Meeting Prep Audit — 2026-02-01 20:30
Calendar: steven@worca.io Period: Today (Feb 1) + Tomorrow (Feb 2)
Summary
| Status | Count |
|---|---|
| PREP_NEEDED | 6 |
| ACTION_NEEDED | 1 |
| COMPLETED | 0 |
| SKIPPED | 0 |
Action Items
| # | Meeting | Time | Issue | Resolution Needed |
|---|---|---|---|---|
| 1 | Product Weekly + Worca Daily Huddle | Feb 2 16:00 | Time conflict — both at 16:00 | Decide which to attend or delegate |
Full Audit Table
Today (Sunday Feb 1)
No meetings scheduled.
Tomorrow (Monday Feb 2)
| # | Time | Meeting | Attendees | Status | Agenda | Expected Outcome | Questions | Gaps | Master Action |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 09:15-09:45 | Account Growth Team Daily | Steven, Alec, Alvin | PREP_NEEDED | 1. P0: Past-due invoices — email/call clients 2. P1: Daily success workflow — Review Bench v2 3. Pipeline updates | Blockers cleared, invoices actioned | What's blocking collections? Any client escalations? Pipeline changes? | None — recurring standup | Review agenda |
| 2 | 10:00-11:00 | Worca Account review - weekly call | TBD | PREP_NEEDED | 1. Account health review 2. At-risk accounts 3. Expansion opportunities | Clear action items per account | Which accounts need attention? What's the renewal pipeline? Any churn risk? | Need attendee list | Review |
| 3 | 11:00-11:30 | 30 Min Meeting with Jean-Baptiste Coger | Steven, Jean-Baptiste | PREP_NEEDED | 1. Fjor AGM follow-up 2. Explore collaboration 3. Next steps | Clear next steps, potential partnership defined | What's his interest in Worca? What collaboration makes sense? What's his timeline? | Context on Jean-Baptiste's company/role | Prep context |
| 4 | 15:30-16:30 | Weekly 1:1 Steven x Lydia | Steven, Lydia | PREP_NEEDED | 1. Talent pipeline update 2. Hung-Wei interview scheduling 3. Retention metrics | Clear priorities for the week | How's the senior advisor pipeline? Any retention concerns? What support needed? | Check Lydia's recent updates | Review |
| 5 | 16:00 | Product Weekly Check-in | TBD | ACTION_NEEDED | 1. Sprint progress 2. Blockers 3. Priorities | Sprint status clear | What shipped? What's blocked? What's next? | Conflicts with Huddle | Resolve conflict |
| 6 | 16:00 | Worca Daily Team Huddle (Asia) | Team | ACTION_NEEDED | 1. Daily updates 2. Blockers 3. Handoffs | Team aligned | Any urgent items? Handoffs needed? | Conflicts with Product | Resolve conflict |
Conflicts
| Time | Conflict | Suggested Resolution |
|---|---|---|
| Feb 2 16:00 | Product Weekly Check-in vs Worca Daily Team Huddle (Asia) | Both scheduled at 16:00. Options: 1) Attend Product Weekly, delegate Huddle to Alvin 2) Join Huddle first 15 min, then Product 3) Reschedule one meeting |
Meeting Prep Notes
Jean-Baptiste Coger Meeting (11:00)
- Context: Met at Fjor AGM (from email thread). This is a networking follow-up.
- Prep needed: Research Jean-Baptiste's company/role before the call
- Goal: Explore potential synergies, build relationship
Weekly 1:1 with Lydia (15:30)
- Context: Lydia sent email about interview scheduling for Hung-Wei (Senior Advisor Role - HIHQ)
- Prep needed: Review Lydia's recent emails, prepare to discuss Hung-Wei scheduling
- Goal: Align on talent priorities, resolve scheduling
Master Feedback
[Fill after review]