diff --git a/handbook/digital-experience/digital-experience.rituals.yml b/handbook/digital-experience/digital-experience.rituals.yml index de11a5517e..0de406e1cf 100644 --- a/handbook/digital-experience/digital-experience.rituals.yml +++ b/handbook/digital-experience/digital-experience.rituals.yml @@ -1,96 +1,4 @@ # https://github.com/fleetdm/fleet/pull/13084 -- - task: "Complete Digital Experience KPIs" - startedOn: "2024-08-30" - frequency: "Weekly" - description: "Complete Digital Experience KPIs for this week" - moreInfoUrl: - dri: "SFriendLee" -- - task: "Confirm consultant hours" - startedOn: "2024-09-30" - frequency: "Weekly" - description: "Perform step three in “Inform managers about hours worked” responsibility" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#inform-managers-about-hours-worked" - dri: "SFriendLee" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: "fleet" -- - task: "Confirm closed lost is happening within 30 days" - startedOn: "2025-01-25" - frequency: "Weekly" - description: "Check Salesforce for opportunities 30 days or older and escalate to sales manager who will follow up with prospect and return the deal to marketing via resting and changing the owner" - moreInfoUrl: "https://fleetdm.com/handbook/sales#review-salesforce-opportunities" - dri: "Sampfluger88" -- - task: "Prep 1:1s for OKR planning" - startedOn: "2024-09-09" - frequency: "Monthly" - description: "Add ”DISCUSS: Mike: Expectations of OKR planning“ to each e-group member's 1:1 document" - moreInfoUrl: "https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit" - dri: "SFriendLee" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: fleet -- - task: "Check browser compatibility for fleetdm.com" - startedOn: "2024-03-06" - frequency: "Monthly" - description: "Use Browserstack to manually QA pages on fleetdm.com in each of the earliest supported browser versions" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-browser-compatibility-for-fleetdm-com" - dri: "eashaw" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: fleet -- - task: "Regenerate messaging framework" - startedOn: "2024-07-15" - frequency: "Quarterly" - description: "Run through the entire website in `?utm_content=clear` mode and build a fresh outline of the headings to make sure they all still make sense." - moreInfoUrl: "" - dri: "mike-j-thomas" -- - task: "Check brand fronts are up to date" - startedOn: "2024-08-01" - frequency: "Quarterly" - description: "Check all brand fronts for consistancy and update as needed with the current product pitch and graphics." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#update-a-company-brand-front" - dri: "mike-j-thomas" -- - task: "Check production dependencies of fleetdm.com" - startedOn: "2023-11-10" - frequency: "Weekly" - description: "Check for vulnerabilities on the production dependencies of fleetdm.com." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-production-dependencies-of-fleetdm-com" - dri: "eashaw" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: fleet -- - task: "Check osquery Slack invitation" - startedOn: "2023-11-10" - frequency: "Monthly" - description: "Check the osquery Slack invitation that is linked to from Fleet and the Fleet website to make sure it is valid." - moreInfoUrl: "https://fleetdm.com/slack" - dri: "eashaw" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: fleet -- - task: "Prepare for CEO office minutes" - startedOn: "2023-12-18" - frequency: "Daily" - description: "Prepare the CEO office minutes calendar event and meeting agenda" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#prepare-for-ceo-office-minutes" - dri: "SFriendLee" -- - task: "Prioritize for next sprint" # Title that will actually show in rituals table - startedOn: "2023-08-09" # Needs to align with frequency e.g. if frequency is every thrid Thursday startedOn === any third thursday - frequency: "Triweekly" # must be supported by https://github.com/fleetdm/fleet/blob/dbbb501358e226fa3fdf48865175efe3334c826c/website/scripts/build-static-content.js - description: "Using your departmental kanban board, prioritize and finalize next sprint's goals for your team by draging the appropriate issues to the top of the 'Not yet' column." # example of a longer thing: description: "[Prioritizing next sprint](https://fleetdm.com/handbook/digital-experiencemunication)" - moreInfoUrl: "https://fleetdm.com/handbook/company/why-this-way#why-make-work-visible" #URL used to highlight "description:" test in table - dri: "sampfluger88" # DRI for ritual (assignee if autoIssue) (TODO display GitHub proflie pic instead of name or title) - task: "Process the CEO's inbox" startedOn: "2023-07-29" @@ -112,52 +20,15 @@ description: "Process the CEO's calendar" moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#process-the-ceos-calendar" dri: "SFriendLee" -- - task: "Process and backup E-group agenda" - startedOn: "2023-09-20" - frequency: "Weekly" - description: "Process and backup E-group agenda" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#process-and-backup-sid-agenda" - dri: "SFriendLee" -- - task: "Process and backup Sid agenda" - startedOn: "2023-09-25" - frequency: "Monthly" - description: "Process and backup Sid agenda" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#process-and-backup-e-group-agenda" - dri: "SFriendLee" -- - task: "Share recording of all hands meeting" - startedOn: "2023-07-01" - frequency: "Monthly" - description: "Sharing the all hands recording" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#share-recording-of-all-hands-meeting" - dri: "SFriendLee" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: "confidential" -- - task: "Prepare all hands deck" - startedOn: "2023-07-01" - frequency: "Monthly" - description: "Preparing the all hands deck" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#preparing-for-the-all-hands" - dri: "sampfluger88" - autoIssue: - labels: [ "#g-digital-experience" ] - repo: "confidential" -- - task: "Prepare board deck" - startedOn: "2023-09-25" - frequency: "Quarterly" - description: "Prepare slide deck for the next board meeting" - dri: "sampfluger88" - task: "Process CEO GitHub review requests, mentions, and outstanding PRs" startedOn: "2023-07-29" frequency: "Daily" description: "Filter all action items from CEO's GitHub notifications" dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" - task: "Check LinkedIn for unread messages" startedOn: "2023-09-25" @@ -165,67 +36,89 @@ description: "Prevent connections from slipping through the cracks" moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-linkedin-for-unread-messages" dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" - - task: "Downgrade unused license seats" - startedOn: "2024-03-31" - frequency: "Quarterly" - description: "Downgrade unused or questionable license seats on the first Wednesday of every quarter" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#downgrade-an-unused-license-seat" - dri: "sampfluger88" -- - task: "Communicate Fleet's potential energy to stakeholders" - startedOn: "2024-05-01" - frequency: "Monthly" - description: "Via hand or automation, send a monthly update email to all investors that hold 4% equity or greater in Fleet who have opted in to receive emails on the company's progress." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#communicate-fleets-potential-energy-to-stakeholders" + task: "Check LinkedIn for new activity" + startedOn: "2025-04-25" + frequency: "Daily" + description: "Once a day the Apprentice will check LinkedIn for unread messages and pending connect request." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-linkedin-for-new-activity" dri: "SFriendLee" autoIssue: labels: [ "#g-digital-experience" ] repo: "confidential" - - task: "Vanta check" # TODO tie this to a responsibility + task: "Add LinkedIn connections to CRM" + startedOn: "2025-04-25" + frequency: "Daily" + description: "Add the most recent connections from Linkedin to our CRM." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#add-linkedin-connections-to-crm" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Vanta check" startedOn: "2025-06-09" frequency: "Weekly" description: "Every Monday, log in to Vanta and create GitHub issues for any tests that are due or need remediation in the next 3 weeks." - moreInfoUrl: + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#monitor-compliance-tests" dri: "hollidayn" autoIssue: labels: [ "#g-digital-experience" ] repo: "confidential" - - task: "Recognize and benchmark workiversaries" - startedOn: "2024-07-15" - frequency: "Monthly" - description: "Identify workiversaries coming up in the next two months and follow the steps to ensure they're recognized and benchmarked" - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#recognize-employee-workiversaries" + task: "Process and backup E-group agenda" + startedOn: "2023-09-20" + frequency: "Weekly" + description: "Process and backup E-group agenda" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#process-and-backup-sid-agenda" dri: "SFriendLee" - autoIssue: - labels: [ "#g-digital-experience" ] + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Complete Digital Experience KPIs" + startedOn: "2024-08-30" + frequency: "Weekly" + description: "Complete Digital Experience KPIs for this week @SFriendLee" + moreInfoUrl: + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "fleet" +- + task: "Confirm consultant hours" + startedOn: "2024-09-30" + frequency: "Weekly" + description: "Perform step three in “Inform managers about hours worked” responsibility" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#inform-managers-about-hours-worked" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] repo: "confidential" - - task: "Quarterly grants" - startedOn: "2024-02-01" - frequency: "Quarterly" - description: "Create the equity grants GitHub issue and walk through the steps." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#grant-equity" - dri: "hollidayn" -- - task: "Change password of \"Integrations admin\" Salesforce account" - startedOn: "2024-09-10" - frequency: "Quarterly" - description: "Log into the \"Integrations admin\" account in Salesforce and change the password to prevent a password change being required by Salesforce." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#change-the-integrations-admin-salesforce-account-password" + task: "Confirm closed lost is happening within 30 days" + startedOn: "2025-01-25" + frequency: "Weekly" + description: "Check Salesforce for opportunities 30 days or older and escalate to sales manager who will follow up with prospect and return the deal to marketing via resting and changing the owner" + moreInfoUrl: "https://fleetdm.com/handbook/sales#review-salesforce-opportunities" + dri: "Sampfluger88" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Check production dependencies of fleetdm.com" + startedOn: "2023-11-10" + frequency: "Weekly" + description: "Check for vulnerabilities on the production dependencies of fleetdm.com." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-production-dependencies-of-fleetdm-com" dri: "eashaw" -- - task: "Check GitHub/GitLab terms" - startedOn: "2023-10-24" - frequency: "Annually" - description: "Check GitHub's terms to make sure the “inbound=outbound” clause is unchanged." - moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-github-terms" - dri: "hollidayn" autoIssue: labels: [ "#g-digital-experience" ] - repo: "confidential" + repo: "fleet" - task: "Check that there is sufficient availability for scheduling demos via fleetdm.com/contact" startedOn: "2024-10-25" @@ -233,6 +126,9 @@ description: "Check out the meeting booking flow that you get when you schedule a demo from Fleet's contact form, and make sure there is plenty of availability for the rest of the day in US PT thru ET, with significant spots open in the morning (US time) for folks in EMEA and at least one or two spots open in the evening (US time) for folks in APAC / Hawaii." moreInfoUrl: "" dri: "onasismunro" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" - task: "Connect with active community members" startedOn: "2025-04-25" @@ -253,6 +149,96 @@ autoIssue: labels: [ "#g-digital-experience" ] repo: "confidential" +- + task: "Prioritize for next sprint" # Title that will actually show in rituals table + startedOn: "2023-08-09" # Needs to align with frequency e.g. if frequency is every thrid Thursday startedOn === any third thursday + frequency: "Triweekly" # must be supported by https://github.com/fleetdm/fleet/blob/dbbb501358e226fa3fdf48865175efe3334c826c/website/scripts/build-static-content.js + description: "Using your departmental kanban board, prioritize and finalize next sprint's goals for your team by draging the appropriate issues to the top of the 'Not yet' column." # example of a longer thing: description: "[Prioritizing next sprint](https://fleetdm.com/handbook/digital-experiencemunication)" + moreInfoUrl: "https://fleetdm.com/handbook/company/why-this-way#why-make-work-visible" #URL used to highlight "description:" test in table + dri: "sampfluger88" # DRI for ritual (assignee if autoIssue) (TODO display GitHub proflie pic instead of name or title) + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Prep 1:1s for OKR planning" + startedOn: "2024-09-09" + frequency: "Monthly" + description: "Add ”DISCUSS: Mike: Expectations of OKR planning“ to each e-group member's 1:1 document" + moreInfoUrl: "https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "fleet" +- + task: "Check browser compatibility for fleetdm.com" + startedOn: "2024-03-06" + frequency: "Monthly" + description: "Use Browserstack to manually QA pages on fleetdm.com in each of the earliest supported browser versions" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-browser-compatibility-for-fleetdm-com" + dri: "eashaw" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "fleet" +- + task: "Check osquery Slack invitation" + startedOn: "2023-11-10" + frequency: "Monthly" + description: "Check the osquery Slack invitation that is linked to from Fleet and the Fleet website to make sure it is valid." + moreInfoUrl: "https://fleetdm.com/slack" + dri: "eashaw" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "fleet" +- + task: "Process and backup Sid agenda" + startedOn: "2023-09-25" + frequency: "Monthly" + description: "Process and backup Sid agenda" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#process-and-backup-e-group-agenda" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Share recording of all hands meeting" + startedOn: "2023-07-01" + frequency: "Monthly" + description: "Sharing the all hands recording" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#share-recording-of-all-hands-meeting" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Prepare all hands deck" + startedOn: "2023-07-01" + frequency: "Monthly" + description: "Preparing the all hands deck" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#preparing-for-the-all-hands" + dri: "sampfluger88" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Communicate Fleet's potential energy to stakeholders" + startedOn: "2024-05-01" + frequency: "Monthly" + description: "Via hand or automation, send a monthly update email to all investors that hold 4% equity or greater in Fleet who have opted in to receive emails on the company's progress." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#communicate-fleets-potential-energy-to-stakeholders" + dri: "SFriendLee" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" +- + task: "Recognize and benchmark workiversaries" + startedOn: "2024-07-15" + frequency: "Monthly" + description: "Identify workiversaries coming up in the next two months and follow the steps to ensure they're recognized and benchmarked" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#recognize-employee-workiversaries" + dri: "ireedy" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential" - task: "Check for new versions of osquery schema" startedOn: "2025-06-03" @@ -263,4 +249,55 @@ autoIssue: labels: [ "#g-digital-experience" ] repo: "fleet" +- + task: "Downgrade unused license seats" + startedOn: "2024-03-31" + frequency: "Quarterly" + description: "Downgrade unused or questionable license seats on the first Wednesday of every quarter" + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#downgrade-an-unused-license-seat" + dri: "sampfluger88" +- + task: "Prepare board deck" + startedOn: "2023-09-25" + frequency: "Quarterly" + description: "Prepare slide deck for the next board meeting" + dri: "sampfluger88" +- + task: "Quarterly grants" + startedOn: "2024-02-01" + frequency: "Quarterly" + description: "Create the equity grants GitHub issue and walk through the steps." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#grant-equity" + dri: "hollidayn" +- + task: "Change password of \"Integrations admin\" Salesforce account" + startedOn: "2024-09-10" + frequency: "Quarterly" + description: "Log into the \"Integrations admin\" account in Salesforce and change the password to prevent a password change being required by Salesforce." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#change-the-integrations-admin-salesforce-account-password" + dri: "eashaw" +- + task: "Regenerate messaging framework" + startedOn: "2024-07-15" + frequency: "Quarterly" + description: "Run through the entire website in `?utm_content=clear` mode and build a fresh outline of the headings to make sure they all still make sense." + moreInfoUrl: "" + dri: "mike-j-thomas" +- + task: "Check brand fronts are up to date" + startedOn: "2024-08-01" + frequency: "Quarterly" + description: "Check all brand fronts for consistancy and update as needed with the current product pitch and graphics." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#update-a-company-brand-front" + dri: "mike-j-thomas" +- + task: "Check GitHub/GitLab terms" + startedOn: "2023-10-24" + frequency: "Annually" + description: "Check GitHub's terms to make sure the “inbound=outbound” clause is unchanged." + moreInfoUrl: "https://fleetdm.com/handbook/digital-experience#check-github-terms" + dri: "hollidayn" + autoIssue: + labels: [ "#g-digital-experience" ] + repo: "confidential"