Setting a date for our quarterly review

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Daniel Okafor and Imogen Hartley agreed a quarterly review for Monday morning. Imogen will bring Douglas Baird and Craig Paterson and asked for plain slides on what the team actually does with the brain.

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Current to 13 Oct 26

Daniel Okafor and Imogen Hartley agreed a quarterly review for Monday morning. Imogen will bring Douglas Baird and Craig Paterson and asked for plain slides on what the team actually does with the brain.

Ask: Daniel wanted a one-hour quarterly review covering usage, what the team asks most and anything to look at.

Customer view: Imogen agreed and widened the audience. Douglas likes plain terms, and Craig sees connector trouble first.

Next: Daniel will send the Monday invitation and use real examples from trustee calls and member-query tickets.

AI · claude-sonnet-5-5 · 13 Oct 2026

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Updated 9 Oct 26

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First message2023-08-01

Last message2023-08-02

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Daniel Okafor 1 Aug 2023 15:55
to Imogen Hartley
Hi Imogen, It's about time we put a quarterly review in the diary. I'd like to cover how usage has moved since the spring, what the team is asking most, and anything you would like us to look at before the year progresses. Would you be able to join for an hour, and is there anyone else you'd like to bring? Last time you mentioned Douglas might want to hear how it's going. Best wishes, Daniel
Imogen Hartley 1 Aug 2023 16:56
to Daniel Okafor
Hi Daniel, Yes, let's do it, and I'll ask Douglas to join. He likes to see the picture in plain terms, so if you can keep the slides to what the team is actually doing with it, that will help. Craig should be there too, as he's the one who sees any connector trouble first. Next week looks reasonable for me, mornings better than afternoons. Let's make it count. Best, Imogen
Daniel Okafor 2 Aug 2023 13:48
to Imogen Hartley
Hi Imogen, That's very helpful, thank you. I'll keep it plain and short, with real examples from your trustee calls and member-query tickets rather than charts for their own sake. I'll send an invitation for Monday morning to you, Douglas and Craig. If that doesn't suit anyone, tell me and I'll come back to you by the end of the week with another slot. Best wishes, Daniel

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