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First MeetingReviewed

Initial Strategy Review

with Judith Davis at Home Depot

Saturday, May 30, 2026
1:00 PM (60 min)

AI SummaryAI

First formal meeting with Judith and David to discuss Home Services strategy challenges. Judith outlined the $5B target and the organizational dynamics blocking progress. David provided the operational perspective, highlighting the SRS integration as a major bandwidth constraint. We established the framework for our engagement and agreed on the workshop format for the broader team session. Both expressed excitement about the Forces methodology for mapping organizational dynamics.


Action Items

Prepare workshop agenda and send pre-read materials

completedDue Jun 4Done Jun 3

Your Notes

Strong start. Judith and David make a good duo: vision and execution.

Participants

JD
Judith Davis
VP Strategy, Home Services Division at Home Depot
Champion16 conversations
DF
David Frank
Director, Project Management at Home Depot
Strong8 conversations

Meeting Context

Saturday, May 30, 2026
1:00 PM
60 minutes
google meet

Forces

2
8

Leadership Says Home Services, Resources Go to Pro

There is a fundamental disconnect between Home Depot leadership's stated priority of growing the Home Services division and the actual allocation of resources (headcount, engineering, marketing budget) which continues to favor the established Pro division. This creates organizational tension that undermines Home Services' ability to execute on its $5B growth target.

Tensionteam
7

Key Person Dependency on Judith

The Home Services division's strategic direction, executive sponsorship, and organizational momentum are heavily concentrated in Judith Davis. If Judith were to leave, burn out, or lose political capital, the entire Home Services growth initiative could stall. There is no clear second-in-command or strategic backup.

Internalteam

Related

Home Depot
Home Services Division Strategy & ImplementationHome Services Market Assessment
Home Depot: Forces Acting on Home Services Division