EA Managers - Meeting Agenda Items

EA- fun team thanksgiving

Support is not on Pause - we still need assistance from other team members

Do we want to move next Wednesday’s team meeting to earlier in the week? Same with manager’s meeting?

EA Flow metrics dashboard

Stakeholder Demo - follow up on Slack

Loopio manual entry

EATRI review, prioritize, 2025 roadmap placeholders

Notes

PR for 2024 - Staging refresh and SF maintenance

Review Skills Survey deck - deck and deets links are in the Notes

Staging refresh this weekend

Collections module status

Self & Manager Evals

Review Q4 deliverables/timeline

Intacct Collections Module status

Stakeholder Demo - after reorg

EA Team Meeting Agenda and Assignment - done already

Fun Lunch

X-ray in Jira - Test Case management

Hexaview Contracts

Vendor Management

Archive EAS and Form to request BA call

Texas project retro internal - Smaller group

EA vendors sheet - update

Hexaview Contractors

Lead and Contact bulk updates and its impact in Hubspot

Current SF Production Issue - 282 trigger errors since Thursday deployment; Test Failures, and multiple occurrences of users unable to create orders or edit open opportunities - was told I had to wait on approval of TSD-74928 before I can rollback

Creating TSD PR for prioritized EATRI items

Alex on not creating items in ESBP until new boards are created

KB Revamp project - review of pages for accuracy - where does it fit in priorities?

VERY BRIEF: Removal of MFA Waivers in Prod for “People” Users

Texas EMAT project retrospective (Survey to Stakeholders?)

Texas EMAT - contractors release

TSD-74668 New Dayforce Unique ID Needed for Commissions dign off by Amy required to get it done prior to 10/31 - Comissions pay check for Sales

[New] Intake process: Communication to Stakeholders

ERP - phase1 wrap up/ pending items/ phase 2 timeline

Updates from Alex

EA Reorg announcement

Texas EMAT EDI - multiyear

ESBP-Cleanup

Operation Q2C8 Project Plan

Staging Refresh Date (was supposed to be 10/18 but EDI project needs it to be after 11/4 however that will affect the CI/CD project and with DevOps process broken this is a large risk)

FSL - WM proposal and pause timeilne

EA Team Meeting Agenda and Assignment

Fun Lunch

X-ray in Jira - Test Case management.

EA Program team page - new look and feel

FSL pause - WM proposal and timeline status - Amy to update us

Comms to business side about backlog changes sent? wait until Amy is back - call with managers, her and Alex - comms come from top down, what can the business side see on new tickets? Sales concerned about visibility

Discuss Manager’s Meeting Responsibilities

Business’s visibility of EATRI Tickets - new view to be created by Alex for business side

ESBP Cut off Date - not known yet

Moving to Sprints Discussion - on hold

PRs for TIS - lead time - 2 months

Deployment backup for Lynda - all managers should outline backups

AI Meeting Summary

KPI for ERP Implementation - WM question

EATRI meeting - additional information

Business case review by BA-QA-Data-Delivery leads

EATRI Review Process

Project Definition

Review To Do List from Offsite - anything still relevant

AI Meeting Summary

Program team new SP page

EA KB Look and feel and dependency. on EA KB content (Patty)

ERP bi-weekly status

Roadmap Active projects vs. EA Projects SP list

Texas EMAT EDI - backup for Sage Intacct workstream

Hexaview Contracts

Project Meeting Cadence

Scrum Master

EA Intake process questions

Review Voting on Values Miro board - column 1

Lay out Managers Meeting responsibilities and assign tasks

Review To Do List from Offsite

2025 Roadmap: Create PRs for internal initiatives

Project doc. - SP Doc. Library is the official repository

Off-site planning - review agenda

Off-site slide deck template? AlexC, JohnW participation in the meetings? EA Leads retrospective?

StandUp review (ESBP vs Projects)- 9:15 am start (combine Texas and Loopio) - 3 times per week? Project status internal - 1-2 times week

PR - Business case - name convention

EA Intacct License Review

FSL - Open RAID items - Resourcing/Timeline

StoreConnect - Next steps

Meeting DC - Ideas for Friday Morning (FSL Retro, Team Time, etc)

Sandra assigned to ERP - phase 1

Tickets bypassing normal flow

Jira use for ESBP tickets

PR Workflow with Steering Co (EA process refinement) - phase1

5 open positions - how do we best use?

FSL Mitigation Plan?

ERP Meeting Roster Review

TIS/EA shared resources?

Review Manager Backlog

PR Workflow with Steering Co - phase 1

Canvas: New manager On Boarding program

PR Workflow - review

Review survey

Tuckman’s Team Development model

Review Manager Backlog

Budget - action required?

Review Mission, Values, Vision, etc.

Jira changes phase 1: Triage board, dashboard, work type

Heads up on upcoming biz side training - PD and Product

Discuss ‘all team’ meeting

Discuss EDI timeline and resources

Refining EA Mission and Values

CIO?

Using SS RM

Discuss shipping files and errors

Alba to coordinate Farewell meeting for Kay

Manager Improvement backlog

Did not meet

CIO update

West Monroe update

FSL discussion

Backfill -3 roles: 2 pms and 1 data B/A

Social Committee - Kickoff with patty/slack channel

Move off site up - july?

Discussion of Nick’s FSL concerns

EA Team Social Committee

Move-up off-site meeting?

CIO update

Team changes?

ERP Project Resourcing

Delineation of responsibilities (PRs that are not projects). Reflect on TSD-61209 Update to Accounting Dimension on Product items handling

Renee’s departure - strategy to deliver services

Proposal to pause, adopt work types Major.Minor enhancements, review backlog items (Epics and enhancements), prioritize and resume work

Discuss TSD-61209 and how we can improve the process

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CIO Preparation

Review Mission & Vision statements

Review Discussion Items/Action Items

August On-Site Planning AUG 13-16

Project Closure exercise

Revisit PM role in handling Projects Kanban board

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