Q3

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8/22/2023

Tuesday - 12:00 CT - 1:00 CT
info

Meeting Date:
8/21/2023

Attendees:
@Christa A. Stephens
,
@Trevor J. Glisch
,
@Daniel T. Anderson
,
@Michelle Helmholz
,
@Todd R. Chamberlain
Action Item Tracking:

AGENDA

Announcements & Reminders

KnowBe4 Training: Due Today 8/22
Writing for Impact this week
Tweaks to this Meeting Template
SMART Commitment for follow-up from BP Framework Training - Due 8/25

Priority Changes / Escalations

BR Vendor Footprint - Trevor is meeting with Jacob on Thursday to clarify work needed in this sprint
James question on application monitors - Trevor will send to Dan
CE
#driving-ce-process channel was created to centralize Seth’s feedback for CE
7 new zero queues requested

Discussion topics

Old Business/Follow-up

Setting the agenda for from 12:30-4:30
Communication Strategies
Level up team communication
Communications Workshop (Christa)
Standards on Task creation / (Trevor)
(Coda → Asana)
Standards
Meeting notes
Sprint Dev Meeting (re-arrange to support TechJays schedule)
Application / Feature documentation
Software Needs Assessment
How We Work
OS Dev Standups / Progress Reporting
Renewed focus around efforts to identify work with the greatest ROI
Expansion/improvements on BU meeting cadences & agendas
Application Vision audience shift
BU/Enablement Hub
AI toolset
Need to test before we it makes sense
Scribe catalog (and eventually connected to the Application documentation)
FAQs

New Business

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
Evaluate 1Password for development practices ()
Asana
Any opposition to change the title of the field “PD Lifecycle Status” to “SDLC Lifecycle Status”?
How do we handle the remaining tasks on board?
Some have already been moved to Sprint 20 → Next Sprint
Maintenance & QA Tasks
QA: Expectations task creation of the Development → Experience → Dev feedback loop (Christa has )
Maintenance: This is small, out of left field items. Was there a different way I should have handled this? ​
Confirm old Custom Endpoint has been Decommissioned
Task Project: Developer Sprint Work Priority: Low
Follow up on https://app.asana.com/0/0/1205187526948906/f
Confirm that this endpoint has been decommissioned. https://devapi.ccr.net/custom/hubspot/createportalsforflaggedcompanies
app.asana.com
Nielsen Submitted Bugs/Requests
Confirm process on closing the loop
CCRM Objectives -
Review current objectives
Propose changes to better fit where we are
Python Training
Are we prepared for what happens after everyone goes through the training?
Brave New Work follow-up (Whiteboard
)
Modernization Strategy

ACTION ITEMS

Send Meeting Actions Items to Asana
New Action Items 8/21/2023
View of All Open Tasks

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