The Ultimate Coda Handbook for People & HR Teams
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The Ultimate Coda Handbook for People & HR Teams
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Section
Docs
Problem / Common pain points
People Team Hub
People team hub 🏗️
Recruitment & Headcount
link to Recruiting Ultimate Handbook
Headcount
Onboarding
People Ops onboarding
new hire onboarding
executive onboarding
Welcome videos
Offboarding
People Ops offboarding
Exit interviews + AI
Training & Development
Feedback
Inclusive meetings
Performance Management Systems
Talent Review
Performance Calibration
Career / Succession Planning
1:1s
Succession planning 🏗️
Compensation & Benefits
Compensation
Benefit analysis (Family Health/Sequoia Renewal) 🏗️
Rewards & Recognition
Work Anniversary + AI
Golden Shovel
Employee Engagement
Offsite planning (large scale interaction)
MTV, Icebreakers (small scale interaction)
Workplace Management
Wikipops
Ticketing System
Snack Upvote
People Analytics
Engagement Survey doc
Composition over time (Headcount doc) 🏗️
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Current List
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Name
What
Is this a team/function?
Main Problem(s)
Sections
Reader experience
1
People Team Hub
niche
No
There’s a better way to run teams
1 team hub
A page to learn all about team hubs
2
Onboarding & Offboarding
niche
There’s a better way to onboard/offboard
Onboarding
1 people ops onboarding
1 EE onboarding
1 executive onboarding
Offboarding:
1 offboarding people ops
1 Exit interviews
A page to learn about templates to help run onboarding and offboarding
3
People Operations
too broad and 4 templates too specific
Wiki
Comp
Ticketing System
Headcount
A page that get specifics to 4 very different docs. What if I am in People Ops but none of these are relevant to me? Almost like a surprise and not knowing what I’m getting myself into based on page title. there is a story to be told about being able to design your own systems with these 4 being great examples but the solution isn’t at the forefront. Reader will have to put in the effort after as opposed to “I work in comp, cool there’s a page just for that”
4
Employee Experience
somewhat broad but covers a lot
Yes
Engage your team
offsite planning
l&d
engagement survey
recognition
similar to the above
5
Performance Management
niche
6
Inclusion / DEI
No
7
Decision Making
No
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Other Handbooks
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Name
Nav
How many sections?
Theme
1
Product
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4
Toolings, not teams
2
Sales
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4
Toolings, not teams
3
IT
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3 main sections with solutions as examples
Toolings, not teams
4
Engineering
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5
Marketing
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4
6
Recruiting
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5
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Where do I see myself as a reader? What would pull me?
Handbook for People Teams
→ what would set your team up for success
→ how do i know this is for me?

Ideas:
Audience: Team
→ tooling as subsections
flow: who am i? what are some typical tasks, how can Coda do it better?
Doesn’t have to be a role but can be i belong to this team/function/main responsibility (eg. offboarding/onboarding, EX, performance management)
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