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Handbook: Rituals - Investor and Advisor updates (#5758)
added to rituals section investor and advisor update information added to the ritual chart
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@ -437,6 +437,10 @@ We like to celebrate our achievements weekly in `#general`.
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- Every Thursday night, Charlie creates a thread in #help-manage requesting weekly updates, and managers will reply to the thread with their weekly updates.
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- Every Thursday night, Charlie creates a thread in #help-manage requesting weekly updates, and managers will reply to the thread with their weekly updates.
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- Friday afternoons, Charlie updates the KPIs in the weekly updates spreadsheet, and Friday nights, Charlie will post the updates in #general.
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- Friday afternoons, Charlie updates the KPIs in the weekly updates spreadsheet, and Friday nights, Charlie will post the updates in #general.
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### Investor and Advisor updates
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We like to regularly share updates about how Fleet is growing with our investors and advisors.
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- Charlie tracks the most recent updates with investors and advisors and coordinates emails, zoom calls, or the investor or advisor's prefered method of communication with @mikermcneil and preps materials as needed.
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## Rituals
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## Rituals
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@ -455,6 +459,7 @@ The following table lists the People group's rituals, frequency, and Directly Re
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| OKR planning | Quarterly | Plan the next quarter's OKRs. | Mike Thomas |
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| OKR planning | Quarterly | Plan the next quarter's OKRs. | Mike Thomas |
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| 550C update | Annually | File California 550C. | Charlie Chance |
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| 550C update | Annually | File California 550C. | Charlie Chance |
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| Workiversaries | Weekly/PRN | People Operations posts in #g-people and tags @mikermcneil about any upcoming workiversaries | Charlie Chance |
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| Workiversaries | Weekly/PRN | People Operations posts in #g-people and tags @mikermcneil about any upcoming workiversaries | Charlie Chance |
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| Investor and Advisor updates | PRN | People Operations tracks last contact with investors and coordinates outreach with CEO | Charlie Chance |
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## Slack channels
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## Slack channels
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