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What Corpo knows about your role and what matters to you today.

Top 3 Today

Urgent

Assign owner to Luminary Biotech RFP — due in 4 days

An unowned £400K bid will expire without action. Marcus Webb has capacity once Keystone closes tomorrow.

Risk

Call James Chen about Meridian resourcing and post-Keystone allocation

At 110% utilisation, James is the single biggest delivery risk. Proactive reallocation protects two active clients.

People

Confirm Sarah Okafor is added to H2 promotion review list

High performer flagged twice — losing her to a competitor would cost more than the promotion cost.

Morning Brief

CEO · Apex Consulting

Corpo ready

Good morning. Here is your company snapshot for today.

Projects: 3 active. Project Meridian is running 2 weeks behind original estimate — James Chen flagged resourcing as the primary constraint. Project Atlas is on track. Project Keystone is in final review; client sign-off expected this week.

Team: James Chen is at 110% utilisation across 3 engagements. Consider reallocation before Keystone closes. Sarah Okafor has been flagged as a high performer not yet on the promotion shortlist — worth reviewing before the next cycle.

Pipeline: Luminary Biotech proposal is due in 4 days with no assigned owner. Action needed today.

New: Tom Hale (Analyst, 6 weeks in) has not yet been assigned a primary mentor. Recommend pairing with Priya Nair.

Decision Queue

Assign owner to Luminary Biotech RFP

critical

RFP response due in 4 days. Currently unassigned. Luminary is a Tier 1 biotech prospect worth an estimated £400K engagement. Missing this deadline closes the door for 12 months.

→

Assign Marcus Webb — Keystone is wrapping this week, freeing 40% capacity by tomorrow.

Owner: CEO

Reallocate James Chen before Keystone closes

high

James is at 110% across 3 projects. Keystone completes this week. Without reallocation, he will still carry Meridian + Atlas simultaneously at senior level.

→

Move James to advisory-only on Atlas after Keystone sign-off. Promote Priya Nair to primary lead on Atlas.

Owner: James Chen

Add Sarah Okafor to promotion shortlist

medium

Sarah has been flagged as high performer for 2 consecutive review cycles but has not appeared on the promotion shortlist. Next cycle opens in 3 weeks.

→

Confirm with her line manager and add to the H2 promotion review list before the window closes.

Owner: HR / CEO

Alerts & Actions

Luminary Biotech RFP unassignedAttention

Proposal due in 4 days. No owner assigned.

→ Assign owner today

James Chen at 110% utilisationAttention

3 active engagements simultaneously.

→ Review allocation

Project Meridian 2 weeks behindInfo

Hartwell Pharma strategy engagement. Lead: James Chen.

Sarah Okafor not on promotion listInfo

High performer flag active. Next review approaching.

Active Projects / Operations

3 active

Project MeridianBehind

Hartwell Pharma

Lead: James Chen

2w behind schedule

Project AtlasOn Track

Vantage Group

Lead: Priya Nair

Project KeystoneFinal Stage

Falconer Bank

Lead: Marcus Webb

Client sign-off expected this week

Targets & OKRs

Q2 2026

Key Metrics

Revenue vs target

£4.1M/ £4.8M

Keystone close expected end of month

Avg team utilisation

83%/ 85%

Pipeline conversion

38%/ 40%

Client NPS score

71/ 75

Headcount vs plan

118/ 125

3 hires in process

OKRs

Expand into life sciences sector

Win 2 new pharma engagements50%

Hire sector lead with 10+ yrs pharma exp0%

Publish Apex Healthcare POV paper100%

Strengthen talent pipeline

Graduate intake: 8 analysts by Sept75%

Implement structured mentoring programme40%

Reduce voluntary attrition to <10%70%

Achieved On Track At Risk Behind

Decision Support

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