A-10399

Notes:

Arrived at the Office – Nic went to prepare agenda for all Team Meeting at Noon. We got lunch orders in for everyone.

The pile of new equipment went untouched. I grabbed Ricky.

Ricky and I had a great one on one. We started with the equipment inventory check in and staging process. He showed me what he was doing, which was about 50-60% of what we have discussed in the past. The door certainly was not locked and the overall process is undocumented and not-enforced. We discussed and agreed on changes and that we need to write this down and get adoption. I also said I would kick off the initiative with the projects team after the team meeting.

We then discussed project management leadership roles. Ricky and I discussed why even purchasing a new harddrive or monitor or stick of ram for a single machine can lead to large opportunities and why it is important that we have the same process for small gear as well as full big project gear. I can go deeper on this conversation and reasoning. Ricky also had concerns that say a Scissor lift is needed for a project, someone like Wes should "just handle it". I did not agree with that because it does need to get communicated and be part of our opportunity process. We need to ask questions during all opportunities, especially with a scissor lift and safety requirements in an opportunity, and determine upfront if those should be needed and if so to get it in the estimate. I think Ricky and I realigned.

Our next discussion was a concern of "work from home", "travel on company time", scheduling/hours. My overall advice was: Depends on the job position. NOC/Help desk people must be on-time and in their chairs professionally dressed and ready to work at home or in-person because the phone starts ringing at 8am. Other positions its more of "are you getting your work done" and "can we measure how much work you're doing so we can determine your capacity".

Ricky concern was around the travel on company time. For instance, Ricky hours are from 6am-2pm because he wants the afternoons to bike. He says well I get up and drive in from 5-6am, so I am arriving at the office at 6am and working my hours and going home. But days like today (Friday) Remote workers will start at say 7am, roll out of bed walk over to their computer and start working. Then they stop working, get ready, and drive into the office, so they are driving to the office on "company time". My short answer is if their work is getting done I don't think we should care. If they are missing meetings, client discussions, cooperative team work, or we can't accurately measure their productivity or capacity, then we have a problem. Salary employees are just that.

It was a good re-aligning discussion.

We then had the team meeting.

I collected Wes, Jose, Mark, and Ethan and walked through the equipment checkin and staging process. I asked someone to take the lead on documenting that process, and to do it the way "Ricky would like to see it" – so it can be drafted and given to Ricky for review/changes. No one really jumped at that, I will need to follow up on that, and likely get involved.

Amazingly once we were done with that no one rushed out there and got the equipment off the floor they all went back to whatever they were doing before we discussed this. I got frustrated and held that in for a bit.

We then spent some time mapping on the marker board the sales process. We also went through Hubspot during that conversation to figure out lifecycles, lists, and stages of deals. We are going to modify the Hubspot deal stages. (this needs to be an action item as well). We also discussed that some ICPs will have different sales pathways than other ICPs. a sub-20 user account likely needs more immediate gratification and less process. Larger ICPs with 30/50/90 machines require a more in-depth sales pathway, their environments are very complicated and unique.

I also asked him to share all the Canva projects with me and give me everything else on one of my USB drives. Nic did get me invited into Canva and I now have access to all the canva projects, we did not get around to getting me the USB data. I will ask Nic to pack that up for me and send it over.

I then met with Mark, we went through all of the projects. I then wanted to set out that we would "work on moovila" goals each week. The goals this coming week will be:

Lucid Medical Solutions:

He is going to get critical path corrected on this project.

He is going to review all time is accurate, milestones, and clean up/out anything that is not meant to be in there but from template and anything that might need to get added to the template.

Get a firewall project "signed off" on. Get a Survey out on that firewall project success.

Action Items:

Make deal stage changes in Hubspot (if I have the permissions).

Get copies or access to current marketing folder and prior/old marketing folder.

Mark – Moovila – two goals followed up on this week for Lucid.

Firewall project sign off and Survey

Completed by: George Fassett