General Company Governance History
Date
Roles Affected
Policies Affected
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Compensation Architect, Compensation Guardian, Partnership Assessor, Partnership StewardCompensation Guardian Role Assignment, Compensation System, Granting Partnership, Partner Relationship Changes, Partnership Assessor Role Assignment, Partnership Requirement: Prioritizing Travel for Retreats, Partnership Review Process, Partnership Steward Role Assignment, Requesting Changes to Compensation
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Spending GuardianSpending Authorization - Additional Rules, Spending Authorization - Escalated Process, Spending Authorization - Recurring Escalations, Spending Authorization for Travel
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Circle Rep, Cloak of Visibility, FacilitatorRegistration Location Collection, Spending Authorization - Additional Rules
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Constitution Helper, Constitution Steward, Licensing Strategy, The Holacracy FoundationLicensees and IP Infringement Cases, Messaging Standards for the Holacracy Brand
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Holacracy EcosystemMarketing Forum, Resources website and platform reserved for coursework, Visual Brand Standards
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Business Development, Circle Rep, Consulting Services, Facilitator, Learning Products, Sales & Marketing, SecretaryContract Signature, Invoicing @Holacracy_Coaching_Services Clients, Storing Client Documents, Using Standard Contracts
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Compensation Guardian Role Assignment, Compensation System, Granting Partnership, Partner Relationship Changes, Partnership Requirement: Prioritizing Travel for Retreats, Partnership Requirement: Using Personal Credit Cards, Partnership Steward Role Assignment, Tenured Partner Status
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CoP Community Manager, CoP Mentor, CoP Vision, Constitution Translation Steward, Holacracy Ecosystem, Learning Products
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Back Office Ops, Board Scheduler, Circle Rep, Consulting Services, Contract Steward, Event Delivery, Event Management System, Holacracy Training, Learning Products, Licensing Strategy, Participant Ambassador, Partner Insurance Agent, Partner Onboarder, Partner Partner, Partner Retreats, Partner Transitions, Review Administrator, Simulation Smith, Training Business Development, Training DesignOutsiders in Slack, Partner Partner Selection, Tactical Meetings of GCC, Training & Workshop Integrity, W-9's for 1099-required Vendors
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Compensation Architect, Compensation Guardian, Partner Agreement Steward, Partner Insurance Agent, Partner Onboarder, Partner Partner, Partner Prospector, Partner Retreats, Partner Transitions, Partnership Assessor, Partnership Steward, People & Partnership, Review AdministratorCompensation Guardian Role Assignment, Compensation System, Granting Partnership, Partner Partner Selection, Partner Relationship Changes, Partnership Assessor Role Assignment, Partnership Requirement: Prioritizing Travel for Retreats, Partnership Requirement: Using Personal Credit Cards, Partnership Review Process, Partnership Steward Role Assignment, Requesting Changes to Compensation, Tenured Partner Status
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Business Development, Facilitator, Holacracy Consulting Services, Marketing, SecretarySpending Authorization - Recurring Escalations
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Spending Authorization - Additional Rules, Spending Authorization - Escalated Process, Spending Authorization - Recurring Escalations, Spending Authorization for Travel
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GlassFrog Marketing, GlassFrog, MarketingGlassFrog CS Hand-offs, Habit Support Lesson Review
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Compensation Processing, People & Partnership, Review AdministratorComp Changes - Effective Date
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Holacracy Coaching Services, Holacracy Resources, MarketingStandardizing Translations of Holacracy Resources
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GlassFrog, MarketingSpending Authorization - Escalated Process, Visual representations of the brands must follow the official Graphic Style Guide
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Spending Authorization - Base Process, Spending Authorization - Escalated Process, Spending Authorization - Extra Rules, Spending Authorization for Travel, Spending Books, Spending Branded Products
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GlassFrog, Habit Support Program Design, Holacracy ResourcesFollow the Communications Style Guide
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Back Office Ops, Holacracy Training, Outreach, People & PartnershipBarter Credit, Promotional efforts must follow the official Communication Style Guide, Spending Authorization - Extra Rules
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Advisor Support, Back Office Ops, Constitution Helper, Data Caretaker, Holacracy Advisor, HolacracyOne Ambassador, Outreach, Sales Operations
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GlassFrog, Holacracy Ecosystem, Holacracy Resources, Holacracy Training, Legal LiaisonGlassFrog CS Hand-offs, Messaging Standards for the Holacracy Brand
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Circle Rep, Holacracy Resources, SecretaryFeature Projections and Commitments, Scheduling Taster Workshops
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Adminion, Attaché, Back Office Ops, Expense Policy Manager, OperationsApplying Travel Policies, Don't Delete E-mails, Ensure Funds are Expected Before Requested, Expense Payments, File storage on Google Drive, Payment Plans, Processing Refunds
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Adminion, Attaché, Operations, People & PartnershipGDrive File Sharing, Google Apps passwords in LastPass
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CoP Community Manager, CoP Engineer, CoP Vision, Holacracy Resources, Holacracy-Compatible Curator, Support Product Analyzer, Support Product Designer, Whole Product Manager
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CoP Community Manager, CoP Engineer, CoP Vision, Holacracy Ecosystem, Holacracy Forum, Holacracy-Compatible Curator
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Accounting, Facilitator, Holacracy Advisor, OutreachChanges in Data Processing, Messaging Standards for the Holacracy Brand
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Help Desk Admin, Legal, Sales OperationsBulk Communications , Registration Location Collection
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Accounting, Holacracy Advisor, Holacracy Training, Whole Product ManagerMessaging Standards for the Holacracy Brand
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2nd Signer, Accounting, Bookkeeper, Collection Steward, Credential-EO, Finance, Fulfillment Falcon, Holacracy Ecosystem, Licensing Implementor, Out-of-Controller, OutreachAdvances for Membership Requirements, Don't Break Finance Processes, Financial Relationships & Transactions, Terminating Holacracy Licensing Agreements
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Licensing StrategyLicensing Quality Standard: Constitution Adoption, Quality Standards for Licensing
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Help Desk Admin, Holacracy Advisor, Holacracy Training, SchedulerScheduling Taster Workshops
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Holacracy ImplementationRe-Using Habit Content Across Offerings, Spending Authoration - Additional Rules, Spending Authorization
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GlassFrog, Holacracy EcosystemMaking Hard-to-Change Decisions, Offering Discounts & Custom Prices, Terminating Holacracy Licensing Agreements
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Promotional efforts must follow the official Communication Style Guide, Visual Branding Standards
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Facilitator, Fulfillment FalconHolacracy Trainer Badge, NDA's for Prospective Partners, Outsiders in Slack, Spending Authorization, W-9's for 1099-required Vendors
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HolacracyOne Service Delivery, Outreach, Spending GuardianSpending Authorization - Escalated Process, Spending Authorization, Spending Books
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Adminion, Assistant Trainer, Event Business Manager, Facilitator Coach, Holacracy Ecosystem, Holacracy Training, HolacracyOne Service Delivery, Hygean Setup, Participant Ambassador, Trainer, Training Design, Training Operations, Whole Product ManagerEvent Expenditures, IP Storage
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Holacracy Ecosystem, HolacracyOne Service Delivery, OutreachIntegration Required Before Major Hard-to-Change Decisions
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BookkeeperDon't Delete E-mails, Integration Required Before Major Hard-to-Change Decisions, Permission to Impact Domains, Spending Authorization
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GlassFrog, Holacracy Ecosystem, OutreachCertification Requirements for Delivery, Disclosing Holacracy Practice
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Assessment Design, Assessor, Certification Support, Competency Modeler, DIY Support, Fulfillment Falcon, Holacracy Development, Holacracy Ecosystem, Toolsmith
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Certification Requirement for Training, Certification Requirements for Delivery, Project Prioritization Using Value/ROI
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Brand Strategy, Circle Rep, Collection Steward, Compliance Guardian, Holacracy Ecosystem, SecretaryRole Assignment Terms
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A/V Producer, Brand Design , Brand Strategy, CoP Customer Support, CoP Program Director, Community Outreach, Customer Relations, Holacracy Group, Holacracy Online Presence, Meta-CR, Open Sourceror, Pretty MultimediaCertification Training Slide Modification
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Customer Relations, Facilitator, GlassFrog, Holacracy Development, Holacracy Group, HolacracyOne Service Delivery, Material Development, Meta-CR, Training DesignOffering Changes Require Pricing Integration, Role Assignment Focus Cap, Service Accountability Policies, Strategy Meeting Process
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Bookkeeper Liaison, Community Outreach, Compliance Guardian, Holacracy Group, Licensing DirectorService Accountability Policies
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Community Outreach, Customer Relations, Meta-CRCreating Public-Facing Accounts, Project Prioritization Using Value/ROI
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Community Outreach, Customer Relations, GlassFrog, Tracker TrackerProject Prioritization Using Value/ROI, Tracking Tracking Systems, Visual Branding Standards
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Holacracy DevelopmentCertification Requirements for Delivery, Certification Training Slide Modification, Don't Break Finance Processes, Role Assignment Focus Cap, Role Assignment Terms, Role Resignations
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CoP Customer Support, CoP Platform PM, CoP Program Director, Holacracy Development, Open Sourceror, Outreach, Partner Courtship Process, Partner Prospector, Partner Transitions, People & Partnership
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GlassFrog, Holacracy Development, HolacracyOne Service Delivery, Pricing StrategyPricing Changes Require Integration
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Holacracy Development, Onboarding Buddy, Onsite Host, Partner Collisions, Partner Feedback Facilitator, Partner GTD Coach, Partnership Communication Catalyst, People & Partnership, Space Management, The HostPartner Certification Requirement
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CoP Customer Support, CoP Platform PM, CoP Program Director, Constitution Steward, Holacracy Development, House Management, Operations, Partner Feedback Facilitator, Partner TransitionsConstitution Steward Role Assignment
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Agent Administration, Holacracy Development, Holacracy Group, Legal, Licensing Director, Onboarding Buddy, Operations, Outreach, Partner Feedback Facilitator, Partner Prospector, Partner Transitions, Partnership Grantor
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Bookkeeper, Circle Rep, GlassFrog, Holacracy Development, Holacracy Group, Outreach, Partner Collisions, Retreat Host, SecretaryCertification Requirement for Training, Expense Payments, Partner Certification Requirement, Password Requirements, Strategy Meeting Process
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Assessment Design, Brand Strategy, CoP Customer Support, CoP Platform PM, CoP Program Director, Compliance Guardian, Constitution Roll-Out, Constitution Steward, Education Business Model, Event Business Manager, Holacracy Education, Holacracy Group, Holacracy Licensing, Holacracy Spokesperson, Holacracy Tools, HolacracyOne Service Delivery, Implementation Trainer, Internal Technical Advisor, Material Design, On-Site Support, Outreach, Participant Ambassador, Partner Interview Process, Partner Prospector, Partnership Grantor, Program Administration, Program Design, Program Design, Program Management, Slide & Material Development, Trainer, Training OperationsConstitution Steward Role Assignment, H1 Bound by Licensing Standards, Licensing Cross-Links, Messages from Licensees
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Facilitator, Finance, GlassFrog, Holacracy Deployment, Holacracy Education, Holacracy Tools, Individual Practice Coach, Operations, Outreach, Partner Candidate Interviewer, Partner Connector, Partner Convener, Partner Feedback Facilitator, Partner Interview Process, Partner Prospector, Partnership Communication CatalystAt-risk Commitments, File Format for Presentation Slides, Role Assignment
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Bookkeeper, Branding Strategy, Constitution Steward, Holacracy Spokesperson, Onboarding Buddy, Partner ProspectorLicensing Cross-Links
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Branding Strategy, Holacracy Deployment, Holacracy Education, OutreachLicensing Cross-Links
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Branding Strategy, Holacracy Tools, Internal Technical Advisor, OperationsDuplication of Data
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Branding Strategy, Hiring Needs, Holacracy Deployment, Holacracy Distillation, Holacracy Education, Holacracy Licensing, Operations, Outreach, Partner Prospector
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Hiring Needs, Holacracy Deployment, Holacracy Distillation, Holacracy Education, Holacracy Licensing, Operations, OutreachCash Prioritizations, Contracting Authority, Licensing Created Content
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Circle Rep, Finance, Holacracy Application, Holacracy Distillation, Holacracy Education, Holacracy Licensing, Outreach, Secretary
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Customer Relations, Facilitator, Holacracy Application, Holacracy Distillation, Holacracy Education, Holacracy Licensing, Legal, OutreachAdvances for Membership Requirements, Billable Travel Expenses, Contracting Authority, Expense Reporting Cut-off, Flight Change Fees, Forwarding Requests to Customer Relations, Frequent Flyer Miles, H1 Bound by Licensing Standards, International Flight Upgrades, Meal Expenses, Partner Travel Policy, Service Accountability Policies, Telephone Expenses
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Content & Outreach, Design Services, Hiring Needs, Holacracy Application, Holacracy Education, Holacracy Licensing, Holacracy Product Development, Operations, Technology Platform Product ManagerMessages from LHP's
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Content & Outreach, Customer Relations, Holacracy Education, Operations, Technology Platform Product ManagerMessages from LHP's
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Assessment Design, Brand Strategy, Branding Strategy Role , Certification System, Community of Practice, Content & Outreach, Credentialing, Customer Relations, Engagement Lead, Event Communications, Financial Model, Financial Regulator, GlassFrog, GlassFrog™ Updater, Holacracy Application, Holacracy Licensing, IP Usage Monitor, Implementation Business Development, Implementation Development & Support role, Implementation Support, LHP Collaboration Facilitator, LHP Cross Link, LHP Fee Maintenance, LHP Onboarding, LHP Retreat Host, Lean Process Coach, Legal, License Agreement Maintenance, Licensing Process, Localization, Marketing Copywriter, Operations, Photographer, Program Design, Project Support, Quality Standards, Trainer, Training Business, Training Operations Support, Training OperationsAdoption, Distributing Event Slides, GlassFrog™, Governance Meetings Proposals, Governance Meetings, LHP Communication, LHP Cross Link Role-filling, LHP Cross Link, LHP Rep Link, Tactical Meetings, User Stories , Workshops Delivered by Non-Coaches
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Community of Practice, Content & Outreach, Emerging Relationships, Graphic Design, Holacracy Product Development, IP Usage Monitor, Lean Process Coach, Localization, OperationsIP Storage
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Brand Strategy, Customer Relations, GlassFrog, Technology Platform Product Manager, Technology Services See meeting minutesAccess Rights Policy, Capturing Contact Details, Forwarding Requests to Community Engagement, Inbound Web Inquires, LHP Attend-with-Client Policy, Metrics, Role Definition Template, Role-based Policies, Strategy Meeting Frequency, Training Cancellation Policy
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Content & Outreach, GlassFrog Account Manager, GlassFrog Product Manager, Legal, Operations, Technology Services CircleCE Cross-Link to Training Business, Current Strategy, Forwarding Requests to Community Engagement, Frequent Flyer Miles, Marketing Authorizing Derivative Works, Role-Based IP Ownership, Strategy Meeting Process
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Community Engagement, Content & Outreach, Facilitator, IP Usage Monitor, OperationsAdvances for Infrastructure Improvements, Prioritization of Processing
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Bookkeeper, Content & Outreach, Engagement Lead, Finance, GlassFrog Account Manager, GlassFrog Product Manager, Implementation Business, LHP Program Circle, Training BusinessMileage Rate, Personal Expense Requirements
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Community Engagement, Content & Outreach, GCC Circle Member, GlassFrog Product Manager, Technology Platform Product Manager, Technology Services CircleDaily Stand-up Process, Governance Meeting Frequency, Strategy Meeting Process, Tactical Meeting Process
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Content & Outreach, Engagement Lead, GlassFrog Circle, IP Usage Monitor, Implementation Business Development, Implementation Business, LHP Program Circle See meeting minutesStrategy Meeting Process
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Core Value Proposition & Services, Current Strategy, Strategic Initiatives, Strategic Theme
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Circle Rep, Community Engagement, Content & Outreach, GlassFrog Circle, Holacracy Spokesperson, Implementation Business, Secretary See meeting minutes
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Circle Rep, Facilitator, Holacracy Product Development, Holacracy Spokesman, SecretaryStrategy Meeting Process
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GCC Circle Member, IP Usage Monitor, LHP Program Circle, Marketing & PR, Speaker Scheduler, Speaker, Support Tools Business, Website DeveloperCE Cross-Link to Training Business
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GCC Circle Member, Implementation Business, LHP Program Circle, Localization, Marketing & PR, Support Tools Business, Training Business
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Assessment Reviewer, Community Engagement, Holacracy Product Owner, Localization, Marketing & PR, Operations, Speaker Scheduler, SpeakerIndividual Organizational Process
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Certification Program, Holacracy Product Owner, Training BusinessLHP Program, Proposals out of Meetings, Subscription Program
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Blogger, Community Engagement, Consulting Business, Holacracy Product Owner, LHP Program Circle, Practice Support ToolsIndividual Organizational Process, Proposals out of Meetings, Strategy Meeting Process
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CoP Host, CoP Product Manager, GlassFrog Developer, GlassFrog Error Monitor, LHP Program Circle, Legal, Practice Support Tools, Software Account Manager, Software Product Manager, Support Products, Training Business, Training Support See meeting minutesApplying Travel Policies, GlassFrog Developer Backlog Selection, Partner Travel Policy