Meeting Overview

• Date: January 15, 2025
• Attendees: Lead PM, Client, Tech Fleet
• Purpose: Client Introduction to PM team

Goals

• Hand-off work from the vision and problems Morgan and client worked together
• Client introduction to Project Management team
• Discuss project milestone timeline

Action Items

Stakeholders Action Items

Notes

Key Discussion Points

1. Introduction of Key Participants
   • Pablo Flores: PhD in communication; role at VeriSign, a science communication AI tool for social media influencers.
   • Brinleigh: Founder of Science to People; goal to make science accessible at scale.
   • Gelon: Project manager leading the team; introduced team members (Rana Naser, Spencer Fong, Egonna Aboh).
   • LX Cast: Founder and Tech Fleet board member attended the meeting.
     • Will be a resource and liaison for the project ensuring smooth communication and support.
2. Project Overview and Goals
   • Four rounds of research, design, and product strategy every two weeks.
   • Objectives: Validate design, address technical gaps, prepare for development in an eight-week timeline.
   • Opportunities for funding and partnerships to expand project scope.
     • Possibility of expanding the product's scope based on user feedback and research in the future.
3. Team and Workflow Structure
   • Roles and responsibilities clarified within the team.
   • Plans for bi-weekly feedback and iterative development.
4. Client Involvement and Communication Preferences
   • Client prefers every-other-week meetings with asynchronous updates via email.
   • Pablo is flexible for additional meetings.
   • Pablo and Brinleigh will provide milestone approvals for project.
   • Pablo first and Brinleigh is second when soliciting milestone approvals.
   • Brinleigh will use Calendly for scheduling future meeting invites.
   • No confirmation from Pablo of his choice for meeting scheduling software.

Action Items

1. PM Team
   • Send client a list of questions to refine the project charter.
   • Send a calendar meeting invite to client to schedule kickoff meeting.
   • Schedule a client kickoff meeting with the full project team.
2. Client
   • Provide availability for scheduling the client kickoff meeting.
   • Provide feedback on project charter.