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0. Properties - Meeting Date: Not specified - Meeting Type: Call - Note Type: Summary - Attendees: Scott Warner; Vera Rodehutscord 1. Meeting Summary We discussed the upcoming Monday RISE KPI meeting with headquarters and the odd omission of Clint from the invite list, despite him still being listed as the owner of the North America RISE initiative. I have not heard of any change to his ownership. To avoid politics, we agreed to route this through Amity for confirmation before adding Clint. I pinged Amity to review Vera's email and clarify whether Clint should be included. If we do not hear back, Vera will proceed with a tactful note to Matt and Amity and ask the meeting organizer, Katharina, to add Clint. Separately, we aligned on near-term communications around the OKR workshops. Vera will send the workshop summaries and goal overviews today, include that we will hold monthly progress check-ins, and note that the next OKR set for Q3 will be addressed in June. We will send a follow-up later on tracking ownership and tooling, once we finalize the data structure. Vera flagged the need to make the KPI/OKR data model and chart I built shareable so it can serve as the backbone for dashboards. I will support that. I also reinforced that we should not internalize other teams' timing pressure. We will set a sustainable cadence that delivers quality and clarity, even if that means communicating what is ready now and what will follow. 2. Attendee List - Scott Warner - Vera Rodehutscord 3. Action Items - Amity: Confirm attendee list for Monday's RISE KPI meeting and whether Clint should be included. - Vera: If no response from Amity by end of day, email Matt and Amity to confirm adding Clint and, if approved, ask Katharina to add him to the invite. - Vera: Send OKR workshop summaries and goal overviews today, including note on monthly progress check-ins and that Q3 OKRs will be addressed in June. - Vera: Draft a separate follow-up outlining OKR tracking ownership, process, and tooling once the data structure is finalized. - Scott: Support Vera in making the KPI/OKR data model and chart shareable and ready for downstream dashboarding. - Scott: Be available for external follow-ups now that my contact info has been shared; coordinate with Minnie on who is primary point of contact. 4. Relevant Timelines - Monday: RISE KPI meeting with HQ - confirm Clint's inclusion. [Amity; Vera to follow up if needed] - Today: Send OKR workshop summaries and goal overviews. [Vera] - Monthly: Establish recurring OKR progress check-ins with workshop participants. [Vera] - June: Meet on next set of OKRs for Q3. [Vera to schedule and lead] - After data model finalization: Send separate communication on tracking responsibilities and tooling. [Vera; Scott to support] 5. Additional Notes - Clint remains the listed owner of the NA RISE initiative despite his role change; inclusion in the Monday KPI discussion aligns with that ownership. - Clint is strategically strong and trusted; he benefits from dedicated execution support and a partner empowered to say no when needed. - To reduce rework and churn, finalize the single source of truth for KPI/OKR data before broadening dashboard efforts. - Maintain a clear communication cadence: share what is ready now, set expectations on what is coming next, and avoid absorbing external pressure that compromises quality. - External counterpart may reach out to me or Minnie; ensure we present one clear POC to streamline response.
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