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The thing you most need to get this task done in the best way is the presence of your boss, so Agenda : Boss is your context. If you encounter your boss, you pull up that context and execute the items there as appropriate. Flipping it around, your boss isn't making a list of things to talk to you about on the phone, and a different list to talk to you about in a meeting -- they make a list of things they are going to talk to you about the next time they have the chance, right?