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Ensure task assignment correct for team rituals. (#22084)
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
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@ -619,7 +619,8 @@ We like to be open about milestones and announcements. Every Friday, e-group mem
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To send the weekly update follow these steps:
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1. Navigate to the current weeks row in the [KPIs Google Sheet](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0).
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2. Copy the entire formula in this weeks "Weekly update" update cell and paste without formating (CMD+⇧+V) back into the same cell. The formula will now look like this:
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2. 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 [document performance feedback](https://fleetdm.com/handbook/digital-experience#document-performance-feedback).
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3. Copy the entire formula in this weeks "Weekly update" update cell and paste without formating (CMD+⇧+V) back into the same cell. The formula will now look like this:
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<img width="464" alt="image" src="https://github.com/fleetdm/fleet/assets/108141731/1f7c652c-955e-4e84-b16f-83bc48af71f1">
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@ -285,7 +285,6 @@ Fleet pays its vendors in less than 15 business days in most cases. All invoices
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### Update weekly KPIs
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- Create the weekly update issue from the template in ZenHub every Friday and update the [KPIs for finance](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0) by 5pm US central time.
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- 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](https://fleetdm.com/handbook/finance#team) know so they can put it on the agenda for their next one-on-one with the CEO.
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## Rituals
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@ -19,10 +19,10 @@
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labels: [ "#g-finance" ]
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repo: "confidential"
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-
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task: "KPI roundup"
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task: "Complete Finance KPI inputs"
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startedOn: "2024-02-16"
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frequency: "Weekly"
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description: "Create the weekly KPI issue, complete the finance update."
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description: "Create the weekly team KPI issue, complete the finance update."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#update-weekly-kpis"
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dri: "ireedy"
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autoIssue:
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@ -64,7 +64,7 @@
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frequency: "Monthly"
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description: "Create the monthly close GitHub issue and walk through the steps. This process includes fulfilling the monthly reporting requirement for SVB."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#process-monthly-accounting"
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dri: "hollidayn"
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dri: "ireedy"
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autoIssue:
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labels: [ "#g-finance" ]
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repo: "confidential"
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@ -128,7 +128,7 @@
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frequency: "Quarterly"
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description: "Provide updated metrics for CRV in Chronograph."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#report-quarterly-numbers-in-chronograph"
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dri: "hollidayn"
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dri: "ireedy"
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-
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task: "Quartlery finance check"
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startedOn: "2024-03-31"
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@ -149,4 +149,4 @@
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frequency: "Annually"
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description: "Provide information to tax team with Deloitte and assist with filing and paying state and federal returns"
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moreInfoUrl:
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dri: "hollidayn"
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dri: "jostableford"
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