From 9316f58dff181052fc74f677283995545a2bb695 Mon Sep 17 00:00:00 2001 From: Mike McNeil Date: Fri, 31 Mar 2023 14:21:39 -0500 Subject: [PATCH] Clean up bizops rituals (#10920) --- handbook/business-operations/README.md | 68 +++++++++++++++----------- 1 file changed, 39 insertions(+), 29 deletions(-) diff --git a/handbook/business-operations/README.md b/handbook/business-operations/README.md index b8f7f8b3ef..5813ea8901 100644 --- a/handbook/business-operations/README.md +++ b/handbook/business-operations/README.md @@ -789,35 +789,47 @@ The following table lists this group's rituals, frequency, and Directly Responsi | Ritual | Frequency | Description | [DRI](https://fleetdm.com/handbook/company/why-this-way#why-group-slack-channels) | |:-----------------------------|:-----------------------------|:----------------------------------------------------|-------------------| -| Weekly update reminder | Weekly | Early Friday mornings (US time), a Slack bot posts in the `#g-e` channel reminding directly responsible individuals for KPIs to add their metrics for the current week in ["KPIs"](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit) before the end of the day. | N/A | -| Weekly update | Weekly | On Friday, Mike McNeil updates the KPIs in the ["🌈 Weekly updates" spreadsheet](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0) and posts a single message recognizing each of the week's on-duty people for each of the on-call rotations, along with any hiring and departure announcements. Mike McNeil posts the company update in the `#general` channel. | Mike McNeil | -| AP invoice monitoring | Daily | Look for new accounts payable invoices and make sure that Fleet's suppliers are paid. | Nathanael Holliday | -| Hours update | Weekly | Screenshots of contractor hours as shown in Gusto are sent via Slack to each contractor's manager with no further action necessary if everything appears normal. | Mike McNeil | -| Prepare Mike and Sid's 1:1 doc | Bi-weekly | Run through the document preparation GitHub issue for Mike's call with Sid. | Nathanael Holliday | -| Brex reconciliation | Monthly | Make sure all company-issued credit card transactions include memos. | Nathanael Holliday | -| Monthly accounting | Monthly | Use the monthly accounting template in GitHub to go through the process of validating Fleet's books. | Nathanael Holliday | -| Commission payroll | Monthly | Use the [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit#gid=0) to determine the commission payroll to be run in Gusto. | Nathanael Holliday | -| US contractor payroll | Monthly | Sync contractor hours to payments in Gusto and run payroll for the month. | Mike McNeil | -| 550C update | Annually | File California 550C. | Mike McNeil | -| [Workiversaries](#workiversaries) | Weekly/PRN | Mike McNeil posts in `#g-people` and tags @mikermcneil about any upcoming workiversaries. | Mike McNeil | -| Investor and Advisor updates | PRN | Mike McNeil tracks the last contact with investors and coordinates outreach with CEO. | Mike McNeil | +| Key review | every three weeks | Every release cycle, a key review deck is prepared and presented. | Head of Business Operations | +| Informing managers about hours worked | Weekly | See [Informing managers about hours worked"](https://fleetdm.com/handbook/business-operations#informing-managers-about-hours-worked). | Head of Business Operations | +| Payroll | Monthly before payroll runs | Every month, Mike McNeil audits the payroll platforms for accuracy. | Head of Business Operations | +| US contractor payroll | Monthly | Sync contractor hours to payments in Gusto and run payroll for the month. | Head of Business Operations | +| Commission payroll | Monthly | Use the [commission calculator](https://docs.google.com/spreadsheets/d/1vw6Q7kCC7-FdG5Fgx3ghgUdQiF2qwxk6njgK6z8_O9U/edit#gid=0) to determine the commission payroll to be run in Gusto. | Taylor Hughes | +| Revenue report | Weekly | At the start of every week, check the Salesforce reports for past due invoices, non-invoiced opportunities, and past due renewals. Report any findings to in the `#g-sales` channel by mentioning Alex Mitchell and Mike McNeil. | Taylor Hughes | +| Monthly accounting | Monthly | Create [the monthly close GitHub issue](https://fleetdm.com/handbook/business-operations#intake) and walk through the steps. | Nathanael Holliday | +| Quarterly grants | Quarterly | Create [the quarterly close GitHub issue](https://fleetdm.com/handbook/business-operations#intake) and walk through the steps. | Nathanael Holliday | +| AP invoice monitoring | Weekly | Look for new accounts payable invoices and make sure that Fleet's suppliers are paid. | Nathanael Holliday | + + + + + + ## Kanban @@ -834,14 +846,12 @@ These groups maintain the following [Slack channels](https://fleetdm.com/handboo | Slack channel | [DRI](https://fleetdm.com/handbook/company/why-this-way#why-group-slack-channels) | |:----------------------------------------|:--------------------------------------------------------------------| -| `#g-business-operations` | Nathan Holliday +| `#g-business-operations` | Business operations on-call +| `#help-login` | Business operations on-call +| `#help-brex` | Business operations on-call +| `#help-classified` _(¶¶)_ | Business operations on-call | `#help-onboarding` | Mike McNeil -| `#help-login` | Nathan Holliday | `#help-manage` | Mike McNeil -| `#help-brex` | Nathan Holliday -| `#help-ceo` | Mike McNeil -| `#help-mission-control` _(¶¶)_ | Mike McNeil -| `#help-classified` _(¶¶)_ | Mike McNeil | `#help-open-core-ventures` _(¶¶)_ | Mike McNeil #### Stubs