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Kickoff call: finding a time

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Callie Brennan and Aisha Bukhari agreed a kickoff call for Tuesday morning, with a contract manager attending. Aisha wants to be clear on what the contract says about where the data sits, and Callie sent an agenda and offered a setup note.

What was said

What this says

Current to 11 Oct 26

Callie Brennan and Aisha Bukhari agreed a kickoff call for Tuesday morning, with a contract manager attending. Aisha wants to be clear on what the contract says about where the data sits, and Callie sent an agenda and offered a setup note.

Ask: Callie wanted a kickoff to agree the first weeks of setup. Aisha replied on 9 Jan 2025, apologising for the slow reply, and chose Tuesday morning.

Customer view: she wants the setup to reflect how the contract managers work and wants no surprises on data location for the trust. Callie replied the same day with an agenda and promised the setup note.

Next: hold the call, bring the setup note and keep access in writing before any connection.

AI · claude-sonnet-5-5 · 11 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages3
First message2025-01-07
Last message2025-01-09

Messages

  1. Callie Brennan
    Callie Brennan 7 Jan 2025 16:16
    to Aisha Bukhari
    Hi Aisha, Welcome aboard. Before we switch on the refresh, I would like to hold a kickoff call so we agree the plan for the first few weeks. What I need from your side is a time that suits you and anyone from the contract managers' team you would like to bring. The call should take about an hour. It is mostly walking through the order of the connections, who holds the access for each system, and what you want to see first once the data lands. Could you let me know which days later this week or early next week work for you? Thanks, Callie
  2. Aisha Bukhari
    Aisha Bukhari 9 Jan 2025 13:11
    to Callie Brennan
    Dear Callie, Thank you, and apologies for the slow reply, it has been a busy week on the contracts side. Next Tuesday morning would suit me best. I would like to bring one of the contract managers so that what we set up reflects how the team actually works. I will also want to be clear on what the contract says about where our data sits, as there should be no surprises for the trust later on. Would you be able to send a short agenda beforehand? Best wishes, Aisha
  3. Callie Brennan
    Callie Brennan 9 Jan 2025 15:42
    to Aisha Bukhari
    Hi Aisha, Tuesday morning is fine, I will send you a calendar invite shortly. Agenda, so you have it in advance: - who owns access to each system we connect - the order we connect them in, and a date against each step - what your first view of the data should look like - how and when you are happy to hear from us during setup On information governance, I will bring the setup note so we can go through where the data lives. Nothing gets connected until we have access in writing. Thanks, Callie

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