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Update leadership.md/#schedule-ceo-interview (#21380)

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- Moved "Compile feedback" step to before "Request CEO interview" 
- Fixed typos
FYI @ireedy

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
This commit is contained in:
Savannah Friend
2024-08-20 15:13:25 -05:00
committed by GitHub
co-authored by Sam Pfluger
parent 09adc0491a
commit d0a62ac28b
2 changed files with 34 additions and 14 deletions
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handbook/company/leadership.md
+22 -6
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@@ -244,7 +244,7 @@ A completed open position entry should look something like this:
- _**Why bother with approvals?** We avoid cancelling or significantly changing a role after opening it. It hurts candidates too much. Instead, get the position approved first, before you start recruiting and interviewing. This gives you a sounding board and avoids misunderstandings._
### Approving a new position
When review is requested on a proposal to open a new position, the 🐈‍⬛ CEO will complete the following steps when reviewing the pull request:
When review is requested on a proposal to open a new position, the Apprentice to the CEO will complete the following steps when reviewing the pull request:
1. **Consider role and reporting structure:** Confirm the new row in "Fleeties" has a manager, job title, and department, that it doesn't have any corrupted spreadsheet formulas or formatting, and that the start date is set to the first Monday of the next month.
2. **Read job description:** Confirm the job description consists only of changes to "Responsibilities" and "Experience," with an appropriate filename, and that the content looks accurate, is grammatically correct, and is otherwise ready to post in a public job description on fleetdm.com.
@@ -310,17 +310,33 @@ Here are the steps hiring managers follow to get an offer out to a candidate:
1. **Call references:** Before proceeding, make sure you have 2-5+ references. Ask the candidate for at least 2-5+ references and contact each reference in parallel using the instructions in [Fleet's reference check template](https://docs.google.com/document/d/1LMOUkLJlAohuFykdgxTPL0RjAQxWkypzEYP_AT-bUAw/edit?usp=sharing). Be respectful and keep these calls very short.
2. **Add to team database:** Update the [Fleeties](https://docs.google.com/spreadsheets/d/1OSLn-ZCbGSjPusHPiR5dwQhheH1K8-xqyZdsOe9y7qc/edit#gid=0) doc to accurately reflect the candidate's:
- Start date
> _**Tip:** No need to check with the candidate if you haven't already. Just guess. First Mondays tend to make good start dates. When hiring an international employee, Pilot.co recommends starting the hiring process a month before the new employee's start date._
- First and last name
- Preferred pronoun _("them", "her", or "him")_
- LinkedIn URL _(If the fleetie does not have a LinkedIn account, enter `N/A`)_
- Location of candidate
3. **Schedule CEO interview:** [Book a quick chat](https://fleetdm.com/handbook/digital-experience#contact-us) so our CEO can get to know the future Fleetie. (Please take care of all of the previous steps first.)
4. **Confirm intent to offer:** Compile feedback about the candidate into a single document and share that document (the "interview packet") with the Head of Business Operations via Google Drive. _This will be interpreted as a signal that you are ready for them to make an offer to this candidate._
- _Compile feedback into a single doc:_ Include feedback from interviews, reference checks, and challenge submissions. Include any other notes you can think of offhand, and embed links to any supporting documents that were impactful in your final decision-making, such as portfolios or challenge submissions.
3. **Compile feedback into a single doc:** In the "interview packet", include feedback from interviews, reference checks, and challenge submissions. Include any other notes you can think of offhand, and embed links to any supporting documents that were impactful in your final decision-making, such as portfolios or challenge submissions.
- Name the doc with a short, formulaic name that's easy to understand in an instant from just an email subject line (e.g. "_Why hire Jane Doe ("Train Conductor") - 2023-03-21_").
- _Share_ this single document with the CEO.
4. **Request a CEO interview:** Copy the template below, paste it in the hiring Slack channel for the position, and complete all "TODOs" before sending.
```
*CEO interview request:*
Hi @Savannah Friend, the following candidate is ready for a CEO interview. cc: @Sam Pfluger
- Name: TODO
- Position: TODO
- LinkedIn: TODO
- Email: TODO
- Single doc URL: TODO
```
5. **Confirm intent to offer:** Share the single document (the "interview packet") with the Head of Business Operations via Google Drive.
- _Share_ this single document with the Head of Business Operations via email.
- Share only _one, single Google Doc, please_; with a short, formulaic name that's easy to understand in an instant from just an email subject line (e.g. "_Why hire Jane Doe ("Train Conductor") - 2023-03-21_").
- When the Head of Business Operations receives this doc shared doc in their email with the compiled feedback about the candidate, they will understand that to mean that it is time for Fleet to make an offer to the candidate.
- When the Head of Business Operations receives this shared doc in their email with the compiled feedback about the candidate, they will understand that to mean that it is time for Fleet to make an offer to the candidate.
### Making an offer
After receiving the interview packet, the Head of Business Operations uses the following steps to make an offer:
handbook/digital-experience/README.md
+12 -8
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@@ -282,17 +282,21 @@ Follow these steps to archive any document:
### Schedule CEO interview
Use the following steps to schedule an interview between a candidate and the CEO:
1. Reach out to the candidate via email to find a time when the CEO and the canidate are both available.
> This entire process takes an hour for the CEO. A 30 minute interview followed by a 30 minute "¶¶ Postgame". Be sure to offer times that accommodate for this.
3. [Make a copy of the "¶¶ CEO interview template"](https://docs.google.com/document/d/1yARlH6iZY-cP9cQbmL3z6TbMy-Ii7lO64RbuolpWQzI/copy) (private Google doc).
4. Move the document to the "[🕵️ ¶±¶ Reference checks & hiring data](https://drive.google.com/drive/folders/1VgKT6_VrQ9zYMnDOwJGE1mT1WrrMFqJw?usp=drive_link)" folder in Google Drive.
5. Change file name and heading of doc to `¶¶ CANDIDATE_NAME (CANDIDATE_TITLE) <> Mike McNeil, CEO final interview (YYYY-MM-DD)`.
1. Once you receive a [CEO interview request](https://fleetdm.com/handbook/company/leadership#hiring-a-new-team-member), apply the "eyes" (👀) emoji to the Slack post to acknowledge you've seen the request.
2. Reach out to the candidate via email to find a time when the CEO and candidate are both available.
> This entire process takes an hour for the CEO: a 30-minute interview followed by a 30-minute "¶¶ Postgame" Be sure to offer times that accommodate this.
3. [Make a copy of the "¶¶ CEO interview template"](https://docs.google.com/document/d/1yARlH6iZY-cP9cQbmL3z6TbMy-Ii7lO64RbuolpWQzI/copy) (private Google doc) and move it to the "[🕵️ ¶±¶ Reference checks & hiring data](https://drive.google.com/drive/folders/1VgKT6_VrQ9zYMnDOwJGE1mT1WrrMFqJw?usp=drive_link)" folder in Google Drive.
4. Prep the CEO interview doc:
- Change file name and heading of doc to `¶¶ CANDIDATE_NAME (CANDIDATE_TITLE) <> Mike McNeil, CEO final interview (YYYY-MM-DD)`.
- Add candidate's personal email in the "👥" (attendees) section at the top of the doc.
- Add candidate's [LinkedIn url](https://www.linkedin.com/search/results/all/?keywords=people) on the first bullet for Mike.
6. Create a Google Calendar event at a time when the CEO and the canidate are both available.
- Share the CEO interview doc with the hiring manager as a "Commenter".
5. Link the CEO interview doc at the top of the "feedback" doc shared in the CEO interview request
6. Create a Google Calendar event at a time when the CEO and the candidate are both available.
- Create a Google Calendar event matching the title of the interview doc.
- Add the interveiw doc to the calendar event desription as the agenda (i.e. `Agenda: INTERVIEW_DOC_FULL_URL`) and save the calendar event.
7. Schedule a 30 minute "¶¶ Postgame" working session for the CEO to evaluate the candidate and give his recommendation.
- Add the interview doc to the calendar event description as the agenda (i.e. `Agenda: INTERVIEW_DOC_FULL_URL`) and save the calendar event.
7. Schedule a 30-minute "¶¶ Postgame" working session for the CEO to evaluate the candidate and give his recommendation.
8. In the hiring channel for the position, apply the "green-check-mark" (✅) emoji to the CEO interview request to confirm the request has been processed.
### Program the CEO to do something