|
Rich Guy — Daily Briefing
Sunday, April 5, 2026 · No meetings today · China departure in 6 days · Section 232 tariffs live tomorrow
|
No meetings. Use today for pre-week prep — Monday is the most critical day of the week.
| 12:00–1:30pm |
Stanley Q4CY25 QBR HIGH PRIORITY Zoom | Attendees: Akshay, Arif, Ken Iglesias, Mark Baker (Stanley), Adriana Nuno Bring: AvboltEco legal status (Bohrer meeting same day), NCR#11228 (Kiewit Hanson Solar), Amendment 8 draft, BV17 root cause update, consumables compensation Decision needed: Kingston labor — 60 or 90 day coverage (overdue 24 days, Arif waiting) |
| 1:00–2:00pm |
EMS Sustainability Brainstorm CONFLICT 1–1:30pm Zoom | Come prepared with sustainability ideas for EMS commodities. Join at 1:30pm after QBR. |
| Also Mon: Bohrer meets Stanley Legal on AvboltEco qualification postponement — debrief Bohrer after. | |
| 8:00–8:45am | S&OP: Tracker (KSA JV) · Zoom — Monthly alignment: FY27 sales targets, pipeline (70–90%), key risks |
| 10:00–11:00am |
Calibration Process Overview — Option 1 · Zoom (attend this one, not 10pm Option 2) Calibration dashboard opens today. Manager review period: Apr 7–13. |
| 11:30am–1:30pm |
Howmet Q4CY25 QBR HIGH PRIORITY CONFLICT 12–12:45pm Zoom | Attendees: Akshay, Arif, Matt Deuire, Savannah Chambers (Howmet) Key topics: BOMtail recovery plan (OVERDUE since 3/23 — chase Savannah before this meeting), 1/4” AL/steel pricing gap (Suzhou 18–26% cheaper), FY27 GBA Word format + FEOC signature, Kingston labor, Suzhou amendment, IRA credits |
| 4:00–4:30pm | Weekly Vision Program · Zoom/Fillmore · Joan Peh — CM outsourcing, Vantage 2IR integration progress |
| 5:00–5:30pm |
Hydraulic Tool Liquidation Check-In · In-person Fremont Huddle #1 Jeremy Roberts (P&L data was due 3/24), Phil Wall — Decision: India internal use vs. external liquidation |
| 11:00am–12pm | Glean Enablement Session · Zoom — Best practices + adoption. Low priority; optional. |
| 12:00–12:30pm | EU Manufacturing EMS · Zoom | Akshay, Raghunandan Goel, Sergio — EU EMS sourcing (support role). Back-to-back after Glean; no break. |
| 1:00–1:30pm |
Rich / Akshay 1:1 DIRECT REPORT Agenda: Yihua GBA status (post-Fri exec review), Tool/Fastener presentation (#21), NEOBOLT grips qual, Fator Amendment 2, PMEA LOI, Boss Air requirements spec |
| 4:30–5:00pm | NX Vantage 2 Weekly · Teams (biweekly — confirm if active week) — CM selection, BoM release, reliability requirements |
| Apr 11 (Sat) | DEPART: AA127 DFW → PVG 10:40am · Confirm with Prashant this week — CEO travel directive in effect. All supplier prep docs due by Fri Apr 10. |
| Apr 12–15 | China visits: Suspa/Nanjing, KMI, Baojia/Suzhou, Yihua/CZT Wenzhou, Meishan/Sichuan, HFT (Prashant add). Connect with Winter (FASTFIX rivets, #9). · Apr 14: Global Trade Compliance Monthly Update 11am — dial in or delegate. |
| Apr 16–22 | Wenzhou → Chengdu (Apr 16) → Singapore (Apr 17–18) → Ipoh → Singapore → Kaohsiung (Apr 21). SEA visits: Baojia/Malaysia, Fator/Malaysia (decide: Akshay joining?), Chenta/Kaohsiung (Apr 22). |
| Apr 23 | KHH → HKG → DFW (Cathay Pacific A7DUP4). Arrive Dallas. |
| Apr 27–29 | MBR 3-Day Series (Power & Mechanical, Logistics) — 10am–12pm each day. Slide template in Box. Start drafting before China trip. |
| May 4 | Compensation planning opens — decisions on team raises needed; plan before travel. |
Teams data not available for this briefing (Teams tab not found in Chrome). Check manually — Yves Figuerola prefers Teams and may have follow-ups on the Section 232 tariff restructuring or China trip authorization since Apr 2.
| #1 |
Prep Stanley QBR + Bohrer support (both Monday) Two-front Monday: QBR at 12pm and Bohrer meeting Stanley Legal simultaneously. Confirm Bohrer has the NX AvboltEco investment summary (3+ years). Align with Arif on NCR#11228, Amendment 8, and consumables compensation. Make the Kingston labor call today — Arif has been waiting 24 days. |
| #2 |
Draft tariff impact analysis for Yves — Section 232 live tomorrow HTS 8479.90.95 drops to 15% effective Apr 6. Yves wants supplier allocation impact. Even a rough 1-pager now is better than nothing Monday morning. Fasteners (Howmet, Stanley, Meishan) + slew drives/dampers/mounts. Will also come up in both QBRs this week. |
| #3 |
Confirm China trip with Prashant + begin supplier prep CEO directive was Apr 2. Flight is Apr 11. Get Prashant’s explicit go-ahead today. If confirmed, start per-supplier discussion guides this week — especially Yihua (GBA close-out), KMI (warranty), Meishan (ADD). These cannot be done from a plane. |