Matt Gilliland
Design and Engineering
General Operations
Product Support
Back Office Ops
Partner Meetups
Purpose:
Build the software the world needs to unleash evolution and empower purpose in organizations
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Internationalization
Purpose:
Global adoption of Holacracy by delivering products for different languages and culturesAccountabilities:
- Monitoring provider performance and providing feedback to improve quality
- Triggering necessary processes to implement translated content for GlassFrog
- Tracking and reporting on translation status of GlassFrog products
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Accountabilities:
- Maintaining onboarding tools and content in Glassfrog
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Accountabilities:
- Developing ShapeUp pitch documents and presenting them during the betting process
- Tracking pitch progress during the build cycle and scoping feature to match the commit
- Accepting pitch user stories in Pivotal Tracker
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Professional Services Steward
for InternationalizationPurpose:
High velocity of change through healthy and quality contracted professional servicesAccountabilities:
- Serving as a liaison to contractors
- Finding and establishing high quality contracted professional services upon request
- Monitoring and maintaining healthy and effective contracted professional services relationships
- Tracking spending on contracted professional services against approved spending authorizations
Purpose:
Our Essence is: GlassFrog is the morning sun, breaking dawn with radiant clarity.
Our Blessing is to provide the spark of insight that ignites the fire of evolution.
Our Mission is to transform every organization into a sanctuary of clarity, passion, and purpose.
Our Message is: Organizational life can be so much better. Lack of clarity is the root of organizational pain, and you can’t optimize what isn’t clear to start with. Creating organizational clarity enables change, and change enables evolution; and once you’ve unleashed evolution in your company, progress isn't just possible, it's unstoppable.
Note: GlassFrog uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".
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Affiliate Manager
Purpose:
GlassFrog has well-equipped external affiliates and similar partners driving lots of delighted new customersAccountabilities:
- Identifying and courting potential external sales affiliates and similar partners within the key target markets defined by @GlassFrog Marketing, and onboarding appropriate candidates into an affiliate program defined by @Business Manager
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Back Office Ops
Purpose:
Delight business line stakeholders with accurate, useful, and timely back-office supportDomains:
- Financial transaction processing systems & processes
- Partner onboarding checklist template
Accountabilities:
- Implementing accounting systems, processes, and transactions to support the needs of the organization
- Presenting the Organization's financial performance and status to all partners regularly
- Selecting and maintaining the company's needed insurance policies, including group health insurance policies for partners
- Selecting, maintaining, and configuring general infrastructure systems and platforms for the organization, and securing them from evil and ignorance
- Maintaining a unit ledger for the company, including tracking all grants and changes in unit ownership and capital accounts
- Administering DNS records for domain names intended to point to websites that are primarily GlassFrog or GlassFrog-branded, and announcing changes that would impact the uptime or configuration of those websites
- Implementing and maintaining a registry for tracking requested and required Relational Agreements, and which Partners have agreed to each
- Scheduling Board-circle meetings and Member Meetings in alignment with the Board Secretary's requests and all requirements and constraints in the company's Operating Agreement and Board policies, and notifying all invited parties of all required details
- Administering the company's Partnership Review and Compensation Review processes
- Onboarding and orienting new partners into/to the company and its core platforms, systems, and processes
- Creating and maintaining fair and lightweight travel and expense reporting policies
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Domains:
- GlassFrog business model
Accountabilities:
- Defining standard pricing models for GlassFrog subscriptions and related services, and standard service level agreements and contract terms for such subscriptions that comfort the market and are practical to deliver upon
- Creating & maintaining a pitch deck to support fundraising efforts
- Defining & evolving a comprehensive set of metrics for @General Operations that make holistic business performance transparent and easy to grok
- Driving the definition and regular review of OKRs for all roles in @General Operations, in alignment with any direction or constraints specified by its Circle Lead
- Monitoring all @General Operations metrics & progress against OKRs and driving optimizations where practical, including challenging other role-fillers to find and enact creative ways to improve performance and supporting their efforts to do so
- Defining an overall business model, deal terms, and contract(s) that enable GlassFrog sales affiliates to drive new business
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Circle Rep
from Product SupportPurpose:
Tensions relevant to process in a broader Circle channeled out and resolved.Accountabilities:
- Seeking to understand Tensions conveyed by Role Leads within the Circle
- Discerning Tensions appropriate to process within a broader Circle that holds the Circle
- Processing Tensions within a broader Circle to remove constraints on the Circle
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Compensation Guardian
Purpose:
Fair relative compensation levels, aligned with @Compensation_Architect's guidanceAccountabilities:
- Sharing perspectives on request about criteria that would be meaningful to them in considering compensation comparisons (e.g. comparable archetypes, location, company size, include benefits?, etc.)
- Assessing proposals for compensation placements against other existing placements, and against the general guidance published by @Compensation Architect
- Providing feedback to partners upon request after their compensation proposals have received a vote
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Partnership Assessor
Purpose:
Requisite partner/org relationships consummated, and requisite transitions enactedAccountabilities:
- Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role
- Assessing Partners for continued partnership during scheduled Partnership Reviews
- Sharing information and context at an appropriate moment about partners transitioning out of the organization
- Assessing partnership grant proposals
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Partnership Steward
Purpose:
A healthy tribe and tribe space for GlassFrog, where partners thrive while contributing their giftsAccountabilities:
- Assessing nominees for the @Partnership Steward role
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Domains:
- Customer data in GlassFrog's production database
- GDPR compliance-tracking data in the GlassFrog production database
Accountabilities:
- Announcing new products and features to customers and internal stakeholders
- Supporting user adoption of new features
- Creating and maintaining example/demonstration orgs with certain attributes upon request
- Configuring and maintaining GlassFrog's customer support platform and knowledge base
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Accountabilities:
- Responding to prospect inbound inquiries
- Demonstrating key product features to our prospects
- Sharing prospect feedback to appropriate roles
- Championing user stories that encourage signups, conversions, and retention
- Engaging with new and existing leads to cultivate interest
- Negotiating custom contracts as needed for enterprise clients and others with special needs
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Domains:
- All governance records of the Circle
Accountabilities:
- Scheduling Governance Meetings for the Circle
- Capturing and publishing the outputs of the Circle’s Governance Process
- Interpreting the Constitution and anything under its authority upon request
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Accountabilities:
- Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow
Purpose:
Easy onboarding, smooth operations, delighted customers
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Accountabilities:
- There are no accountabilities defined for this role.
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Circle Rep
Purpose:
Tensions relevant to process in a broader Circle channeled out and resolved.Accountabilities:
- Seeking to understand Tensions conveyed by Role Leads within the Circle
- Discerning Tensions appropriate to process within a broader Circle that holds the Circle
- Processing Tensions within a broader Circle to remove constraints on the Circle
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Accountabilities:
- Tending relationships with key current customers
- Identifying relationships with key current customers proactively according to guidelines defined by @Business Manager
- Demonstrating key product features that enable customers to maximize their use of GlassFrog
- Capturing and sharing feedback from customers with appropriate roles to improve the utility and usability of GlassFrog
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Domains:
- GDPR compliance-tracking data in the GlassFrog production database
Accountabilities:
- Notifying @Privacy Compliance Operations two weeks in advance of the deadline to satisfy a GDPR Right-to-be-Forgotten request that requires GlassFrog database changes.
- Understanding relevant laws and regulations, national and international
- Creating and implementing a compliance strategy
- Communicating with current and prospective clients about our policies and compliance
- Defining processes, policies and metrics required to maintain privacy law compliance
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Domains:
- All governance records of the Circle
Accountabilities:
- Scheduling Governance Meetings for the Circle
- Capturing and publishing the outputs of the Circle’s Governance Process
- Interpreting the Constitution and anything under its authority upon request
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Accountabilities:
- Responding to GlassFrog security, process, practice and other questionnaires from current and prospective customers
- Documenting and publishing responses that can be referenced for future questionnaires
- Identifying and sharing major gaps and opportunities with appropriate roles
Purpose:
Delight business line stakeholders with accurate, useful, and timely back-office support
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Accountabilities:
- Reviewing cash transfers and similar banking-related requests against the initiator's authority, and approving authorized transactions
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Circle Lead
Purpose:
Delight business line stakeholders with accurate, useful, and timely back-office supportAccountabilities:
- There are no accountabilities defined for this role.
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Accountabilities:
- Reviewing and approving (or rejecting) expense reports to ensure alignment with the Expense related policies
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Legal Liaison
Purpose:
Abstract intentions are captured into concretely-defined relationships and legal risks are identifiedAccountabilities:
- Clarifying constructs in the company's operating agreement for partners and prospective partners upon request
- Monitoring and maintaining GlassFrog intellectual property
- Coordinating contract drafting and legal review/advisory services upon request from other roles
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Accountabilities:
- Initiating conversations with new Partners to provide thought-partnership on their transition into the company
- Answering questions from Partners about Holacracy, the company's activities, the partnership, and how all of these work together
- Supporting Partners to find a professional development path in the partnership upon request
- Talking with Partners upon request to help them build perspective on tension processing pathways including differentiating tensions best processed personally versus organizationally
- Documenting completed tasks on the new Partners onboarding checklist as defined by @Back Office Ops
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Accountabilities:
- Stewarding Google Voice account
- Transcribing voice messages and delivering them to relevant roles
Purpose:
Partners convening, connecting, and collaborating in conducive physical and virtual spaces
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Accountabilities:
- There are no accountabilities defined for this role.
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Accountabilities:
- There are no accountabilities defined for this role.