mirror of
https://github.com/fleetdm/fleet
synced 2026-05-23 00:49:03 +00:00
f2df737a0b
<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>
153 lines
6.5 KiB
YAML
153 lines
6.5 KiB
YAML
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task: "Communicate the status of customer financial actions"
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startedOn: "2024-02-12"
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frequency: "Weekly"
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description: "At the start of every week, check the Salesforce reports for past due invoices, non-invoiced opportunities, and past due renewals. Report findings to in the `#g-sales` channel."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#communicate-the-status-of-customer-financial-actions"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "AP invoice monitoring"
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startedOn: "2024-04-01"
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frequency: "Weekly"
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description: "Look for new accounts payable invoices and make sure that Fleet's suppliers are paid."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#process-a-new-vendor-invoice"
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dri: "rfoo2015"
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task: "Complete Finance KPI inputs"
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startedOn: "2024-02-16"
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frequency: "Weekly"
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description: "Create the weekly team KPI issue, complete the finance update."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#update-weekly-kpis"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Vanta check"
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startedOn: "2025-06-09"
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frequency: "Weekly"
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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."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#monitor-compliance-tests"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Key review prep"
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startedOn: "2024-02-14"
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frequency: "Triweekly"
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description: "Prepare for this sprint's Key review meeting."
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moreInfoUrl: "https://fleetdm.com/handbook/company/leadership#key-reviews"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Prioritize for next sprint" # Title that will actually show in rituals table
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startedOn: "2023-08-09" # Needs to align with frequency e.g. if frequency is every thrid Thursday startedOn === any third thursday
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frequency: "Triweekly" # must be supported by https://github.com/fleetdm/fleet/blob/dbbb501358e226fa3fdf48865175efe3334c826c/website/scripts/build-static-content.js
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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
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moreInfoUrl: "https://fleetdm.com/handbook/company/why-this-way#why-make-work-visible" #URL used to highlight "description:" test in table
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dri: "rfoo2015" # DRI for ritual (assignee if autoIssue) (TODO display GitHub proflie pic instead of name or title)
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autoIssue: # Enables automation of GitHub issues
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labels: [ ":help-finance" ] # label to be applied to issue
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repo: "confidential" # The GitHub repo that issues will be created in
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task: "Run US commission payroll"
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startedOn: "2024-01-31"
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frequency: "Monthly"
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description: "Verify closed-won deal amounts, use commission calculators to determine commissions owed, and process payroll."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#run-us-commission-payroll"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-people" ]
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repo: "confidential"
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task: "Run bonus payroll"
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startedOn: "2024-01-31"
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frequency: "Quarterly"
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description: "Verify completion of any objective or outcome based bonus plans, and process payroll."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#run-us-commission-payroll" # TODO update linked process and add a new process that captures MBO payment
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dri: "rfoo2015"
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task: "Monthly accounting"
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startedOn: "2024-02-28"
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frequency: "Monthly"
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description: "Create the monthly close GitHub issue and walk through the steps. This process includes fulfilling the monthly reporting requirement for SVB."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#process-monthly-accounting"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Monthly mail review" # TODO tie this to a responsibility
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startedOn: "2024-04-15"
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frequency: "Monthly"
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description: "Review and clear mail incurring storage fees"
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moreInfoUrl: null
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Review state filings for the previous quarter"
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startedOn: "2024-07-19"
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frequency: "Quarterly"
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description: "Verify that state filings have been successfully submitted for the previous quarter"
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moreInfoUrl: "https://fleetdm.com/handbook/finance#review-state-employment-tax-filings-for-the-previous-quarter"
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dri: "rfoo2015"
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task: "Investor reporting"
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startedOn: "2024-03-31"
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frequency: "Quarterly"
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description: "Provide updated metrics for CRV in Chronograph."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#report-quarterly-numbers-in-chronograph"
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dri: "rfoo2015"
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task: "Quartlery finance check"
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startedOn: "2024-03-31"
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frequency: "Quarterly"
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description: "Every quarter, we check Quickbooks Online (QBO) for discrepancies and follow up with accounting providers for any quirks found."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#check-finances-for-quirks"
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dri: "rfoo2015"
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task: "Quarterly grants"
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startedOn: "2024-02-01"
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frequency: "Quarterly"
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description: "Create the equity grants GitHub issue and walk through the steps."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#grant-equity"
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dri: "rfoo2015"
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task: "Deliver annual report for venture line"
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startedOn: "2024-12-01"
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frequency: "Annually"
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description: "Within 60 days of the new year, provide financial statements to SVB, along with board-approved projections for the new year"
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moreInfoUrl: "https://fleetdm.com/handbook/finance#deliver-annual-report-for-venture-line"
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Tax preparation" # TODO tie this to a responsibility
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startedOn: "2024-02-01"
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frequency: "Annually"
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description: "Provide information to tax team with Deloitte and assist with filing and paying state and federal returns"
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moreInfoUrl:
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dri: "rfoo2015"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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task: "Check GitHub/GitLab terms"
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startedOn: "2023-10-24"
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frequency: "Annually"
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description: "Check GitHub's terms to make sure the “inbound=outbound” clause is unchanged."
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moreInfoUrl: "https://fleetdm.com/handbook/finance#check-github-terms"
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dri: "hollidayn"
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autoIssue:
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labels: [ ":help-finance" ]
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repo: "confidential"
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