From 938f847499957337951be2da7c20ee6c0687fd4b Mon Sep 17 00:00:00 2001
From: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
Date: Thu, 25 Sep 2025 15:28:56 -0500
Subject: [PATCH] Add prepare for OCV meeting ritual (#33491)

---
 handbook/finance/README.md           |  7 +++++++
 handbook/finance/finance.rituals.yml | 13 +++++++++++--
 2 files changed, 18 insertions(+), 2 deletions(-)

diff --git a/handbook/finance/README.md b/handbook/finance/README.md
index 725fe25ebd..66bacce6ca 100644
--- a/handbook/finance/README.md
+++ b/handbook/finance/README.md
@@ -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) -->
diff --git a/handbook/finance/finance.rituals.yml b/handbook/finance/finance.rituals.yml
index 9f63bbadb9..0b9fe8b470 100644
--- a/handbook/finance/finance.rituals.yml
+++ b/handbook/finance/finance.rituals.yml
@@ -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"