Gallery

PIVOT Enablement Leadership

Weekly Enablement Leads Meeting

Initiatives

Backstage

Writing for Impact 101

Priority Playground

11/6/2023

Monday - 11:00 CT - 12:00 CT

Meeting Date:
11/6/2023
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Attendees:

@Christa A. Stephens⁠

@Trevor J. Glisch⁠

@Daniel T. Anderson⁠

@Michelle Helmholz⁠

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Action Item Tracking:

Asana - Enablement Leads⁠

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RECORD MEETING?

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AGENDA

Announcements & Reminders

KnowBe4 Training - Due Nov 17

BU Launch in December - expectation

All Hands on Thursday the 9th

Coffee Talks

Channel Management Redesign (Thursday the 9th)

Demo: How to Automate something (Tuesday the 14th)

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@Christa A. Stephens⁠

to follow-up on Slack & Asana tips and tricks

Priority Changes / Escalations

SAMP > Financial Dashboard Tour for Darcie

Christa, Dan with Darcie this week

@Michelle Helmholz⁠

Could result in PowerBI embedding into the applicaiton

Could result in decommission portions?

Management of TechJays relationship - who owns?

Trevor is going to own the relationship

Trevor is going to schedule a meeting with Aloa and TechJays to come up with a plan

Suganya need moves into Maintenance cadence

Event Management list page / filtering

Discussion topics

Old Business/Follow-up

Bug Management - qty of bugs hasn’t slowed down;

54 Open Asana tasks that need cleaned up⁠

Find bug in respective slack channel & search for dev team response

If resolved, post slack message to the Asana task as a Task Comment

Were changes made to the application?

IF YES → Move to “Needs Release Notes” IF NO → Close task

If not yet resolved, assign task to appropriate Developer & add to Dev Team board

@user to get an update

CCRM New Way of Working Follow-up

Sev 1/ Sev2+ bugs

Request routing

New Business

Feedback on new Sprint procedures

How did planning go? What was good/not so good?

Did execution become easier with planning up front?

Asana Updates: New

Application Portfolio⁠

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We need to move any outstanding tasks to their respective Application boards

Lots of task cleanup needed; how can we make this a priority before the end of the year?

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Asana Sprint Board Proposal⁠

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What features would need to be built into the master sprint board in order to meet the needs of all 3 teams?

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NEW: Coda

Changelog⁠

for all applications

Concept:

The art of the multi-threaded meeting (coda.io)⁠

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ConnectWise board changes

Clean-up

Standard tickets/recurring

All Hands

ACTION ITEMS

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Send Meeting Actions Items to Asana

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New Action Items [Date] 7

New Action Items [Date] 7

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All Open Tasks 2

All Open Tasks 2

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