Monthly Meeting - 1

Date Dec 7, 2023

Time 13.00 – 15.00

VENUE K2 Corporate Mobility HQ, Guildford

In attendance Iina Ikonen, Khushi

MEETING NOTES
This is the first monthly in-person meeting with the academic supervisor/s since the start of the project in October 2023, since
we had an LMC meeting in November 2023.

POINTS OF DISCUSSION
• Possible date for the presentation of findings from the memo about status quo, SWOT analysis, and the
upcoming market analysis.
• Its been decided that all three documents (because of their complimentary nature) will be presented in one
presentation at the end of January 2024. - invitee list to be discussed with Linda to see if Nick and Andrew
would want to be included in it.
• I will be on annual leave the following week and will not be able to attend the weekly catch-up meeting.

RFP WIN PERCENTAGE:

○ K2 doesn't have an exhaustive collated list of ALL clients won and lost - which is fine because tracking just
the RFPs is a more objective, reportable metric.
○ The RFP win % however greatly misreports K2's overall performance as K2 wins a lot of clients through
other processes.

SWOT ANALYSIS:
○ Discussed the SWOT analysis draft (uploaded on Teams channel).
Notes for improvement:
○ Strengths - This section reads better now with more argumentation and explanation to each point. It would be
helpful to add how unique all those points are against other competitors - possibly part of the market analysis
since these strengths are typically internal in SWOT analysis.
○ Weaknesses - Reframe the 'lack of data' point to sound nicer and add more detail and explanation to it, avoid
making it sound harsh. Add examples.
○ Opportunities - more detail and add examples. Make point 2 more concrete. Clarify ‘partnership' expansion
point.
○ Threats - "Perceived" cost-effectiveness - NEVER CHANGE TERMINOLOGY, CHANGES
EVERYTHING (note for future self too).
○ Notes - Remove the greenwashing point - but worth a talking point.

MEMO ABOUT CURRENT SUSTAINABLE OFFERINGS:

 ○ Not much discussion - still needs to be reviewed

Both the documents will evolve as time goes and become more refined when I uncover new information. SWOT
analysis should be able to be a standalone document but shouldn't be excessively detailed as the memo and the
market analysis will go along with it.

TRAINING:
○ Qualitative Research course by UC Davis on Coursera - first on priority based on our project requirements.
○ Introductory courses on R (already enrolled into Harvard courses) - can explore Uni of Bath library, Sage, 'Get
Started with R Markdown' on Coursera
○ R Markdown is helpful to generate a neat code and output document.
○ Remote desktop on Bath laptop will give me access to Stata
○ Essex Summer School - browse courses and choose. Enrolling into experimental method courses would be more
helpful than just 'introductory courses'.

ACTION ITEMS
 Amend SWOT analysis
 Find a good date and determine invitees for Review report meeting
 Cancel redundant/ impossible weekly meetings
 Read: Resistance to change - top/down changes in organisations
 Spring Seminars at SoM - look into relevance and feasibility - email from Iina - (May 15, a good speaker)
 Ask about Coursera subscription from KTP Finance team
 Project costs for training and update the supervisors and finance team
 Update personal development plan
 Finish KTP online training

NEXT MONTHLY MEETING

January 8, 2023