Meetings (5)
Apr 27 12:57PM
Apr 20 9:44PM
Apr 20 9PM
Apr 20 8:53PM
Apr 3 12:53PM
Action Items (41)
Apr 28, 2026
Fix proposal formatting (font sizes and alignment)
open · View Meeting
Apr 28, 2026
Send proposal for signature
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Apr 28, 2026
Record Claude Code vibe session and share with David
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Apr 28, 2026
Schedule one-hour AI/Claude Code strategy session with David
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Apr 28, 2026
Coordinate with Scott on AI framework training
done · View Meeting
Apr 28, 2026
Clarify project scope with Terry regarding beta ramp project
done · View Meeting
Apr 27, 2026
Track team hours weekly to stay within $16,000 monthly budget
pending_review · View Meeting
Apr 27, 2026
Lead day-to-day program management as point person
done · View Meeting
Apr 27, 2026
Evaluate Regal Credit team structure and organization
done · View Meeting
Apr 27, 2026
Attend Regal Credit data lake advisory committee meeting
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Apr 27, 2026
Loop security expert into data lake advisory meeting
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Apr 27, 2026
Request full team assessment documents from Regal Credit
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Apr 27, 2026
Develop initial assessment and game plan for Regal Credit
done · View Meeting
Apr 27, 2026
Schedule weekly check-in call with Regal Credit CEO
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Apr 27, 2026
Implement agile process and sprint planning guidance
done · View Meeting
Apr 27, 2026
Develop Rouse Dev and Rouse Biz architecture documentation
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Apr 27, 2026
Assess Salesforce vs custom hub solution for Regal Credit
done · View Meeting
Apr 27, 2026
Develop data lake architecture and strategy
done · View Meeting
Apr 27, 2026
Request access to Regal Credit documentation links
pending_review · View Meeting
Apr 27, 2026
Review Regal Credit team assessment documents
done · View Meeting
Apr 27, 2026
Digest Regal Credit documentation within 24 hours
done · View Meeting
Apr 27, 2026
Conduct one-on-one interviews with Regal Credit engineering team
pending_review · View Meeting
Apr 27, 2026
Attend existing Regal Credit team meetings
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Apr 27, 2026
Introduce TechCXO team to Regal Credit engineering team
done · View Meeting
Apr 27, 2026
Set up Claude Enterprise account for Regal Credit
done · View Meeting
Apr 27, 2026
Develop AI engineering standards for Regal Credit
done · View Meeting
Apr 27, 2026
Assess Regal Credit DevOps needs
done · View Meeting
Apr 27, 2026
Digest project documents and create 30-day plan
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Apr 27, 2026
Conduct discovery interviews with client team
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Apr 27, 2026
Schedule weekly one-hour check-in meetings
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Apr 27, 2026
Divide work responsibilities between David and Andrew
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Apr 27, 2026
Conduct Friday morning team check-in
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Apr 27, 2026
Schedule Friday afternoon client call
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Apr 27, 2026
Coordinate meeting setup with client contacts
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Apr 27, 2026
Evaluate orchestration engine options with Scott
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Apr 27, 2026
Create time tracking spreadsheet for project
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Apr 27, 2026
Follow up with Bubblewise if no contact by Thursday
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Apr 27, 2026
Provide weekly bullet points for Regalcredit meeting
done · View Meeting
Apr 27, 2026
Call Regalcredit Anthony tomorrow at 6 pm
pending_review · View Meeting
Apr 27, 2026
Conduct one-on-one interviews this week
done · View Meeting
Apr 27, 2026
Send Rogers and Holins agreement for signature
pending_review · View Meeting