Merge pull request #918 from 2i2c-org/haroldcampbell-patch-3-biz-dev

Haroldcampbell patch 3 biz dev

biz-dev/index.md

@@ -0,0 +1,10 @@
+# Business Development and Sales processes
+:::{note}
+This page is a work-in-progress as we define the review our ways of working in 2i2c.
+Some links might be missing or in-the-works!
+:::
+
+```{toctree}
+overview.md
+
+```

biz-dev/overview.md

@@ -0,0 +1,25 @@
+# Scope and responsibilities
+
+:::{note}
+This page is a work-in-progress and we expect the details of the information to evolve. Some links might be missing or in-the-works.
+:::
+
+# Creating alignment
+The primary mechanism to create alignment between Biz Dev, the Executive Director and members of the P&S team is via the weekly BizDev Sales Sync.
+The current structure of this meeting is defined below.
+
+## WHY
+This meeting is a ceremony to track the sales pipeline. It is intended to involve those on in the "sales / biz dev / fundraising" side of our operations. 
+
+**Key question**: Are the number and amount of opportunities on track to meet our sustainability KPIs?  
+
+The status of any individual lead should already be available in the CRM interface (see our 2i2c Airtable) so we do not expect to review each and every opportunity in the pipeline. However, this meeting can be used to address opportunities that are stale or stuck or in need of reprioritization.
+
+## CADENCE
+Weekly meeting to review the "Sales Opportunities Pipeline" (as being prototyped in https://github.com/2i2c-org/meta/issues/1455)
+
+## ATTENDEES (and rational for their attendance)
+- Senior Account Executive [Jim Colliand], meeting owner (required)
+- Senior Product Manager, Open Science Enablement [James Munroe] (required until the sales system is robust) - he is helping to design, implement and prototype systems for the sales workflow and the sales <> P&S information exchange
+- Delivery Manager [Harold Campbell] (required until 2025-01-15, optional thereafter) - He is helping to set up the CRM and this makes him a natural attendee while we build muscle around using this system
+- Executive Director [Chris Holdgraf] (typically optional unless there is a hot lead to shape) - occasionally needs to attend because he is sometimes serving as the “Account Executive” on some of 2i2c’s opportunities

index.md

@@ -60,6 +60,7 @@ Functional areas each have their own leads, goals, and structures.
 :caption: Functional Areas
 :maxdepth: 2
 
+biz-dev/index
 cross-functional/index
 engineering/index
 partnerships/index

partnerships/index.md

@@ -1,5 +1,10 @@
 # Partnerships
 
+:::{note}
+This page will be retired as a result of our organisation restructuing in Oct 2024.
+Key areas of responsibilies have be moved into a newly created Product and Services, Business Development and Sales.
+:::
+
 Partnerships oversees the strategy and systems that 2i2c uses to sustain itself via partnerships with other communities.
 This includes partnerships involving paid contracts, as well as via informal and formal collaboration.