Commit bead8c93 authored by Sarah Chapman's avatar Sarah Chapman Committed by Jeanne Rotenberry
Browse files

Update executive briefing and additional EBA process changes

parent cd095578

content/handbook/eba/_index.md

+6 −6
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@@ -26,7 +26,7 @@ Current executive support alignments can be found [here](https://docs.google.com 
| [Marketing](/handbook/marketing/)| **Linsea O'Shea**<br>Sr EBA |Laura Fagan (VP, Regional Marketing)<br>Özer Dondurmacioǧlu (VP, Product Marketing)<br>Andy Ramirez (VP, Growth Marketing) |

| [Marketing](/handbook/marketing/)| **Jazmin Cox**<br>Sr EBA | Lisa Boughner (VP of Corporate Communications)<br>Emilio Salvador (VP of Developer Relations & Growth) (On-Leave) |

| [People](/handbook/people-group/) | **Jenn Quinn**<br>Sr EBA | Rob Allen (CPO) <br> Marcy Tavano (VP of People Business Partners and Team Member Relations) |

| [People](/handbook/people-group/) | **Open**<br> | Allia McCrank (VP of Total Rewards)<br> Sherida McMullan (VP of Diversity, Inclusion and Belonging)<br> Jessica Dallmer (VP of Talent Acquisition)<br> Devin Rogozinski (VP of People Strategy and Engagement) |

| [People](/handbook/people-group/) | **Monica Battle**<br> | Allia McCrank (VP of Total Rewards)<br> Sherida McMullan (VP of Diversity, Inclusion and Belonging)<br> Jessica Dallmer (VP of Talent Acquisition)<br> Devin Rogozinski (VP of People Strategy and Engagement) |

| [Product](/handbook/product/) & [Marketing](/handbook/marketing/) |**Heather Hardowa**<br>Sr EBA | Manav Khurana (CPMO)|

| [Product](/handbook/product/) | **Lindsey Beyl**<br>Sr EBA | Jonah Sterling (Chief Design Officer)<br> Stuart Moncada (VP of Product, AI)<br> Oren Ben-Shaul (VP of Product Platforms) |

| [Product](/handbook/product/) | **Jazmin Cox**<br>Sr EBA (interim coverage)| Omer Azaria (VP of Product, Security & Compliance)<br> Anand Ahire (VP of Product, Core DevOps) |
@@ -37,7 +37,7 @@ Current executive support alignments can be found [here](https://docs.google.com 
| [Sales](/handbook/sales/) | **Kiran Gill**<br>Sr EBA | Dave Hayward (VP Revenue, Strategy & Operations)<br>Alex Picker (VP, Global Ecosystems) |

| [Sales](/handbook/sales/) | **Victoria Reinhardt**<br>Sr EBA | Brian Wald (Field CTO)<br>Michael Rooney (VP, Global New Business) |

| [Sales](/handbook/sales/) | **Claire Humphreys**<br>EBA | Duncan Greenwood (VP of Enterprise Sales) |

| [Security](/handbook/security/) | **OPEN**<br>Staff EBA  | Jorge Lopez (Acting CISO)  |

| [Security](/handbook/security/) | **OPEN**<br>Sr EBA  | Jorge Lopez (Acting CISO)  |

| [Security](/handbook/security/) | **Destiny Jenkins**<br> EBA  | Julie Davila (VP of Product Security) |



## Contact us
@@ -46,7 +46,7 @@ Please reach out to us via DM in Slack if you'd like to connect. 


## Meeting request requirements



If you would like to schedule a meeting with a Leader at GitLab, please slack the appropriate EBA in #eba-team with the following information (or DM if confidential):

If you would like to schedule a meeting with a Leader at GitLab, please slack the appropriate EBA with the following information:



1. Must have/optional attendees

1. Meeting type: internal prep, client facing/customer, prospective customer, etc
@@ -59,7 +59,7 @@ If you would like to schedule a meeting with a Leader at GitLab, please slack th 


Please follow the instructions above for scheduling a call with your customer, prospect or partner and an E-Group member at GitLab. Meetings with customers, partners and prospects require the following documents in order to schedule:



1. [Executive Meeting Request & Briefing Document](https://docs.google.com/document/d/17Sd8bjWsj30kvSqIMk1_crLwuBGBSHUjUybOknblOgM/edit?usp=sharing) should be used for all meetings with Customers, Prospects, or Partners and provided to the EA at the time of the meeting request. Select file > Make a copy to use this template and please make sure it is editable by all relevant parties. If you have any questions related to this document, please ping the Executive Business Administrator Team in #eba-team in slack.

1. [Glean Executive Meeting Request & Briefing Document](https://app.glean.com/chat/agents/e01a675cda3d451da6219aa029e3de3f) should be used for all meetings with Customers, Prospects, or Partners and provided to the EA at the time of the meeting request. Select file > Submit via glean agent. Please ensure you review and amend the document to reflect the purpose and primary focus of the meeting. The final product should be no longer than 3-4 pages. If you have any questions related to this process, please ping the Executive Business Administrator Team in slack. Optionally you may leverage the [Executive Meeting Request & Briefing Document](https://docs.google.com/document/d/17Sd8bjWsj30kvSqIMk1_crLwuBGBSHUjUybOknblOgM/edit?usp=sharing).

1. For meetings with any E-Group member, please complete the briefing document and submit your request in [#egroup-customer-meetings](https://gitlab.enterprise.slack.com/archives/C06EVDX2ZJQ) using the workflow in the channel.

1. For in-person customer meetings, please coordinate with the [respective EBAs](https://docs.google.com/presentation/d/1_tRO-5bDjcwUfqsLazfy4AcqeCLe8jOvDl04BHYlhEE/edit?usp=sharing) on aligning all visit details. If the requested GitLab Executive does not have an EBA, please work with them directly.
@@ -72,12 +72,12 @@ Please follow the instructions above for scheduling a call with your customer, p 


The process outlined below should be followed for requesting interviews with any executives. The Candidate Experience team and Executive Business Administrator team will adhere to a 24 hour working day SLA response time for scheduling interviews. Hiring is a top priority at GitLab and the team should prioritize interview requests.



1. The CES team will tag the [aligned EBA](/handbook/eba/#executive-business-administrator-team) in the private `#eba-team-interview-requests` slack channel with all the required details for the interview

1. The CES team will Slack the [aligned EBA](/handbook/eba/#executive-business-administrator-team) with all the required details for the interview

   - Executive needing to be scheduled

   - Length of Interview

   - Any special timeframes

   - Candidate Greenhouse link

1. Within the thread of the message, the CES team will include a copy and pasted view of the candidates availability with the timezone specified

1. Within the message, the CES team will include a copy and pasted view of the candidates availability with the timezone specified

1. The EBA can either:

   - Provide the time and zoom link (if applicable) to the CES in the thread of the message to have the CES schedule within Greenhouse and send the confirmation email

   - Navigate to Greenhouse to schedule the interview and then notify the CES team in the thread that the interview has been scheduled and the confirmation is ready to be sent. CEO and CRO scheduling is the exception and handled by the EBA to the CEO and CRO. Confirmations are sent directly from the EBA.