Meeting Title: PMO-Delivery Review Date: 2025-08-08 Meeting participants: Giselle Agot, Amber Lin
WEBVTT
1 00:18:44.420 ⇒ 00:18:46.020 Amber Lin: Hi, Giselle, I’m so.
2 00:18:48.560 ⇒ 00:18:51.940 Amber Lin: I totally forgot I was doing something else.
3 00:18:52.080 ⇒ 00:18:53.279 Giselle Agot: All good.
4 00:18:55.892 ⇒ 00:19:02.540 Amber Lin: Yeah, I think that’s just mostly want to check in to see how you’re feeling. It’s been. It’s the 1st week here.
5 00:19:03.070 ⇒ 00:19:08.480 Amber Lin: How are you feeling with different tasks and responsibilities what I can help you with.
6 00:19:09.260 ⇒ 00:19:23.879 Giselle Agot: 1st is, I’m at the moment I’m trying to understand what the business is. When I attended the meeting with autumn and Mustafa. I’ve met with Mustafa earlier today, and he did
7 00:19:24.150 ⇒ 00:19:29.062 Giselle Agot: teach me a little about AI stuff. So it is very helpful. So
8 00:19:30.080 ⇒ 00:19:44.069 Giselle Agot: I did not understand what they were talking about in the call, and I was like, if ever I’ll be transitioning with this project, I want to understand and be confident in this call that I will be able to handle it really well, like, how.
9 00:19:44.580 ⇒ 00:20:06.509 Giselle Agot: if ever the clients, when we have questions, follow up questions about the project something like that. So Mustafa is very helpful, like I really ask him earlier when we had our call, and he said that in the in those calls he will be available if ever I have any questions, and it’s also helpful when we have those pre meetings before the client meeting so that.
10 00:20:06.510 ⇒ 00:20:06.870 Amber Lin: Next.
11 00:20:06.870 ⇒ 00:20:21.880 Giselle Agot: So. That was the that I was like overwhelmed about the the scope or the the what AI. Honestly, it’s very technical. So I’m trying my best to understand it.
12 00:20:22.130 ⇒ 00:20:25.928 Giselle Agot: And then I also met with Alex yesterday.
13 00:20:26.940 ⇒ 00:20:45.129 Giselle Agot: we. We had a discussion about project management, and I did tell him that I’ve created some sops like draft sops that I’m I think that I that I would like to suggest to add in your process. So yeah, I think.
14 00:20:45.800 ⇒ 00:20:53.201 Giselle Agot: actually, that’s my forte, like grading the sops. I’m not sure how you go about it yourself, because I did see your format. But
15 00:20:53.660 ⇒ 00:21:04.929 Giselle Agot: I wanted to understand more how? You know, because I when I when I created a an sop and notion, there’s already a format like there’s a
16 00:21:05.080 ⇒ 00:21:11.579 Giselle Agot: an observation something like that that was already on there. So I I wanted to the same one like, Yeah.
17 00:21:11.580 ⇒ 00:21:21.529 Amber Lin: I don’t really have a format for sops. I usually just. I just write the process in. I do think there should be like a purpose of what this sop is for.
18 00:21:22.020 ⇒ 00:21:31.319 Amber Lin: And then detailed steps. But we don’t have a standard sop format yet. We could work with Rico also to develop that. I think that will be a great chance to do it.
19 00:21:32.550 ⇒ 00:21:45.185 Giselle Agot: okay, yeah, I talked about like the meeting structure with Alex yesterday. And he somehow agreed like, yeah, we should have like agenda in our meetings or in your meetings, so that
20 00:21:46.194 ⇒ 00:22:01.575 Giselle Agot: I’ve noticed that sometimes our meetings would go over time so as much as possible, because I know you have a lot of meetings. I I always see your calendar like you’re super busy. That’s why, when I message you yesterday, like I didn’t want to bother you because of just a simple question. So
21 00:22:03.126 ⇒ 00:22:10.970 Giselle Agot: maybe a meeting like making sure that it’s on time, so that you will have room for let’s just say the next meeting, or.
22 00:22:11.600 ⇒ 00:22:24.800 Giselle Agot: So if we have the meeting agenda, I believe. That may help in making these meetings. On time and not go over time. So I suggested that with Alex yesterday, yeah.
23 00:22:24.800 ⇒ 00:22:25.730 Amber Lin: Sounds, great.
24 00:22:26.040 ⇒ 00:22:35.179 Giselle Agot: Yeah, other than that. It’s it’s the insomnia task that I did earlier today. That was the challenge. Actually, I’m not really into data.
25 00:22:35.470 ⇒ 00:22:36.430 Giselle Agot: Like.
26 00:22:36.610 ⇒ 00:22:51.260 Giselle Agot: like the the spreadsheet, something like that. So it I really had to understand the loom video and the the sop that you created. I I did have a question about you know a certain
27 00:22:52.031 ⇒ 00:23:06.359 Giselle Agot: you know. Step there. That is different. What I read in the sop and also in the loom video. That’s why it took me time, and I think there was also a confusion on the dates on where I put it in, because in my understanding.
28 00:23:07.030 ⇒ 00:23:16.589 Giselle Agot: The the dates here. The the current date that we have here is ahead of you. So it was supposed to be August 7, and.
29 00:23:16.590 ⇒ 00:23:17.340 Amber Lin: Don’t!
30 00:23:17.340 ⇒ 00:23:25.870 Giselle Agot: And then I saw that Robert was taking a screenshot of August 8. So I I was a bit confused about it also.
31 00:23:28.180 ⇒ 00:23:29.446 Amber Lin: I see.
32 00:23:30.980 ⇒ 00:23:38.330 Amber Lin: let’s let’s go about it one by one, I think, for the installment cookies is the date stuff clarified, or is that still a question.
33 00:23:40.211 ⇒ 00:23:48.059 Giselle Agot: Robert did send me a long video explaining my the the what I missed, and what I had confusion on so
34 00:23:48.798 ⇒ 00:23:59.309 Giselle Agot: hopefully by Monday since I I did take the time to understand it now. Hopefully, by Monday I won’t have any issues like I won’t have any problems, doing that by Monday.
35 00:23:59.310 ⇒ 00:24:12.640 Amber Lin: I think you filled in it correctly. It was just the wrong date, and I think it makes sense because you are a day ahead of time, and then maybe when you did the math, it kind of got messed up, which is understandable. Usually.
36 00:24:13.420 ⇒ 00:24:28.716 Amber Lin: So when you do the date, just think of what day is. It is in est at that at that time, and then it should be the same date on, you know, on the top. There’s 2 dates right. There’s
37 00:24:29.400 ⇒ 00:24:32.060 Amber Lin: Let me let me share. Screen.
38 00:24:36.750 ⇒ 00:24:43.299 Amber Lin: Somnia cookies, 1010 that one.
39 00:24:43.790 ⇒ 00:24:47.679 Amber Lin: So there’s 2 dates.
40 00:24:47.890 ⇒ 00:24:48.580 Giselle Agot: You know.
41 00:24:49.050 ⇒ 00:25:04.319 Amber Lin: That is the day that you’re filling it in. So use we fill in the morning for the what happened in the previous day. Right? So say today is this, and we are filling in for what happened yesterday on Thursday.
42 00:25:04.470 ⇒ 00:25:05.130 Giselle Agot: So.
43 00:25:06.060 ⇒ 00:25:21.539 Amber Lin: You should match it to this date and say, okay for Thursday. What happened here? I’m going to take all the dates matching for Thursday, August 7, th and take the braise items and fill it in here as well.
44 00:25:23.900 ⇒ 00:25:29.380 Giselle Agot: Okay. So the data also is from August, right?
45 00:25:29.940 ⇒ 00:25:30.560 Amber Lin: Yeah.
46 00:25:31.110 ⇒ 00:25:32.000 Giselle Agot: Okay.
47 00:25:32.750 ⇒ 00:25:37.940 Giselle Agot: okay, that’s where I got confused because there’s August 7 here at the right, and then August.
48 00:25:37.940 ⇒ 00:25:41.499 Amber Lin: Yeah, I think you filled it in here. Probably that was what happened.
49 00:25:44.680 ⇒ 00:25:49.630 Giselle Agot: Yeah, that’s that was in in the bottom, the one that I missed, the one in the bottom.
50 00:25:49.840 ⇒ 00:25:50.450 Giselle Agot: There.
51 00:25:50.450 ⇒ 00:25:56.400 Amber Lin: Oh, I see. Did you figure out how to fill these? Was that clear for you?
52 00:25:57.130 ⇒ 00:26:02.810 Giselle Agot: I use the formula in in the sop
53 00:26:03.410 ⇒ 00:26:07.930 Giselle Agot: I went to the other sheet. What was that sheet on?
54 00:26:09.220 ⇒ 00:26:10.340 Giselle Agot: See.
55 00:26:10.580 ⇒ 00:26:12.490 Amber Lin: You download it from the email right?
56 00:26:12.490 ⇒ 00:26:15.510 Giselle Agot: Yeah. Only email in outlook.
57 00:26:16.340 ⇒ 00:26:17.360 Amber Lin: I remember.
58 00:26:18.320 ⇒ 00:26:23.160 Giselle Agot: I downloaded it, and there was a formula that I follow.
59 00:26:23.780 ⇒ 00:26:30.550 Giselle Agot: and that that’s how we came up with that format, because if you go to the sheet from.
60 00:26:32.454 ⇒ 00:26:42.749 Amber Lin: Yeah, I remember, I did the process too. I just thought I did it yesterday, and there was no nothing, i can fill in with, but I ran through the same process. I know. I know what you’re
61 00:26:42.980 ⇒ 00:26:45.419 Amber Lin: what, what’s hard about it, and what
62 00:26:45.630 ⇒ 00:26:48.199 Amber Lin: you might get confused on. So I understand.
63 00:26:49.580 ⇒ 00:26:58.032 Giselle Agot: Okay. Can you show me how you put in the formula, for I’m just trying to check if I did it right.
64 00:26:58.570 ⇒ 00:27:00.720 Giselle Agot: the first.st
65 00:27:00.720 ⇒ 00:27:01.170 Amber Lin: So.
66 00:27:01.170 ⇒ 00:27:06.069 Giselle Agot: The. Oh, yeah, I have an issue with the Meta Ads, Facebook.
67 00:27:06.650 ⇒ 00:27:10.529 Amber Lin: Yeah, I don’t think any of us can log in right now. I.
68 00:27:10.530 ⇒ 00:27:10.870 Giselle Agot: Okay.
69 00:27:10.870 ⇒ 00:27:17.060 Amber Lin: You and I both can’t log in. Robert logged in, but it was not updated. So he said, It’s okay.
70 00:27:17.370 ⇒ 00:27:17.700 Giselle Agot: Oh!
71 00:27:17.700 ⇒ 00:27:20.420 Amber Lin: So alright. These are.
72 00:27:22.080 ⇒ 00:27:31.990 Amber Lin: These are the numbers we want to fill in, right? So on here, I’m gonna say, equals that cell
73 00:27:32.190 ⇒ 00:27:34.099 Amber Lin: times a hundred.
74 00:27:34.800 ⇒ 00:27:36.629 Amber Lin: Then you can drag it.
75 00:27:38.512 ⇒ 00:27:40.000 Amber Lin: Drag it this way.
76 00:27:40.000 ⇒ 00:27:40.460 Giselle Agot: Yeah.
77 00:27:40.460 ⇒ 00:27:51.310 Amber Lin: Dragging that never mind, not that, not that one, and then also equals this times a hundred.
78 00:27:51.890 ⇒ 00:27:55.449 Amber Lin: and then you can click on this and then drag it down.
79 00:27:55.790 ⇒ 00:27:56.165 Giselle Agot: Yeah.
80 00:27:56.990 ⇒ 00:27:58.920 Amber Lin: Yeah, I think you did the right thing.
81 00:27:59.420 ⇒ 00:28:04.589 Giselle Agot: Yeah, I I was thinking I did it wrong, but I put it in the wrong cell.
82 00:28:06.520 ⇒ 00:28:14.559 Giselle Agot: But other than that, I was able to complete the others, like the the easy part actually so.
83 00:28:14.760 ⇒ 00:28:22.069 Amber Lin: That’s awesome. I I think that also helps you get a sense of what we are doing. Because essentially
84 00:28:22.360 ⇒ 00:28:33.549 Amber Lin: as a data company, it’s just you have. Say, for example, this company sells cookies right? And what we’re doing for them is that they have.
85 00:28:33.870 ⇒ 00:28:39.719 Amber Lin: They sold like millions of cookies at thousands of different stores.
86 00:28:39.770 ⇒ 00:29:02.289 Amber Lin: How do we know how they sold them right? How do we know? How many did they sell? So how many did they sell the number? Is it something data that we deal with? What price did they sell at right? And then, was it on a discount? Was it a promotion? And then what are the different cookies?
87 00:29:02.290 ⇒ 00:29:10.263 Amber Lin: And so all of these are data that we that we, as a company, we help them organize it, and we help them.
88 00:29:10.880 ⇒ 00:29:31.600 Amber Lin: present to someone to say, Hey, yesterday you sold this many cookies, but today you didn’t sell that much. And this is why? Because for this specific type of cookie, you sold a lot less, or for that particular store, you didn’t sell anything. So that’s what data does. And you know, when there’s
89 00:29:31.920 ⇒ 00:29:35.709 Amber Lin: a supply chain they’re trying to get.
90 00:29:36.170 ⇒ 00:29:49.950 Amber Lin: Calculate how much stock of cookies they still have, or for marketing, it’s okay. What type of ads should I put out for these cookies, and then we help them calculate. Okay, you put out this
91 00:29:50.180 ⇒ 00:30:05.631 Amber Lin: this one ad and that gave you say, 10,000 more cookies, sales. And so those are all data that we deal with. So essentially, it’s about how a business functions.
92 00:30:06.300 ⇒ 00:30:31.890 Amber Lin: maybe when you rem, remember, you did, customer service is okay, like, if this, how many customers are calling in, how many customers are canceling? And how does that affect the revenue like? That’s the type of data we deal with. It sounds fancy, but essentially everything that happens in the business, like we have to know what’s happening. And that’s just how we know how what’s happening.
93 00:30:32.300 ⇒ 00:30:33.640 Giselle Agot: Yeah, I agreed.
94 00:30:34.000 ⇒ 00:30:39.189 Amber Lin: Oh, yeah. And then I think on the Pm side.
95 00:30:40.058 ⇒ 00:30:46.331 Amber Lin: I do want to see if I can walk you through how we use linear
96 00:30:46.750 ⇒ 00:30:47.110 Giselle Agot: Yeah.
97 00:30:47.110 ⇒ 00:30:53.480 Amber Lin: But I don’t know when you’re still online, because I have another call that I need to hop to.
98 00:30:55.080 ⇒ 00:30:59.769 Giselle Agot: Actually, yesterday, after our call with default, I was adding task and linear.
99 00:30:59.910 ⇒ 00:31:20.510 Giselle Agot: and I talked to Mustafa earlier, and she said, and I asked him about it like, did I put it right? And he said, Yeah, you actually put it right on linear. And I used the transcript from the call because there were some terms that I didn’t really understand in the call. So I asked him about it, and he said, I that yeah, you put it right.
100 00:31:20.640 ⇒ 00:31:28.029 Giselle Agot: And then he also showed me on some of the like. He walked me through about linear also earlier, so.
101 00:31:28.030 ⇒ 00:31:36.319 Amber Lin: Oh, that’s well, that’s awesome. He’s great. Yeah for any questions. He he’s a really good communicator, and you can ask him, and he’ll help.
102 00:31:36.320 ⇒ 00:31:56.410 Giselle Agot: Is very helpful, and then I ask him like, let’s say, if I add a task here, do you need me to like, really provide in details and descriptions in every task, let’s say, because for me, it’s best that we add in description, and he said that I might not really take so much time, adding that because some of the
103 00:31:57.015 ⇒ 00:32:07.119 Giselle Agot: items discussing the meeting might be too technical. So I’m it may take time for me to get all the right details, but he said that there’s a recording that you can reference to. So that’s all good.
104 00:32:07.120 ⇒ 00:32:35.860 Amber Lin: Totally, I think, for us as Pm’s, because there’s so many tasks that we need to track as long as the heading of the ticket is accurate, and because we all AI generate our tickets as long as the heading we edit it like with like with our brains. And think about oh, this is what’s talked about. I know what this means. As long as the title makes sense the content we can. You can let the engineers like you can tag them and say, Hey, figure out what should go in this ticket.
105 00:32:36.520 ⇒ 00:33:00.620 Giselle Agot: Okay. My question there, I asked him, was the timeline for each task like, I don’t have any clear idea like how much time it will take for the engineers to complete a specific task. So I just give it 5 days. But I’m not really sure like, if ever I’m managing a project I really wanted to put in a due date for each task. So yesterday, when I added in it, in on linear, I put 5 days.
106 00:33:01.060 ⇒ 00:33:07.050 Giselle Agot: But, some of these may be quick to complete just.
107 00:33:07.050 ⇒ 00:33:07.520 Amber Lin: Yeah.
108 00:33:07.896 ⇒ 00:33:12.409 Giselle Agot: So do. You have, like a standard timeline for task or.
109 00:33:12.410 ⇒ 00:33:31.400 Amber Lin: So I think I wouldn’t know for each task, because each of them are different. However, I use AI to provide an estimate on the time. So one story point for us is 2 h right? And when I create tickets with AI, that’s what I asked it. I asked, okay, how long
110 00:33:31.678 ⇒ 00:33:50.030 Amber Lin: provide an estimate for me, and it usually estimates like 1 point or 3 point or 5 points, and whatever that is, and that gives me a sense of okay, if it’s 5 points, it probably takes a day or more, and that should be later. Or if it only takes 1 point, it’s reasonable that I asked it to be done today or early tomorrow.
111 00:33:51.070 ⇒ 00:33:52.550 Giselle Agot: Okay, got it.
112 00:33:52.650 ⇒ 00:34:02.760 Giselle Agot: And then I also saw that you transferred me a meeting. That’s default bi-weekly. Rooming. Call everybody.
113 00:34:02.760 ⇒ 00:34:03.340 Amber Lin: Yeah.
114 00:34:03.340 ⇒ 00:34:12.690 Giselle Agot: So. So I’m just checking if, since I that’s transferred to me, so do I schedule that with the same people like Henry Mustafa and Autumn.
115 00:34:13.008 ⇒ 00:34:26.399 Amber Lin: They’re all in the meeting. I just don’t know if you still want to do grooming, if it’s needed or not. You can look at the cause. You’ve done grooming. I I bet you know what grooms are for it. Just
116 00:34:26.530 ⇒ 00:34:46.109 Amber Lin: if you think you still need it. You can think about like this this size of a project need grooming, and if you need to keep it, if you don’t we can get rid of it. And then the team will follow your instructions, and if you want to do it you can try it out and then get rid of it. Later.
117 00:34:46.650 ⇒ 00:34:47.360 Giselle Agot: Okay, depending.
118 00:34:47.360 ⇒ 00:34:48.789 Amber Lin: Thank you. Yeah.
119 00:34:48.969 ⇒ 00:34:49.799 Giselle Agot: Okay?
120 00:34:50.069 ⇒ 00:34:53.639 Giselle Agot: And then other questions that I have.
121 00:34:54.979 ⇒ 00:35:11.449 Giselle Agot: Oh, there was, Alex told me that you have your Monday check in, or something for pm. Stuff. I know that’s later in the afternoon. I I would also like to attend to that, so I can just log out and then hop in, same as what I did yesterday.
122 00:35:12.670 ⇒ 00:35:30.240 Amber Lin: Okay, I think, for usually it’s on Monday for next week. It’s going to be on Thursday because Alex is out. It’s at 3 pm, my time. So that’s gonna be 6 pm. Est. I don’t know what that is like for you.
123 00:35:30.720 ⇒ 00:35:35.870 Giselle Agot: Oh, the same as yesterday. We met 6 o’clock 6 pm. Yes, so.
124 00:35:35.870 ⇒ 00:35:40.610 Amber Lin: Yeah, cause Alex is working another job, so he has to get off work and come meet.
125 00:35:40.610 ⇒ 00:35:43.230 Giselle Agot: Okay, it’s fine. I I can attend to that.
126 00:35:43.806 ⇒ 00:35:47.840 Giselle Agot: I can just hop log off and then hop back in.
127 00:35:47.960 ⇒ 00:35:53.020 Giselle Agot: because I also wanted to understand further, like the processes that you have.
128 00:35:53.020 ⇒ 00:35:54.170 Amber Lin: Yeah. Totally.
129 00:35:54.450 ⇒ 00:35:55.240 Giselle Agot: Okay?
130 00:35:55.870 ⇒ 00:35:56.680 Giselle Agot: And
131 00:35:57.920 ⇒ 00:36:10.100 Giselle Agot: yeah, overall this week. I I’d say I did not have much done yet, like, I’m trying to understand everything, and get myself
132 00:36:10.560 ⇒ 00:36:20.809 Giselle Agot: did so hopefully. By next week I should have more stuff going on. Autumn asked me to work with default and
133 00:36:22.070 ⇒ 00:36:24.190 Giselle Agot: edit default.
134 00:36:25.700 ⇒ 00:36:37.360 Giselle Agot: let me see here, yeah, with the projects and making sure that we’re up to date for default and interlude, I learned from Mustafa that both clients are new just few weeks. So.
135 00:36:37.910 ⇒ 00:36:44.160 Giselle Agot: I was looking for the project. Scope in notion.
136 00:36:44.926 ⇒ 00:36:47.779 Amber Lin: There’s no scope for interlude. I don’t think.
137 00:36:48.680 ⇒ 00:36:50.170 Giselle Agot: Oh, okay.
138 00:36:50.460 ⇒ 00:37:10.659 Amber Lin: Yeah, that’s something you should chase after to get he knows the scope. So if you want to write something down, you can ask him to. You can create what you like, based on the meaning transcripts and create what you think it is, or ask some stuff or ask him because we don’t have that in place.
139 00:37:11.250 ⇒ 00:37:21.750 Giselle Agot: Okay, okay, all right. That’s why, yeah, I was looking for that. So that I’ll understand more about the client. But okay, got it. Is that also the same with default or default has projects.
140 00:37:22.690 ⇒ 00:37:44.980 Amber Lin: default. There’s 2 sides. So one is just consulting which Utam just calls the clients. And the one side is product analytics. We have some sort of a scope. I don’t know if this has changed, but it’s sort of documented in notion, based on what I know. But when, whatever whatever happened after I handed it off. I don’t know.
141 00:37:45.820 ⇒ 00:37:46.930 Giselle Agot: Oh, okay.
142 00:37:47.200 ⇒ 00:37:47.780 Amber Lin: Yeah.
143 00:37:48.620 ⇒ 00:37:52.659 Giselle Agot: Okay? And during the calls that you have with these clients like, do you also.
144 00:37:53.737 ⇒ 00:38:00.100 Giselle Agot: discuss like on the project management side? Or it’s more of like observing these calls.
145 00:38:01.033 ⇒ 00:38:04.070 Amber Lin: I think when I was on those
146 00:38:04.350 ⇒ 00:38:20.910 Amber Lin: that particular project I didn’t have time, so I didn’t really go to the meetings, and I just took the transcripts, made whatever tickets that popped up because we did have a roadmap. And we did have original tickets. I just don’t know what ha! What is happening now? But
147 00:38:22.070 ⇒ 00:38:33.479 Amber Lin: I think for you to be at the meetings. It’s if anything comes up. To document that if the client asks about, okay, what is the progress of current stuff?
148 00:38:34.145 ⇒ 00:38:34.500 Amber Lin: Yeah.
149 00:38:34.500 ⇒ 00:38:35.140 Amber Lin: Can.
150 00:38:35.250 ⇒ 00:38:43.129 Amber Lin: at at least for those that have deadlines. You can. You can tell them, hey, this is scheduled, this task is noted, and then we’ll do this.
151 00:38:43.680 ⇒ 00:38:45.090 Giselle Agot: Okay. Okay.
152 00:38:45.090 ⇒ 00:38:45.640 Amber Lin: Yeah.
153 00:38:46.240 ⇒ 00:39:00.299 Giselle Agot: Yeah, because I was listening to like past calls. And I did see. But I did not hear anything, so I was like, if ever I’ll be in this call, what do I need to discuss anything or.
154 00:39:00.300 ⇒ 00:39:25.410 Amber Lin: Oh, I see, I think on default and interlude. You won’t have to be alone with the clients, because Utam is on the project that he like he will be responsible for client communication. We could work together. I I think it’s it’ll be nice if we work together on a project management plan for those 2 clients together. We already have something for default, but it needs to get updated.
155 00:39:26.490 ⇒ 00:39:27.440 Giselle Agot: Okay.
156 00:39:28.830 ⇒ 00:39:29.410 Amber Lin: Have you?
157 00:39:31.130 ⇒ 00:39:33.789 Giselle Agot: Or these type of clients. Right?
158 00:39:34.380 ⇒ 00:39:40.749 Amber Lin: Yeah, cause it’s a little bit different than the bigger ones, like there’s less meetings. And I wanted
159 00:39:41.450 ⇒ 00:39:47.639 Amber Lin: develop one with you of how we should manage these clients, because we don’t have a standard process for these yet.
160 00:39:48.000 ⇒ 00:39:54.429 Giselle Agot: Okay, got it? Yeah, I’ll come up with something. That will be. I’ll add it on my list.
161 00:39:54.950 ⇒ 00:39:56.832 Amber Lin: Yeah, let me
162 00:39:59.110 ⇒ 00:40:02.400 Amber Lin: Are you in the project management team on linear?
163 00:40:02.530 ⇒ 00:40:05.039 Amber Lin: I don’t think so. Let me add, you.
164 00:40:07.750 ⇒ 00:40:11.460 Giselle Agot: I only have interlude. Oh, I’m I’m there now.
165 00:40:11.690 ⇒ 00:40:23.880 Amber Lin: Yeah, okay, I just added you. So I if you go to actually let me just share my screen. I think we have 20 min left. So I have. These are my different client projects.
166 00:40:24.300 ⇒ 00:40:52.020 Amber Lin: I usually go to say here all issues, but it gets really confusing. So I go to pro. I try to keep everything in projects. So usually, you see here, I’ll have a no project item, and then I will put any of these into projects if I need like. Usually usually this is empty for me. But I didn’t have time to spend on ABC, so usually this is like most of them are just empty.
167 00:40:52.190 ⇒ 00:40:57.589 Amber Lin: And then so once everything is in
168 00:40:57.990 ⇒ 00:41:08.973 Amber Lin: projects. So right here I have one for default. Let me create one for interlude. So if you want to create projects. There’s a button here, or I, I do
169 00:41:10.090 ⇒ 00:41:11.330 Amber Lin: do this.
170 00:41:12.636 ⇒ 00:41:16.139 Amber Lin: The the interlude.
171 00:41:16.430 ⇒ 00:41:20.215 Amber Lin: I just. I usually I try to keep it separate because,
172 00:41:20.840 ⇒ 00:41:25.579 Amber Lin: I use the teams to track actual work on the project and use this to
173 00:41:25.710 ⇒ 00:41:31.890 Amber Lin: track any stuff I need. I think this is these are done.
174 00:41:33.950 ⇒ 00:41:38.950 Amber Lin: Alright, let’s okay.
175 00:41:43.720 ⇒ 00:41:44.400 Amber Lin: Okay.
176 00:41:44.970 ⇒ 00:41:49.899 Amber Lin: So gonna assign this to you. And then.
177 00:41:50.901 ⇒ 00:41:55.390 Amber Lin: I’m gonna link the project management plan there.
178 00:41:55.990 ⇒ 00:41:58.410 Amber Lin: The phone.
179 00:42:00.330 ⇒ 00:42:01.080 Amber Lin: Oh.
180 00:42:05.800 ⇒ 00:42:21.509 Amber Lin: so usually, we keep, we document, okay, what are the scope? So the main 2 projects. And then what are the rituals that we do? And then what are who are the stakeholders?
181 00:42:21.650 ⇒ 00:42:28.660 Amber Lin: I’m gonna take my name out. So I’m gonna put your name there and then.
182 00:42:29.960 ⇒ 00:42:33.500 Amber Lin: so I will. We can update this.
183 00:42:34.840 ⇒ 00:42:48.949 Amber Lin: And then I don’t know what the sprint schedule is like, so sprint schedule is what they plan to do. Each sprint, so I think it’ll be great when you ask for Utam about the scope to also understand the sprint schedules.
184 00:42:49.340 ⇒ 00:42:49.970 Giselle Agot: Okay.
185 00:42:51.210 ⇒ 00:43:02.720 Amber Lin: I can put this for next week, and then also for the.
186 00:43:04.010 ⇒ 00:43:12.220 Amber Lin: So let, I think, for interlude. We have a little bit more work. So we should create include.
187 00:43:12.670 ⇒ 00:43:14.119 Amber Lin: So for work.
188 00:43:24.250 ⇒ 00:43:38.250 Amber Lin: and then to create project management plan. And then here, broad checks manage. Okay.
189 00:43:41.210 ⇒ 00:43:46.220 Amber Lin: I will take this template. So you can copy this.
190 00:43:46.650 ⇒ 00:43:56.799 Amber Lin: So after you, after you talk with Utam right after you talk to him, you’ll have a transcript, and you can take that transcript, put it into AI, and then
191 00:43:59.240 ⇒ 00:44:06.389 Amber Lin: with Utam put into AI along with the template.
192 00:44:06.560 ⇒ 00:44:10.220 Amber Lin: So this is the template you can make a
193 00:44:10.830 ⇒ 00:44:24.370 Amber Lin: see. Let me make a duplicate for interlude, and then move to interlude studio. So
194 00:44:27.270 ⇒ 00:44:28.780 Amber Lin: To fill this in.
195 00:44:29.755 ⇒ 00:44:30.380 Giselle Agot: Okay.
196 00:44:30.810 ⇒ 00:44:42.540 Amber Lin: Yeah. And then that will help you understand the project and how you want to manage it. Do we want planning? Do we want grooming. How many? How many
197 00:44:42.740 ⇒ 00:44:47.609 Amber Lin: stand-ups do we want? Do we want retros
198 00:44:49.460 ⇒ 00:45:01.618 Amber Lin: so to have those? And when are we meeting it with clients? Who are we meeting with how often we’re meeting them. So let’s create that for these 2 projects. Think that will help you understand how it is.
199 00:45:02.470 ⇒ 00:45:04.960 Amber Lin: then, Brazil.
200 00:45:05.630 ⇒ 00:45:10.359 Amber Lin: So let me put these 2 scientists out.
201 00:45:12.015 ⇒ 00:45:15.420 Amber Lin: Status due date.
202 00:45:18.160 ⇒ 00:45:19.590 Amber Lin: Yeah. And also.
203 00:45:19.720 ⇒ 00:45:26.959 Amber Lin: it’s it might be really helpful if you look up the the linear shortcuts, because if I press.
204 00:45:27.150 ⇒ 00:45:33.980 Amber Lin: say, if I press, C is create a ticket. If I pressed P. And then C is create a project.
205 00:45:34.670 ⇒ 00:45:35.360 Giselle Agot: Okay.
206 00:45:35.360 ⇒ 00:45:46.020 Amber Lin: Hover on this click. X to select click X and shift D to assign due dates. I think if you have a shortcut it will make your life a lot easier.
207 00:45:46.673 ⇒ 00:45:52.209 Amber Lin: I think. Lastly, this is where you can track your work
208 00:45:52.530 ⇒ 00:46:10.260 Amber Lin: so you can assign yourself tasks. You can also use the Pm project to create, like, maybe create a project for yourself and just note down the things you need to do. I also have these whatever assigned to me, like what I need to do on Eden.
209 00:46:11.078 ⇒ 00:46:17.529 Amber Lin: What I need to do for urban stem. So I keep track of my tasks here as well.
210 00:46:25.860 ⇒ 00:46:27.460 Amber Lin: Does that make sense.
211 00:46:27.460 ⇒ 00:46:28.989 Giselle Agot: Yeah, I got it.
212 00:46:29.436 ⇒ 00:46:32.750 Giselle Agot: I did see that you said the due date for today. However, I’m already.
213 00:46:32.750 ⇒ 00:46:36.659 Amber Lin: Oh, sorry! Where? Where did I? What did I do?
214 00:46:37.160 ⇒ 00:46:43.439 Amber Lin: Might have kept it wrong. Interlude? Oh, sorry in one week.
215 00:46:44.240 ⇒ 00:46:50.140 Amber Lin: My bad you can. It’s not possible. You can’t get it from utum today.
216 00:46:54.095 ⇒ 00:46:55.590 Amber Lin: Okay.
217 00:46:56.340 ⇒ 00:46:59.109 Amber Lin: Anything else I can help with.
218 00:47:00.516 ⇒ 00:47:05.309 Giselle Agot: I don’t have any questions for now. But yeah, I’ll just slack you it if I have any.
219 00:47:05.600 ⇒ 00:47:31.409 Amber Lin: Yeah. And I think in terms of communication. I talked to Utam as well. I think when I also got on boarded, I usually ask once a day because I don’t want to bother them. I usually just ask all my questions at the end. But then I think it cost more problems, because then the projects didn’t get done until the next day. So feel free to ask, especially when we’re remote. It’s really hard to
220 00:47:31.740 ⇒ 00:47:58.479 Amber Lin: know directly. Just tap someone on the shoulder and ask them what’s happening, so feel free to slack me. Anytime I might be a little bit slow to respond, but as long as it’s there, whenever I have time, I will respond to you. And that also tells us what we need to improve in our onboarding documentation, because I think once you get familiar with it, you probably will onboard someone as a coordinator like once you
221 00:47:58.510 ⇒ 00:48:23.360 Amber Lin: once you pass your 1st like maybe 3 months, and then you’ll you’ll be onboarding someone, and they will run into the same problems that as you did, and I think it’ll make your life a lot easier if you help document. What questions any sops we need? We can create a list together. And we can write down. Hey, I think we need this sop, we need that sop. And then we can create that together. So like
222 00:48:23.480 ⇒ 00:48:26.410 Amber Lin: that helps you learn that helps someone new learn as well.
223 00:48:26.810 ⇒ 00:48:28.400 Giselle Agot: Okay. Sure. Will do.
224 00:48:28.400 ⇒ 00:48:37.019 Amber Lin: Yeah, I guess to kick that off. What do you think is some sops we need right now.
225 00:48:39.314 ⇒ 00:48:41.159 Giselle Agot: I already saw
226 00:48:41.360 ⇒ 00:48:49.720 Giselle Agot: what you have on notion. Yeah, it’s the meeting structure, for now that I could think of at the moment.
227 00:48:49.720 ⇒ 00:48:50.320 Amber Lin: Hmm.
228 00:48:50.617 ⇒ 00:49:01.639 Giselle Agot: I also see that. You were supposed to have an sop about onboarding a new Pm. Like, what’s the process if somebody gets on boarded. So what? What would be the next step? Something like that.
229 00:49:04.061 ⇒ 00:49:11.830 Amber Lin: Wait, let me share screen. Let me show you this. Have you been able to read this one.
230 00:49:18.030 ⇒ 00:49:19.502 Giselle Agot: Yeah. The starting Guide
231 00:49:19.870 ⇒ 00:49:32.639 Amber Lin: Yeah. If we’re talking about meeting structure, we can add it to before each meeting of, say, Ensure agenda is in place, or anything that we need to change here.
232 00:49:34.020 ⇒ 00:49:36.430 Giselle Agot: Think, I added a comment.
233 00:49:37.380 ⇒ 00:49:39.080 Giselle Agot: Let me see if I see it
234 00:49:40.900 ⇒ 00:49:43.780 Giselle Agot: project management, I think, in the Pmo plan.
235 00:49:44.010 ⇒ 00:49:44.510 Giselle Agot: See.
236 00:49:44.510 ⇒ 00:49:45.740 Amber Lin: Hmm, okay.
237 00:49:51.770 ⇒ 00:49:54.189 Giselle Agot: Yeah, I did in the Pmo plan,
238 00:49:56.290 ⇒ 00:50:07.700 Giselle Agot: And then I got a response from Alex. Oh, I actually added a comment that I drafted something for you and Alex to see.
239 00:50:23.310 ⇒ 00:50:42.290 Amber Lin: I see. I don’t know if we have time to send agendas to everyone, but what we can do is to add it to this, so we can add it to whatever meeting, and you can edit so I usually click edit this, and I say, do this
240 00:50:43.810 ⇒ 00:50:49.249 Amber Lin: and I say, save only for this event, and then.
241 00:50:49.800 ⇒ 00:51:02.890 Amber Lin: like you can choose to send it to people you can choose not to. I like. If it’s an agenda. You can send, hey? Copy and copy the agenda in this and send it to them like, that’s something we can start to do if you want.
242 00:51:05.560 ⇒ 00:51:06.305 Giselle Agot: Okay.
243 00:51:07.544 ⇒ 00:51:13.049 Giselle Agot: Alex did mention that it’s good to see, like there’s a running document in the invite.
244 00:51:16.330 ⇒ 00:51:19.649 Amber Lin: What do you mean? Running document in the invite.
245 00:51:20.694 ⇒ 00:51:30.059 Giselle Agot: Let’s say, if we’re setting up a meeting, invite like we have a running document, or what are the topics that we will be discussing. Let me
246 00:51:31.460 ⇒ 00:51:33.220 Giselle Agot: what I have here.
247 00:51:34.650 ⇒ 00:51:43.430 Giselle Agot: I added it in my report yesterday. But let me see project management here.
248 00:51:48.447 ⇒ 00:51:51.520 Amber Lin: Are you sharing screen, or are you sending it somewhere?
249 00:51:52.890 ⇒ 00:51:55.299 Giselle Agot: Oh, sorry. Let me just share my screen.
250 00:51:57.060 ⇒ 00:51:57.870 Giselle Agot: No.
251 00:52:06.830 ⇒ 00:52:08.549 Giselle Agot: okay. Are you seeing my screen now?
252 00:52:09.840 ⇒ 00:52:12.010 Giselle Agot: Yeah, so
253 00:52:23.770 ⇒ 00:52:26.680 Giselle Agot: okay, so hmm.
254 00:52:37.200 ⇒ 00:52:44.219 Amber Lin: And we should probably also organize this document database, because I I think it’s a mess.
255 00:52:44.380 ⇒ 00:52:48.110 Amber Lin: We could do that together. Okay.
256 00:52:52.490 ⇒ 00:53:12.649 Giselle Agot: This one, the running document. So, yeah, this is what I was showing Alex earlier yesterday. So we have this, like, probably a Google, Doc, that we put in the linear link to the board or the topics. And then the discussion that although I I do see that we have this in
257 00:53:13.210 ⇒ 00:53:17.409 Giselle Agot: linear like the discussion. But we can just put it in there
258 00:53:17.780 ⇒ 00:53:23.470 Giselle Agot: and because in my experience, amber, when when I handle client meetings.
259 00:53:23.880 ⇒ 00:53:30.750 Giselle Agot: I use this agenda to keep me like like if ever I there are some topics that I need to.
260 00:53:30.750 ⇒ 00:53:44.079 Amber Lin: I agree. I I totally agree. I forget things too. So should we do it in notion, and keep a running doc for each client. And then, or should I think, if it’s probably better if we keep it in notion.
261 00:53:44.080 ⇒ 00:53:46.429 Giselle Agot: Okay, yeah, notion is also, okay.
262 00:53:46.430 ⇒ 00:53:47.519 Giselle Agot: Okay, we have.
263 00:53:47.870 ⇒ 00:53:52.320 Amber Lin: A task in the both side.
264 00:53:53.357 ⇒ 00:53:55.899 Amber Lin: Let me create.
265 00:53:56.690 ⇒ 00:54:05.820 Amber Lin: So here add agendas to clients.
266 00:54:07.935 ⇒ 00:54:15.460 Amber Lin: Me so and so sorry. Let me share screen. I’ll write down what we.
267 00:54:15.610 ⇒ 00:54:15.960 Giselle Agot: Too.
268 00:54:15.960 ⇒ 00:54:26.420 Amber Lin: What we need to do. So add agendas to client to me. It is so. 1st create
269 00:54:28.468 ⇒ 00:54:35.670 Amber Lin: running agenda, doc. In each client, hub.
270 00:54:36.630 ⇒ 00:54:44.889 Amber Lin: client hub just means the interlude studio like that page, and we’ll create a document there. Add Doc, link to each
271 00:54:45.590 ⇒ 00:54:48.670 Amber Lin: respective meeting.
272 00:54:49.050 ⇒ 00:54:52.789 Amber Lin: I think, like one per client.
273 00:54:54.490 ⇒ 00:54:58.300 Amber Lin: Do you think one per client is enough, or one per type of
274 00:54:58.510 ⇒ 00:55:02.789 Amber Lin: meeting, like I think maybe one per client.
275 00:55:03.095 ⇒ 00:55:04.619 Giselle Agot: Clients, yeah. One for client.
276 00:55:04.980 ⇒ 00:55:20.860 Amber Lin: Maybe for Pmo. We have one as well. Add one for Pmo added to respective meeting.
277 00:55:21.390 ⇒ 00:55:26.340 Amber Lin: and then I think that’s it.
278 00:55:26.500 ⇒ 00:55:31.850 Amber Lin: So let’s create
279 00:55:38.730 ⇒ 00:55:46.809 Amber Lin: Would you mind creating that in each client? Hub with your template? Okay, add.
280 00:55:47.670 ⇒ 00:55:51.900 Amber Lin: So so let me create that.
281 00:55:54.760 ⇒ 00:55:57.890 Amber Lin: So I’m going to assign this to Giselle.
282 00:55:58.962 ⇒ 00:56:07.779 Amber Lin: This is to do, I would say, when do you want to finish adding these.
283 00:56:09.181 ⇒ 00:56:11.890 Giselle Agot: Maybe Tuesday or Wednesday next week.
284 00:56:12.400 ⇒ 00:56:15.069 Amber Lin: Okay, say, Tuesday.
285 00:56:16.077 ⇒ 00:56:22.760 Amber Lin: just need to create templates like, I think you might need to create it in the
286 00:56:23.250 ⇒ 00:56:31.840 Amber Lin: doc. If you don’t get access. In the client. Hub. Don’t! If you don’t get access, let me know, and then we’ll add agenda
287 00:56:32.710 ⇒ 00:56:51.070 Amber Lin: dockling in each respective meeting amber and then I’ll copy. Oh, and then I’ll copy that
288 00:56:51.770 ⇒ 00:56:54.209 Amber Lin: right call. Make a copy.
289 00:56:56.110 ⇒ 00:56:56.940 Amber Lin: Just that.
290 00:56:57.450 ⇒ 00:57:09.460 Amber Lin: So for all our clients save I’m also want to create a database for project retros because I
291 00:57:09.630 ⇒ 00:57:12.670 Amber Lin: we don’t have a place for them yet.
292 00:57:22.480 ⇒ 00:57:24.729 Amber Lin: We should organize this too.
293 00:57:24.920 ⇒ 00:57:34.529 Giselle Agot: Okay, yeah. How do you wish it to be organized? Because I think there’s a function there like you can do it alphabetical. But do you want like it’s numbered like 0 0 1, something like that.
294 00:57:36.816 ⇒ 00:57:38.050 Amber Lin: Let’s see.
295 00:57:39.560 ⇒ 00:57:41.120 Giselle Agot: Like, it’s like.
296 00:57:41.120 ⇒ 00:57:48.179 Amber Lin: I think we need to. We probably need to tag them, because some of them are like. Some of them are templates.
297 00:57:48.290 ⇒ 00:57:52.769 Amber Lin: Some of them are instructions. Some of them are notes.
298 00:57:53.230 ⇒ 00:58:03.830 Amber Lin: Yeah, I can. I think I can handle it. I can handle it, and then I’ll hand it off to you, so that whatever new document comes in like, we can maintain it together.
299 00:58:04.240 ⇒ 00:58:05.110 Giselle Agot: Okay.
300 00:58:05.320 ⇒ 00:58:16.600 Amber Lin: Yeah, cause I know all of the documents are new. I’ll categorize them. So it’s easier for you to read as well. What else should we do? I’ll make a retro database.
301 00:58:18.610 ⇒ 00:58:20.110 Amber Lin: Let’s see.
302 00:58:21.090 ⇒ 00:58:27.910 Amber Lin: Okay, yeah. Tag me. Once you’ve added the like created the agenda.
303 00:58:28.590 ⇒ 00:58:29.410 Giselle Agot: Okay.
304 00:58:29.840 ⇒ 00:58:30.510 Amber Lin: Yeah.
305 00:58:34.460 ⇒ 00:58:36.930 Amber Lin: okay, I think that’s all on my end.
306 00:58:38.510 ⇒ 00:58:43.979 Amber Lin: Okay, would you like, would you need a session to walk through linear together?
307 00:58:46.177 ⇒ 00:58:52.379 Giselle Agot: I read, read the sop, and I also had mustafa walk me through earlier, but.
308 00:58:52.620 ⇒ 00:58:53.250 Amber Lin: Hmm.
309 00:58:53.250 ⇒ 00:58:54.229 Giselle Agot: Yeah. Oh.
310 00:58:55.040 ⇒ 00:59:00.880 Giselle Agot: I think I have understood, because it’s the same. I have used, Jira, and it’s somewhat the same as Jira. But.
311 00:59:01.323 ⇒ 00:59:08.700 Amber Lin: Yeah, it’s just some controls are different. You can search linear and they have a guide for it, too, I think that will be the most helpful thing.
312 00:59:08.830 ⇒ 00:59:09.330 Giselle Agot: Yep.
313 00:59:10.600 ⇒ 00:59:11.760 Amber Lin: Nice.
314 00:59:12.440 ⇒ 00:59:20.509 Amber Lin: Oh, I saw you, added the out of office. That’s good, cause I that’s prevents people from putting random meetings on your calendar. That’s really helpful.
315 00:59:20.510 ⇒ 00:59:20.910 Giselle Agot: Yeah.
316 00:59:21.788 ⇒ 00:59:23.530 Giselle Agot: I saw that from Sid.
317 00:59:23.770 ⇒ 00:59:27.119 Giselle Agot: like she has hours, and then, like.
318 00:59:27.120 ⇒ 00:59:28.810 Amber Lin: Yeah, mine, too. Mine, too.
319 00:59:28.910 ⇒ 00:59:31.590 Giselle Agot: I have my sleeping.
320 00:59:31.967 ⇒ 00:59:38.385 Amber Lin: Yeah, I think I can. If you want to observe any of my meetings, let me know.
321 00:59:39.280 ⇒ 00:59:51.210 Amber Lin: I would also love some feedback, because I don’t think I do them very optimally, because, especially for some projects, I’m just scrambling, just surviving by as they go, because there’s just so much stuff.
322 00:59:51.360 ⇒ 01:00:12.689 Amber Lin: But if you want to join like a planning or stand up a grooming a retro like feel free. There’s also a retro recording for Eden today. Like, if you want to see how that’s run, feel free as well, and then it’s pretty much the same as the sop.
323 01:00:13.730 ⇒ 01:00:17.769 Giselle Agot: Okay? Yeah. Oh, if it’s for today, I I already out of hours.
324 01:00:18.080 ⇒ 01:00:24.510 Amber Lin: Oh, that’s okay. You don’t have to do it today. Just like if you if you’re curious about how I run them.
325 01:00:24.630 ⇒ 01:00:25.619 Amber Lin: you can look at it.
326 01:00:25.620 ⇒ 01:00:36.079 Giselle Agot: Sure. I think I’m I was watching autumn’s meeting past meetings, but I’ll check if I can also see yours in the in the in the platform.
327 01:00:36.420 ⇒ 01:00:43.600 Giselle Agot: But yeah, I’d love to as well. Attend to your meeting so that I would know how you handle and go about it.
328 01:00:43.600 ⇒ 01:00:47.660 Amber Lin: Yeah. And I would love some feedback, as there’s no one else to give me any feedback on these.
329 01:00:48.260 ⇒ 01:00:48.860 Giselle Agot: Okay.
330 01:00:48.860 ⇒ 01:00:53.360 Amber Lin: I think we should start like a weekly session to watch some of them together, like everyone.
331 01:00:53.360 ⇒ 01:01:04.169 Amber Lin: If we pick one of your meetings, pick one of my meetings, and then we watch it together. Okay, so I will make this recurring, and then
332 01:01:05.780 ⇒ 01:01:14.690 Amber Lin: we can add a agenda to say I’m gonna make it an hour like
333 01:01:17.000 ⇒ 01:01:21.369 Amber Lin: review any needed sops.
334 01:01:22.670 ⇒ 01:01:33.390 Amber Lin: And then review one meeting from each and give feedback.
335 01:01:34.690 ⇒ 01:01:41.880 Amber Lin: Okay, I updated that alright. Yep.
336 01:01:42.560 ⇒ 01:01:47.370 Amber Lin: okay, thanks. I hope you had a good week and let me know whatever I can help with.
337 01:01:47.710 ⇒ 01:01:49.669 Giselle Agot: Are you sure? Thank you so much, amber.
338 01:01:49.670 ⇒ 01:01:50.860 Amber Lin: Alright, bye.
339 01:01:50.860 ⇒ 01:01:51.690 Giselle Agot: My.