Demo org data v2

[markoa]

We created the initial demo data on a very tight deadline and after looking at it with fresh eyes, anticipating calls with potential users etc, I thought we should change it so it's mimics a company after product-market fit.

I've created sample data below that I hope will make the implementation straightforward. If there's anything I could do to make it smoother please lmk @shiroyasha.

Goals & Projects

1. Accelerate User Growth (Department: Marketing)

   • Monthly Check-in: "We're seeing positive traction in user acquisition, but our expansion into new markets is slower than anticipated. We may need to reassess our localization strategy."
   • 1.1. Increase User Acquisition
     • Success Condition: Achieve 20% month-over-month growth in new user signups (starting value: 10%, current value: 15%)
     • 1.1.1. Optimize ROI of ads
       • Success Condition: Increase conversion rate from ads to signups from 2% to 5% (starting value: 2%, current value: 3.5%)
       • Project: Refine ad targeting on social media platforms (Champion: Mike, Growth Marketer)
         • Weekly Check-in: "A/B testing is yielding promising results. We've identified key demographics that respond well to our ads. On track to meet our conversion rate goal." Milestones:
           1. Analyze user behavior of top 100 power users to create "ideal customer" profile
           2. Develop 5 distinct ad creatives featuring customer success stories
           3. Set up A/B tests for ad placement during "productivity hours" (10am-2pm) vs. "downtime hours" (8pm-11pm)
           4. Achieve 1000 click-throughs from developers active in Stack Overflow communities
     • 1.1.2. Get more users through word of mouth
       • Success Condition: 15% of new users acquired through referrals (starting value: 5%, current value: 8%)
       • Project: Implement in-app referral program with rewards
         • Weekly Check-in: "Referral program UI is complete, but we're facing delays in implementing the reward system. May need an additional week to resolve technical issues." Milestones:
           1. Design "Golden Ticket" referral UI that appears after user's 10th login
           2. Implement blockchain-based reward system for tracking referrals
           3. Create tiered rewards including "Productivity Guru" badge and limited edition branded ergonomic mouse
           4. Soft launch program to top 50 users and gather feedback
   • 1.2. Expand into New Markets
     • Success Condition: Achieve 1000+ active users in each of 2 new countries (starting value: 0 countries, current value: 0 countries)
     • Project 1: Conduct market research for expansion into Germany
       • Weekly Check-in: "Research is progressing well. We've identified key competitors and potential partners. On track to present findings next week." Milestones:
         1. Hire a Berlin-based "Culture Consultant" for insights into German work habits
         2. Attend "Bits & Pretzels" startup conference in Munich to network with potential users
         3. Conduct 5 focus groups with German project managers, offering free Bavarian pretzels as incentive
         4. Analyze top 3 competing products' German-language marketing materials
     • Project 2: Develop localization strategy for Spanish-speaking markets (Champion: Elena, Localization Specialist)
       • Weekly Check-in: "Facing challenges in adapting our UI for cultural preferences. May need to bring in a local UX consultant to assist." Milestones:
         1. Create a "Siesta-Friendly" feature that optimizes task scheduling around traditional break times
         2. Hire a Mexican telenovela script writer to add flair to product copy translations
         3. Partner with 3 coworking spaces in Madrid for beta testing
         4. Develop a "Fiesta Mode" UI theme with vibrant colors and celebratory icons

2. Improve Product (Department: Product)

   • Monthly Check-in: "We're making steady progress on reducing churn rate. The new collaborative features are receiving positive feedback in beta testing."
   • 2.1. Eliminate top reasons customers cancel
     • Success Condition 1: Reduce monthly churn rate from 5% to 2% (starting value: 5%, current value: 3.8%)
     • Success Condition 2: Deliver top 5 most requested product enhancements (starting value: 0 delivered, current value: 2 delivered)
     • Project: Develop and launch new collaborative features
       • Weekly Check-in: "Beta testing of the real-time document collaboration feature is going well. We're on track for the full release next month." Milestones:
         1. Conduct user surveys to identify top 3 requested collaborative features
         2. Create detailed wireframes and user flow diagrams for new features
         3. Develop MVP of real-time document collaboration feature
         4. Beta test new features with a group of 50 power users
         5. Iterate based on beta feedback and prepare for full release

3. Scale up company (Department: Company)

   • Monthly Check-in: "We're making good progress on documenting processes and expanding the team. However, we're slightly behind on our financial goals and may need to adjust our strategy."
   • 3.1. Document core business processes in company playbook
     • Success Condition: 80% of core processes documented (starting value: 40%, current value: 60%)
     • Project: Create templates for common business processes
       • Weekly Check-in: "Template creation is on schedule. We've completed drafts for 3 out of 5 top processes and are gathering feedback." Milestones:
         1. Identify top 10 most frequently used business processes
         2. Interview department heads to document current workflows
         3. Design standardized template format for process documentation
         4. Create first draft of templates for top 5 processes
         5. Review and refine templates with relevant team members
   • 3.2. Expand team capabilities (Department: People Ops)
     • Success Condition 1: Hire and onboard 5 key roles identified in growth plan (starting value: 1, current value: 3)
     • Success Condition 2: 90% of team members complete individual development plans (starting value: 60%, current value: 75%)
     • Project 1: Hire a Senior UX Designer
       • Weekly Check-in: "We've narrowed down to 3 top candidates. Design challenge results are due this Friday. On track to make an offer next week." Milestones:
         1. Define job requirements and create detailed job description
         2. Post job opening on relevant platforms (e.g., LinkedIn, Dribbble, AngelList)
         3. Review portfolios and conduct initial screening interviews
         4. Assign practical design challenge to top 5 candidates
         5. Conduct final round interviews and make job offer
     • Project 2: Hire a Full Stack Software Engineer
       • Weekly Check-in: "Received a strong pool of applicants. Technical screenings are underway. Slightly ahead of schedule." Milestones:
         1. Define technical requirements and skills needed for the role
         2. Reach out to personal networks and post on job boards
         3. Conduct technical screening interviews with qualified candidates
         4. Administer coding challenge to top candidates
         5. Perform final round interviews with team leads and make decision
     • Project 3: Hire a Customer Support Specialist
       • Weekly Check-in: "Struggling to find candidates with the right mix of technical knowledge and customer service skills. May need to expand our search or consider internal training options." Milestones:
         1. Create job description emphasizing required skills and experience
         2. Post job opening on customer service-specific job boards
         3. Conduct initial phone screenings with promising applicants
         4. Perform role-playing exercises with top candidates to assess skills
         5. Check references and make job offer to best candidate
   • 3.3. Ensure Financial Stability (Department: Company)
     • Success Condition 1: Extend runway to 18 months at current burn rate (starting value: 3 months, current value: 5 months)
     • Success Condition 2: Increase monthly recurring revenue (MRR) by 50% (starting value: $100K/month, current value: $120K/month)
     • Project: Prepare pitch deck and financial projections for Series A funding (Department: Finance)
       • Weekly Check-in: "Financial model is taking longer than expected due to complexities in our expansion plans. May need an extra week to finalize projections." Milestones:
         1. Gather key metrics and growth data from all departments
         2. Develop detailed financial model with projections for next 3 years
         3. Create compelling narrative and design for pitch deck
         4. Rehearse pitch with mentors and advisors for feedback
         5. Schedule meetings with potential investors and VC firms

[shiroyasha]

@markoa I've added the above content to the demo data.

Several things needs further work:

• People and their roles
• Project contributors and their responsibilities
• Every goal needs success conditions (including top level ones)
• Goal targets are probably not correct as I was using the (starting value: X, current value: Y) to create the ranges, while the correct thing to do here is to set the range (from/to) and then set the current value with a status update.
• Due dates on milestones will need some correction

@markoa I can continue to tweak, but maybe it is better at this point for you to take over and polish the final details. Let me know which is the best approach here, and if you need an intro how to update the data.

[shiroyasha]

Something to think about: The above milestones are reading like a todo list (do this, do that), but they should probably be (reached X, accomplished Y).

[markoa]

@shiroyasha Thanks, I should be table to take it from here and finalize it.

[markoa]

Yeah this structure is incomplete:

%{name: "Deliver top 5 most requested product enhancements", from: 0, to: 2, unit: "deliverables"},

should be like

%{name: "Deliver top 5 most requested product enhancements", from: 0, to: 5, current: 2, unit: "deliverables"},

[shiroyasha]

This is a limitation of goals atm. When creating a goal you can only set from -> to as the assumption is that you will insert progress when it happens via updates.

Currently, the best workaround for the demo data to achieve this effect is to:

targets: [
  %{name: "Deliver top 5 most requested ...", from: 0, to: 5, unit: "deliverables"},
],
update: %{
  content: "Hey team ... we have delivered ...",
  target_values: [2]
}

[markoa]

wdyt about expanding the people list with an attribute for who they report to, like this:

    %{
          key: :tina_scott,
          name: "Tina Scott",
          title: "Director of Customer Support",
          avatar: "photo-1700248356502-ca48ae3bafd6",
          reports_to: :jack_thomas
        },

[shiroyasha]

Sounds like a great idea. I've created a PR with the new functionality.

I'll merge the above PR to main to avoid any conflicts on the branch where you are working atm.

[markoa]

One thing that I don't understand is how I as current_user fit in the picture. IIRC in your original version there were two items in the Review section which is great. I'd like to recreate that here and also make it make sense in the org chart.

[shiroyasha]

When referencing the champion or reviewer, you can set the key :owner, which will be you.

On Wed, 2 Oct 2024 at 18:11, Marko Anastasov @.***> wrote:

One thing that I don't understand is how I as current_user fit in the picture. IIRC in your original version there were two items in the Review section which is great. I'd like to recreate that here and also make it make sense in the org chart.

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[shiroyasha]

Both the milestone done and the annual goal steps are done. Latest version deployed to demo.

cc @markoa