Rich Guy — Daily Briefing

Sunday, March 8, 2026 · Sr. Director, Supply Chain · Nextracker / Nextpower

1 · Today — Sunday, March 8

No meetings scheduled — rest day. Clocks spring forward today (DST begins). Good desk day before a heavy travel week.

Use Today For

OVERDUE: Boss Industries — reply to Rory (rorym@bossair.com), review $15K/unit quote, outline GBA for visit. Yves waiting. (#5)
Yihua GBA (Akshay) — send pointed direction before Monday: volumes for ¼" & M12 (China→ROW, US→US), IRA split target, hard draft deadline. Prashant escalated Friday. (#20)
GPL 0 Price approvals — 3 held emails (Akshay, Sunking, Darshan) need sign-off before Monday meetings. Unblock now.
Non-Prashants MBR planning — send invite + agenda to Keli Parker, Sergio Chait, DJ, Mike Vanderwoud (slot during SF week, Mar 9–14).

Pending Decisions — You Are the Blocker

24 days overdue: Kingston labor contract — 60 or 90 day coverage? Arif waiting. Decide now. (#2 Howmet)
Stalled: Meishan Tools — escalate to Legend Lee or stay at Zuo level? (#6)
Unconfirmed: Nashville trip purpose (Mar 15–18) — travel booked, no meetings attached. Confirm rationale before the week arrives.

2 · This Week — March 9–14

Monday, March 9 — Remote from Dallas · Fly DFW → SFO (7:55 PM CDT)

Time (CDT)	Meeting	Prep / Raise
10:30–11:30a	SC Mechanical Bi-Weekly (Zoom)	Dampers, slew drives, pile striker, drill chucks, tools & fasteners. Raise: Sunking safe harbor inspection update (#10); Yihua swage gauge arriving Mar 12 (#20); drill bit fast-track status (#5).
11:30a–12:00p ⚠	Sai Krishna Zoom (Hyderabad)	Back-to-back with SC Mech — zero break. Likely: Volume Commit contract red cells. Review Sai Krishna email thread before 10:30a. Join immediately at 11:30a.
2:00–2:30p	GPL Approvals — Fasteners (Zoom) Akshay [direct report]	Anaplan upload issue may still be blocking (note in invite). Confirm with Akshay before 2 PM. Period Apr '26–Mar '27. Also clear GPL 0 price items while team is assembled.
4:00–5:00p	Vision Sync — SC, Fleet Mgmt, Intl Ops Yves' Office (attend remote)	Yves, Prashant, Alejandro, Robert Wood. Senior SC strategy alignment. Bring: fleet update, intl ops status, any cost reduction narrative for Yves. No Zoom link — confirm dial-in.

Evening: Employee Open Session (7 PM CDT) — skip; you need the Manager Open Session (Mar 17 or 19). Flight DFW→SFO departs 7:55 PM CDT, arrives SFO 10:01 PM PDT. Check in Aloft Silicon Valley Tuesday.

Tuesday, March 10 — Fremont South (In Office)

10:00–11:00a PT — SC Quarterly Town Hall (Zoom + Yves' Office). State of business from Yves; Time to Shine recognition. Attend — good visibility moment.
5:30–6:00p PT — Hydraulic Tool Liquidation huddle (Fremont South, Huddle #1). Prep: India/ME response from Naif & Vinay; decision ready — internal transfer or external liquidator? (#30)

Wednesday, March 11 — Fremont South

4:30–5:00p PT — NX Vantage 2IR Weekly (Teams). CM selection — Rich is SC lead. Confirm Robotics RFP pre-bid call timing with Darshan; 4X 8MP camera decision pending. (#8)

Thursday, March 12 — Fremont South

6:00–6:45a PT ← SET ALARM — S&OP Tracker: India & Sub-Saharan Africa (Zoom). Monthly cadence. No explicit prep noted — monitor pipeline discussion.

Friday, March 14 — Hard Deadline

Stanley FY27 deliverables → Akshay due by end of day. Amendment 6 expires 3/31. Cover: ½" US pricing renegotiation, IRA push-to-100% condition, India/EU qual-volume-only terms. Cannot slip. (#2)

3 · Lookahead — March 15–20 & Beyond

⚠ DUPLICATE FLIGHT BOOKING — CANCEL ONE BEFORE SATURDAY
Two outbound legs booked for March 15:
• OBMUDK: AA 3146 departs SJC 2:08 PM → DFW 7:44 PM
• YIBDTE: AA 810 departs SFO 2:33 PM → DFW 8:10 PM
Both connect to the same AA 1484 DFW→BNA (9:04 PM). Different departure airports. Cancel one now.

Date	Event	Notes / Flags
Sun 3/15	Fly SJC/SFO → DFW → BNA Check in TownePlace Suites, Nashville	Trip purpose still unconfirmed. Liz expanded recruiting search to Nashville (#29a) — is this a candidate meeting trip? Confirm before departure.
Mon 3/16	QBR Baojia/BNEM Q4CY25 (10–11:30 PM CDT, Zoom)	Late night from hotel. Prep: CO2-reduced steel PPAP status (mid-March target, #28), open commercial issues, slew drive allocation updates.
Tue 3/17	Manager Perf Review Open Session #1 (8–9a CDT) Mech Staff Meeting (8:30–9:30p CDT) QBR Chenta (10–11:30p CDT)	Attend Mgr Open Session (you only need one). Mech Staff Meeting: new weekly cadence you're launching — publish agenda template before Mar 17. QBR Chenta ends 11:30 PM; flight is 7:40 AM Wed → very short night.
Wed 3/18	Fly BNA → SAT 7:40a (SW 2675) Houston Marriott North check-in	Arrives SAT 10:20a. No direct flight to Houston visible. Plan SAT→IAH leg or ~3hr drive. Houston Marriott (255 N Sam Houston Pkwy). Confirm transit now.
Thu 3/19	KMI QBR Q4CY25 (9–10:30a CDT, Zoom) Manager Perf Review Session #2 (11a–12p CDT)	KMI: raise 60K commit status, slew gear warranty timeline (#10). Perf Review: runs immediately after KMI — back-to-back. Houston Marriott checkout Fri 3/20.

Start Now — Longer Lead Items

Performance reviews — calibration sessions Mar 17 & 19. Draft assessments for Arif, Akshay, Sunking, Darshan before departure Mar 15.
China/SEA supplier trip (Apr 13 or 20) — finalize itinerary with Sunking; book travel. Avoid Apr 6 week (China holiday). Six suppliers across China + SEA. (#22)
Howmet QBR (tentatively 3/25, Waco) — confirm format (in-person per Prashant's suggestion); prepare 1/4" AL/steel pricing message for Graham. (#2)
Mech Staff Meeting agenda template — publish before Mar 17 as promised in your invite.

4 · Teams Activity

Teams data not available for this briefing (Chrome tab not found). Check manually — especially any messages from Yves (he prefers Teams over email). Also check for Arif/Akshay updates on GPL approvals and Boss-Air onboarding.

5 · Top 3 Priorities Today

#1	Stanley FY27 — Draft Akshay's Deliverables Today Amendment 6 expires 3/31 — 23 days. Deliverables to Akshay due Friday 3/14. Draft Nextracker's stance: ½" US pricing renegotiation conditions, IRA push-to-100% trigger, India/EU qual-only approval. Highest commercial deadline this month. If this slips, you have no leverage after 3/31.
#2	Boss Industries — Reply to Rory Today Overdue. Yves waiting. Review $15