Team coordination tools SCQH

Tue, 21 Apr 26 · Yoyo, Armelle, Valerie, Jarlath, Matthew

Meeting notes Granola

Team Coordination Tools Decision

  • Meeting purpose: decide on coordination tools and ensure team training
  • Goal: one central place for documents, project visibility, and collaboration
  • Need decision today to move forward with implementation

Core Questions Framework

  • Refined questions from morning session with Rufus
  • Focus on simplifying processes for team efficiency
  • Framework addresses: portfolio view, weekly focus, document conventions, task management

Team Visibility Challenges

  • Matthew (remote, time zone difference) needs better project awareness
    • Missing drive-by conversations and informal updates
    • Wants visibility into what others are working on
    • Currently not invited to morning standups
  • Solution: transcript summaries and standup channel updates
    • Rufus adding Matthew to standup calendar for transcript access
    • Potential automation: transcript → bullet points → standup channel

Document Management Structure

  • Portfolio map: Rufus responsible (with Armelle)
    • Authoritative index of initiatives/projects with owners
    • Links to initiative documents and root folders
  • Ideas inbox: Google Drive folder for proposals/concepts
    • Different from full initiatives (e.g., heart circle proposal vs new major project)
    • Valerie can capture residency ideas and feedback here
  • Weekly meetings: Monday format with concerns/proposals section
    • Sociocratic approach for surfacing new ideas
    • 10-15 minute open space for team input

Aside re strategy

  • Rufus discussed concept of “striping number” - how many different projects per day/week
  • Goal: reduce team striping number, work on same initiative together
  • Move toward more product-like outputs rather than service-type outputs
    • Products: courses, videos, papers (make once, use repeatedly)
    • Services: residencies, events (require ongoing maintenance)
  • Experiment idea: team sprints on single initiative for days/weeks

Digital Asset Management

  • Jarlath managing archive of audio/video/visual materials
  • Challenge: keeping system updated as live resource
  • Approach: centralized location with team access
  • Need management strategy and regular maintenance schedule

Document Conventions Decisions

  • Strategic documents: portfolio map in strategy repo
  • Project documents: decided by individual projects
  • Task coordination: up to project preference (GitHub issues, other tools)
  • Knowledge base: consolidate in “the tao” (Life Itself handbook)
  • Archive/raw material: default Google Drive, one folder per project
  • Incoming inputs: ops email, comms channels

Previous content log

Technical Setup Issues

  • Google Drive provisioning doesn’t auto-show Team Drive
  • Matthew couldn’t see file architecture initially
  • Need better onboarding for new team members
  • Balance between documentation and maintenance overhead

Ideas capture at end

  • Valerie: Ideas Inbox setup for residency concepts and feedback
  • Archive organization by theme (food, relational practice, etc.)
  • Website updates: only 25 residencies currently shown
  • Need more autonomy for team to update website archives

Use the tao

  • Tao as central handbook for Life Itself
  • “Great convergence” - consolidate multiple information sources
  • Decision: create summary page in tao within next hour
  • Single point of entry for team resources

Next Steps

  • Rufus & Armelle: create tao summary page (within 1 hour)
  • Jarlath & Matthew: follow-up meeting on digital asset management
  • Team training session once tool decisions finalized
  • Monday weekly meetings start with new format
  • Matthew added to standup calendar for transcript access

Rufus notes to self

Aside re strategy

  • Rufus went off to discuss the concept of striping number
  • Reducing the striping number
  • More product like outputs (rather than services type outpus)

Previous content log

Ideas capture at end

  • Valerie like Ideas Inbox: set that up …
  • archive.lifeitself.org: log stuff to capture. …

Use the tao …

  • Tao is our handbook
  • Do we converge strategy with it?
  • Do we converge other handbooks with it
  • What about community site
  • What about comms site …

The "great convergence" …