diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index 4abde4d97b..9b67e8e627 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -229,6 +229,16 @@ Within 60 days of the end of the year, follow these steps: - Provide SVB with our board-approved annual operating budgets and projections (on a quarterly granularity) for the new year. - Deliver this as early as possible in case they have questions. +### Process a tool upgrade request from a team member +- A Fleetie may request an upgraded license seat for Fleet tools by submitting an issue through ZenHub. +- BizOps will upgrade or add the license seat as needed and let the requesting team member know they did it. + +### Downgrade an unused license seat +- On the first Wednesday of every quarter, the CEO, head of BizOps and apprentice to the CEO will meet for 30 minutes to audit license seats in Figma, Slack, GitHub, Salesforce and other tools. +- During this meeting, as many seats will be downgraded as possible. When doubt exists, downgrade. +- Afterward, post in #random letting folks know that the quarterly tool reconciliation and seat clearing is complete, and that any members who lost access to anything they still need can submit a ZenHub issue to BizOps to have their access restored. +- The goal is to build deep, integrated knowledge of tool usage across Fleet and cut costs whenever possible. It will also force conversations on redundancies and decisions that aren't helping the business that otherwise might not be looked at a second time. + ### Update weekly KPIs - Create the weekly update issue from the template in ZenHub every Friday and update the [KPIs for BizOps](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0) by 5pm US central time. - Check the KPI sheet at 5pm US central time to ensure all departments have updated their KPIs on time. If any departments are delinquent, notify the department head and let the [Apprentice to the CEO](https://fleetdm.com/handbook/ceo#team) know so they can put it on the agenda for their next one-on-one with the CEO. @@ -296,29 +306,21 @@ Check the "📃 Planned articles" column in [#g-demand board](https://app.zenhub ## Rituals +The following table lists this department's rituals, frequency, and Directly Responsible Individual (DRI). + - - #### Stubs diff --git a/handbook/business-operations/business-operations.rituals.yml b/handbook/business-operations/business-operations.rituals.yml index e6437646a7..48787356d2 100644 --- a/handbook/business-operations/business-operations.rituals.yml +++ b/handbook/business-operations/business-operations.rituals.yml @@ -18,6 +18,13 @@ autoIssue: labels: [ "#g-business-operations" ] repo: "confidential" +#- +# task: "Review ongoing articles" +# startedOn: "2023-10-02" +# frequency: "Daily" +# description: "Check 📃 Planned articles and complete steps in each issue" +# moreInfoUrl: "https://fleetdm.com/handbook/demand#review-ongoing-articles" +# dri: "spokanemac" - task: "Check ongoing events" startedOn: "2024-02-09" @@ -115,6 +122,13 @@ autoIssue: labels: [ "#g-business-operations" ] repo: "confidential" +- + task: "Downgrade unused license seats" + startedOn: "2024-03-31" + frequency: "Quarterly" + description: "Downgrade unused or questionable license seats on the first Wednesday of every quarter" + moreInfoUrl: "https://fleetdm.com/handbook/business-operations#downgrade-an-unused-license-seat" + dri: "joStableford" - task: "Investor reporting" startedOn: "2024-03-31" @@ -150,10 +164,4 @@ description: "Provide information to tax team with Deloitte and assist with filing and paying state and federal returns" moreInfoUrl: dri: "hollidayn" -#- -# task: "Review ongoing articles" -# startedOn: "2023-10-02" -# frequency: "Daily" -# description: "Check 📃 Planned articles and complete steps in each issue" -# moreInfoUrl: "https://fleetdm.com/handbook/demand#review-ongoing-articles" -# dri: "spokanemac" +