Meetings (4)
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 (57)
Apr 28, 2026
Send AI project status update
open · View Meeting
Apr 28, 2026
Meet with Tavos to refine Scrum implementation
done · View Meeting
Apr 28, 2026
Meet with team tomorrow for branching and QA strategy sign-off
done · View Meeting
Apr 28, 2026
Document Scrum process refinements
done · View Meeting
Apr 28, 2026
Start monorepo work by end of week
done · View Meeting
Apr 28, 2026
Prepare QA infrastructure for next sprint
done · View Meeting
Apr 28, 2026
Kick off next sprint with new process
open · View Meeting
Apr 28, 2026
Send cookbook recommendation via text
done · View Meeting
Apr 28, 2026
Send email address to Speaker 2 via text
done · View Meeting
Apr 28, 2026
Evaluate forms system external-facing layer approach
done · View Meeting
Apr 28, 2026
Conduct bottleneck analysis meeting with Chris and Brian
open · View Meeting
Apr 28, 2026
Prepare documented process for Scrum implementation
done · View Meeting
Apr 28, 2026
Assess QA problem scope and create recommendations
open · View Meeting
Apr 28, 2026
Block time Wednesday for QA bottleneck analysis
open · View Meeting
Apr 28, 2026
Finalize QA improvement plan by end of next week
open · View Meeting
Apr 28, 2026
Get formal approval for infrastructure/branching strategy work
done · View Meeting
Apr 28, 2026
Implement bug task tracking and metrics capture
done · View Meeting
Apr 28, 2026
Evaluate using Applause for QA testing support
open · View Meeting
Apr 28, 2026
Consider assigning Lamont to help with QA
done · View Meeting
Apr 28, 2026
Determine critical release dates and go-live deadlines
open · View Meeting
Apr 28, 2026
Evaluate consolidating releases 28 and 29
open · View Meeting
Apr 28, 2026
Verify infrastructure stories are in next sprint
done · View Meeting
Apr 28, 2026
Update release notes for version 2.7
done · View Meeting
Apr 28, 2026
Prepare for Reckfield and Story Design meetings
done · View Meeting
Apr 28, 2026
Arrange Michael to join Brooks for Reckfield coverage
open · View Meeting
Apr 28, 2026
Schedule forms system check-in meeting for April 21st
open · View Meeting
Apr 28, 2026
Complete forms system feature updates
done · View Meeting
Apr 28, 2026
Schedule meeting with Speaker 3 for tomorrow
open · View Meeting
Apr 28, 2026
Review email about QA process updates
open · View Meeting
Apr 28, 2026
Create resource allocation plan for QA/Playwright effort
open · View Meeting
Apr 28, 2026
Memorialize QA/Playwright plan in visual documentation
open · View Meeting
Apr 28, 2026
Present QA plan at Friday rock meeting
open · View Meeting
Apr 28, 2026
Assess resource needs for next two months
open · View Meeting
Apr 28, 2026
Finalize Scrum Developer Guide documentation
open · View Meeting
Apr 28, 2026
Prepare to present plan to Peter and Allison
open · View Meeting
Mar 17, 2026
Debrief on Glenn Merzer's passport assessment
done · View Meeting
Mar 17, 2026
Send calendar invite for Q2 planning meeting
done · View Meeting
Mar 17, 2026
Update Slack notification settings
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Review and approve generated blog posts
done · View Meeting
Mar 17, 2026
Consider inviting Juliana Heber for podcast and event
done · View Meeting
Mar 17, 2026
Share free membership list for review
done · View Meeting
Mar 17, 2026
Request update to 'looking ahead' section
done · View Meeting
Mar 17, 2026
Update SOP document with Potaize blog post URL step
done · View Meeting
Mar 17, 2026
Send team-agreed values to Next Wave
done · View Meeting
Mar 17, 2026
Request visual improvements to values section
done · View Meeting
Mar 17, 2026
Reword 'True Impact' claims section
done · View Meeting
Mar 17, 2026
Gather community testimonials for impact report
done · View Meeting
Mar 17, 2026
Meet with Zmina to discuss impact report statistics
done · View Meeting
Mar 17, 2026
Send calendar invite for Saturday 9am meeting
done · View Meeting
Mar 17, 2026
Check Coursera for free Google Ads courses
done · View Meeting
Mar 17, 2026
Inform Andrea of Google Ads requirements
done · View Meeting
Mar 17, 2026
Create Google Ads statistics slide for weekly metrics
done · View Meeting
Mar 17, 2026
Create Slack channel for Google Ads updates
done · View Meeting
Mar 17, 2026
Request Google Ads tutorial from Google
done · View Meeting
Mar 17, 2026
Remove pbnsg@gmail account from Google Ads access
done · View Meeting
Mar 17, 2026
Follow up with Andrea on social media strategy status
done · View Meeting