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Q1

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2/6/2023

Monday - 10:30 CT - 11:30 CT

Meeting Date:
2/6/2023
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Attendees:
@Christa Stephens
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,
@Trevor J. Glisch
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,
@Daniel T. Anderson
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,
@Michelle Helmholz
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⁠
Action Items 2/6/2023
55
Done
Task
Owner
Due date
Created Date
1
Trevor to meet with Dan on DeveloperWeek
Trevor J. Glisch
2/8/2023
2/6/2023
2
Send Aloa MSA to Jason
Michelle Helmholz
2/6/2023
2/6/2023
3
Reinforce 1Password private vault - offer 1x1 time to get people up to date
Michelle Helmholz
8/25/2023
2/6/2023
4
Look into combining vaults
Trevor J. Glisch
2/17/2023
2/6/2023
5
Work with Jill on scheduling Ben’s Week 2-4; will need to communication expectations in the meeting via outlook invite (or at least point where to find them)
Trevor J. Glisch
2/10/2023
2/6/2023
6
Discuss with Jeff/Elliott on doing bi-weekly meeting with Tyson; schedule accordingly
Trevor J. Glisch
2/10/2023
2/6/2023
7
Update Onboarding/Offboarding document in this Coda document based on Ben’s training plan
Trevor J. Glisch
2/17/2023
2/6/2023
8
Clean up Event Management Experience Enhancement Epic board; determine how to reorganize Event Management backend work
Daniel T. Anderson
3/6/2023
2/6/2023
9
Invite Trevor to all documents for BU Meeting Agendas
Christa Stephens
2/6/2023
2/6/2023
10
Update Agreement based on feedback & create meeting agenda template
Trevor J. Glisch
2/13/2023
2/6/2023
11
CSAT brain dump questions
Daniel T. Anderson
2/13/2023
2/6/2023
12
CSAT brain dump questions
Christa Stephens
2/13/2023
2/6/2023
13
CSAT brain dump questions
Trevor J. Glisch
2/13/2023
2/6/2023
14
CSAT brain dump questions
Michelle Helmholz
2/13/2023
2/6/2023
15
Follow-up with Lynette on collateral
Michelle Helmholz
2/10/2023
2/6/2023
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Agenda

Announcements / Updates from FOC

Priority Changes / Escalations

Discussion topics
Leader of Others Training
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@Christa Stephens
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,
@Trevor J. Glisch
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June 21st & 22nd, June 28th & 29th
Critical training to attend, be sure to mark off personal calendars
DeveloperWeek changes
Reicks View - Jerico
Onboarding new employees
CCRM
Veronica to fix Bug when she gets back
Christa to send Open Event to Flatworld
Aloa MSA to Legal
Cybersecurity initiatives
1Password behavior with individuals
Duplication of passwords due to vaults
Do we move to one PIVOT vault?
Is there a more mature way to break it up so not everyone on the team has access to everything?
Talent
Assessment/Training cross-functional team
Individuals
Ben starting next week - onboarding training progress
Tyson
Look into SnipeIT integration and provide feedback
Onboarding / Offboarding tools/system documents
Event Management Enhancements Epic
Clean up tasks that were not part of original scope; separate into new Epic/Backlog?
Christa is having Jill clean up stale epics to close them out
Business Unit engagement
Enablement Priority Meeting Working Agreements review
CSAT Baseline
Each propose 1 or 2 questions (currently targeting BU Leaders and End Users)
PIVOT/Product Branding Discussion

Notes



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