fleet/handbook/ceo/ceo.rituals.yml
Sam Pfluger f2df737a0b
Create CEO and People pages and reorg (#31559)
<ins>*🌐 IT and Enablement:*</ins>
- Rename "🌐 Digital Experience" to "🌐 IT and Enablement" dept
- Rename "digital-experience.rituals.yml" to
"it-and-enablement.rituals.yml"

<ins>*🧑‍🚀 People*</ins>
- Create 🧑‍🚀 People dept
  - Create "people.rituals.yml"

<ins>*🔭 CEO*</ins> (<= WHY? To maintain the [structure of the
handbook](https://fleetdm.com/handbook/company/leadership#outline-of-departmental-page-structure).)
- Create 🔭 CEO page and link to leadership
- Create ceo.rituals.yml

<ins>*💸 Finance*</ins>
- Renamed label "#g-finance" to ":help-finance" to match the rest of the
departmental labels.

---------

Co-authored-by: Eric <eashaw@sailsjs.com>
2025-08-04 13:07:18 -05:00

77 lines
3 KiB
YAML

-
task: "Process the CEO's inbox"
startedOn: "2023-07-29"
frequency: "Daily ⏰"
description: "Process the CEO's inbox"
moreInfoUrl: "https://fleetdm.com/handbook/ceo#process-the-ceos-email"
dri: "SFriendLee"
-
task: "Process the CEO's calendar"
startedOn: "2023-07-29"
frequency: "Daily ⏰"
description: "Process the CEO's calendar"
moreInfoUrl: "https://fleetdm.com/handbook/ceo#process-the-ceos-calendar"
dri: "SFriendLee"
-
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"
-
task: "Check LinkedIn for new activity"
startedOn: "2025-04-25"
frequency: "Daily"
description: "Once a day the Executive Assistant will check LinkedIn for unread messages and pending connect request."
moreInfoUrl: "https://fleetdm.com/handbook/ceo#check-linkedin-for-new-activity"
dri: "SFriendLee"
-
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/ceo#add-linkedin-connections-to-crm"
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/ceo#process-and-backup-sid-agenda"
dri: "SFriendLee"
-
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/ceo#communicate-fleets-potential-energy-to-stakeholders"
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/ceo#process-and-backup-e-group-agenda"
dri: "SFriendLee"
-
task: "Prep 1:1s for OKR planning"
startedOn: "2024-09-09"
frequency: "Quarterly"
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"
-
task: "Prep for the 🤝❌ Closed (for now) opportunity review"
startedOn: "2025-07-18"
frequency: "Weekly"
description: "Complete steps 1 - 3 of https://fleetdm.com/handbook/sales#communicate-gross-new-arr-added"
moreInfoUrl: "https://fleetdm.com/handbook/sales#communicate-gross-new-arr-added"
dri: "SFriendLee"
-
task: "Connect with active community members"
startedOn: "2025-04-25"
frequency: "Weekly"
description: "Connect with active community members"
moreInfoUrl: "https://fleetdm.com/handbook/ceo#connect-with-active-community-members"
dri: "SFriendLee"