YouTube was born in the same generation as Google Apps and so we inevitably ran our rituals in a matrix of Google Docs, Sheets, and Slides, most of which are quite confidential and still at Google. Over the years, I’ve seen companies adopt these practices and use new tools (like Coda!) to build much better versions of these systems. Here’s a running list of a few resources I would recommend for getting started:
Planning cadence
Top-down brainstorming and picking Big Rocks: This
template is an engaging way for your leadership team to simulate how they would make tradeoffs and determine your list of Big Rocks. Uber does something similar:
for hyper-efficient meetings (and bonus interpersonal communication tips).
1:1 meetings: I’m sure for most people the 1-on-1 doc is what Coda’s Head of HR Raechel calls a “forever scroll” mega doc — full of 60 pages of notes broken up by date markers.
breaks the doc into key steps instead, including a staple in my own 1:1’s: the partnership agreement.
Catalyst: Every Coda meeting is separated into two parts: A Q&A to add and vote on questions and a sentiment tracker to express thoughts on the meeting’s focus. This combo,
, works to remove groupthink and create a forcing function to discuss only important topics. And with the vocal minority no longer dominating the conversation, we amplify the voices of people that might otherwise be quieter.
Tag-ups: Use this simple template to hold one of our most common meeting types:
Bullpen: One of our early experiments that turned into one of our key secrets for avoiding ad-hoc meetings. We ran them in-person, but there’s a simple virtual guide in
Managing your calendar: Once you come up with a taxonomy for your meetings, assign each type of meeting a color and have your admin color them accordingly. Then you’ll see at a glance what your week feels like. Want to try this for yourself? Color your calendar with
Because of the pace at which we move, we don’t do 6 week / 6 month planning. We adopted a “Quarter+1” model — every quarter we plan for the upcoming quarter, and give some insights for the quarter afterwards.
Since we’re much smaller, there’s less need for resource allocation and we don’t do anything like
I’m working on a separate writeup on the Coda processes, so stay tuned for more!
Does YouTube still run this way?
From what I’ve heard, some pieces are similar (e.g. YT Stats, etc), while others have adapted as the team has grown and the culture has evolved. This is great — this writeup reflects a decade old system, it’s great to see it improve!