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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

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.

<https://mocharymethod.notion.site/Chief-of-Staff-How-to-onboard-yourself-

in-30-days-21e2cc3acfbf47d39f99d6ce902d3054>

David Nebinski

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.

<https://mocharymethod.notion.site/Chief-of-Staff-How-to-onboard-yourself-

in-30-days-21e2cc3acfbf47d39f99d6ce902d3054>

<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
No items found.
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 [Link]

  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 [Link]

  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

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.

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.

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](https://coda.io/@madsjohnsen/the-friendly-feud-game|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](https://coda.io/@madsjohnsen/the-friendly-feud-game|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 > </div> </div> <div class="slack__rte is--reponse w-richtext">We’re using clickup bc it’s where the team manages most of their work!</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 think the system is secondary. What’s most important is the process, the ongoing checkins, and the reporting. You can do that with a fancy solution, or just with a basic google sheets. We use a mix of airtable and google sheets </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">@monica would you be willing to chat with me for 30 mins or so one day about ClickUp? We’re just starting to transition there (for project work, primarily, but curious about other things too) and I’d love to hear your best /worst practices, tips, or anything else you’d be willing to share.</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">@kmferris absolutely! DM me or email me <a href="mailto:monica@trustandwill.com">monica@trustandwill.com</a> and we can find a time to chat 🙂</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a1b6df59d835bcd816830fd0613cad3c/98f2c54c/Screen_Shot_2021_06_02_at_8.58.57_AM.png" loading="lazy" alt="Eric Liptok" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/eric-liptok" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Eric Liptok</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Has anyone tried <a href="https://gtmhub.com/">https://gtmhub.com/</a>?</div> </div>
Sibi Murugesan

Our team has been super productive, shipping lots of big projects so we want to thank them. Any recommendations on what to gift them (all based in the US this time)?

Sibi Murugesan

Our team has been super productive, shipping lots of big projects so we want to thank them. Any recommendations on what to gift them (all based in the US this time)?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c93c7bd7e7e9b89f9b9e7b65d7fcdfd4/22c0cb55/Square_crop.JPG" loading="lazy" alt="Alistair Stephenson" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/alistair-stephenson" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Alistair Stephenson</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Did this recently -- sent a bunch of beautiful plants to each person via Bloomscape</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">^gah we already sent them plants! But its such a great gift!</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">airbnb gift cards? with summer coming up our team has a lot of travel planned and we can use our cc points for them!</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 celebrated a massive product launch by giving all of the teams involved a Friday off so they could enjoy a long weekend out at the same time, timed when there was a Monday national holiday on the other side of the weekend. It was very well received as teams worked their backsides off, and it allowed them to unplug for a few days without slack and emails going off.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/faa42a61b93134fde660010930023335/c029cf68/4F84BE51_EEF7_4F63_A01B_C908B4818ACD.jpeg" loading="lazy" alt="Caitlin Bartlow" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/caitlin-bartlow" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Caitlin Bartlow</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I received a corporate holiday gift from <a href="https://www.loopandtie.com/">this</a> platform and thought it was very unique in terms of allowing the recipient to select what they want from a nicely curated set of gifts (plus charitable donation options)</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">• Time-off is always a crowd pleaser! <br>• You could also send from Sugarwish, which lets everyone choose their own treats. <br>• Or I have a company that I&#x27;ve been using to pull together curated gift boxes, which we&#x27;ve sent out quarterly. We include company swag in each and they have a theme - the Black and female owned business box was big hit, so was the sustainability package! Happy to intro.</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">Handwritten note from the CEO @sibi for the most critical recognition.</div> </div>
Josephine Conneely

Hi all - I’m going to be stepping into an interim Head of People Talent role (hybrid with CoS) as our current head of goes on maternity leave in a few weeks. If you have any recommendations on resources to read/listen to in this space or amazing People people to reach out to for insights lmk. If would be greatly appreciated!

Josephine Conneely

Hi all - I’m going to be stepping into an interim Head of People Talent role (hybrid with CoS) as our current head of goes on maternity leave in a few weeks. If you have any recommendations on resources to read/listen to in this space or amazing People people to reach out to for insights lmk. If would be greatly appreciated!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/118c9ca4640a51a54e7e5ceaadde81a6/a71b8c86/IMG_3958.jpg" loading="lazy" alt="Jay Japra" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jay-japra" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jay Japra</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I&#x27;m in a similar boat of having a semi-tangental role to PeopleOps that ends up being more involved so understand how the lack of understanding can be difficult 😅<br>Our former Director of People swears by <a href="https://www.shrm.org/about-shrm/Pages/Membership.aspx">SHRM</a> for getting resources; think it&#x27;s $219 for the year.<br>Otherwise Greenhouse has a decent amount of blog posts that have been helpful for particular recruiting points, and if you happen to utilize a PEO like Justworks they have a good amount of resources readily available as well.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3809594e4144ba9b5f31f3efeb4b6ac6/49ef7089/Screenshot_2021_01_14_at_16.55.37.png" loading="lazy" alt="Josephine Conneely" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/josephine-conneely" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Josephine Conneely</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I’ll check it out! Thanks for the tip.</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 straddled these 2 roles for about 5 months, but previously came from the people-world.<br><br>Agree with SHRM for good content, but it depends on the stage of your business. Sometimes their content can be a bit more tailored to large scale cos, rather than smaller startups/scaleups.<br><br>For anything culture related, I highly recommend CultureAmp&#x27;s content -- they have fantastic stuff available, including a Slack channel where you can access great discussions and resources.<br><br>I also found content from Lattice and their corresponding Slack channel to be super helpful.</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 did the reverse and stepped into COS while she was on mat leave and am currently fully leading people ops. Def recommend SHRM, as well. Also, legal counsel is incredibly helpful for sanity check on some topics. We also use Justworks, which provides so many resources - I imagine most PEOs/HRIS would provide some KB to support their clients.</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">@josephineconneely depends on your needs / gaps. I have found SHRM to be lacking. Good for one of your directs to have access but less important for you imho. External legal counsel websites for the compliance focused stuff is critical, but again not something necessarily for yourself imho.<br><br>The most important thing you need right now is the ability to listen intently and deepen the trust of your leaders.<br><br>After that, you just need a network that works for you.</div> </div>
Matthias Cramer

Hi all! Have some of you introduced 360° Feedback? What is our approach towards Non-anonymous vs. anonymous upward feedback? Thank you :slightly_smiling_face:

Matthias Cramer

Hi all! Have some of you introduced 360° Feedback? What is our approach towards Non-anonymous vs. anonymous upward feedback? Thank you :slightly_smiling_face:

<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 have a regular opt-in 360 practice</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">It&#x27;s not anonymous. Grow through feedback is a company value for us and we do training on how to give and receive feedback well</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/f950529967eb25bf3ac7746efc1de5b3/da6d5ef2/DSC_4311_2.jpg" loading="lazy" alt="Matthias Cramer" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/matthias-cramer" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Matthias Cramer</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@analytics Thanks for Sharing!</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">We do non-anonymous feedback here at Lattice for 360 reviews, but always give reviewers the option to share stuff privately with the manager of the person that you are reviewing! Always happy to chat review set up and strategy if you want! In my early days at Lattice, I used to help our customers set up their first performance reviews.</div> </div>
Christian Keil

Hey chiefs! My CEO doesn't yet have an EA, and we're considering getting one now that his travel schedule is picking back up.

The basic question we have, though, is what responsibilities an EA would have / whether it's really a full time job.

Any advice?

Christian Keil

Hey chiefs! My CEO doesn't yet have an EA, and we're considering getting one now that his travel schedule is picking back up.

The basic question we have, though, is what responsibilities an EA would have / whether it's really a full time job.

Any advice?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c501919f279c0f6001a09563ce1547bc/445df760/53B52BDE_02A7_4907_9E9A_289EB6F7832F.jpeg" loading="lazy" alt="Christian Keil" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/christian-keil" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Christian Keil</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">(Note: I&#x27;ve browsed past questions on this topic... mostly I&#x27;m wondering about the full-time aspect here!)</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 think the answer to that is how much other support your CEO will want on top of travel. Up until this point my CEO had a virtual EA that he used part time and liked that. He pretty much only used her for travel and some light scheduling. We ultimately decided to move to full time EAs because the list of things he wanted support on kept growing beyond what he could/would get from his current virtual EA. He is going to use the EA for inbox management, heavy calendaring, event planning, travel planning, etc.</div> </div> <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&#x27;ve found it very useful to have a full time EA who primarily supports CEO and who also supports leadership team for some matters and covers complicated x-functional internal scheduling matters.</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">Throw the traditional job description of an EA out the window. Start with this question with your CEO and yourself, “How much is my time worth, and am I spending it on the most impactful things for my company, my family, and my life.”<br><br>@ckeil</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">Im extremely fortunate to have a full time EA. She supports my principal, myself and one of the other senior leaders in the org. She manages all of our calendars, travel arrangements, expenses, logistics for meetings and events along with a long list of other administrative tasks so I can focus on the most strategic imperatives. Is it full time? In our case absolutely. </div> </div>
Nabil Uddin

Does anyone have recommendations on a format for investor updates? We're just looking to revise ours currently.

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>
Emily Smith

Hello! I have two asks for help here and would love to hear from anyone who has experience with either.

  1. Has anyone here taken over or run their company all hands programming? I am about to take over Lattice's weekly (yes, weekly) all hands meeting and would love to hear what sorts of content you all cover in your all hands meetings.
  2. Has anyone ever onboarded and managed an EA? We are about to bring on our first three EAs here at Lattice and I will be responsible for onboarding all three and managing one of them. I have never worked with EAs before so I would love any words of wisdom from you all.
Emily Smith

Hello! I have two asks for help here and would love to hear from anyone who has experience with either.

  1. Has anyone here taken over or run their company all hands programming? I am about to take over Lattice's weekly (yes, weekly) all hands meeting and would love to hear what sorts of content you all cover in your all hands meetings.
  2. Has anyone ever onboarded and managed an EA? We are about to bring on our first three EAs here at Lattice and I will be responsible for onboarding all three and managing one of them. I have never worked with EAs before so I would love any words of wisdom from you all.
<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/ac8f24728d350c6da70484d05a84dd22/56987409/jacob.jpeg" loading="lazy" alt="Jacob Stein" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jacob-stein" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jacob Stein</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey @emily467! I run Clyde&#x27;s all hands programming (including weekly all hands meetings) and would be happy to connect</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">Amazing! I&#x27;ll dm you 🙂 Thanks so much</div> </div> <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 run weekly All Hands meetings for ~100 people. (Both at my current company, and also at my prior company.) Feel free to ping me!</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">Awesome! Will do!</div> </div> <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">Also, I&#x27;ve always worked with EAs, but am actually onboarding my first one that will report to me on Monday. So in a similar boat 😆</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b9a614d8198721397b234b61314d1c92/2ab5643a/Cityblock_Headshot__condensed_square_.jpg" loading="lazy" alt="Winston Huang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/winston-huang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Winston Huang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">I manage our EA team 🙂 happy to continue chatting!</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">@jacobstein215 @emily467 @lilymintz210 I run the all hands at my company of 50 and would love to chat as well. Would it make sense for us all to pop on and have a chat around it or should I just DM y’all separately?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Me too! I run our All Hands/Townhalls (just over 100). I&#x27;ve managed and on boarded EAs. Happy to join!</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">Not onboarding related but a very good podcast on how to leverage and manage an EA. <a href="https://www.manager-tools.com/2006/05/effective-executiveefficient-assistant-part-1-hall-fame-guidance">https://www.manager-tools.com/2006/05/effective-executiveefficient-assistant-part-1-hall-fame-guidance</a></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">Happy to chat @emily467 re All Hands and/or EAs. DM me.</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">Following and have a similar question — @emily467 I have a similar question re All Hands, if you gather any great insights and are willing to share back in this thread that would be so helpful! (Or I can reach out to folks directly if it’s a little more nuanced…)</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">I&#x27;ve also done/doing both right now as well Emily. Seems like you already have quite the list of people to hit up, but feel free to ping me if needed. 🙂</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">Thanks so much everyone! I will definitely share my insights that I gather from both back to this thread!</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">I started exploring at using <a href="https://www.sli.do/">sli.do</a> and it looks like a great tool for All Hands. Does anyone else use this?</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">We use slido for out all hands right now @katya.levitan-reiner! Its been great for remote, but as we move into a hybrid, world I wonder how that will change things.</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">I manage all of our townhall and org wide all hands calls. I also have a great partnership relationship with our EA and would be happy to share my experiences and lessons learned. </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">Hi Everyone - I wanted to provide a quick update here. Thank so much to all of the people that took the time to speak with me about All Hands and EA&#x27;s. As promised, I wanted to share my very high level takeaways with you all.<br>• <a href="https://docs.google.com/document/d/19nIU5LSHJJwb5jrdb6Ki54lRFUCfDvHWWOEgNfzab48/edit">All Hands</a><br>• <a href="https://docs.google.com/document/d/1eBw3iQlSrUXX_jvRKBl8uGYjPjVC4mSCiN21YC6-i8c/edit">Managing EAs</a></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">Thanks for sharing Emily. Very handy. Would you mind adding links in the CoS Knowledge hub? <a href="https://knowledgehub.chiefofstaff.network/">https://knowledgehub.chiefofstaff.network/</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&#x27;m not sure I can add it! @scott, who manages those resources?</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">@emily467 This is awesome! I will add these links, we’re about to roll out an updated version of the knowledge hub and will include there 😉</div> </div>
Adrianne Paulsen

Hi everyone! This may have come up in a previous conversation (sorry if a repeat ask!) but is anyone working on their Return to Work policies? We are looking to compare with how other companies are structuring this plan and am seeking advice on whether you might be:

• mandating vs. encouraging vaccination

• asking for vaccination cards

• offering vaccination incentives (ie., monetary incentives, PTO or other ways)

• going fully remote (or offering that as a choice)

• taking a hybrid approach (3+ days in office)

• mandating returning to the office

• offering regular covid-testing if going back to the office

• changing your perks/benefits to accommodate remote and/or in-person staffing

Any best practices you have to share would be much appreciated!

Adrianne Paulsen

Hi everyone! This may have come up in a previous conversation (sorry if a repeat ask!) but is anyone working on their Return to Work policies? We are looking to compare with how other companies are structuring this plan and am seeking advice on whether you might be:

• mandating vs. encouraging vaccination

• asking for vaccination cards

• offering vaccination incentives (ie., monetary incentives, PTO or other ways)

• going fully remote (or offering that as a choice)

• taking a hybrid approach (3+ days in office)

• mandating returning to the office

• offering regular covid-testing if going back to the office

• changing your perks/benefits to accommodate remote and/or in-person staffing

Any best practices you have to share would be much appreciated!

<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">I’ve replied to the bullets you&#x27;ve listed - but it’s important to know how your organization want to evolve with their Return to Work policy. There are many directions a company can go so knowing the desired end state with this is important. Some companies want to return to what they had pre-pandemic and others are really want to evolve into something different post-pandemic. <br>• Encouraging vaccination<br>• Not asking for vaccination cards – honor system<br>• No incentives<br>• Three types of workers: office based, hybrid, home-based <br>• Hybrid employees have flexibility to work from home and office. These employees will not have a dedicated desk but the option to book day-use workspaces. Must live within a commutable distance to an office.<br>• No mandate at this time – but once offices are fully open, employees will be expected to return to the office (if they’re office based or as needed for hybrid)<br>• If employee is not vaccinated, they will need to get a weekly COVID test (will most likely not offer it onsite)<br></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 Lynn! Some follow up questions:<br>1. are the 3 types of workers an employee choice, based on manager approval, or any parameters?<br>2. Do you have a mask policy for in-office workers or any other health protocols?<br>3. Have you adjusted your perks for these selections, for ex. internet or home office stipend for remote workers, in-office food/health wellness, etc</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">Absolutely – happy to share anything more that is helpful!<br>1. There is a small number of employees that have been deemed office based – due to their role in the company. These are employees that hold roles such as a receptionist, facilities worker, etc. – and this was decided by management based on their role. Employees do have the option to self-select into being an office based employee if they want to be in the office - if this is the case, they will receive an assigned workspace. If an employees was previously a home based employee – that will remain. All other employees will be defaulted as hybrid. <br>2. For the time being, employees will be required to wear masks in the office. This is something that we’ll be watching and change when it makes sense. <br>3. All employees received a one-time amount of money at the beginning of the pandemic to setup a workspace at home (new employee hired received it to).  As we start opening offices – only home based workers will have a stipend to cover internet and other costs.  <br></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 Lynn! This is all similar to our initial plan but we want to continue doing our research and benchmark against others. Everyone has a different approach to this!</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">Hi Adrianne, Lynn - do you all have a view on what &quot;hybrid&quot; will mean for those not required to be in the office and those who are not remote?<br><br>We are working on the recommendations for teams and managers as most of our teams are &quot;hybrid&quot;</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">If anyone has an actual doc on how you are talking about this that you&#x27;d be willing to share as an example I&#x27;d very much appreciate. All the above info is super helpful. Thank you!</div> </div>
Mike Maseda

Does anyone have any good resources/courses on reviewing legal documents? I’ve had some experience, mostly industry dependent on things to look out for, but with the CoS role being so broad I’m curious how others think about their part in reviewing agreements, ndas, etc.

Mike Maseda

Does anyone have any good resources/courses on reviewing legal documents? I’ve had some experience, mostly industry dependent on things to look out for, but with the CoS role being so broad I’m curious how others think about their part in reviewing agreements, ndas, 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">Following!</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">If it&#x27;s high risk or mission critical, I budget time with lawyers to get it formally reviewed. Otherwise I make sure there&#x27;s a second set of eyes on anything I&#x27;m signing off on. Haven&#x27;t found any specific courses that would help, but keen to hear of any!</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 use a fractional legal service (individual GC) at a fixed monthly rate for about 16 hours/month. There’s no nickel and diming, he’s flexible and responsive, and it’s cost effective. It’s a great model for us. </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">I use Draftable when I&#x27;m assessing legal documents that are either a renewal agreement or when the other party is making edits to our pre-existing agreements. It helps cut downtime and is really easy to use.<br><br><a href="https://draftable.com/compare">https://draftable.com/compare</a><br><br>I typically use it for rental agreements and NDAs. Hope it helps.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d80e620519e7ae7fa241e42568fb455d/2f3480c0/0.jpeg" loading="lazy" alt="Mike Maseda" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/mike-maseda" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Mike Maseda</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks everyone for your responses! All super helpful 🙂</div> </div>
Dave Mekelburg

does anyone have any good post-acquisition playbooks for integrating the teams and workstreams?

Dave Mekelburg

does anyone have any good post-acquisition playbooks for integrating the teams and workstreams?

<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">congrats btw Dave!!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a071b3b621a74d95ada91473861b3efd/bca146a2/DaveMekelburg.jpeg" loading="lazy" alt="Dave Mekelburg" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dave-mekelburg" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dave Mekelburg</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">haha. thanks @scott!</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">sharing a basic checklist on the people side</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">would love to see anything you get back too !</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/a071b3b621a74d95ada91473861b3efd/bca146a2/DaveMekelburg.jpeg" loading="lazy" alt="Dave Mekelburg" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/dave-mekelburg" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Dave Mekelburg</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">awesome - thank you, @milana.shapira!</div> </div>
Olivia Papa

Hello!

We are looking to offer LD programming to both our Leadership team and all People Managers, but our people team doesn't have the expertise or bandwidth to design and run these trainings. Does anyone have suggestions for how to create an LD curriculum for leaders + managers in the absence of internal people resources? Are there any organizations that facilitate great sessions for new managers (e.g., how to run 1:1's, performance reviews, etc.)?

Olivia Papa

Hello!

We are looking to offer LD programming to both our Leadership team and all People Managers, but our people team doesn't have the expertise or bandwidth to design and run these trainings. Does anyone have suggestions for how to create an LD curriculum for leaders + managers in the absence of internal people resources? Are there any organizations that facilitate great sessions for new managers (e.g., how to run 1:1's, performance reviews, etc.)?

<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">We have used lifelabs for feedback and interviews trainings in the past!</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">CultureAmp has a partnership with LifeLabs! We just got a demo yesterday and it seemed like the build out of manager training was pretty robust in addition to feedback, performance reviews and surveys!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We use Culture Amp. It&#x27;s an incredible resource for the things you mentioned above. I use these resources when we do our bi-weekly &quot;Manager&#x27;s Community of Practice&quot;. This a forum for all people manager&#x27;s where we talk about people mgmt, company decisions/initiatives etc. So not necessarily training but we do download one of their many playbooks and use it for training. Perhaps this can supplement the out-sourced training.</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">Thanks! Super helpful 👍</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">The lifelabs manager training is great. For other initiatives internally, we’ve created cross-functional “centers of excellence” to build and deliver trainings. </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">We hired Arden Consulting to come in and do all of this for us. Started with Executive leadership and am now working with our middle management tier.</div> </div>
Charles Graham

Team - revisiting the much discussed EA discussion. I have now got a view on what a good JD looks like, and planning a restructure of all the EAs for my leadership team (currently 1:1 relationship on 14 leaders) - and interested if anyone else has done similar changes, and has some more radical thinking on how best to run office / executive support for a leadership team!

Charles Graham

Team - revisiting the much discussed EA discussion. I have now got a view on what a good JD looks like, and planning a restructure of all the EAs for my leadership team (currently 1:1 relationship on 14 leaders) - and interested if anyone else has done similar changes, and has some more radical thinking on how best to run office / executive support for a leadership team!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi @csgraham94 - What do you mean by restructuring? Moving away from 1:1 relationships? Adjusting scope? Or levelling up in terms of ambassadorship for their exec and their teams/proxy etc.?</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2fc36040bb889d48f8ae62c5609cad3e/dd834129/Headshot.jpg" loading="lazy" alt="Charles Graham" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/charles-graham" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Charles Graham</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks @cher.timmins pretty much all of the above, levelling up skill sets and moving away from the 1:1 relationship.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks for clarifying. My path to CoS was via an EA (18+ years) and what I&#x27;ve done in the past was the following:<br><br>• Partner symbiotic craft relationships i.e Sales and Marketing, Technology and Tech Strategy (Product, Innovation, Consultants), Operations and Finance, DevOps and Machine Learning, Quality and Delivery, Visual and UX Design etc. <br>• Moved the EA role from strictly task focussed to a more operations role - metrics and reporting based. They are digging deep into the craft, streamlining reporting and the way those crafts fit/work within the digital operating model of the company. <br>• We called the role Business Partner, Sales and Marketing or Sales and Marketing Ops for example.<br>• Added ambassadorship and proxy to that role as well. So they act as liaisons for the Business Partners, they mitigate issues, remove blockers and make sure that their exec and their teams have full visibility across the organization. <br>• Had a weekly scrum mtg weekly to level set, mitigate issues etc. <br>Essentially it was EA plus - the intersection between an EA and a CoS but manager level. I hope this helps. Happy to chat more.</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">Just adding to the above that these types of changes typically require coaching for the executives, especially as they lose the 1:1 level support.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">100% agree! Thank you! A transition plan needs to be clear; what tasks will and wont be done, ownership of those tasks etc., how do we work together moving forward, boundaries, personal tasks etc.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2fc36040bb889d48f8ae62c5609cad3e/dd834129/Headshot.jpg" loading="lazy" alt="Charles Graham" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/charles-graham" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Charles Graham</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks both @cher.timmins and @lindseyanneosullivan - really interesting ideas and important points to note. Out of interest with these changes - did you change the reporting lines of the EAs into an Office Manager type role or did so you leave the EAs reporting into a relevant Exec? </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’d leave reporting lines direct to a relevant exec but it should be clear that there is one “manager” if there are multiple execs receiving support from a single EA. </div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/e2479923f49ff12a631af8d2e73ca18b/b873d761/dEIArB58yYwt0YoCUNJUWnU7_UZY71LpTWbHifuYnnmswHvwKhBuK5F2GNNtJECiEz3Pq5-Ik4loNtcY7_0IxqIybd2azG4fGQ8Oe-mEdxhnDFZG3F7Ai92xDWKRVkYkO1M8Ozp6aPE4B-9oUeGfBobjjzj50o7cJhtyGJ2of1c" loading="lazy" alt="Cher Timmins" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/cher-timmins" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Cher Timmins</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">In my case, we did change their reporting lines. They all reported into the CEO&#x27;s EA whose titled change to Administration Manager, Office of the CEO. This person was responsible for the front office as well. Then there was one person (with input of those execs) responsible for performance mgmt and career growth of those other EAs.<br><br>With that being said, and to @lindseyanneosullivan&#x27;s comment above, its really what is going to work for your company. I can see the change of reporting lines getting confusing, disruptive, and less effective for the EA/Exec partnership. But for us, at the time, it worked.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b9a614d8198721397b234b61314d1c92/2ab5643a/Cityblock_Headshot__condensed_square_.jpg" loading="lazy" alt="Winston Huang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/winston-huang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Winston Huang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">our company is doing the same thing as Cher, where the CEO&#x27;s EA manages the other EA, and also reports to me as the CoS</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b9a614d8198721397b234b61314d1c92/2ab5643a/Cityblock_Headshot__condensed_square_.jpg" loading="lazy" alt="Winston Huang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/winston-huang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Winston Huang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">but we&#x27;re also thinking about whether for some types of EA roles that are more senior, whether we make those more decentralized reporting direct to the exec, especially if that type of EA is dedicated only to 1 exec.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/2fc36040bb889d48f8ae62c5609cad3e/dd834129/Headshot.jpg" loading="lazy" alt="Charles Graham" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/charles-graham" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Charles Graham</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks all - I’m thinking of the change in reporting mostly to allow more attentive management, which the Exec’s can’t offer. @winston.huang7 thanks for insight on your structure, makes a lot of sense</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">As a former EA, I&#x27;d just be careful you&#x27;re not structuring the EA team to feel like a secretary pool... The relationship an admin has with their principal is pretty important and while a more senior EA could mentor junior EAs, it&#x27;s easier to represent &quot;the office of X&quot; if you&#x27;re able to establish the necessary relationship with X.</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">@winston.huang7 and @csgraham94 as someone who was once an EA, has hired over 100+ EAs, and has managed EAs, and now as a Head of HR, I can give you the pros and cons to each side. Happy to set up time to discuss. DM me if you would like to. Disregard if you have everything you need and are all good.</div> </div>
Sophia Chen

Team — I have a a few questions about Town Halls / All Hands. Does your organization distinguish between the two. If so, how so? What is a typical Town Hall agenda vs. All Hands agenda?

Sophia Chen

Team — I have a a few questions about Town Halls / All Hands. Does your organization distinguish between the two. If so, how so? What is a typical Town Hall agenda vs. All Hands agenda?

<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 don’t distinguish…. we do a monthly company wide all hands.<br>• CEO Welcome<br>• Staffing Update (new hires, promotions, losses)<br>• Benefits minute (HR updates)<br>• Stories from our sales team or Services team (customer stories)<br>• Leadership updates (financials, where we are with our Strategic plan, etc)<br>• Volunteer minute about a staff experience volunteering (we participate in the <a href="https://www.skuid.com/company">1% pledge</a>)<br>• Employee of the month (and quarter)<br>• Q A</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">For us, All Hands is a full company update every other week. In the leadership meeting the day prior, we determine who will give what updates - trying to balance transparency and providing opportunity to others in the business to present. We had previously tagged an extra 30 minutes onto one All Hands a month to answer previously submitted, anonymous questions in a Town Hall format - while remote, we&#x27;ve moved to just ending each All Hands with Town Hall questions (if submitted), so it&#x27;s become for of a segment of the All Hands vs. a standalone meeting.</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 do a monthly 60 minute All Hands for 500+ staff and try to tie it to our strategy as much as possible. We have high attendance (~80% in the US winter months, this drops to about ~65% in the US summer months because the time zones with Australia don&#x27;t work so well). We cover:<br>• Feature a department leader who walks through B2B B2C user growth numbers, showcasing how their department is moving the needle to keep these numbers climbing<br>• CEO welcomes new hires and celebrate anniversaries <br>• CFO or VP Finance walks through company performance and financials<br>• Member of our exec team or leadership team presents on a topic aligned to our strategy or OKRs. Use this to highlight progress, celebrate wins, and give a view into how we&#x27;re achieving our strategy. <br>• Our CEO wraps the All Hands up with what is top of mind for him with a focus on priorities, challenges, and some inspiring words to get employees pumped about the month ahead. <br>• I then host QA at the end</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’ve iterated on this a lot over the years and have made these more collaborative and interactive rather than a few CXOs presenting out. Our current approach is that we do a monthly town hall (optional attendance) and a quarterly all hands (mandatory).<br><br>The Town Hall (1 hr) includes:<br>• Break out discussions on a theme related to our work / mission, the idea being is to foster connections and sharing - this has been particularly appreciated given our remote-only context right now<br>• 1 deep dive led by a team lead or manager on a specific topic tied to departmental work and strategy<br>• 1-2 Key org updates related to important efforts underway based on where we are in the year (for ex we’re currently hiring our next CEO so for the last few months, we’ve been sharing transparent updates on the hire process)<br>• Open QA (we also have an anonymous QA form gathering questions in advance which get answered verbally on the town hall as well as added to a Notion page for future reference) <br>The quarterly All Hands (1.5 hrs) includes:<br>• Spotlights on notable achievements and initiatives across the org over the past quarter led by people owning these initiatives - the goal being to celebrate these publicly and diversify voices presenting on the all hands<br>• A look at org performance and progress against our annual goals and metrics over the last quarter <br>• Celebrating team evolution and growth - new hires, role changes etc.<br>• Housekeeping - typically announcements from People Internal Operations teams<br>• Final thoughts from the CEO, and any QA</div> </div>
Steph Shaw

Hi All! We are rolling out ORKs firm-wide to about 250 people. Anyone have an OKR training deck they are willing to share? Thanks!

Steph Shaw

Hi All! We are rolling out ORKs firm-wide to about 250 people. Anyone have an OKR training deck they are willing to share? Thanks!

<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">What do you need the training to cover, and who is the audience? How far are you rolling OKRs down (to departments, down to teams, down to individuals?). I don’t have a deck, but I have a few things I might be able to share with you depending on what you’re trying to achieve</div> </div> <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">Not a training deck specifically, but you can find loads of material in here: <a href="https://mcleanonline.medium.com/the-best-okr-reading-list-in-the-world-4344fb4781f7">https://mcleanonline.medium.com/the-best-okr-reading-list-in-the-world-4344fb4781f7</a></div> </div>
Matthias Cramer

Hi everybody, does someone has role descriptions/definitions or guidance of your director / VP roles? We currently are in a process to give more guidance to their roles.

Something along the lines of:

• Strategic planning horizon: 12-18 months

• Collaboration and alignment between different departements

• What kind of decisions they take ...

Matthias Cramer

Hi everybody, does someone has role descriptions/definitions or guidance of your director / VP roles? We currently are in a process to give more guidance to their roles.

Something along the lines of:

• Strategic planning horizon: 12-18 months

• Collaboration and alignment between different departements

• What kind of decisions they take ...

<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">following this as also keen to define!</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">This is a great resource: <a href="https://paper.dropbox.com/doc/Level-and-Step-placement-guide-dfXRUlxFYuvmEQ7FTU3qc">https://paper.dropbox.com/doc/Level-and-Step-placement-guide-dfXRUlxFYuvmEQ7FTU3qc</a></div> </div>
Josephine Conneely

Hi all - does anyone have any recommendations on how to get up to speed on all things Product Management related very quickly? Ideally looking for overview books/blogs/short courses/videos etc rather than something more intensive.

Josephine Conneely

Hi all - does anyone have any recommendations on how to get up to speed on all things Product Management related very quickly? Ideally looking for overview books/blogs/short courses/videos etc rather than something more intensive.

<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">Here&#x27;s a great list of books: <a href="https://www.teamgantt.com/blog/project-management-books"><a href="https://www.teamgantt.com/blog/project-management-books">https://www.teamgantt.com/blog/project-management-books</a></a><br><br>And the &quot;This is Product Management&quot; podcast is also good if you&#x27;re trying to go a bit deeper</div> </div> <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">see also: <a href="https://producthustlestack.co/">https://producthustlestack.co/</a></div> </div> <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">and: <a href="https://trello.com/b/28aMtFQp/pete-anderson-product-transformation-learning-content">https://trello.com/b/28aMtFQp/pete-anderson-product-transformation-learning-content</a></div> </div>
Ali Rohde

Hey all, am looking to become more organized, and looking for a virtual coach to help me (I was inspired by the GTD coach I read abt in @jacob.chai18’s member spotlight!).

Any recommendations?

Ali Rohde

Hey all, am looking to become more organized, and looking for a virtual coach to help me (I was inspired by the GTD coach I read abt in @jacob.chai18’s member spotlight!).

Any recommendations?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/d80e620519e7ae7fa241e42568fb455d/2f3480c0/0.jpeg" loading="lazy" alt="Mike Maseda" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/mike-maseda" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Mike Maseda</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hi Ali! I’ve heard good things about Building a Second Brain <a href="https://www.buildingasecondbrain.com/">https://www.buildingasecondbrain.com/</a>. I think it pulls on a lot of the same principles as GTD</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">I spoke with the CEO of SoundingBoard and she was great! <br><br><a href="https://www.soundingboardinc.com/"><a href="https://www.soundingboardinc.com/">https://www.soundingboardinc.com/</a></a></div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/17eb2400f46d6f5947a2891e7e7604cc/96ebce76/AliRohdeLinkedInPhoto.jpg" loading="lazy" alt="Ali Rohde" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/ali-rohde" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Ali Rohde</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">These look great, thanks @mmaseda32 and @sibi!!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/5fe36d4dbe9b5d83444430f6f93677a1/ca7829f7/Jacob_Chai_Headshot.jpg" loading="lazy" alt="Jacob Chai" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jacob-chai" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jacob Chai</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Building a second brain has some great content! Second that </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">Getting an amazing Exec Assistant is also a solution!</div> </div>
Olivia Papa

Hello! I'm working toward a set of recommendations for improving internal communications at our company. We're ~135 people, remote-first , and have very few formal comms practices in place. Anyone open to chatting for ~15-20 minutes on what they've seen work well at their companies? :slightly_smiling_face: Feel free to reply or DM me! Also, very open to reading your best articles / docs. Thank you :pray:

Olivia Papa

Hello! I'm working toward a set of recommendations for improving internal communications at our company. We're ~135 people, remote-first , and have very few formal comms practices in place. Anyone open to chatting for ~15-20 minutes on what they've seen work well at their companies? :slightly_smiling_face: Feel free to reply or DM me! Also, very open to reading your best articles / docs. Thank you :pray:

<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">My one tip: get folks to submit user manuals!<br><br>I had the CEO do it first so 1) folks know this is an important initiative and 2) people ALWAY wanna know how the CEO thinks, etc<br><br>Happy to share our Notion template for inspiration if you&#x27;d like!</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">I&#x27;d love to see your template! Also totally agree on point #1 - great way to indirectly drive participation</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"><a href="https://www.notion.so/earnestcapital/Sibi-s-User-Manual-ee9657be394c4fe9943f072cb2224880">Here it is! </a>Super simple but packed with insights that I continually come back to (along with the team)!<br><br>Another pro-tip once you have these? Share them with potential hires! People really like hearing from the people they&#x27;d work with before they work with them!<br><br>&quot;Joining Sibi&#x27;s team? Learn about him from his user manual in his own words!&quot; &amp;lt;&amp;lt;&amp;lt; heavily underrated</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">hey @sibi - this is cool! beyond the CEO, how does it work? Do people publish this information somewhere, or do they do this exercise every time they work with someone new?</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">@milana.shapira I had everyone in the company do it + cc&#x27;ed the CEO&#x27;s for impact. The final info is hosted in our team&#x27;s Notion space (our internal workspace) for folks to look through. They can update whenever theyd like + I have personal recurring calendar note to mention User Manuals once a quarter to keep em fresh :+1::skin-tone-4:</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">Super cool, thanks! One last question @sibi - how big is your company? Wondering how scalable this is, or how one might change it for a growing org?</div> </div>
Winston Huang

Do folks have any recommendations for good org chart visualization tools that link to HRIS software? We’re looking at PingBoard and ChartHop — curious if folks have thoughts on them, or would recommend any others

Winston Huang

Do folks have any recommendations for good org chart visualization tools that link to HRIS software? We’re looking at PingBoard and ChartHop — curious if folks have thoughts on them, or would recommend any others

<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">We use PingBoard and have been pleased. I can’t say I use it A TON but it’s been good when needed.</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&#x27;m eyeing ChartHop... we&#x27;re on Pingboard but I think we can do more w/ CH</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b9a614d8198721397b234b61314d1c92/2ab5643a/Cityblock_Headshot__condensed_square_.jpg" loading="lazy" alt="Winston Huang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/winston-huang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Winston Huang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">ooo nice -- can let ya know how my demo calls go with both of them. CH also seems to have good venture funding, which might suggest something about team differentially</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">We use LucidChart and it seems to work pretty well</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">Sapling</div> </div>
Sarah Reisch

Hi all. I work for a software company and am curious what departments your customer success/support and account management teams are nested under, if not a department of their own? We’re discussing sales, product, and ops as possible lead departments and have reasons why each of those may or may not be the best move. Curious what you all decided and why.

Sarah Reisch

Hi all. I work for a software company and am curious what departments your customer success/support and account management teams are nested under, if not a department of their own? We’re discussing sales, product, and ops as possible lead departments and have reasons why each of those may or may not be the best move. Curious what you all decided and why.

<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">Ours reports direct up to the COO mostly due to a function of the size of the team and the available leadership capability and timezones we have to operate in. (So effectively a department of their own). I&#x27;ve always figured they should be separate, so that they have autonomy and independent authority. This lets them push back on other departments or drive forwards as they need to, without feeling like they&#x27;re subject to another team&#x27;s (often conflicting) goals.</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">Thanks, Nicola!</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">hi Sarah! Similarly to Nicola, currently they run up to the COO, but we&#x27;re actually preparing to move Account Management CS to sit under a CRO (who will manage sales marketing as well) and leave customer support (reactive) to sit with ops. Happy to discuss why we&#x27;re moving that way!</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">Thank you!</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">Our CS team reports through Product at <a href="http://www.moveworks.ai">www.moveworks.ai</a></div> </div>
Winston Huang

Has anyone built any case study prompts used to interview Senior EAs?

Winston Huang

Has anyone built any case study prompts used to interview Senior EAs?

<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">I believe @emily467 is currently hiring some EAs right now for her execs. Perhaps she may have some advice?</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&#x27;m going to be working on a prompt this week! Happy to chat with you Winston if you want to bounce ideas off each other. Right now I am starting from Square 1.</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">Ironically, I&#x27;m now in a similar boat. Would love to hear if either of you (Winston and Emily) have any ideas on potential case study questions! 🙂</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">Winston shared some great ideas with me that I turned into a prompt. Happy to send it your way!</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">That would be great. Thank you both!</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">@nabil.uddin<br><br>If you all get stuck, feel free to ping me.<br><br>This is a VERY unique role that is costly to get wrong.<br><br>I’ve hired over 100+ EAs and Chiefs of Staff.<br><br>My firm, <a href="http://www.tackadvisors.co">www.tackadvisors.co</a> specializes in this.<br><br>Let me know if I can be of service to you.<br><br>References available, and we partner with a handful of VC firms’s Talent teams as well for their portfolio companies. (Meaning we are on their preferred vendor lists.)</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b9a614d8198721397b234b61314d1c92/2ab5643a/Cityblock_Headshot__condensed_square_.jpg" loading="lazy" alt="Winston Huang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/winston-huang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Winston Huang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thanks Al-Husein!</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

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>
Michelle Cahn

Looking for any guidance on running monthly strategy/KPIs reviews with an exec team. We have weekly syncs where we go over progress/status updates but we want to put together a more formalized "Monthly Business Review." Any guidance/thoughts would be appreciated!

Michelle Cahn

Looking for any guidance on running monthly strategy/KPIs reviews with an exec team. We have weekly syncs where we go over progress/status updates but we want to put together a more formalized "Monthly Business Review." Any guidance/thoughts would be appreciated!

<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">Hi Michelle -- our process isn&#x27;t perfect, but happy to share what we do.<br><br>In the last week of every month our Execs and our department heads come together for our Operations Finance review. This is a pretty long meeting which mostly focuses on working through strategic issues, but we spend about 90 minutes reviewing the performance of the business, quarterly outlook, key metrics, and progress against our company level and department level OKRs.<br><br>Ahead of the meeting I&#x27;ll evaluate where there are red flags and reach out to the relevant Exec leader or department head. I get them to talk through the blocker or issue in the meeting, and as a group we&#x27;ll collaborate on a possible solution. We do this for our OKRs, KPIs, and strategic issues.<br><br>We have this meeting at the end of the month, 7-10 days before our monthly board calls. We time it this way as often what is discussed in the Ops Meeting forms part of the meeting agenda.<br><br>Hope this helps, but if you have any questions I&#x27;d be happy to chat further.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/8a8a0fe4f0e12eab89427bb14876b9ba/410f51f4/1565485148177.jpg" loading="lazy" alt="Michelle Cahn" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/michelle-cahn" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Michelle Cahn</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">super helpful thank you sara!</div> </div>
Josephine Conneely

We’re considering moving away from quarterly OKRs and adopting this 6 month / 6 week planning cadence made famous by Youtube instead. Does anyone have experience running this type of model? If so, any guidance / learnings would be much appreciated!

Josephine Conneely

We’re considering moving away from quarterly OKRs and adopting this 6 month / 6 week planning cadence made famous by Youtube instead. Does anyone have experience running this type of model? If so, any guidance / learnings would be much appreciated!

<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&#x27;re also shifting in this direction. Shishirs doc is <em>amazing.</em> We haven&#x27;t made the jump from annual planning to 6mo yet, though. That seems like one of the bigger lifts</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3809594e4144ba9b5f31f3efeb4b6ac6/49ef7089/Screenshot_2021_01_14_at_16.55.37.png" loading="lazy" alt="Josephine Conneely" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/josephine-conneely" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Josephine Conneely</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">It’s such a great doc! Some pushback I’m receiving now is on why do we need all teams to align to the same sprint cadences. We’re a relatively small company (70 people) so we don’t have a high level of admin overhead when it comes to planning. Instinctively I think that having everyone work towards the same cadences has a beneficial organisational effect (celebrate end of cycles together, ease dependency planning across teams as we work on similar time frames etc ). Practically speaking though I don’t think it would really result in a huge difference at our scale. I’d love to hear from anyone that has experience with this more rogue style of planning! </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">following!</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">@josephineconneely @analytics i’m considering making this jump as well to help our team adjust to fast moving priorities and would love to get some feedback on how the implementation of this went for both of you how you retrofitted shishirs doc to work for your companies! how is it going so far?</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;m going to run the 6mo portion Oct-Nov, so we&#x27;ll see!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3809594e4144ba9b5f31f3efeb4b6ac6/49ef7089/Screenshot_2021_01_14_at_16.55.37.png" loading="lazy" alt="Josephine Conneely" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/josephine-conneely" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Josephine Conneely</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey @monica. We’ve just completed our first cycle so it’s too early to draw long term conclusions but it has gotten off to a positive start! It’s definitely helped drive momentum and concentrate focus in Product and within Commercial teams. Little has currently changed in other teams. On of the big advantages is that in introduces more natural surges and down periods into our operating rhythm. We previously used to have 4 end of quarter pushes in a year. We now have 6 end of cycle pushes with dedicated rest/innovation/downtime afterwards to help recharge teams. We’ve kept the approach admin light so it’s less cumbersome than our previous OKR model. We do less centralised planning now and have more autonomous teams so overall I would say it’s been positive so far. </div> </div>
Caitlin Bartlow

We’re looking to survey our exec team to get a pulse on what’s working and what’s not working to help inform the agenda for an offsite / potentially some leadership training. Does anyone have a survey about team work, collaboration, communication, etc. that they’d be willing to share? Or any good resources to reference? Thanks!

Caitlin Bartlow

We’re looking to survey our exec team to get a pulse on what’s working and what’s not working to help inform the agenda for an offsite / potentially some leadership training. Does anyone have a survey about team work, collaboration, communication, etc. that they’d be willing to share? Or any good resources to reference? Thanks!

<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">I&#x27;ve used the Lencioni 5 dysfunctions survey, and the Spotify leadership team health check</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/faa42a61b93134fde660010930023335/c029cf68/4F84BE51_EEF7_4F63_A01B_C908B4818ACD.jpeg" loading="lazy" alt="Caitlin Bartlow" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/caitlin-bartlow" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Caitlin Bartlow</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">thanks @mcleanonline!</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">Same, Lencioni </div> </div>
Sarah Reisch

A question for those of you with fully remote teams - do you offer allowances for team members to use on co-working spaces? Why or why not? If you do offer the perk and would be open to sharing how much, that would be excellent. Thanks!

Sarah Reisch

A question for those of you with fully remote teams - do you offer allowances for team members to use on co-working spaces? Why or why not? If you do offer the perk and would be open to sharing how much, that would be excellent. Thanks!

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3809594e4144ba9b5f31f3efeb4b6ac6/49ef7089/Screenshot_2021_01_14_at_16.55.37.png" loading="lazy" alt="Josephine Conneely" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/josephine-conneely" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Josephine Conneely</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey! I work for a remote company and we offer each team member at £250 per month WFH allowance. They can use this to pay for co-working spaces, subsidised some costs associated with working from home e.g. % of internet bill and also use it to improve their work environment e.g buy a plant, standing desk etc. We also have a subscription with a rental furniture company that they can use their allowance towards for high cost items. </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">Thanks for the info, Josephine!</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;re a hybrid team but we offer $150 per month for fully remote teammates to use on co-working spaces, commute, or home office set up. We have a separate communication allowance provided to all teammates so that&#x27;s excluded here.</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">We offer the following with regards to WFH expenses - nothing explicitly for coworking, but the below allowances can be applied to coworking:<br>• $850 one-time reimbursement for workspace setup (when joining the company)<br>• Cell phone: up to $100/month<br>• WFH expenses (coworking, internet, coffee, etc.): $95/month</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">Thank you for the info!</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">For smaller teams or for execs, I strongly recommend joining and reimbursing for business clubs rather than co-working spaces.</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">For example in Austin, TX: <a href="https://thepershing.com/">https://thepershing.com/</a></div> </div>
Nabil Uddin

Does anyone have any good 'case study' questions for early business development hires? We're essentially trying to evaluate the decision-making abilities of some generalist candidates who may not have as much background in the healthcare industry.

Nabil Uddin

Does anyone have any good 'case study' questions for early business development hires? We're essentially trying to evaluate the decision-making abilities of some generalist candidates who may not have as much background in the healthcare industry.

<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">I have no insights, but I&#x27;m keen to hear any responses. I think this is an area we may explicitly look at growing capabilities in.</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">I used one for early-stage fintech which is similar - we basically had a quick paragraph before this describing a new business vertical that is B2B2C with financial institutions. This was the prompt after some brief context - we&#x27;ve done this case study with a couple of people so far and it has worked well. Since we are early-stage and this is the first BD hire, we need them to be able to take things all the way from idea to structuring to writing a scalable playbook and negotiating the deal.<br><br><em>We’ve asked you to evaluate this new opportunity. We don’t want to be too prescriptive, but at a minimum we’d like to get your recommendations on the questions below. We know you won’t have full context on the business, so feel free to make assumptions and highlight them.</em><br><br>1. <em>How would you price this product offering?</em><br>2. <em>How would you size the overall opportunity for us?</em> <br>3. <em>What would your pitch be to these potential partners?</em> <br>4. <em>How would you structure the agreements?</em><br>5. <em>How would you go about validating the opportunity quickly?</em> <br>6. <em>If validated, what would your broader strategy for penetrating this channel look like?</em> <br>7. <em>What are your overall thoughts on whether we should pursue this and/or how you would make that decision?</em><br></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">@aditisbhatia thank you so much for this! Very helpful</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/3d272dd6756af02701bf11337a77dc31/766b8428/IMG_20190318_WA0009_2.jpg" loading="lazy" alt="Archie Wood" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/archie-wood" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Archie Wood</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">When hiring for a &quot;strategy associate&quot; role, which is not dissimilar, I set candidates a market sizing exercise, using some data from a piece of internal company research. This turned out to be a very good discriminator, and cut down 15 candidates post CV screen to 3 for interview.<br><br>I asked them to send their findings back on a single slide<br><br>It wasn&#x27;t hard numerically, but a lot of candidates didn&#x27;t have a clue / approached it poorly.<br><br>For me also, it allowed me to look at written communication skills, which was important for the role.</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 Archie!</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/118c9ca4640a51a54e7e5ceaadde81a6/a71b8c86/IMG_3958.jpg" loading="lazy" alt="Jay Japra" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jay-japra" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jay Japra</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">For BDR hires, prior to any interview we have the candidates submit a &quot;Take Home&quot; as part of their application:<br>&amp;gt; Thanks for your interest in the BDR role at ProdPerfect! As the first step in our interview process, we&#x27;d like to see a writing sample from you, here&#x27;s the prompt:<br>&amp;gt; Please write up the first email in a cold outbound cadence in order to garner interest and get a meeting with the prospect. Feel free to make it about a product you know well or have pitched before.<br>&amp;gt; Pretend that XXXX (he&#x27;s our Director of Business Development, but you can pretend he has any job you want) is the prospect you’re cold emailing.<br>You could potentially do something more specific to healthcare or see if any of the generalist candidates are able to quickly adjust to making a healthcare pitch like this.</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 Jay!</div> </div>
Ali Rohde

Helping an early-stage founder working to hire his first software engineers. Any recommendations for good places to share the roles (besides AngelList and LinkedIn), or especially good technical recruiters or recruiting companies?

Ali Rohde

Helping an early-stage founder working to hire his first software engineers. Any recommendations for good places to share the roles (besides AngelList and LinkedIn), or especially good technical recruiters or recruiting companies?

<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">also interested in this!</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">My company is currently looking at recruiting 40+ engineers (ML, Full-stack, Front-end). Besides Linkedin (Job Slots with Linkedin Recruiter) and AngelList, we have used our recent PR effort to drive recruitment. Also, I have a meeting with Stack Overflow this, we are thinking Reddit Ads as well and we are meeting with SeekOut to see what their product can do for us. They have an AI-powered solution for dev recruitment. Can mean a lot of things! I’ll keep you posted</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">We also have a lot of success with sitting down with each engineer in the company and listing out the best engineer they have worked with at other places and poaching people. Some don’t like this practice, but with a competitive market that seems to be one of the only way to get top talent.</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">@alibrohde Just had a demo of SeekOut, most powerful tool for sourcing dev talent. You should check it out. <br><br>I am 90% confident we will buy it for us.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/17eb2400f46d6f5947a2891e7e7604cc/96ebce76/AliRohdeLinkedInPhoto.jpg" loading="lazy" alt="Ali Rohde" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/ali-rohde" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Ali Rohde</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Interesting! Had never heard of that. Have also heard good things abt Dover</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/02ecc68be9bf7c4ea6d2353820394723/fced5fb9/0.jpg" loading="lazy" alt="Johannes Olejnik" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/johannes-olejnik" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Johannes Olejnik</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We’ve used dover for a year+ now. I would not recommend it for Eng hires. We’ve hired a few people for it but all in non-eng roles. </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">Hired/Vettery has worked well for me, but they charge a placement fee of around 15%. I tried Underdog and SingleSprout which didn&#x27;t work out. I&#x27;m also working with a part-time recruiter who helped us get 2 senior software engineers in 6 weeks - I can check if she&#x27;s available to take on more work if that&#x27;s of interest. Feel free to DM me with more questions - I spent a lot of time on setting up technical recruiting and hired 3 engineers this year.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/17eb2400f46d6f5947a2891e7e7604cc/96ebce76/AliRohdeLinkedInPhoto.jpg" loading="lazy" alt="Ali Rohde" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/ali-rohde" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Ali Rohde</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">DMing you 🙂</div> </div>
Katya Levitan-Reiner

Hi all: I'm planning our initial cycle of OKRs and company-wide performance reviews. Does anyone have a good example of timing for starting and at various phases? We are on a June 30 FY close so will be kicking off soon.

Katya Levitan-Reiner

Hi all: I'm planning our initial cycle of OKRs and company-wide performance reviews. Does anyone have a good example of timing for starting and at various phases? We are on a June 30 FY close so will be kicking off soon.

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/56de1aabc134dd4b4c807881c00887e1/9b932b76/Headshot.jpeg" loading="lazy" alt="Josh Levitt" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/josh-levitt" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Josh Levitt</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">@katya.levitan-reiner For OKRs: our company did it in two phases.<br>• The first phase (where team leads came up with their KRs and product roadmaps) was about 1.5 months long<br>• The second (where the leadership team reviewed and gave feedback, and each team updated their KRs and roadmaps based on this feedback) was about 1 month long.<br>But you could probably get away with the first phase being 5 weeks and the second phase being 3 weeks</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">Thanks, Josh. Did you link to individual goals or company-wide performance conversations following these phases?</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 do ours over a 4-6 week period, depending on how quickly we&#x27;re moving:<br>• Week 1/2 - two leadership offsites to determine company level objectives first and then KRs (there are sometimes other strategy sessions/topics, depending on time of year, etc.)<br>• Week 3/4 - present company OKRs to full business, then each department goes away to determine their team level OKRs<br>• Week 5/6 -leadership team reviews all OKRs for alignment across the business and then ultimately presents simplified themes/focuses to the business, so everyone is aware who is focused on what<br>I&#x27;ll add that we review progress every other week in leadership meeting and the full business is required to score their OKRs monthly. We do not drop down to the individual level. ALSO, do not link OKRs to performance - you want individuals setting stretchy goals in the OKR process and if they&#x27;re rated/comped on OKRs, their a natural lean towards sandbagging! We run a separate, individual professional goal setting at the close. of each performance review cycle - so each individual sets their own goals/action steps for the following 6 months.</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">Super helpful -- thank you! I was thinking that we would not tie the individual goals to OKRs but wanted to make sure that timing lined up such that company and team level OKRs are set and visible to all before goal setting -- more for transparency and clarity on company direction than explicitly tying together, but I can see messaging around that being key.</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 totally talk about how individual work is driving towards company level or department level goals in reviews, but it&#x27;s not a pass/fail sort of thing. We DO tie executive bonus structure to OKRs - company and department level, weighted differently.</div> </div>
Lily Mintz

Hi All - I’m looking to hire an EA who will support my CEO and report to me. (This is backfill for an EA who left.) My recruiter and I are really struggling to source good candidates. Any reccs? Or specific EA’s you think would be interested in a new challenge!

Lily Mintz

Hi All - I’m looking to hire an EA who will support my CEO and report to me. (This is backfill for an EA who left.) My recruiter and I are really struggling to source good candidates. Any reccs? Or specific EA’s you think would be interested in a new challenge!

<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">is it okay if this person is remote @lilymintz210?</div> </div> <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">Trying really hard to avoid it. (We’d prefer NYC based.) But for an extraordinary candidate, maybe.</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">Hiring a good EA is SO hard. I have found success in one of two profiles - someone relatively junior, looking to transition into tech, willing to commit to the role for at last a year with the opportunity then to transfer to another dept, assuming stars align. The other profile is a super experienced career EA, looking for better work/life balance than some of their previous high demand principals have required - often burnt out from a space like the entertainment industry.</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">@lilymintz210 apologies for being late here, but I would like to know if you were successful in finding the right person for you and your Exec.<br><br>My firm, <a href="http://www.tackadvisors.co">www.tackadvisors.co</a> specializes in finding top 1% support staff for top 1% leaders. Our clients include over 2 dozen Fortune 100 companies, VCs, family offices, startups of 5 to 5000 employees, Youtube influencers, celebrities, and heads of state, etc.<br><br>We also provide coaching and training for newly hired EAs, or longtime EAs.<br><br>Let me know if I can be of service to you.</div> </div>
Emma Cahalane

Hey Team! Would love to get some input on a challenge I'm facing.

• We're a 10 person start-up and the founders want input from the team on company strategy/approach.

• Every week theres a new topic and lasts for 3 hours - feedback has been consistently mixed and I'm looking for ideas of how to approach these meetings.

• Sometimes we present, others we use Miro to get input/engagement

Any ideas of how to approach this differently please?

Emma Cahalane

Hey Team! Would love to get some input on a challenge I'm facing.

• We're a 10 person start-up and the founders want input from the team on company strategy/approach.

• Every week theres a new topic and lasts for 3 hours - feedback has been consistently mixed and I'm looking for ideas of how to approach these meetings.

• Sometimes we present, others we use Miro to get input/engagement

Any ideas of how to approach this differently please?

<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">What in particular are the pain points? Is it the amount of time, the topic, or the feedback you&#x27;ve been receiving - can you share any examples?<br><br>3 hours seems a long time, and it&#x27;s 1 topic a week - this seems like there isn&#x27;t enough momentum if you are trying to work on the strategy, especially if the team is 10 people?</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">Same questions as above plus every three weeks seems like too often and possibly distracting?</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">Here are a couple of formats that have worked at 2 early-stage teams I&#x27;ve been a part of:<br>1. Weekly 1 hour strategy meeting - we assign a different topic (e.g. sales strategy) and the person responsible for that function writes a short memo in advance explaining the strategy, decisions to be made, and open questions for discussion. The memo is shared in advance, people drop comments in Gdocs so the meeting leader can deal with small questions in advance, and the outcomes are documented with action steps.<br>2. Weekly 1 hour learnings and experiments meeting - we split the time between product and business, and each team brings a few learnings from the week on customer feedback/ product experiments we&#x27;ve been testing along with data and open questions. This has led to a good pace of iteration and feedback from everyone is incorporated into product and business strategy quickly.</div> </div> <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">Thx everyone<br>• Feedback has been very mixed - some people say they don&#x27;t want presentations but when we do interactive sessions on Miro, they ask for more structure so sometimes tough to please the group<br>• Mixed feedback on they want to be involved in the decisions and at the same time for the founders to make more decisions<br>• Agree on the frequency and the length should be changed</div> </div> <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">@aditisbhatia this is great! Do you do both every week? To the earlier points, I sometimes feels ours is too frequent</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">@emma these were at two separate companies actually, so I would recommend picking the one that resonates - the first option was at my previous job where larger strategic improvements were needed. The second is at my current company which is best for ongoing feedback. Happy to share more about the agenda and format, feel free to DM me any questions as well.</div> </div> <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">thx @aditisbhatia - really helpful!</div> </div>
Tanu Sharma

Has anyone considered to be an OKR Coach, or can recommend any certifications to become one? I am looking for ways I can bring this practice at work, moving from an MBO approach, and was thinking of becoming an OKR Coach myself. But we are not thinking about buying a software for that, and I saw some certifications come with that. If there are any, free of the software, or other ways to start bringing that practice, I am all-ears! TIA

Tanu Sharma

Has anyone considered to be an OKR Coach, or can recommend any certifications to become one? I am looking for ways I can bring this practice at work, moving from an MBO approach, and was thinking of becoming an OKR Coach myself. But we are not thinking about buying a software for that, and I saw some certifications come with that. If there are any, free of the software, or other ways to start bringing that practice, I am all-ears! TIA

<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">I don’t know anyone that has taken this specifically, but I’ve heard good things about Betterworks generally. <a href="https://www.betterworks.com/okrs/okr-certification-course/">https://www.betterworks.com/okrs/okr-certification-course/</a><br><br>One thing I’d caution though (and this came up a fair amount during our last QA with Kevin Fishner from HashiCorp), it’s rarely the OKR writing process that is the difficult part - instead its the ongoing review and reflection that makes or breaks the system.</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 worked with <a href="https://www.linkedin.com/in/lisbiabraham/">Lisbi Abraham</a> through one quarter of planning and it was very, very successful. I&#x27;m not clear that he&#x27;s still doing this work but would be happy to make an introduction.</div> </div> <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"><a href="https://www.okrscoach.network/">https://www.okrscoach.network/</a></div> </div>
Dave Mekelburg

has anyone revamped onboarding at a fast-growth org? would love to understand how people are tackling things like task distribution + automation, scheduling, and any helpful frameworks…

Dave Mekelburg

has anyone revamped onboarding at a fast-growth org? would love to understand how people are tackling things like task distribution + automation, scheduling, and any helpful frameworks…

<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">You want to get hold of a copy of &quot;Better Onboarding&quot; by Krystal Higgins from A Book Apart (<a href="https://abookapart.com/products/better-onboarding">https://abookapart.com/products/better-onboarding</a> though their site is down right now)</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">She is my go to expert for all things onboarding and how to work out how to make the most of your effort for impact.</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/118c9ca4640a51a54e7e5ceaadde81a6/a71b8c86/IMG_3958.jpg" loading="lazy" alt="Jay Japra" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/jay-japra" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Jay Japra</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Hey Dave, it isn&#x27;t fully inclusive and by no means is it automated, but we use <a href="http://Monday.com">Monday.com</a> for task/project management so created this board for general onboarding purposes. This is just an excel export, but within the actions and different links and action items that can be utilized for some self-onboarding vs. someone having to give access, which cuts some time. Sorry if not helpful, but happy to discuss further if it could be.</div> </div>
Charlotte Schmiegel

Hi everybody, happy Monday! Has anyone of you held a team offsite in London and has any recommendations to share? Thank you in advance! :slightly_smiling_face:

Charlotte Schmiegel

Hi everybody, happy Monday! Has anyone of you held a team offsite in London and has any recommendations to share? Thank you in advance! :slightly_smiling_face:

<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">for how many people? Our office manager is a veritable treasure trove for this stuff</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">Hey, thank you Max. We&#x27;ll be 15-20 people. 🙂</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">sorry it took a while – few recs</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"><a href="https://www.birchcommunity.com/meetings-and-event-spaces/">https://www.birchcommunity.com/meetings-and-event-spaces/</a><br><strong>Birch Community</strong><br><strong><a href="https://www.birchcommunity.com/meetings-and-event-spaces/">Co-working Meeting Rooms in Hertfordshire | Work, Meet, Hire</a></strong><br>Hire a meeting room in Hertfordshire. Host an event. Hang out in the co-working space. Or celebrate a wedding.<br>[5:00 PM] FF went to the Shoreditch Treehouse in 2020<br>[5:00 PM] <a href="https://www.shoreditchtreehouse.co.uk/">https://www.shoreditchtreehouse.co.uk/</a><br><strong><a href="http://shoreditchtreehouse.co.uk">shoreditchtreehouse.co.uk</a></strong><br><strong><a href="https://www.shoreditchtreehouse.co.uk/">Shoreditch Treehouse</a></strong><br>SECRET GARDEN LOFT</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">treehouse one was great and would be perfect for 15-20</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"><a href="https://breather.com/">https://breather.com/</a> – also had some good experiences on here</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">and lastly just had this one come recommended <a href="https://www.birchcommunity.com/">https://www.birchcommunity.com/</a></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">@maxbray95 Many thanks for your kind reply, it&#x27;s much appreciated.<br>Given the border restrictions for the UK and our distributed team, we had to put all plans on hold for now :woman-shrugging::skin-tone-3: Fingers crossed we can find a nice treat for the team. Have a good rest of your day!</div> </div>
Emily Zhang

Hi does anyone have a compensation consultant they would recommend?

Emily Zhang

Hi does anyone have a compensation consultant they would recommend?

<div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/b8da9e4a87b3f809df98a1eda3364e36/d3021ece/IMG_0277_3.JPG" loading="lazy" alt="Nazia Khan" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/nazia-khan" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Nazia Khan</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">We just did a comprehensive comp review post-acquisition and used Mercer, but this was lead by our People Team and I wasn&#x27;t very close to the actual work/convos. Happy to look into any specific questions you may have though.</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’ve used opencomp before and now we’re using Carta’s comp tool which is free if your company uses Carta- you just have to email them for access since it’s a new feature</div> </div> <div class="slack__response-card"> <div class="slack__author-info"> <img src="https://dl.airtable.com/.attachments/c1d8a41b1150f6edf21781783b5425a4/7344d7cb/1618113311674.jpeg" loading="lazy" alt="Emily Zhang" class="slack__author-img" /> <div class="slack__author-date"> <a href="https://www.chiefofstaff.network/members/emily-zhang" class="slack__author-link w-inline-block" ><h2 class="slack__author-name">Emily Zhang</h2></a > </div> </div> <div class="slack__rte is--reponse w-richtext">Thank you both!</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">@emily.zhang0104<br><br>My favorite comp consultant to date is: <a href="https://www.linkedin.com/in/phuong-thai-3332211/">https://www.linkedin.com/in/phuong-thai-3332211/</a><br><br>Tell her I sent you.<br><br>Carta’s comp tool is severely lacking based on our specific needs / use case, imho.</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">@anm ooh keen to know what is missing to see if it’s something we may have missed/should be taking into account, especially since we’re going through leveling right now!</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">@monica happy to have a call. Ping me separately or email me at <a href="mailto:madhany@gmail.com">madhany@gmail.com</a></div> </div>

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