From 96b8a7d265e5378e978bbd5475bdf77e960a3976 Mon Sep 17 00:00:00 2001 From: Mike McNeil Date: Sun, 10 Dec 2023 14:55:50 -0600 Subject: [PATCH] Handbook: Update ceo.md: Clear double-bookings (#15544) https://github.com/fleetdm/confidential/issues/4692 --- handbook/ceo.md | 54 +++++++++++++++++++++---------------------------- 1 file changed, 23 insertions(+), 31 deletions(-) diff --git a/handbook/ceo.md b/handbook/ceo.md index af3bb79652..a00351e5a2 100644 --- a/handbook/ceo.md +++ b/handbook/ceo.md @@ -28,34 +28,26 @@ From time to time, you will need to schedule an interview between a candidate an 3. Set the Google Calendar description of the calendar event to: `Agenda: URL_FOR_NEW_COPY_OF_FINAL_INTERVIEW_DOC` ### Process the CEO's calendar -Time management for the CEO is essential. The Apprentice processes the CEO's calendar by checking for and correcting any double-booking (e.g. two meetings scheduled for overlapping times that the CEO needs to attend) or new meetings added. - -Prioritizing in order of importance: - - Travel and personal commitments - - External meetings - - Board meetings - - Priority design reviews - - E-group - - ❌ Reserved until day of - - Customer or prospect calls _(up to the first 4 hours per week)_ - - Design reviews - - Puppet show - -_Please do not move external meetings, travel, and personal commitments without asking the CEO first._ - -[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. - -In the notes document include: - 1. LinkedIn profile link of all outside participants - 2. Screen-shot of LinkedIn profile pic - 3. Company name (in doc title and file name) - 4. Correct date (20XX-XX-XX in doc title and file name) - 5. Context that helps the CEO to understand the purpose of the meeting at a glance from: - - CEO's email - - LinkedIn messages (careful not to mark things as read!) - - Google Drive -Be sure to do this from Mike's browser so as to not lock him out of any meeting docs. +Time management for the CEO is essential. The Apprentice processes the CEO's calendar multiple times per day. +- **Clear any unexpected new events or double-bookings.** Look for any new double-bookings, invites that haven't been accepted, or other events you don't recognize. + 1. Double-book temporarily with a "UNCONFIRMED" calendar block so that the CEO ignores it and doesn't spend time trying to figure out what it is. + 2. Go to the organizer (or nearest fleetie who's not the CEO): + - Get full context on what the CEO should know as to the purpose of the meeting and why the organizer thinks it is helpful or necessary for the CEO to attend. + - 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. + - In the notes document include: + 1. LinkedIn profile link of all outside participants + 2. Screen-shot of LinkedIn profile pic + 3. Company name (in doc title and file name) + 4. Correct date (20XX-XX-XX in doc title and file name) + 5. Context that helps the CEO to understand the purpose of the meeting at a glance from: + - CEO's email + - LinkedIn messages (careful not to mark things as read!) + - Google Drive + - Be sure to do this from the CEO's browser so as to not lock him out of any meeting docs. ### Process the CEO's inbox - The Apprentice to the CEO is [responsible](https://fleetdm.com/handbook/company/why-this-way#why-direct-responsibility) for [processing all email traffic](https://docs.google.com/document/d/1gH3IRRgptrqSYzBFy-77g98JROTL8wqrazJIMkp-Gb4/edit#heading=h.i7mkhr6m123r) prior to CEO review. @@ -259,10 +251,10 @@ It's not enough to just "delete" a recording of a meeting in Gong. Instead, use ## Rituals -- Note: Some rituals are especially time-sensitive and require attention multiple times per day (⏰). Set reminders for the following times (CT): - - 9:30 AM /before start of business - - 12:30 PM /beginning of "reserved block" - - 6:30 PM /post-mortem days meetings +- Note: Some rituals (⏰) are especially time-sensitive and require attention multiple times (3+) per day. Set reminders for the following times (CT): + - 9:30 AM _(/before first meeting)_ + - 12:30 PM CT _(/beginning of "reserved block")_ + - 6:30 PM CT _(/after last meeting, before roundup / Japan calls)_