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Notes

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Home Depot Strategy Workshop: Meeting Notes

255 words · 9 sections

# Strategy Workshop Notes, February 3, 2026 ## Attendees - Judith Davis (VP Strategy, Home Services Division) - David Frank (Director, Project Management) - Sarah Chen (SVP Operations) - Michael Torres (Manager, Strategy Team) - Pablo Sanchez (Our Firm) ## Key Discussion Points ### Resource Allocation Tension - Judith framed the central challenge: leadership says Home Services is the priority, but resources flow to Pro - David added operational context: SRS integration consuming 60% of PM capacity - Sarah reframed Pro and Home Services as complementary rather than competing ### Strategy Te...

Document Status

v1 · Last updated Jun 10

Source Conversations

Conversations and key moments that inform this document.

Home Depot Strategy Workshop

Jun 10, 2026

Questions

4/4

What was the most significant unexpected insight from the workshop?

Answered

How should the workshop notes capture the relationship dynamics observed between participants?

Answered

Which action items from the workshop should be elevated to engagement commitments vs. left as informal follow-ups?

Answered

Should the meeting notes include the force map that was presented, or reference it as a separate document?

Answered

Review Report

8

Overall Score

out of 10

8

Problem Alignment

Key problems discussed are captured with good fidelity

8

Scope Clarity

Action items are clear and properly assigned

8

Actionability

Someone who was not in the room could act on these notes

7

Client Readiness

Ready to share with minor tone adjustments

2 improvements suggested

Conversation Search

I have access to 3 conversations related to this document. Ask me anything about what was discussed — specific quotes, who said what, timelines mentioned, or commitments made.

What did Judith say about the CEO's position on resource allocation?

In the Discovery Call (Jan 28), Judith mentioned that the CEO requested "more proof points" before committing additional headcount to Home Services. She described it as a disconnect — leadership publicly champions the growth target but won't back it with resources until they see evidence of traction.

In the Strategy Workshop (Feb 3), she elaborated that the CEO's hesitation is partly political — committing resources to Home Services means visibly deprioritizing Pro, which has stronger short-term numbers.

Did anyone mention specific dollar figures?

Yes. The $5B revenue target for Home Services by 2027 came up in all three conversations. David Frank mentioned that 60% of PM capacity is consumed by SRS integration, and Judith referenced $2B+ at risk if targets are missed due to under-investment. No specific budget numbers for the reallocation were discussed — that appears to be what the CEO wants the "proof points" for.