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--- Meeting Date: 2025-03-13 Meeting Type: Call Note Type: Summary Attendees: - Scott Warner - Michael Bouhadana - Shawn Remick --- ## 1. Meeting Summary This was a relatively light checkpoint, but we covered several important operational items tied to the Shaper transition and broader Adaptex/Festool coordination. The main takeaway is that the physical and IT-related move planning continues to progress, with most hardware either installed or on order, but there are still some open coordination gaps - especially around data retention, global IT ownership, project visibility, and ecommerce readiness. We aligned that April 13 is the move date being worked toward for the asset transition. Shawn shared that Jeremy is pushing on timing for hardware shipment and server availability, but the current direction is to move the server and related items in a coordinated way rather than piecemeal. I confirmed we are still planning to notify Philip and let him handle the communication path on that side, consistent with prior discussions. Michael also raised the Shaper Museum topic. There appears to be broad alignment that the historical Shaper display materials will ultimately go to Festool headquarters in Germany. Greg is expected to operationalize that shipment, likely direct to Germany unless another path is requested. A significant portion of the discussion was around upcoming cross-functional governance. Michael flagged the March 30 Adaptex cross-functional meeting as the next major checkpoint. That meeting will feed the steering committee and board discussions, and it will require updates on repair, asset move, go-to-market strategy, and R&D. I said I would talk with Shawn and John to decide who should present the asset move update, while my name can be used temporarily. We also discussed the global project management site and the fact that names are being assigned to workstreams without always informing the owners. I noted this concern yesterday as well. Shawn asked for access to the IT side, since he can see references to his name but not the underlying details. I will send the access request so the right people are added across the relevant workstreams. The other major issue that surfaced was ecommerce and go-to-market readiness. Shawn shared that Stefan has a full year of ecommerce activity planned that does not include Shaper, which reinforces the concern that selling the product by November 1 is not meaningfully on ecommerce's radar today. This aligns with what Angela has already been seeing with marketing. We all agreed this remains a red flag and needs escalation. Lastly, Michael suggested reestablishing a short weekly alignment meeting for the teams executing this work. I agreed with the need, but we need to find a time that does not conflict with my 1:1 with Amity. We will get that back on the calendar. ## 2. Attendee List - Scott Warner - Michael Bouhadana - Shawn Remick ## 3. Action Items - [Scott Warner] Send a follow-up email summarizing key updates and clarifications from the prior day's meetings. - [Scott Warner] Notify Philip, unless the direction changes, and allow him to handle communication on his side regarding the discussed transition items. - [Scott Warner] Speak with Shawn and John to determine who should present the asset move update at the March 30 Adaptex cross-functional meeting. - [Scott Warner] Send the access request so Shawn and other appropriate team members are added to the relevant Adaptex/Festool project management workstreams, including IT. - [Scott Warner] Pull together my operations management team to define task ownership and process steps for move-related operational work, including machine data wiping, shipping flow, and any process implications if employees are allowed to purchase equipment. - [Scott Warner] Ensure any newly identified move-related tasks are added to the formal task list so they are not dropped. - [Scott Warner / Shawn Remick] Identify a workable time and reestablish the weekly 30-minute cross-functional alignment meeting. - [Michael Bouhadana] Send Christian a screenshot of the Shaper Museum room and confirm that Greg will operationalize shipment of the museum materials to Germany. - [Greg] Operationalize shipment of the Shaper Museum materials, likely direct to Germany unless another path is requested. - [Shawn Remick] Continue coordinating move-related hardware/server timing and alignment with Jeremy, with emphasis on avoiding fragmented shipments. ## 4. Relevant Timelines - April 13, 2025 - Target move date for the asset transition. This was reconfirmed during the meeting. - March 23, 2025 - Expected internal prompt to begin getting ready for the March 30 cross-functional meeting. - March 30, 2025 - Adaptex cross-functional meeting covering repair, asset move, go-to-market, and R&D updates. Output will feed the steering committee and board discussions. - Week of March 30, 2025 - Steering committee meeting and board-related discussions informed by the cross-functional update. - November 1, 2025 - Target timing implied for product selling readiness. Current concern is that ecommerce planning does not appear aligned to support this. ## 5. Additional Notes - IT infrastructure work appears largely settled from a hardware procurement standpoint. Most items are either already installed or on order. - The next substantive IT/policy discussion is data retention. That remains an open issue and will need a more structured conversation. - There is still concern about who owns key global IT configuration and systems activities, especially around master data and 3PL transitions. Christian acknowledged the same concern and plans to engage the Germany IT team. - Shawn noted that the new project manager replacing Bernd Overmeyer is Katharina Arndt from Festool, but there is concern about limited availability since she is only part-time. - The global project management tool is being actively used in some areas, especially by Sasha and on certain legal items, but usage appears inconsistent across functions. If my name appears on tasks that do not make sense, I should mark them clearly and force the discussion on ownership. - Marketing and ecommerce readiness for Shaper remains underdeveloped. This was reinforced by both Shawn's conversation with Stefan and Angela's separate concerns. At this point, this is not a minor gap - it is a strategic execution risk. - Overall, the team would benefit from a recurring, lightweight coordination forum focused on practical execution: near-term milestones, handoffs, shipping events, and cross-functional dependencies.
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