What's the one thing I must do today?

JPSA at a Glance

75+ years serving Southern Arizona Jewish community

$4.5M

Annual Campaign

$150M+

Foundation Assets

5

Beneficiary Agencies

~15

Board Trustees

0

Pending Decisions

0

Waiting on Me

0

Early Warnings

0

Need Attention

Anything on fire?

Urgent issues that need immediate attention

Who should I unblock today?

People waiting on me that I can help

Stakeholder Pulse

Quick health check - anyone need attention?

Board

Leadership Team

Major Donors

Community

End of Day Reflection

Complete before leaving

Did the one thing happen?

Anything keeping me up tonight?

What's carrying over to tomorrow?

Pending Decisions

Needs decision this week

Decision	Context	Who's Waiting	Deadline	My Lean

No decisions pending this week

Add decisions using the button above

Decisions I'm avoiding

Be honest - what am I not deciding because it's hard?

Decision	Why I'm Avoiding It	Cost of Not Deciding

Waiting on Me

Staff waiting

Who	What they need	How long waiting	Impact of delay	Unblock by

Board waiting

Who	What they need	How long waiting	Impact of delay	Unblock by

Early Warning Radar

Trust your gut. Add signals even if you're not sure yet.

Staff/Team Signals

Signal	What I'm noticing	Severity (1-5)	Action to take	By when

Board Signals

Signal	What I'm noticing	Severity (1-5)	Action to take	By when

Donor Signals

Signal	What I'm noticing	Severity (1-5)	Action to take	By when

Waiting on Others

Who	What I need	Asked on	Follow up date	Status

Promises I Made

To whom	What I promised	When	Deadline	Status

Leadership Team Health

Emily Richman

Chief Development Officer

What she needs from me:

Concerns I have:

Last meaningful 1:1:

Guy Edasis

Chief Marketing & Communications Officer

What he needs from me:

Concerns I have:

Last meaningful 1:1:

Carina Bien-Willner

Director of Public Affairs

What she needs from me:

Concerns I have:

Last meaningful 1:1:

Kimberly Driskell

Chief Financial Officer

What she needs from me:

Concerns I have:

Last meaningful 1:1:

Nate Weisband

Young Leadership Manager

What he needs from me:

Concerns I have:

Last meaningful 1:1:

Robyn Schwager

Director of Impact & Engagement

What she needs from me:

Concerns I have:

Last meaningful 1:1:

Jane Espinoza

VP Fund Services (Foundation)

What she needs from me:

Concerns I have:

Last meaningful 1:1:

Paul Patterson

Community Security Director

What he needs from me:

Concerns I have:

Last meaningful 1:1:

Team Dynamics

Who needs attention this week?

Who's crushing it?

Board Health

Overall Board Health

Board Chair - Jeff Artzi

What he needs from me:

What I need from him:

Last substantive conversation:

Board Members Needing Attention

Member	Status	Why	Action needed	By when

Beneficiary Agencies

JFCS

Jewish Family & Children's Services

Tucson JCC

Jewish Community Center

THA

Tucson Hebrew Academy (K-8)

Jewish Museum

Jewish History Museum & Holocaust Center

UA Hillel

University of Arizona Hillel

Major Donors

Name	Status	Last Touch	Next Touch Needed	Notes

Community Health

Overall Community Sentiment

Signals I'm Noticing

90-Day Priorities

Period Start

Period End

Priority 1

Why this matters

What success looks like

Key milestones

Priority 2

Why this matters

What success looks like

Priority 3

Why this matters

What success looks like

What I'm NOT focusing on this quarter

Important but intentionally deferred

Board Meeting Prep

Meeting Date

Location

Pre-Meeting Checklist

Review agenda - what's the story I'm telling?

Pre-call with Jeff (board chair alignment)

Pre-call with any potentially difficult members

Anticipate landmines - what could go sideways?

Materials sent at least 3 days early

Meeting Content

Key message I want them to leave with:

Decisions I need from the board:

Potential landmines / concerns:

Donor Meeting Prep

Donor Name

Meeting Date

Donor Background

Giving history:

Their interests:

Meeting Goals

Purpose of this meeting:

Ask (if any):

Follow-up plan:

Staff 1:1 Prep

Staff Member

Meeting Date

Prep Notes

Their current priorities:

What I want to discuss:

Something to recognize:

Something to develop/coach:

External Meeting Prep

Meeting With

Date

Purpose:

What I want from this meeting:

Key talking points:

Insights & Analytics

AI-powered analysis of your leadership patterns and organizational health

Alerts

Click "Generate Fresh Insights" to analyze your data

Weekly Summary

No data yet

Patterns Detected

No patterns detected yet

Health Trends

Need more history data

Goal Alignment Check

Set your 90-day priorities first

1:1 Meeting Prep Summaries

Auto-generated context for your next conversations

Data History

Last 30 snapshots saved

No history yet