Meetings (7)
Apr 13 7:07PM
Apr 8 7:30PM
Apr 7 7:28PM
Apr 2 5:02PM
Jul 10 12AM
Interlace Health Discussion Interlace Health
Apr 17 12AM
Interlace Health Discussion Interlace Health
Mar 20 12AM
Gainsight / Interlace Health - PX Renewal 2025 Discussion (IH) Interlace Health
Decisions (13)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Action Items (61)
Apr 28, 2026
Share Phoenix Project reference with team
done · View Meeting
Apr 28, 2026
Explore AI self-monitoring and patient data integration concept
done · View Meeting
Apr 28, 2026
Discuss QA bottleneck resolution strategy at open door meeting
done · View Meeting
Apr 28, 2026
Lead QA assessment and unsticking effort
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Apr 28, 2026
Get permission and coordinate QA intervention with leadership
done · View Meeting
Apr 28, 2026
Schedule daily QA standup meetings with Chris and Tavoris
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Apr 28, 2026
Block calendar time for QA work Monday-Wednesday
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Apr 28, 2026
Identify QA resources from Techi X or internal team
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Apr 28, 2026
Develop product board estimation framework for AI vs human work
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Apr 28, 2026
Share product board estimation comments with Katie
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Apr 28, 2026
Coordinate open door strategy reset planning
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Apr 28, 2026
Prepare for open door meeting this afternoon
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Apr 28, 2026
Guide Dawn on director vs manager role transition
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Apr 28, 2026
Implement three-parallel-sprint process for dev/QA/planning
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Apr 28, 2026
Establish dedicated squads for roadmap initiatives
done · View Meeting
Apr 28, 2026
Create KPI dashboard updates for Cody integration
done · View Meeting
Apr 28, 2026
Ensure Michael Carlson has proper refinement process with dev teams
open · View Meeting
Apr 28, 2026
Prepare tech diligence assessment for architecture changes
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Apr 28, 2026
Authorize Power BI license upgrade budget
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Apr 28, 2026
Schedule follow-up meeting with technical team and leadership
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Apr 28, 2026
Prepare options document for reporting/data warehouse solution
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Apr 28, 2026
Quantify Power BI license upgrade costs and migration effort
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Apr 28, 2026
Document data warehouse project status and roadmap alignment
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Apr 28, 2026
Develop data governance policy for ICS data ingestion
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Apr 28, 2026
Align with Dawn on dev team leadership and QA/product management split
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Apr 28, 2026
Meet with Dawn to discuss Tavris role and performance
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Apr 28, 2026
Decide on Tavris employment status and communicate decision
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Apr 28, 2026
Implement camera policy for all standups
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Apr 28, 2026
Meet with Brooks to integrate plan of care work through Cody process
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Apr 28, 2026
Follow up on Cypress runner issue with Vicente
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Apr 28, 2026
Prepare AI agent build update for Friday
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Apr 28, 2026
Share vetted technical project manager resumes with team
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Apr 28, 2026
Discuss feature flag and deployment strategy coupling
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Apr 27, 2026
Call with SAP Podcasting about luxury apartment complex podcast booth
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Apr 27, 2026
Prepare pictures and materials for SAP Podcasting presentation
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Apr 27, 2026
Meet with Dawn to address QA bottleneck and development backlog
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Apr 27, 2026
Enroll Dawn in Executive Office Hours mentorship program
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Apr 27, 2026
Enroll Petty in Executive Office Hours mentorship program
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Apr 27, 2026
Share TikTok management coach videos with Allison for Dawn
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Apr 27, 2026
Have leadership conversation with Allison about setting expectations for Down's communication
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Apr 27, 2026
Reinforce Down's authority and decision-making autonomy
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Apr 27, 2026
Set Azure budget expectations with Down
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Apr 27, 2026
Respond to Down's data storage email with executive framework request
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Apr 27, 2026
Evaluate Michael's director of product role with 90-120 day cap
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Apr 27, 2026
Explore director of engineering role to partner with Down
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Apr 27, 2026
Have strategic conversation with Down about team structure and developer redeployment
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Apr 27, 2026
Send Down TikTok management coach video link
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Apr 27, 2026
Recommend leadership development workshop for Down
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Apr 27, 2026
Follow up with Bryan on QA resolution
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Apr 27, 2026
Schedule follow-up meeting with Philip
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Apr 27, 2026
Evaluate PostHog as Gainsight alternative
done · View Meeting
Apr 27, 2026
Decide on Gainsight renewal strategy
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Apr 27, 2026
Review Gainsight usage analytics
done · View Meeting
Apr 27, 2026
Update organizational chart with revised structure
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Apr 27, 2026
Research and provide Dawn's current salary and raise history
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Apr 27, 2026
Prepare for salary discussion with Alison (HR)
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Apr 27, 2026
Call Tavris to discuss organizational structure implications
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Apr 27, 2026
Prepare and deliver lunch and learn on AI prompting frameworks
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Apr 27, 2026
Explore AI tool for learning epic content
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Apr 27, 2026
Schedule and complete feature categorization work session
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Apr 27, 2026
Scale back petty tasks and focus on product management
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