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Handbook: backlog catchup - Rituals (#9776)

Browse source 
https://github.com/fleetdm/fleet/issues/4679
https://github.com/fleetdm/fleet/issues/4670 @zwass - FYI
https://github.com/fleetdm/confidential/issues/1051 
https://github.com/fleetdm/fleet/issues/4677
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35
handbook/business-operations/README.md
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@ -108,6 +108,7 @@ When the final signature is added to an envelope in DocuSign, it is marked as co
link: drive.google.com/[destinationFolderID]
```
## Salesforce
We consider Salesforce to be our Rolodex for customer information. During the onboarding process, you may need to add a license for the new hire. Here are the steps we take:
1. Go to “Your account.”
@ -209,6 +210,7 @@ The steps for doing this are highlighted in this loom, TODO.
5. Sync hours
6. Run contractor payroll
## Reimbursements
We provide all of our team members with Brex cards for making purchases for the company. Fleet will reimburse team members who pay for work-related expenses with their personal funds.
Team members can request reimbursement through [Gusto]([https://app.gusto.com/expenses](https://support.gusto.com/article/209831449100000/Get-reimbursed-for-expenses-as-an-employee)) if they're in the US or [Pilot]([https://pilot.co/](https://help.pilot.co/en/articles/4658204-how-to-request-a-reimbursement#:~:text=If%20you%20made%20a%20purchase,and%20click%20'Add%20new%20expense.)) if they are an international team member. When submitting an expense report, team members need to provide the receipt and a description of the expense.
@ -221,9 +223,6 @@ At Fleet, performance feedback is a continuous process. We give feedback (partic
Founders evaluate and update compensation decisions yearly, shortly after the anniversary of a team member's start date.
## Key reviews
Every release cycle, each department leader prepares a [key review deck](https://about.gitlab.com/handbook/key-review/#purpose) and presents it to the CEO. In this deck, the department will highlight KPI metrics and progress of OKRs. The information for creating this deck is located in the ["🌈 Fleet" Google drive](https://drive.google.com/drive/folders/1lizTSi7YotG_zA7zJeHuOXTg_KF1Ji8k) using ["How to create key review"](https://docs.google.com/document/d/1PDwJL0HiCz-KbEGZMfldAYX_aLk5OVAU1MMSgMYYF2A/edit?usp=sharing)(internal doc).
@ -276,7 +275,6 @@ In consideration of our team, Fleet avoids using global tags in channels (i.e. @
2. Why does this matter? Great question! The Fleet [culture](https://fleetdm.com/handbook/company#culture) is pretty simple: think of others, and remember the company [Values](https://fleetdm.com/handbook/company#values).
## Open positions
- 🚀 [Engineering Manager, MDM](https://fleet-device-management.breezy.hr/p/41ad774fe34a-engineering-manager-mdm)
@ -491,30 +489,31 @@ The following table lists the People group's rituals, frequency, and Directly Re
| Weekly update | Weekly | Updates from managers on what their departments accomplished for the week are logged in the cloud and disseminated in Slack. Update the ops KPIs in the ["🌈 Weekly updates" spreadsheet](https://docs.google.com/spreadsheets/d/1Hso0LxqwrRVINCyW_n436bNHmoqhoLhC8bcbvLPOs9A/edit#gid=0).| Charlie Chance |
| 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. | Charlie Chance |
| 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 |
| OKR review | Every three weeks | Review the status of each OKR. | Mike Thomas |
| 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. | Charlie Chance |
| OKR planning | Quarterly | Plan for the next quarter's OKRs. | Mike Thomas |
| 550C update | Annually | File California 550C. | Charlie Chance |
| Workiversaries | Weekly/PRN | People Operations posts in #g-people and tags @mikermcneil about any upcoming workiversaries | Charlie Chance |
| Investor and Advisor updates | PRN | People Operations tracks the last contact with investors and coordinates outreach with CEO | Charlie Chance |
| CEO inbox sweep | Daily unless OOO | Charlie does a morning sweep of the CEO's inbox to remove spam and grab action items | Charlie Chance |
| Recruiting progress checkup | Weekly | Charlie looks in the [Fleeties spreadsheet](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) and reports on each open position | Charlie Chance |
| Payroll | Monthly before payroll runs | Every month, Charlie audits the payroll platforms for accuracy | Charlie Chance |
| Calendar audit | Daily | Daily Charlie audits CEOs calendar and set notes for meetings | Charlie Chance |
| TPA verifications | Quarterly | Every quarter before tax filing due dates, Charlie audits state accounts to ensure TPA is set up or renewed | Charlie Chance |
| OKR table update | Quarterly | Every quarter after OKRs are finalized, Charlie adds the OKR doc file to the table on Product's page | Charlie Chance |
| 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 Mike Mcneil and Alex Mitchell in the #help-sales channel and follow up with customers as necessary to resolve. | Nathanael Holliday |
| Capital credit reporting | Annually | Within 60 days of the new year, provide financial statements to SVB | Nathanael Holliday |
| QBO check | Quarterly | The first month after the previous quarter has closed, make sure that QBO is accurate compared to Fleet's records | Nathanael Holliday |
| BizOps key review | every three weeks | Every release cycle a key review deck is prepared and presented | Nathanael Holliday |
| Workiversaries | Weekly/PRN | People Operations posts in `#g-people` and tags @mikermcneil about any upcoming workiversaries. | Charlie Chance |
| Investor and Advisor updates | PRN | People Operations tracks the last contact with investors and coordinates outreach with CEO. | Charlie Chance |
| CEO inbox sweep | Daily unless OOO | Charlie does a morning sweep of the CEO's inbox to remove spam and grab action items. | Charlie Chance |
| Recruiting progress checkup | Weekly | Charlie looks in the [Fleeties spreadsheet](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) and reports on each open position. | Charlie Chance |
| Payroll | Monthly before payroll runs | Every month, Charlie audits the payroll platforms for accuracy. | Charlie Chance |
| Calendar audit | Daily | Daily Charlie audits CEOs calendar and set notes for meetings. | Charlie Chance |
| TPA verifications | Quarterly | Every quarter before tax filing due dates, Charlie audits state accounts to ensure TPA is set up or renewed. | Charlie Chance |
| 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 Mike Mcneil and Alex Mitchell in the `#g-sales` channel and follow up with customers as necessary to resolve. | Nathanael Holliday |
| Capital credit reporting | Annually | Within 60 days of the new year, provide financial statements to SVB. | Nathanael Holliday |
| QBO check | Quarterly | The first month after the previous quarter has closed, make sure that QBO is accurate compared to Fleet's records. | Nathanael Holliday |
| Business Ops key review | every three weeks | Every release cycle a key review deck is prepared and presented. | Nathanael Holliday |
| YubiKey adoption | Monthly | Track YubiKey adoption in Google workspace and follow up with those that aren't using it. | Charlie Chance |
| MDM device enrollment | Quarterly | Provide export of MDM enrolled devices to the ops team. | Luke Heath |
| Access revalidation | Quarterly | Review critical access groups to make sure they contain only relevant people. | Charlie Chance |
| Security policy update | Annually | Update security policies and have them approved by the CEO. | Nathanael Holliday |
| Security notifications check | Daily | Check Slack, Google, Vanta, and Fleet dogfood for security-related notifications. | Nathanael Holliday |
| Changeset for onboarding issue template | Quarterly | pull up the changeset in the onboarding issue template and send out a link to the diff to all team members by posting in Slack's `#general` channel. | Charlie Chance |
| Kanban contributor experience checkup | End of release cycle | Audit Kanban board for issues that are pending completion. | Nathanael Holliday
| Backlog contributor experience checkup | End of release cycle | Audit Kanban board for issues that need prioritization in the Kanban backlog. | Nathanael Holliday |
| GitHub contributor experience checkup | End of release cycle | Audit Kanban repositories with CTO and track in KPI spreadsheet. | RevOps |
## Slack channels