# Meeting Summary: Q1 Product Planning

## Meeting Details
- **Date:** December 5, 2024
- **Duration:** 60 minutes
- **Attendees:** Sarah (PM), Mike (Engineering), Lisa (Design), Tom (Marketing)
- **Meeting Type:** Planning session

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## EXECUTIVE SUMMARY

The team aligned on three major features for Q1: AI-powered search, dashboard redesign, and API v2. After debating timeline concerns, we agreed to phase the dashboard redesign to reduce risk. The AI search feature was confirmed as top priority based on customer feedback. Marketing will need assets by mid-January for the February launch announcement.

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## KEY DECISIONS

| Decision | Made By | Rationale |
|----------|---------|----------|
| AI search is Q1 priority #1 | Sarah | Customer requests + competitive pressure |
| Dashboard redesign will be phased | Team consensus | Reduces risk, allows iteration |
| API v2 moves to late Q1 | Mike | Engineering capacity constraint |
| February 15 target for AI search launch | Sarah + Mike | Balances speed with quality |
| Will hire one more frontend engineer | Sarah | Needed for dashboard work |

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## ACTION ITEMS

### High Priority (This Week)

| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| Write AI search PRD with requirements | Sarah | Dec 9 | Not started |
| Estimate engineering effort for AI search | Mike | Dec 10 | Not started |
| Create initial dashboard wireframes | Lisa | Dec 12 | In progress |

### Medium Priority (Next 2 Weeks)

| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| Draft launch announcement for AI search | Tom | Dec 18 | Not started |
| Post frontend engineer job listing | Sarah | Dec 11 | Not started |
| Research competitor AI search features | Tom | Dec 15 | Not started |
| Schedule design review for dashboard v1 | Lisa | Dec 16 | Not started |

### Lower Priority (This Month)

| Action | Owner | Due Date | Status |
|--------|-------|----------|--------|
| Document API v2 breaking changes | Mike | Dec 22 | Not started |
| Plan customer beta program for AI search | Sarah | Dec 20 | Not started |

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## DISCUSSION HIGHLIGHTS

### AI Search Feature
- Customer support tickets about search have increased 40% in past quarter
- Competitors launched similar features in Q4
- Mike confirmed feasibility with current tech stack
- Will use existing search infrastructure as foundation
- Beta with select customers before full launch

### Dashboard Redesign
- Original plan was full redesign in Q1
- Lisa raised concerns about scope creep
- Agreed to phase: navigation first, then widgets, then customization
- Phase 1 (navigation) targeted for end of Q1
- Full redesign completion now expected Q2

### API v2 Timeline
- Originally planned for early Q1
- Mike flagged that AI search will consume most backend capacity
- Moved to late Q1, may slip to Q2
- Need to communicate timeline to enterprise customers
- Tom will draft customer communication

### Hiring
- Current team stretched thin
- Agreed to prioritize one frontend hire
- Sarah will expedite job posting
- Target start date: early February

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## OPEN QUESTIONS

1. **AI Search:** Should we charge extra for AI search or include in existing plans?
   - Owner: Sarah to decide after competitive analysis
   - Deadline: Dec 15

2. **Dashboard:** Do we need user research before wireframes or can Lisa proceed?
   - Owner: Lisa to assess
   - Decision: Proceed with wireframes, validate with 3-5 users

3. **API v2:** How do we communicate delay to enterprise customers waiting for v2?
   - Owner: Tom to draft communication
   - Review: Next meeting

4. **Hiring:** Can we use a contractor while waiting for full-time hire?
   - Owner: Sarah to explore
   - Deadline: Dec 10

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## PARKING LOT

Topics raised but deferred to future discussion:

- Mobile app improvements (revisit in Q2 planning)
- Integration with Salesforce (waiting on partnership discussion)
- Pricing tier restructuring (separate meeting needed)
- Team offsite planning (January)

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## NEXT MEETING

**Date:** December 12, 2024
**Time:** 2:00 PM
**Focus:** Review AI search PRD and dashboard wireframes

**Prep Required:**
- Sarah: PRD complete and shared 24 hours before
- Lisa: Wireframes ready for review
- Mike: Engineering estimates documented
- Tom: Competitive analysis findings

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## ATTENDEE TAKEAWAYS

**Sarah (PM):**
- Write AI search PRD by Monday
- Post engineering job listing
- Decide on AI search pricing

**Mike (Engineering):**
- Estimate AI search effort
- Document API v2 changes
- Flag any technical blockers early

**Lisa (Design):**
- Complete dashboard wireframes
- Schedule design review
- Validate with users

**Tom (Marketing):**
- Research competitor AI features
- Draft launch announcement
- Prepare customer communication for API delay