Strategy Meeting
Artifact info
Title:

James and Audri Session 2

Engagement:

Iris Website Redesign

Client:

Iris Cocreative

Meeting Date:
May 5, 2025
Next Meeting Date:
No items found.
People
Audrianna Jacques
James Redenbaugh
Artifact Image
Meeting Summary

Meeting Overview

In the Strategy and Planning Session, James Redenbaugh and Audrianna Jacques addressed key challenges and strategies for Iris, focusing on organizational roles, team formation, and project management. James highlighted the need for clear role definitions and agreements among team members, proposing the creation of detailed role descriptions by month-end. Audrianna emphasized the importance of onboarding, suggesting the prioritization of an operations/management role. They discussed project management difficulties, including timeline management and communication issues, proposing visual systems for improved clarity. The conversation also touched on personal work-life balance, with James expressing a need to reduce his extensive work hours as he anticipates family changes. Financial planning was reviewed, with recommendations to consider hiring an accountant for better financial management. The meeting concluded with action items for both participants, including developing the organization chart and exploring costs for additional hires, with a follow-up meeting scheduled to continue the discussion.

Notes

🔄 Business Roles and Structure Discussion (00:00 - 07:48)
  • James discussed the challenges of managing different roles within Iris
  • Audrianna proposed creating clear agreements between James and team members to define roles
  • James suggested developing role descriptions and tangible agreement documents by month end
  • Discussed how these roles relate to clients, time management, and work processes
  • James explained their 'action process' for turning ideas into reality at Iris
🚀 Team Formation Strategy (07:48 - 15:38)
  • Audrianna emphasized the importance of deciding who to bring in first and the onboarding process
  • Suggested prioritizing an operations/management role who could then help onboard others
  • Estimated a 2-3 month onboarding period would be realistic
  • James described current meeting structure: weekly meetings with regular team members, as-needed client meetings
  • James noted he's currently the only project manager but works with external teams in Kosovo and Germany
⏰ Project Management Challenges (15:38 - 27:03)
  • Discussed challenges with timeline management across different teams
  • James shared a recent example of communication issues with the Kosovo team about deliverables
  • Discussed need for better visibility and alignment around project timelines
  • Audrianna proposed creating systems with visual timelines and automated notifications
  • Compared to Duolingo's effective notification and motivation system
🖥️ System Automation Solutions (27:04 - 39:46)
  • James mentioned potential AI automation solutions offered by a colleague
  • Discussed building custom interfaces on their website using Airtable data
  • James showed a radial interface design for visualizing project timelines
  • Proposed creating multi-level views: high-level for all teams, and filtered views by project or team member
  • Discussed balancing system complexity with usability based on past experiences with ClickUp
⚖️ Personal Work-Life Balance (39:46 - 51:28)
  • James revealed working 13+ hour days regularly, occasionally up to 18 hours
  • Discussed life changes: getting married in September, planning for children soon after
  • Acknowledged need for better time management before becoming a parent
  • Goal to reduce work hours: from 13+ hours to potentially 6 hours/day in ideal scenario
  • Discussed need to understand project profitability by analyzing where time is spent across projects
📊 Financial Planning and Next Hires (51:28 - 01:01:43)
  • James is collecting data from creatives about effort allocation to analyze profitability
  • Audrianna suggested hiring an accountant might be more feasible as first hire than project manager
  • Discussed benefits of accountant: typically more affordable, would handle invoicing, provide financial clarity
  • Suggested James reach out to peers with similar businesses to understand budget needs
  • Recommended James track his own hours to better understand time investment across projects
đź“‹ Action Planning and Next Meeting (01:01:44 - 01:03:48)
  • Scheduled next meeting for Thursday at 2pm James's time (11am Audrianna's time)
  • Set homework for James to continue developing organization chart
  • Additional tasks: implement time tracking, explore accountant costs, develop role descriptions
  • Audrianna to send meeting notes from previous sessions

Action items

James Redenbaugh
  • Complete organization chart and role descriptions by end of month (01:53)
  • Create agreement documents for each role (01:53)
  • Continue evolving organization chart understanding before next meeting (01:02:22)
  • Implement personal time tracking using ClickUp (58:34)
  • Collect breakdown of effort allocation from creatives across projects (49:36)
  • Explore cost of bringing in an accountant (01:03:34)
Audrianna Jacques
  • Send organized notes from previous meetings (56:54)
Relevant Initiatives

Iris Studio Design

Priority: 
Very High
Size: 
L
Planning Stage
Transcript