🔒 Sample dashboard. Reynolds & Co is fictional and every detail is illustrative — this is the shape of a real Chief of Staff dashboard, built from your calendar, inbox and priorities.
Chief of Staff Dashboard
Jane Reynolds · Reynolds & Co · Wednesday, 17 June 2026
Order book£2.1m/ £2.4m
Margin-first week. The lever is the rate card sign-off — it protects every quote that follows. The Northbridge tender is due Thursday 11:00, and the estimating 1:1 is where the 8-point pricing spread gets closed. Hold price on Hartwell; don't open the year's discounting with it.
This Week — Calendar w/c Mon 15 Jun
Mon15
09:00Estimating review
14:00Hartwell site visit
Tue16
10:00Steelco — price call
15:00Board prep
Wed17
09:30Rate card workshop
13:00Lunch — Northbridge PM
16:00Cash flow review
Thu18
11:00Northbridge tender DUE
14:001:1 estimating lead
Fri19
10:00Monthly board meeting
Sat20
—Protected
Sun21
—
Today — Calendar
work09:30 · Rate card workshop (estimating + ops)
work13:00 · Lunch — Northbridge PM
Relationship + tender intel before Thursday's submission
work16:00 · Cash flow review
personal19:00 · Family dinner
Today — Emails Needing Action
Tomas (Hartwell) — Can you hold the quoted price?
→ Decide before Thursday — hold, don't discount
Steelco — 5% price increase from July
→ Check impact on open quotes; pass through where not committed
Estimating lead — two ways to price the Mersey job
→ Set the rate-card line so it isn't priced twice
Filtered 19 noise (newsletters, system mail, receipts).
This Week — Non-negotiables w/c Mon 15 Jun · locked
BehindSlippingOn trackAhead / done
1
Rate card v1 — sign off & roll out to estimators
The margin lever · workshop today, sign-off Fri board
On track 60%
2
Northbridge tender — submit Thu 11:00
Biggest live opportunity · pricing off the new rate card
Slipping 45%
3
Estimating 1:1 — agree a margin floor
Closes the 8-point spread between estimators · Thu 14:00
On track 10%
4
Cash flow — confirm 6-month runway after Q3 capex
Review today 16:00 · forecast to the bank next week
On track 50%
5
AI estimating pilot — scope it with two estimators
Quote in hours, priced off the card · slipped from last week
Slipping 5%
Decisions Pending
Hold price on the Hartwell job?
Rec: Hold. Sell the programme certainty and pre-fabrication speed, not a discount. This is exactly the kind of job where the 8-point margin leak starts — protect the precedent.
Trade-off: Some risk of losing it on price — but discounting here sets the rate every later quote gets compared to.
Pass Steelco's 5% rise through to open quotes?
Rec: Yes on anything not yet submitted from July; absorb only where you're contractually committed. Update the rate card the same day so it's automatic, not a judgement call.
Trade-off: A touch less competitive on price vs protecting a margin already thin at 26%.
Open Promises Future commitments
Northbridge PM Thu 18 Jun
Tender submitted by 11:00, priced off the new rate card
The Board Fri 19 Jun
Rate card + margin-recovery plan presented at the monthly meeting
Tomas (Hartwell) Thu 18 Jun
Price decision back to him before he chases
Estimating lead 18 Jun
Margin floor agreed and written into the card
The bank 25 Jun
Updated 6-month cash forecast after Q3 capex
90-day Priorities Period to 31 Aug
P1 · Rate card live
ON TRACK
Standardise pricing; recover ~£170k margin/yr.
P2 · AI estimating pilot
SLIPPING
Quote in hours, priced off the card. Scope this week.
P3 · Margin reporting
ON TRACK
Win rate + margin by estimator, every month.
P4 · Order book £2.4m
HOLDING
Keep the pipeline full; Northbridge is the next brick.
P5 · Protected time
ONGOING
≥1 day off each weekend; don't let the week bleed in.
Morning Briefing Sector + signals, picked for you
Market
Steel prices up ~5% into July
Hits every open quote — reflect it in the rate card today, not next month.
Regional infrastructure pipeline strong
More specified, design-stage work coming — the bigger jobs you want.
Operations
Quote turnaround sitting at 3 days
Two fast-turnaround bids lapsed last month — the case for the estimating pilot.
Hartwell site visit went well
Programme certainty is your edge there — sell it instead of price.
Watch
A competitor is undercutting on small jobs
Don't chase the bottom — it's the discounting trap your margin already shows.
8-point margin spread between estimators
Closing it is worth more than any single tender this week.
Sample · illustrative data · Reynolds & Co is fictionalBuilt on the AI Foundation · Aigentic