Tevin Medley

Tevin Medley

Anchor Circle

Purpose: To cultivate the capacity for transformational change in self, systems and society

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Circle’s regular Tactical Meetings
    • Facilitating the Circle’s Governance Process
    • Triggering new elections for the Circle’s elected Roles after each election term expires
    • Auditing a Sub-Circle’s meetings and records on request and declaring a Process Breakdown if one is discovered
    • Completing Facilitator training within 90 days of assuming the role (if not yet completed)

  • Investor Context

    for D-Units (October 11, 2024 - October 10, 2025)

    Purpose:

    Company Property (Membership Units) Allocated and Distributed for Optimal Pursuit of Purpose

    Accountabilities:

    • Integrating and aligning the needs of investors with the operational needs of the Organization.
    • Scheduling investor meetings as needed.
    • Keeping meeting minutes, or designating an attendee to do so.
    • Ensuring meetings are recorded.
    • Providing meeting minutes and recordings to associated investors in a timely manner.
    • Engaging with investors, supported by @Financial Operator , to set annual investor goals and priorities.
    • Reviewing performance of @Financial Operator annually, with emphasis on achieving investor goals and priorities.

Operations

Purpose: Delivers attuned, quality services with a diverse community in alignment with our value proposition so that our clients can build the capacity for measurable impact; and build systems of support and intentional relationships so that when clients need us, they trust us to do the work.

  • Account Manager

    for Clackamas County, WA Dept of Agriculture, WSHFC

    Purpose:

    Professionally representing The Athena Group at all times and strengthening client relationships

    Domains:

    • Escalated project issues process

    Accountabilities:

    • Being curious and interested in learning about the client's industry and cultures
    • Identifying other needs the client may have and reaching out to share Athena services or products that may be helpful
    • Checking in with the account contact at regular intervals, in person if appropriate and budgeted
    • Mitigating and removing project risks and project issues as requested by @Project Manager
    • Identifying leads for @Customer Relationship Management Software Expert to post in Pipedrive
    • Conducting mid-project check-ins on projects and providing guidance and feedback to @Project Manager and @Project Team Member for projects with a timeline longer than 3 months and a budget of more than $100,000. The mid-project check-in can be completed for other projects as needed.
    • Attending all project close-out "lessons learned" meetings within the account, and integrating changes into future trainings, standard work, or company improvements
    • Building business opportunities

  • Community Network Builder

    Purpose:

    Community diplomacy that drives Athena's asset based approach to community well-being and shared learning

    Domains:

    • Community Partnerships

    Accountabilities:

    • Facilitating community partnership engagements.
    • Creating community partnership agreements.
    • Cultivating community connections.
    • Mapping community partnership opportunities.
    • Establishing community partnership standards.
    • Reporting on the status of community partnerships and their impact on Athena's projects to the Anchor Circle.
    • Collaborating with relevant roles within Athena to integrate community insights and opportunities into projects.
    • Nourishing relationships with community partners to enhance collaborative efforts.
    • Maintaining partnership communication channels
    • Identifying community partnership opportunities
    • Leveraging and honoring community intelligence and wisdom
    • Informing Athena's @Project Manager, @Project Team Member, @Account Manager, @Portfolio Steward, @Proposal Library Administrator, and @Proposal Quality Assurance with local knowledge from those closest to the challenge/issue.

  • Project Manager

    for 3+ people projects

    Purpose:

    Professionally representing The Athena Group at all times with excellent project team development and delivery

    Domains:

    • Changes to scope, budget, team, timeline, tasks, and deliverables
    • Setting team member rates based on current rates in the Rate Sheet resource; working with @Enterprise Membership when a team member does not have an hourly rate.
    • Establishing and maintaining revenue projections for active projects
    • Developing proposal/project budgets using current policies and tools set by @Financial Operator

    Accountabilities:

    • Working with @Proposal PM and @Project Team Member to complete new content for proposals, including scope, schedule, and budget
    • Estimating project hours for proposals in coordination with @Project Team Member
    • Being the point of contact for the client and managing client expectations if there is not an @Account Manager
    • Managing project in all its phases, including Project Initiation, Planning, Execution (Communications, Change, Risk), Monitoring (Quality), and Close Out
    • Right-sizing the level of project management to the size of the project
    • Tracking client decisions and creating change orders that impact change to scope, schedule, or budget
    • Assigning @Project Team Member and adding and removing project team members and communicating the change with client, team @Project Coordinator
    • Making sure project risks are mitigated and project issues resolved, and if not, escalating the risk/issue to the Client Sponsor.
    • Meeting with clients after every proposal submission to debrief when Athena is not awarded a contract, and communicating the why to Business Development Strategy
    • Making sure high quality surveys are delivered in coordination with @Survey Expert
    • Filling the role of @Proposal PM and @Project Coordinator, unless a role filler is assigned.
    • Ensuring each @Project Team Member is in compliance with Client contractual requirements and restrictions (e.g. lobbying restrictions, invoicing requirements, record retention, etc.)
    • Sharing contract amendments and revisions with @Project Team Member while they are in process, and requesting feedback from @Project Team Member before signature.
    • Ensuring the closeout process is completed for all clients with a timeline longer than 3 months and a budget of more than $100,000. The closeout process can be completed for other projects as well at the project manager's discretion.
    • Sharing Athena's Harm Accountability guide with each new team and reaching out to @Relational Space Coaching for support when needed
    • Evaluating if subcontractors need an Athena Microsoft 365 subscription and making proposals to @Portfolio Steward when they do. Proposals should include duration, purpose, and level of subscription (Basic or Standard).
    • Ensuring there is a structured and supportive meeting held when there is a change in Project Management, providing the new @Project Manager with background, resources, and other appropriate supports to make certain that the new @Project Manager is setup for success.
    • Proposing hourly rate changes to @Invoicing and Revenue Recovery, if a project has already started.

  • Project Team Member

    Purpose:

    Professionally representing The Athena Group at all times by honoring commitments to the project team and producing quality client deliverables.

    Accountabilities:

    • Completing quality work within scope, schedule and budget as outlined in Work Order or Invoicing Template
    • Entering actual and estimated hours into monthly invoice on time and accurately
    • Participating in client interviews
    • Complying with Client contractual requirements and restrictions (e.g. lobbying restrictions, invoicing requirements, record retention, etc.)

  • Service Delivery and Design Lead

    for IDEA+J Coaching and Training; IDEA+J Strategic Planning (Revisit 12/2024), Community Mapping (with Claudia)

    Purpose:

    Caring for the delivery of consistent, outcome-driven project work

    Domains:

    • Standard work and policies, within focus area(s)
    • Withdrawal of proposals in process, within focus area(s)

    Accountabilities:

    • Defining and developing standard expectations for the delivery of a service or product within a portfolio
    • Coaching and training relevant Partners and Subcontractors on the delivery of a service or product within a portfolio
    • Developing and evolving services and products within the portfolio, and providing content to @Undefined Role, @Proposal Library Administrator, @Marketing Strategy, and @Project Manager
    • Recruiting talent in coordination with @Portfolio Steward, @Enterprise Membership, @Financial Operator
    • Conducting mid-project check-ins on projects without an @Account Manager and providing guidance and feedback to @Project Manager and @Project Team Member for projects with a timeline longer than 3 months and a budget of more than $100,000. The mid-project check-in can be completed for other projects as needed.
    • Attending all project close-out "lessons learned" meetings for projects without an @Account Manager, and integrating changes into future trainings, standard work, or company improvements
    • Recommending RFP qualifying criteria based on market changes and business needs in collaboration with @Portfolio Steward

People Circle

Purpose: Become a model workplace of the future so that the people doing the work are making an impact, having fun, and living into their zone of genius.

  • Association Agreement Signers

    Purpose:

    Individuals who have signed the Association Agreement.

    Accountabilities:

    • Practicing the tenets of the Association Agreement.

  • Relational Space Coaching

    Purpose:

    Helping partners and members resolve relational tensions (as opposed to organizational tensions processed through Holacracy structures)

    Accountabilities:

    • Facilitating the creation, periodic review, and revision of Athena's social agreements and related values, habits, and behaviors.
    • Being a resource for and coaching partners on how to resolve relational tensions
    • Facilitating/mediating conflict and relational disagreements

Oshun (Special Interest Group)

Purpose: To meet the growing market demand of capacity building of community-based organizations, agencies, and funders pursuing culturally appropriate solutions, The Athena Group is developing a special interest group of practitioners serving the needs of the emerging channel of “by us, for us” movement that aims to center the lived experiences of those practitioners proximal to the challenges to be solved. The leaders of Oshun are interested in exploring the changing environment of our communities through leadership academies, technical assistance, innovation and formalization of community-first tools, measuring and evaluation, healing through storytelling, restorative justice in intentional action, and building networks of relationships that advance the collective wisdom of Athena and its clients to achieve more and do better.

  • Oshun Member

    Purpose:

    To meaningfully engage in the SIG

    Accountabilities:

    • There are no accountabilities defined for this role.