Summary

0. Properties - Meeting Date: Not specified - Meeting Type: 1x1 - Note Type: Summary - Attendees: Angela McMahan; Scott Warner

1. Meeting Summary We aligned on two immediate items and several broader operational threads. First, the Fan Shop returns flow is changing with the Picado integration, which requires a small but important update to the Returns section of our site Terms and Conditions. Angela's team will draft the revised paragraph and send it to me for legal review so we are accurate at commercetools go-live.

Second, Angela is driving a service communications cleanup - a single source of truth for how we describe service, warranty, repair, and My Festool across web, in-store, and collateral. She is also pushing to simplify our site structure by consolidating duplicative service and warranty pages. She will share a high-level framework with me and Pascal; I will sanity-check for legal and policy accuracy, especially on warranty claims.

On staffing and access, Jon is at his 30-day mark and integrating well. I will meet with him and Shawn next Wednesday on required systems access. If HR misses the intro, I will schedule a direct meet-and-greet.

Shawn is in LA and will stop at Shaper to document on-prem servers and visit the 3PL for facility and inventory photos. Casey Cavanagh will travel next week to review the Shaper building and walk the lease terms with me. Angela, Shawn, and Chip are coordinating with Zach on video equipment; we want to secure the professional-grade gear as Shaper winds down their office, even if transfer timing slides.

On SSO and IT governance, Matt Howard is engaging directly with Bernd at HQ IT. We need an executable strategy to end the current ping-pong and align ELT on the tradeoffs: remain integrated vs. chart a phased separation. Any separation would be multi-year and must account for connected tools, the website, the PIM, resourcing, and compliance. I will bring a structured options brief to ELT and push for leadership air cover to reduce counterproductive risk aversion blocking day-to-day work.

Lastly, on SMSC cadence, we agree a standing product update is missing. Teams meet biweekly under Chip across touchpoints, but we need product timelines and go-to-market clarity to ensure launch readiness. I will support Angela's proposal and join the existing cadence to close the gap.

2. Attendee List - Angela McMahan - Scott Warner

3. Action Items - Angela - Draft revised Returns paragraph to reflect Picado-managed return labels and shipping, and send to Scott. - Scott - Legal review and update the Returns section in Terms and Conditions in sync with commercetools go-live. - Angela - Share the service communications framework (service, warranty, repair, My Festool, iconography) with Scott and Pascal for accuracy review. - Scott - Review service and warranty language for legal, claims, and policy accuracy; flag any risk areas. - Angela - Direct the web team to consolidate and simplify duplicative service and warranty pages; reduce unnecessary clicks. - Scott - Join next Wednesday's access meeting with Shawn and Jon; ensure Jon's IT access is complete. If needed, set a separate 1x1 intro with Jon. - Shawn - While in LA, capture photos and details of Shaper on-prem servers and the 3PL operation; share with IT and Ops. - Casey Cavanagh - Visit Shaper next week to review the facility and walk lease terms with Scott; provide findings and recommendations. - Angela + Shawn + Chip - Align on an equipment transfer plan with Shaper for video and livestream gear; secure an inventory list and timing even if transfer is later. - Scott - Support any required equipment transfer documentation, asset intake, and facilities planning for storage/use. - Matt Howard - Continue direct engagement with Bernd/HQ IT on SSO path; provide Scott input for ELT decision brief. - Scott - Prepare and present an options brief to ELT on SSO/system strategy, including dependencies for connected tools, website, PIM, staffing, security, and compliance. - Scott - Respond to Angela's SMSC proposal and join Chip's biweekly cross-functional meeting; advocate for a standing product update segment.

4. Relevant Timelines - Commercetools go-live - Update the Returns section in T&C at or before go-live. [Action: Angela draft; Scott review/update] - Next Wednesday - Access meeting for Jon with Scott and Shawn to align on systems permissions. [Action: Scott, Shawn, Jon] - Next couple of weeks - Complete the service communications framework and page consolidation plan. [Action: Angela; Scott/Pascal review] - This week/today-tomorrow - Shawn onsite at Shaper and 3PL for documentation. [Action: Shawn] - Next week - Casey onsite at Shaper for building review and lease walkthrough. [Action: Casey, Scott] - ELT timing - As soon as feasible following Matt's HQ IT conversation, bring SSO/system strategy options to ELT for direction. [Action: Scott, Matt Howard]

5. Additional Notes - We must not let inaccurate returns language sit on the site; even if read rarely, it creates liability. - Service messaging inconsistency is driving customer confusion and internal rework. A single source of truth plus page consolidation should improve CX and reduce maintenance burden. - The SSO decision has enterprise risk and cost implications. Any move toward separation requires a phased roadmap, budget, resourcing, and explicit decisions on connected tool dependencies and data governance. - HR onboarding gaps are causing access delays. We should tighten the new-hire access checklist and calendar auto-invites for key intros. - Shaper facility and equipment: professional-grade video gear would materially upgrade our content capability. Even a later transfer is valuable; ensure we document the inventory now.