Daily Briefing

Thursday, March 26, 2026 · Rich Guy, Sr. Director Supply Chain · Nextracker / Nextpower

1 · TODAY — Thursday, March 26

⚠ TRIPLE CONFLICT 10:00–11:30 AM — YH Visit / CZM Contract Review / Tool & Fastener Core Group all overlap. Recommend: Attend YH Visit (Yihua exec review is Mon 3/30) · Arif covers CZM (he set it up) · Delegate Core Group to Arif/Akshay. Message Arif now before 8 AM.

Time	Meeting	Prep / Context
8:00–8:30 AM	Q&A: Supplier Awards 2025 Zoom + The Warfield	Internal sourcing Q&A on qualification criteria and scoring methodology. Low-prep — attend, note any team questions, no project tie required.
8:30–9:30 AM	Europe Tool Rental Cadence Zoom + The Fillmore (bi-weekly)	Review blockers and follow-up actions. Program wrapping up; only later-dated open items remain. Keep to 30–45 min. No pending escalations noted.
10:00–11:00 AM ⚠	YH Visit Fremont (rescheduled) Location TBD — South Bldg (consumable testing)	Sam (Yihua) sharing fastener project progress. Project #20 — Yihua GBA amendment exec review is Monday 3/30 12pm. Key asks: amendment timeline, Thailand investment readiness, M12/1/4" cost targets. Highest strategic value of the 10 AM conflicts — prioritize.
10:30–11:00 AM ⚠	CZM Contract Review Prashant's Office (Arif-led)	CONFLICTS with YH Visit. CZM LOI near completion — schedule/scope changes since Fall '25. Arif set this up. Delegate to Arif. Ask him to brief you on outcome and any decision needed re: prototype scope or EUR/USD FX clause (Jean Furter). Project #5.
10:30–11:30 AM ⚠	Tool & Fastener Core Group Zoom	CONFLICTS with both above. Pipeline review, program rollout, open items. Delegate to Arif & Akshay — ask for written recap and any escalations. Project #1 (Stanley M12) and #16 (India Fasteners) tie-ins.
11:00–11:30 AM	Meishan ADD Assistance Teams + The Fillmore	Overlaps with Tool & Fastener Core Group. Attendees: Arif, Akshay, Deven Shah (Finance). Goal: Deven confirms finance direction on 450K EUR (50% BTI fees); Arif/Akshay validate ADD data. Project #6. Attend or hand off to Arif — Arif briefed Deven previously.
11:30 AM–12:00 PM	M12 Nuts & Bolts Update Zoom + The Warfield	With Akshay and Arif. M12 supplier development pipeline — India & China. Project #16: ask Akshay — PMEA LOI response from Tabrej? Kova NDA executed? Tie to China trip supplier visits (Apr). Ask about M12 UK ramp status (#18).
12:00–2:45 PM	Manager Lab: Leadership & Performance 📍 IN PERSON ONLY — The Shoreline, South Bldg. Lunch provided.	Performance review calibration prep — 9-box framework, rating differentiation, advocacy tactics. Relevant to Arif evaluation and Joan Peh feedback context. Block 3:00–5:30 PM immediately after to draft Manager Evaluations in Workday — due tomorrow.
9:00–10:00 PM	EMPL Monthly Update (Asia) Zoom (Prashant hosting)	Company updates, team updates, Q&A. Submit any special topics to Prashant in advance. Late evening — plan ahead if traveling prep is needed.

📌 KMI QBR — Projects tracker listed Thu 3/26 9am, but calendar confirms rescheduled to Thu April 2, 7:00–8:30 AM (KMI availability). Prep with Sunking on warranty history (5→10yr extension date), slew drive GPL Anaplan approval still pending Prashant.

⚡ Due Today:

Block 3–5:30 PM — Write Manager Evaluations (Arif, Sunking, Darshan). Read Joan Peh feedback on Arif first. Due tomorrow 3/27. If missed, Andy Chasko assigns ratings without your input.
Message Arif before 8 AM — delegate CZM + Tool & Fastener Core Group coverage
Chase Howmet BOMtail recovery plan — Savannah committed 3/23, likely overdue

2 · THIS WEEK — Remaining Days

Day	Meetings	Notes
Fri 3/27	TD RE/Spare Parts Review (9–9:45 AM) ⚠ Supplier Payment Terms (9–9:30 AM) Stanley + NX Weekly (11 AM–12 PM)	9 AM conflict: TD Spare Parts (Zoom) vs. Supplier Payment Terms (Teams w/ Prashant, Nicolas, Ilkim). Resolve before Friday. Stanley Weekly: come with FY27 position — Amendment 6 expires 3/31 (4 days). Escalate M12 NCR#11228 — Joan Peh flagged Stanley unresponsive, site down. 🔴 MANAGER EVALUATIONS DUE IN WORKDAY TODAY (3/27)
Sun 3/29	✈ SW1142: SJC → MDW Departs 11:55 AM, arrives ~5:55 PM CT Hertz pick-up Chicago Midway	Chicago → Detroit supplier visit stretch (Sun–Wed 4/1). ⚠ Calendar also shows AA949 DFW→SFO 7:55 PM same day. Flight duplication — verify/cancel. Cannot make MDW landing at 5:55 PM CT and DFW departure at 7:55 PM CT.
Mon 3/30	Exec Review: Yihua & Fator (12–12:55 PM Zoom) QBR Baojia/BNEM (8–9:30 PM Zoom)	Exec Review (moved from 3/26): Review Akshay's exec summary, LCA, GBA amendment draft. Yihua needs signed amendment to unlock Thailand. Fator Amendment 2 — confirm Akshay fixed the body error. QBR Baojia: scorecard, demand-supply, CO2 PPAP status, open commercial items.
Tue 3/31	QBR Chenta (8–9:30 PM Zoom)	QBR Chenta: Scorecard review, demand-supply, sustainability audit (recruitment fee priority NCs unresolved, audit moved late May). Stanley Amendment 6 EXPIRES TODAY — must have resolution before this date.

3 · LOOKAHEAD — 2–4 Weeks

Date	Item & Action Needed
Wed Apr 1	Drop Hertz at Detroit Metro. ✈ AA1569 DTW→DFW, departs 7:40 AM. Pre-Bid Webinar: CM RFP Vantage & Ranger (9–10 AM Zoom). ⚠ Flight arrives DFW 9:58 AM — plan to dial in from gate or use in-flight WiFi (AA has WiFi on most routes). Confirm coverage plan with Sergio/Darshan.
Thu Apr 2	KMI Q4CY25 QBR (7:00–8:30 AM Zoom) + SC Mechanical Program Bi-Weekly (8:30–9:30 AM). Prep with Sunking: warranty history (5→10yr extension), remediation for pre-commission inventory (2017 materials), Yihua India slew drive option (5% above China import — needs Rich/Prashant decision), GPL slew drive Anaplan approval still pending.
Tue Apr 7	Calibration dashboard opens — unrated employees remain unplotted. Attend Calibration Process Overview (Option 1: 8 AM or Option 2: 8 PM). S&OP KSA JV (6–6:45 AM). Hydraulic Tool Liquidation Check-in (3–3:30 PM, Fremont).
Apr 11–23 ✈	China / SEA Supplier Trip (APPROVED — Prashant 3/11) Apr 11: DFW→Shanghai PVG (AA127, Premium Economy, 10:40 AM DFW). Sunking accompanies full trip; Kyle Wu China only. China: Suspa (Nanjing) · KMI (China, 60K→45K) · Baojia (Suzhou, CO2 PPAP) · Yihua/CZT + HFT gearbox factory (Wenzhou) · Meishan (Sichuan, ADD + US import) SEA: Baojia Malaysia · Fator Malaysia (Amendment 2) · Chenta Kaohsiung Apr 22 (fly SIN→KHH Apr 21) · HKG→DFW Apr 23 (CX876, Premium Economy) Air China: WNZ→TFU Apr 16 (8335) · TFU→SIN Apr 18 (403). Scoot IPH→SIN Apr 21 (485). CX KHH→HKG Apr 23 (431).
Apr 14	Global Trade Compliance Monthly Update (9–10 AM Zoom). You'll be in China. Flag to Richard Hogg — can you dial in, or send a delegate? Tax Day.

🗓 Start now — China trip prep:

Book remaining travel segments (Nanjing, Suzhou, Wenzhou, Sichuan — internal China legs)
Decide: Akshay joins Fator Malaysia? Prashant asked. Fator Amendment 2 on the line — good reason to say yes.
Decide: Batam, Indonesia add-on? DJ asked. Check logistics from Malaysia.
Prepare supplier discussion topics: Meishan ADD (450K EUR), Yihua GBA amendment volumes, FASTFIX/Kinematics rivet requalification (Winter contact), KMI warranty remediation
Plan Shanghai team meetup while in country
Boss Industries — respond to Rory, review $15K quote (OVERDUE) before trip adds more backlog

4 · TEAMS ACTIVITY

Teams data not available for this briefing (Teams tab not accessible in Chrome).
Reminder: Yves Figuerola prefers Teams over email — manually check his channel before the morning block. Open items that may have come through Teams: SOLV Fastenal direct-sourcing risk (loss of revenue/control per Yves), M12 consumables compensation status.

5 · TOP 3 PRIORITIES TODAY

#1	Manager Evaluations — due tomorrow 3/27 Block 3:00–5:30 PM after Manager Lab. Read Joan Peh's feedback on Arif first — there is an open coaching issue and this evaluation needs to be thoughtful. Miss the deadline and Andy Chasko assigns ratings without your input. Three directs: Arif, Sunking, Darshan.
#2	Resolve 10–11:30 AM conflict before 8 AM Three meetings overlap. Decision: attend YH Visit (Yihua) — exec review is Monday, this is your last touch. Delegate CZM to Arif (he owns it) and Tool & Fastener Core Group to Arif/Akshay (ask for written recap). Message Arif now with clear instructions. Failure to delegate means two meetings run leaderless.
#3	Stanley FY27 — Amendment 6 expires in 5 days (3/31) You travel Sunday. Friday's Stanley weekly is your last real touchpoint before expiry. Come to that call with a clear position aligned with Prashant: renegotiate ½" US pricing, push 100% IRA if no cost improvement, India/EU qual volumes only. What's the consequence of expiry — does supply stop? Get Legal's read today if unclear.

Generated Thu March 26, 2026 · work.richguyagency.com

``` Here's your briefing for **Thursday, March 26**. Key call-outs: - 🔴 **Triple conflict at 10–11:30 AM** — recommend attending YH Visit (Yihua exec review is Monday), delegating CZM to Arif, and delegating Tool & Fastener Core Group to Arif/Akshay. Message Arif before 8 AM. - 🔴 **Manager Evaluations due tomorrow** — block 3–5:30 PM after Manager Lab. Read Joan Peh's Arif feedback first. - 🔴 **Stanley Amendment 6 expires Sunday 3/31** — Friday's Stanley weekly is your last structured touchpoint. Come with a clear position. - ⚠️ **Possible flight duplication Sunday 3/29** — calendar shows both SW1142 SJC→MDW and AA949 DFW→SFO on the same day. Worth a 30-second verify/cancel. - ⚠️ **April 1 Pre-Bid Webinar** (9 AM) conflicts with AA1569 landing at DFW 9:58 AM — plan to dial in from the gate or inflight. - KMI QBR is **not today** — rescheduled to April 2.