Weekly Planning - 2026-W21 - lelouvincx's second brain

Plan for week W21 (May 18 – May 24, 2026)

Progress vs plan (as of Tue May 19)
- DONE:
  - Power BI playbook — published to docs (conceptual-differences, migrating-to-holistics). POC end-to-end migration via Claude Code + custom skill.
  - BuyCo onboarding call (Tue May 19) — closed. Tech onboarding checklist in Notion. Hide-confidential-data POC kicked off.
  - Basata onboarding call 4 — closed.
  - Enhance Fitness call watched + RFP assessed.
  - Cross-metric calculation doc review (carry-back, #P2).
- IN PROGRESS / WAITING:
  - migrate-power-bi AI skill PR (holistics/skills#10) — awaiting anh Khai review.
  - BuyCo SLA / response-time data pull (new TODO from call) — P1, scheduled Thu.
- NOT STARTED:
  - DAT-576 MRR exchange rate — escalation Wed 1-on-1 (as planned).
  - DAT-524 Zoho test accounts — escalation Wed 1-on-1.
  - Local-dev demo video (Docs P1) — Thu.
  - Auto-export PNG feedback to Khai To — Thu.
  - Wamly check — Wed.
  - H1 self-reflection + CV — locked Sat/Sun.
  - Soạn roadmap Spark cho Yên — Sat AM.
  - Lead Funnel retro — Fri.
- NEW (added mid-week):
  - TODO Discuss narrative demo for Power BI migration (Slack) — P2, Wed.
  - TODO Write 1-on-1 report — P1, Wed (paired with 1-on-1).
  - IDEA Support other coding agents for logseq automation ([[Logseq]]).
  - NOTE Identity Resolution TOGA case — captured under [Internal] Identity Resolution.

Big W20 wins: CircleCI PR review marathon closed (3-week carry-over cleared); BuyCo theme rolled out; Khai To’s 2-way sync CLI shipped → local-dev demo video unblocked (was 5-week WAITING). Big risk W21: BuyCo onboarding call Tue May 19 — Power BI playbook must be review-ready Mon EOD. Bigger risk: DAT-576 MRR exchange rate now 5-week carry-over — stop scheduling, start escalating. 1-on-1 has two backlog drops to make (DAT-576 re-scope, DAT-524 formal drop). H1 self-reflection + CV 2-week slipped — lock the weekend.

P1 – Must Do
- Presales
  - BuyCo onboarding call (Tue May 19, customer [[BuyCo]]) — Power BI playbook review-ready by Mon EOD so anh Khai To + anh Huy can review Mon evening → publish to docs Tue AM → present in call.
    - 3 call goals: (1) PBI → Holistics migration demo (4–7 min video, Claude Code translating), (2) AI strengths (English→AQL, SQL→AQL, dataset modeling), (3) walk through Xairo’s evaluation matrix + close “Hide confidential data” unknown.
    - Critical demo: row-level permissions (@auth) + column-level masking.
    - Asks to drive: POC extension scope/end-date; 2–3 deep-dive sessions with PMs; written commitment milestone; designer trial access.
    - Refs: Ampcode (call prep), Notion: BuyCo Call Prep.
  - Finish Power BI playbook draft — drafted so far: conceptual-differences.md + migration-overview.md. Pending: dashboard-migration.md, model-migration.md, index.md, optional convert-tmdl-to-aml agent skill. Apply “conceptual diagram > long video” lesson from Tableau→Sigma cortex skill. Refs: Notion: PBI↔Holistics Conceptual Differences, Ampcode.
- Internal
  - MRR exchange rate (DAT-576) — 5-week carry-over (W16 → W17 → W18 → W19 → W20). Per [[Priority Rules]] 3+ week forcing-function rule: raise in 1-on-1 with anh Triet as a prioritization question, not a scheduling one. Each of the last 5 weeks, presales work legitimately outranked it in customer impact. 3 options ready: (1) re-scope to a presales-compatible size, (2) hand off to someone whose week isn’t presales-loaded, (3) formally de-prioritize until presales calms. Do not commit a “Mon AM block” again — the slot is not the problem.
- Docs
  - Add demo video for local development docs — WAITING cleared (Khai To 2-way sync CLI shipped May 14). Step 1: update documentation (Ampcode). Step 2: draft scenario + record demo. Aim: 1 doc PR by Fri May 22.
- Teaching
  - Soạn roadmap Spark cho Yên ([[Teaching]]) — new, captured May 17. Block Sat morning.
P2 – Should Do
- Personal
  - H1 self-reflection draft + CV refresh for 2026 H1 performance review. 2-week slip already — lock Sat May 23 + Sun May 24 non-negotiable, no Smartclass / VCT compromise. PR cycle approaching.
- Presales
  - Learn Descript (learn.descript.com, [[Presales]]) — for demo-video production. Pairs with the local-dev demo video deliverable.
  - Wamly onboarding — still WAITING on Chukwudi re-engagement (3-week carry-over from W18). If no movement by Wed, move to formal backlog with reason.
- Internal
  - Continue Cross-Model Calculation (DAT-504, Backlog) — re-evaluate timing after MRR escalation outcome.
  - Upgrade dbt-core of repo dbt to match prefect.
  - Lead Funnel by Sales Motion wrap-up ([[Lead Funnel by Sales Motion]]) — write project retro doc. All DAT-560–564 closed; only retro pending.
- Docs
  - Send the auto-export dashboard PNG feedback to Khai To (currently draft in Backlog). 2-way sync CLI shipped → right window. Pair with local-dev demo doc PR.
P3 – Nice to Have
- Personal
  - Migrate other notes from Obsidian (in-progress).
  - Review and update [[Personal Context]].
- Teaching
  - Set-based vs row-based thinking exploration; visualization resources research; pudding.cool resources.
- Internal
  - TODO Feedback - Publish for CLI? (captured May 18).
Backlog (deprioritized — do not pull unless P1/P2 slate clear)
- Internal — DAT-524 Fix excluding internal Zoho test accounts — 14-week carry-over. Action this week: raise in 1-on-1 (same slot as DAT-576) to formally drop or assign owner.
Focus days suggestion (weekend-included)
- Mon (May 18): Power BI playbook finalization (AM deep work, 09:00–12:00). PM: send draft to anh Khai To + anh Huy for review.
- Tue (May 19): Publish playbook to docs AM. BuyCo onboarding call (per call time). PM: capture call follow-ups + recovery.
- Wed (May 20): 1-on-1 with manager — raise DAT-576 re-scope (3 options ready) + DAT-524 formal drop. Local-dev demo doc PR drafting. Lead Funnel by Sales Motion retro.
- Thu (May 21): Local-dev demo record demo scenario. Send auto-export PNG feedback to Khai To. Wamly check.
- Fri (May 22): Lead Funnel retro doc. Wrap-up + W21 weekly report. P3 plugin if time.
- Sat (May 23): AM — Spark roadmap for Yên. PM — H1 self-reflection draft.
- Sun (May 24): CV refresh + finalize H1 reflection.

Carry-over watch

Item	Since	Weeks	Action
DAT-576 MRR exchange rate	W16 (Apr 13)	5	Escalate in 1-on-1 Wed as a prioritization question — presales has legitimately outranked it 5 weeks in a row. 3 options: re-scope to presales-compatible size / hand off / de-prioritize. No more Mon AM blocks.
DAT-524 exclude internal Zoho accounts	W7 (Feb 9)	14	Raise in 1-on-1 Wed to formally drop or assign owner. Same slot as DAT-576.
Add demo video for local dev docs	W17 (Apr 20)	5	UNBLOCKED — ship 1 doc PR by Fri.
Wamly onboarding	W18 (Apr 27)	3	Customer-side block. Check Chukwudi re-engagement by Wed; if no movement → backlog.
H1 self-reflection + CV	W19 (May 4)	2	Lock Sat May 23 + Sun May 24 non-negotiable.
Power BI playbook	W20 (May 15)	1	Mon EOD review-ready.

Principles to apply this week
- Mon-AM strategic block defense — Power BI playbook deserves the AM block, not carry-overs. Carry-overs go PM or Friday.
- Prioritization > scheduling — when an item slips 5 weeks straight, it’s not a Monday problem; it’s that other work is genuinely more important. Make the prioritization explicit upward, don’t quietly re-baseline.
- Conceptual diagram > long video (BuyCo lesson) — applies to playbook AND to demo-video scoping. Diagrams first, narration second.
- The Mom Test on the BuyCo call — ask about specifics (“which PBI workflow takes longest today?”), avoid leading questions on pain points.
- Defend weekend deep-work slots like meetings — H1 reflection has slipped twice. Calendar block, treat as immovable.
- Let demand pull the template — Power BI playbook structure is reusable, but don’t formalize a “BI migration playbook series” until a second migration request lands. Premature formalization = wasted ROI.

Chinh (lelouvincx) / Weekly Planning - 2026-W21

Plan for week W21 (May 18 – May 24, 2026)