โก Section 1 โ Priority Alerts
๐ด T211 โ Igor Martinovic offboarding: Last day is Monday 13 April (Serbia). Access removal and offboarding must be flagged today โ 0 working days left before cutover.
๐ด W185 โ Rollcard Reserve Account (Conleth): Due today. Funds Flow MSA clause โ unresolved. Conleth at Rollcard sync 16:30 โ raise in that meeting if not closed before.
๐ด W204/W205 โ Scotia Bank / Citi CR Payment: Both due today. Dabbers Bingo payment issue (bank details changed 3ร). Waiting on Lidia + Laura/Flavia note. Check status first thing โ may need to intervene.
๐ก T209 โ Payroll Function meeting time: Ellen requesting move to 10:30. Currently 16:00. Decide and reply to Ellen now (before 09:30). If moved to 10:30, it conflicts with build window.
๐ก W206 โ Gavin morning catchup: Due today โ headcount/cost structure + Lee's updates. Catch Gavin before or after FP&A Roadmap (15:00). Gavin has 26 W/F overdue ๐ด
๐ก Revenue & Attribution ZOOM decisions (from yesterday's meeting): 10 actions delegated to Seamus/Elias/BI. No follow-up W/F items created yet โ add these before FP&A Roadmap at 15:00.
๐ฏ Section 2 โ Today's Intent
๐ Build Window: 09:00โ12:00 (3 hours before Ramp Designs session at 12:00)
Target: 3 build tasks. You have 1 due today + strong this-week backlog to pull from.
T196 โ DUE TODAY
Restart Finance Intelligence Layer Review โ set recurring day/time this week
โก Why now: Due today. Lightweight task โ book a recurring slot in calendar (30 min). Feeds the intelligence rhythm Niall committed to in reorg context.
T194 โ DUE Thu 16 Apr
Quarterly Workshop Pack โ review all project, OKR, and operational data ahead of April 22
โก Why now: April 22 quarterly workshop is 12 days away. Pack needs to be ready before Mon 20 Apr. Starting the data review today gives buffer. Has a dedicated build window slot.
T192 โ DUE Fri 18 Apr
Define Financial Performance Report โ what it contains, cadence, and owner
โก Why now: Feeds Lee 1:1 at 14:00 and FP&A Roadmap at 15:00. Context will be live today. Better to arrive with a first draft than to start cold next week.
Non-build items today: 10 (above 5-cap โ ๏ธ) โ triage in Section 4. Most are quick admin: NetSuite JE approvals (T201/T202), FloQast review (T203), HiBob signature (T204). Handle these in a batch before the 12:00 meeting. T207, T208, T209 need decisions, not deep work.
โ
Friday note: Strong meeting day. Build window is clean (09:00โ12:00). Use mornings for output, afternoons for meetings. Gavin FP&A (15:00) + Rollcard (16:30) are relationship-heavy โ arrive prepped on W/F items.
๐
Section 3 โ Meetings Today
09:00
Morning Briefing
Solo/Admin
Niall (solo)
Admin block โ review this briefing, queue admin tasks
12:00
Ramp Designs / User Screens
Project
Sinead Crawford
๐ T206 (Item list to Newtec) is a Sinead item โ confirm status in this meeting. Prep: Know the Ramp project status from W189 (Momฤilo delegations due 14 Apr).
โ Stake: Ramp is a live Sprint delivery. Unblocking Sinead means smooth phase completion.
14:00
Lee / Niall 1:1
Leadership
Lee Gwilliam
๐ First proper 1:1. T177 (Lee meeting invite) was closed yesterday โ good. Agenda suggestion: reorg structure update (ยฃ11m savings finalised?), Lee's role in Rollcard sync today, Revenue & Attribution meeting outcomes (Seamus debrief note: "Elias joining meeting with Lee"). T192 Financial Performance Report context relevant here.
โ Stake: Lee is a senior stakeholder in commercial territory โ poor prep = lost credibility. Come with a crisp agenda.
14:30
Book Time with Niall O'Leary
External
Michael Gregoline (Mike)
๐ Check meeting purpose before arriving. Mike has multiple W/F items (W009 Rotowire, W171/W172 AR). If this is an Ops/AR discussion, W196 (Seamus AR overview report due 14 Apr) is relevant context.
โ Note: This runs 14:30โ15:00, adjacent to Lee 1:1 ending. Confirm no overlap.
15:00
FP&A Roadmap
High Priority
Gavin Smith
๐ Gavin has 26 W/F items overdue ๐ด. Use this session to: (1) Batch-close stale W/F where feasible, (2) Confirm Reorg savings figure (W190 โ due 14 Apr), (3) Confirm SaaS cost feedback. Revenue & Attribution actions from yesterday โ assign Gavin's share formally. T192 (Financial Performance Report) relevant โ what Gavin owns vs Finance.
โ Stake: Gavin is your biggest bottleneck. Walking out without clearing W/F queue = next week worse.
16:00
Payroll Function
Time TBC
Ellen Monaghan, Elias Mark
๐ Ellen requested moving this to 10:30 (T209 โ decide now). Context: T208 (payroll success criteria reply to Katarzyna) is live โ have that answer ready. T204 (HiBob UKG signature) โ watch for doc. Igor Martinovic offboarding (T211) โ flag with Ellen who is the last-day contact.
โ Stake: If meeting moves to 10:30 it cuts into build window. Weigh time vs Ellen's availability.
16:30
Rollcard Project Sync
Project
Kyla (GoChisel), Lee Gwilliam, Jean Costello, Max Bichsel, Conleth Fay, Gary Munson + others
๐ Cross-functional. W185 (Reserve Account โ Conleth) overdue today โ raise here if not resolved. W047 (Rob Cummins return briefing due 12 Apr) โ Rob is out. W195 (PMO Rollcard status due 15 Apr) โ confirm status in this call. Galileo deadline = 15 Apr (from yesterday's brief).
โ Stake: Rollcard timeline under pressure. Galileo deadline 15 Apr = 5 days. GoChisel coordination is critical path.
17:15
End of Day Scan
Solo/Admin
Niall (solo)
Run Cowork. Post VIKTOR-FEED. Confirm any task closures.
๐ Section 4 โ Must-Close Today
W/F Due Today
| ID | Owner | What | Status |
|---|
| W185 | Conleth Fay | Rollcard Reserve Account โ MSA clause resolution | Overdue today |
| W204 | Lidia / Laura W | Scotia bank access + CR payment execution | Due today |
| W205 | Laura / Flavia | Send Flavia's note + Citi confirmation re Dabbers payment | Due today |
| W206 | Gavin Smith | Morning catchup โ headcount/cost structure + Lee updates | Due today |
| W186 | Niall (action) | Newtec March invoice โ confirm receipt/process | Due today |
| W187 | Gary Malone | ActivPayroll eFile notifications (Client K13) routing | Due today |
Tasks Due Today (Non-Build) โ Admin Batch
| ID | Type | Action |
|---|
| T201 | Admin | Approve Journal Entry 80947 in NetSuite |
| T202 | Admin | Approve Journal Entry 80951 in NetSuite |
| T203 | Review | Review FloQast checklist โ March 2026 Close, GDC America Inc |
| T204 | Admin | Review & sign Gambling.com Agent Authorization Form in HiBob |
| T205 | Admin | Confirm Dan System Analyst interview slot with Dijana |
| T206 | Admin | Confirm/send updated Item list to Newtec (Sinead query) |
| T207 | Solve | Nominate replacement reviewer for Q1 NetSuite controls (Robert out) |
| T208 | Solve | Define payroll success criteria โ reply to Katarzyna |
| T209 | Decision | Confirm or decline moving Payroll Function meeting to 10:30 (Ellen) |
| T211 | Urgent | Flag Igor Martinovic offboarding โ last day Mon 13 Apr (Serbia) |
๐ก Admin batch tip: T201, T202, T203, T204 can all be done in <15 min in browser tabs. Clear these before 10:00 to remove noise.
๐น Section 5 โ Financial Signals
โฐ Deadline: Rollcard Galileo delivery โ 15 April (5 days). GoChisel coordination on critical path. Raised in Rollcard Project Sync today (16:30).
โฐ Deadline: PMO project status reports (W193/W194/W195) โ all due 15 April. SpendSmart, Kronos, Rollcard. Trigger PMO if not already in flight.
๐ค AI/Reorg: Revenue & Attribution meeting yesterday generated 10 structural decisions โ move data to BI, earlier close using estimates, new Affiliate account register (JIRA/NS/EVE/Depot). Claude operational cost: ~ยฃ780k annualised (ยฃ70/month trending). Included in ยฃ12.5m reorg savings figure presented to C-Level.
๐ Quarterly Workshop โ 22 April: 12 days away. T194 (Workshop Pack) is on today's build list. Q2 OKRs not yet set for direct reports (T193 โ next month). Pre-read prep should start today.
๐ฅ Section 6 โ Direct Report Flags
๐ด Gavin
26 overdue / 1 due today / 1 due this week ยท Total: 53 items
Most urgent: W009 (Validate Rotowire Contract โ exp 7 Mar, +34d) ยท W206 due TODAY (morning catchup)
๐ด CAPACITY RISK โ 26 overdue. FP&A Roadmap at 15:00 is prime clearing opportunity. Address in today's session.
๐ก Seamus
6 overdue / 0 due today / 4 due this week ยท Total: 15 items
Most urgent: W014 (3EN Phase 1 critical items โ exp 9 Mar, +32d) ยท W181 due Sat 11 (adjustment types overview)
New: Revenue & Attribution actions from yesterday โ Seamus owns documentation + BI coordination. Add W/F today.
๐ก Conleth
5 overdue / 1 due today / 1 due this week ยท Total: 14 items
Most urgent: W142 (Rollcard Funds Flow call with Darin Petty โ exp 20 Mar) ยท W185 due TODAY (Reserve Account MSA)
Conleth at Rollcard Sync 16:30 โ raise W185 there if not closed before.
๐ก Gary
4 overdue / 1 due today / 1 due this week ยท Total: 14 items
Most urgent: W164 (Update Confluence Finance โ exp 23 Mar) ยท W187 due TODAY (ActivPayroll eFile routing)
Gary at Rollcard Sync 16:30 โ opportunity to touch base on W198 (AP Overview report due 14 Apr).
โ
Robert
0 open W/F ยท Currently out
T207 impacts Robert's absence โ Q1 NetSuite control reports need a replacement reviewer nominated today.
๐ช Section 7 โ Objective Alerts
All 23 objectives currently show as stalled (no active linked tasks in YAML). OKR refresh session is overdue โ Q2 priorities need new task linkages. Top 5 by urgency:
| Status | Theme | Objective | Action |
|---|
| STALLED/Red |
Systems & Auto |
Transition NetSuite partner in Q1 |
T206 (Newtec item list) is active โ link this task to objective. |
| STALLED/Red |
FP&A |
Build non-affiliate revenue drivers, insights & forecasting |
T192 (Financial Performance Report) is the activation task. |
| STALLED/Amber |
SVP Readiness |
Establish consistent financial narrative and reporting rhythm |
T192 + T199 (cost allocation report) are live โ link them. |
| STALLED/Amber |
Culture |
Drive AI adoption across Finance teams |
T200 (Kronos & Ramp Claude report) is in backlog โ activate this week. |
| STALLED/Amber |
Stoic |
Run a calm, structured first half with no firefighting spirals |
T196 (Finance Intelligence Layer restart) โ close today. |
โก Q2 OKR Session needed: 23 objectives, 0 linked open tasks. Book a 90-min solo session this week to assign tasks to objectives before Quarterly Workshop (Apr 22).
๐ค Section 8 โ Stakeholder Outreach
Stakeholder YAML has null next_check_in_due fields โ estimated from relationship state and recent meeting history.
| Name | State | Last Known Contact | Est. Days Overdue | Meeting Today? |
|---|
| Kevin | Repair | ~early Mar | ~35d overdue | No โ urgent proactive contact needed |
| Opco | Repair | ~early Mar | ~35d overdue | Check if attending Tue OpCom |
| Lee | Watch | This week (invited) | Resets today at 14:00 1:1 | โ
14:00 |
| Elias | Watch | Thu 9 Apr (meeting) | 0d | โ
16:00 Payroll Function |
| Max | Watch | ~late Mar | ~10d overdue | 16:30 Rollcard Sync โ opportunity |
| Ellen | Watch | This week | Resets at 16:00 | โ
16:00 |
๐ Kevin most critical โ Repair state, ~35 days without contact. No meeting today. Send a short Slack or email check-in before EOD.
๐ Section 9 โ Zoom AI Notes (from Thu 9 Apr)
Marketing Revenue & Affiliate Account Controls โ Proposal
Decisions made:
- Move data collection & attribution execution to BI team
- Implement earlier month-end closes using estimates/extrapolations (BI provides, accounting signs off)
- Build automated locked-accounts agent/dashboard + exceptions reports at month-end
- New integrated Affiliate account register: JIRA / NetSuite / EVE / Depot โ automated account creation, IBAN allocation, data entry
- Present new process at next All Hands
Delegated (verbatim):
- Seamus: Revenue ownership documentation | no date
- Seamus/Elias/BI: Locked accounts dashboard + exceptions reports | no date
- Seamus/Elias/BI: Earlier close process with estimates | no date
- BI team: Data collection & attribution execution ownership | no date
- iPhone [open role]: New automation engineer roles in commercial | no date
โ These delegations have no W/F items created yet. Add them in today's Cowork session or before FP&A Roadmap at 15:00.
Sent commitments (Thu 9 Apr):
- [08:16] Sinead Crawford โ pull Navan report for all planned events & budgets (delegated while Rob away)
- [08:43] Sinead / Gary Malone / Momฤilo โ remove NetSuite PO users next week; Momฤilo to add to Ramp project plan
- [11:27] Emma Brady / Katarzyna Patyna โ advise on Gambling.com payment onboarding forms
- [15:47] Finance team (9 recipients) โ mark Newtec support tickets as Recurring or One-Off in shared sheet by next Tuesday
๐ Section 10 โ Full Task List
๐ Unlinked Tasks โ Needs Assigning to Objectives (12 tasks)
| ID | Type | Title | Due |
|---|
| T197 | Build* | Assess whether AR can take up Billing & how much work is involved (โ now W/F Seamus) | 16 Apr |
| T198 | Build | Automate Virtual IBAN process with Nicola | 21 Apr |
| T201 | Admin | Approve Journal Entry 80947 in NetSuite | Today |
| T202 | Admin | Approve Journal Entry 80951 in NetSuite | Today |
| T203 | Review | Review FloQast checklist โ March 2026 Close, GDC America Inc | Today |
| T204 | Admin | Review & sign Gambling.com Agent Authorization Form (UKG) in HiBob | Today |
| T205 | Admin | Confirm Dan System Analyst interview slot with Dijana | Today |
| T207 | Solve | Nominate replacement reviewer for Q1 NetSuite controls (Robert out) | Today |
| T208 | Solve | Define payroll success criteria โ reply to Katarzyna | Today |
| T209 | Admin | Confirm or decline moving Payroll Function meeting to 10:30 (Ellen) | Today |
| T210 | Admin | Watch for UKG document in HiBob (Bob) and sign when arrives | Sat 11 Apr |
| T211 | Urgent | Flag Igor Martinovic offboarding โ last day Mon 13 Apr (Serbia) | Today |
Due Today
| ID | Type | Title | Objective Link |
|---|
| T196 | Build | Restart Finance Intelligence Layer Review | Stoic/Sustainability |
| T201โT211 | see Unlinked above | (10 admin/solve tasks) |
This Week
| ID | Type | Title | Due | Theme |
|---|
| T192 | Build | Define Financial Performance Report โ contents, cadence, owner | 18 Apr | SVP Readiness |
| T194 | Build | Quarterly Workshop Pack โ review all project, OKR & operational data | 16 Apr | SVP Readiness |
| T197 | Build* | Assess AR / Billing scope (โ W/F Seamus now) | 16 Apr | Unlinked |
| T198 | Build | Automate Virtual IBAN process with Nicola | 21 Apr | Unlinked |
| T199 | Build | Cost allocation report pack for March | 14 Apr | SVP Readiness |
| T200 | Build | Run Kronos & Ramp project update Claude report | 15 Apr | Culture & AI |
| T210 | Admin | Watch for & sign UKG document in HiBob | Sat 11 | Unlinked |
Next Week / Backlog
| ID | Type | Title | Due | Theme |
|---|
| T193 | Build* | Share H2 OKRs for direct reports (Gary, Gavin, Seamus) | 22 Apr | Culture & AI |
โณ Section 11 โ Waiting For โ Detail
Showing: overdue + due today + due โค 3 days. Full list: 121 open, 51 overdue.
Due Today (6 items)
| ID | Owner | Description |
|---|
| W185 | Conleth Fay | Rollcard Reserve Account requirement in MSA โ Conleth flag |
| W186 | Niall (action) | Newtec (Jen) โ March 2026 invoice confirm/process |
| W187 | Gary Malone | ActivPayroll: 2x new eFile notifications (Client K13) โ route to Gary |
| W204 | Lidia / Laura W | Resolve Scotia bank access and execute CR payment |
| W205 | Laura / Flavia | Send Flavia's note + Citi confirmation re Dabbers Bingo payment |
| W206 | Gavin Smith | Morning catchup โ headcount/cost structure + Lee's updates |
Due Tomorrow โ Sat 11 Apr
| ID | Owner | Description |
|---|
| W181 | Seamus Barry | Overview of adjustment types (valid business items vs upstream data errors) |
Due This Week โ Key items
| ID | Owner | Description | Due |
|---|
| W047 | Rob Cummins | Rollcard project process development prep (return from leave) | Sun 12 |
| W167 | Aleksandra | 3-weekly call cadence (morale stabilisation) โ first call | Mon 13 |
| W189 | Momฤilo | Ramp delegations: Chase Leo for NetSuite | remove PO users | Tue 14 |
| W190 | Gavin Smith | Reorg: Finalise Matt reorg data + savings figure | Tue 14 |
| W193 | PMO | SpendSmart (Ramp) project status report | Wed 15 |
| W194 | PMO | Project Kronos (UKG) project status report | Wed 15 |
| W195 | PMO | Rollcard Launch project status report | Wed 15 |
| W196 | Seamus Barry | AR Overview report (weekly) | Tue 14 |
| W197 | Seamus Barry | AR Bad Debt report | Tue 14 |
| W198 | Gary Malone | AP Overview report (weekly) | Tue 14 |
| W199 | Conleth Fay | Treasury Balances report (weekly) | Tue 14 |
| W202 | Seamus Barry | Carve out who can do Billing vs Revenue Accounting | Thu 16 |
โ๏ธ Section 12 โ Corrections
No corrections logged. Reply correction: [detail] to flag anything wrong in this briefing.
๐ Section 13 โ Training โ Week 15 (Apr 6โ12)
Today (Friday): Ramp session at 12:00 blocks lunch run window.
Only 2 targets achievable today: a morning lift (gym before 09:00?) or an evening walk after the 17:15 EOD scan.
Evening walk strongly suggested โ quiet 20-30 min after a big meeting day.
Log commands: run done ยท lift done ยท walk done
๐ฃ๏ธ Section 14 โ Communication Training โ Week 3: Delivery
ISO Week 15 โ Week 3 of 4 โ Pace, pauses, and tone
Today's 3-step micro-routine:
- Step 1 (1 min): Pick a topic โ ask "What's my ONE point?"
- Step 2 (30โ45 sec): Speak it: Context โ Point โ Impact/Action
- Step 3 (3โ5 min): Refine โ cut filler words, shorten sentences, strengthen verbs
๐ Week 3 Focus Rule: Slow down. Use pauses. Sound controlled. Today's meetings are high-stakes โ Lee 1:1, FP&A with Gavin, Rollcard with 8+ people. Pace > speed.
Before you speak:
โข What's my point? Can I say it in one sentence?
โข No filler (um, like, kind of, I think)
โข 2-second pause after others finish โ then respond
Viktor EA ยท Morning Briefing ยท 10 April 2026 ยท VIKTOR-FEED: 19:50 Thu 9 Apr
Quick actions: done T0XX ยท defer T0XX ยท wf done W0XX ยท add task [desc] ยท Prep me for [meeting]