CMSExecutive Briefing For Corrina · A short read, then a seven-question checklist

Jackie's Executive Briefing: how it will work

You wrote the whole plan in one line. Here it is drawn out, so you can tell me what matches and what you pictured differently.

Your line, drawn out
Jackie updates the Command Hub → the Executive Briefing displays it → I click into what I want to reviewYour email, 6:29 AM. Nothing about it changes.
Three steps: Jackie updates the Command Hub, the Executive Briefing displays it, I click into what I want to review. 1 Jackie updates the Command Hub Her one place. Add, update, close, link, assign, set dates, change status. 2 The Executive Briefing displays it It reads what she typed. Nothing typed twice, nothing hand-edited. 3 I click into what I want to review Dashboard, then the section, then the document behind it. Three steps: Jackie updates the Command Hub, the Executive Briefing displays it, I click into what I want to review. 1 Jackie updates the Command Hub Her one place. Add, update, close, link, assign, set dates, change status. 2 The Executive Briefing displays it It reads what she typed. Nothing typed twice, nothing hand-edited. 3 I click into what I want to review Dashboard, then the section, then the document behind it.
Open the prototype

Sample data, five minutes on your phone. Tap around, then come back to the checklist at the bottom of this page.

02

Your 60 seconds

Open the dashboard and four tiles tell you what kind of day it is. Each one is tappable and takes you straight to the items behind the number.

Needs Your Eyes

Anything that needs you or DeShawn: actions, decisions, and FYIs.

Coming At Us

Everything with a date in the next 30 days: next 7 days, 8 to 14, 15 to 30.

Who Has the Ball

What is waiting on someone else, who has it, how long they have had it, and when Jackie chases again.

Today's Pulse

What moved today: Bright items, CAMP items, projects, what closed, anything overdue, and what is due this week.

The numbers are sample numbers. Real ones come from what Jackie types, and her sign-off each evening publishes the day.

03

Your eight tabs

The menu you named, in the order you named it. Each tab carries a green, yellow, or red dot in the menu, so you know before you tap whether you need to open it at all.

Green · skip it todayYellow · worth a lookRed · open it, something needs you

Dashboard

Your briefing, not the whole thing: the four tiles, the items behind them, what came off the board today, and Jackie's Top 5 for tomorrow.

Bright

Jackie's full licensing tracker: every state, the three NMLS tracks side by side, what moved today, what is outstanding, who owns the next step, and the regulator calls.

CAMP 2027

Its own command center: speakers, venue, dinner, rooms, shirts, gifts, signage, registration, budget, and what moved today.

Travel

The next two weeks of trips, each with a readiness card: travelers, flights, hotel, ground, agenda, reservations, what is still needed, and the agenda link.

Projects

One simple card per project Jackie owns: goal, status, what moved, what we are waiting on, next step, owner, target date, and whether leadership is needed.

Money / Deadlines

Jackie's watch list, not accounting: speaker payments, deposits, hotel deadlines, licensing fees and bonds, contracts, renewals, and cancellation dates.

Waiting

Who has the ball: what is waiting, who has it, how long they have had it, the last follow-up, the next one, and a callout for anything that has sat more than five business days.

Tomorrow

Jackie's Top 5 for tomorrow and her note to you, both set when she signs off for the day, so this tab stays yellow until she has signed off and turns green once she has.

04

Dashboard → Section → Document

You never read every section. The dashboard tells you where to go, and each step is one tap. Here is the Michigan example from your mockup:

🔴 Michigan, signature needed → Open Bright → the Michigan row → Open NMLS

Three screens: the dashboard shows Michigan, signature needed, with an Open Bright button. The Bright section shows the Michigan row with an Open NMLS button. The document opens in a new tab. DASHBOARD Michigan, signature needed Needs DeShawn's signature. Jackie has done everything else. Open Bright → tap BRIGHT STATE BY STATE Michigan RED · NEEDS YOU Next: DeShawn signs, then Jackie uploads. Owner: DeShawn Open NMLS → tap DOCUMENT NMLS · new tab The actual document NMLS opens in a new tab. You sign. Jackie uploads right after. Three screens: the dashboard shows Michigan, signature needed, with an Open Bright button. The Bright section shows the Michigan row with an Open NMLS button. The document opens in a new tab. DASHBOARD Michigan, signature needed Needs DeShawn's signature. Jackie has done everything else. Open Bright → tap BRIGHT STATE BY STATE Michigan RED · NEEDS YOU Next: DeShawn signs, then Jackie uploads. Owner: DeShawn Open NMLS → tap DOCUMENT NMLS · new tab The actual document NMLS opens in a new tab. You sign. Jackie uploads right after.

Same idea for every alert. 🟠 CAMP, entertainment decision → Open CAMP → the decision card, with the options, what each one costs, and Jackie's recommendation. Jackie adds or changes the document links herself, so the link on the card is the one Jackie keeps current.

05

Same as your Journey Plan, and what is new

You asked me to think about this the way I built the Journey Plan. Here is where it matches, and where it goes further.

What stays the same as your Journey Plan

Same
  • The look and feel: clean, visual, the same colors and type.
  • Everything is clickable. Sections, cards, and buttons all take you somewhere.
  • Phone-friendly first, because that is where you will read it.
  • One link at the moment you need it, never a pile of links to hunt through.

What is new

New
  • Jackie owns one place, and she never edits the website. She types it once; the Executive Briefing shows it.
  • She can add a project or a link herself, without me rebuilding anything.
  • Sign off ends her day and publishes yours. During the day the page tells you whether she has signed off yet.
  • A spoken briefing you can listen to on the road, read from the same information.
  • A spreadsheet download of the same day, for anyone who wants it in rows.
  • Built so Dora, Keisha, and DeShawn can each get their own later, with your rollup on top.
06

Jackie's day, your day

Three steps each. Jackie types in one place and you read in one place. Jackie gets one short walkthrough on her own phone, and that is it.

Jackie's day

She types
  1. When something moves, she taps the row.One line on what happened, the next action, a status change, or a new link. Thirty seconds, from her phone or laptop.
  2. At the end of the day, she writes her note to you.Then she picks tomorrow's Top 5 and checks that nothing needing you is missing a due date.
  3. She taps Sign off.That ends her day and publishes yours. The spoken briefing, the spreadsheet, and the day's record all come from that one sign-off.

Your day

You read
  1. Open.One link on your phone, behind your Google login. The dashboard is your 60 seconds.
  2. Listen.On the road, press play and hear the same briefing read aloud: what needs you, what is coming, who has the ball.
  3. Tap in.Go only where the dashboard sends you. Open the section, then the document, then get on with your day.
07

When

Two milestones, in plain words. I will send you the real link at each one.

First

Jackie live

About two weeks after I start. Jackie works from her one place, and you read the Executive Briefing behind your Google login. Real information from her first sign-off.

Then

The spoken briefing and the spreadsheet download

About a week after that. Both come from the same sign-off, so Jackie does nothing extra to make them happen.

08

Does this match what you pictured?

Seven quick answers and one text box. Everything saves on this phone as you go, so you can leave and come back. When you are done, tap Copy my answers and paste it into your reply. If you have not yet, click through the prototype first.

0 of 7 answered

  1. The four tiles

    Needs Your Eyes, Coming At Us, Who Has the Ball, Today's Pulse. Your 60 seconds.

  2. The eight tabs

    Dashboard, Bright, CAMP 2027, Travel, Projects, Money/Deadlines, Waiting, Tomorrow.

  3. The click-in path

    Dashboard → Section → Document. The dashboard tells you where to go; you tap in.

  4. The decision card with Jackie's recommendation

    The options, what each one costs, Jackie recommends, and your decision needed by a date.

  5. The travel readiness cards

    Each trip is Ready, In progress, or Needs attention, with what is still needed and a link to the agenda.

  6. Sign-off at 6:30 PM

    Jackie signs off by 6:30 PM each weekday. That publishes your briefing for the evening.

  7. An evening email with the link

    Yes means send me an email each evening when the briefing is published. No means I will just open the site.

Anything you had in your head that you did not see above or in the prototype.

Paste it into a reply with three things: what matches, what is off, and what you pictured that is missing. That is all I need to start.