Handbook: Update leadership.md (#18158)

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>

handbook/company/leadership.md

@@ -166,23 +166,25 @@ If the consultant is international, you will also provide:
 
 > To update a consultant's fee, [submit an issue to BizOps](https://github.com/fleetdm/confidential/issues/new?assignees=&labels=%23g-business-operations&projects=&title=Update%20consultant%20fee) with the consultant's name and new hourly rate.
 
-### Advisor
+### Adding an advisor
 
-#### Adding an advisor
-Advisor agreements are sent through [DocuSign](https://www.docusign.com/), using the "Advisor Agreement"
-template.
-- Send the advisor agreement. To send a new advisor agreement, you'll need the new advisor's name and the number of shares they are offered. 
-- Once you send the agreement, locate an existing empty row and available ID in ["Advisors"](https://docs.google.com/spreadsheets/d/15knBE2-PrQ1Ad-QcIk0mxCN-xFsATKK9hcifqrm0qFQ/edit#gid=1803674483) and enter the new advisor's information.
-   >**_Note:_** *Be sure to mark any columns that haven't been completed yet as "TODO"*
+First:
 
-#### Finalizing a new advisor
-- Update the ["Advisors"](https://docs.google.com/spreadsheets/d/15knBE2-PrQ1Ad-QcIk0mxCN-xFsATKK9hcifqrm0qFQ/edit#gid=1803674483) to show that the agreement has been signed, and ask the new advisor to add us on [LinkedIn](https://www.linkedin.com/company/71111416), [Crunchbase](https://www.crunchbase.com/organization/fleet-device-management), and [Angellist](https://angel.co/company/fleetdm).
-- Update "Equity plan" to reflect updated status and equity grant for this advisor, and to ensure the advisor's equity is queued up for the next quarterly equity grant ritual.
+Advisor agreements are sent through [DocuSign](https://www.docusign.com/), using the "Advisor Agreement" template.
+- Update the ["Advisors" sheet](https://docs.google.com/spreadsheets/d/15knBE2-PrQ1Ad-QcIk0mxCN-xFsATKK9hcifqrm0qFQ/edit#gid=1803674483)
+  >**_Note:_** *Be sure to mark any columns that haven't been completed yet as "TODO"*
+- Update the "Equity plan" sheet (which should have been automatically updated after updating "Advisors" thanks to the global unique IDs next to each row which are used to connect the spreadsheets) to reflect the default number of shares for advisor equity grants.
+- Send the advisor agreement [through Docusign](https://apps.docusign.com/send/templates?view=shared&folder=0482b0fd-a752-41be-93a0-185e2fb7ef54) using the CEO's account, pulling the advisor's email address from a recent calendar event on the CEO's calendar.
+- Complete the first step of signing, which involves filling in the number of shares.
+- Then wait for the advisor to sign.  (Fleet's CEO will sign after that.)
 
-### Core team member
-This section is about creating a core team member role, and the hiring process for a new core team member, or Fleetie.
+Then, to finalize a new advisor after signing is complete:
+- Schedule quarterly recurring 1h meeting between the CEO and the advisor, with 30m of recurring prep scheduled back to back ahead of the meeting.
+- Update the status columns in the ["Advisors" sheet](https://docs.google.com/spreadsheets/d/15knBE2-PrQ1Ad-QcIk0mxCN-xFsATKK9hcifqrm0qFQ/edit#gid=1803674483) to show that the agreement has been signed, and ask the new advisor to add us on [LinkedIn](https://www.linkedin.com/company/71111416), [Crunchbase](https://www.crunchbase.com/organization/fleet-device-management), and [Angellist](https://angel.co/company/fleetdm).
+- Update "Equity plan" status columns to reflect updated status for this advisor, and to ensure the advisor's equity is queued up for the next quarterly equity grant ritual.
 
-#### Creating a new position
+
+### Creating a new position
 
 Want to hire? Use these steps to hire a [fleetie, not a consultant](https://fleetdm.com/handbook/company/leadership#who-isnt-a-consultant). Here's how to  open up a new position on the core team:
 
@@ -236,7 +238,7 @@ A completed open position entry should look something like this:
 
 - _**Why bother with approvals?**  We avoid cancelling or significantly changing a role after opening it.  It hurts candidates too much.  Instead, get the position approved first, before you start recruiting and interviewing.  This gives you a sounding board and avoids misunderstandings._
 
-#### Approving a new position
+### Approving a new position
 When review is requested on a proposal to open a new position, the 🐈‍⬛ CEO will complete the following steps when reviewing the pull request:
 
 1. **Consider role and reporting structure:** Confirm the new row in "Fleeties" has a manager, job title, and department, that it doesn't have any corrupted spreadsheet formulas or formatting, and that the start date is set to the first Monday of the next month.
@@ -257,7 +259,7 @@ When review is requested on a proposal to open a new position, the 🐈‍⬛ CE
 
 > _**Note:** Most columns of the "Equity plan" are updated automatically when "Fleeties" is, based on the unique identifier of each row, like `🧑‍🚀890`.  (Advisors have their own flavor of unique IDs, such as `🦉755`, which are defined in ["Advisors and investors"](https://docs.google.com/spreadsheets/d/15knBE2-PrQ1Ad-QcIk0mxCN-xFsATKK9hcifqrm0qFQ/edit).)_
 
-#### Recruiting
+### Recruiting
 Fleet accepts job applications, but the company does not list positions on general purpose job boards.  This prevents us being overwhelmed with candidates so we can fulfill our goal of responding promptly to every applicant.
 
 This means that outbound recruiting, 3rd party recruiters, and references from team members are important aspect of the company's hiring strategy.  Fleet's CEO is happy to assist with outreach, intros, and recruiting strategy for candidates.
@@ -272,16 +274,17 @@ When a candidate clicks applies for a job at Fleet, they are taken to a generic
 #### Candidate correspondence email templates
 Fleet uses [certain email templates](https://docs.google.com/document/d/1E_gTunZBMNF4AhsOFuDVi9EnvsIGbAYrmmEzdGmnc9U) when responding to candidates.  This helps us live our value of [🔴 empathy](https://fleetdm.com/handbook/company#empathy) and helps the company meet the aspiration of replying to all applications within one business day.
 
-#### Hiring restrictions
+### Hiring restrictions
 
-##### Incompatible former employers
+#### Incompatible former employers
 Fleet maintains a list of companies with whom Fleet has do-not-solicit terms that prevents us from making offers to employees of these companies.  The list is in the Do Not Solicit tab of the [BizOps spreadsheet](https://docs.google.com/spreadsheets/d/1lp3OugxfPfMjAgQWRi_rbyL_3opILq-duHmlng_pwyo/edit#gid=0).
 
-##### Incompatible locations
+#### Incompatible locations
 Fleet is unable to hire team members in some countries. See [this internal document](https://docs.google.com/document/d/1jHHJqShIyvlVwzx1C-FB9GC74Di_Rfdgmhpai1SPC0g/edit) for the list.
 
-#### Interviewing
-<!--- TODO: Rewrite this section for the hiring manager as our audience. --->
+
+### Interviewing
+> TODO: Rewrite this section for the hiring manager as our audience.
 
 We're glad you're interested in joining the team! 
 Here are some of the things you can anticipate throughout this process:
@@ -314,7 +317,7 @@ Here are the steps hiring managers follow to get an offer out to a candidate:
     - Share only _one, single Google Doc, please_; with a short, formulaic name that's easy to understand in an instant from just an email subject line (e.g. "_Why hire Jane Doe ("Train Conductor") - 2023-03-21_").
     - When the Head of Business Operations receives this doc shared doc in their email with the compiled feedback about the candidate, they will understand that to mean that it is time for Fleet to make an offer to the candidate.
 
-#### Making an offer
+### Making an offer
 After receiving the interview packet, the Head of Business Operations uses the following steps to make an offer:
 
 <!-- For future use: some ready-to-go language around rebencharking compensation for cost of living: https://github.com/fleetdm/fleet/pulls/13499 -->