Plan for Next 1-on-1 (covering May 20 – Jun 10, 2026)
Meeting context: short ~3-week window. Power BI migration shipped company-wide. Presales call cadence high (5 calls). DAT-576 MRR is now ~9 weeks untouched — last 1-on-1’s escalation did not convert. Force a binary decision this meeting. DAT-524 got the decouple+delegate treatment (the template DAT-576 should follow). AI-tooling/harness-engineering track is now hands-on — surface the career-lane question.
- P1 – Must Discuss
- Internal
- DAT-576 MRR exchange rate — FORCE a decision. ~9-week carry-over, zero implementation, 2nd 1-on-1 raising it. Last escalation didn’t resolve. Two binary outcomes: (a) re-scope to a delegatable Phase-1 + hand the executable half to a teammate (the DAT-524 template), or (b) formally de-prioritize until presales calms. No 10th week of ambiguity. Now in Cycle 79, parented under the DAT-177 / DE-187 MRR-accuracy initiative (customer-raised: Zoho vs Bi.H MRR diff from FX). Linear DAT-576.
- DAT-524 progress check — decoupled Jun 1, now Coding/In Progress. Thuan executes Phase 1 (exclude audited internal list via existing exclusion pattern, I review); I own Phase 2 (root-cause + upstream Zoho flagging, ownership → Growth). Confirm Phase 2 plan-doc timeline. Linear DAT-524.
- Career
- Lane check-in (still open). Period showed both heavy presales delivery AND deliberate IC harness-engineering (Pi, RFC-0005, skills). Confirm whether the hybrid is the intended steady state or a transition. Anh Thanh (chief engineer) engaging 2 consecutive periods = staff/solutions signal. Carry-over read: Charity Majors — Engineer/Manager Pendulum.
- Internal
- P2 – Should Discuss
- Presales
- Migration video outro — shipped asset ends abruptly (Khai To flagged, [[2026-06-08]]). Small finish + re-render. Then it’s fully done.
- Shared presales status surface (recurring ask). Product-feedback + customer-status context still scatters across Slack (Basata, Bicycle Transit, Prusa feedback this period). Propose Notion DB or Linear project. Flag it’s the 2nd time raised.
- Power BI migration as repeatable template — now docs + plugin + video + launch. Apply same shape to next migration-flavored deal (Tableau, Superset — dextech.ai is live)?
- Duty Support
- TerryWhite FY-aware pattern → productionize. POC2 dynamic-anchor validated (FY helper dims on
dim_date+ hidden anchor metrics, no hardcoded literals). Finalize into reusable customer-facing artifact + living AQL-quirks page. Reusable for Bicycle Transit + any FY customer.
- TerryWhite FY-aware pattern → productionize. POC2 dynamic-anchor validated (FY helper dims on
- Internal
- Customer status lifecycle review — spun from GoalsMapper check ([[2026-06-05]]).
trial.expiredmisused for unpaid-not-cancelled marks churn too early. Define status mapping + guardrail so support doesn’t regress churn metrics.
- Customer status lifecycle review — spun from GoalsMapper check ([[2026-06-05]]).
- Presales
- P3 – Nice to Discuss
- AI tooling / Career
- Name the harness-engineering track. Pi + RFC-0005 + skills are one coherent arc. Propose a concrete outcome (RFC-0005 implemented, or documented personal harness). References: Fowler — Harness engineering, Hashimoto — AI Adoption Journey.
- Agentic semantic layer — anh Thanh + Simon Späti idea. Relevant to Holistics AQL-as-semantic positioning + ktx complementary/competitive read. Worth a strategy thread?
- Personal
- House move — better work view; affordability validated via Personal Finance app. Side-project ROI signal.
- AI tooling / Career
- Decision-class items (manager input required)
Item Question Default if no decision DAT-576 MRR Re-scope+delegate or de-prioritize? Keeps slipping — unacceptable, force it DAT-524 Phase 2 Plan-doc timeline? Drifts Career lane Confirm hybrid steady state? Continue current pattern Presales status surface Build it? Who owns? Context keeps scattering
- Focus topics if time permits
- DAT-576 decision (first, non-negotiable)
- DAT-524 Phase 2 timeline (5 min)
- Career lane check-in (10 min)
- Migration video outro + template question (5 min)
- Presales status surface (5 min)
- Carry-over watch (since last 1-on-1)
Item Since Weeks Action DAT-576 MRR exchange rate W16 (Apr 13) ~9 Force binary decision — re-scope+delegate or de-prioritize H1 self-reflection + CV refresh W19 (May 4) 5 3+ week rule — calendar a specific day or formally park TerryWhite FY-aware productionize W22 (May 27) 2 Productionize POC2 into reusable artifact Migration video outro (Jun 8) <1 Small finish on shipped asset Presales shared status surface (May 20, recurring) — Propose Notion/Linear — 2nd raise
- Metrics to bring (period May 20 – Jun 10)
- Customer interactions: Prusa, Bicycle Transit, Basata, dextech.ai, BuyCo, TerryWhite Chemmart, Datacubed, PatientsKnowBest, Predictive Index, GoalsMapper
- Onboarding/customer calls: Prusa, Bicycle Transit #1, Basata #4, dextech.ai #1 (prep)
- Shipped (all PRs verified merged unless noted): Power BI migration (docs + skills#10/#12 plugin 0.1.1 + 3 videos rendered/shared + internal launch 19 reactions); remotion source #13 still OPEN. Local-dev demo video. Docs PRs (#1639, #1640, #1665 — merged), skills#16/#18 (merged)
- Carry-overs resolved/progressed: DAT-524 (decoupled + in progress), TerryWhite global locked filter, BuyCo dynamic dimension
- Carry-overs lingering: DAT-576 (~9w), H1 self-reflection (5w)
- New artifacts: Power BI migration asset, [[Pi Coding Agent]] setup, RFC-0005, grill-me/grill-with-docs/media-manager skills, plannotator plugin, Hugo site
- Personal: house move (data-validated)