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Meeting Agendas - ABC Home & Commercial Discovery

This folder contains meeting agendas for stakeholder discovery during the 4-week engagement.

Discovery Schedule

Week 1: Leadership & Strategic Context (Dec 2-6)

Monday, December 2

Week 2: Department Deep Dives (Dec 9-13)

Scheduled Meetings:

Week 3: Specialist Interviews (Dec 16-20)

Scheduled Meetings:

Week 4: Synthesis & Recommendations (Dec 23-27)

  • Final presentation and recommendations review

Agenda Structure

Each agenda follows a consistent format:

  1. POST-MEETING SUMMARY - Added after meeting, digestible summary of findings
  2. Meeting Objectives - Clear goals for the conversation
  3. Demos/Walkthroughs Requested - What we want stakeholders to show us
  4. Questions to Ask - Comprehensive discovery questions organized by topic
  5. Key Discussion Topics - Strategic conversations needed
  6. Resources Mentioned/Requested - To be filled during/after meeting
  7. Notes - Space for insights, observations, quotes captured during meeting

Post-Meeting Process

After each meeting:

  1. Add POST-MEETING SUMMARY to agenda document

    • Key learnings (3-5 bullets)
    • Answers to key questions (reference Q numbers)
    • Quick wins identified
    • Decisions made
    • Next steps with owners

  2. Update Discovery Wiki

    • Add new systems/tools to Agent Systems Inventory
    • Update KPIs & Performance Metrics
    • Document workflows in Current Workflows section
    • Add pain points to Pain Points & Opportunities
    • Remove answered questions from Open Questions
    • Add Change Log entry

  3. Create transcript (if recorded)

    • Save in /meeting_transcripts/
    • Format: stakeholder_topic_MM_DD_YYYY.md

  4. Create follow-up tasks

    • Schedule shadow sessions if needed
    • Request data or system access
    • Plan next stakeholder meetings

Stakeholder Engagement Status

StakeholderRoleMeeting StatusDate
BoLeadership[DONE] KickoffDec 2
StevenLeadership[DONE] KickoffDec 2
LesOperations[UPCOMING] Week 2TBD
YvetteCSR Operations[UPCOMING] Week 2TBD
JulieIT Systems[UPCOMING] Week 2TBD
David LopezKPIs/Marketing[UPCOMING] Week 2TBD
WhitneyStakeholder[UPCOMING] Week 3TBD
NiteshStakeholder[UPCOMING] Week 3TBD
MonkeyBoy VendorPrevious Vendor[UPCOMING] Week 3TBD

Discovery Focus Areas

Week 1: Strategic Context

  • Company vision and growth objectives
  • Competitive landscape
  • Current AI agent deployment (Andi, Trainer Bot)
  • Business challenges and priorities

Week 2: Operational Deep Dives

  • CSR operations and training workflows
  • Knowledge base completeness and gaps
  • IT infrastructure and system integrations
  • Performance metrics and KPIs
  • Les’s critical knowledge capture

Week 3: Specialized Topics

  • Marketing channels and attribution
  • Vendor relationships and handoffs
  • System architecture details
  • Remaining stakeholder perspectives

Week 4: Synthesis

  • Cross-stakeholder pattern analysis
  • Opportunity identification and prioritization
  • ROI projections and recommendations
  • Implementation roadmap development

Operating Principles

  1. Respect Stakeholder Time

    • Prepare questions thoroughly before meetings
    • Send agenda in advance when possible
    • Stay focused on key objectives

  2. Document Thoroughly

    • Capture insights during meeting in Notes section
    • Add POST-MEETING SUMMARY within 24 hours
    • Update Discovery Wiki promptly

  3. Follow Up Promptly

    • Complete action items on time
    • Request resources/access proactively
    • Schedule next meetings efficiently

  4. Build Trust

    • Validate findings with stakeholders
    • Show value through quick wins
    • Transparent about limitations and unknowns

Communication Protocols

  • Email: Formal updates and deliverable sharing
  • Async Updates: Discovery Wiki and meeting notes
  • Follow-ups: Within 24 hours of meeting
  • Escalations: Contact Uttam directly

Contact:

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