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MATIK TEMPLATE REVISION + ADDITION REQUEST PROCESS

If you would like changes to any of the templates in Matik or would like to
request the addition of a brand new template, please follow the process below.

 1. Please bring the change, revision, or addition request to the Matik Template
    Focus Group (see below for names) to ensure that there is a team-wide
    consensus and business need.

 2. If your team agrees that the change needs to be made and the change will
    result in greater efficiency, consistency, and/or quality of the deck,
    please leverage the following options: please run the change by your manager
    and get your manager's approval.
    
    1. Generic templates - Propose the change to the focus group for vetting and
       presentation at weekly team meetings to confirm no blockers across the
       org, and the IM or CSM group lead can provide management approval for the
       request.
    
    2. Team-specific templates - Propose the change to your team's focus group
       representative for vetting and presentation at your specific team's
       weekly meeting to confirm no blockers, and your team's manager can also
       give approval at this time.
    
    3. Note: For v1, the goal of the focus group will be reviewing the current
       decks and agreeing to updates so that we have consistency on overarching
       material. For v2, the ask will be to understand what actual differences
       in content are needed for the different verticals and if separate
       templates are warranted.

 3. Only once the first two steps of the process have been completed, please ask
    a committee member to submit a ROSE case.
    
    1. Case type = enablement content/comms and subtype = new or edit matik
       templates
    
    2. Within the case, please list any and all updates requested in the
       description box.
    
    3. If applicable, make sure that the existing deck link is included in the
       case (if requesting edits to an existing deck).
    
    4. If requesting a completely new deck, please utilize a copy of this Google
       slides template to populate the content you would like created into a
       deck. Link the deck in the ROSE case.
       
       1. If there is Salesforce content, please identify the field names and
          where the field lives (i.e. account object, etc)
    
    5. Ensure you have checked "yes" in the "leadership approval box" – or else
       we will have to confirm with your manager and team and the process will
       be slowed down.
    
    6. Please tag your manager who has signed off on the changes in a comment on
       the case once you have submitted the request.
    
    7. The Enablement team will then work to format the deck and the systems
       team will proceed with updating the tags within the deck and uploading to
       Matik.

Each quarter, the Matik Template focus group from each team (IM + CSM) is
expected to meet to review the templates and assess whether there needs to be
any updates based on the state of the business. The goal is for the templates to
iterate over time as the business needs it and preventing them from becoming
stale.

If you aren't part of the focus group, please make sure that you bring up any
revision requests and/or new template addition requests with the focus group so
they can vet the business case for the new template. See below for a list of the
focus groups.

IM Focus Group:

 * Ashley Noble (Manager, Owners, US) - Group Lead

 * Peyton Spivey (Majors, Owners, US) - Group Lead

 * Annalisa Ciccarelli (Enterprise, Canada)

 * Marilyn Sofiste (Sr Majors, GC, US)

 * Mathew Brown (Enterprise, SC, US)

 * Monica Vela (Mid Market, LatAm)

 * Jessica Smith (Majors, Owners, US)

 * Sara Coudert-Welch (Emerging, US)

CSM Focus Group:

 * Julian Knight (Enterprise, Owners, US)

 * Sarah Anderson (Team Lead, Emerging, US) - Group Lead

 * Cristina Gumapac (Enterprise, Canada)

 * Thomas O’Connell (Mid Market, GC, US)

 * Maggie Brown - (Mid Market, Owners, US)

 * Matt McBride (Majors, Specialty, US)

 * Andres Rodriguez (Mid Market, Specialty, US)

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