Section 18
§18 — Reporting Needs
Status: DRAFT
Principle: A reporting cadence the CEO can rely on. Same shape every time, same seats responsible, same level of detail.
18.1 Why this section exists
Today, reporting on Assembly Atlanta lives in too many places: emails, decks, ad-hoc updates, conversations. There is no single artifact the CEO can open and know exactly where things stand. This section fixes that.
18.2 The five-layer reporting stack
| Layer | Frequency | Audience | Owner seat | Format |
|---|---|---|---|---|
| L1 — Daily ops | Daily | Operating team | Operating Lead | Stand-up / status board |
| L2 — Weekly campus | Weekly | Functional leads | Operating Lead | One-page running doc |
| L3 — Monthly platform | Monthly | Officer + Gray finance | Officer | 4-page platform memo |
| L4 — Quarterly CEO briefing | Quarterly | CEO + governance | Officer | This master doc, refreshed |
| L5 — Annual review + plan | Annual | CEO + Gray board (as appropriate) | Officer | Long-form annual document |
The master operating document is the L4 artifact. Every quarter, it is refreshed against the §22 Open Items register and the CEO sees the same shape.
18.3 Monthly platform memo — the four pages
The L3 memo is the workhorse. Same four pages, every month:
Page 1 — Status dashboard
- 25-row status table (the same one in §0 cover)
- Three "watch" items
- Three "wins"
Page 2 — Capital + financial
- Capital deployment vs. plan (public-source numbers + privileged numbers held separately)
- Subsidies named (per §9.3 / §12.3)
- Cash-flow trajectory snapshot
Page 3 — Milestones + open items
- §22 register movement (opened, closed, escalated)
- Top 5 dependencies in motion (§5)
- Top 3 risks (§16-flavored)
Page 4 — Partnerships + community
- NBCU operating cadence note (no commercial detail)
- Partner pipeline (§14 archetypes, status only)
- GovRel status (§11)
- Community / nonprofit (§14)
If a month produces nothing for one of those pages, the page says "no material change." We do not pad.
18.4 What the CEO reads, and what he doesn't
| CEO reads | CEO does not read |
|---|---|
| Quarterly refresh of master doc (L4) | Daily ops chatter |
| Monthly platform memo (L3) — when something material | Internal stand-up notes |
| Trigger-based alerts (see §18.5) | Low-level vendor/operating decisions |
| Annual review (L5) | Functional-team weekly trackers |
The CEO's time is the most expensive seat in this document. Reporting is designed to respect that while making sure nothing material is hidden.
18.5 Trigger-based alerts (the "do not bury this" list)
The CEO is alerted within 24 hours, in writing, by the officer seat, when any of the following happens:
1. Material change to NBCU relationship or operational posture.
2. Signed JV / lease / MOU at material scale.
3. Material adverse regulatory event (tax credit reshape passed, material litigation filed, material disclosure issue).
4. Material safety incident.
5. Public-relations event of consequence (positive or negative).
6. Departure of a critical seat (T1 or T2) or critical partner.
7. Material variance from capital plan.
8. Anything that would change a public Gray disclosure.
The principle: the CEO never finds out about something material from outside this document.
18.6 Reporting from third parties (incl. JLL)
Where third parties have a reporting role (e.g., property management, asset management, leasing), their reports flow into the master doc structure — they do not replace it. See §20 JLL Reporting (side memo) for the specific JLL situation.
A general principle: a third-party report that does not arrive on cadence is a §22 register entry, not a quiet absence.
18.7 What we report to whom (the matrix)
| Item | CEO | Gray IR/Legal | Board (as appropriate) | NBCU | Public partners | Public |
|---|---|---|---|---|---|---|
| Master doc (this) | Quarterly | Privileged | As CEO directs | No | No | No |
| Monthly platform memo | When material | Privileged | No | No | No | No |
| Capital plans | Yes | Yes | As required | No (commercial) | No | Per Gray disclosure |
| Partner / lease announcements | Pre-signed | Pre-signed | As required | Coordinated | Coordinated | Per coordinated PR |
| Safety incidents | Per §18.5 | Per §18.5 | Per process | Coordinated | Coordinated | Per process |
| Subsidy disclosures (§9.3) | Yes | Yes | As required | No | No | No |
18.8 Open items
- TBD Confirm L3 monthly memo template with CEO before first issuance.
- TBD Build the operational status board (L1/L2) in a single tool — see §22 register entry.
- CONFIRM CEO preference for delivery format (PDF, Drive, email).
- CONFIRM Quarterly refresh date — recommended end-of-quarter +14 calendar days.
Reporting is what turns "we are working hard" into "you can see it." That is the trade we're making.