Pacsoft USA: Interdepartmental Communication & Operations

Gain understanding of Tom's background, what he's bringing to the table here, what expectations he may have of anyone on staff and what his vision for US Ops and US Customer Care.

Impart a solid understanding unto Tom, what it is that both Katy and Matt currently doing, and what their trajectories are.

Create new company standards

Provide Tom detailed understanding of current company structure--discuss new structures

Discuss a new support-sales-implementation dynamic. Transitioning of prospects to clients (first discuss current process)

Discover and create ample resource base for all

Establish timeline for each department and plan for communicating rollout.

Tom and Matt gain understanding various modules and where we're going with them

Introductions

Outline some company standards: customer service, communication (inter-/intradepartmental, US to AU), outbound (particularly in terms of support)

discuss new organizational structures that are on the table and also brainstorm alternatives

Ensure that all team members have access to their required tools and resources. Identify tools and resources that may not yet exist or be available in the US.

Introduce software structure and modules

Schedule next steps regarding each key topic and put on everyone's schedules

Time

Action

Responsible

Aug 1, 2016

9a-5p

Galvanize Denver - Platte

Katy

Tom

Attendee/co-facilitator

matt

co-facilitator

Get tom on drop box

gather list of resources sent as attachments to Matt

Get tom his necessary equipment

complete tom's on-boarding paper work

cover all of tom's travel and lodging arrangements for Aug 1-5, Sept 5-9

create training checklist for TC and MT for Woodland Park

get dress code to tom

run plan across AV

gather needed printed materials

communicate agenda to team

matts intro

katy's intro

order tom's cards (get proper title)

brief staff inro email to tom

meeting food snacks, room and comp hardware