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EA Managers - Meeting Agenda Items

Meeting facilitator calendar

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Thu, Nov 21
3
EA- fun team thanksgiving
Open
NR
Support is not on Pause - we still need assistance from other team members
Open
PF
Do we want to move next Wednesday’s team meeting to earlier in the week? Same with manager’s meeting?
Open
PF
Thu, Nov 14
6
EA Flow metrics dashboard
Open
Alba McMarlin
Stakeholder Demo - follow up on Slack
Open
AL
Loopio manual entry
Open
AL
EATRI review, prioritize, 2025 roadmap placeholders
Open
Alba McMarlin
Notes
Open
RM
PR for 2024 - Staging refresh and SF maintenance
Open
Alba McMarlin
Thu, Nov 7
5
Review Skills Survey deck - deck and deets links are in the Notes
Open
PF
Staging refresh this weekend
Open
PF
Collections module status
Open
PF
Self & Manager Evals
Open
Lynda Kane
Review Q4 deliverables/timeline
Open
NR
Thu, Oct 31
7
Intacct Collections Module status
Open
PF
Stakeholder Demo - after reorg
Open
AL
EA Team Meeting Agenda and Assignment - done already
Open
AL
Fun Lunch
Open
AL
X-ray in Jira - Test Case management
Open
NR
Hexaview Contracts
Open
NR
Vendor Management
Open
PF
Thu, Oct 24
6
Archive EAS and Form to request BA call
Open
Alba McMarlin
Texas project retro internal - Smaller group
Open
Alba McMarlin
EA vendors sheet - update
Open
Alba McMarlin
Hexaview Contractors
Open
NR
Lead and Contact bulk updates and its impact in Hubspot
Open
AL
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
Open
Lynda Kane
Thu, Oct 17
8
Creating TSD PR for prioritized EATRI items
Open
Alba McMarlin
Alex on not creating items in ESBP until new boards are created
Open
Alba McMarlin
KB Revamp project - review of pages for accuracy - where does it fit in priorities?
Open
PF
that received top votes - start to implement. I’ll take the Cross Training issue. Need someone to own monthly anonymous surveys and scheduling retros after projects.
Open
PF
VERY BRIEF: Removal of MFA Waivers in Prod for “People” Users
Open
Lynda Kane
Texas EMAT project retrospective (Survey to Stakeholders?)
Open
Alba McMarlin
Texas EMAT - contractors release
Open
Alba McMarlin
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
Open
Alba McMarlin
Thu, Oct 10
5
[New] Intake process: Communication to Stakeholders
Open
Alba McMarlin
ERP - phase1 wrap up/ pending items/ phase 2 timeline
Open
AB
Updates from Alex
Open
Alex Cain
EA Reorg announcement
Open
AB
Texas EMAT EDI - multiyear
Open
JP
Thu, Oct 3
8
ESBP-Cleanup
Open
Alex Cain
Operation Q2C8 Project Plan
Open
AB
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)
Open
Lynda Kane
Intake process: Upcoming changes to foxly, PR form and EA Metrics
Open
AB
FSL - WM proposal and pause timeilne
Open
Alba McMarlin
EA Team Meeting Agenda and Assignment
Open
AL
Fun Lunch
Open
AL
X-ray in Jira - Test Case management.
Open
NR
Thu, Sep 26
10
EA Program team page - new look and feel
Open
Alba McMarlin
FSL pause - WM proposal and timeline status - Amy to update us
Open
AB
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
Open
PF
Discuss Manager’s Meeting Responsibilities
Open
PF
Business’s visibility of EATRI Tickets - new view to be created by Alex for business side
Open
AL
ESBP Cut off Date - not known yet
Open
AL
Moving to Sprints Discussion - on hold
Open
AL
PRs for TIS - lead time - 2 months
Open
Alba McMarlin
Deployment backup for Lynda - all managers should outline backups
Open
NR
AI Meeting Summary
Open
PF
Thu, Sep 19
7
KPI for ERP Implementation - WM question
Open
Alba McMarlin
EATRI meeting - additional information
Open
Alba McMarlin
Business case review by BA-QA-Data-Delivery leads
Open
Alba McMarlin
EATRI Review Process
Open
AL
Project Definition
Open
AL
Review To Do List from Offsite - anything still relevant
Open
PF
AI Meeting Summary
Open
PF
Thu, Sep 12
8
Program team new SP page
Open
Alba McMarlin
EA KB Look and feel and dependency. on EA KB content (Patty)
Open
Alba McMarlin
ERP bi-weekly status
Open
Alba McMarlin
Roadmap Active projects vs. EA Projects SP list
Open
Alba McMarlin
Texas EMAT EDI - backup for Sage Intacct workstream
Open
Alba McMarlin
Hexaview Contracts
Open
NR
Project Meeting Cadence
Open
AL
Scrum Master
Open
AL
Thu, Aug 29
1
EA Intake process questions
Open
Alba McMarlin
Thu, Aug 15
3
Review Voting on Values Miro board - column 1
Open
PF
Lay out Managers Meeting responsibilities and assign tasks
Open
PF
Review To Do List from Offsite
Open
PF
Thu, Aug 1
2
2025 Roadmap: Create PRs for internal initiatives
Open
Alba McMarlin
Project doc. - SP Doc. Library is the official repository
Open
Alba McMarlin
Thu, Jul 25
2
Off-site planning - review agenda
Open
Lisa Meyer
Off-site slide deck template? AlexC, JohnW participation in the meetings? EA Leads retrospective?
Open
Alba McMarlin
Thu, Jul 18
4
StandUp review (ESBP vs Projects)- 9:15 am start (combine Texas and Loopio) - 3 times per week? Project status internal - 1-2 times week
Open
Alba McMarlin
PR - Business case - name convention
Open
Alba McMarlin
EA Intacct License Review
Open
Alisha Laird
Thu, Jul 11
9
FSL - Open RAID items - Resourcing/Timeline
Open
PG
StoreConnect - Next steps
Open
PG
Meeting DC - Ideas for Friday Morning (FSL Retro, Team Time, etc)
Open
PG
Program for Mgr meeting
Upcoming projects next year
Resourcing
Team structure overall
Budget for 2025
ESBP clean-up
Select 3 major pain points and define solution

Open
PG
Sandra assigned to ERP - phase 1
Open
Alba McMarlin
Tickets bypassing normal flow
Open
PF
Jira use for ESBP tickets
Open
PF
PR Workflow with Steering Co (EA process refinement) - phase1
Open
Alba McMarlin
5 open positions - how do we best use?
Open
Lisa Meyer
Thu, Jun 27
5
FSL Mitigation Plan?
Open
AU
ERP Meeting Roster Review
Open
AL
TIS/EA shared resources?
Open
Alba McMarlin
Review Manager Backlog
Open
Lisa Meyer
PR Workflow with Steering Co - phase 1
Open
Alba McMarlin
Thu, Jun 20
2
Canvas: New manager On Boarding program
Open
Alba McMarlin
PR Workflow - review
Open
Alba McMarlin
Thu, Jun 13
7
Review survey
Open
Lisa Meyer
Tuckman’s Team Development model
Open
Alba McMarlin
Review Manager Backlog
Open
Lisa Meyer
Budget - action required?
Open
Alba McMarlin
Review Mission, Values, Vision, etc.
Open
Alba McMarlin
Jira changes phase 1: Triage board, dashboard, work type
Open
Alba McMarlin
Heads up on upcoming biz side training - PD and Product
Open
PF
Thu, Jun 6
8
Discuss ‘all team’ meeting
Open
PF
Discuss EDI timeline and resources
Open
NR
Refining EA Mission and Values
Open
Alba McMarlin
CIO?
Open
Lisa Meyer
Using SS RM
Open
Alba McMarlin
Discuss shipping files and errors
Open
PF
Alba to coordinate Farewell meeting for Kay
Open
Lisa Meyer
Manager Improvement backlog
Open
Lisa Meyer
Thu, May 30
1
Did not meet
Open
PF
Thu, May 23
3
CIO update
Open
PF
West Monroe update
Open
PF
FSL discussion
Open
PF
Thu, May 9
3
Backfill -3 roles: 2 pms and 1 data B/A
Open
Lisa Meyer
Social Committee - Kickoff with patty/slack channel
Open
PF
Move off site up - july?
Open
PG
Thu, May 2
9
Discussion of Nick’s FSL concerns
Open
PF
EA Team Social Committee
Open
Lisa Meyer
Move-up off-site meeting?
Open
Lisa Meyer
CIO update
Open
Lisa Meyer
Team changes?
Open
Lisa Meyer
ERP Project Resourcing
Open
Lisa Meyer
Delineation of responsibilities (PRs that are not projects). Reflect on TSD-61209 Update to Accounting Dimension on Product items handling
Open
Alba McMarlin
Renee’s departure - strategy to deliver services
Open
Alba McMarlin
Proposal to pause, adopt work types Major.Minor enhancements, review backlog items (Epics and enhancements), prioritize and resume work
Open
Alba McMarlin
Thu, Apr 25
1
Discuss TSD-61209 and how we can improve the process
Open
PF
Thu, Apr 18
1
Open
Lisa Meyer
Thu, Apr 11
7
CIO Preparation
Open
Lisa Meyer
Review Mission & Vision statements
Open
Lisa Meyer
Review Discussion Items/Action Items
Open
Lisa Meyer
August On-Site Planning AUG 13-16
Open
Lisa Meyer
Project Closure exercise
Open
Alba McMarlin
Revisit PM role in handling Projects Kanban board
Open
Alba McMarlin
Open
Alba McMarlin
5
Open
AL
Open
PF
Open
PF
Open
PF
Open
AL

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