SoundBridge Health Executive Retreat Agenda

Participants: Chris Boardman (CEO), Dr. Herman [CMO], Nio Queiro (COO)
Virtual: James Lakes (CGO) - Saturday | Alfie Payne (CTO) - Sunday morning
Duration: Saturday 6-8 hours + Sunday morning 3 hours

SATURDAY

Opening: Journey Review + Strategic Alignment (90 minutes)

• Where We Started (20 min): Chris reviews SoundBridge origin story and initial vision
• What We've Learned (25 min): Herman & Nio share healthcare insights gained over past year
• Problems Encountered (25 min): Team discussion of obstacles faced and lessons learned
• Future Obstacles & Next Steps (20 min): Identifying upcoming challenges and strategic alignment

BREAK (15 minutes)

Executive Roles & Structure (75 minutes)

• Role Definition (45 min):
  • Chris: Product vision, strategy, innovation leadership
  • Herman: Clinical operations, medical partnerships, regulatory compliance
  • Nio: Business operations, finance, scaling, compliance
• Decision Framework Review (30 min): Chris presents framework document, team provides feedback

LUNCH BREAK (60 minutes)

James Lakes Virtual Session: B2B Enterprise Strategy (60+ minutes)

• Enterprise Healthcare Partnership Best Practices (40 min): Proven strategies for B2B healthcare sales
• Implementation Strategy (20+ min): Tactical approach to achieve enterprise partnership goals

BREAK (15 minutes)

90-Day Implementation Priorities (90 minutes)

• Chris's Implementation Vision (30 min): Concurrent development strategy presentation
• Herman & Nio Feedback (30 min): Healthcare expertise input on feasibility and approach
• Concurrent Development Matrix (30 min): Create responsibility matrix for simultaneous progress areas

4:00 PM - Department Essentials (75 minutes)

• Product Development (25 min): Priorities, clinical requirements, timeline
• Facilitator Training (25 min): Curriculum, certification, pilot hospitals
• Healthcare Operations (25 min): Partnerships, revenue model, compliance

5:15 PM - WRAP SATURDAY

SUNDAY MORNING

9:00 AM - Alfie Virtual Session: Technical Strategy (45 minutes)

• Platform Priorities (30 min): Current state, healthcare requirements, 90-day roadmap
• Resource Needs (15 min): Technical hiring, infrastructure, support requirements

9:45 AM - KPIs & Success Metrics (45 minutes)

• Executive Accountability (25 min): Individual performance metrics
• Company Metrics (20 min): Growth, quality, financial measures

10:30 AM - BREAK (15 minutes)

10:45 AM - Communication & Operations (30 minutes)

• Meeting Rhythms: Weekly check-ins, monthly reviews, quarterly planning
• Emergency Protocols: Basic framework and authority matrix

11:15 AM - Action Items & Next Steps (45 minutes)

• Week 1 Commitments (20 min): Immediate actions per executive
• 30-Day Milestones (15 min): Specific deliverables and success criteria
• Follow-up Planning (10 min): Documentation, meetings, check-ins

12:00 PM - Closing Commitments (15 minutes)

• Executive 90-day commitments and mutual support agreements

12:15 PM - RETREAT CONCLUSION

Pre-Retreat Preparation

All Participants - Prepare:

• Chris: Product status summary, healthcare learning objectives
• Herman: Hospital partnership opportunities, regulatory priorities
• Nio: Operational assessment, hiring recommendations
• James: Sales pipeline status, 90-day marketing plan
• Alfie: Technical roadmap, platform priorities

Expected Outcomes

• Clear organizational structure leveraging healthcare expertise
• 90-day implementation roadmap with executive ownership
• Critical hiring priorities and timeline
• Sales/marketing strategy integrated with healthcare requirements
• Technical development plan aligned with business priorities
• Communication protocols and success metrics

Total Time Investment:

• Saturday: 6-8 hours (Chris, Herman, Nio) + 1 hour (James virtual)
• Sunday: 3 hours (Chris, Herman, Nio) + 45 minutes (Alfie virtual)