Meeting Prep Audit — 2026-01-29 21:17
Calendar: steven@worca.io Period: Today (Jan 29) + Tomorrow (Jan 30) Changes since last run (12:34): All today's meetings now COMPLETED
Summary
| Status | Count |
|---|---|
| PREP_NEEDED | 5 |
| ACTION_NEEDED | 0 |
| COMPLETED | 5 |
| SKIPPED | 1 |
Today's Schedule — Thursday, January 29 (All Completed)
| # | Time | Meeting | Attendees | Status | Notes |
|---|---|---|---|---|---|
| 1 | 09:15-09:45 | Account Growth Team Daily | Steven, Alec, Alvin | COMPLETED | Daily standup |
| 2 | 10:00-10:30 | 30 Min Meeting with Nelson Chu | Steven, Nelson Chu | COMPLETED | Meeting about FJor |
| 3 | 12:30-13:00 | Steven and Kim Cielo | Kim Cielo (cymate.io), Steven | COMPLETED | Exit call for Cymate engagement |
| 4 | 16:00-17:00 | Gene & Steven - Building AI Agents (and Cigar) | Steven, Gene Chuang | COMPLETED | AI agents discussion |
| 5 | 16:00-16:30 | Worca Daily Team Huddle (Asia) | 11 guests | COMPLETED | (Conflicted with Gene meeting) |
| 6 | 18:00-21:00 | Out of office | — | SKIPPED | Personal time |
Tomorrow's Schedule — Friday, January 30
| # | Time | Meeting | Attendees | Status | Notes |
|---|---|---|---|---|---|
| 1 | All-day | REMIND: TW Payroll Release Date | — | PREP_NEEDED | Verify payroll ready |
| 2 | 09:15-09:45 | Account Growth Team Daily | Steven, Alec, Alvin | PREP_NEEDED | Daily standup |
| 3 | 10:00-11:00 | Worca Account review - weekly | Luke Welch, Alec, Alvin, Steven | PREP_NEEDED | Weekly account review |
| 4 | 12:00-16:00 | LA Team Cowork! | Steven, Linda Chen, Alec | PREP_NEEDED | In-person collaboration |
| 5 | 13:30-14:00 | Gary & Steven | Steven, Gary Yue | PREP_NEEDED | Bi-weekly sync (during LA Cowork) |
| 6 | 16:00-16:30 | Worca Daily Team Huddle (Asia) | 11 guests | PREP_NEEDED | Daily huddle |
Detailed Prep for Tomorrow's Meetings
1. TW Payroll Release Date (All-day reminder)
Type: Finance milestone
Action Items:
- Confirm with Wilson/Alec that TW payroll is ready for release
- Verify all Wise transfer approvals are complete (see email triage - 3 pending)
- Check Remote account status (was restricted earlier)
Expected Outcome: Payroll released on time with no issues
Gaps:
- 3 Wise transfers pending approval ($7,666.67 + $6,416.67 + $2,886.49)
- Need to confirm Remote account restriction resolved
2. Account Growth Team Daily (09:15-09:45)
Type: Daily standup with Alec and Alvin
Agenda:
- Review P0 items from yesterday
- Pipeline updates and client status
- Blockers to resolve
Expected Outcome: Team aligned on priorities for the day
Questions to Ask:
- What's the status on Remote account restriction?
- Any client escalations from overnight?
- What's blocking deals from moving forward?
Gaps: None
3. Worca Account Review - Weekly (10:00-11:00)
Type: Weekly review with Luke Welch, Alec, Alvin
Agenda:
- Review active client accounts
- Discuss at-risk accounts and mitigation plans
- Identify upsell opportunities
Expected Outcome: Clear action items for each account
Questions to Ask:
- Which accounts need immediate attention?
- What's the churn risk this quarter?
- Are there expansion opportunities with current clients?
Gaps: Need to review account health metrics before meeting
4. LA Team Cowork! (12:00-16:00)
Type: In-person collaboration session with Linda and Alec
Agenda:
- Strategic planning and alignment
- Process improvements
- In-person relationship building
Expected Outcome: Better team alignment and completed collaborative work
Questions to Ask:
- What processes are working/not working?
- Where do you need more support?
- What should we prioritize for Q1?
Gaps: None — this is a working session
5. Gary & Steven (13:30-14:00)
Type: Bi-weekly sync with Gary Yue (during LA Cowork)
Agenda:
- Catch up on mutual interests
- Discuss any collaboration opportunities
- Network updates
Expected Outcome: Relationship maintained, opportunities identified
Questions to Ask:
- What are you working on right now?
- Is there anyone I should meet?
- How can I help?
Gaps: None
6. Worca Daily Team Huddle - Asia (16:00-16:30)
Type: Daily team huddle with 11 guests
Agenda:
- Yesterday's wins
- Today's priorities
- Blockers and support needed
Expected Outcome: Team aligned for end of week
Questions to Ask:
- What did we ship this week?
- What's carrying over to next week?
- Any weekend coverage needed?
Gaps: None
Conflicts
| Time | Conflict | Suggested Resolution |
|---|---|---|
| None | No conflicts tomorrow | — |
Key Preparation Actions for Tomorrow
- Tonight: Approve Wise transfers (3 pending - $16,969.83 total)
- Tonight: Review COI request for insurance
- Tonight: Review Norman Alcoba compensation approval
- Morning: Check Remote account status before standup
- Before 10:00: Pull account health data for weekly review
Master Feedback
[Fill after review]