Booking our next review

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Kelvinhaugh Pension Services: documents · cs

Logistical thread. Daniel Okafor asks for a review slot and Fiona Drummond accepts a Wednesday morning, bringing two managers who use the brain most. No concerns raised.

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Logistical thread. Daniel Okafor asks for a review slot and Fiona Drummond accepts a Wednesday morning, bringing two managers who use the brain most. No concerns raised.

Ask: Daniel wanted the next review booked while things were going well, to look at how the managers use the brain and where Fiona wants more.

Customer view: Fiona agreed promptly and chose to bring the two managers who have taken to it most, so they can say what they actually use it for.

Next: Daniel to send the invite for the Wednesday morning, after ten.

AI · claude-sonnet-5-5 · 11 Oct 2026

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Updated 9 Oct 26

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First message2024-05-31

Last message2024-06-04

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Daniel Okafor 31 May 2024 16:15
to Fiona Drummond
Hi Fiona, I hope the week has been kind to you. I'd like to get our next review into the diary while things are going well. It would be good to look together at how the managers are using the brain, what is working and where you would like more from it. Could you do a morning in the week after next? Tuesday or Wednesday would suit me best, but I'm happy to work around you. An hour should be plenty, and please bring anyone from the team who would like to join. Let me know what works and I'll send the invite. Best wishes, Daniel
Fiona Drummond 4 Jun 2024 15:35
to Daniel Okafor
Hi Daniel, Thanks for this. Wednesday morning works well for me, ideally after ten so I can get through my own inbox first. I'll ask two of the managers to join, since they are the ones who have taken to it most and can say what they actually use it for. If you could send the invite across, I'll make sure it is protected in my calendar. Thanks, Fiona

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