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Project manager - Platform operations

Platform Operations Specification

Teammates need a platform to manage operations with well defined roles, functions, tasks and OKRs which are easy to keep updated. This will enable us to scale 140+ remote team as teammates are accountable for well prioritised deliveries.

Manage Units, Roles and Functions

Unit leads need an easy interface to make clear who is responsible for what and keep it updated. In other words, what are the Roles and Functions, what are their OKRs and Tasks. So HRBPs are clear whom to look for, what to ask on interviews, what to post into Vacancy and Job offers. Candidates understand what they will do and if it is the best match for their skills and career path. Newcomers are easy to onboard and teammates are sure who execute what.

Drag and drop in a hierarchy table:

Role to any unit

Function to any Role

Task to any function in any unit

Type to see related function or task, reuse or copy it and edit to create new.

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Screenshot 2020-12-14 at 17.23.27.png

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Link⁠

to JS library

Manage access levels

Teammates want to see relevant to them reports to understand if they hit targets and focus on their priorities. Security and privacy is important for exchange business.

Manage access levels

Manage access levels

0

Feature

Teammate

Unit lead / HRBP

Operations managers

Custom

1

OKRs

See: Own, Unit and Company highlights

See: Own, Unit and Company highlights

Edit all OKRs

2

Roles

See: Own, Unit and Company highlights

Edit: Own, Unit (TBA by Operations managers)

Edit or approve: Own, Unit, Company

3

Functions

See: Own, Unit

Edit: Own, Unit (TBA by Operations managers)

Edit or approve: Own, Unit, Company

4

Tasks

Edit: Own (TBA by unit lead)

Edit: Own, Unit (TBA by Operations managers)

Edit or approve: Own, Unit, Company

5

Checklist

Edit: Own (TBA by unit lead)

Edit: Own, Unit (TBA by Operations managers)

Edit or approve: Own, Unit, Company

6

Tests

See: Own, Unit

Edit: Own, Unit (TBA by Operations managers)

Edit or approve: Own, Unit, Company

7

360

See: Own, Unit, Company

See: Own, Unit, Company

See: Own, Unit, Company

8

1-1

See: Own

See: Own, Unit

See: Own, Unit, Company

9

Feedback

See: Own

See: Own, Unit

See: Own, Unit, Company

10

Problem reports

See: Own

See: Own, Unit

See: Own, Unit, Company

11

Offers

No

See: Own, Unit

See: Own, Unit, Company

12

Vacancies

Team wide and can apply

Edit: Unit. See: Team wide and can apply

Edit: Company.

13

Reports Attention (missed critical hits, bad reviews etc)

See: Own

See: Unit

See: Own, Unit, Company

14

Reports Performance

See: Own, Unit, Company

See: Own, Unit, Company

See: Own, Unit, Company

There are no rows in this table

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Report performance of Unit or Teammate

Unit leads and Operations managers need to see performance dynamic in a raw to spot problems and act.

Report in a row cell

Weekly 360

OKRs charts

Onboarding rate

Hours worked/activity

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Screenshot 2020-12-14 at 18.23.07.png

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Link to JS library⁠

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`Manage Reports by`⁠
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Unit leads and Operations managers need flexible grouping to make clear Units and teammates performance or setting.

Eg. how many tasks in CRM are overdue team wide, by unit or by teammate? Can we click it down to the problem?

What are the Units Checklist success or Onboarding rate or OKRs achievement or Sprint completion or Test score? Can we click it down to the problem?

Units

Roles

Teammates

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Screenshot 2020-12-14 at 17.28.12.png

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Checklists

Teammates want updated and relevant daily checklists of relevant tasks to check if they done important tasks. So we are sure processes are working well, can be reviewed for automation and delegated.

Teammates want to give feedback and be able to update checklist tasks (TBA by Unit lead and reviewed by Operations managers).

360 Reviews

Teammates want to a realtime 360 form to give and receive feedback needed to improve performance. Can we add it to slack or zoom, so it is at fingertips after significant interaction with a person.

Job Offers

HRBPs wants to sync Role functions with Vacancies and Offers to keep them updated and laser focused.

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Project manager - Platform operations Build Platform to scale remote operations⁠

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