👥 Key Contacts
Host
Alex
On-site Coordinator
Louise | Melanie (meeting invites)
Hotel / Party Venue
AML Cavalier Maxim (boat departs 19:00 Dec 5)
Emergency Contact
[Insert mobile]
📍 Quick Travel Note: Dec 2: Alex arrives late afternoon. Dec 6: Alex returns to Plano.
📅 Daily Schedule
Dec 2 — Travel Day
Late afternoon
Arrival & Check-in
Settle in / prepare for Dec 3 meetings
Dec 3 — Full Day
1.5 free hours08:30 – 09:30
Walk the floor in production
Jennifer, Claude, Marc, Junior, Alvaro, Alex
09:30 – 10:25
Coffee with Alex — Room 420 (Production)
List A attendees
10:30 – 11:25
Coffee with Alex — Room 420
Hardware Eng, Logistics, Procurement (List B)
11:25 – 12:00
Lunch / Break
12:00 – 12:55
Sandwiches with Alex — Room 420
Ops & 3rd line support (List C)
13:00 – 13:55
ATF Alignment with PMs & Tech Teams
Progress review & next steps
Tony, Robin, Serge, etc.
14:00 – 14:55
Cookies / Research & Prototype — Room 420
List D attendees
15:00 – 15:55
2026 Roadmap Elements
Serge + cross-functional leads
16:00 – 16:55
Close / Daily Wrap-up
Dec 4 — Full Day
2 free hours09:00 – 09:55
Coffee with Alex — Room 420
Finance, Admin, Facilities, Sales, Marketing
10:00 – 10:30
Quick Sync: Serge & Alex
10:30 – 11:00
One-on-One: Alex & Alvaro
11:00 – 11:50
Open Catch-ups
12:00 – 13:30
Monthly Kitchen Catch-up + Celebration Lunch
All Montreal employees
Topics: team project updates, migrations, kanban/workflow, training, recognition
13:30 – 14:25
Coffee and Fruits with Alex — Room 420 (Dev)
14:30 – 15:00
Coffee and Fruits with Alex — Room 420
Rev Ops, PMO, Legal
15:00 – 15:55
Final Open Items / Admin
16:00 – 16:55
Wrap-up
Dec 5 — Holiday Party Day 🎉
1-2 free hours09:00 – 09:55
Coffee with Alex — Room 420 (CI, QA)
10:00 – 10:55
Ops Review: Priorities & Objectives
Prep for 2026 discussions
Jenn, Tony C, Alex, Alvaro
11:00 – 11:30
Montreal Office: Present 2026 Phases & Plans
Louise, Alvaro, Alex
11:30 – 12:00
Buffer / RTO Updates
12:00 – 12:55
Sandwiches with Alex — Room 420 (Dev, QA)
13:00 – 13:55
2026 Objectives: Senior Managers Meeting
Set direction & vision
⚠️ Bring printed copies of 2026 Objectives Summary (Handout 1) and ATF Status (Handout 2)
14:00 – 14:55
Free / Prep Time
15:00 – 15:30
Leave hotel to freshen up
15:30 – 17:15
Free Time / Work from Hotel
17:15
Leave for Party Venue
⚠️ MUST arrive before 18:30. From Marriott Chateau Champlain: ~10 min travel. Leave earlier for traffic.
17:30 – 18:00
Registration at Ticket Office
Greet people
18:00 – 18:45
VIP Boarding — Cavalier Maxim, Deck C
Welcome cocktail
19:00 – 22:00
🚢 Boat Cruise & Dinner
22:00 – 24:00
Boat Docks & On-Deck Party
Dec 6 — Departure
Morning
Alex returns to Plano
📋 Notes & Reminders
- Bring printed copies of the 2026 Objectives Summary (Handout 1) and ATF Status (Handout 2) to the 13:00 meeting on Dec 5
- Hotel address / venue directions: Grand Quai de Montreal, 200 rue de la Commune Ouest — Cavalier Maxim (confirm with organizer)
- Attendee lists for key meetings: see separate attendee lists / calendar invites
📎 Handout: 2026 Objectives Summary
Vision Statement
Align 2026 roadmap to scale operations, improve quality & delivery predictability, and enable market expansion.
Top Strategic Objectives (Priority Order)
1Deliverable Quality & Program Alignment
Objective: Reduce defects/rework by 30% YoY; ensure program-level alignment across PMO, QA, and Ops.
Key measures: defect trend, on-time milestones, QA coverage.
Owners: QA Lead, Program Manager, Ops Lead.
Key measures: defect trend, on-time milestones, QA coverage.
Owners: QA Lead, Program Manager, Ops Lead.
2Product & Roadmap Prioritization
Objective: Focus on top 3 platform initiatives that deliver biggest customer and revenue impact.
Actions: Consolidate roadmap inputs (Dec 3 & Dec 5 meetings), finalize top-3 initiatives by end of Q1 2026.
Owners: SVP Product, Product Managers, Serge.
Actions: Consolidate roadmap inputs (Dec 3 & Dec 5 meetings), finalize top-3 initiatives by end of Q1 2026.
Owners: SVP Product, Product Managers, Serge.
3Operational Scale & Workflow (Kanban & RTO)
Objective: Improve throughput by optimizing kanban/workflow and defining RTO desk configurations.
Measures: cycle time, throughput, desk occupancy (Montreal office).
Owners: Ops, Facilities, HR.
Measures: cycle time, throughput, desk occupancy (Montreal office).
Owners: Ops, Facilities, HR.
4Migration & Platform Stabilization
Details to be discussed during trip meetings.