Finding a time for a check-in
Email thread Lornefield Pensions Administration · cs
Daniel Okafor flagged fewer logins and asked for a check-in. Imogen Hartley confirmed two relationship managers moved to other work and others went back to spreadsheets, and asked to see which questions are being asked.
What was said
What this says
Current to 13 Oct 26Daniel Okafor flagged fewer logins and asked for a check-in. Imogen Hartley confirmed two relationship managers moved to other work and others went back to spreadsheets, and asked to see which questions are being asked.
Ask: Imogen wants Daniel to bring data on which questions are asked and by whom. She frames the test as whether the brain answers what the team needs on a Monday morning.
Customer view: she had already noticed the drop and is candid about it. Daniel agreed a Wednesday invitation for the following week.
Next: Daniel to send the invitation and the questions summary.
The thread
Updated 9 Oct 26Messages
Daniel Okafor 21 Aug 2025 09:30Hi Imogen, I hope the week is treating you well. I'd like to get a proper check-in in the diary with you and the team. Looking at the usage over the last few weeks, fewer people seem to be logging in than earlier in the year, and I'd rather hear from you how the team is finding it than guess at the reasons. Would you have thirty minutes sometime next week? I'll come back to you by the end of the day with a couple of slots if that helps. Best wishes, Daniel
Imogen Hartley 21 Aug 2025 10:07Daniel, Thanks for flagging this. I'd noticed the same thing, to be honest. Two of the scheme-relationship managers have moved onto other work for now, and one or two others have drifted back to their old spreadsheets. The real question is whether the brain is still answering what they actually need on a Monday morning. Next week works. Mid-week is best, as I'm in back-to-back reviews at the start of it. Could you also bring anything you can see on which questions are being asked? I'd like to make it count. Best, Imogen- Daniel Okafor 21 Aug 2025 12:38Hi Imogen, Thank you, that's helpful and very honest. Just to close the loop: I'll send you an invitation for Wednesday of next week, and I'll bring a short summary of the questions being asked and who is asking them, so we can talk about it properly. If Wednesday doesn't work once you've looked at your diary, tell me and I'll move it. Best wishes, Daniel