- Nancy will call Jeff to determine where he is staying and to ask him to call when he arrives.
- Mar or Nancy will contact the agency and determine how late they are open, will we need a key, passwords, or other solutions to clear any hurdles (expected and unexpected) to allow for the hosting of an evening meeting.
- Mar and Nancy will head home shortly to be connected and allow prep for meetings. Both offered their homes for collaboration as both are wireless and children free.
- Meg is home and will stay there until whenever, but was expected at office from 12-8pm or something like that. Presumably that schedule stays in tact if meeting happens at office.
- Mar is taking Jeff's client specific folder to Joe via flash drive or dropbox
- Keith is going to try and set up Mobile Hot Spot for office. Trying to finish by 1:30 so it can be tested and is up and running for a while before the meeting.
- Phones are now forwarded to Nancy's phone.
- If I have more status, I will post it here. Feel free to post comments.
Thursday, February 3, 2011
EK&A Plan
Just off the phone with Marceline and Nancy. Here are current follow-up items:
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3 comments:
Sounds good. I am getting set here. I am up for going wherever anyone thinks would be the best place or just continuing to communicate using this blog as well as emails and IM when everyone is back home. I will be reviewing jeff's plan from home for now. I want to just keep my head in his plan and communicate alternate plans to mar and nancy in order to keep pushing forward. I should have some additional scenarios that i will need sent to both nancy and mar within the next hour or so as i look through the base plan. I will also be thinking through the other items related to insurance, investment proposals, etc as i am working in the plan and communicate them to meg.
Mar and Nancy are leaving the office now and meeting at Mar's house soon in order to work in eMoney together. We're feeling like duplicate plans for Weber and Gold are the priorities, and we need to be doing those together.
I called Roosevelt Glen and they are on Comcast too so same situation as us.
Nancy and I will contact the agency.
Nancy will remain point of contact for Jeff to let him know circumstances/location may change while he is in-flight.
i have to step away for 30 minutes - back at 10:45
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