6, 2026 May 18, 2026 — Sean was noted as investigating an alert from Avalon but no update or resolution was provided during the meeting. — · 05-18 Weekly Meeting: AI Training and Client Report Generation — Crimson IT — — — Follow up with Pete on AI training information after his vacation Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop5 New ▾ Medium ▾ Jun 6, 2026 May 19, 2026 — Christi provided Pete information before his vacation; Ashlyn is no longer available as a resource — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Send cleaned step-by-step guide with Snagit screenshots for creating and managing AF_Supervisors distribution list Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Erin Plaude Meeting ▾ NEST ▾ recobGqZC0myf317L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recobGqZC0myf317L NEST:Meeting:recobGqZC0myf317L:loop0 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Erin to trim extraneous clicks from screen capture and distribute finalized documentation to the team. — · 06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI) — Crimson IT — — — AbilityFirst Microsoft license renewal draft to Michuan Fleming is unsent and states the wrong deadline AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Michuan Fleming Email ▾ — ▾ — — — — ▾ Low ▾ Jul 28, 2026 Jul 28, 2026 — Draft "AbilityFirst Microsoft License Renewal - Action Needed Before 7/29" addressed to mfleming@abilityfirst.org has been sitting in the Crimson Drafts folder since 12:09 on 7/28, unsent.
Corrected by Christi 7/28: the AbilityFirst Microsoft license renewal is in OCTOBER, not 7/29. The draft's own subject line is wrong, so it must not go out as written - sending it as-is would give Michuan a false deadline. Either rewrite it against the October date or discard it.
No urgency on this loop. Next touch is whenever renewal prep genuinely begins ahead of October. Surfaced during the 7/28 end-of-day mailbox sweep and initially flagged as due 7/29 on the strength of the subject line alone. Christi corrected the date. Lesson: a draft's subject line is not evidence of a real deadline - verify the underlying renewal date before treating it as time-critical. · — — Ability First — — — Collect feedback from Alere attendees on Copilot successes and issues after they complete practice assignments Alere ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Alere Plaude Meeting ▾ NEST ▾ recc7MdNl4A0kVBV5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recc7MdNl4A0kVBV5 NEST:Meeting:recc7MdNl4A0kVBV5:loop1 New ▾ Medium ▾ Aug 3, 2026 Aug 3, 2026 — Chris requested attendees report back on what worked and what did not following hands-on practice with the assigned workflows — · 08-03 Lecture: Microsoft 365 Copilot Workflows for Property Management and Accounting — Alere — — — Conduct tour of all Believe First sites with Michelle to speak directly with staff AbilityFirst ▾ Commitment ▾ Open ▾ Christi ▾ Believe First Plaude Meeting ▾ NEST ▾ recnGmvrI2JvGuX7r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recnGmvrI2JvGuX7r NEST:Meeting:recnGmvrI2JvGuX7r:loop4 New ▾ High ▾ Jun 6, 2026 May 27, 2026 — Goal is to identify ways to help and ensure Believe First does not feel like a second-tier client. Believe First board is reportedly happy with current work. — · 05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First Engagement — Ability First — — — Confirm Basma MFA rollout goes live June 5, 2026 and monitor compliance within one-week window SCHARP ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Basma employees Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop11 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 5, 2026 MFA fully rolled out to all SCHARP employees. Basma rollout intentionally delayed and scheduled for June 5. Users will have one week to become compliant before enforcement. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — —