Nashville Entrepreneur Center · Project Briefing · Phase Two

Front Desk Redesign

Phase One held. The de-staffed entry works. Phase Two: keep iterating, soften the room, educate members, hire the F&F Coordinator. No demo, no reversion.

Status
Phase Two · Active
Project Owner
Rob Williams
Working Group
Sam · Mira · Rob
Phase One Verdict
Holds — no reversion
Next Gate
~Aug 1 · F&F Coord start

1. Project Charter

The problem, the objective, the working theory, and what's true about the project today.

The Problem (original framing)

The EC's front desk was Mira's #1 operational pain point. The seat carried ~$40–50K/year in salary for a function whose visible work — answering visitor questions, routing guests, validating parking — was largely soluble by signage and self-service. Treena, who held the role, resigned May 21; last day Friday, June 5.

The Phase One Result

The hypothesis held. 25 days into a de-staffed entry, members and visitors self-orient. Walk-ins still happen (~5/week — more than estimated, but routinely routable to Trea). Member behavior began changing within days of Trea's June 22 communication. Sam's June 23 read: "I don't see any reason to revert to anything. There's no reason to have a front desk person." Phase Two is the operating posture, not a relaunch.

The Phase Two Objective

Iterate the model, soften the room, educate members, hire the F&F Coordinator. No demo of the desk fixture yet — cost and strategy. The headcount converts into a Finance & Facilities Coordinator (50% finance, 50% facilities + venue rentals) — JD posted, hiring window open through end of June, target start ~Aug 1.

The Working Theory

Most visitors are pre-coordinated, already check in via Nexudus, and don't need a person to begin the visit. What they need is clarity. The right tool for that is signage and self-service, not a static seat. The redesign frees staff for what Sam has named the project's narrative: collisions and connections — the relational work that actually moves the EC's mission. The frame is borrowed from Unreasonable Hospitality.

"Think of your org design as a product. Look for opportunities to make a step-function change by imagining the ideal state and working backward from that."

— Jonathan Golden, first PM at Airbnb · Lenny's Newsletter, 2019

What is true about the project today

Tour-giving and walk-in volume

Hidden functions surfaced in Treena's knowledge capture

Direction Sam set

Team change (Jun 4)

Team rollout (June 5)

Mira sent a team email on Treena's last day introducing the Phase One operating model and naming the core hypothesis publicly: "the biggest question we're trying to answer is whether we need full-time staffing at the front desk." Key elements of the rollout:

Scope

In ScopeOut of Scope
Signage and wayfinding at the current main entrance Permanent capital build-out (deferred until after ~Dec 8 horizon)
iPad / Nexudus kiosk relocation and prominence HVAC, security, parking infrastructure changes
Welcome screen content (Google Slides v0) CMS-driven digital welcome wall (Phase 2)
Coffee setup (Keurigs, pods, small fridge for creamer) Member dues, pricing, or program changes
Annie's 3-week PM contract (Jun 9 – Jun 26) Permanent staffing decisions beyond the Finance & Facilities Coordinator hire
Finance & Facilities Coordinator JD & hiring Cafe-entrance pivot (parked; may revisit at six-month horizon)
Phone tree, mail flow, package handling, walk-in delight protocol Public PR / media announcements
Member & team communications plan Long-term naming / sponsorship arrangements

Constraints

2. Phase One & Beyond

One active phase, a multi-month observation horizon, and a six-month decision gate.

Phase One · COMPLETE

De-staffed the current entrance. It held.

Jun 8 → Jul 2 · 25 days. Sam's Jun 23 verdict: "I don't see any reason to revert to anything. There's no reason to have a front desk person."
What we learned
  • The hypothesis held. Members and visitors self-orient. People gravitate to the iPad when no one's at the desk — that's the design working as intended.
  • Walk-ins are real and routine. ~5/week, not the "1–3/month" early estimate. Trea needs a reliable handoff system — JotForm + 2nd iPad addresses this.
  • Member behavior changed faster than expected. By week 3, "most members know they have a PIN; it just takes a sec for them to find it" (Annie, 6/25). Several members checked in unprompted after Trea's 6/22 email (Mira, 6/23).
  • Events still need a body. Mira covers event greeting today. 50+ guest events benefit from a 40-min arrival attendant.
  • Member education works. Mira coached members in person on app download, visitor registration, room booking — all stuck.
  • Workflow conflict surfaced: at the 6/25 pitch event, members signing in at the front were counted against Connect credits. Needs a fix.
What we didn't learn (yet)
  • How the model holds without Annie roving and coaching members in real time.
  • How the 8.5×11 wayfinding signage performs once installed (still on order from Big Visual Group).
  • Whether the host-notification email is reliable enough as the only channel, or whether SMS/Slack is needed alongside it.
  • What happens at the entry when an F&F Coordinator is opening/closing daily but not stationed there.
Phase One deliverables · landed
  • Building Manual v1 · Annie · spaces, opening/closing, access, parking, mail, packages, AirTame, emergencies
  • Observation Log · Annie · 3 weeks of daily notes feeding Phase Two decisions
  • Change Tracker · Mira's corrections layered over Annie's draft — single source of truth for the 36 discrete changes
  • RACI matrix · live Google Sheet, working-group accountability mapped
  • JotForm + 2nd iPad plan · ready to install in Phase Two
  • Pedestal sign + Need Help sign + desk interim sign · designed, awaiting print
Phase Two · ACTIVE

Iterate. Soften the room. Educate members. Hire the Coordinator.

Jul 2 → ~Aug 1 (F&F Coordinator start) and ongoing through Dec. No demo. No reversion. No front-desk person.
What Phase Two is

Phase Two is not a relaunch — it's the operating posture. Three of us (Sam, Mira, Rob) meeting weekly, iterating publicly via the #front-desk-transition Slack channel, and stewarding the model until the F&F Coordinator inherits it. Every change is bullet-pointed to the team: "This week we're trying X. Here's why. Here's what we want to know."

Five workstreams
  1. Soften the entry. The desk fixture remains — and as long as it does, "people will still assume a certain thing is happening" (Sam, 6/23). Phase Two makes it stop looking like a workstation: phone removed, chairs relocated, plants/objects added, the free little library kept up front. Goal: nobody crutches on it as a staff station, including staff.
  2. Install what's pending. Signage from Big Visual Group, pedestal A1 + back panel, Need Help QR sign, interim 8.5×11 desk sign between iPads, 2nd iPad with JotForm for walk-ins, Airtame physical install for the welcome screen.
  3. Member education series. "Did You Know?" — 6 short Slack posts + newsletter blurbs covering PIN check-in, Passport app, guest registration template, room booking, parking validation, meeting-room help QR. Proactive PIN email to all members.
  4. F&F Coordinator hire and onboard. JD open through end of June. Target start ~Aug 1. They open/close, run venue rentals, back up facilities — NOT chained to the desk. Inherits the Operating Manual.
  5. Door-access vendor review. Comstasis quote on options that integrate with Nexudus — feeds Sam's longer-horizon thinking about a secure second door at the cafe entry.
Decisions on the table — Mon working session
  • Move the two chairs and table at the entry — where, and when
  • Connect-credit conflict at front-desk check-in (pitch-event issue)
  • Key storage compromise (mailbox + tech drawer keys at front; rest in Mira's office)
  • "Did You Know?" series — kickoff date and channel (Slack only vs. Slack + newsletter)
  • Proactive PIN email — go this week or fold into July newsletter
  • Coworking-precedent tours (Industrious etc.) — who and when
Where Phase Two ends

Phase Two has no hard end date. It runs until the F&F Coordinator is in seat (~Aug 1) and the model is operating with its full intended staffing. After that, the Monday working group continues but the cadence relaxes. Sam's six-month "demo the front desk" horizon (~Dec 8) becomes the next decision gate — by then, with data from a full quarter under the new model, the team decides whether to commit to the cafe-entrance pivot, permanent fabricated signage, and digital welcome wall.

Six-Month Horizon · ~Dec 8

Demo the front desk as a finished decision

Sam's framing: by ~Dec 8, the lobby/entrance redesign is shown publicly as a finished decision, not a question.
Decisions on the table at the horizon
  • Cafe-entrance pivot — secure second door at the member side
  • Better concierge/check-in tech (Sam's "probably better than Nexudus" — needs Comstasis options + competitive tour)
  • Permanent fabricated signage replacing Phase One v0
  • Digital welcome wall (Airtame/CMS-driven, replacing Google Slides)
  • Building reshape — three-year horizon: EO clubhouse, learning center expansion, possible $99 flat-rate membership

3. Stakeholders & Decision Authority

Who's involved and what they own. Authority specifics marked TBD are finalizing at the June 8 planning meeting.

What is RACI? A simple way to show who does what on a project. Each task or workstream gets one of four labels per person:

  • R — Responsible. The person doing the work.
  • A — Accountable. The single person who owns the outcome. Only one per row.
  • C — Consulted. Asked for input before a decision is made. Two-way conversation.
  • I — Informed. Kept in the loop after a decision is made. One-way notification.

A working RACI prevents the most common project failure: "I thought you were doing that."

People

Name Role Engagement Scope at this stage
Sam DavidsonCEO · Project sponsorStrategic direction, escalation, final approvalsProject sponsor. Sets direction. Final decision authority on cross-team disputes.
MiraCOO · Project beneficiaryFacility & budget authority. Events on-site greeting.Owns facility decisions, budget approvals, vendor contracts. Greets event hosts personally.
Rob WilliamsDirector of Marketing · Project ownerPhase One execution, signage, messaging, briefing maintenanceOwns project execution. All signage, copy, screen content, member comms drafts. Maintains this briefing and the Change Tracker.
Annie KlaverContract Project Manager3 weeks: Jun 9 – Jun 26, ~20 hrs/week onsiteOperational execution, observation, process mapping, documentation. Roving onsite — not at a desk. Will write the staff manual that doesn't exist. Talks to members casually as part of observation. Authority: TBD Jun 8 planning meeting.
Danny PippinProgram Manager · Trea's supervisorMember-experience voiceVoice on member perception, guest experience, lead/closure approach. Scope per Sam: not technology or process intervention. Authority: voice, not vote — TBD Jun 8.
Trea McCoyCommunity ManagerTours, consultations, direct member relationshipsPrimary tour-giver and closer. Owns 100% of consultations. Member-by-name relationships. Continues 1:1 conversations with named members during transition.
Finance & Facilities CoordinatorTo be hiredFull-time hire, target August startFacilities, bookkeeping, event venue rental pipeline. Backup for front-of-house "as needed." Not in seat for Phase One launch.

Live RACI matrix

The RACI matrix lives in a Google Sheet so the team can edit it in real time.

Workstreams down the rows, people across the columns, color-coded by role. Cells marked TBD are finalizing at the June 8 planning meeting.

Live link: Open RACI matrix in Google Sheets ↗

Beneficiary stakeholders (not RACI-tracked)

4. Timeline

The next 30 days and the six-month horizon.

Date Milestone Owner Detail
Fri · Jun 5Treena's last day · send-offSam + MiraPublic thanks at team huddle. Card. Send-off moment.
Mon · Jun 8 · 10:00–12:00Phase One launch + Planning meeting ★Sam, Annie, Mira, RobAuthority map (RACI), Annie scope in writing, Danny scope in writing, escalation rule. The meeting that converts working assumptions into commitments.
Mon · Jun 8Member email + Slack pinMira (email) · Rob + Community Manager (Slack)Mira's email and Slack pin go out. Unreasonable Hospitality framing. No apology.
Tue · Jun 9Annie onsite — week 1 beginsAnnie10–2 daily Tue–Fri. Process mapping, observation, staff manual drafting.
Wed · Jun 10Day-3 member check-inRobQuick Slack/email pulse: "Three days in. What's working?"
Wed · Jun 11Rob + Annie working session ✓Rob + AnnieSignage priorities locked. A1 pedestal redesigned two-sided. A2 directional gets Stairs + Staff. Phase 0.5 (affirmation easter eggs, Nashville touches) captured. Digital pre-arrival layer scoped. Capital concierge language flagged.
Sun · Jun 22Member email sent ✓TreaMember email from EC Staff. What's live now: roving staff; self-service check-in & parking validation. Coming July: wayfinding signage, easier package pickup, meeting room QR codes. Check-in framing: positioned as current expectation — "all members and guests should be checking in when they arrive." Three methods: (1) 5-digit PIN at entry iPad; (2) Passport by Nexudus app held near iPad; (3) QR code at dedicated desk (All Access members only). Guest registration via member portal — guests receive arrival instructions, host notified on check-in. Nonprofit funding rationale included.
Mon · Jun 23Early Phase One signal — member behavior change ★Mira → SamDay-1 response to member email: several members checked in via PIN unprompted (first time). Mira coached additional members on app download, visitor registration, and room booking in person. Quote: "Maybe there's some hope for changed behavior with repeated messaging, after all."
Mon · Jun 23Sam + Rob strategy call ★Sam + RobPhase One verdict: "no reason to revert, no reason to have a front-desk person." Recurring Monday meeting established (Sam · Mira · Rob). Direction: soften the entry, move chairs, kill workstation signal; member education series endorsed; coworking-precedent tours commissioned; no demo of the desk fixture yet (cost + strategy).
Wed · Jun 24Team offsite — Phase Two presented ★Sam + Mira + RobFirst formal team update on Phase Two. Mira presents the RACI board. Sam reframes the goal: "positive member experience through proactive technological advancement." Reiterates: F&F Coordinator hires for facilities and events — not a desk seat.
Wed · Jul 2Phase One closeoutSam + Mira + RobPer Sam: holds, no reversion. Working-group cadence continues. Annie's contract ends Jun 26; her deliverables (Building Manual, Observation Log, RACI, JotForm) inherited by the working group and the future F&F Coordinator.
Jul 2 — Aug 1Phase Two install windowRob + MiraBig Visual Group signage install, pedestal A1 + back, Need Help QR, 8.5×11 desk sign, 2nd iPad with JotForm, Airtame welcome screen. "Did You Know?" series launches. Proactive PIN email sent. Entry softened.
Mon · Jun 15Annie week 2 beginsAnnieMon 9–1 (East Bank meeting at 2pm). Tue 9–12. Wed–Fri 10–2.
Thu · Jun 18Signage install — slippedRob + Big Visual GroupInstall target missed. Vendor not yet selected by this date.
Fri · Jun 19EC closed for JuneteenthBuilding closed.
Sun · Jun 22Arrival Experience Huddle ★Rob, Annie, Danny, MiraBig Visual Group selected. Directional copy locked. Check-in flow resolved. Member email ownership moved to Mira. Action items: Rob orders signage after 30-min Danny/Mira review.
This week (Jun 23–26)Signage order + 30-min review ★Rob (order) · Danny + Mira + Annie (review)30-min review first to get Danny sign-off, then Rob orders from Big Visual Group. Install ASAP — Jun 26 (Annie's last day) is the soft deadline.
Fri · Jun 26Annie contract endsAnnieFinal deliverables: observation report, staff manual draft, process map. Decision: renew or close.
Wed · Jul 2Phase One gate reviewSam + Mira + RobAre exit criteria met? Move to extended observation window or iterate Phase One.
Throughout June–JulyFinance & Facilities Coordinator hiringSam + Mira + RobJD posted post-Jun-8. Best candidates 2–3 weeks to surface. Target start: August 1.
~Aug 1Finance & Facilities Coordinator startsMira (manager)Onboarding into the redesigned model. Inherits the operating manual Annie drafted.
~Dec 8Six-month "demo the front desk" horizonSam + leadershipThe lobby/entrance redesign is shown publicly as a finished decision. Phase 2 considerations begin (cafe pivot, permanent signage, digital welcome wall).

5. Decisions Log

What's decided and what's still open. Open items surface at the top.

Open — Phase Two decisions (Monday working group: Sam · Mira · Rob)

Owner: Sam + Mira + Rob · This week
Soften the entry — move the chairs, kill the workstation signal

The desk fixture remains. Until it goes, "people will still assume a certain thing is happening" (Sam, 6/23). Decisions: relocate the two entry chairs and table; remove the phone; remove anything that signals "someone works here"; add plants or warmer objects so it doesn't read as a workstation. The free little library Annie moved up front stays. Communicate the move via #front-desk-transition.

Owner: Rob → Mira approves · This week
Proactive PIN email — send this week or fold into July newsletter

Mira's 6/23 observation: members checked in unprompted after Trea's 6/22 email. PIN access is the last friction blocker. One unique email per member with their PIN, Passport app download link, parking validation reminder, guest registration link. Confirm Nexudus supports a bulk PIN merge-send before committing.

Owner: Rob · Phase Two launch
"Did You Know?" 6-episode member education series

Sam endorsed in 6/23 conversation: "regardless of what we change, this should be done period." Episodes: PIN check-in · Passport app · guest pre-arrival template · room booking · parking validation · meeting room help QR. Decisions needed: kickoff date and whether to run Slack-only or Slack + monthly newsletter.

Owner: Mira → Trea · This week
Connect-credit conflict at front-desk check-in

At the 6/25 pitch event, members signing in at the front were counted against their Connect credits (Annie's observation log). Workflow needs a fix before the next pitch event. Options: separate event-attendee flow in Nexudus, or a non-billing alternate path for event days.

Owner: Mira + Annie · Resolution proposal
Key storage — compromise on security at the unattended desk

Annie pro-security: don't keep all keys at unattended desk. Mira pro-accessibility: keys in her office. Annie's proposed compromise: mailbox master + tech-drawer keys at the front; everything else in Mira's office. Decision needed.

Owner: Mira → Comstasis · Quote by Jul 2
Door-access vendor options that integrate with Nexudus

Comstasis quote requested. Feeds Sam's longer-horizon thinking about a secure second door at the cafe entry (member side) and better tech than current Nexudus. Per Sam (6/23): "there's probably a better solution."

Owner: Mira + Trea · Phase Two
Coworking-precedent tours (Industrious, etc.)

Sam asked (6/23) whether Trea has toured any peer coworking spaces. Falls to whoever owns facilities. Source of inspiration for the six-month horizon decisions (cafe pivot, concierge model, fixtures).

Open — Action items from June 22 Arrival Experience Huddle

Owner: Rob · This week
Schedule 30-min signage review with Danny + Mira (+ Annie), then order from Big Visual Group

Danny's sign-off is the current gate. Review happens first — then Rob orders. Signs are designed and ready. Install by Jun 26 (Annie's last day) is the soft deadline.

Owner: Mira · This week
Edit and send member update email — July-confirmed items only

Annie drafted it; went to Trey as "please send" instead of a draft for review — bad handoff. Mira now owns it. Will edit down to only what's confirmed for July before sending. Process lesson: use clearer handoff language going forward.

Owner: Rob · Before launch leans on it
Confirm visitor-arrival notification channel

NexIO notifies a host by email only — the single point of failure for the de-staffed entry. Check whether Nexudus can also push to SMS or Slack. If not, the "Need Help" JotForm → Slack device is the formal backstop and must be sized/placed accordingly.

Owner: Annie · This week
Iterate check-in decision tree

Reflect the member-scan vs. guest-tablet split. Remove book-a-room and parking validation from the main screen (both pushed to Nexus app).

Open — Carried from June 11 Rob + Annie meeting

Owner: Rob · Before order is placed
Audit member and visitor QR codes for accuracy

Two QRs on Phase One signage: (1) Member check-in (scan + keep walking), (2) Visitor/guest check-in (stop at tablet). Parking validation removed from signage — pushed to Nexus app. Confirm both QRs resolve correctly before art goes to Big Visual Group.

Owner: Rob · This week
Clarify "Capital Concierge" language with Amy

Annie flagged that the "capital concierge" framing isn't clear enough to put on signage. Rob to talk to Amy (Director of Engagement) before any sign uses the term.

Owner: Annie · This week
Door access audit — who can enter, when

Annie maps current door access (who has keys/codes for which doors, when each door is open vs. locked). Findings inform signage implications — particularly which doors need "Staff Only" treatment vs. open-flow signage.

Owner: Annie · This week
Walk through the member QR check-in flow firsthand

Annie experiences the member self-check-in herself end-to-end. Tests the friction point most members will hit. Findings inform the QR sign copy and the member email language.

Owner: Rob · Phase 0.5 scope
Captured for later — affirmation easter eggs + Nashville visual elements

Floor/wall affirmations ("you're not alone," "build together") and Nashville/Music City visual touches to break up text-heavy signs. Not in Phase One budget but a near-term enhancement.

Owner: Rob + Annie · Digital layer
Entry monitor schedule + "So you've rented from the EC" webpage

Beyond physical signage: program the entry monitor (Airtame/Google Slides) to show org name + event room + parking validation 30 min before/after each event. Build a dedicated webpage for renters that fills the pre-arrival info gap. Both deferred from Phase One signage scope but on the radar.

Open — Need to resolve at the June 8 planning meeting

Jun 8 meeting · Sam + Mira + Annie + Rob
Written RACI / decision-authority map

Working assumptions are in Section 3. The meeting converts them into commitments — particularly cross-team escalation and the boundary between Annie's execution authority and Mira's facility authority.

Jun 8 meeting · Sam
Annie scope in writing, with explicit exit clause

What Annie owns vs. recommends vs. observes. Contract closes Jun 26 unless renewed. Contract fee confirmed.

Jun 8 meeting · Sam
Danny scope in writing

Sam's stated framing: "member-perception POV, not technology or process intervention." Operationalize as: cc'd on member-facing comms drafts, can flag concerns, no veto on tour process unless Sam escalates.

Jun 8 meeting · Sam
Escalation rule

When two stakeholders disagree and can't resolve in 24 hours, decision goes to Sam. Without this, ambiguity stalls Phase One.

Open · Rob + Brian Lee Nash
Brian Lee Nash cash-drop workflow

Treena currently witnesses cash drops to mailbox #216. Unsupervised drops are a security exposure. Direct conversation needed before Jun 8.

Open · Sam + Mira (strategic)
Connect-member tier policy review

Treena suggested raising the basic tier to allow 1–2x/week drop-ins. Not a Phase One decision. Park for leadership review.

Resolved

Resolved · Jun 22 · Arrival Experience Huddle
Big Visual Group selected as signage vendor

~Half the cost of RJ Young. Signs designed and ready. Order pending 30-min review with Danny + Mira this week.

Resolved · Jun 22 · Arrival Experience Huddle
Check-in flow locked (NexIO tablet)

All check-in happens at the NexIO tablet in the open entry area. Members: tap Member + PIN, or hold their Passport app to the tablet (Bluetooth + location on). Visitors: tap Visitor + PIN/QR from their registration email — or self-register on the spot. On visitor check-in, NexIO auto-notifies the host by email — this is the function that replaces a staffed desk. Door access unaffected: visitors are already inside the open entry area when they check in and wait there for their host (NexIO never grants visitors door access — host escort by design). Book-a-meeting-room and parking validation removed from the screen (pushed to Passport app). Program check-in (Takeoff, In-Flight, etc.) via Danny pre-populating Nexudus calendars — target September, kept separate from the visitor flow; event arrivals do not route through host-notification check-in.

Resolved · Jun 22 · Arrival Experience Huddle
"Need Help" path — 8.5×11 acrylic QR sign → JotForm → Slack

Secondary option, not equal to check-in. An 8.5×11 sheet in an acrylic frame on the existing front desk surface carries a QR code that opens the JotForm on the guest's own phone → Slack → staff notification. No second iPad, no login. Chosen over a dedicated kiosk iPad for Phase One: near-zero cost, nothing to maintain in the unstaffed lobby, fully reversible — upgrade to a kiosk iPad later only if usage warrants. Doubles as the backstop when a visitor checks in but their host misses the NexIO email notification.

Resolved · Jun 22 · Arrival Experience Huddle
Directional copy locked

Left hallway: Restrooms only (remove "staff offices"). Center wall: Learning Center (rebranding from Patterson). Right hallway: Cafe, Chase Studio, member co-working.

Resolved · Jun 4 · Sam
Annie Klaver joins as 3-week contract PM (Jun 9–26, ~20 hrs/wk)

Contract fee TBD. Operational execution + observation + documentation. Roving onsite.

Resolved · Jun 4 · Sam
Danny Pippin brought in for member-experience perspective

Voice on member perception. Scoped to NOT include technology or process intervention.

Resolved · Jun 4 · Sam
Finance & Facilities Coordinator JD finalized

$50–60K. 50% finance/bookkeeping + 50% facilities + event venue rental pipeline. Reports to Mira. Target August start.

Resolved · Jun 4 · Sam
Recycling service cancelled

Saves ~$3K/year. "We lost the privilege."

Resolved · Jun 3 · Sam
Narrative frame is Unreasonable Hospitality

Anchor line: "freeing staff for collisions and connections." NOT cost-savings framing. Governs Mira's Jun 8 email, all-hands brief, weekly newsletter, signage copy, member Slack pins.

Resolved · Jun 5 · Mira
Coverage model — staff self-serve via shared Front Desk Schedule calendar

Two daily anchor shifts (Morning 7:45–9:00, Evening 4:15–5:15) signed up for by staff. Custom coverage blocks outside anchors. "Unattended Experiment" for unclaimed gaps. Mira's team email Jun 5 introduced the model and the new #front-desk-transition Slack channel.

Resolved · Jun 3 · Sam
New role does NOT include tour-giving as core function

Trea stays primary tour-giver and closer. Walk-in volume is too low to justify a tour-trained hire. Walk-ins handled via signage routing + delight protocol.

Resolved · Jun 3 · Sam
Walk-in coverage — no dedicated pool

$18/hr coverage for ~1 walk-in/month is bad ROI. Phase One: signage routes walk-ins to Trea via Slack. If Trea unavailable: Crema coffee voucher + scheduled callback.

Resolved · Jun 3 · Sam
Connect-member check-in — intentional 0% enforcement

Current state already 0%. Don't pretend otherwise. Build toward gamification culture later.

Resolved · Jun 3 · Sam
Coffee — don't announce. Quietly upgrade.

Two existing Keurigs. Variety pack pods. Small fridge for creamer. Trust members.

Resolved · Jun 3 · Sam
Room-booking concierge — sunset

Members use the Passport app. "Never should have started doing it."

Resolved · Jun 1 · Sam
Desk physically removed — not just unstaffed

"The desk itself signals come stand here, which is the wrong behavior."

Resolved · Jun 1 · Sam
Drop "front desk" language

Language around the action, not the place. Guest Services, Welcome, Concierge.

Resolved · May 21 · Treena
Treena resigned, last day Jun 5

Declined the program team role. Cleaner narrative for the redesign — vacancy reframes the role, not the person.

6. Risks & Mitigations

What could go wrong and how we're guarding against it.

Risk Likelihood Impact Mitigation
Decision-authority ambiguity. Adding Annie and Danny without clear authority creates friction, decision latency, ownership gaps. High High Jun 8 planning meeting must produce written RACI + escalation rule. Section 3 of this briefing updated immediately after meeting.
Scope creep on Danny's voice. Sam scoped him to member perception. Danny's existing concerns (tour quality, lead/closure structure) pull him toward process intervention. Med Med Scope in writing at Jun 8 meeting. Escalation rule kicks in if Danny pushes outside scope.
Tribal knowledge loss. Treena held vendor relationships, member quirks, recurring patterns. High Med Knowledge capture form completed Jun 4. Specific workflows surfaced and assigned. Annie drafts staff manual during her 3 weeks.
Event chaos. 50+ guest events arrive at desk-less entry; Ingram Hall not immediately visible from cafe; people wander. Med Med Event arrival attendant for 40-min window for 50+ events. Mira remains on-site greeter.
Host-notification reliability. NexIO notifies a visitor's host by email only. With no staffed desk as backup, a missed or slow-to-read email strands the guest in the lobby. Med High Confirm whether Nexudus can push arrival alerts to SMS/Slack alongside email. "Need Help" device (JotForm → Slack) is the explicit backstop. Watch via #front-desk-transition reports through Phase One.
Brian Lee Nash cash-drop workflow. Walk-ins drop cash to mailbox #216 today with desk staff witness; unsupervised drops are a real security exposure. Med High Direct conversation Rob/Sam → Brian before Jun 5. Redirect to his office or eliminate the workflow.
Decluttering function lapses. Treena's daily organizing stops; clutter accumulates visibly. High Med Owner assigned by Jun 8 (Annie or rotation). Weekly visual audit. Annie's staff manual codifies the routine.
Specific-member workflow drops. Bill's Friday meeting, Masheka's envelope pickups, Aidan's paper, Jessica's notary visitors, Yeji's team, Jacob's late stays. Med Med Each surfaced in knowledge capture, captured in Change Tracker, with direct 1:1 outreach before Jun 5.
Member backlash. "You stripped the front desk." Low Med Mira's email frames it honestly: Treena's choice, new direction, Unreasonable Hospitality. Weekly newsletter through Jul 2 reinforces.
Annie's window ends without a successor. Phase One observation runs into August before the Coordinator starts. Med Low Annie's staff manual + observation report are the handoff artifacts. Rob covers operational continuity Jun 27 → ~Aug 1.

7. Open Questions

Things we don't yet know — and the meeting, data, or conversation that will resolve them.

Resolved by: Jun 8 planning meeting
What is the written authority map?

RACI for cross-team escalation, Annie scope, Danny scope, escalation rule. All marked TBD in Section 3 until this meeting.

Resolved by: Sam + Mira (strategic call)
Does Treena's tier-restructure suggestion move forward?

Raise basic membership tier to include 1–2x/week drop-ins (vs. current 1x/month). Not a Phase One decision; parked for leadership review.

Resolved by: Annie's observation
Can the current main entrance actually function without a desk?

The core Phase One hypothesis. Annie's observation report at Jun 26 is the primary data input. Gate review Jul 2.

8. Deliverables Tracker

Current work items, sorted by Phase One launch dependency. Live tracker in the Change Tracker Google Sheet (see References).

This weekend — must ship by Mon Jun 8

DeliverableOwnerStatusNotes
Desk + chair physical removalFacilities + RobTo doProfessional removal Jun 6–7.
Standing wayfinding sign + floor stickers + window decalsRJ Young / FastSignsIn progressBackup vendor activated if RJ Young can't deliver.
Most-asked questions signageRob + vendorTo doBathrooms, cafe/coffee, wifi, parking, member lookup.
Static welcome screen content (Google Slides v0)RobTo do5-block rotation.
Nexudus iPad relocationRobTo doUnavoidable position with "Here to see someone? Start here" sign.
Coffee setup — Keurigs out, pods, small fridgeRob + OperationsTo doNo announcement.
Phone tree configurationRobTo doBranches: membership, events, accounting, voicemail-to-info@.
Tour-confirmation email footer updateRobTo do"Feel free to wait in the cafe…"
Mira's Jun 8 member emailRob (draft) → Mira (send)To doUnreasonable Hospitality framing. No apology.
Slack pin + community manager coordinationRob + Community ManagerTo doPinned Mon morning. Daily reinforcement during launch week.
1:1 conversations with named membersRob + Mira + TreaUrgentBill, Masheka, Jessica, Aidan, Yeji, Jacob, Brian Lee Nash.
Password migration to KeeperRob + OperationsUrgentCredentials currently stored "behind the keyboard."
Confirm anchor shifts claimed for week 1MiraTo doMorning + Evening Anchors signed up by team via shared Front Desk Schedule calendar.

Phase One window — Jun 8 to Jul 2

DeliverableOwnerStatusNotes
Jun 8 planning meeting — written RACI, scopes, escalation ruleSam + Mira + Annie + RobUrgent10:00–12:00. Briefing Section 3 updated immediately after.
Website contact form routing auditRobUrgentConnect / Consultation / Contact / Room Rental — confirm or redirect.
Walk-in delight protocol — Crema partnershipRob + TreaTo doCoffee voucher + scheduled callback.
Black Chamber Friday — standing reservation in LBMCOperationsUrgentRecurring booking for Bill McCleskey.
Annie onboarding handoffRobTo doBriefing access, Change Tracker access, project folder tour, Mon Jun 8 kickoff.
Marketing materials handoff inventoryRobUrgentList every recurring one-pager, deck, template Treena owned.
Opening/closing checklist (formal protocol)AnnieTo doFrom Treena's 5-step open + 5-step close routine.
Decluttering ownership assignmentSam + Mira → Annie / rotationUrgentTreena's hidden daily work.
Weekly member newsletter — issues 1, 2, 3Rob + Community ManagerTo doOne per week through Jul 2.
Day-3 + Day-10 + Day-20 member pulse checksRobTo doLight Slack/email touches.
Phase One metrics dashboard (Google Sheet)RobTo doWeekly tracker for Section 9 metrics.

Annie deliverables — by Jun 26

DeliverableOwnerStatusNotes
Process map — guest arrival end to endAnniePending kickoffIncluding the "press a button → who gets alerted" flows.
Staff Operating Manual — first draftAnniePending kickoffDoesn't exist today. Annie creates from observation + Treena's knowledge capture + Front Desk 101.
Observation report — friction points + recommendationsAnniePending kickoffFinal report Jun 26. Feeds the Jul 2 gate review.
Member conversations logAnniePending kickoffCasual observation, not formal survey. Themes summarized weekly.

Hiring track

DeliverableOwnerStatusNotes
Finance & Facilities Coordinator — JD postSam + MiraTo doJD finalized Jun 4. Post window opens Jun 8.
Sourcing & interviewsSam + Mira + RobPending JD post2–3 weeks to surface candidates.
Onboarding plan + first 30 daysMiraPending hireInherits Annie's staff manual.

9. Success Metrics

"Measure less but track more." Sam's framing.

What we track weekly during Phase One

MetricTargetHow we measure
Wayfinding complaints (visitor or member)≤ 2 / weekSlack channel, member emails, Trea's tour feedback
iPad self-check-ins as % of visits≥ 80%Nexudus check-in data
Walk-in tour handoffs (Slack ping → Trea or scheduled callback)≥ 90% of walk-ins resolvedSlack channel + Trea log
Event arrivals without confusion≥ 95% of guests find their room within 60 secMira + event host observation
Coffee usage (pod consumption)Track baseline, watch for runsOperations supply log
Member sentiment (informal)Net neutral or positiveAnnie's casual conversations + Trea/Mira anecdotal
Phone calls handled without a humanTrack baselineVoicemail count vs. forwarded

Phase One gate criteria (Jul 2)

To move from Phase One to extended observation, all of the following must be true:

If any fails, iterate Phase One before advancing.

10. Communications Plan

Who hears what, when, and from whom. Frame: Unreasonable Hospitality. Phase Two operating rhythm below.

Phase Two operating rhythm

Weekly working group (Sam · Mira · Rob). Recurring Monday meeting — Phase Two decisions, deadlines, real-time corrections. Established by Sam, Jun 23.

Team transparency via #front-desk-transition Slack (21 members). Bullet-point updates as work happens. Format: "This week we're trying X. Here's why. Here's what we want to know if you see Y." Iteration aspect is the point — staff sees the iteration, not just the outcomes. Things may change back; that's the model working.

Team offsite · Wed Jun 24. First formal team update on Phase Two. Mira presents the RACI board. Sam reframes the goal: "positive member experience through proactive technological advancement." Explicit reiteration: no front-desk person; F&F Coordinator hires for facilities and events, not a desk seat.

Audience When Who delivers Message
EC team — Front Desk Schedule rolloutFri Jun 5 · sentMira (email + #front-desk-transition Slack)Introduces the Phase One operating model. Names the core hypothesis (full-time staffing question). Establishes Morning & Evening anchor shifts, custom blocks, and the "Unattended Experiment." Asks team to claim shifts via the shared Front Desk Schedule calendar before Monday.
Trea + DannyThis week + ongoingRob + SamConcerns acknowledged. Walk-in protocol, event attendant, signage in flight.
AnnieMon Jun 8 · 10:00–12:00Sam, Mira, RobProject context, working assumptions on her scope, what to observe in week 1.
EC membersMon Jun 8 morningTrea (email)Unreasonable Hospitality frame. "Freeing staff for collisions and connections." No apology.
EC members (weekly cadence Jun 8 – Jul 2)Weekly newsletter + SlackRob + Community ManagerWeekly during Phase One. Reinforce changes, highlight what's working. Tapers back to monthly after Jul 2.
EC members — Jun 22 updateSun Jun 22 · sentTrea (EC Staff)Phased update. Live now: roving staff, self-service check-in & parking. Coming July: wayfinding signage, easier package pickup, meeting room QR codes. Check-in framing: current expectation, three methods (PIN / Passport app / dedicated desk QR for All Access). Nonprofit funding rationale included.
EC members — proactive PIN emailPhase Two · TBDRob → Mira approvesOne unique email per member with their PIN, Passport app download link, parking validation reminder, guest registration link. Removes the last friction blocker for self check-in. Decision needed: send standalone or fold into July newsletter.
EC members — "Did You Know?" seriesPhase Two · weeklyRob (draft) → Trea/CM (send)Six short Slack posts + newsletter blurbs. Episodes: PIN check-in · Passport app · guest pre-arrival template (incl. parking copy) · room booking · parking validation · meeting room help QR. Each post = one skill, one action, two-to-three sentences. Series structure internal — each post reads as a spontaneous tip.
Specific members with 1:1 workflowsBefore Jun 5Rob, Mira, Trea (split)Brian Lee Nash (cash drops), Bill McCleskey (Friday standing), Masheka Turner (envelope pickups), Jessica Cammock, Yeji's team, Aidan Antonio Lay, Jacob Clark. Each gets a relevant, warm heads-up.
Vendors with Treena relationshipsBefore Jun 5Treena → Rob follow-up"Treena is moving on. Here's your new point of contact."
Board / leadershipNext regular meetingSamBrief update on the redesign and Phase One status.
Public / pressNot yetHold. Tell the story at the six-month "demo" moment.

11. Operating Principles

Expert thinking the project draws on. Use these in any conversation where the project gets challenged.

"Think of your org design as a product… work backward from the ideal state."
Jonathan Golden, first PM at Airbnb. Lenny's Newsletter, 2019.

Applies here: We're not patching a desk — we're redesigning a function. Storyboard the ideal arrival, then place the fixtures.

"The goal of business operations is to not exist."
Casey Winters (ex-Eventbrite/GrubHub), citing Intercom. Lenny's Podcast, 2022.

Applies here: A static seat doing static work is a design failure. New scope automates routine work and redeploys to higher-leverage tasks.

"Our product wasn't our technology — it was our hosts. We built a central Hospitality team to equip them."
Laura Modi, ex-Director of Hospitality at Airbnb. Lenny's Podcast, 2023.

Applies here: Hospitality at the EC means equipping members and staff — not a person at a door.

"I was head of global hospitality at a tech company. Brian recruited me to keep the warmth as we scaled."
Chip Conley, Modern Elder Academy, ex-Airbnb. Lenny's Podcast, 2025.

Applies here: Chesky brought hospitality into tech. We're bringing tech into hospitality — the warmth has to go up, not down. Unreasonable Hospitality is the through-line.

"We had to get real data from the pilot to realize the right direction. Theory wasn't enough."
Jay Baxter, ML lead on X Community Notes. Lenny's Podcast, 2025.

Applies here: Phase One isn't a launch — it's a pilot. Annie's observation is the data input that makes Jul 2 a real gate, not a checkbox.

"When the change is reversible, you can move fast. When it's irreversible, you slow down."
Kunal Shah, founder of CRED. Lenny's Podcast, 2024 (paraphrased).

Applies here: Phase One is fully reversible. We can move fast. The six-month horizon decisions are harder to reverse — slow down for those.

12. Reference Documents

Project files and the live Change Tracker.

This briefing is the single source of truth for project state. The Change Tracker Google Sheet is the single source of truth for individual change execution. Edit ec-pages/ec-front-desk-redesign/index.html and push via GitHub Desktop → Cloudflare Pages deploys.