Portfolio Overview
Week of January 13–19, 2026
Portfolio Overview
Thanks for your feedback! We got a lot of helpful input over the past few days and we're actively making improvements. The site might be a little clunky as we work on it — bear with us!
Recent & upcoming improvements
- Fixed: Task checkboxes in popup now work reliably
- New: Kickoff meeting status on dashboard
- New: Ready for Action section for upcoming events
- Easier navigation between sections
- More intuitive buttons and controls
Event Name
Read-only calendar view. See what's happening when — colored by tier, with past events muted. Click event for details.
Events This Month
0 eventsDecember 2025
Events by Department
Events by Tier
Events by Lead Staff
Upcoming Events
Next 10Progress Monitor
Tasks & Team Status Overview
Overdue Tasks
0Due This Week
0Events
| Event Name | Date | Lead | Tier | Progress | Status |
|---|
Settings & Tools
12-week capacity overview. Weekly status at a glance — click any week to see event-level drivers.
12-Week Horizon
Tier Guide
Reference Only Updated Jan 2026Static reference for the tiered task system. Tier definitions, timelines, and role assignments. No live data — go to My Work for tasks.
⚠️ IMPORTANT UPDATES - January 2026
- ✅ Tier 2 timeline: 12 weeks → 8-10 weeks
- ✅ Tier 3 timeline: 2 weeks → 6-8 weeks
- ✅ Kickoff meetings now MANDATORY for all marketed events (Tiers 1-3)
- ✅ New infrastructure: Dashboard + Teams channels
- ✅ Clarified roles: Who writes vs who approves
Which Tier is My Event?
- • 100+ people
- • CEO/Board involvement
- • Major donors
- • High visibility
- • Revenue potential $50K+
- • 50-100 people
- • Series/recurring
- • Affinity cultivation
- • Donor engagement
- • <50 people
- • Localized/targeted
- • 1-2 channels
- • Simple logistics
- • Fixed attendees
- • Internal meetings
- • Recurring programs
- • No recruitment
Tier Comparison
| Aspect | Tier 1 - Marquee | Tier 2 - Strategic | Tier 3 - Community | Tier 4 - Committees |
|---|---|---|---|---|
| Timeline | 14-16 weeks | 8-10 weeks | 6-8 weeks | None |
| Kickoff Meeting | Required | Required | Required if marketing | Not needed |
| Who Writes Content | Guy | Staff (Guy approves) | Staff (templates) | N/A |
| Marketing Role | Full control | Collaboration | Consultation | Minimal/per request |
| Number of Emails | 3+ | 2 | 1-2 | 0 |
| Design | Custom (Noah) | Custom or template | Template library | N/A |
| Teams Channel | Required | Required | Optional | Not needed |
| Dashboard | Full visibility | Full visibility | Tracked | Not tracked |
| Audience | Open invitation | Open invitation | Open/targeted | Predetermined |
Classification Criteria
- ✓ 100+ expected participants
- ✓ CEO and/or Board involvement required
- ✓ Major donors in attendance
- ✓ High community visibility
- ✓ Significant revenue potential ($50K+)
- ✓ Anchors strategic affinity group
14-16 Week Timeline
- Week 16: Staff schedules kickoff meeting with Guy
- Week 14: Kickoff → Staff presents event → Strategy alignment
- Week 14-12: Guy writes event brief, develops media plan
- Week 12-8: Design phase (custom brand, invitations, materials)
- Week 8-4: Email campaigns (3+ waves), social campaign, AJP article
- Week 4-1: Registration monitoring, final promotions
- Week 0: Event Day - Full coordination and coverage
- Post: Thank-yous, metrics analysis, debrief
Classification Criteria
- ✓ 50-100 expected participants (or strategic smaller group)
- ✓ Series/recurring programs
- ✓ Affinity group cultivation
- ✓ Donor engagement focus
- ✓ Requires attracting new + engaging existing
8-10 Week Timeline (changed from 12!)
- Week 8-10: Staff schedules kickoff with Guy
- Week 8: Kickoff → Staff presents, Guy provides strategy
- Week 8-6: Staff writes event brief → Guy approves
- Week 6-4: Staff drafts emails using templates → Guy approves
- Week 4-2: Design coordination, social posts drafted by staff
- Week 2-1: Registration monitoring, final approvals
- Week 0: Event Day - Staff leads, Guy available
- Week +1: Staff compiles metrics, Guy reviews
Classification Criteria
- ✓ Less than 50 participants (typically)
- ✓ Localized/targeted audience
- ✓ Single or limited promotional channels
- ✓ Simpler logistics
- ✓ Community engagement focus
6-8 Week Timeline (changed from 2!)
- Week 6-8: Brief kickoff call with Guy (if marketing support needed)
- Week 6-4: Staff creates plan, uses templates for email/social
- Week 4-2: Staff gets quick approval from Guy, executes
- Week 2-1: Staff monitors registration, handles logistics
- Week 0: Staff runs everything
- Post: Brief recap to Guy (optional)
What Guy Provides:
- • Email templates
- • Social media templates
- • Quick approval turnaround
- • Branding assets
Classification Criteria
- ✓ Predetermined, fixed attendees
- ✓ Internal committee meetings
- ✓ No public recruitment needed
- ✓ Monthly or recurring meetings
- ✓ No marketing involvement
No Marketing Timeline
These events require no marketing support. Lead Staff communicates directly with existing committee members.
Examples:
- • WIC Committee Meetings
- • YMG/YWC Monthly Meetings
- • WP Campaign Team
- • LOJ Programming Committee
- • YLD Agency Visits
"One Story, Distinct Voices" Alignment
JPSA Marketing Hub
- Tier 1: Full Hub coordination - ensures consistent, high-quality messaging
- Tier 2: Hub provides toolkit - empowers Spokes with resources
- Tier 3: Hub provides templates - enables autonomous execution
Program Spokes (Lead Staff)
- Tier 1: Execute marketing strategy with program expertise
- Tier 2: Adapt Hub toolkit to their unique audience voice
- Tier 3: Use Hub templates with full creative freedom
Example Events by Tier
Tier 1 - Marquee
- • Campaign Kickoff
- • Southwest Institute
- • Lion of Judah Lunch
- • Jews at the Zoo
- • Men's Night Out
- • Lead Gifts Dinner
- • Hava Tequila
- • Yom Haatzmaut
- • Yom Hazikaron
- • Major Community Events (300+)
Tier 2 - Strategic
- • Ben Gurion Society Dinners
- • Endowment Academy
- • Professional Advisor Events
- • Young Adult Mission
- • AgeWell Day
- • YLD Chanukah Party
- • For the Sake of Argument
- • LOJ Mission
- • Men's Poker Tournament
- • Mitzvah Magic Celebration
Tier 3 - Community
- • Winter Residents Happy Hour
- • Schmooze Events
- • Film Festival Screenings
- • Candle Lighting Ceremonies
- • Fundholder Lunch & Learn
- • Campaign Training Sessions
- • Kosher Chopped
- • Tu B'av Happy Hour
- • Some WIC events
Tier 4 - Series/Committees
- • Board Meetings
- • WIC Committee Meetings
- • WIC Subcommittees
- • YMG Monthly Meetings
- • YWC Monthly Meetings
- • YLD Agency Visits
- • WP Campaign Team
- • LOJ Programming Committee
- • All standing committees
Admin Mode
Administrative tools for system management. Changes sync to SharePoint.
Sign in required
You need to sign in to SharePoint to make changes. Click "Sign In to SharePoint" in the header.
Add New Event
Import Events from JSON
Upload JSON file from kickoff meetings or Claude skill output
Preview: 0 events to import
All Events (0)
| Event Name | Staff | Dept | Tier | Date | Actions |
|---|
Team Members
View team members from current events. Names are derived from event staff assignments.
| Name | Department | Active Events | Role |
|---|
Note: To add new team members, create an event with that person as the staff lead. Team members are automatically synced from SharePoint event data.
Department Leads
Designate department leads for reporting and notifications.
System Setup & Imports
Configure SharePoint columns and import data. Each action shows a preview before execution.
Create Event Columns
Creates required columns in SharePoint Events list.
Import Events from CSV
Import events from the EVENTS_TO_IMPORT array.
Import Tasks Coming Soon
Pre-populate tasks in SharePoint Tasks list.
Update Events from CSV Coming Soon
Update existing events with CSV data (tier corrections, etc.).
Populate Staff Directory
First create a list called "Staff Directory" in SharePoint, then click to add 23 staff members.
Create Activity Log
Creates a SharePoint list to store all user activity logs centrally.
Preview
Danger Zone
Destructive actions that require double confirmation.
Clear All Task Completions
Remove all task completion records from localStorage and SharePoint.
Bulk Delete Events
Delete multiple events from SharePoint. Cannot be undone.
Diagnostics & Logs
What is this section?
This section helps troubleshoot issues with the Events Hub. Use it to verify data integrity, review admin actions, and debug technical problems. The console output shows real-time system activity that can help identify issues.
Migrate Custom Tasks
Convert hardcoded event milestones (Campaign Kickoff, Legacy Brunch, Cindy Wool) to the new custom task format stored in SharePoint.
Data Audit
Compares events in SharePoint against the original CSV import file. Helps identify missing or mismatched data.
Admin Actions Log
Shows all admin actions performed this session (create, update, delete events). Resets when you refresh the page.
⚠️ Fix Invalid Staff Data
Scans for events with department names (Marketing, Advancement, etc.) in the Staff field and fixes them.
User Activity Log
Tracks user logins, logouts, task completions, and admin actions. Stores up to 500 entries in browser localStorage.
Console Output
Technical log showing system activity: SharePoint API calls, data loading, errors, and sync status. Useful for debugging when something isn't working.
RACI Manager
Edit per-event custom RACI or global tier templates. Import from kickoff-management-suite skill.
Select Target
Import from Skill
Paste output from kickoff-management-suite skill (JSON or JS delta code)
Preview Changes:
Tasks (0)
Load an event or tier template to see tasks
Bulk Upload
ShowPaste tab-separated data from Excel. Columns: Task Name, Channel, Due Date, Owner
Preview (0 tasks):
| Task Name | Channel | Due Date | Owner |
|---|
Archive
Past events that have already occurred
| Event Name | Date | Staff | Tier | Department |
|---|
Click any row to view full task timeline with completion tracking
| Lead Staff | Department | Tier | Event Name | Event Date | Progress | Actions |
|---|