People Ops — PMO Director wears this hat in Phase 1 (Carla); dedicated hire in Phase 2
PMO Director wears this hat in Phase 1 (Carla); dedicated hire in Phase 2 · People Ops · Onboarding · 1:1 rhythm · AI Colleague Contract audits · Human role · PHASE 1 — PRE G4 CUTOVER
The CRM screens I use
- Roster + org chart (demo-mode ribbon until real HR integration)
- 1:1 rhythm — agenda drafts + follow-up loop closure
- Onboarding delivery board — Day-1 / Week-1 / Week-4 gates
- Quarterly scorecard reconcile — role KPIs vs actuals
- AI Colleague Contract audit gate — every new agent card
- Burnout watch summary — activity patterns + coaching queue
My KPIs (every one is linked to the FY31 trajectory)
| KPI | Target | Anchored to (financial source-of-truth) |
|---|---|---|
| Agent card contract pass rate | = 100% | Doctrine Principle 2 |
| Onboarding pack freshness | <= 30 days old | time-to-productive |
| 1:1 prep delivery | = 100% (every 1:1 prepped) | manager quality, retention |
| Burnout signal lead time | >= 14 days | team wellbeing + retention |
| Doctrine literacy pass rate | = 100% by Week 1 | workforce coherence |
People Ops opens the cockpit Monday. Roster 100% roster-reconciled (with the demo-mode ribbon still on until real HR lands). Matt/Carla 1:1 tomorrow — agenda drafted with 3 top topics from prior-week signals. New agent card audit gate: 1 pending, checklist ready. Burnout watch: 0 signals red, 1 amber (routine coaching). By Friday: 2 1:1s run + logged, 1 agent card cleared through contract gate, 0 doctrine literacy gaps.
Roster is in someone’s head. 1:1s happen without agendas, or worse, get skipped. New agent card ships without a contract audit and creates a governance-shaped hole. Burnout signal appears in an exit interview instead of a 1:1. Doctrine literacy tested at SteerCo and fails.
Who I work with
Reports to: PMO Director / CFO
Works with: PMO Director / CFO CTO Founder Compliance Officer