For each executive — and some department leaders — to discuss the key metrics of that department in order to:
Meetings are scheduled monthly starting on the 10th day after month end.
##Scheduling The EBA to the CFO is the scheduling DRI for the Monthly Key Meetings, with the exception of the Sales Key Meeting, the EBA to the CRO is the DRI for the Sales Key Meeting.
Required invites are the CEO, the CFO, and the function head. Optional attendees are all other members of the e-group. The meetings are open to all team members who are interested. The meetings are also to be livestreamed to GitLab Unfiltered.
Functions that have these meetings are:
If you would like to be added to a function's Key Meeting post in #key-meetings on Slack.
There are three meeting formats. The preferred meeting format leverages the KPI Slides project which uses Reveal JS to automate the slide preparation and leverages version control to provide a history of changes over time. Other teams leverage Google Slides for their meetings. Some teams leverage Sisense's existing automation functionality to prepare Google Slides with automated charts.
Also see First Post is a badge of honor.
Function DRIs are expected to use their function's Key Meeting deck and recordings for their scheduled Group Conversations. Group Conversations should follow Key Meetings, please see the Group Conversation schedule. The goal for these meetings are to discuss what is important and the decks should be the same. You can add additional slides to the Key meeting to give more context, not all slides have to relate to KPIs and OKRs. The difference between the two meetings is the audience, the GCs are for a wider audience of the entire company.
Key Meeting recording links should be shared in the #key-meetings Slack channel by the functional department EBA within 24 hours of a Key Meeting being completed.
The original demo and proposal of using the KPI Slide project is on GitLab Unfiltered (internal).
The KPI Slides project is a GitLab-internal project since it includes KPIs that are not public. Those slides are deployed to GitLab pages (also internal, you must have access to the project to see the website). Each group that presents has one markdown file with their KPIs. Every month, groups create an MR to update that markdown file. The following slides need to be updated with an MR:
The following Key Meetings are automated: (all links are internal)
To create these slides, you will need Editor access in Sisense.
Video with explanation of this meeting format (GitLab Internal)
Many functions or departments now have Performance Indicator pages that allow one to move top-to-bottom in the handbook to see both KPIs and PIs. Here is an example of the VP of Development presenting the Development Department's KPIs and PIs in advance of their monthly Key Meeting.
This method is ideal, as it is handbook-first and makes it easy for everyone to contribute. Commentary can be added via an MR to the data/performance_indicators.yml file. The executive summary section can help consumers of the information understand where to dig in futher.
The difficulty in using performance indicator pages for Key Meetings is for groups who have a signficant number of Performance Indicators that cannot be public. For folks looking to consume this information quickly, having to 2FA into Sisense to see the information can be frustrating. For functions or departments for which this is true, it is recommended to use a different key meeting format.
OKR slides should:
At the end of each meeting, all atendees should be able to clearly answer what we are trying to achieve and whether we are on track. The key meeting immediately following the close of quarter should address not only new OKRs but also provide a recap of what we have achieved in the previous quarter.