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Q3

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8/14/2023

Monday - 10:30 CT - 11:30 CT
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Asana
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Meeting Date:
8/14/2023
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Attendees:
@Christa A. 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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,
@Todd R. Chamberlain
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Action Items 19
Done
Task
Owner
Due date
Created Date
1
In-house 4 hour meeting
Michelle Helmholz
8/18/2023
8/14/2023
2
Propose redefine of How We Work - 8/28
Christa A. Stephens
9/11/2023
8/14/2023
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Agenda

Announcements & Reminders
KnowBe4 Training: Due 8/22
Office re-design
Desks cleaned up by EOD tomorrow (8/15)
Follow-up on desktops for developers
Are they still needed (at least short term)? If so, we need to get them racked.
Follow up with Heidi
Nielsen Contract Negotiation
All noncritical/custom requests need to backlogged
Expected tension as the Nielsen negotiation & service group are at odds.
Sprint Priority meeting on Friday
Can we move to 10:00 so Dan can attend?
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Priority Changes / Escalations
CE LMS Implementation & CE ISP Conversion - potential conflicts; discuss re-prioritizing
Riecks View Farm Quoting
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Jerico Time Reconciliation Enhancements
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Employee Sync: TimeClock Plus -> Emaint
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Inventory to Equipment Process
Follow-up Items
Team Process Improvement Update from last week
Christa is reformatting BU Coda Docs to be centered around Applications (instead of Project Phases)
Need to review how we use Asana Projects equals Epic
Action Item: Propose redefine of How We Work - 8/28
Technical Resources: How do Application Leads & Project Leads differ
Trevor is working on BR > Footprint Roadmap
Pause on timelines creation at this time. Revisit on 8/28
Dan is going to outline expectations for a Data Lead Role that is assigned on an Epic
Pause for at least a week.
Figma Dev Mode
Any additional feedback/thoughts after Kaitlyn’s demo on Thursday Aug 3rd?
Trevor was going to discuss in Dev Standards meeting on Aug 4th
Trevor, follow up with Developers + Outsource Resources on standards
Only use frames in Ready for Dev to do your work
Read all Annotations - provide feedback if they are not effective in the way they are being presented
On/Off Boarding Asana Task Template
Example Task
HERE
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Need to perform Audit on all our applications for form team members and form OS resources
New Business
Communication Strategies
Level up team communication
Communications Workshop (Christa)
Standards on Task creation / Story Ready (Trevor)
Standards
Meeting notes
Application / Feature documentation
Renewed focus around efforts to identify work with the greatest ROI
Expansion/improvements on BU meeting cadences & agendas
Application Vision audience shift
CSAT Follow up
Survey End Users taken while using the application
What tools can/do we use for in application NPS and surveying
Management Fee Update
Go over what has been communicated to BU Leaders
Impact to the team & discuss options for rollout plan
Other Open Action Items List 17
Done
Task
Owner
Due date
1
ETS Bulk Added > Touchbase with Brandon on expected time frame
Trevor J. Glisch
12/18/2023
2
Front-end: Temp to perm(?)
Trevor J. Glisch
3
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4
Service Picks > Attach any Vendor after it has been submitted
Michelle Helmholz
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