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CoS Slack Threads

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Ali Rohde
My friends Cassie and Shre are building Tripsha to help companies and communities to organize offsites and retreats. They're currently leading a Crypto Summer Camp in Puerto Rico. Also recently mentioned in the NYT

Blurb below in case you / your company might be interested!

Tripsha makes it easy for companies and communities to organize manage company/team offsites and retreats. Tripsha makes it easier to make your offsite concept come to life and less time-consuming thanks to our purpose-built platform and a team of travel experts who can provide guidance and help to ensure your trip comes off without a hitch! 

1-pager here and message Shre, the co-founder with any q's (shre@tripsha.com).
Ali Rohde
My friends Cassie and Shre are building Tripsha to help companies and communities to organize offsites and retreats. They're currently leading a Crypto Summer Camp in Puerto Rico. Also recently mentioned in the NYT

Blurb below in case you / your company might be interested!

Tripsha makes it easy for companies and communities to organize manage company/team offsites and retreats. Tripsha makes it easier to make your offsite concept come to life and less time-consuming thanks to our purpose-built platform and a team of travel experts who can provide guidance and help to ensure your trip comes off without a hitch! 

1-pager here and message Shre, the co-founder with any q's (shre@tripsha.com).
David Nebinski

Great thread by Wes Kao on how succeeding as a generalist, detailing 11 disciplines to become a sharper operator 🔪

The 11 disciplines are here 👉

David Nebinski

Great thread by Wes Kao on how succeeding as a generalist, detailing 11 disciplines to become a sharper operator 🔪

The 11 disciplines are here 👉

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">1. copywriting<br>2. fiction writing<br>3. sales<br>4. negotiation<br>5. psychology<br>6. business analysis<br>7. marketing<br>8. product<br>9. people management<br>10. design<br>11. production<br>Which one do you want to learn more of and how could we support you in that?<br><br>Would love to help!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"><a href="https://threadreaderapp.com/thread/1487471914306220032.html">https://threadreaderapp.com/thread/1487471914306220032.html</a></div> </div>
David Nebinski

GREAT new piece by @ckeil titled: "How to find and crush a job as a startup Chief of Staff" 🙌

On doing the role well:‍

  • While being a Chief of Staff will get you access into the Executive “room where it happens” and you’ll likely get some cool stretch opportunities, you can’t go into the role expecting sexy, high-level responsibility to be the norm.
  • To be a great Chief of Staff, you’ll have to operate at all levels of the organization: holding your own in executive conversations and efficiently cranking through a massive quantity of menial tasks.
    What other takeaways from the post did you have? What else would you add? Let us know 👉
David Nebinski

GREAT new piece by @ckeil titled: "How to find and crush a job as a startup Chief of Staff" 🙌

On doing the role well:‍

  • While being a Chief of Staff will get you access into the Executive “room where it happens” and you’ll likely get some cool stretch opportunities, you can’t go into the role expecting sexy, high-level responsibility to be the norm.
  • To be a great Chief of Staff, you’ll have to operate at all levels of the organization: holding your own in executive conversations and efficiently cranking through a massive quantity of menial tasks.
    What other takeaways from the post did you have? What else would you add? Let us know 👉
David Nebinski

How to onboard yourself in 30 days

A really great onboarding overview by Regina Gerbeuax, who is CoS to Matt Mochary (who spoke at the CoS Summit).

"If I had to break it down into several steps, I'd say criteria for success looks something like this:

  • Days 1-30: Become an extension of the way your CEO thinks
  • Days 31-60: Become an extension of the way your CEO behaves
  • Days 61-90: Become an extension of the way your CEO makes decisions"

How to onboard yourself in 5 steps:

  1. Ask any and all questions.
  2. Watch how they write.
  3. See if you can start predicting the way they'll respond to questions, comments, and concerns.
  4. Document processes as you learn them.
  5. Understand what fear, anger, or sadness look like in your CEO.
David Nebinski

How to onboard yourself in 30 days

A really great onboarding overview by Regina Gerbeuax, who is CoS to Matt Mochary (who spoke at the CoS Summit).

"If I had to break it down into several steps, I'd say criteria for success looks something like this:

  • Days 1-30: Become an extension of the way your CEO thinks
  • Days 31-60: Become an extension of the way your CEO behaves
  • Days 61-90: Become an extension of the way your CEO makes decisions"

How to onboard yourself in 5 steps:

  1. Ask any and all questions.
  2. Watch how they write.
  3. See if you can start predicting the way they'll respond to questions, comments, and concerns.
  4. Document processes as you learn them.
  5. Understand what fear, anger, or sadness look like in your CEO.
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@karenchen16, you may be interested in this overview on the different stages of getting up to speed as a new CoS</div> </div>
Brenna Miller
Hi! I recently had a conversation with our COO where she explained to me that when she was a CoS for her CPO (Product) she had very little face time with her Principal, that they rarely spoke to each other, she did her work by fulfilling tasks brought to her by his team, that there were no direct meetings with the Principal and that CoS is an extremely subservient role and to expect a similar experience for me as CoS to our CEO. This is the first I’ve heard of a CoS described in this way and I’m wondering if this is typical? Thank you for any input you can provide.
Brenna Miller
Hi! I recently had a conversation with our COO where she explained to me that when she was a CoS for her CPO (Product) she had very little face time with her Principal, that they rarely spoke to each other, she did her work by fulfilling tasks brought to her by his team, that there were no direct meetings with the Principal and that CoS is an extremely subservient role and to expect a similar experience for me as CoS to our CEO. This is the first I’ve heard of a CoS described in this way and I’m wondering if this is typical? Thank you for any input you can provide.
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3e0eb02d15e2ff65faa23115fe1d809e/6d472622/Nicola___FM_949.jpg" loading="lazy" alt="Nicola Nye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nicola-nye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nicola Nye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">That seems like <em>one</em> way to run the role, but not the most effective way. To make the most out of a good CoS you want them aligned with the Principal&#x27;s goals and know what their pain points are that you can alleviate, and to have a good rapport and trust, so the Principal can rely on the CoS to speak with their goals.<br>(So yes, I think what you&#x27;ve described is utterly bonkers and is hopefully not typical, for anyone, in any job, whether CoS to principal or staff to manager)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/81bc48bb14cc93f32676dff422d899f4/7b06ab5c/1627695767482.jpeg" loading="lazy" alt="Brenna Miller" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/brenna-miller" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Brenna Miller</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you Nicola, very helpful to have your insight! </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I would ditto, I think that sounds like a very odd and not productive way to be a COS. Perhaps there is a better title for THAT role. My role as COS is a bit hybrid - some tactical, task oriented, some “staffing” my principal, some alignment and some strategy. It is ever evolving. We have grown to not need daily check ins, but I am in many meetings with him to ensure alignment and keep me on the same page, so I can realign folks if questions arise. Sounds like this person might be jealous or something…brush it off and keep your head high!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/5ca804414221e4047a41b6bd1aee3af6/0e03a6ee/AfhfJP5Y8PL8OgXR1tTJXHp1_xvkmZdjJyblRS65g1BsGF_gBnnA3HYm6MZiIhvR1zTjkO62m8LlctN7mYxb9zx6AQJhc8eXxtJhDbT-vEMxy3rTV4OFb5uBPIPCo6qaXNhoCBE5ArIZDFNa-cM5mQXMEZqzp8-uMIW-NsybtnY" loading="lazy" alt="Zaharo Tsekouras" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/zaharo-tsekouras" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Zaharo Tsekouras</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">No, this is not typical. This sounds like an EA role.<br><br>For better or worse - and due to the ambiguity of the CoS role - your Principal plays a big part in defining you authority and scope, as well as communicating this with the executive team and broader org. Ultimately, this impacts your performance and ability to be that force multiplier for your Principal, which is what a Chief of Staff really is.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/5ca804414221e4047a41b6bd1aee3af6/0e03a6ee/AfhfJP5Y8PL8OgXR1tTJXHp1_xvkmZdjJyblRS65g1BsGF_gBnnA3HYm6MZiIhvR1zTjkO62m8LlctN7mYxb9zx6AQJhc8eXxtJhDbT-vEMxy3rTV4OFb5uBPIPCo6qaXNhoCBE5ArIZDFNa-cM5mQXMEZqzp8-uMIW-NsybtnY" loading="lazy" alt="Zaharo Tsekouras" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/zaharo-tsekouras" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Zaharo Tsekouras</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">It sounds like you&#x27;re facing an uphill battle to redefine the role from within. I recommend tackling this head on with your Principal to make sure that you&#x27;re clear on the expectations of the role. If it&#x27;s not what you want and not worth it to try to change, then check out #hiring 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fe1f361dc68318d501bfd939f6cd9c5c/c870c4c5/ag398zXu-verLmKtZk5s52zfao4cdwVFKgQfdW5n90brPZs-ODJsQDFgFCt0BelDXqTtbnJFLYLdEIQQzjVraXtidZkRCDdaivrjt0RkEXGLxNUpedRBoPf3Rg1ply5I8Lpub-1loi04hN7Eeu2D7rq9JA9xl89UBUcf1Bbkzbw" loading="lazy" alt="Laurie Benezra Arron" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/laurie-benezra-arron" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Laurie Benezra Arron</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Very rare. Have never heard of the COS role run this way, ever. Would think that lack of active collab would not allow for the fullest expression of leadership as a chief.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/89710ca70abbeeddc97325e729d570d6/c15c76cd/-BidqMC-2xpj8phEN1weouYw7O8KHg-F9cz6tmcAQeJrIzq8CSjCue10SSQWEkEM-BDdmatM8Uqk9yIn5rtCtQQ6s9ZJZQU-69H9NdQy5Dh4Lct2Dr1fWEAy_kxMh8RQTdPiOEDaQFlUHi3x22WqEWCFO6JFhoaZ7sqgmYycV18" loading="lazy" alt="Alvin Lee" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/alvin-lee" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Alvin Lee</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Sounds like an EA... That&#x27;s like level 1 out of a scale of 5 with an inflated title... Also perhaps the work at product level don&#x27;t even need a high-level cos - it is too tactical i guess.</div> </div>
David Nebinski
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David Nebinski
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">this content is 🎯💯💥. working my way through the ones I missed first time around, even topics I didnt think applied to me, are helpful!! thanks again David and Scott for pulling it all together!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">LOVE hearing this, Denise! Thank you so much!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">FYI - I hope you all saw the recent email about accessing the videos now. The tentative plan is still to create summaries with the videos like above 👆<br><br>Thanks for your patience 🙏</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"><a href="https://cossummit.chiefofstaff.network/">https://cossummit.chiefofstaff.network/</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"><em>COSNETWORKSUMMIT2021</em></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">3 more summaries with the videos are available in the Knowledge Hub! 🎉<br><br>1. <a href="https://network.us18.list-manage.com/track/click?u=6ad768a68ae1f891d8cb55e24id=b3d93b19cee=5b9f058b7e">Advocating for yourself</a><br>2. <a href="https://network.us18.list-manage.com/track/click?u=6ad768a68ae1f891d8cb55e24id=85463f36cfe=5b9f058b7e">Avoiding burnout and leading up</a><br>3. <a href="https://www.chiefofstaff.network/content/building-and-broadcasting-your-professional-brand">Building and Broadcasting Your Professional Brand</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Two more summaries and videos: 🎉<br>1. <a href="https://www.chiefofstaff.network/content/defining-your-career-path-making-a-transition-beyond-the-role">Defining Your Career Path</a><br>2. <a href="https://www.chiefofstaff.network/content/unpacking-the-future-of-the-cos-role">Unpacking The Future of the CoS Role</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi @csmirn the Chief of Staff Summit videos and notes ca be found above ⬆️ and using this link. hope this helps!<br><br><a href="https://www.chiefofstaff.network/s?format=event">https://www.chiefofstaff.network/s?format=event</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a714e0baa4cdfa96bc8c33fad2dbb949/f63ab925/Casey_headshot.png" loading="lazy" alt="Casey Smirniotopoulos" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/casey-smirniotopoulos" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Casey Smirniotopoulos</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks @david.nebinski!! Excited to dive in.</div> </div>
David Nebinski

The 6 Steps To Being A Successful Chief Of Staff by Avery Blank in Forbes
1.     Know the substance and how to operate.
2.     Triage information to react and, at the same time, be proactive.
3.     Establish a system that keeps you organized and enables communication with key players.
4.     Develop a rapport with colleagues so you know who to go to and get things done.
5.     Make decisions, and know when to escalate issues to your manager.
6.     Seek feedback.

What would be #7 to you? Let us know! 👉

David Nebinski

The 6 Steps To Being A Successful Chief Of Staff by Avery Blank in Forbes
1.     Know the substance and how to operate.
2.     Triage information to react and, at the same time, be proactive.
3.     Establish a system that keeps you organized and enables communication with key players.
4.     Develop a rapport with colleagues so you know who to go to and get things done.
5.     Make decisions, and know when to escalate issues to your manager.
6.     Seek feedback.

What would be #7 to you? Let us know! 👉

Eva Mohrmann
Hi all,
Curious to hear who has an EA within their company and what the scope of his/her role is vs. CoS? E.g. is the EA role more secretary related or does he/she also take over some of the responsbilities of the Cos?
Eva Mohrmann
Hi all,
Curious to hear who has an EA within their company and what the scope of his/her role is vs. CoS? E.g. is the EA role more secretary related or does he/she also take over some of the responsbilities of the Cos?
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I have seen it multiple ways - there is no one size fits all for COS and EA. Personally, I am a hybrid EA / COS - I have tasks and projects that fit in both camps - we are an early stage company, so are agile and nimble with resources. There are days I wish I had an EA, and days I am grateful I play both roles. Over time I am sure I will move out of EA duties…in my last company, the COS role and the EA roles were wholly separate - next to no overlap. (Same industry). I am in biotech. Another industry could function very differently. Hope this helps.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/cb9773c09be76dbd07c8d69d653b1123/8bacf497/gg8AJUM5ErlwuUfZvPgo2T1-LWK6kKRkmvY_CxERjQGYEq4LELp4MFojT-L06DbcEkPakiB4KN9df-qkG9EPFYKeiWoC6CUmBiqz7sSAwZt8a7cS0ZqpiueV7GmjvVoZqWYJDw46uT4OVv0PwCpXlcsb8-gFlDb3zBg0A-NQQlY" loading="lazy" alt="Brittany Sheehy" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/brittany-sheehy" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Brittany Sheehy</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">The EA and myself have no overlap. I oversee the EA directly and we meet weekly to strategize calendaring and events. She manages the calendar, office management/supplies/etc, and scheduling of travel, events, meetings.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/5d2b5b2f1c63b562b70dacd2b76aaedd/709143d7/QvyWg2ny8yvokz85f5PcZWb1mWskFotDSNtJQExtIyPLogliyYUVz-ZIDdc2sfujgYVh3JOPUVxn3g-Sb-PSTKanGDTjG--pc6MQr6tcWQWzB2VuE_3NSh2KpurJTp9EQtt7j5u1jp2N3AAYOKjKq411ThRFj9YVlLCnULGRdQE" loading="lazy" alt="Maxwell Hourigan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/max-hourigan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Maxwell Hourigan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey there Evaluna- at my company (~1,500 employees) we have a 14 person executive leadership team (5 C-Level, 9 SVPs). There are two EA&#x27;s that manage the day to day calendars and travel arrangements of the leadership team-- primarily for the C-Level execs, but also for the SVPs as required. They report into me, and I ensure that they have the right contextual understanding of strategic priorities and meeting purposes so they can schedule effectively. There is not much overlap in our duties, other than I do a weekly assessment of my President&#x27;s calendar to ensure he is specially attacking the priorities he wants to attack for the week, month, quarter, etc.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d2439507e027afc92afbe3967fb345df/e8978ef4/Screen_Shot_2018_12_21_at_1.32.40_PM.png" loading="lazy" alt="Emily Smith" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/emily-smith" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Emily Smith</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">At Lattice we have three EAs that support 8 of our executives. They handle anything from admin work (Calendaring, Inbox Management, etc) to project work from their execs. I am the only CoS at Lattice and I work very closely with the EA that also supports our CEO. She supports him on the admin side but supports both of us on project work. For example, she and I both own the company all hands - I own determining the content, but she handles creating the deck and all of the emails to hosts, speakers, etc.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/46681e39ea6b555739eaf930b656df6b/35c49789/17799419_10155977182872678_4889262746967937696_n.jpg" loading="lazy" alt="Eva Mohrmann" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/eva-mohrmann" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Eva Mohrmann</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks all for your swift replies! Very helpful this 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">cc @oliviamgulsvig - thought you might be interested this conversation as well 🙏</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">cc @allisonpalombo 👀</div> </div>
Max Bray
Has anyone done any recent thinking / have any great resources on setting up effective (management) reporting into the CEO?

We’re growing like crazy and finding CEO isn’t getting enough information from certain areas of the business – so trying to create a framework for managers + c-suite to report key metrics and insights upwards
Max Bray
Has anyone done any recent thinking / have any great resources on setting up effective (management) reporting into the CEO?

We’re growing like crazy and finding CEO isn’t getting enough information from certain areas of the business – so trying to create a framework for managers + c-suite to report key metrics and insights upwards
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/984e1df54b36fb8a37c338ebaeadb85a/79d0c9c7/9AU2HOCGDBkTmjpv41X2G5ZfFgHVPPO9jAi2woFys_NF1L9hdiLHM7kRqOcD0jxlFP7y8h8dAH4WmEWM4a3rjZ--2GedDgPHopmWpl7rXrmSdxQ6rmpZz3JyYP6jKC0vqC6KhUuQasooIG49s8cUQsc4HZDAno4f99r5pr5QUh0" loading="lazy" alt="Juliet Kaplan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/juliet-kaplan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Juliet Kaplan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">i&#x27;ve used the EOS scorecard in the past to great effect. <a href="https://crewsconsultinggroup.com/how-to-build-a-great-eos-scorecard/">here</a> is a short article with examples on building a scorecard using their methodology!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/984e1df54b36fb8a37c338ebaeadb85a/79d0c9c7/9AU2HOCGDBkTmjpv41X2G5ZfFgHVPPO9jAi2woFys_NF1L9hdiLHM7kRqOcD0jxlFP7y8h8dAH4WmEWM4a3rjZ--2GedDgPHopmWpl7rXrmSdxQ6rmpZz3JyYP6jKC0vqC6KhUuQasooIG49s8cUQsc4HZDAno4f99r5pr5QUh0" loading="lazy" alt="Juliet Kaplan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/juliet-kaplan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Juliet Kaplan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">with my old CEO, i used to paint a picture for him that he was on a beach, far away, with a margarita in hand. what are the 3-5 datapoints he&#x27;d need to know in order to know how the business was doing?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/383e7138f287864e7dd04ccbeb0a9a4b/fa313c0c/mb.jpeg" loading="lazy" alt="Max Bray" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/max-bray" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Max Bray</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I would like to be on a beach, far away, with a margarita in hand</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/383e7138f287864e7dd04ccbeb0a9a4b/fa313c0c/mb.jpeg" loading="lazy" alt="Max Bray" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/max-bray" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Max Bray</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">(super helpful, thank you!)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/9bbdc8d80877f0cbf19b1caecae4454f/943c143c/2KkgXJ9kXS7kQFubc7vpFC4VK6y7Bd-S7RDXV-6TA2TBurhggX3PoXst-izpQS4bXfYjCRu4WlJ5SzVBHwulNb4haqzC_lj75PAZ4Ce6b4HlcnJn7siLWcBnz3fCghvsPfhHoWLxMndqYB82I54Y70e4N9Vk2sAb42AeyVZGs34" loading="lazy" alt="Megan Wendholt" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/megan-wendholt" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Megan Wendholt</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">ditto @julie.kaplan - this has proven successful for Deksia</div> </div>
Denise Schultz
Question! My key focus for 2022 is building relationships with our leadership team (broadly defined, about 30 people), and I am looking for some structure or framework to guide those discussions until they become more regular and at ease. I am an introvert by nature, but can push myself (I was an elected official for many years!). I am in a new-to-me industry, so I tend to be shy in the unknown territory. My biggest objective for these meetings is to expand my principal’s reach, and equally importantly, ensure goal alignment and progression across the org. I dont want the conversations to start out transactional and focused just on the goals specific to their areas. Any suggestions or frameworks for these 1:1s would be greatly appreciated. The cadence will vary across the team - some weekly, some bi-weekly, some monthly, some bi-monthly, some quarterly. Dependent on role/influence to corporate objectives. Thanks for listening/reading/suggesting!
Denise Schultz
Question! My key focus for 2022 is building relationships with our leadership team (broadly defined, about 30 people), and I am looking for some structure or framework to guide those discussions until they become more regular and at ease. I am an introvert by nature, but can push myself (I was an elected official for many years!). I am in a new-to-me industry, so I tend to be shy in the unknown territory. My biggest objective for these meetings is to expand my principal’s reach, and equally importantly, ensure goal alignment and progression across the org. I dont want the conversations to start out transactional and focused just on the goals specific to their areas. Any suggestions or frameworks for these 1:1s would be greatly appreciated. The cadence will vary across the team - some weekly, some bi-weekly, some monthly, some bi-monthly, some quarterly. Dependent on role/influence to corporate objectives. Thanks for listening/reading/suggesting!
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/984e1df54b36fb8a37c338ebaeadb85a/79d0c9c7/9AU2HOCGDBkTmjpv41X2G5ZfFgHVPPO9jAi2woFys_NF1L9hdiLHM7kRqOcD0jxlFP7y8h8dAH4WmEWM4a3rjZ--2GedDgPHopmWpl7rXrmSdxQ6rmpZz3JyYP6jKC0vqC6KhUuQasooIG49s8cUQsc4HZDAno4f99r5pr5QUh0" loading="lazy" alt="Juliet Kaplan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/juliet-kaplan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Juliet Kaplan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">in the beginning i structured my meetings with the leadership team like this:<br>5 min: non-work talk<br>15 min: <strong>learn</strong> (ask them about their team, their biggest challenges, what&#x27;s going well/not well)<br>5 min: <strong>support</strong> (how can you help them? what areas do they need more support from the CEO; do they have what they need?)<br>5 min: <strong>buffer</strong> in case things go over : )</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7325df6bd9e87a617366735c109e946b/da29cc6e/TrustandWill_MonicaRoss__2_.jpg" loading="lazy" alt="Monica Ross Stevenson" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-ross-stevenson" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Ross Stevenson</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">this is basically the exact same agenda i use! id add in your initial meetings to build rapport and trust and get to know them personally. the more people trust you and the better relationships you have, the more enabling you can be</div> </div>
Maisy Bennett
A few asks for you all 😍

I’m recruiting a (1) CoS for our CTO, (2) People Culture Associate to report to me (company CoS), and wondering if anyone has any of the following to help guide me:

1. Your CoS job description that wildly attracted you to your role / one that you thought was amazing
2. People Culture job description for an associate or manager
3. Recruiting process and/or interview questions for either roles that you love
Maisy Bennett
A few asks for you all 😍

I’m recruiting a (1) CoS for our CTO, (2) People Culture Associate to report to me (company CoS), and wondering if anyone has any of the following to help guide me:

1. Your CoS job description that wildly attracted you to your role / one that you thought was amazing
2. People Culture job description for an associate or manager
3. Recruiting process and/or interview questions for either roles that you love
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We used a 30/60/90 presentation for the pops manager role. I&#x27;m happy to dig up that prompt for you, if that is useful.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/4bf95faca62d652b0300610294484698/46b84bd0/CSY08947.jpg" loading="lazy" alt="Monica Raciti" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-raciti" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Raciti</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@lindseyanneosullivan if you are open to it, I would love to see the prompt you use. We are currently hiring for a pops manager and haven’t finalized the case study. Thanks! </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">It&#x27;s pretty light weight!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/4bf95faca62d652b0300610294484698/46b84bd0/CSY08947.jpg" loading="lazy" alt="Monica Raciti" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-raciti" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Raciti</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks @lindseyanneosullivan!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/0d67348cb78febf711ad0cf15f0e4fbe/b0f35da4/yPhE5WedlnvLNv5yONPojv3RXBGK8EMhojwKUDirvzzITeLEjdgiGzXRqkEj5eCiMM44lbA0YnOmPGG6TI-RLbmrKXIVqw8VBalBB3AuCBuSRjmRVMUXCOnMZ6p0qCQPLGqyyi5BIPFNgH9aWb3vCG6TIyaS_M8EKVltIz8RPfU" loading="lazy" alt="Maisy Bennett" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/maisy-bennett" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Maisy Bennett</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you so so much @lindseyanneosullivan - these are SO helpful 😄</div> </div>
Heather Saldinger
Review Self Assessment time! I’m stuck with how to respond to “What two professional development goals do I want to accomplish in 2022?”

As a background: I’ve been with the company (tech startup 130 employees) 5 years and was promoted 1 year ago from a SR. EA to COS (no backfill no plans to backfill) I’m supporting a team of 7 ELO members so I do a LOT. I’m learning the ropes as I grow into the role (some changes include more involvement with our Board, owning agenda, decks for our weekly ELO/leadership meetings QBRs as well as being a more active participant, project management with cross functional teams for weekly sprints related to our rally cry, defining objectives, etc).

My Ask: With everything on my plate my honest response would be that I want to grow into the role where I feel more comfortable and hit my stride so that I can excel in it. How do I phrase this as a positive without committing myself to taking on more work/responsibility/training/classes/etc?
Heather Saldinger
Review Self Assessment time! I’m stuck with how to respond to “What two professional development goals do I want to accomplish in 2022?”

As a background: I’ve been with the company (tech startup 130 employees) 5 years and was promoted 1 year ago from a SR. EA to COS (no backfill no plans to backfill) I’m supporting a team of 7 ELO members so I do a LOT. I’m learning the ropes as I grow into the role (some changes include more involvement with our Board, owning agenda, decks for our weekly ELO/leadership meetings QBRs as well as being a more active participant, project management with cross functional teams for weekly sprints related to our rally cry, defining objectives, etc).

My Ask: With everything on my plate my honest response would be that I want to grow into the role where I feel more comfortable and hit my stride so that I can excel in it. How do I phrase this as a positive without committing myself to taking on more work/responsibility/training/classes/etc?
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I think that if you can effectively scope an improvement in any one of those areas listed, in a way that would benefit the ELO and/or the business, then it would be a totally worthwhile goal! Maybe calling out a specific project you&#x27;re managing and detailing KPIs for it&#x27;s effective execution. Or if you&#x27;re sharing any responsibility that you ultimately want to own, it could be as easy as a full transition to you and the steps that will need to take place in order to get to that state of full ownership.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fb52ab43ac9d70902a215e580e195074/cea67983/Headshot.jpeg" loading="lazy" alt="Heather Saldinger" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/heather-saldinger" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Heather Saldinger</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you, great idea!</div> </div>
Michael Novak
Hi All -

Does anyone have thoughts on alternative titles to Chief of Staff? My organization (Series A), is considering moving away from "Chief" titles to "Head" titles inspired by this article - https://blog.outschool.com/remixing-titles/. However, "Head of Staff" does not sound great nor is it representative of a true CoS. I'd love any thoughts or ideas anyone may have!
No items found.
Michael Novak
Hi All -

Does anyone have thoughts on alternative titles to Chief of Staff? My organization (Series A), is considering moving away from "Chief" titles to "Head" titles inspired by this article - https://blog.outschool.com/remixing-titles/. However, "Head of Staff" does not sound great nor is it representative of a true CoS. I'd love any thoughts or ideas anyone may have!
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Head of Executive Office Operations? Head Business Partner?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c9dc73591235014fea13cc27dbaa4a21/bac2f1d8/z2zwv-pdAH5JPar_ad2SnlN2jXTvYN03r_9ZKOqRdq4cpM4LQR7fON4WSWCKGu1stBsM2fPhQ2abPRRBOuAj86yYCWg6lNS_Ui1989Yc6sXJuDbOXAH-3G_Xb2edSAdyVSQfOM-iAsrPH6Ka11FQazLdtoMuvP8NdEsO9aI5lqE" loading="lazy" alt="Noah Dwora" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/noah-dwora" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Noah Dwora</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Head of Problem Solving / Lead Problem Solver</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c9dc73591235014fea13cc27dbaa4a21/bac2f1d8/z2zwv-pdAH5JPar_ad2SnlN2jXTvYN03r_9ZKOqRdq4cpM4LQR7fON4WSWCKGu1stBsM2fPhQ2abPRRBOuAj86yYCWg6lNS_Ui1989Yc6sXJuDbOXAH-3G_Xb2edSAdyVSQfOM-iAsrPH6Ka11FQazLdtoMuvP8NdEsO9aI5lqE" loading="lazy" alt="Noah Dwora" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/noah-dwora" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Noah Dwora</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">😉 kidding not kidding..</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7c93e2d6c15e622744ac40f24d29e575/7c77d2cd/0hN5ETCUomIRS72d7WcU2yMEMvne8iE7UlZfgD8g6O5fC5v9iWS7NBUMbdose-FIjxZ2K1y99W9hYuvF0Aped2P-u-XIC2eZi_yZ4dIYUZwVY5yGk1HYfxICnaaY4Ec8Oj6BurwNfLOHQzMzKuM_5XEwb9uEkmRR9IcHJSUsqNQ" loading="lazy" alt="Tamara Rezler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tamara-rezler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tamara Rezler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">If there is an aversion to the word &quot;executive&quot; (after reading the blog link you shared) - slight edit to Denise&#x27;s suggestion &quot;Head of Fiveable Operations&quot; or &quot;Head of Business Strategy, Planning Operations&quot; ?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Oh wow. I&#x27;ve been allergic to these &quot;head of&quot; titles for so long... it&#x27;s an interesting blog post!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8116453ba7b3426f2c17b63e7e662b96/eb583538/bPxJR0dOlCz9X_V7SgNBCXXBk_NhJQruQL27rSpaVWdWCnz4nTxHkdl_iyYn-42QXB9XOdKo_6k1PW2UXurKp8wuRtpd83gZExTtQWtT4p_TK3gDM6jpl2H3kXr0STxwmSOR5-DyZph8TE9NPThyIt0KRF5wARau_HNdAKVEIxM" loading="lazy" alt="David Nebinski" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/david-nebinski" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">David Nebinski</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Executive Business Partner ?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I have an additional 2 cents to add…ensure the title is not so “out there” that when you are ready for your next role you don’t have a hard time with anyone understanding what you did. When I was promoted to COS last year, we spent a month at least wrestling with “alternate” titles, and I was insistent on COS, as 8 years in an “alternate title” role previous did my no good when I finally was ready to move on. Just a perspective to consider.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ee1a0f33f7fdc1b71a371d9f50f824b4/8d6cd44e/Ja9d9wNHEWrVa6PR0WZJNlYLzIcynrg2JSMTyQLaxX_-x_8l21Rj-3FaFGn14TzkgEX4DDerYpMWQVp4QBfb09YUv_T3k0wu29YWRmzg7M7iaCBBXiNXpaZ2lePGVZWHZsbS_Cosrjq3Hszaay3JqG-NXC44yK-dlh-l2KQRBxk" loading="lazy" alt="Michael Novak" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/michael-novak" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Michael Novak</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Woah, thank you everyone for the advice! @tamara I appreciate the thoughts on the two but unfortunately our COO is moving to become Head of Operations. I do like the idea of Head of Business Strategy and Planning though!<br><br>@dschultz that is a really great point on making sure that it translates for when I am ready to move on for my next role. This is causing me to lean towards &quot;Head of Staff&quot;. While I don&#x27;t love it, it is the closest to Chief of Staff and would allow me to explain that our organization dropped &quot;Chief&quot; from all job titles. What do you think about that? The other option I am leading towards is a Head of Business Strategy or something like that since most of my day to day is strategic planning.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Head of Business Strategy would get you to a future in business strategy roles. My previous title was “Director of Outreach and Operations”. I was in actuality Deputy Executive Director and COS but that wasnt the titling structure the employer used. When I left that role, Director of Operations roles were verrrrryyyyy different than COS. Just something to think about, because it burned me in a way I wasnt expecting. Job market is different now, so it might be ok.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7c93e2d6c15e622744ac40f24d29e575/7c77d2cd/0hN5ETCUomIRS72d7WcU2yMEMvne8iE7UlZfgD8g6O5fC5v9iWS7NBUMbdose-FIjxZ2K1y99W9hYuvF0Aped2P-u-XIC2eZi_yZ4dIYUZwVY5yGk1HYfxICnaaY4Ec8Oj6BurwNfLOHQzMzKuM_5XEwb9uEkmRR9IcHJSUsqNQ" loading="lazy" alt="Tamara Rezler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tamara-rezler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tamara Rezler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">To Denise&#x27;s point. If you have an idea of the direction you&#x27;d like to head (career-wise) after this role (whether it&#x27;s another CoS role, a Biz Ops role, a strategy role, etc...) maybe factor that into your thinking for the title you land on?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ee1a0f33f7fdc1b71a371d9f50f824b4/8d6cd44e/Ja9d9wNHEWrVa6PR0WZJNlYLzIcynrg2JSMTyQLaxX_-x_8l21Rj-3FaFGn14TzkgEX4DDerYpMWQVp4QBfb09YUv_T3k0wu29YWRmzg7M7iaCBBXiNXpaZ2lePGVZWHZsbS_Cosrjq3Hszaay3JqG-NXC44yK-dlh-l2KQRBxk" loading="lazy" alt="Michael Novak" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/michael-novak" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Michael Novak</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you all for the very insightful feedback! I&#x27;ll let you know where I end up landing! Careerwise I&#x27;d eventually like to move into another CoS role or strategy so that is definitely playing into my thinking!</div> </div>
Hi all -- we are doing partner-level off-sites/retreats 3x a year and would love a go-to consultant to help me on some team building oriented pieces. Any recommendations? Many thanks in advance!
Hi all -- we are doing partner-level off-sites/retreats 3x a year and would love a go-to consultant to help me on some team building oriented pieces. Any recommendations? Many thanks in advance!
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b393c3ea332ca62464228572658d9bab/2de2194f/rkZGAXMcK7t4Cwx3CFTgLYq9r3cFbdg8KXN_rJA6TKJQcHVZOU3RZiuwFQOUb-qKPsPJl26wGQwBXEw8siYKe1_AF7UqjD5sfzVq4VgLa8g7EO2cld25uCxbEYW-2KKLTKGXIQDwgTgq3TnlcoGxTGCpgB_ZrUBWWbKwKTIDe8Q" loading="lazy" alt="Amanda Fish" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/amanda-fish" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Amanda Fish</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Rachel Weston Rowell is my go-to: <a href="https://www.westonrowell.com/">https://www.westonrowell.com/</a><br>She&#x27;s helped my prior company (Techstars) lead a few offsites and not only were the sessions wildly successful, her team building exercises were also a hit 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/95e71408c9e4e7857d015999116329ae/45ad6f7f/1547677230551.jpg" loading="lazy" alt="Michelle Mittler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/michelle-mittler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Michelle Mittler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you! Reaching out now.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/95e71408c9e4e7857d015999116329ae/45ad6f7f/1547677230551.jpg" loading="lazy" alt="Michelle Mittler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/michelle-mittler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Michelle Mittler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Said the referral came from you!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b393c3ea332ca62464228572658d9bab/2de2194f/rkZGAXMcK7t4Cwx3CFTgLYq9r3cFbdg8KXN_rJA6TKJQcHVZOU3RZiuwFQOUb-qKPsPJl26wGQwBXEw8siYKe1_AF7UqjD5sfzVq4VgLa8g7EO2cld25uCxbEYW-2KKLTKGXIQDwgTgq3TnlcoGxTGCpgB_ZrUBWWbKwKTIDe8Q" loading="lazy" alt="Amanda Fish" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/amanda-fish" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Amanda Fish</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">perfect! she is a ROCK STAR</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/05d9cb6cc5ba8fe4b3ffa3e283af3d38/f15ea0fe/a1kdeb_hzSJhTE9h17ptQ8Ma062Q8YiZAxQtQYzy86ZMJGfYOFSWIG9pwr6tPdABpSKXe_WalckYHIKiaSOu-6rImrPami-PyxK-o1P0SsyxEA5q_IxsN8C1xgofqM7cTqZ1te3X13j_1SMq75jvQzE6ykaMHgb4rVV2TOvsIpQ" loading="lazy" alt="Tristan Lim Yan Jun" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tristan-lim" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tristan Lim Yan Jun</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"><a href="https://offsiter.com/">https://offsiter.com/</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/05d9cb6cc5ba8fe4b3ffa3e283af3d38/f15ea0fe/a1kdeb_hzSJhTE9h17ptQ8Ma062Q8YiZAxQtQYzy86ZMJGfYOFSWIG9pwr6tPdABpSKXe_WalckYHIKiaSOu-6rImrPami-PyxK-o1P0SsyxEA5q_IxsN8C1xgofqM7cTqZ1te3X13j_1SMq75jvQzE6ykaMHgb4rVV2TOvsIpQ" loading="lazy" alt="Tristan Lim Yan Jun" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tristan-lim" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tristan Lim Yan Jun</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Full disclosure, I work with an investor of theirs (<a href="https://www.remotefirstcapital.com/">RFC</a>)</div> </div>
Dara Warner
Support Roles
We’re looking to hire essentially a “mini” Chief of Staff for each department in our company.
We’ve stated that as a company, we’ll only have one CoS.
This role will do more than an EA and will support the whole department as well as the executive. They’ll work on projects that need attention, coordinating team events, scheduling for the exec etc..

My question is, what have you all seen this role titled as?
Here are some ideas we’ve come up with:

Idea #1. W/Career Progression Titles:
• Executive Assistant
• Executive Business Partner
• Sr Executive Business Partner
Idea #2. W/Career Progression Titles:
• Administrative Business Partner
• Business Support Manager
• Sr Business Support Manager
Thanks for your feedback!
Dara Warner
Support Roles
We’re looking to hire essentially a “mini” Chief of Staff for each department in our company.
We’ve stated that as a company, we’ll only have one CoS.
This role will do more than an EA and will support the whole department as well as the executive. They’ll work on projects that need attention, coordinating team events, scheduling for the exec etc..

My question is, what have you all seen this role titled as?
Here are some ideas we’ve come up with:

Idea #1. W/Career Progression Titles:
• Executive Assistant
• Executive Business Partner
• Sr Executive Business Partner
Idea #2. W/Career Progression Titles:
• Administrative Business Partner
• Business Support Manager
• Sr Business Support Manager
Thanks for your feedback!
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1446b4d4954fccc99dca466bc765be21/d4199f2d/2rgfS_28gpfqUlmsNFmybx6qy6eAkj0MI5TRBkRpmjjI6gVTLqyK0F4iYB-b7BWwZSgfew6uldF0J8tID3JwMvHgAnEwObSnB8O9uSZRK4Lk7EmD-3zCHKLSuRCSjBgqljHpmeaXockeHpoa4ttljAhCcxFg57T2C95cL8wi-hM" loading="lazy" alt="Denise Schultz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/denise-schultz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Denise Schultz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Having experienced this progression myself, and what I know of those earlier in their career, the business partner / executive business partner might be your best bet.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/9b8d123f399ff10cd42e150f5f53e225/e8c292e5/IMG_3220.JPG" loading="lazy" alt="Dara Warner" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dara-warner" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dara Warner</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you for the feedback Denise!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/dc3e8e278c47b9b500e83f966c57f205/1db2d206/Dan_Rohtbart_Headshot_square_2.jpeg" loading="lazy" alt="Dan Rohtbart" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dan-rohtbart" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dan Rohtbart</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Do I dare suggest &quot;Business Operations&quot; as a riff on idea 2?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/9b8d123f399ff10cd42e150f5f53e225/e8c292e5/IMG_3220.JPG" loading="lazy" alt="Dara Warner" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dara-warner" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dara Warner</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi @dan that would be a great idea… we have a whole Business Operations team though :)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/dc3e8e278c47b9b500e83f966c57f205/1db2d206/Dan_Rohtbart_Headshot_square_2.jpeg" loading="lazy" alt="Dan Rohtbart" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dan-rohtbart" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dan Rohtbart</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">LOL awesome 🙂</div> </div>
Cynthia Del Pozo
have any of you guys put together a company wide strategy presentation - getting to a 5, 10 yr roadmap that can be socialized with the company and to get buy in from C suite? If so, any materials, or templates, structure that you could share would be helpful. Thanks
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Cynthia Del Pozo
have any of you guys put together a company wide strategy presentation - getting to a 5, 10 yr roadmap that can be socialized with the company and to get buy in from C suite? If so, any materials, or templates, structure that you could share would be helpful. Thanks
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;ve been thinking/working on this specific thing a <em>lot</em> over the last 6ish months.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This <a href="https://www.amazon.com/Playing-Win-Strategy-Really-Works-ebook/dp/B00AJVJ1HI?tag=slevin03-20">book</a>, Playing to win - (summary <a href="https://fs.blog/2013/03/playing-to-win-how-strategy-really-works/">article</a>) is the most useful framework I found. Then <a href="https://www.amazon.com/7-Powers-Foundations-Business-Strategy-ebook/dp/B01MRLFFQ7?tag=slevin03-20">7 powers </a>specifically for some more detailed strategy material.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b99e1441f4c426526195872de4164ff/4c3d1b2b/DelPozoCynthia002.jpg" loading="lazy" alt="Cynthia Del Pozo" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cynthia-del-pozo" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cynthia Del Pozo</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">so helpful. Thank you!</div> </div>
Nabil Uddin
Does anyone have recommendations on a format for investor updates? We're just looking to revise ours currently.
No items found.
Nabil Uddin
Does anyone have recommendations on a format for investor updates? We're just looking to revise ours currently.
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/49bb3e9d9a0d6b1645e9f406601c3f15/fbd3f735/IMG_3851copy.JPG" loading="lazy" alt="Abigail Sherburne" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/abigail-sherburne" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Abigail Sherburne</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">we use a <a href="https://visible.vc/">format from Visible</a> which we get great feedback on. Our format is:<br>• short pitch (they&#x27;re not in our business everyday, so it&#x27;s a primer to get back in our space)<br>• Highlights (this ranges from KPI growth, to significant new deals, to product updates to personnel)<br>• Metrics area (we show revenue percent growth, NPS, and weekly active users in a variety of different charts - visible makes this very easy and the graphs are responsive which our investors like)<br>• &quot;What didn&#x27;t go well&quot; (we include this to show we&#x27;re working on the business not just in it)<br>• Customer story or quote (we use this to underscore the value our company has to our customers - sometimes with a quote, link to a case study, or a photo)<br>• Asks (if we have asks for intros or support with a specific deal, pricing strategy, or referral)<br>• What&#x27;s next (what we plan to accomplish over the next month)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/49bb3e9d9a0d6b1645e9f406601c3f15/fbd3f735/IMG_3851copy.JPG" loading="lazy" alt="Abigail Sherburne" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/abigail-sherburne" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Abigail Sherburne</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">happy to discuss more if helpful!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7325df6bd9e87a617366735c109e946b/da29cc6e/TrustandWill_MonicaRoss__2_.jpg" loading="lazy" alt="Monica Ross Stevenson" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-ross-stevenson" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Ross Stevenson</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We do all of the above also add a section for team since we’re growing fast as well as press mentions</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">My format typically followed this structure:<br>• <strong>CEO note</strong> - updated description of company and top headlines<br>• <strong>Asks -</strong> we put this at the top so it doesn’t get lost<br>• <strong>Metric overview</strong> - team size, users/customer metrics, recent press, NPS, etc<br>• <strong>Funding</strong> - cash on hand or new fundraising progress<br>• <strong>Product roadmap</strong> - what are we working on, whats coming next month/quarter</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2f432e7ad00d9f4dc4a6051efd9279ca/50e1108c/1583336478401.jpg" loading="lazy" alt="Nabil Uddin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nabil-uddin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nabil Uddin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks everyone! Definitely taking this into account and will follow back up if I have more questions</div> </div>
David O'Hara

What was an awesome All Hands you have done in the past 6 months? What was it?

Why was it aesome?

David O'Hara

What was an awesome All Hands you have done in the past 6 months? What was it?

Why was it aesome?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c6f07e46595c00ebf5dc3c1c0544b9af/170621fa/BryanSilverman_2791_SQUARE.jpg" loading="lazy" alt="Bryan Silverman" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/bryan-silverman" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Bryan Silverman</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We had Sonia Thompson come in and do a presentation on diversity and inclusivity - she told fantastic stories, brought great research, was able to spark discussion, and is still something we talk about months later. Happy to make an intro.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d9eaabde18986c68d3f2abecbecea407/67d6e72f/LinkedInHeadshot.jpg" loading="lazy" alt="Sara Zabukovec" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sara-zabukovec" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sara Zabukovec</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We humanised our Board by inviting our Chairman to join our CEO/Founder for a fireside chat. We got awesome feedback from our employees -- they appreciated the macro view into our industry, company and culture from our investors perspective. And, they also got the chance to see how much our Board respected and appreciated our CEO/Founder and our team. A lot of the negative sentiment about our Board diminished once they spent time with our Chairman and realised that he&#x27;s an awesome human who is our biggest fan.</div> </div>
Katrina Borissova

Hi All. It’s week 1 for me in the group and really looking forward to it.

I’ve been tasked to write a strategy paper and I wanted to check if there was

a resource to go to or a templates to share.

Katrina Borissova

Hi All. It’s week 1 for me in the group and really looking forward to it.

I’ve been tasked to write a strategy paper and I wanted to check if there was

a resource to go to or a templates to share.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fbf8f9a3b0223864e33fe241c5b271fc/f65c58bf/Q5B96ulRFjj6M0TK4RZXqCtT2Y35BIDVCGxkCSEeJc5hE4IFT6cMgF6kEK0v5dVTRVuVo_EHheKy3ZvJ5k6Wdhy-HCsw84qDRj0VE79slOQJUGbMvadVfaXj5jEApAXEPJKPPujuo526MpgzC73Q7vlBoepizrepK9KzNnkHJp8" loading="lazy" alt="Aditi Bhatia" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/aditi-bhatia" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Aditi Bhatia</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I thought the book Good Strategy Bad Strategy was helpful, here&#x27;s a summary with key concepts: <a href="https://jlzych.com/2018/06/27/notes-from-good-strategy-bad-strategy/">https://jlzych.com/2018/06/27/notes-from-good-strategy-bad-strategy/</a> also a fan of pyramid principle so I start with a short summary of my recommendation and tend to include these sections:<br>1. Summary of recommendation<br>2. Problem we&#x27;re trying to solve<br>3. Guiding principles I&#x27;m using to make a recommendation (based on business goals)<br>4. Trade-offs<br>5. Narrative<br>6. Open questions and next steps</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/cc4827be9fa1c726060312c7e551e432/65b63624/QBJP3OiTQMdGfiKu5vLNCRzl6za0nB2erG61amQJe7VaxfuUjEsMMCfBhFqNxtGMJbDNcS6AQymULYBPf9SSq4rLbEMlOkc23vslMfDlAp-81MFaVm9pVLWzk0vf3uZsIZXClNnTGdrA_QwNdMh9r07etgK53f5bEVCY5NauZO4" loading="lazy" alt="Katrina Borissova" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/katrina-borissova" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Katrina Borissova</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you SO much! </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3e0eb02d15e2ff65faa23115fe1d809e/6d472622/Nicola___FM_949.jpg" loading="lazy" alt="Nicola Nye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nicola-nye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nicola Nye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">+1 for Good Strategy, Bad Strategy (my local library had it)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/cc4827be9fa1c726060312c7e551e432/65b63624/QBJP3OiTQMdGfiKu5vLNCRzl6za0nB2erG61amQJe7VaxfuUjEsMMCfBhFqNxtGMJbDNcS6AQymULYBPf9SSq4rLbEMlOkc23vslMfDlAp-81MFaVm9pVLWzk0vf3uZsIZXClNnTGdrA_QwNdMh9r07etgK53f5bEVCY5NauZO4" loading="lazy" alt="Katrina Borissova" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/katrina-borissova" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Katrina Borissova</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you! I bought it over the week end :)</div> </div>
Nina Coolidge

Hey all - does anyone have some examples of performance goals you've seen for

a chief of staff? Thanks!

Nina Coolidge

Hey all - does anyone have some examples of performance goals you've seen for

a chief of staff? Thanks!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/05d9cb6cc5ba8fe4b3ffa3e283af3d38/f15ea0fe/a1kdeb_hzSJhTE9h17ptQ8Ma062Q8YiZAxQtQYzy86ZMJGfYOFSWIG9pwr6tPdABpSKXe_WalckYHIKiaSOu-6rImrPami-PyxK-o1P0SsyxEA5q_IxsN8C1xgofqM7cTqZ1te3X13j_1SMq75jvQzE6ykaMHgb4rVV2TOvsIpQ" loading="lazy" alt="Tristan Lim Yan Jun" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tristan-lim" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tristan Lim Yan Jun</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">My team was jokingly saying that my performance should be evaluated based on how many items I manage to push us through during our leadership weekly 😄 so far it’s 10/10!<br><br>On a more serious note, I’m currently evaluating my performance based on how well I help my team push through blockers (pushing through admin backlog, boosting hiring pipeline etc.)<br><br>Apart from the special projects I work on, seems like less stress for my team means I’m doing a good job.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2f432e7ad00d9f4dc4a6051efd9279ca/50e1108c/1583336478401.jpg" loading="lazy" alt="Nabil Uddin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nabil-uddin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nabil Uddin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">A somewhat fluid metric I&#x27;ve seen with myself and a few other Chiefs of Staff is the performance and/or anxiety levels of the principal you work under. However, this can vary depending on the structure of your org. Just my 2 cents, would love to hear others&#x27; opinions on this.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3f11b012f0be841d6cf7580ee87ba8a9/643788ff/A01921D6_C4AA_47C4_9078_F630CB0E27B0.jpeg" loading="lazy" alt="Chase Klassen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/chase-klassen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Chase Klassen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Today my goals are the same as my principal...definitely following this topic though 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I don’t have “specific: but if the org is aligned is a key indicator you are being effective.</div> </div>
Monica Ross Stevenson

Y’ALL can we talk about organizing slack channels? I recently put together a

comms guidelines document that’s been super well received but I’m feeling

paralyzed on making changes to our slack channel structure. generally, i know

we need to standardize our prefixes make our channels more specific b/c there

is info flying all over the place. Any best practices out there on a channel

audit or setup? Below was my first stab that didn’t get too much feedback from

the team….

Thanks in advance for the help!

Channel Clean Up

We have too many channels not enough channels depending on who you’re asking.

Either stems from a lack of purpose in the existing channels today.

• How do we generally want to organize our channels as a baseline?

• Channels dedicated for team members (daily grind/team comms)

◦ Pre-fix: #team _department

• “Catch All” General channels for each team

◦ How do we define this channel to keep it specific to the department but

general enough?

▪︎ General updates, announcements, questions from the ## department?

◦ Pre-fix: #general_department

• Specific channels

◦ Example: By existing potential product

▪︎ anything related to it like data, suggestions, user feedback, performance,

legal implications

◦ issue is:_ when do these get created? is it feature or product based? _

▪︎ What do we miss doing it this way? ex what specific channels get lost in

the noise?

◦ Other ideas besides by product? “Topic” seems too broad in scope?

◦ How when would we want supplementary channels? So we can identify prefixes

▪︎ Cross functional projects?

▪︎ Shared goals / tactics for goals ?

Monica Ross Stevenson

Y’ALL can we talk about organizing slack channels? I recently put together a

comms guidelines document that’s been super well received but I’m feeling

paralyzed on making changes to our slack channel structure. generally, i know

we need to standardize our prefixes make our channels more specific b/c there

is info flying all over the place. Any best practices out there on a channel

audit or setup? Below was my first stab that didn’t get too much feedback from

the team….

Thanks in advance for the help!

Channel Clean Up

We have too many channels not enough channels depending on who you’re asking.

Either stems from a lack of purpose in the existing channels today.

• How do we generally want to organize our channels as a baseline?

• Channels dedicated for team members (daily grind/team comms)

◦ Pre-fix: #team _department

• “Catch All” General channels for each team

◦ How do we define this channel to keep it specific to the department but

general enough?

▪︎ General updates, announcements, questions from the ## department?

◦ Pre-fix: #general_department

• Specific channels

◦ Example: By existing potential product

▪︎ anything related to it like data, suggestions, user feedback, performance,

legal implications

◦ issue is:_ when do these get created? is it feature or product based? _

▪︎ What do we miss doing it this way? ex what specific channels get lost in

the noise?

◦ Other ideas besides by product? “Topic” seems too broad in scope?

◦ How when would we want supplementary channels? So we can identify prefixes

▪︎ Cross functional projects?

▪︎ Shared goals / tactics for goals ?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d6cda483943dad870d1d4208c968c6b3/66f6a025/AC_headshot.jpg" loading="lazy" alt="Anna Chan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/anna-chan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Anna Chan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi! When I joined my current company, we were moving to Electric for IT and on/offboarding. To configure Electric for onboarding, I found out we had 100+ public Slack channels. I created a gsheet that listed out each public channel description and then columns by dept. I asked each dept manager to check off whether they want their team members in it for onboarding or to check off &quot;remove&quot;. It was done pretty quickly. Managers didn&#x27;t realize how many we had and how confusing it was for new hires (myself included)! Hope this helps you!<br><br>Ex)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b02590e4b3eac2ee058d1b73deeba3a/abc51cc2/2D90DA42_5265_46C3_BA39_04726D67EA02.jpeg" loading="lazy" alt="Krissy Ferris" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/krissy-ferris" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Krissy Ferris</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Following…. an added layer of complication we face is we have a ton of private channels, and we’re on the Pro plan so Admins can’t manage those. It seems a bit crazy to upgrade to a plan that’s double the cost just to manage private channels, and AD sync isn’t yet a priority (maybe after we’ve doubled again). So at this point our thinking is “we need an easy policy to make these decisions” and trust people to self-manage.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b02590e4b3eac2ee058d1b73deeba3a/abc51cc2/2D90DA42_5265_46C3_BA39_04726D67EA02.jpeg" loading="lazy" alt="Krissy Ferris" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/krissy-ferris" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Krissy Ferris</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We tend to have a handful of general-purpose channels (I try to keep this as small as possible) and then other use cases are broadly - when there’s a different team of people who need to work together. So often that’s projects, but it could be cross-company too i.e. leadership team. And “archive early and often” may well be my motto - you can always bring things back, worst case.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We did a similar clean out of public channels as Anna mentioned above. For private channels and 1:1 chats, when we moved to remote for covid, we had OKRs around attaining some level of improvement to the % of conversations happening in public channels… we just wanted more transparency around knowledge sharing, etc. not to do away with private channels. We also “archive early and often,” like Krissy mentions. <br><br>For naming, we kept it simple in that channels should mostly have a department owner unless project-based. So we use product-general, product-feature_requests, etc. It makes it easier for department heads to manage channels and discussions and helps the team to think where to look before spinning up their own channel… most times. </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b02590e4b3eac2ee058d1b73deeba3a/abc51cc2/2D90DA42_5265_46C3_BA39_04726D67EA02.jpeg" loading="lazy" alt="Krissy Ferris" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/krissy-ferris" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Krissy Ferris</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">&amp;gt; we had OKRs around attaining some level of improvement to the % of conversations happening in public channels<br>ooohhhh…</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7325df6bd9e87a617366735c109e946b/da29cc6e/TrustandWill_MonicaRoss__2_.jpg" loading="lazy" alt="Monica Ross Stevenson" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-ross-stevenson" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Ross Stevenson</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thanks all! ill report back with what we ned up with incorporate these in 🙂</div> </div>
Steph Shaw

Hi Friends! Does your org have a framework for which decisions get elevated to the CEO and what role s/he plays in them? My CEO is out of office for two weeks and I am already feeling the weight of my execs being paralyzed by not having his input on their decisions.

No items found.
Steph Shaw

Hi Friends! Does your org have a framework for which decisions get elevated to the CEO and what role s/he plays in them? My CEO is out of office for two weeks and I am already feeling the weight of my execs being paralyzed by not having his input on their decisions.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d07dd40788a08040cd6e11a92fbfd8cd/b477a2a7/Isabelphoto.jpeg" loading="lazy" alt="Isabel Sanchez" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/isabel-sanchez" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Isabel Sanchez</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi Steph, happy to chat about this if it helps at all? </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/542434c2515bcf44966863bb1a7bdf32/44d6af08/Steph_Park_Slope_headshots_10.jpg" loading="lazy" alt="Steph Shaw" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/steph-shaw" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Steph Shaw</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Yes would love that @imsanchez09 - will message you. Thanks!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/5ecef00d46726575fd346d0960dc836a/221bb88d/nkem.jpg" loading="lazy" alt="Nkem Oghedo" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nkem-oghedo" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nkem Oghedo</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">we use RACI a lot to clarify responsibilities!</div> </div>
Sarah Reisch

Hi all. We are a fully distributed team of ~50 team members in 13+ countries. We had to cancel our IRL team retreat when Covid hit and had plans to go to Oceanside, California. We’re beginning to think about plans for a 2022 IRL retreat.

Does anyone have any location or accommodation suggestions? We’ll likely have somewhere from 60-70 team members when the time comes. We generally want to avoid anywhere that would be too difficult to get to, but we’re open to US or non-US locations.

Sarah Reisch

Hi all. We are a fully distributed team of ~50 team members in 13+ countries. We had to cancel our IRL team retreat when Covid hit and had plans to go to Oceanside, California. We’re beginning to think about plans for a 2022 IRL retreat.

Does anyone have any location or accommodation suggestions? We’ll likely have somewhere from 60-70 team members when the time comes. We generally want to avoid anywhere that would be too difficult to get to, but we’re open to US or non-US locations.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;ve done some great conferences in both Austin and New Orleans, if you&#x27;re asking for alternate locations.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/52f064623e639efb24569f9504d410d8/648bfea5/headshot.jpg" loading="lazy" alt="Sarah Reisch" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sarah-reisch" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sarah Reisch</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Definitely looking to get ideas in general for locations. We considered Austin heavily last time (that’s where I am). How many people did you have and where did you stay in Austin? Thanks!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Oh gosh - maybe 75? It was a few years ago now and I believe we stayed at the Sheraton. If I looked at a map, I could tell you for sure. And I can probably dig up some itinerary details...</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d221ec2f5ca002a9652eaf969b4ed646/c322d383/Melanie_Figler.jpg" loading="lazy" alt="Melanie Figler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/melanie-figler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Melanie Figler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hyatt Regency Lost Pines in Bastrop is where we had our team building. Outside of the city, but keeps everyone on site and connecting with each other. We had around 130 people</div> </div>
Charlotte Schmiegel

Hi everyone, I am looking for some recommendations for two topics:

• cap table / stock option plan management services that cover Europe and the US, and

• company-wide benefits plans (healthcare, pension, etc.)

If anyone of you has recommendations, I would love to learn more. :slightly_smiling_face: Thank you!

Charlotte Schmiegel

Hi everyone, I am looking for some recommendations for two topics:

• cap table / stock option plan management services that cover Europe and the US, and

• company-wide benefits plans (healthcare, pension, etc.)

If anyone of you has recommendations, I would love to learn more. :slightly_smiling_face: Thank you!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Pretty sure Carta is the defacto cap table mgmt service and covers EU market as well. @alexis.d.teixeira can probably share her opinion on that 😉<br><br>For benefit plans are you looking for examples or tools/services for delivery. This is a wide topic!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d7a8e1a12fb0ee6f91cacf19550fa691/a2d05838/Headshot.jpg" loading="lazy" alt="Jess Houlgrave" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jess-houlgrave" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jess Houlgrave</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We use Capdesk</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d6f517b17bcfc18327464e7b9a54de88/cb91b3b2/IMG_3204.jpg" loading="lazy" alt="Charlotte Schmiegel" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/charlotte-schmiegel" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Charlotte Schmiegel</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you both! <br><br>Re: Benefits<br>@scott Actually both (examples of tools and delivery services) 🙏:skin-tone-2:</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a239ac5335c1586432783e0909e71c62/b25f3f60/DS_Headshot.JPG" loading="lazy" alt="Daphne Shen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/daphne-shen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Daphne Shen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">+1 to Carta, it&#x27;s great!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d7a8e1a12fb0ee6f91cacf19550fa691/a2d05838/Headshot.jpg" loading="lazy" alt="Jess Houlgrave" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jess-houlgrave" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jess Houlgrave</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">For Benefits we use Benefiz</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/05297a56955f79e7377fec1a128478b3/5379c861/20200203_183733.jpg" loading="lazy" alt="Megan Wheeler" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/megan-wheeler" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Megan Wheeler</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We&#x27;re Canadian and running into issues with Carta - it really seems built to have SEC language/regulations/processes into it, so we&#x27;re worried about what will get exposed to employees. We&#x27;re going ahead because it&#x27;s market standard, but it&#x27;s not perfect for non-US companies.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d28ffa8adc7cc9aebc84e373c07422b2/1798e863/KLevitan_Reiner_Headshot.jpeg" loading="lazy" alt="Katya Levitan-Reiner" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/katya-levitan-reiner" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Katya Levitan-Reiner</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We have just begun using Launchways for benefits</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d6f517b17bcfc18327464e7b9a54de88/cb91b3b2/IMG_3204.jpg" loading="lazy" alt="Charlotte Schmiegel" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/charlotte-schmiegel" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Charlotte Schmiegel</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thank you all!! 🙂</div> </div>
Milana Shapira

hello! I’m helping our company think through how we can celebrate wins and people better, and acknowledge achievements. Curious what has worked well / not so well at your respective companies?

Milana Shapira

hello! I’m helping our company think through how we can celebrate wins and people better, and acknowledge achievements. Curious what has worked well / not so well at your respective companies?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7572727b6d52f7db6265b14e9990b8ae/82b38335/RCrzUZlZwK81NwAMTZqgjlgH0OLKnn6AKGxYUrNITJpmrHpFPzt7Mj6DFc_IFDEXcJAVHYcLN43n_6-8osmZ9mPX_R0xckZsE7dkLg763z-OTP0pxiCxsVgv29UfJhzgacCBnbQnneGXJFfowBpL_FRtYMOY76NzxeV_68pkZAs" loading="lazy" alt="Adrianne Paulsen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/adrianne-paulsen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Adrianne Paulsen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We do &quot;shoutouts&quot; at the beginning of every all-hands meeting where we open up the floor for the first 5-10mins to anyone that wants to recognize someone for big accomplishments or small tasks.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d87ced7369f1389714c505923607536c/9b881e23/clarama.jpeg" loading="lazy" alt="Clara Ma" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/clara-ma" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Clara Ma</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">we have an ongoing slack channel that is gratitudes channel as well as a small wins channel</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thanks both! @apaulsen - does that work well? how big is your co?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7572727b6d52f7db6265b14e9990b8ae/82b38335/RCrzUZlZwK81NwAMTZqgjlgH0OLKnn6AKGxYUrNITJpmrHpFPzt7Mj6DFc_IFDEXcJAVHYcLN43n_6-8osmZ9mPX_R0xckZsE7dkLg763z-OTP0pxiCxsVgv29UfJhzgacCBnbQnneGXJFfowBpL_FRtYMOY76NzxeV_68pkZAs" loading="lazy" alt="Adrianne Paulsen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/adrianne-paulsen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Adrianne Paulsen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">yes! People appreciate it because they&#x27;re getting acknowledged in such a public way, and often times our exec team takes their turn on shoutouts for teams they don&#x27;t usually work with but hear about. We&#x27;re roughly about 450 employees. We also have a #highfives slack channel that serves the same purpose.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thats helpful, thanks @apaulsen 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fc02af58ab0fb44d8b2f87de6eee3e4e/6e45f043/Libby_Dangoor_5__1280x848_.jpg" loading="lazy" alt="Libby Dangoor" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/libby-dangoor" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Libby Dangoor</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We recently launched annual awards at our company KO that went down really well. We had nominees and then a final winner who we made a video for. We also have a weekly values champ at the All Hands and a very active shout-out Slack channel. </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b2cdd50f360931a2d22d4436415be5bc/5fdb021b/1591629428676.jpeg" loading="lazy" alt="Elizabeth Walchuk-Spring" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/elizabeth-walchuk-spring" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Elizabeth Walchuk-Spring</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;ve worked in a number of teams (250-2k). We&#x27;ve done monthly shout outs to quarterly recognition. These are typically peer nominated and decided on by leadership. We recognize people on All Hands and then follow up with write ups in slack.</div> </div>
Milana Shapira

me again! does anyone gather and share company feedback/sentiment with their C-level? I have 1o1s with a number of folks across the org and have been asking how things are going, what we could do better, etc… and sharing with the execs. Wondering if anyone else has done something similar, and what structures you’ve used?

Milana Shapira

me again! does anyone gather and share company feedback/sentiment with their C-level? I have 1o1s with a number of folks across the org and have been asking how things are going, what we could do better, etc… and sharing with the execs. Wondering if anyone else has done something similar, and what structures you’ve used?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fbf8f9a3b0223864e33fe241c5b271fc/f65c58bf/Q5B96ulRFjj6M0TK4RZXqCtT2Y35BIDVCGxkCSEeJc5hE4IFT6cMgF6kEK0v5dVTRVuVo_EHheKy3ZvJ5k6Wdhy-HCsw84qDRj0VE79slOQJUGbMvadVfaXj5jEApAXEPJKPPujuo526MpgzC73Q7vlBoepizrepK9KzNnkHJp8" loading="lazy" alt="Aditi Bhatia" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/aditi-bhatia" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Aditi Bhatia</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">My CEO let me know that he&#x27;s interested in getting that feedback but in an anonymized way that doesn&#x27;t violate anyone&#x27;s trust - I think that&#x27;s an important thing to level-set on so people will continue to be candid with you. We&#x27;re a small team, so I bring these up in terms of themes and bring a couple of ideas on solution. For example, we have a manager on our team who is overwhelmed as her team grows - I communicated this as the team is growing pretty quickly and we should think about how we can support managers as teams scale - here are some ideas.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8be42f94bc9a59ce4c000ae727c8ad59/1ee49c16/Screen_Shot_2020_04_29_at_3.00.43_PM.png" loading="lazy" alt="Maggie Mullooly" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/maggie-mullooly" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Maggie Mullooly</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We use a tool called OfficeVibe where people can submit anonymous feedback. Theres an auto email survey that goes out every 2 weeks that is pre-populated with questions that people can vote on a sliding scale: 1-5 or Not at all - Very strongly. Results are tallied and comments collected and then a summary is sent right to our COO’s inbox</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">+1000 to OfficeVibe - managers can see their own team&#x27;s feedback and it drives so much conversation for us! ETA the surveys go to Slack, which automatically drove increased engagement for us vs. google forms, etc.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d7a8e1a12fb0ee6f91cacf19550fa691/a2d05838/Headshot.jpg" loading="lazy" alt="Jess Houlgrave" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jess-houlgrave" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jess Houlgrave</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We also use a tool for this called Peakon which we love - it provides really detailed insights and you can tailor questions. My CEO and I have 3 1:1s a week - 2 of which are business focused and then one of which is a 2 way feedback session. As part of this I usually also raise topics I am hearing on the floor for him to consider. If I&#x27;m hearing the same thing consistently then I will usually write up a short memo on it and add it as an Eteam meeting discussion topic.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks so much all, very interesting!<br>Curious @j.houlgrave: when you say topics you are hearing on the floor - how do you go about getting that info?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d7a8e1a12fb0ee6f91cacf19550fa691/a2d05838/Headshot.jpg" loading="lazy" alt="Jess Houlgrave" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jess-houlgrave" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jess Houlgrave</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I have monthly meets with our community leads (womens community, pride community etc...) also with regional managers (APAC, MENA etc.) and select other &quot;influencers&quot;. I also do office hours for 2 hours a week where anyone can book 15 minute slots to come and speak with me and I invite our mid-management group to birthday breakfasts - each week if it&#x27;s your birthday week I run a COS breakfast for you to join if you want (deliveroo vouchers!). - it&#x27;s around 15 hours a month usually which is alot but really helpful for us as a leadership team.</div> </div>
Sophia Chen

Hi all, curious if anyone has recommendations of how their companies approach taking a stance / making a statement either internally or externally on social issues. Sometimes there is a clear reason to speak out, but I am in the process of creating a rubric and playbook that helps the company decide when to speak out, what steps to take, and best practices to consider when the answer is less obvious. Specifically, I’m interested in your experience and recommendation of how your companies consider the “threshold” to warrant a statement/stance, Put another way, what constitutes materiality. Open to all thoughts and feedback, thank you!

Sophia Chen

Hi all, curious if anyone has recommendations of how their companies approach taking a stance / making a statement either internally or externally on social issues. Sometimes there is a clear reason to speak out, but I am in the process of creating a rubric and playbook that helps the company decide when to speak out, what steps to take, and best practices to consider when the answer is less obvious. Specifically, I’m interested in your experience and recommendation of how your companies consider the “threshold” to warrant a statement/stance, Put another way, what constitutes materiality. Open to all thoughts and feedback, thank you!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This is so interesting. We don&#x27;t have a formal threshold but now I&#x27;m thinking we should. Informally, we tend to make statements about issues we feel are affecting at least some portion of our employee base - historically, cues about this have come from social media.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/16c0aaa79af1b522f859df9ba1803ef7/e4f9f5bf/1616792662491.jpg" loading="lazy" alt="Alexandra Mudano" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/alexandra-mudano" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Alexandra Mudano</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We engage with an incredible Consulting Firm called Change Cadet - they have been helpful in drafting a playbook, helping our unconcious bias in DIAB hiring/engagement and even revieweing internal statements before we send to staff. Highly recommend their team and happy to make an introduction</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/383e7138f287864e7dd04ccbeb0a9a4b/fa313c0c/mb.jpeg" loading="lazy" alt="Max Bray" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/max-bray" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Max Bray</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This sounds like a fascinating challenge (/minefield?!) – keen to see where you end up with this</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Coinbase and now Basecamp have both planted flags at one far end of the spectrum. This is a good read: <a href="https://www.theverge.com/2021/5/3/22418208/basecamp-all-hands-meeting-employee-resignations-buyouts-implosion">https://www.theverge.com/2021/5/3/22418208/basecamp-all-hands-meeting-employee-resignations-buyouts-implosion</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7572727b6d52f7db6265b14e9990b8ae/82b38335/RCrzUZlZwK81NwAMTZqgjlgH0OLKnn6AKGxYUrNITJpmrHpFPzt7Mj6DFc_IFDEXcJAVHYcLN43n_6-8osmZ9mPX_R0xckZsE7dkLg763z-OTP0pxiCxsVgv29UfJhzgacCBnbQnneGXJFfowBpL_FRtYMOY76NzxeV_68pkZAs" loading="lazy" alt="Adrianne Paulsen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/adrianne-paulsen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Adrianne Paulsen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This is such a great topic and one that we are starting to assess too, especially with the recent announcements at Basecamp and Coinbase. If anyone has an existing playbook they&#x27;re able to share, please do! Or @tinleechen if you&#x27;re open to it, I&#x27;d love to collaborate with you in creating one for our companies. I came across this <a href="https://www.fastcompany.com/90629977/basecamp-banned-social-and-political-conversations-at-work-heres-what-it-should-have-done?partner=rssutm_source=twitter.comutm_medium=socialutm_campaign=rss+fastcompanyutm_content=rss">article</a> that I found to be a helpful start - the philosophy here is to &quot;Pick A Lane&quot; as a company to decide what or what not to have a stance on.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1bb9c369ba5e34632c33b1d621d6182a/55b85791/czerriny.jpeg" loading="lazy" alt="carla zerriny" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/carla-zerriny" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">carla zerriny</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey Sophia! We set up an internal task force. Anyone is able to call a meeting if there is a political / societal event they would like the company to respond to. As a group, we’ll then align on a company response. Either issuing a statement, hosting a community event etc. We provide an overview of the taskforce here:<br><br><a href="https://www.fastcompany.com/90593578/this-is-a-ceos-responsibility-during-a-crisis">https://www.fastcompany.com/90593578/this-is-a-ceos-responsibility-during-a-crisis</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/453d75de4bc672c512c86513fc5af26e/f5fb9385/headshot.png" loading="lazy" alt="Sophia Chen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophia-chen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophia Chen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This is all incredibly helpful, thank you to each of you. I am in the final stages of getting a first draft of our framework out, and after seeing the resources provided here, I will be adjusting some of our approach to reflect these recommendations. @czerriny - really love the Jopwell process!<br><br>@apaulsen will DM you with the first draft and would love your feedback and collaboration since it sounds like you may be tackling a similar project! I thought the “Pick a Lane” concept is important and definitely something I will encourage our CEO/Execs to consider.<br><br>The threads I am picking up on when it comes to “threshold” and “materiality” are that it is important to prioritize the well-being of employees. So if there is an issue that is impacting some portion of the employee base, it is worth it to either call taskforce and/or consider a response. And if we “pick a lane”, it would help bring clarity to what we respond to and how.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/06d80c660aed8b893823de6c1c40cf02/6a490fad/Pic.png" loading="lazy" alt="Philip Sorensen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/philip-sorensen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Philip Sorensen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey @tinleechen and @apaulsen - our Head of People is actually working on this topic right now and just presented a draft framework to our leadership team today. I’d love to share notes on our frameworks - I’ll DM you both</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/453d75de4bc672c512c86513fc5af26e/f5fb9385/headshot.png" loading="lazy" alt="Sophia Chen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophia-chen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophia Chen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks @philipsoerensen that is so helpful!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ec129c5be6adeffb117b9d6ea405e48a/6d47c5d9/Al-HuseinMadhany2017Headshot.jpg" loading="lazy" alt="Al-Husein Madhany" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/al-husein-madhany" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Al-Husein Madhany</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Would love to see what you all and your companies produced regarding this topic @philipsoerensen and @tinleechen.<br><br>As a Head of People at my company, we exclude such matters from the workplace. Of course that is easier for us to do since our co-founders are all minorities.</div> </div>
Milana Shapira

hi all - does anyone have a good one-liner you use when introducing yourself on a call? like hi i’m chief of staff, and in my role I…..?

Milana Shapira

hi all - does anyone have a good one-liner you use when introducing yourself on a call? like hi i’m chief of staff, and in my role I…..?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2fb83b264d02316ac86102088f0f1688/cde1b284/IMG_6799copy.jpg" loading="lazy" alt="Kunal Ahuja" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/kunal-ahuja" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Kunal Ahuja</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">... <em>am still figuring out what i do</em>.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2fb83b264d02316ac86102088f0f1688/cde1b284/IMG_6799copy.jpg" loading="lazy" alt="Kunal Ahuja" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/kunal-ahuja" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Kunal Ahuja</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">[serious answer] i vary it based on the context of the meeting/audience</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">haha - thanks @kunal.ahuja15. I used “i support my CEO however needed” the other day but it sounded a bit silly, hence the question.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fb52ab43ac9d70902a215e580e195074/cea67983/Headshot.jpeg" loading="lazy" alt="Heather Saldinger" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/heather-saldinger" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Heather Saldinger</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">When we do intros to the new employees I say I’m Chief of staff and…. I support our executive leadership team here. I’m your go to person if you have any needs or questions for the leadership team. (then usually someone else jumps in from the company with some version os “Heather knows everything/ Heather runs the company/just ask Heather/etc) 😂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thanks heather, i like it 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I do a little bit of everything!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">“I am the dot connector and go to problem solver for the organization” </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a4b4027b61a39dc95ced30bd925359d5/4c100bf4/marc.jpg" loading="lazy" alt="Marc Mercier" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/marc-mercier" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Marc Mercier</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">&#x27;&#x27;I am Chief of Staff and I work with our CEO on the strategic initiatives to grow the company&#x27;&#x27;</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/68738d3807beb57b4e0b36f723c0c301/998f99f6/PROFILEPIC.jpg" loading="lazy" alt="Alicia Malboeuf" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/alicia-malboeuf" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Alicia Malboeuf</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This definitely varies from CoS to CoS but for me, I always ground my intro to the strategic priorities relative to my role. I&#x27;m Chief of Staff to the SVP of Enterprise Architecture and am responsible for managing the stakeholder interlocks with our communications, operations, enablement and HR business partners to drive field execution for the associated strategic initiatives.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks all - I particularly like yours @marc.mercier, very simple!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b02590e4b3eac2ee058d1b73deeba3a/abc51cc2/2D90DA42_5265_46C3_BA39_04726D67EA02.jpeg" loading="lazy" alt="Krissy Ferris" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/krissy-ferris" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Krissy Ferris</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I sent the first comic in this blog post to all of my friends and family… Forever in your debt, @gs.boyar <a href="https://www.chiefofstaff.network/blog/chief-of-stuff-that-no-one-else-can-manage">https://www.chiefofstaff.network/blog/chief-of-stuff-that-no-one-else-can-manage</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1b02590e4b3eac2ee058d1b73deeba3a/abc51cc2/2D90DA42_5265_46C3_BA39_04726D67EA02.jpeg" loading="lazy" alt="Krissy Ferris" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/krissy-ferris" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Krissy Ferris</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Depending on the context, the simplest answer I give is the <a href="https://youtu.be/NP4lrVIpbvo">Pulp Fiction answer</a> - “I solve problems, and catch anything that falls between the cracks.”</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ce3785d1faca66fd332302689e046c1b/d9670a36/95EE057C_FFD8_48C1_B9DA_FDD29A7ECADC.jpeg" loading="lazy" alt="Milana Shapira" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/milana-shapira" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Milana Shapira</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">hahha i love that @kmferris!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/37be5c6853208ac9cb899115bf3a5f76/00c7fca7/GeorgeBoyar_HeadofPartnerSuccess_1-8-19.jpg" loading="lazy" alt="George Boyar" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/george-boyar" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">George Boyar</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thanks @kmferris! It’s definitely not autobiographical….</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/1bb9c369ba5e34632c33b1d621d6182a/55b85791/czerriny.jpeg" loading="lazy" alt="carla zerriny" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/carla-zerriny" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">carla zerriny</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">‘I am CoS and I work alongside the executive team to drive business initiatives that support our mission’</div> </div>
Sophie Kaye

Has anyone organized a remote way to recreate the social / “getting to know each other” vibe of an in person happy hour? For your exec leadership team that’s distributed across country

Sophie Kaye

Has anyone organized a remote way to recreate the social / “getting to know each other” vibe of an in person happy hour? For your exec leadership team that’s distributed across country

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/62c9d2eff32c6c54ab1bb3c81aa4005f/d77ec9b7/richmcclean.jpeg" loading="lazy" alt="Richard McLean" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/richard-mclean" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Richard McLean</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">we did a chocolate tasting - worked quite well</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ffec8f71ab2d3223f55f94c0eb0ee158/0a8f3577/headshot.png" loading="lazy" alt="Sibi Murugesan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sibi-murugesan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sibi Murugesan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Our team has been fully remote since 2019 and we love using <a href="https://slideswith.com/">https://slideswith.com/</a>! Very easy to spin up + leans into the bonding/inside jokes that come from friendly competition!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d87ced7369f1389714c505923607536c/9b881e23/clarama.jpeg" loading="lazy" alt="Clara Ma" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/clara-ma" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Clara Ma</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">big fan of <a href="https://gatheround.com/">gatheround</a>!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d26cf1f97155ca8213f6ba6e1c30799f/eabb2c9d/SS_new_portrait_3.png" loading="lazy" alt="Sheila Sitaram" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sheila-sitaram" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sheila Sitaram</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">virtual mixology has been a hit for our leadership team - I think we’ve used the below<br><a href="https://avitaltours.com/virtual-events/">https://avitaltours.com/virtual-events/</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/79bb3b784de1cf36d43d74fed9d779c6/5b883275/3C0ED997_64D6_4E03_BD16_0019FBBBB8DF.jpeg" loading="lazy" alt="Tanushree Sharma" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tanushree-sharma" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tanushree Sharma</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">This is a constant challenge/question in mind for us, and we continue to bring small fun activities during ATMs/PORs/Workshop meetings that are ofcourse all virtual with global audience. Thanks for the question @sophie.v.kaye and I am going to try some of the suggestions here. Thank you all.<br>One small fun activity I did on our last workshop was to begin with a simple question &quot;How was your weekend?&quot; but with added subtext that if I met you at our office watercooler, what would you have shared with me. That allowed everyone to open up and share a little more than what they usually do on virtual calls, and we ended up learning so much about everyone.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/9c697edd0d7537147fdf5633b70efc3e/46d5acb2/Lynn_Cespedes_Profile.jpg" loading="lazy" alt="Lynn Cespedes" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lynn-cespedes" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lynn Cespedes</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Ah...love the ideas - thank you!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We had fun with <a href="http://teambuilding.com">teambuilding.com</a> and a company that mailed you ingredients then had a chef do a zoom / cook it with you thing.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">That cooking class was the first time we ever had spouses/partners/kids in the mix, which was definitely a plus</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/99b030f82196f0bbbf1b021fe2742186/14a1b402/Shreya_Medic.jpg" loading="lazy" alt="Shreya Bhatt" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/shreya-bhatt" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Shreya Bhatt</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We&#x27;ve used <a href="https://kahoot.it/">kahoot</a> for virtual games - works particularly well for things like trivia etc.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7dea4ce4288a0afa85b39da4f883c407/dffd2d26/ACA90E6A_88BF_49A4_8FFB_4F0AEBD61ED4.jpeg" loading="lazy" alt="Sophie Kaye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophie-kaye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophie Kaye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks everyone!! Can keep the group posted re: what (if anything...) we end up doing 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7dea4ce4288a0afa85b39da4f883c407/dffd2d26/ACA90E6A_88BF_49A4_8FFB_4F0AEBD61ED4.jpeg" loading="lazy" alt="Sophie Kaye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophie-kaye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophie Kaye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@analytics do you remember what company you used for the chef thing?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;ll ask our organizer and let you know!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4b6478768dbd8dbd9ad2bf785cbc3f2/27eb6e0d/Stephen_Levin___900x900___square.png" loading="lazy" alt="Stephen Levin" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/stephen-levin" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Stephen Levin</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"><a href="https://assembly.co/">https://assembly.co/</a> -- I participated, was fun<br><a href="https://www.italialikelocals.com/">https://www.italialikelocals.com/</a> -- Different team did it, apparently went well</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7dea4ce4288a0afa85b39da4f883c407/dffd2d26/ACA90E6A_88BF_49A4_8FFB_4F0AEBD61ED4.jpeg" loading="lazy" alt="Sophie Kaye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophie-kaye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophie Kaye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Ahhh thank you! That looks awesome - seems like what I was looking for.</div> </div>
Emma Cahalane

Does anyone have any resources around hiring scorecards that would incorporate DEI? We're a small start-up and want to make it a priority from the beginning

Emma Cahalane

Does anyone have any resources around hiring scorecards that would incorporate DEI? We're a small start-up and want to make it a priority from the beginning

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/64dd3d49862d242e83f13dd2d4b85037/07ccc990/LindseyOSullivan.jpeg" loading="lazy" alt="Lindsey O'Sullivan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsey-osullivan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsey O'Sullivan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We do a few things her but I think the most useful has been using our values in our scorecards, which actually drive towards DEI in a number of ways (below). We also have a recurring KR around diverse candidates making it to the onsite stage across all open roles - we can redefine diversity based on where we feel we&#x27;re falling short.<br><br>• <strong>Thoughtful</strong> - Candidate asks thoughtful questions about the role, business and culture.<br>• <strong>Inclusive</strong> - Candidate demonstrates an understanding of the importance of including the correct stakeholders in their processes.<br>• <strong>Direct</strong> - Candidate gives honest answers and receives feedback well in the hiring process - no ego!<br>• <strong>Empathetic</strong> - Candidate is motivated by the mission, demonstrating empathy for clients/planet.<br></div> </div>
Adrianne Paulsen

hey all, any CoS's here that lead or are involved in your company's DEI efforts? I'd love to pick your brain on some topics like hiring, committee structures, managing expectations priorities, establishing metrics, etc.

Adrianne Paulsen

hey all, any CoS's here that lead or are involved in your company's DEI efforts? I'd love to pick your brain on some topics like hiring, committee structures, managing expectations priorities, establishing metrics, etc.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/75d56e65c048be0c15897102d74f3700/0957f697/linkedin_pic_lc.jpeg" loading="lazy" alt="Lindsay Colbus" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lindsay-colbus" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lindsay Colbus</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@apaulsen Happy to share how we have been handling if you want to DM me!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e80d2fa7d38b143028c36181cf6db194/46c89f6a/1607467482762.jpeg" loading="lazy" alt="Kelly-Ann Corrigan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/kelly-ann-corrigan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Kelly-Ann Corrigan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@apaulsen just starting this at my current company (been there since Jan) but i co-led the DEI committee at my last company so always happy to connect regarding what we implemented there and what we saw work/not work if youre interested!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ca1e2d3948c68300c48b18195613a3f7/2d6428bc/headshot.jpg" loading="lazy" alt="Sherrod Davis" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sherrod-davis" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sherrod Davis</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I would love to chat Adrianne. I helped start <a href="http://www.baltimoretracks.org">www.baltimoretracks.org</a> , which may help for some inspiration on how to get started, and that&#x27;s given me exposure to a bunch of companies and the challenges. this has been a focus of mine for the last year +</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e80d2fa7d38b143028c36181cf6db194/46c89f6a/1607467482762.jpeg" loading="lazy" alt="Kelly-Ann Corrigan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/kelly-ann-corrigan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Kelly-Ann Corrigan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@sherrod.davis this is awesome, just clicked through on your link</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">sounds like there is a lot of great experience here, you all should get together live in a roundtable. happy to help set up a time and see who else is interested.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">also reminder there are a bunch of resources here if its helpful - <a href="https://knowledgehub.chiefofstaff.network/4814f961feab42eb92c251a6f132f200">https://knowledgehub.chiefofstaff.network/4814f961feab42eb92c251a6f132f200</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7572727b6d52f7db6265b14e9990b8ae/82b38335/RCrzUZlZwK81NwAMTZqgjlgH0OLKnn6AKGxYUrNITJpmrHpFPzt7Mj6DFc_IFDEXcJAVHYcLN43n_6-8osmZ9mPX_R0xckZsE7dkLg763z-OTP0pxiCxsVgv29UfJhzgacCBnbQnneGXJFfowBpL_FRtYMOY76NzxeV_68pkZAs" loading="lazy" alt="Adrianne Paulsen" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/adrianne-paulsen" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Adrianne Paulsen</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks for this @scott! I&#x27;m connecting with each of them live today/tomorrow... there&#x27;s definitely a LOT to discuss around this topic! Thanks for the link to the resources, I&#x27;ll check that out.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2499c6910c9c3689ac07c062c445e634/99e6e9cb/Lucie_B.jpg" loading="lazy" alt="Lucie Ondraschkova" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lucie-ondraschkova" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lucie Ondraschkova</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I would definitely be interested in a roundtable! A lot to discuss </div> </div>
Sophie Kaye

Has anyone planned an exec level brainstorm on strategy and/or company okr’s?

Last minute planning something for next week with our c-suite and would value any guidance people have for frameworks we can use to ensure the time together is well-spent!

Sophie Kaye

Has anyone planned an exec level brainstorm on strategy and/or company okr’s?

Last minute planning something for next week with our c-suite and would value any guidance people have for frameworks we can use to ensure the time together is well-spent!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fbf8f9a3b0223864e33fe241c5b271fc/f65c58bf/Q5B96ulRFjj6M0TK4RZXqCtT2Y35BIDVCGxkCSEeJc5hE4IFT6cMgF6kEK0v5dVTRVuVo_EHheKy3ZvJ5k6Wdhy-HCsw84qDRj0VE79slOQJUGbMvadVfaXj5jEApAXEPJKPPujuo526MpgzC73Q7vlBoepizrepK9KzNnkHJp8" loading="lazy" alt="Aditi Bhatia" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/aditi-bhatia" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Aditi Bhatia</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We did something like this - we started out with &quot;what are the 3-5 key hypotheses we need to prove out by the end of 2021&quot; which we then translated into detailed 2021 milestones / goals and then broke those down into quarterly OKRs. There was a fair bit of iteration on the actual OKRs later, but the first session was good to get high-level guidance and buy-in.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7dea4ce4288a0afa85b39da4f883c407/dffd2d26/ACA90E6A_88BF_49A4_8FFB_4F0AEBD61ED4.jpeg" loading="lazy" alt="Sophie Kaye" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sophie-kaye" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sophie Kaye</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you!! Did you use any particular framework / guiding principles for that brainstorming session to help folks stay on track or feel like it was productive ideation vs. a free for all?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I’ve done this using the Balance Scorecard Approach. A great collaboration tool to guide this is Mural. They also have an OKR brainstorm template.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fbf8f9a3b0223864e33fe241c5b271fc/f65c58bf/Q5B96ulRFjj6M0TK4RZXqCtT2Y35BIDVCGxkCSEeJc5hE4IFT6cMgF6kEK0v5dVTRVuVo_EHheKy3ZvJ5k6Wdhy-HCsw84qDRj0VE79slOQJUGbMvadVfaXj5jEApAXEPJKPPujuo526MpgzC73Q7vlBoepizrepK9KzNnkHJp8" loading="lazy" alt="Aditi Bhatia" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/aditi-bhatia" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Aditi Bhatia</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@sophie.v.kaye it works well if the CEO sets the key hypotheses and headline volume numbers in advance which keeps people anchored around broad goals. Examples of that could be &quot;Product-market fit: customers like our product, we’re growing our volume, and we’re extending the relationship with our customers&quot; and &quot;We&#x27;ve processed $100m in volume in 2021&quot; - people then know that any goals and milestones they suggest have to go towards proving out one of these hypotheses or it isn&#x27;t relevant to the discussion. I also thought this article was helpful <a href="https://clrcrl.com/2021/04/07/setting-team-krs.html">https://clrcrl.com/2021/04/07/setting-team-krs.html</a></div> </div>
Olivia Papa

Hello! Does anyone have a standard format or template they share with teams for OKR setting? I created a simple Google Slide but would love to see other examples :slightly_smiling_face: Thanks!

Olivia Papa

Hello! Does anyone have a standard format or template they share with teams for OKR setting? I created a simple Google Slide but would love to see other examples :slightly_smiling_face: Thanks!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d2439507e027afc92afbe3967fb345df/e8978ef4/Screen_Shot_2018_12_21_at_1.32.40_PM.png" loading="lazy" alt="Emily Smith" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/emily-smith" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Emily Smith</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I have some slides that walked through OKRs that I would be happy to share, but its not a template for the actual goals themselves, more about how we set our goals here at Lattice. Would that still be helpful to you?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We are using this approach. In addition, we are using the Libby Box method to define the right items to measure and any moderating/mediating variables. Libby Box method is below as well</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext"></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/af403d132dc1dc9a14d4e21136371282/6b2fe7d9/Edited_Headshot___2016.jpg" loading="lazy" alt="Olivia Papa" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/olivia-papa" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Olivia Papa</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Very helpful @jamieriley0903!! @emily467 - we can chat briefly during our call this afternoon! 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/602ee8289839fc8d55aa8f98abc933cb/a4dcc302/2017-Alexis-Monville-square-200.png" loading="lazy" alt="Alexis Monville" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/alexis-monville" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Alexis Monville</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">What I encourage people to do is to really think impact when they create OKRs. Define what behavior they want to hange for who: <a href="https://www.youtube.com/watch?v=1cw-tb7j8FM">https://www.youtube.com/watch?v=1cw-tb7j8FM</a></div> </div>
Tyler Young

hello, everyone - for recurring exec/senior leadership meetings, does anyone have a list of/some discussion topics that you and your execs/senior leaders find impactful and worthwhile to spend time on in live meetings? thanks so much!

Tyler Young

hello, everyone - for recurring exec/senior leadership meetings, does anyone have a list of/some discussion topics that you and your execs/senior leaders find impactful and worthwhile to spend time on in live meetings? thanks so much!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/62c9d2eff32c6c54ab1bb3c81aa4005f/d77ec9b7/richmcclean.jpeg" loading="lazy" alt="Richard McLean" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/richard-mclean" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Richard McLean</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">No, I ask the team this question periodically, establish a backlog and then prioritise it with my principal. And I&#x27;ve also run these mtgs <a href="http://leancoffee.org">leancoffee.org</a> style</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4d399677228aa9b296cfa2fdecaf5ec/0cf733e1/ycyf6P0XqWIrzo2hEqjTMb2bWBS3tV-sFRyfw8g1r20X5cRVm6vqtj6IW51UbISe3SyNuknIWbzA4kpo6ntzwAy8SUvhn4JbPb8oBy5rQ2iQVo7aqo8jFIX6NNjk04zZzENV9JP3sUv_8tek29KhHf5USZhX96YLlZ3uvjbm0-o" loading="lazy" alt="Tyler Young" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tyler-young" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tyler Young</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thank you!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d9eaabde18986c68d3f2abecbecea407/67d6e72f/LinkedInHeadshot.jpg" loading="lazy" alt="Sara Zabukovec" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sara-zabukovec" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sara Zabukovec</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We have a standard format that we follow every week:<br>1. Review company healthy scores/key health scores 15 mins<br>2. Project review 15 mins (anything that’s major and that falls outside of OKRs)<br>3. Issues based discussion 45 mins <br>4. internal comms review and team updates 15 mins. <br>I collect agenda items in advance of the meeting and we have a template for discussions that our exec team have to use so that we get the right outcomes from our issues based discussion . </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4d399677228aa9b296cfa2fdecaf5ec/0cf733e1/ycyf6P0XqWIrzo2hEqjTMb2bWBS3tV-sFRyfw8g1r20X5cRVm6vqtj6IW51UbISe3SyNuknIWbzA4kpo6ntzwAy8SUvhn4JbPb8oBy5rQ2iQVo7aqo8jFIX6NNjk04zZzENV9JP3sUv_8tek29KhHf5USZhX96YLlZ3uvjbm0-o" loading="lazy" alt="Tyler Young" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tyler-young" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tyler Young</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thank you, @sara! if you’d be open to it, i’d love to see what the template looks like?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d9eaabde18986c68d3f2abecbecea407/67d6e72f/LinkedInHeadshot.jpg" loading="lazy" alt="Sara Zabukovec" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sara-zabukovec" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sara Zabukovec</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;ll DM you the deck, but will need to remove all data</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b4d399677228aa9b296cfa2fdecaf5ec/0cf733e1/ycyf6P0XqWIrzo2hEqjTMb2bWBS3tV-sFRyfw8g1r20X5cRVm6vqtj6IW51UbISe3SyNuknIWbzA4kpo6ntzwAy8SUvhn4JbPb8oBy5rQ2iQVo7aqo8jFIX6NNjk04zZzENV9JP3sUv_8tek29KhHf5USZhX96YLlZ3uvjbm0-o" loading="lazy" alt="Tyler Young" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tyler-young" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tyler Young</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">that would be great, thank you @sara!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d9eaabde18986c68d3f2abecbecea407/67d6e72f/LinkedInHeadshot.jpg" loading="lazy" alt="Sara Zabukovec" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sara-zabukovec" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sara Zabukovec</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">No worries - have shared!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8dd9f859e0637ba2d16fd90ec3ac430e/3b5de63c/JS.png" loading="lazy" alt="Justin Shore" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/justin-shore" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Justin Shore</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@sara - Any chance willing to share here as well? Very interested. Do you save OKR conversation for a monthly/quarterly check in? Sounds like you don&#x27;t tend to discuss during SLT weekly? Thank you!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d9eaabde18986c68d3f2abecbecea407/67d6e72f/LinkedInHeadshot.jpg" loading="lazy" alt="Sara Zabukovec" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sara-zabukovec" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sara Zabukovec</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Happy to @justinlpshore! Will DM you. You&#x27;re right in assuming that we don&#x27;t discuss OKRs in this meeting. We address OKRs on a monthly basis with our ELT and department heads as part of our operations financial review meeting.</div> </div>
Philip Sorensen

My friend at Uber just posted this article (tool included) on how to facilitate fun and insightful strategic product prioritizations in a leadership team. I wish I’d had this when we did our strategic planning at the end of last year, so thought I’d share.

Philip Sorensen

My friend at Uber just posted this article (tool included) on how to facilitate fun and insightful strategic product prioritizations in a leadership team. I wish I’d had this when we did our strategic planning at the end of last year, so thought I’d share.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2745b8f23cf7edb1c1031467e657c573/f2090f46/Screen_Shot_2021_01_14_at_10.28.34_pm.png" loading="lazy" alt="Emma Cahalane" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/emma-cahalane" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Emma Cahalane</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">love this!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/394b623f13f5396d6bd8bfe0237f87d2/79025c5c/c47Vmp_aook3r1KRzuJWElIo9U0a-TS8WBuFBmxpiVIn20QAKQUcvX4wwc_scyIMmDNN4zxL5B6pjwsaronFQfRPCb3LvdtguMiDIUzlR6g_EZhdQ_gexBPaYDGz6za1kpblUaeWRAT76VrFCIO8PFLwmK1hRZgko8Xts30x8vc" loading="lazy" alt="Scott Amenta" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/scott-amenta" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Scott Amenta</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">this is cool!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/9c697edd0d7537147fdf5633b70efc3e/46d5acb2/Lynn_Cespedes_Profile.jpg" loading="lazy" alt="Lynn Cespedes" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lynn-cespedes" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lynn Cespedes</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Oh my...I&#x27;ve recently gone through a prioritization exercise and I think I still have the scars. Very interesting post - and looking forward to diving deeper to understand this tool. Thanks!</div> </div>
Jill Czarnik

Hello Friends! Interested in what tools folks use to manage cross functional Goals and workstreams. We currently use Lattice and I find it a bit buggy and hard to truly share cross department Goals. Secondly, how have you tied Cross Functional Goals in an OKR system into Execution/Tracking in a PMO system?

Currently having 3-5 outputs/metrics in the Lattice and managing key cross functional work in smartsheets, which is likely far from best practice.

Appreciate your input!

Jill Czarnik

Hello Friends! Interested in what tools folks use to manage cross functional Goals and workstreams. We currently use Lattice and I find it a bit buggy and hard to truly share cross department Goals. Secondly, how have you tied Cross Functional Goals in an OKR system into Execution/Tracking in a PMO system?

Currently having 3-5 outputs/metrics in the Lattice and managing key cross functional work in smartsheets, which is likely far from best practice.

Appreciate your input!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8be42f94bc9a59ce4c000ae727c8ad59/1ee49c16/Screen_Shot_2020_04_29_at_3.00.43_PM.png" loading="lazy" alt="Maggie Mullooly" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/maggie-mullooly" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Maggie Mullooly</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Last year we graduated from OKR tracking in google sheets to using Lattice and found that it made the process cumbersome as well. Eventually we stopped using it for OKRs and kept it as a performance management tool only. Interested to hear others input on best practices/ tools you like!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/4bf706942b5ef6ed101eacc006a6bc33/fc96df75/AudreyKrezmer_Reduced_Size.jpg" loading="lazy" alt="Audrey Krezmer" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/audrey-krezmer" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Audrey Krezmer</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">literally on a lattice demo right now! would love to know if anyone has found a better solution.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/837368f00e507dea5efd2c6f5987c28a/90246da1/147D08A0_1FEC_46C6_9F50_D12A20AE5CF1.jpg" loading="lazy" alt="Jill Czarnik" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jill-czarnik" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jill Czarnik</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@16mullooly - THANK YOU!! this helps me know I&#x27;m not losing my mind right now 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/837368f00e507dea5efd2c6f5987c28a/90246da1/147D08A0_1FEC_46C6_9F50_D12A20AE5CF1.jpg" loading="lazy" alt="Jill Czarnik" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jill-czarnik" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jill Czarnik</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Does anyone else use Lattice? Would love to hear this is indeed is cumbersome</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/79bb3b784de1cf36d43d74fed9d779c6/5b883275/3C0ED997_64D6_4E03_BD16_0019FBBBB8DF.jpeg" loading="lazy" alt="Tanushree Sharma" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/tanushree-sharma" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Tanushree Sharma</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Following on this thread, but also wanted to share I have just signed up for OKR certification with BetterWorks in May, and can come back with findings on that tool, which I hope to receive during the training.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/66db0e138948c3cc059b9ab4fa2167cd/ed19a853/Screen_Shot_2021_01_04_at_11.49.45_AM.png" loading="lazy" alt="Jamie Riley" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jamie-riley" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jamie Riley</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We use Wrike for execution tracking and then track OKRs as milestones w/in the project. Airtable is also a solution that I’ve seen others use. I’m looking into it as well.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d26cf1f97155ca8213f6ba6e1c30799f/eabb2c9d/SS_new_portrait_3.png" loading="lazy" alt="Sheila Sitaram" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/sheila-sitaram" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Sheila Sitaram</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">On this note - while we don’t use Lattice for OKRs, I would be very curious to know if anyone out there has considered or started using Workboard to track cascading OKRs<br><br><a href="https://www.workboard.com/">https://www.workboard.com/</a></div> </div>
Laurie A

Chiefs, I’m doing some research favorite OKR systems - refreshing my database of preferred systems. Would love to hear your favorite OKR system and what you mainly use it for. Building up the database….. :slightly_smiling_face: Thanks all.

Laurie A

Chiefs, I’m doing some research favorite OKR systems - refreshing my database of preferred systems. Would love to hear your favorite OKR system and what you mainly use it for. Building up the database….. :slightly_smiling_face: Thanks all.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7431e373861c26a5bcbab461c9692584/932a23fc/Headshot.png" loading="lazy" alt="Lily Mintz" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/lily-mintz" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Lily Mintz</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I think there are a few convos about this if you search through Slack, but TLDR from me... have tried a few platforms, but always come back to Google Sheets. It&#x27;s the only way to get people across every department (and leaders, especially) to input/review content in a timely fashion.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/6ddf2c7d4a3e02530c532344d3b5dc02/fc070a34/1516313908305.jfif" loading="lazy" alt="Kate Panawek" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/kate-panawek" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Kate Panawek</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">we started using <a href="https://ally.io/">https://ally.io/</a> beginning of this year and I feel like this is best for a high level view across depts for our CEO but that google sheets still ends up being the go-to for individual team goals that lead up to comp level objectives. the tool became overwhelming with data. so far it seems like we still do the work in two places vs streamlining the process w/ a tool ... but we are learning!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/fb52ab43ac9d70902a215e580e195074/cea67983/Headshot.jpeg" loading="lazy" alt="Heather Saldinger" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/heather-saldinger" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Heather Saldinger</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We’re currently using 15Five for ours, but also Asana for PM of some of the Defining Objectives…. Looks like Asana has rolled out some OKR tools recently <a href="https://asana.com/guide/examples/project-management/goals-okrs-planning">https://asana.com/guide/examples/project-management/goals-okrs-planning</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d2439507e027afc92afbe3967fb345df/e8978ef4/Screen_Shot_2018_12_21_at_1.32.40_PM.png" loading="lazy" alt="Emily Smith" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/emily-smith" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Emily Smith</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I may be biased, but we use Lattice for ours 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b0bd65f3a380eed376977adba782bd0f/1a727578/IMG_2093___square.JPG" loading="lazy" alt="Bryan Gebhardt" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/bryan-gebhardt" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Bryan Gebhardt</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I haven&#x27;t used it but I know Workboard is being used a lot in Microsoft. The demo&#x27;s I&#x27;ve seen have been good. <a href="https://www.workboard.com/">https://www.workboard.com/</a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/7325df6bd9e87a617366735c109e946b/da29cc6e/TrustandWill_MonicaRoss__2_.jpg" loading="lazy" alt="Monica Ross Stevenson" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/monica-ross-stevenson" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Monica Ross Stevenson</h2></a >