Strategic Planner

7

Active Missions

24

Active Projects

0

Overdue Tasks

8

Today's Tasks

Strategic Alignment Today's tasks linked to missions

13%

1 of 8 tasks linked to missions

Link tasks to missions to track alignment

Today's Priority Tasks

✓

DK - JK Meeting

Medium

✓

Nudge Robert on PG meeting

Medium

✓

Sales Meeting - send proposed agenda short term to Mark before sending invite email

Medium

✓

ASOS returns

Medium

✓

Reissue RR invoice

Medium

Mission Activity Tasks in last 14 days

Business Growth No recent activity

Succession & Knowledge No recent activity

Systems & Automation 1 task

Operations & Projects No recent activity

Finance & Reporting No recent activity

Personal Development No recent activity

Home & Life No recent activity

Tuesday, 23 June 2026

Time plan — drag tasks from the right

8:30am

9:00am

9:30am

10:00am

10:30am

11:00am

11:30am

12:00pm

12:30pm

1:00pm

1:30pm

2:00pm

2:30pm

3:00pm

3:30pm

4:00pm

4:30pm

✓

DK - JK Meeting ✕

30 min

✓

⚡ ASOS returns ✕

30 min

✓

⚡ Reissue RR invoice ✕

30 min

✓

Complete Teams transcript -> Notes Automation ✕

1 hr

✓

⚡ Post card!!! ✕

30 min

✓

⚡ MEETINGS ✕

4 hr

✓

⚡ Summarise ABC customers and send to Dave ✕

30 min

To Do (4)

⚡ Look through notes from discussions with Mark

✓

Medium Business Growth Notes →

Make changes to strategic planner📝

✓

Medium Systems & Automation Notes →

⚡ Sales meeting - Suggest potential format to Mark

✓

Medium Notes →

⚡ Sales Meeting - send proposed agenda short term to Mark before sending invite email

✓

Medium Notes →

Business Growth

Future Pipeline & Sales Output

Create visibility of the sales pipeline, forecast and resource utilisation.

Active High 3 open tasks

Sales Team - Misalignment & Opportunities

Address structural misalignment in the sales team and unlock underperforming capacity.

Active Medium 1 open task

Sales - AEO & Pipeline Generation

Generate more of the right enquiries by redirecting organic demand from competitors and solving customer problems.

Active High 2 open tasks

Sales - Pipeline & Meetings

Make sales meetings productive and pipeline management a genuine habit.

Active High 2 open tasks

Sales - Target Accounts

Coach the sales team to proactively target and win specific accounts.

Active High 0 open tasks

Buyers Journey

Map where RAM consistently lets customers down and build a better communication process.

Active Medium 0 open tasks

Marketing & Positioning

Define and improve how RAM positions itself in the market.

Active Medium 0 open tasks

Succession & Knowledge

Appraisals

Run a structured appraisal process across the team.

Active Medium 1 open task

Leadership Coaching - Leon

Coach Leon toward genuine leadership behaviours, not just administration.

Active Medium 2 open tasks

Company Structure - Future Mapping & Skills Gaps

Map the future company structure and identify where skills gaps exist.

Active High 1 open task

Notebook LM - RAM Brain

Build a knowledge base (RAM Brain) that captures pricing, part numbers, tricky applications and HR/quality info.

Active High 3 open tasks

ARP - Define Roles & Priorities

Define clear priorities and role expectations for the sales and account management team.

Active High 0 open tasks

Systems & Automation

Live Dispatch Board / Spreadsheet

Build a live dispatch tracking tool that makes order status blindingly obvious.

Active Medium 5 open tasks

AI Project - Responsible Use Sections

Complete the responsible use and data privacy sections of the AI implementation plan.

Active Medium 1 open task

Process Review - Finding Inefficiencies

Systematically identify and document process inefficiencies across the business.

Active High 0 open tasks

Automations

Identify and build automations to remove manual repetitive work.

Active High 2 open tasks

Operations & Projects

Project Management - Zeeco Trial

Pete to take ownership of the Zeeco trial with full visibility and structured comms.

Active High 4 open tasks

Finance & Reporting

Sales KPIs & Margin Review

Build visibility of sales KPIs and margin by product/customer.

Active Medium 0 open tasks

Forecasting & Management Accounts

Improve forecasting process and management accounts reporting.

Active Medium 0 open tasks

Personal Development

AI Course - Tools

Complete AI tools course and apply learnings to RAM.

Active Medium 0 open tasks

Charlotte Development

Build Charlotte's leadership skills — especially holding people accountable without it feeling like nagging.

Active Medium 0 open tasks

Home & Life

Taxi for Andy's Wedding

Book taxis for the wedding.

Active Medium 0 open tasks

Wedding

Active Medium 0 open tasks

Health & Fitness

Active Medium 0 open tasks

← Back to Projects

Active High

Mission: Business Growth

Create visibility of the sales pipeline, forecast and resource utilisation.

Notes

Key Decisions / Thinking

Tasks (3)

✓

Arrange call with Mark to show what pipeline data we have

Business Growth Future Pipeline & Sales Output ⚡ High Not Started

✓

How do we centre a quarterly meeting around pipeline data most efficiently?

Business Growth Future Pipeline & Sales Output Low Not Started

✓

Define: what do we do with the pipeline information once we have it?

Business Growth Future Pipeline & Sales Output Low Not Started

Search Mission Project Status Urgency Due

	Task	Mission	Project	Status	Urgency	Due	Planned

22 Jun – 28 Jun

⚡ Quick task

Mon

22

—

2 done

Tue

23

✓

DK - JK Meeting

✓

Complete Teams transcript -> Notes Automation

Systems & Automation

✓

⚡ Look through notes from discussions with Mark

quick

7 done

Wed

24

—

Thu

25

✓

Nudge Robert on PG meeting

✓

Chase INTACT for update

✓

Post strategic planner to Netlify or similar

✓

Update Planner

✓

Make changes to strategic planner

Systems & Automation

Fri

26

—

Sat

27

—

Sun

28

—

Unscheduled (23)

Drag a card into a day column to schedule it

Review Pete's checklist

Operations & Projects

Arrange meeting with PG, RLJ and Zeeco to lay out the plan

Operations & Projects

Pete to understand office roles to project manage effectively

Operations & Projects

Bring DK and the office into the conversation at the right stage

Operations & Projects

Arrange appraisal discussion with RR&D

Succession & Knowledge

Set up meeting with Kevin re. dispatch board

Systems & Automation

Finish setting up reports — schedule what is required

Systems & Automation

Strip back the dispatch board UI

Systems & Automation

Add filter for POs due in this week

Systems & Automation

Ask Mum about data privacy when using PII on a public platform

Systems & Automation

Arrange call with Mark to show what pipeline data we have

Business Growth

How do we centre a quarterly meeting around pipeline data most efficiently?

Business Growth

Define: what do we do with the pipeline information once we have it?

Business Growth

Arrange kick-off meeting — what are we trying to achieve with the sales team?

Business Growth

Discuss how coaching of Leon might look — light touch, frequent (20 mins per month to start)

Succession & Knowledge

Plan how to move Leon from admin-level management to actual leadership and knowledge transfer

Succession & Knowledge

Kick-off meeting for company structure and skills gap mapping

Succession & Knowledge

Set up meeting with Alex to align on AEO — he has been working on it already

Business Growth

Get AEO moving — target 10 articles by end of month, approved by DK, RLJ, RIK, Pete

Business Growth

Find a way to do a meeting review — or establish what people actually want out of sales meetings

Business Growth

Arrange call with Mark to review RAM Brain progress, limitations and next steps

Succession & Knowledge

Create RAM Brain Rules and Assumptions doc — structured interviews with DK, RLJ and RIK

Succession & Knowledge

Work out best structure for capturing and uploading senior staff knowledge to RAM Brain

Succession & Knowledge

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7 missions 24 projects 39 tasks

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{"missions":[{"id":"m1","name":"Business Growth","desc":"Grow RAM in a repeatable, system-led way.","status":"active","priority":"high","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m2","name":"Succession & Knowledge","desc":"Make the business less dependent on individuals by capturing knowledge, processes and decision rules.","status":"active","priority":"high","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m3","name":"Systems & Automation","desc":"Remove manual work and increase visibility through AI, automation and better systems.","status":"active","priority":"high","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m4","name":"Operations & Projects","desc":"Improve project delivery, documentation, quality and execution.","status":"active","priority":"medium","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m5","name":"Finance & Reporting","desc":"Understand performance, margins, targets and reporting.","status":"active","priority":"medium","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m6","name":"Personal Development","desc":"Develop Charlotte's skills, leadership and learning.","status":"active","priority":"medium","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"m7","name":"Home & Life","desc":"Keep personal life admin organised without mixing it into RAM strategy.","status":"active","priority":"low","notes":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"}],"projects":[{"id":"p1","mission":"m4","name":"Project Management - Zeeco Trial","objective":"Pete to take ownership of the Zeeco trial with full visibility and structured comms.","status":"active","priority":"high","due":"","notes":"Pete to run this. Ensure full visibility without micromanaging. Supplier audit and expectations meeting required ahead of PO.","decisions":"Pete must be in all discussions. Involve DK and the office team at the right stage.","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p2","mission":"m2","name":"Appraisals","objective":"Run a structured appraisal process across the team.","status":"active","priority":"medium","due":"","notes":"","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p3","mission":"m6","name":"AI Course - Tools","objective":"Complete AI tools course and apply learnings to RAM.","status":"active","priority":"medium","due":"","notes":"","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p4","mission":"m3","name":"Live Dispatch Board / Spreadsheet","objective":"Build a live dispatch tracking tool that makes order status blindingly obvious.","status":"active","priority":"medium","due":"","notes":"Set up something that will do for now — don't wait for perfect. Must make it obvious what's in New Orders vs Confirmed. Strip back the UI.","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p5","mission":"m3","name":"AI Project - Responsible Use Sections","objective":"Complete the responsible use and data privacy sections of the AI implementation plan.","status":"active","priority":"medium","due":"","notes":"SharePoint: AI_Implementation_Plan_v3.xlsx","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p6","mission":"m1","name":"Future Pipeline & Sales Output","objective":"Create visibility of the sales pipeline, forecast and resource utilisation.","status":"active","priority":"high","due":"","notes":"What info do we want? Projects coming up, likelihood to close, team resource maximisation. How to centre a quarterly meeting around this?","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p7","mission":"m1","name":"Sales Team - Misalignment & Opportunities","objective":"Address structural misalignment in the sales team and unlock underperforming capacity.","status":"active","priority":"medium","due":"","notes":"Senior people taking complex enquiries = bottleneck + trapped knowledge. Jordan: potential hybrid role as strategic bridge (NCR log, closing loop with data). DK: could step into engineering manager mindset. Reps: 750k behind — urgent. Pete's time is 20% PM — needs to find customers.","decisions":"Cannot manage all of this and do execution + day-to-day. Other people need to be involved.","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p8","mission":"m2","name":"Leadership Coaching - Leon","objective":"Coach Leon toward genuine leadership behaviours, not just administration.","status":"active","priority":"medium","due":"","notes":"Leon's mindset: independent, doesn't share info with team, resistant to change. Goal: get him tackling recurring warehouse errors proactively and owning team effectiveness.","decisions":"Frequent light-touch contact likely more effective than big set-pieces.","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p9","mission":"m2","name":"Company Structure - Future Mapping & Skills Gaps","objective":"Map the future company structure and identify where skills gaps exist.","status":"active","priority":"high","due":"","notes":"Want to get this done right — chip away at it, invite different people at different stages. Speak to Walt (conovalve) about succession plan.","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p10","mission":"m1","name":"Sales - AEO & Pipeline Generation","objective":"Generate more of the right enquiries by redirecting organic demand from competitors and solving customer problems.","status":"active","priority":"high","due":"","notes":"They Ask You Answer framework. Uber Suggest, Cyt. Buying process triggers. Only need 40-50 articles total. Merged with Target Accounts.","decisions":"Set up meeting with Alex to align — he has been working on this already.","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p11","mission":"m1","name":"Sales - Pipeline & Meetings","objective":"Make sales meetings productive and pipeline management a genuine habit.","status":"active","priority":"high","due":"","notes":"Pipeline not respected, no consideration of targets. Sock meeting issues: lateness, bad attitude, no workload management. Meeting etiquette generally poor. Daily stand-up worth considering.","decisions":"Find a way to do a meeting review or establish what people want from the meetings.","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p12","mission":"m1","name":"Sales - Target Accounts","objective":"Coach the sales team to proactively target and win specific accounts.","status":"active","priority":"high","due":"","notes":"Nuclear — don't sleep on this. Weekly 30-min meeting with Robert: 15 min project review, 15 min sales generation. Target dormant customers and specific industries. Proactivity is key.","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p13","mission":"m6","name":"Charlotte Development","objective":"Build Charlotte's leadership skills — especially holding people accountable without it feeling like nagging.","status":"active","priority":"medium","due":"","notes":"Overlaps with sales meetings theme.","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p14","mission":"m1","name":"Buyers Journey","objective":"Map where RAM consistently lets customers down and build a better communication process.","status":"active","priority":"medium","due":"","notes":"Where do we let customers down? Customer consistency. Communication for its own sake. Could start with DK — what would give you confidence to start moving things along?","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p15","mission":"m3","name":"Process Review - Finding Inefficiencies","objective":"Systematically identify and document process inefficiencies across the business.","status":"active","priority":"high","due":"","notes":"","decisions":"","createdAt":"2025-06-19","updatedAt":"2025-06-19"},{"id":"p16","mission":"m2","name":"Notebook LM - RAM Brain","objective":"Build a knowledge b
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Tasks (3)

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