Chinh (lelouvincx) / 1-on-1 Planning - 2026-Apr 13, 2026 – May 20, 2026

Created Mon, 25 May 2026 00:00:00 +0000 Modified Mon, 25 May 2026 06:02:25 +0000
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Plan for Next 1-on-1 (covering Apr 13 – May 20, 2026)

Meeting context: anh Hieu left this period; presales surged to dominant project; DAT-576 MRR exchange rate is 5-week carry-over. Two backlog drops on the table. Bring 3 prioritization options for DAT-576 — this is a prioritization ask, not a scheduling ask.

  • P1 – Must Discuss
    • Internal
      • DAT-576 MRR exchange rate — re-scope or re-assign. 5-week carry-over. Anh Hieu left → context lost → restart. Bring 3 options: (a) re-scope to 1-week-effort presales-compatible version, (b) hand off to teammate whose week isn’t presales-loaded, (c) formally de-prioritize until presales calms post-BuyCo close. Decision needed in this meeting — do not commit a 6th week of “Mon AM blocks.” Linear DAT-576.
      • Formally drop DAT-524 Fix excluding internal Zoho test accounts — 14-week carry-over. Fix scope is trivial — add const_zoho_internal_customers filter to stg_zoho__events (other Zoho staging models already apply it). Arden already confirmed Quinn US test + Holistics SGD test accounts are the missing ones. Owner: nobody since W7. Decision: do it now (~30 min) or drop formally. Linear DAT-524.
    • Presales / Career
      • Career lane check-in — IC engineering vs solutions/presales hybrid vs tech lead. Performance review feedback (Mar) validated the hybrid direction. Anh Thanh (chief engineer) approaching me re: AI-AQL = solutions-engineering signal. BuyCo onboarding 4 solo = trust cashed. Want to confirm the current lane is intentional, not drift.
  • P2 – Should Discuss
    • Presales
      • Showbie loss synthesis — first lost deal. Lost to Omni (HubSpot Closed Lost recorded, Erin reply). Erin cited “overall functionality within the tool” before message truncated. Action: re-pull full Slack thread, then chase Harsha for personal feedback (apply The Mom Test — ask about specific past PoC moments, not abstract pain points). Share 1-page learning note focused on Looker-migration moat + security risk perception. Owe this for the team’s next deal.
      • BuyCo onboarding 4 follow-ups owed by me (from May 19 debrief): share PBI migration documentation publicly, publish migration skill as customer-facing package, send HTML action button samples to Rodolphe. Decision timeline tight — Xairo + Luc evaluating next week, GoodData competing.
      • Power BI playbook → “presales-owned reusable artifact” template? BuyCo onboarding 4 used conceptual-differences.md + migration-overview.md. Reusable. Should it become the template for future migration-flavored deals (Tableau, Looker, Sigma)?
      • Presales team shared status board — me + anh Dong + Chukwudi + Mario have no shared customer-status surface. Context scattered across Slack threads + individual notes. Propose Notion DB or Linear project.
    • Internal
      • Heuristics upstream to team docs — dbt deprecation 3-phase rule should land in holistics/dbt contributing guide. Customer-comms recipe pattern should land in presales/CS onboarding doc. Ask: is this welcome, or noise?
      • Backlog drop as standing 1-on-1 agenda item — “what’s the oldest item in my backlog, and should it still be there?” Process suggestion.
  • P3 – Nice to Discuss
    • Personal
      • Health Rules + Principles pages — converted W17 sick week + W20 badminton signal into rules. Sharing the pattern in case useful for team retros.
      • Personal Finance RFC-0002 — used Personal Finance app to make data-driven house-move decision. Side-project ROI signal worth sharing.
    • AI tooling
  • Decision-class items (manager input required)
    • ItemQuestionDefault if no decision
      DAT-576 MRRRe-scope, hand off, or de-prioritize?Continue slipping — bad outcome
      DAT-524 ZohoDrop or assign?Drop
      Career laneConfirm hybrid direction?Continue current pattern
      Heuristics upstreamWelcome or noise?Keep personal
  • Focus topics if time permits
    • Mon: DAT-576 + DAT-524 (decision-class items first)
    • Career lane check-in (10 min)
    • Showbie synthesis sharing (5 min)
    • Heuristics upstream (5 min)
    • Personal: Health Rules pattern (skip if rushed)
  • Carry-over watch (since last 1-on-1)
    • ItemSinceWeeksAction
      DAT-576 MRR exchange rateW16 (Apr 13)5Escalate as prioritization question
      DAT-524 exclude internal Zoho accountsW7 (Feb 9)14Drop formally
      Showbie loss synthesisW19 (May 4)2Owed — close this week
      H1 self-reflection + CV refreshW19 (May 4)2Lock May 23–24
      Wamly onboardingW18 (Apr 27)3Customer-side block — Chukwudi re-engaging
  • Metrics to bring (period Apr 13 – May 20)
    • Customer interactions: 8+ across BuyCo, Jonas Chorum, Basata, Bicycle Transit, Enhance Fitness, PatientsKnowBest, Showbie, Wamly
    • PRs merged: Calendly dbt #853, internal-aml-project #78, dbt #854, dbt #858, prefect #400, dbt #860, dbt #864, dbt #867, internal-aml-project #77
    • Carry-overs resolved: DAT-560 (Lead Funnel by Sales Motion, 5w), DAT-555 (fct_job_queue_performance, 4w), DAT-283 (Calendly, 8w)
    • Carry-overs lingering: DAT-576 (5w), DAT-524 (14w), demo video for local dev (5w, now unblocked)
    • New artifacts: [[Health Rules]], [[Principles]], Power BI playbook (conceptual-differences.md + migration-overview.md), holistics-embed-demo continuing
    • Onboarding calls led: Jonas Chorum #2, BuyCo #4 (solo)
    • Lost: Showbie → Omni