Daily Briefing

Sunday, March 15, 2026 · Rich Guy · Supply Chain — Nextpower

Generated 6:45 AM PT

⚠ RESOLVE BEFORE LEAVING FOR AIRPORT
Two active flight bookings for today's Bay Area → Dallas leg:
• AA 3146 SJC→DFW, 2:08 PM (conf OBMUDK, arrives DFW 7:44 PM)
• AA 810 SFO→DFW, 2:33 PM (conf YIBDTE, arrives DFW 8:10 PM)
Both connect to AA 1484 DFW→BNA at 9:04 PM. Call AA or travel agent now — cancel the duplicate or confirm which itinerary is active.

1 · Today — Sunday, March 15 | Travel Day: Bay Area → Nashville

Time	Flight / Event	Detail
2:08 PM PT	AA 3146 SJC → DFW	OBMUDK · ⚠ DUPLICATE — verify & cancel
2:33 PM PT	AA 810 SFO → DFW	YIBDTE · ⚠ DUPLICATE — verify & cancel
9:04 PM CT	AA 1484 DFW → Nashville BNA	Arrives 10:59 PM CT · Both itineraries share this leg
~11 PM CT	National Car Rental pick-up · BNA	Conf 1395465520 · Drop-off Wed 3/18 at BNA before 7:40 AM flight
Tonight	TownePlace Suites Nashville Downtown	Check-in tonight · Check-out Wed 3/18 · Res 77008853 · 615-551-8880

Overdue / Due Today from Commitments:

OVERDUE (was 3/13): Performance self-assessments — HR deadline missed. Complete on flight today.
OVERDUE (was 3/14): Phil Wall hydraulic tool inventory list — Rich committed to Jhansi Lakshmi by Fri. Follow up with Phil tonight or tomorrow. (#30)
CHECK ON LANDING: Arif remote work agreement — Marie Washington (HR) update was due EOD Fri 3/14.
CHECK ON LANDING: Colin Crawford Bomtail supply letter — was due 3/12. Critical context for Howmet visit Thu 3/19. (#2)

⚠ Monday Conflict — Manager Lab (Leadership Elements): Session is in-person at Fremont Shoreline Room, 9:00–11:30 AM. You will be in Nashville. Cannot attend.
→ Attend the Mar 26 session instead (Fremont, 12:00–2:45 PM). Register now so HR has visibility.

2 · This Week (Mon 3/16 – Sat 3/21) | Nashville → San Antonio → Waco → Houston

Day	Meetings & Events	Prep / Watch
Mon 3/16 Nashville	8:00–9:00 AM — Catch-up · Belle room (Nashville office / Zoom) With Tony, Sergio — Agenda: Org Structure, Stanley/Chenta open issues, new biz (Foundations, EBOS, Robotics, PCU) 5:00–6:00 PM — NX Team Dinner · Moto, 1120 McGavock St · Reservation for 10	Come ready with Stanley M12 open issues (#1) and Chenta commercial status Confirm headcount for dinner (let organizer know of any additions) Manager Lab CANNOT ATTEND — register for Mar 26
Tue 3/17 Nashville → Hopkinsville	6:00–7:00 AM — Manager Open Session #1 · Perf Review + Calibration (Zoom) · Attend one of 3 sessions; this is your best option given Thu/Mon conflicts 8:00–9:00 AM — Pre-Bid Mtg: Vantage & Ranger · Teams · SC Lead role (#8) Topics: supplier list (NDAs/GBAs incl. Unigen), SOW, specs, BOM, milestones ⚠ 9:30 AM — Stanley Hopkinsville Visit · Rich, Prashant, Phil Wall, Tony, Sergio/Joe F. · Not a QBR — issues & opportunities focus Hopkinsville KY ≈ 2.5 hr drive — depart Nashville ~7:00 AM Conflicts with 9:30 AM NX RPP Overview (Zoom, Stacey McKinney) — reschedule that call 3:30–5:30 PM — Stanley/Nextpower Dinner · Luogo, 211 12th Ave S, Nashville 6:30–7:30 PM — Mech Staff Meeting · Teams · You are chair — publish agenda before this meeting	Stanley prep (#1/#2): · M12 NCR status & consumable compensation ask · BV17 under-bite root cause · FY27 Amendment 6 (expires 3/31 — push on ½" US pricing + IRA) · Anvil wear data (Phil Wall) Coach Arif on Joan Peh feedback before calibration (#Commitments) ⚠ Back-to-back: Pre-Bid (8–9), departure for Hopkinsville (~9 AM+) — join Pre-Bid from car if needed
Wed 3/18 Nashville → San Antonio	7:40 AM — SW 2675 BNA → San Antonio (SAT) · Arrives 10:20 AM CT Drop National rental at BNA before flight; pick up Enterprise at SAT airport after landing 11:00–11:45 AM — Supply Chain Finance Meeting · Zoom (Prashant, Rajesh Choudhary) ⚠ 11:15 AM — Duroshox US Visit · San Antonio · Rich + Prashant · Kevin McAllister coordinating Overlaps with SC Finance Mtg (11:00–11:45). Dial into Finance first 15 min, then transition to site. Alert Prashant.	Check out TownePlace by 6:30 AM Check in AC Hotel Waco Downtown tonight (254-910-8900) Duroshox prep: RPP audit open NCs (excessive OT, OT pay), Duroshox US vs India supply Heads-up already sent to Yves (#26)
Thu 3/19 Waco → Houston	8:30 AM — Howmet Visit (Waco, TX) · Rich + Prashant + Matt Deuire + OG · Leave by 12:30–1:00 PM Topics: GBA amendment (Word format needed), Kingston risk / 60 or 90 day coverage, Brunner acquisition, Bomtail supply crisis (−410K vs plan), 1/4" AL pricing gap, meet OG, shop floor tour 9:00–10:00 AM — Manager Open Session #2 · Zoom ⚠ CONFLICTS with Howmet visit — SKIP this session. Attend Session #3 (Mon 3/23, 5 PM) instead. Afternoon — ChenMega Houston Visit · With Prashant · Meet team, production line, quality remediation	Howmet prep (#2): · Colin Crawford Bomtail letter (1/2" ASN −410K) · 1/4" pricing message — where Waco loses vs competition · Kingston 60 vs 90 day decision (Arif waiting) · IRA credit amortization approach · Payment terms: Howmet Net 75 vs NXP Net 60 · QBR to be scheduled separately (not this visit)
Fri–Sat 3/20–21	Fri 3/20 — Houston Marriott checkout · ChenMega/Recodeal follow-up as needed Sat 3/21 — Enterprise Drop-off, Waco (9 AM, 7909 Karl May Dr)	Plan return routing after Waco drop-off on 3/21 Return flight home: Sun 3/29 DFW→SFO (AA 949, IEIVXS) — confirm logistics for that week

Near-term urgency from Commitments:

Stanley FY27 — Amendment 6 expires 3/31 (16 days). Arif sent deliverables 3/14. Schedule call with Arif + Prashant this week to push 1/4" pricing before Waco visit. (#2)
Performance review calibration — attend Manager Open Session #1 Tue 3/17 at 6 AM CT (Nashville). Prep: coach Arif on Joan Peh feedback (#Commitments).
Mech Staff Meeting Tue 3/17 6:30 PM — you chair. Draft and publish standard agenda this week.
Boss Industries — $15K quote review + GBA prep still OVERDUE. Legal connecting with Boss VP on non-compete. (#5)

3 · Lookahead — 2–4 Weeks

Date	Event / Milestone	Prep / Action
Mon 3/23	FY27 Bidding Summary: EMS Mech & Power Systems (Call #2) · 2:00–2:30 PM · Fremont (Fox room) Manager Open Session #3 · 5:00–6:00 PM · Zoom — attend this one (Sessions #1/#2 have conflicts)	Confirm FY27 bidding direction; Sergio/Raghu visiting Fracsun 3/23–24 — check-in on CM strategy (#8)
3/31 DEADLINE	Stanley Amendment 6 expiration — FY27 must be closed or extended	Set up Arif + Prashant + Rich call this week on 1/4" pricing. Conditions: renegotiate ½" US pricing, push 100% IRA if no cost improvement. (#2)
Thu 3/26	KMI Q4CY25 QBR · 7:00–8:30 AM · Zoom Manager Lab (In-Person Fremont) · 12:00–2:45 PM · Shoreline Room	KMI: CO2 PPAP status (#28), slew gear warranty history (#10), 60K commitment vs 45K actual. Must be back in Fremont by noon for Manager Lab.
Mon 3/30 Tue 3/31	QBR — Baojia/BNEM Q4CY25 · 8:00–9:30 PM (Mon) QBR — Chenta Q4CY25 · 8:00–9:30 PM (Tue) — proposed reschedule to Apr 1	Baojia: CO2 PPAP, slew drive allocation, open agreements Chenta: sustainability audit NCs (recruitment fee unresolved), Texas NX120 6.5KN DC slews (#10)
Sun 3/29	AA 949 DFW → SFO · 7:55 PM (conf IEIVXS)	Confirm return routing — Enterprise drop-off Waco 3/21; plan how you get to DFW by 3/29
Apr 11–23 ⚠ URGENT	China & SEA Supplier Trip — APPROVED by Prashant (3/11). Travel NOT yet booked.	Book flights + hotels immediately — 12-day itinerary: China (Suspa Nanjing, KMI, Baojia Suzhou, Yihua/CZT + HFT Wenzhou, Meishan Sichuan) → SEA (Baojia MY, Fator MY, Chenta Kaohsiung). Decide: Akshay joins for Fator? (#22)

4 · Teams Activity

Teams data not available for this briefing (Teams tab not found in Chrome). Check Teams manually on arrival in Nashville.

Yves Figuerola — prefers Teams over email. Flag: SOLV Energy going direct on consumables (revenue/control risk), Stanley M12 compensation update, cost reduction top 10 status. Check for any new messages.
Check for any overnight messages related to Howmet Bomtail letter (Colin Crawford), Stanley FY27, or Arif remote work (Marie Washington).

5 · Top 3 Priorities for Today

#1 — Resolve the flight double-booking RIGHT NOW
AA 3146 (SJC, 2:08 PM, OBMUDK) and AA 810 (SFO, 2:33 PM, YIBDTE) are both active. Both connect to AA 1484 DFW→Nashville at 9:04 PM. Call AA (800-433-7300) or travel agent now. A no-show on the wrong booking could trigger a fare forfeiture and knock you off the Nashville connection.

#2 — Complete performance self-assessments on today's flight (OVERDUE)
Due 3/13 — 2 days overdue. You have 3.5 hrs SJC/SFO→DFW. Also use this block to read Colin Crawford's Bomtail letter (−410K 1/2" supply vs plan) — critical prep for the Howmet visit Thursday. Review Arif's Stanley + Howmet visit discussion points if received.

#3 — On landing: triage Friday's expected deliverables + prep Monday catchup
Check email for: (a) Marie Washington — Arif remote work agreement (due EOD 3/14), (b) Phil Wall — hydraulic tool inventory list (committed to Jhansi by 3/14 — Naif in ME is waiting). Then sketch talking points for Monday 8 AM Nashville catchup with Tony + Sergio: org structure, Stanley open issues, Chenta, EU backfill discussion.

Daily Briefing · Rich Guy · Sunday, March 15, 2026 · Nextpower Supply Chain

``` --- **Summary of what's in this briefing:** **Today (Sun 3/15):** All-day travel day. The biggest flag is the **duplicate flight booking** — you have two active first-leg bookings (AA 3146 from SJC and AA 810 from SFO, both connecting to the same AA 1484 Nashville leg). Resolve before leaving. Two Commitments items are overdue: performance self-assessments (due 3/13) and Phil Wall's hydraulic tool inventory list (due 3/14 to Jhansi Lakshmi). **Three conflicts flagged for the week:** 1. **Tue 3/17** — Stanley Hopkinsville (~7 AM departure from Nashville) clashes with NX RPP Overview at 9:30 AM → reschedule RPP 2. **Wed 3/18** — Supply Chain Finance Meeting (11:00–11:45 AM) overlaps Duroshox site visit (11:15 AM) 3. **Thu 3/19** — Manager Open Session #2 (9 AM) conflicts with Howmet visit (8:30 AM) → attend Session #3 on Mon 3/23 instead **Loudest deadline:** Stanley Amendment 6 expires **3/31 — 16 days away**. Needs action this week.