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Update Handbook/digital-experience/Process the CEO's calendar (#19430)

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Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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Savannah Friend 2024-06-03 16:59:57 -05:00 committed by GitHub
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handbook/digital-experience/README.md
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@ -321,11 +321,15 @@ Time management for the CEO is essential. The Apprentice processes the CEO's ca
- Remind the organizer with [this link to the handbook that all CEO events have times chosen by Sam before booking](https://fleetdm.com/handbook/company/communications#schedule-time-with-the-ceo).
3. Bring prepped discussion item about this proposed event to the next CEO roundup, including the purpose of the event and why it is helpful or necessary for the CEO to attend (according to the person requesting the CEO's attendance). The CEO will decide whether to attend.
4. Delete the "UNCONFIRMED" block if the meeting is confirmed, or otherwise work with the organizer to pick a new time or let them know the decision.
- **Prepare the agenda for any newly-added meetings**: [Meeting agenda prep](https://docs.google.com/document/d/1gH3IRRgptrqSYzBFy-77g98JROTL8wqrazJIMkp-Gb4/edit#heading=h.i7mkhr6m123r) is especially important to help the CEO focus and transition quickly in and between meetings. Using the CEO's browser, prepare each document by including the following:
> If a meeting agenda has to be created from scratch, be sure to move it to the "Meeting notes" folder in Google Drive so that he isn't locked out of any documents.
> If preparing for a meeting with a current advisor, use the existing journal as the meeting agenda using these steps:
> 1. Search for the journal in Mike's browser using the advisor's name or email.
> 2. Update the journal by adding the date of the meeting as an H3 in the Google document (pattern matching the document) and link the document to the calendar description.
1. LinkedIn profile url of all outside participants. Connect with any of the attendees that the CEO is not already connected to on LinkedIn, this should always be a blank connect request meaning "Send without note".
1. LinkedIn profile url of all outside participants. Connect with any of the attendees that the CEO is not already connected to on LinkedIn, this should always be a blank connect request meaning "Send without note". Nest everything from prep under the LinkedIn url (ie all under #1)
2. A screen-shot of LinkedIn profile pic
3. Company name (in doc title, file name and Google calendar event title)
4. Correct date (20XX-XX-XX in doc title and file name)
@ -333,7 +337,7 @@ Time management for the CEO is essential. The Apprentice processes the CEO's ca
- CEO's email
- LinkedIn messages (careful not to mark things as read!)
- Google Drive
6. Edit the calendar event description, changing “Notes” to “Agenda” when you're finished preparing the document to signify that this meeting has been prepped.
6. Edit the calendar event description, changing “Notes” to “Agenda” when you're finished preparing the document to signify that this meeting has been prepped.
### Process the CEO's inbox