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Feedback → provenance → the adjustment it implies for the next deck · illustrative
Staged for the next deck
from 5 tracked notesQoQ1
Add per-asset occupancy sparklines to the RE section.
David Norton · Reforecast review
YoY3
Lead the Q2 package with the shared-prosperity summary.
Margaret Laird-Ellison · Q1 2026 board meeting
Add a YoY mark-to-market column to the Companies holdings.
Thomas Whitfield · Investment review
Weave impact KPIs into the consolidated view.
Ana Sørensen · Impact report review
Process1
Auto-send the variance memo 48h before the board date.
Priya Raman · Q1 2026 board meeting
ML
Margaret Laird-Ellison
Board Chair · family (8th gen) · since 2009
Wants the impact narrative up front in the board deck, not an appendix.
Source: Q1 2026 board meeting · Apr 2026YoY
Next deck: Lead the Q2 package with the shared-prosperity summary.
DN
David Norton
Vice Chair · family · since 2012
Asked for occupancy trend by asset, not just at the portfolio level.
Source: Reforecast review · May 2026QoQ
Next deck: Add per-asset occupancy sparklines to the RE section.
PR
Priya Raman
Independent · Audit chair · since 2019
Requested the variance memo ahead of the meeting, not handed out at it.
Source: Q1 2026 board meeting · Apr 2026Process
Next deck: Auto-send the variance memo 48h before the board date.
TW
Thomas Whitfield
Independent · since 2021
Wants investment-office holdings marked-to-market once a year.
Source: Investment review · Mar 2026YoY
Next deck: Add a YoY mark-to-market column to the Companies holdings.
AS
Ana Sørensen
Independent · since 2022
Tie the shared-prosperity metrics to the actual numbers, not a separate story.
Source: Impact report review · Feb 2026YoY
Next deck: Weave impact KPIs into the consolidated view.