Travel Management Policy
In first half of 2026, accounting will create a new draft. Kathy on AP team will own it. Will partner with operations and NRO team + Jen K from RSC perspective. Target roll-out: October 1 target. TBD: will we memorialize max pricing for hotels or airfare. TBD: do we need multiple version of the policy?
[Acctg Portfolio Status 6.12.26]: Draft started; fine-tuning remains. Decision points: are two policies (employee vs executive) required? What kind of limits (soft vs hard) will be set? What should we document for Tim travel? By mid-August, aim for good Acctg-created draft to share with different teams. Need to confirm stakeholders (NRO: Eric Bell; Ops: Paula/Jason; HR: KZ; Tim/Exec: Jen K; Dawn)
[Acctg Portfolio Status 6.12.26]: Draft started; fine-tuning remains. Decision points: are two policies (employee vs executive) required? What kind of limits (soft vs hard) will be set? What should we document for Tim travel? By mid-August, aim for good Acctg-created draft to share with different teams. Need to confirm stakeholders (NRO: Eric Bell; Ops: Paula/Jason; HR: KZ; Tim/Exec: Jen K; Dawn)
Push to H2 given other priorities for Accounting team.
Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26