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## Properties
- Meeting Date: Unknown
- Meeting Type: 1x1
- Note Type: Summary
- Attendees: Scott Warner, Steve Wade

## 1.  Meeting Summary
I had a 1x1 with Steve primarily to make sure he was not blindsided by a likely leadership change in logistics.  The main topic was Chad's performance and fit.  While Chad is getting orders out, the broader issue is that he is not operating with the level of ownership, urgency, and team orientation the role requires, especially in what is effectively a startup logistics environment.  My view, which Steve largely agreed with, is that if we are going to make a change, we should do it within the first 90 days because that is cleaner from a legal and HR standpoint.  Chris, Lisa, and I are aligned that a change is likely the right move.

I also shared that Brent is the leading replacement candidate and that I believe we are close to making that happen.  Steve responded positively and agreed Brent would be a much better fit for the role and the operating tempo.  We also discussed making Brent a manager rather than a supervisor, given his prior level and the value he brings.  I noted that I am still working through how to make the severance and rehire situation practical for both sides.

Beyond the staffing discussion, we talked more broadly about the current Festool and logistics environment.  Steve reinforced concerns I have already been hearing - inconsistent engagement, lack of normalcy in the post-COVID operating model, and some ongoing friction around certain personalities and leadership behaviors.  We specifically discussed John and Casal as examples of people who may have capability but are not consistently contributing in the way the business needs.  My takeaway remains that I need to keep spending time on site and continue broadening my direct relationships with the team so I can better assess capability, culture, and where intervention is needed.

We also briefly covered Charlotte's onboarding in HR, Ashley Boyer being on my radar for follow-up, the LOFT women's group leadership shift to Vera, and a few warehouse and procurement topics including the UPS upgrade presentation timing and the ongoing question around the Systainer battery/equipment issue.

## 2.  Attendee List
- Scott Warner
- Steve Wade

## 3.  Action Items
- [Scott] Move forward on the likely Chad transition decision within the 90-day window if the final decision is to separate.
- [Scott] Continue coordinating with Chris and Lisa on the Chad decision and replacement plan.
- [Scott] Finalize discussions with Brent regarding the logistics leadership role.
- [Scott] Determine final title and leveling for Brent, with manager being the current direction.
- [Scott] Work through the severance and rehire implications for Brent to find a practical solution.
- [Scott] Keep Steve informed once the Brent move can be shared more formally.
- [Scott] Follow up with Ashley Boyer when bandwidth allows.
- [Scott] Spend more time getting to know a broader cross-section of the team, including stronger engagement with Vanessa and Joe.
- [Scott] Revisit the Systainer equipment/battery issue with Carlson.
- [John] Prepare and present the UPS upgrade proposal once vendor inputs are complete.
- [Steve] Keep the Brent discussion confidential until it is officially communicated.

## 4.  Relevant Timelines
- Chad decision - target is within the first 90 days of employment due to legal and HR considerations.
- Brent communication - I told Steve I may be able to bring him in officially by the end of the week.
- Ashley Boyer's son's Washington, DC trip - installment payments begin now for a September trip.
- UPS upgrade proposal - timing still pending completion of additional vendor input after Premier dropped out and Associated was added.

## 5.  Additional Notes
- The core issue with Chad is not basic competence.  It is lack of initiative, ownership, and visible integration with the team.  In this environment, that is a significant problem.
- Steve confirmed that his team does not necessarily dislike Chad personally, but they find him difficult to work with and do not see him contributing at the level expected.
- Caleb does not appear likely to be negatively impacted by a Chad change, based on feedback that Chad tends to push work onto him rather than lead effectively.
- Brent appears to be the stronger cultural and operational fit, but I need to remain mindful of his prior frustrations with TTS and Festool and make sure role boundaries are clear.
- Steve strongly supports Vera leading LOFT and believes that will create a healthier tone than the prior approach.
- I noted to Steve that my increased physical presence on site has helped validate some of the concerns he and others have raised about engagement and culture.
- Steve's view is that while John has some analytical capability, he needs guidance and is not consistently showing strategic value.  My own view is similar - I am not seeing enough broader thinking or proactive contribution from him.
- Casal was also raised as an ongoing issue.  My sense is that Amity is aware, but the pace of addressing it may not match the operational need.
- There is still a broader challenge around post-COVID ways of working and the lack of day-to-day consistency and visibility across Festool operations.
- Joe came up positively.  I stopped to talk with him recently, and he continues to stand out as someone with strong institutional knowledge and solid character.