fleet/handbook/ceo/ceo.rituals.yml
Savannah Friend 8280b73a61
Added a new EA ritual (#33188)
re this TODO in the #help-being-ceo channel:
https://fleetdm.slack.com/archives/C03U703J0G5/p1757182376282469

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-09-26 17:59:20 -05:00

84 lines
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YAML
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-
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: "Make sure Mike's direct reports 1:1's are cleaned out"
startedOn: "2025-09-16"
frequency: "Weekly"
description: "Check all of the CEO's direct reports' 1:1 docs 12hrs after their 1:1 and make sure theyre cleaned out. If they are not cleaned out, the EA will then clean it out and DM the direct report that the history was checked and saw it wasnt cleaned out, and that they cleaned it out for them."
moreInfoUrl:
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"