From 241a08ae99e398742053584a4698c5f9fcf078aa Mon Sep 17 00:00:00 2001 From: Tina Ong Date: Tue, 11 Nov 2025 11:32:59 -0800 Subject: [PATCH] Update README.md (#35395) **Related issue:** Resolves # # Checklist for submitter If some of the following don't apply, delete the relevant line. - [ ] Changes file added for user-visible changes in `changes/`, `orbit/changes/` or `ee/fleetd-chrome/changes`. See [Changes files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files) for more information. - [ ] Input data is properly validated, `SELECT *` is avoided, SQL injection is prevented (using placeholders for values in statements) - [ ] If paths of existing endpoints are modified without backwards compatibility, checked the frontend/CLI for any necessary changes ## Testing - [ ] Added/updated automated tests - [ ] Where appropriate, [automated tests simulate multiple hosts and test for host isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing) (updates to one hosts's records do not affect another) - [ ] QA'd all new/changed functionality manually For unreleased bug fixes in a release candidate, one of: - [ ] Confirmed that the fix is not expected to adversely impact load test results - [ ] Alerted the release DRI if additional load testing is needed ## Database migrations - [ ] Checked schema for all modified table for columns that will auto-update timestamps during migration. - [ ] Confirmed that updating the timestamps is acceptable, and will not cause unwanted side effects. - [ ] Ensured the correct collation is explicitly set for character columns (`COLLATE utf8mb4_unicode_ci`). ## New Fleet configuration settings - [ ] Setting(s) is/are explicitly excluded from GitOps If you didn't check the box above, follow this checklist for GitOps-enabled settings: - [ ] Verified that the setting is exported via `fleetctl generate-gitops` - [ ] Verified the setting is documented in a separate PR to [the GitOps documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485) - [ ] Verified that the setting is cleared on the server if it is not supplied in a YAML file (or that it is documented as being optional) - [ ] Verified that any relevant UI is disabled when GitOps mode is enabled ## fleetd/orbit/Fleet Desktop - [ ] Verified compatibility with the latest released version of Fleet (see [Must rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md)) - [ ] If the change applies to only one platform, confirmed that `runtime.GOOS` is used as needed to isolate changes - [ ] Verified that fleetd runs on macOS, Linux and Windows - [ ] Verified auto-update works from the released version of component to the new version (see [tools/tuf/test](../tools/tuf/test/README.md)) --------- Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> --- handbook/finance/README.md | 7 ++++--- 1 file changed, 4 insertions(+), 3 deletions(-) diff --git a/handbook/finance/README.md b/handbook/finance/README.md index ce74d32497..b05c52bf3e 100644 --- a/handbook/finance/README.md +++ b/handbook/finance/README.md @@ -24,9 +24,10 @@ The Finance department is directly responsible for accounts receivable including ### Prepare for OCV meeting -Mike meets with OCV on the last Wednesday of every month. Use the following steps to help him prepare for that meeting: -1. In the "📈 Longer-term plan" section of the doc, update the "Gross new ARR (QTD)", "New logo pipeline $ generated (QTD)", "ARR, cumulative" numbers using the [📈 OKRs (quarterly goals) + KPIs (everyday metrics) (confidential)](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit?gid=0#gid=0) spreadsheet. -2. In the "😬 CEO's top-of-mind goals" section, use the [📈 OKRs (quarterly goals) + KPIs (everyday metrics) (confidential)](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit?gid=0#gid=0) spreadsheet to update the numbers in the goal column for the current month to be correct. +Mike meets with OCV on the last Wednesday of every month. Use the following steps to update the [OCV GOH document (confidential)](https://docs.google.com/document/d/17VK0_pRrFGTqKCRfppIjUgfjdL012Ssirks8Jxk4SE4/edit?tab=t.0) to help him prepare for that meeting: +1. Update the actual attainment in the "**What actually happened?  Why?**" column against goals set for the current month. +2. Review and update the "**Goal**" column for the following month. +3. Insert comment and tag Mike once the update is done for review. ### Reconcile monthly recurring expenses