Leadership Cadence

Mattermost Leadership Team (MLT) consists of Mattermost department heads plus the CEO. Below is overview of key meetings.

MLT Daily Admin

The purpose of MLT Daily is to keep our team in sync and accountable.

In MLT Daily we can share:

Heads up

  • Share priority info, e.g. PR issue, customer escalation, product schedule change, etc.

FYI

  • Top FYIs for yesterday or today, e.g. key hire starting, handling escalation, notes from important meeting, etc.
  • Include links to detail for people to learn more

Asks

  • Ask MLT members for things, e.g. need input, need to escalate issue, ask for update, headcount plan past due, etc.

Time and People

  • Weekdays 8:31am SF time to 8:41am SF time with Mattermost Leadership Team

Process

Stand-Up Post

Before meeting use /standup command to post updates to peers in the channel of what’s important. If you post incorrectly, use the “Edit” option to update.

Most updates will look something like this:

##### Status Update for Tuesday 16 April 2019

- Met with Alice Evans from Gartner - [Notes posted](XXX)
- Carter Lee starts today as Director of BizOps 

#standup-20190416 #standup

If there’s a lot to talk about, use this format:

##### Status Update for Tuesday 16 April 2019

Heads-up 

- CTO of ABC Co escalating ask for custom SAML provider, blocking purchase. Need R&D's help 

FYI 

- Met with Alice Evans from Gartner - [Notes posted](XXX)
- Carter Lee starts today as Director of BizOps 

Asks

- @john.smith can you share where things are with the Twitter issue brought up yesterday?  

#standup-20190416 #standup

MLT Sync - 8:31am to 8:41am SF time

  • Meeting starts promptly at 8:31am SF time
  • Each MLT member has ~60s for updates
  • Meeting ends at 8:41am SF time

MLT Admin - 8:42am SF time to 8:55am SF time

  • 8:42am to 8:55am offers 14 minutes to talk through cross-team communication and administrative items outside of meeting
  • Use Zoom in DM channel or phone

MLT Weekly Tactical

The purpose of MLT Weekly Tactical is to keep MLT team on track to quarterly and annual targets.

Time and People

  • Tuesdays 10:00am SF time to 11:30am SF time with Mattermost Leadership Team

Process

MLT Daily - 10:01am to 10:11am SF Time

  • Daily check-in on administrative and hot topic items

Scoreboard Review - 10:11am to 10:45am SF Time

  • Review sales, marketing and support numbers to flag and discuss issues

Tactical Agenda - 10:45am to 11:10am ST Time

  • Talk through queued items, 5m max per topic. Resolve or find next step

Decisions/Actions - 11:10am to 11:20am SF Time

  • Agree on decisions and actions

Cascading Communications - 11:20am to 11:25am SF Time

  • Agree on what and when to communicate to directs and rest of company

MLT Monthly Strategic

The purpose of MLT monthly strategic meeting is to review and decide on strategic decisions

Time and People

  • Scheduled monthly for 3 hours with Mattermost Leadership Team

Process

The following outlines the process for monthly strategic meetings:

Materials Shared - before 9pm night before Monthly Meeting

  • Any materials for monthly agenda are shared prior to 9pm SF time before monthly meeting

Agenda - 0:00 Meeting Time

  • Agenda of strategic topics reviewed MLT and agreed upon
  • Topics are queued during weekly tactical in the month

Strategic Topics - 0:03 Meeting Time

  • Strategic topics discussed per agenda

Decisions/Actions - 2:30 Meeting Time

  • Agree on decisions and actions

Cascading Communications - 2:45 Meeting Time

  • Agree on what and when to communicate to directs and rest of company

MLT Planning

The purpose of target setting is to confirm targets, plan and budget for MLT departments for the period.

The MLT plan consists of:

  1. Company and department fiscal year 1-page V2MOMs
  2. Quarterly plan, in the context of fiscal year V2MOM
  3. Financial plan, including revenue
  4. Headcount plan

We’re currently focused on quarterly plans and will move to halves

Plan Expectations

  • Quarterly plans are locked for the quarter–Changeable only in MLT team meeting
  • Progress on quarter plans reviewed at the start of next quarter
  • Okay to reduce targets prior to 20 days before quarter end (except revenue & pipeline)
  • Quarterly plans are in context of annual V2MOM

Plan Process

Drafting MLT Plan

T-Minus 4 Weeks to announcement.

The following should happen within a 2 week period, with 1-2 iterations in each step:

  1. CEO discusses company and department V2MOMs 1-1 with department heads to ensure alignment
    • If applicable during the period, sales, CEO and finance set or adjust the revenue targets
  2. People meets with departments head to discuss current and future org structure
    • Include discussion on performance, potential and any FYIs
  3. Finance works with department heads to discuss headcount and program spend budget
    • Include budget variance
  4. Department heads social plans with their teams

Review WIP Plan

T-Minus 2 Weeks to announcement.

  • At Monthly Strategic Meeting:
    • WIP V2MOMs, quarterly plan and proposed orgs reviewed by MLT
    • MLT shares feedback on each V2MOM and quarterly plan
    • Cross-department dependencies documented
    • Draft agenda
      • Review of MLT Plan Process
      • Company V2MOM & Q2 plan
      • Sales V2MOM, Q2 plan and proposed org
      • R&D V2MOM, Q2 plan and proposed org
      • Marketing V2MOM, Q2 plan and proposed org
      • Customer Success V2MOM, Q2 plan and proposed org
      • Finance V2MOM, Q2 plan and proposed org
      • People V2MOM, Q2 plan and proposed org
  • MLT socializes updates to high-level plan with their departments

Finalize Plan

T-Minus 1 Week to announcement.

  • Company and V2MOMs updated given feedback
  • Financial plan adjusted
  • Headcount approvals published

Plan Shared

Week of announcement.

  • Company V2MOM shared at all-hands
  • Department V2MOMs are posted
  • MLT presents company plan to their departments

Quarterly Business Review

  • TBD

Board Meetings

  • Between 21st and end of the month
  • Scheduled 18 months in advance
  • Board deck is sent to Board 3 calendar days before Board meeting

Structure

  1. General session: Includes leads from Mattermost team, usually sales, occasionally CS, product
  2. Closed session: VP Finance and CEO update Board
  3. CEO and Board: Board gives feedback to CEO
  4. Board without CEO: Board discusses feedback among themselves, then one board member delivers feedback to CEO

Financial Planning

  • Once a year, with a mid-year refresh
  • 3 months from end of fiscal year