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Here, I’m laying out clear responsibilities that come with your role and also highlighting our core values. This will clearly spell out what success looks like for you in your current role. Let’s align 😃
This will lay the groundwork for positive engagement, clear communication and also seamless performance reviews.

1. Overall Performance Rating

Jan'23
Jul'23
Jan'24
Jul'24
Small Improvements Feedback
There are no rows in this table
Notes →
5 is exceptional performance
4 is very good performance and often above expectation, and you can outperform by following next-level guidance.
3 is good performance and at expectation, and you can outperform by following next-level guidance.
2 is Needs Work and below expectation, and you can quickly improve with next-level guidance.
1 is unacceptable performance and far below expectation and cannot get any worse

2. Responsibilities, Skills & Core Values

Search
Item
Type
Score
Manish - Hike Code Score
Notes
KBM Score
KBM Hike Code Score (Jan'24)
KBM Hike Code Score (Jul'24)
KBM Notes
Growth Area Candidate
RESPONSIBILITIES (Finance)
Strategy →
Drives overall Finance, Legal & Business Development Strategy
Work closely with the Executive Team to ensure Finance, Legal & Business Development strategies are in line with business objectives
For this to be exceptional, finance also needs to be exceptional. Strategically we are getting there

SI
1/ Biggest Achievement → TDS Cashbacks Optimization: Boosting our bottom line and improving financial efficiency
2/ Second Biggest Achievement → Successfully stopped a competitor's attempt to harm our business with no negative impact.
3/ Other Important Achievements
Owning & driving the target setting for H1’24 end-to-end, achieving greater accuracy each time.
Kept a close eye on all business levers and worked really well with stakeholders from Product, Revenue & Growth. Keep up the trajectory!
Consistently stayed on top of all compliance matters and have pushed for the right initiatives with minimal business impact
Finished the Ludo Study, strengthening our strategic defenses
Peer Feedback
Manish is exceptional in dealing with multiple facets of finance and legal which affects our business
He ensures we are on our toes w.r.t compliance related actions which otherwise could become business risk
A true finance partner to the CEO and helps drive strategic direction of the organisation
Product planning
Resource allocation
Capital structure
Financial position
Forward looking thinking (M&A etc)
You know where this comes from
Drives and/or supports fund raising activities
Understands different sources of capital
Can easily model cost of capital
Builds and drives a fund raise plan
Supporting well
Is aware of external factors and their impact on the business growth (competition, macro, geo-political events, sports etc.)
Keep it up - it is one more Hx from being exceptional

SI
Successfully stopped a competitor's attempt to harm our business with no negative impact.
A true partner to the CEO →
Providing legal advice and guidance to the executives on various matters, such as corporate governance, intellectual property, contracts, and compliance.
SI
Consistently stayed on top of all compliance matters and have pushed for the right initiatives with minimal business impact
Planning →
Drives Finance Planning & Supports Roadmap, Metrics, Budget etc to push the business forward
Gets alignment with cross-functional leaders
If you keep up what you’re doing in July, will become exceptional

SI
Owning & driving the target setting for H1’24 end-to-end, achieving greater accuracy each time.
Peer Feedback
Making super simple Excel Models/Projections.
Ability to have a holistic view of Finance and legal/Compliance and consider these in decision-making implications.
Partners with Product/Business/Eng Teams
On the product roadmap, identifies and use the few big levers to push the business forward
Gets alignment with cross-functional leaders
Helps prioritize rigorously and focus on the most important goal
SI
Kept a close eye on all business levers and worked really well with stakeholders from Product, Revenue & Growth. Keep up the trajectory!
Innovation →
Demonstrates intellectual horsepower by creating and driving DHM ideas
Staying up to date with the latest trends in Finance & beyond
Devises & Deploys Finance, Legal & BD ideas that have a high impact on the business
SI
TDS Cashbacks Optimization: Boosting our bottom line and improving financial efficiency
Leading the legal team in providing strategic and operational legal support to the organization's innovation initiatives (Identifying, assessing, and mitigating legal risks associated with new products, services, and technologies)
SI
Finished the Ludo Study, strengthening our strategic defenses
Operations →
Leads through simple metrics & light process
Operationalizes roadmap with enough forward looking visibility to drive business goals
By identifying key metrics that predict output and prioritises and drives around such metrics with light process
Ensure we have the necessary skills and resources to execute the Finance, Legal & BD roadmap effectively at all times
Peer Feedback
Ability to have a holistic view of Finance and legal/Compliance and consider these in decision-making implications.
Skilled and successful executioner
Drives day-to-day execution and on top of all metrics and ongoing experiments
Oversee strategic & operational decisions to align all Themes, Proxy Metrics & Tactics with the company's NSM
Always deliver on project goals on time
Very skilled at aligning own and neighbouring teams with a very high focus on team’s productivity
Often misses getting back to me on things he’s promised to get back on
Drives Finance Principles, Processes & Systems
A true finance partner to the CEO
Guides the development of all necessary policies and procedures to ensure the sound financial management and control of the company business
Prepare timely and detailed report on financial performance on a monthly/ quarterly and annual basis
Oversee all audit and internal control operations
Drives all record-keeping, reconciliation, transactions, and automations for the same
Ensure adherence to financial, tax laws and guidelines and being an
Peer Feedback
Bringing a reality check to proceedings - Manish, at times, plays a very important role in keeping expectations within checks, whether it is in financial projections or feature outcomes. Otherwise, it is very easy to get carried away and make lofty projection.
Investor Communications & Relationships → Responsible for all investor communication and owns relationships with investors
Drives Legal Principles, Processes & Systems
Developing and leading internal audit and corporate compliance programs for Hike to be industry-leading in this aspect
Ensure the reliable and timely execution of the company’s legal activities
Draft, review, and negotiate legal contracts with employees, strategic partners, Payment partners, investors, and outsourcing vendors
Managing the company's risk management program, including insurance, indemnification, and protecting company assets
Managing the company's intellectual property portfolio, including trademarks, patents, and copyrights
Participating in fundraising and M&A activities, including reviewing and negotiating term sheets, investment agreements, and due diligence
Peer Feedback
Pushing for regulatory & legal requirements - Manish has solely taken up the responsibility to keep pushing for building features that fulfil regulatory requirements. KYC and location are 2 most important examples of this.
Conduct diligent research into legal issues and recommend revisions to Hike as needed across a range of legal documents and agreements. Present the same to the executive team in an easy-to-consume format
Leadership →
True confidante to Founder & CEO
Is an API for all Finance, Legal, Secretarial & BD matters to the CEO
Reviews →
Conducts superb reviews at the executive level for their pods
A key participant in the other cross-functional leaders’ meetings
weekly, mqr, quarterly
SI
Your average weekly document rating for the last six months is 9/10. While strong & a big improvement from where we were 6 months back, let’s aim to improve this to at least 9.5 for the next six months. These meetings are very high-leverage.
Extract peak performance from team members
Identify, Build, cultivate, manage, and coach a rockstar team (better than self) to deliver on business goals
Leads a team of Directors & leads from all the 3 functions → Legal, Finance & BD
Builds trust, evangelizes courage, and drives out fear and negativity
Great at motivating and developing their people; invests in peer relationships
Very rarely loses good people. Bad hires are fixed quickly
Focuses on teams inputs such as quality of thinking, ideas > outputs
Has clear principles on how to lead teams
You are getting a lot done with a lean team. Let’s discuss how you can enable them better to free up your time.
SI
“Recognition from Manish can get better, he also needs to set a cadence for his 1:1s with the team.” ~ People Partnering connects your team → Reach out to Anish & he can help you build a simple system for the same
A consistently solid job on your eNPS & MRX score
Who is your VP?
Works superbly well with other functional leaders
Integrate finance strategy into company-wide processes and goals
Invests big in peer relationships
Develop deep respect from all leaders (including the ones outside the org): Strategic business partner to the senior leadership team
Incorporates peers views and thinking into his own to evolve finance strategy and operations
Effective at driving change and able to negotiate and build consensus among senior stakeholders
Serve as a vital influencer and escalation point with other internal leaders, customers, and external organizations
Handles conflicts maturely and directly
Peer Feedback
He is easy to work with and the discussion and debates are always healthy
Our BD function needs attention. Currently, we don't have the kind of contacts/relationships at places like Google/Apple whom we can reach out to, to get something done. Till a few years back, we had an excellent BD person who ensured we never face the kind of issues (e.g. apple app taken down, play store app rejections) that we frequently face now. We need a strong dedicated person looking at BD function.
Excellent communicator
Masterful storyteller
Organized mind and succinct in conversation
Succinct, high signal-to-noise ratio
Communicates complex ideas very well
Scenarios
One on one: clear, effective, efficient, and inspiring
One in many: ‘example setting’ meeting participant
One with many: leader of effective meetings
One to many: effective presenter to large audiences
SI
All Growth Area Tasks were done in the last 6m
Leaving you to do the Hero investor deep dive is a sign of my confidence growing
While this has improved I want to see more - as our CFO you must be top tier communicator
Cultural champion/Role Model for Hike Code amongst his peers and in his organization
Shows strong leadership - by cultivating an egoless, reality-based, truth-seeking culture amongst team and peers
Is energy positive and peers want to follow you
You’re ‘cool under fire’
Peer Feedback
Really happy with how Manish has grown and looked up to by his team and many team members and more recently contributing to Product by way of Compliance etc
WORKING WITH KBM/HIKE CODE
Top Talent in Every Role

Remember
Working with great people is one of the best parts of life
When interviewing, ‘Yes’ must be a big yes, and a maybe is a no. Remember, we’re acquiring an asset (not just a person)
Mediocrity is the silent killer. Suffering and tolerating mediocrity is the worst reflex we can have. B players kill orgs.
Behaviour is a choice, not a skill set. Choosing a behaviour not desired (‘jerk’) is choosing not to be part of the org. It’s a violation
Hike Code
• We have a deep desire to do great work (a quest for excellence)
• We’re default optimistic & enthusiastic (it’s worth extra 50 IQ points)
• We value self awareness and a continuous desire to develop ourselves
• We love bar raisers that raise the level of a group (both new and existing hikers)
• We love non-conformists, rebels but have a deep dislike for ‘brilliant jerks’
• We believe a deep alignment to our values is the entry fee
• We care about our impact in the world (missionary over mercenary mindset)
• We don’t take ourselves too seriously - can have a laugh
• This is hard work so we stay fitter than most - mentally, physically, emotionally, and spiritually
• We lead above the line (creative consciousness > victimize)
Additional Exec Expectations
Trustworthy
Total candor - clear about what matters to you
Self aware, zero entitlement, admits mistakes quickly, not defensive, little ego (#3)
Mentality
Deploys time well
Communication
Succinct, high signal to noise ratio
Communicates complex ideas very well
Owner Not Renter

Remember
Ownership is not about possessing; it's about taking responsibility
Owners are patient with results, impatient with low standards
Hike Code
• We take radical responsibility for everything (both actions and emotions)
• We’re insanely resourceful, self directing & always find a way
• We demand incredibly high standards (most would think unreasonable)
• We build better products as a result of it (and best people love high standards)
• We’re committed to operational excellence and fight hard against entropy, mediocrity and lethargy
• There is no job that is beneath us
• We put company ambition >= self ambition (our growth = company growth)
Additional Exec Expectations
Self Directing
Anticipates what CEO wants and is right most of the time
Takes things off the CEO’s plate, not add to it
API
Keeps CEO informed but not constantly looking above for direction
Abstracts complexity by being the API for role
No Excuses
Say vs do ratio is high (totally dependable, never flaky)
Is patient but persistent and has a habit of turning potential losses into wins
Win-Win, non-political
Non-political, not empire builder, not spin doctor, not brown-noser (with no iota of doubt)
Understands win-win, never hedges, doesn’t have hidden agenda
Organizational thinking
Systemic thinking: thinks of the world as interdependent cause / effect relationships
Understands impact of organizational decisions on effectiveness
Understand and can grow organizational competency
Pro Sports Team

Remember
It takes courage and conviction to execute like this
When there is teamwork and collaboration, wonderful things can be achieved
The strength of the team is each individual member. The strength of each member is the team
Hike Code
• Extreme meritocracy and results-driven (we like to win)
• We build trust, have each other’s backs & keep our ‘say to do’ ratios high
• We have backbone, debate hard yet are super energy positive
• We value tremendous alignment and often disagree & commit
• We’re high on discipline & consistency and bring our best every day
• We operate more laterally through influence vs hierarchically
• We value succinct conversations - they show an organized mind
• We value rest and recovery
Additional Exec Expectations
Energy Positive
Has perspective/steady/"cool under fire"
Peers love collaborating with & trust him/her (you are energy positive)
Morale, attitude leader. People walk away with more energy. Peers want to follow him/her
A cultural champion for Hike Code amongst his peers and in his organization
Plays to strengths and relies on other's strength
Team Building
Ability to attract rockstar talent, better than self ()
Builds trust, evangelizes courage and drives out fear and negativity
Great at motivating and developing their people; invests in personal relationships
Very rarely loses good people. Bad hires are fixed quickly
Focuses on teams inputs such as quality of thinking, ideas > outputs
Customer Obsession

Remember
Just because you’re excited about an idea doesn’t necessarily mean the customer will be
Customer first and your ego to rest
Delight customers with romantic value
Hike Code
• We understand that we exist only because our customers choose us (we owe them everything)
• So we start with the customer and work backwards (in everything we do)
• We do that by taking a deep interest in customer behaviour (developing empathy)
• This enables us to build trust and rapidly improve our customer experience
• We understand that customers are always waiting for something better (even when they report being happy)
• So we’re proactively solving on behalf of customers (we don’t wait for external pressures)
• This is why we are customer obsessed over competitor obsessed
• We’re also a little paranoid about our customers - they are only loyal until someone else serves them better
Think Deeply & Exercise Good Judgement

Remember
Good leaders learn to be right a lot
Good thinking is expensive but bad thinking costs a fortune
Best decisions have more pros than cons (not no cons)
First principle and second-order thinking are powerful tools. Use them often
Spend more time thinking about controllable inputs as a way to maximize outputs
Simplicity is genius, complexity is mediocre
Hike Code
• We spend a tremendous amount of energy staying close to the details to develop our intuition (mind deep)
• We’re aware that the quality of our thinking is inversely proportional to assumptions we make
• So we’re clear about the problem statements before diving into solutions
• We’re constantly simplifying our thinking to increase the probability of being right
• This pushes us to ask ‘why’ a lot?
• We are great at analyzing data and using data to make decisions (both qual and quant)
• However, we often use judgment as the primary mode of decision making (strategic decisions, situations without historical data)
• We prioritize rigorously and focus on the most important goals
• We don’t solely rely on proxies to guarantee outcomes (e.g. process, market research, surveys)
Additional Exec Expectations
Intellectual Horsepower
Output is 110% by most standards
Little thrashing - gets things right fast
A sponge whose rate of learning and recall is outstanding
Develops ideas which prove to be important
Multi-tasker: Can carry multiple (4-6) "top" priority items simultaneously
Fast and effective context-switching
Strategic & Systems Thinker
A systems thinker and understands how levers interact to affect the business equation
Can zero into key risks and nets out issues with ease
Understand our customer & business levers better than I do
Ability to think at an abstract level
Build & Make Magic

Remember
Delight customers by building tremendous romantic value in our products
Aim for insanely great. The opposite is total shit. There’s no middle ground
DHMs or Moats are important to build large high margin businesses & that are the only types of business we’re interested in building
We value both process and product innovation
Hike Code
• The desire to build is deeply rooted in our DNA
• We understand that innovation happens through building (not a doc/spreadsheet)
• Building needs great craftsmanship so we embrace the creative process
• Creative process pushes us to walk into the unknown to pioneer new frontiers
• We have a strong tolerance for chaos and risk of failure that comes with this
• We continuously build because we understand yesterday's “wows” become today’s ordinary
• So we’re always asking - How do we get our customers to say “wow”?
• This is how we can build ‘insanely great’ things
Be Insatiably Curious & Keep Improving

Remember
Seeking early feedback is usually better than late criticism
You listen, ask a lot of questions, seek info that challenges you
It helps if you see the world as possibilities in motion with probabilities (vs certain or uncertain)
Success from past victories is fleeting, so zero entitlement
We are long-term fixed and short-term flexible, so we course correct when needed
Hike Code
• A remarkable customer experience starts with heart, intuition & curiosity
• So we explore this curiosity and look for the best answers (truth) over trying to look good (this avoids superficiality)
• We tinker & iterate constantly and get our dopamine from improving ideas (not validation)
• We know mistakes will happen but we course correct quickly and don’t stop till we get it right
• We are antifragile - setbacks + reflection = exponential progress
• We value small ongoing changes that can reap significant improvements (Kaizen)
Additional Exec Expectations
Beyond the Comfort Zone
Step outside your comfort zone & be insatiably curious
Comfortable with change and feedback
No job as beneath you
Move Fast & Be Dynamic

Remember
To never use a one-size-fits-all decision-making process
Plans can be measured in decades but execution is measured in days, weeks
Ship less, ship often, and perfect ‘the less’ can sometimes be a better approach
Hike Code
• We like speed - we have an intolerance for slowness
• So we have a tremendous bias for action
• We ‘disagree and commit’ when needed to ensure high-velocity decision making
• We’re comfortable making decisions with 70% information (not perfect certainty)
• We understand the difference between ‘reversible and irreversible’ decisions & act accordingly
• We don’t wait for orders once we have a clear & strongly-opinionated hypothesis
• We’re obsessed with reducing cycle time to push the limits of how fast we can iterate
• We work long, hard & smart (all 3)
Additional Exec Expectations
Works at KBM’s Pace
Create momentum in execution & proactively bring clarity to others
Continuously align with me as you iterate your thinking (see
)
Use me as a force to move forward faster (escalate where slow) (see
)
You avoid hierarchy (less work about work, just work)
Skilled and successful project manager
Quick decision maker & skilled at aligning teams
Great at execution, follow-ups and continuously gathers information
Understands output is that of own team + neighbouring teams
Leads through simple metrics & light process
Identifies key input metrics that can with high degree predict output
Drives unity and priorities through simple metrics and objectives
Emphasizes light process/style-of-interaction in streamlining productivity (anti-bureaucratic)
Dream Big, Be Bold & Think Long-term

Remember
There will be less competition over a 5-7 year period vs a 2-3 year period
Thinking long-term avoids a lot of bad behaviour - time compounds everything
The world is a popularity contest in the short term, weighing machine long term
Technology will get better faster cheaper and expanding markets with economic growth so it’s foolish not to dream big, be bold & think long-term
Hike Code
• We make bold decisions, not timed ones
• We have the courage to work on audacious ideas and big goals
• We can translate crazy ideas into clear and actionable plans
• This percolates into all our product thinking
• We prefer doing the hard things that matter vs easy things that don’t
• We have the patience to think long-term, which can often be controversial
• So we’re comfortable being misunderstood in the short-term for long-term gains
Hike Code
• We have a deep desire to do great work (a quest for excellence)
• We’re default optimistic & enthusiastic (it’s worth extra 50 IQ points)
• We value self awareness and a continuous desire to develop ourselves
• We love bar raisers that raise the level of a group (both new and existing hikers)
• We love non-conformists, rebels but have a deep dislike for ‘brilliant jerks’
• We believe a deep alignment to our values is the entry fee
• We care about our impact in the world (missionary over mercenary mindset)
• We don’t take ourselves too seriously - can have a laugh
• This is hard work so we stay fitter than most - mentally, physically, emotionally, and spiritually
• We lead above the line (creative consciousness > victimize)

Remember
Working with great people is one of the best parts of life
When interviewing, ‘Yes’ must be a big yes, and a maybe is a no. Remember, we’re acquiring an asset (not just a person)
Mediocrity is the silent killer. Suffering and tolerating mediocrity is the worst reflex we can have. B players kill orgs.
Behaviour is a choice, not a skill set. Choosing a behaviour not desired (‘jerk’) is choosing not to be part of the org. It’s a violation
SI
All Growth Area Tasks were done in the last 6m
Who is your VP?
Peer Feedback
My biggest concern is Manish's perspective on people costs. Given that people costs are on of the highest expense/burn for the company, Manish often views these costs strictly as expenses rather than as investments or assets. This viewpoint can be quite challenging because it is our people who drive the business results.
More often than not, we're on opposite ends of the spectrum when it comes to this issue. Manish's default approach tends to be one of squeezing costs especially here, which can significantly undermine the value and potential of our People.
While managing expenses is crucial, I believe there needs to be a balance that recognizes the investment in our people (Like KBM is saying off late) as essential to our long-term success.
Additional Exec Expectations
Trustworthy
Total candor - clear about what matters to you
Self aware, zero entitlement, admits mistakes quickly, not defensive, little ego (#3)
Mentality
Deploys time well
Communication
Succinct, high signal to noise ratio
Communicates complex ideas very well
Owner Not Renter
Hike Code
• We take radical responsibility for everything (both actions and emotions)
• We’re insanely resourceful, self directing & always find a way
• We demand incredibly high standards (most would think unreasonable)
• We build better products as a result of it (and best people love high standards)
• We’re committed to operational excellence and fight hard against entropy, mediocrity and lethargy
• There is no job that is beneath us
• We put company ambition >= self ambition (our growth = company growth)
Remember
Ownership is not about possessing; it's about taking responsibility
Owners are patient with results, impatient with low standards
SI
Successfully stopped a competitor's attempt to harm our business with no negative impact
Founder's Mentality → Radical responsibility for his work. Always finds a way to do things
Additional Exec Expectations
Self Directing
Anticipates what CEO wants and is right most of the time
Takes things off the CEO’s plate, not add to it
API
Keeps CEO informed but not constantly looking above for direction
Abstracts complexity by being the API for role
No Excuses
Say vs do ratio is high (totally dependable, never flaky)
Is patient but persistent and has a habit of turning potential losses into wins
Win-Win, non-political
Non-political, not an empire builder, not spin doctor, not brown-noser (with no iota of doubt)
Understands win-win, never hedges, doesn’t have hidden agenda
Organizational thinking
Systemic thinking: thinks of the world as interdependent cause / effect relationships
Understands impact of organizational decisions on effectiveness
Understand and can grow organizational competency
SI
Self Directing → Being an API to the CEO in all things legal & compliance
You must figure out a time and slot for UXR Immersion before you join us on the first day of our 6m planning. This is non-negotiable!
Pro Sports Team
Hike Code
• Extreme meritocracy and results-driven (we like to win)
• We build trust, have each other’s backs & keep our ‘say to do’ ratios high
• We have backbone, debate hard yet are super energy positive
• We value tremendous alignment and often disagree & commit
• We’re high on discipline & consistency and bring our best every day
• We operate more laterally through influence vs hierarchically
• We value succinct conversations - they show an organized mind
• We value rest and recovery

Remember
It takes courage and conviction to execute like this
When there is teamwork and collaboration, wonderful things can be achieved
The strength of the team is each individual member. The strength of each member is the team
Peer Feedback
This was hard. If there was Neither Agree/Disagree I would have put that vs Agree.
I go out of my way to defend our team members and advocate on their behalf (Maybe due to my role)
Unfortunately, I rarely feel that Manish reciprocates this level of support. it really feels isolating.
I do trust that Manish wouldn’t undermine me or throw me under the bus. However, I don’t feel that he actively supports or pushes for me in the same way I strive to support others which I would expect from any leader.
Additional Exec Expectations
Energy Positive
Has perspective/steady/"cool under fire"
Peers love collaborating with & trust him/her (you are energy positive)
Morale, attitude leader. People walk away with more energy. Peers want to follow him/her
A cultural champion for Hike Code amongst his peers and in his organization
Plays to strengths and relies on other's strength
Team Building
Ability to attract rockstar talent, better than self ()
Builds trust, evangelizes courage and drives out fear and negativity
Great at motivating and developing their people; invests in personal relationships
Very rarely loses good people. Bad hires are fixed quickly
Focuses on teams inputs such as quality of thinking, ideas > outputs
Customer Obsession
Hike Code
• We understand that we exist only because our customers choose us (we owe them everything)
• So we start with the customer and work backwards (in everything we do)
• We do that by taking a deep interest in customer behaviour (developing empathy)
• This enables us to build trust and rapidly improve our customer experience
• We understand that customers are always waiting for something better (even when they report being happy)
• So we’re proactively solving on behalf of customers (we don’t wait for external pressures)
• This is why we are customer obsessed over competitor obsessed
• We’re also a little paranoid about our customers - they are only loyal until someone else serves them better

Remember
Just because you’re excited about an idea doesn’t necessarily mean the customer will be
Customer first and your ego to rest
Delight customers with romantic value
Peer Feedback
More on the Cost aspect, yes. But Customers, be they Users or People not really.
Think Deeply & Exercise Good Judgement
Hike Code
• We spend a tremendous amount of energy staying close to the details to develop our intuition (mind deep)
• We’re aware that the quality of our thinking is inversely proportional to assumptions we make
• So we’re clear about the problem statements before diving into solutions
• We’re constantly simplifying our thinking to increase the probability of being right
• This pushes us to ask ‘why’ a lot?
• We are great at analyzing data and using data to make decisions (both qual and quant)
• However, we often use judgment as the primary mode of decision making (strategic decisions, situations without historical data)
• We prioritize rigorously and focus on the most important goals
• We don’t solely rely on proxies to guarantee outcomes (e.g. process, market research, surveys)

Remember
Good leaders learn to be right a lot
Good thinking is expensive but bad thinking costs a fortune
Best decisions have more pros than cons (not no cons)
First principle and second-order thinking are powerful tools. Use them often
Spend more time thinking about controllable inputs as a way to maximize outputs
Simplicity is genius, complexity is mediocre
SI
Stay 6-12 months ahead (Repeat from Check-in feedback)
Setup a forum or write up a doc that we review on a cadence - Anish will help
On the finance side I need to see this without me pushing you for it - I still feel we are 50:50 right now. It must move to 20:80. The "What am I missing?" question must be on your mind regularly.
The models you're creating now and aligning the team are fantastic - metrics discussion was such a breeze in H2. More of this
A lot of capital allocation thinking has come from me. Let’s discuss how can we change that
What is the BD plan? Not clear - you own this
Peer Feedback
Our BD function needs attention. Currently, we don't have the kind of contacts/relationships at places like Google/Apple whom we can reach out to, to get something done. Till a few years back, we had an excellent BD person who ensured we never face the kind of issues (e.g. apple app taken down, play store app rejections) that we frequently face now. We need a strong dedicated person looking at BD function.
If KBM overrules something he just folds and agrees and doesn't defend his thinking or thought.
Additional Exec Expectations
Intellectual Horsepower
Output is 110% by most standards
Little thrashing - gets things right fast
A sponge whose rate of learning and recall is outstanding
Develops ideas which prove to be important
Multi-tasker: Can carry multiple (4-6) "top" priority items simultaneously
Fast and effective context-switching
Strategic & Systems Thinker
A systems thinker and understands how levers interact to affect the business equation
Can zero into key risks and nets out issues with ease
Understand our customer & business levers better than I do
Ability to think at an abstract level
Build & Make Magic
Hike Code
• The desire to build is deeply rooted in our DNA
• We understand that innovation happens through building (not a doc/spreadsheet)
• Building needs great craftsmanship so we embrace the creative process
• Creative process pushes us to walk into the unknown to pioneer new frontiers
• We have a strong tolerance for chaos and risk of failure that comes with this
• We continuously build because we understand yesterday's “wows” become today’s ordinary
• So we’re always asking - How do we get our customers to say “wow”?
• This is how we can build ‘insanely great’ things

Remember
Delight customers by building tremendous romantic value in our products
Aim for insanely great. The opposite is total shit. There’s no middle ground
DHMs or Moats are important to build large high margin businesses & that are the only types of business we’re interested in building
We value both process and product innovation
SI
The loan idea that is being formulated that Manish has championed while under work is a great example of his mind working on radical solutions to improve business
Be Insatiably Curious & Keep Improving
Hike Code
• A remarkable customer experience starts with heart, intuition & curiosity
• So we explore this curiosity and look for the best answers (truth) over trying to look good (this avoids superficiality)
• We tinker & iterate constantly and get our dopamine from improving ideas (not validation)
• We know mistakes will happen but we course correct quickly and don’t stop till we get it right
• We are antifragile - setbacks + reflection = exponential progress
• We value small ongoing changes that can reap significant improvements (Kaizen)

Remember
Seeking early feedback is usually better than late criticism
You listen, ask a lot of questions, seek info that challenges you
It helps if you see the world as possibilities in motion with probabilities (vs certain or uncertain)
Success from past victories is fleeting, so zero entitlement
We are long-term fixed and short-term flexible, so we course correct when needed
Additional Exec Expectations
Beyond the Comfort Zone
Step outside your comfort zone & be insatiably curious
Comfortable with change and feedback
No job as beneath you
Move Fast & Be Dynamic
Hike Code
• We like speed - we have an intolerance for slowness
• So we have a tremendous bias for action
• We ‘disagree and commit’ when needed to ensure high-velocity decision making
• We’re comfortable making decisions with 70% information (not perfect certainty)
• We understand the difference between ‘reversible and irreversible’ decisions & act accordingly
• We don’t wait for orders once we have a clear & strongly-opinionated hypothesis
• We’re obsessed with reducing cycle time to push the limits of how fast we can iterate
• We work long, hard & smart (all 3)

Remember
To never use a one-size-fits-all decision-making process
Plans can be measured in decades but execution is measured in days, weeks
Ship less, ship often, and perfect ‘the less’ can sometimes be a better approach
SI
Fast & High Quality Decision Maker → Displayed in the competitor’s foul play situation
Additional Exec Expectations
Works at KBM’s Pace
Create momentum in execution & proactively bring clarity to others
Continuously align with me as you iterate your thinking (see
)
Use me as a force to move forward faster (escalate where slow) (see
)
You avoid hierarchy (less work about work, just work)
Skilled and successful project manager
Quick decision maker & skilled at aligning teams
Great at execution, follow-ups and continuously gathers information
Understands output is that of own team + neighbouring teams
Leads through simple metrics & light process
Identifies key input metrics that can with high degree predict output
Drives unity and priorities through simple metrics and objectives
Emphasizes light process/style-of-interaction in streamlining productivity (anti-bureaucratic)
Dream Big, Be Bold & Think Long-term
Hike Code
• We make bold decisions, not timed ones
• We have the courage to work on audacious ideas and big goals
• We can translate crazy ideas into clear and actionable plans
• This percolates into all our product thinking
• We prefer doing the hard things that matter vs easy things that don’t
• We have the patience to think long-term, which can often be controversial
• So we’re comfortable being misunderstood in the short-term for long-term gains

Remember
There will be less competition over a 5-7 year period vs a 2-3 year period
Thinking long-term avoids a lot of bad behaviour - time compounds everything
The world is a popularity contest in the short term, weighing machine long term
Technology will get better faster cheaper and expanding markets with economic growth so it’s foolish not to dream big, be bold & think long-term
SI
Owning & driving the target setting for H1’24 end-to-end, achieving greater accuracy each time
Opportunistic → Ludo Study, Second-order thinking on compliance
I need to see you dream bigger and discuss bigger ideas with me
At CFO level you must start thinking boldly. No timing decisions. It's time for all of us to level up
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