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Add prepare for OCV meeting ritual (#33491)

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Sam Pfluger 2025-09-25 15:28:56 -05:00 committed by GitHub
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7
handbook/finance/README.md
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@ -22,6 +22,13 @@ This handbook page details processes specific to working [with](#contact-us) and
The Finance department is directly responsible for accounts receivable including invoicing, accounts payable including commision calculations, compliance, expense reporting including Brex memos and maintaining accurate spend projections in "🧮The numbers", sales taxes, payroll taxes, corporate income/franchise taxes, and financial operations including bank accounts and cash flow management.
### Prepare for OCV meeting
Mike meets with OCV on the last Wednesday of every month. Use the following steps to help him prepare for that meeting:
1. In the "📈 Longer-term plan" section of the doc, update the "Gross new ARR (QTD)", "New logo pipeline $ generated (QTD)", "ARR, cumulative" numbers using the [📈 OKRs (quarterly goals) + KPIs (everyday metrics) (confidential)](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit?gid=0#gid=0) spreadsheet.
2. In the "😬 CEO's top-of-mind goals" section, use the [📈 OKRs (quarterly goals) + KPIs (everyday metrics) (confidential)](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit?gid=0#gid=0) spreadsheet to update the numbers in the goal column for the current month to be correct.
### Reconcile monthly recurring expenses
Recurring monthly or annual expenses, such as the tools we use throughout Fleet, are tracked as recurring, non-personnel expenses in ["🧮 The Numbers"](https://docs.google.com/spreadsheets/d/1X-brkmUK7_Rgp7aq42drNcUg8ZipzEiS153uKZSabWc/edit#gid=2112277278) _(¶confidential Google Sheet)_, along with their payment source. Reconciliation of recurring expenses happens monthly. <!-- TODO: Merge "🧮 The Numbers" and ["Tools we use" (private Google doc)](https://docs.google.com/spreadsheets/d/170qjzvyGjmbFhwS4Mucotxnw_JvyAjYv4qpwBrS6Gl8/edit?usp=sharing) -->

13
handbook/finance/finance.rituals.yml
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@ -153,7 +153,7 @@
-
task: "Trademark review"
startedOn: "2025-10-24"
frequency: "Qurterly"
frequency: "Quarterly"
description: "Review status of current Fleet trademark registrations internationally and discuss necessity of current and future registrations."
moreInfoUrl:
dri: "hollidayn"
@ -164,4 +164,13 @@
description: "CEO + CFO + Head of People review operating model."
moreInfoUrl:
dri: "rfoo2015"
-
task: "Prepare for OCV meeting"
startedOn: "2025-09-15"
frequency: "Monthly"
description: "CEO + CFO + Head of People review operating model."
moreInfoUrl: "https://fleetdm.com/handbook/finance#prepare-for-ocv-meeting"
dri: "rfoo2015"
autoIssue:
labels: [ ":help-finance" ]
repo: "confidential"