Weekly newsletter #59
The best of what I've read this week, about operations, training and education, communication, and more
Hello!
The latest resource I published is part four (of four) of my series about overcoming objections to process documentation. I hope it is helpful! The next blog will be takeaways from a class on documentation/playbooks (not my class 😁).
I finished a great cohort of the RevOps bootcamp from HubSpot Academy last week, and I start teaching another cohort of my live documentation class this week. I am grateful to have these chances to help people be successful!
Onto the resources!
Thanks to this week’s sponsor:
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Last week’s most popular link:
Abi Williams shares 10 operating principles to live by
The most popular links were actually the links shared in this section! I did not want to get caught in an endless loop, so I chose last week’s most popular new link.
What I've been reading, watching, and listening to:
LinkedIn
Mike Rizzo shares insights from the Outset Annual Planning Playbook
Darrell Alfonso shares the top 10 marketing ops leadership lessons learned recently
Caity Cronkhite writes how the metrics you use for marketing content don't always measure the success of your technical documentation
Paul “PJ” Jackson writes how having a defined sales process is essential for driving consistent results and sustainable growth
Jenny Wanger writes how product teams that broadly communicate what they’re working on are more likely to see success
Justin Norris writes about how if we aren’t looking at qualitative data too, we miss a big part of the story
Greg Portnoy writes about a big problem with partner programs: Most partners still won’t log in to their partner portal
Diane Lê Strain asks: Does Customer Education mean the same thing as Training?
Jeff Ignacio writes about how the Three C's framework can help revenue operations to diagnose how performance is trending against Plan: Capacity, capability, and coverage
Sultana Mangal writes about how your customer offboarding process says as much about your organization as your onboarding process
Matt Bradburn writes about the great redefinition - what it means to be a People Ops leader
Justin Sharaf shares how to use user stories in your new role
Lavinia Mehedințu shares follow-up questions to ask when someone requests the creation of a new training
Aviv Bergman is seeking individuals who have transitioned to RevOps from various career backgrounds for a research project
Sarah Guidas shares why you need a clear feedback loop system in your company
Ben Brophy writes about using a daily highlight
Jason M. Lemkin writes about what to do when a new head of marketing joins a start-up and the first thing they want to do is “refresh the marketing site”
Twitter
Claire Vo shares about the first 6 weeks in a CP(T)O role
Eve Arnold shares 5 lessons from writing over 1000 articles
Rand Fishkin dug through the archives of the web to find, reconcile, and graph email open and click rates from 2005 - 2024
Amanda Goetz shares a Kit-Kat strategy for starting projects and gaining momentum
Articles, Reports, Guides, Newsletters
Jeff Ignacio shares RevOps Roadmaps and Prioritization Methodologies
Amanda Natividad writes about The Zero-Click Email Strategy That Gets Us 40%+ Open Rates
David Epstein writes about The Power of "Slow Productivity" with Cal Newport
Trainual shares a promotion to people manager process
Wes Kao writes about how to interrupt (and be interrupted) respectfully in the workplace
The Secret CFO shares 10 Disciplines Every CFO Needs to Master
George B. Thomas writes and talks about Employee Engagement Strategies for Remarkable Experiences and Effective Onboarding with Joey Coleman
Jill Felska writes about 11 Ways to Conduct More Empathetic, Respectful Layoffs
LifeLabs Learning shares a change management checklist
Lisa Wells has a sale on a SOP Templates & Process Library
B. Tom Hunsaker in Harvard Business Review (3 free articles a month) writes about How to Actually Execute Change at a Company
Traction Complete shares a RevOps KPI Checklist, and a video from Mallory Lee on Measuring Your Tools, Business & RevOps
Ben Stroup writes about how to Navigate Change: The Path to Decentralized and Agile Work Environments
Lauren Parker writes about How to advocate for yourself at work (including documentation for your career)
Claire Hastwell writes about How To Make the Case for Company Culture to Leadership
Inclusivv shares 4 Ways to Break a Silo Mentality
Podcasts & Webinars
Cliff Simon and Jeff Ignacio discuss Data Insights and Data Governance on The RevOps Review podcast
Crissy Saunders, Phil Gamache, and Jonathan Taylor discuss Funnel reporting, composable automation and the future of outbound on the Humans of Martech podcast (with article)
Ryan Watson and Logan Lyles discuss The 5 Financial Metrics Top Agencies Get Right on The Agency Life Podcast
Kate Jones and Aoife O’Brien discuss Nurturing Workplace Culture: Lessons in Human-Centered Leadership on the Happier at Work podcast
Geraldine Butler-Wright and Luke O'Mahoney discuss creating sustainable startups on the PX Expresso Hour podcast (skip to ~27 minutes to hear about documentation :) )
Roger Martin and Hannah Bates discuss Shifting Your Focus from Short-Term Efficiency to Long-Term Resilience on the HBR on Strategy podcast
Andrew Chen discusses How to make big career decisions in a Lightning Lesson for Maven
Dan Moyle, Molly Rigatti, and Josh Wingate discuss Unlocking Training Potential: Insights for Adapting to Evolving Client Needs in the HubSpot Certified Trainer spotlight
Mike Rizzo and Justin Norris discuss community-led growth on The RevOps FM podcast
Elizabeth Stone and Lenny Rachitsky discuss building a culture of excellence at Netflix on Lenny’s podcast
Featured Events or Classes:
March 11-14: Profitable Agency Wealth Summit (PAWS)
March 12: What Sales Reps WISH You Knew About Closing Deals from RevOps Co-op
March 13: Dynamic Delegation Workshop from Leading for Effect
March 14: Running Nearbound Ops: How Partner Data Can Drive Revenue from HubSpot and Reveal
March 18: From Chaos to Clarity: Transform Your Workflow with Your Executive Assistant from Trainual and Belay
March 21: Grow your career in every role with Molly Graham, from Maven
Starting March 21: Change Management for Revenue Leaders from Pavilion ($)
March 28: Why Your Managers are Tolerating Underperformance (And How to Fix It) from ethena
Starting April 3: Chief of Staff Network Fundamentals Track ($) from COS network
May 8: #GSD TALK: The Power Of People -Building High Performing Teams ($) from 120VC
June 19: #GSD TALK: Building a Culture of Accountability($) from 120VC
Featured Book:
Featured Remote Jobs:
A Few Ways I Can Help You
On-demand courses:
How and Why to Document Your Business Processes — full course
Thanks for reading!