Tevin Medley

Tevin Medley

Anchor Circle

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

  • Investor Context

    for D-Units - until 4/18/24

    Purpose:

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

    Accountabilities:

    • Integrating and aligning the needs of FPE-Members as Unit holders 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.

  • Strategic Planner & Aligner

    from People, Legal, and Financial

    Purpose:

    Keep the organization focused on what matters

    Accountabilities:

    • There are no accountabilities defined for this role.

People, Legal, and Financial

Purpose: Tending to the people, the money, and the law.

  • 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 and other relational agreements
    • Being a resource for and coaching partners on how to resolve relational tensions
    • Facilitating/mediating conflict and relational disagreements

  • Strategic Planner & Aligner

    Purpose:

    Keep the organization focused on what matters

    Accountabilities:

    • Facilitating meetings with appropriate business partners to identify the company north star and our short and long term strategy of how we get there
    • Aligning company purpose (why), mission (what) and values (how) with all that we do
    • Identifying measures for strategies and lines of business, and evaluating their return on investment
    • Compiling and sharing relevant industry trends that may inform strategy
    • Integrating marketing, equity, organizational, and financial strategy in the overall plan
    • Documenting process and outcomes
    • Reporting relevant metrics

Operations

Purpose: Deliver exceptional quality and purpose-aligned consulting services and products to clients

  • Account Manager

    for Clackamas County

    Purpose:

    Professionally representing The Athena Group at all times by strengthening client relationships when generating new business from existing clients

    Domains:

    • Decisions on escalated project issues

    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 and posting leads 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

  • On-Boarding Buddy

    for Nettie

    Purpose:

    To ease the process of joining Athena as a new Partner

    Accountabilities:

    • Introducing new Partner to key roles on onboarding checklist
    • Being available to new Partner for questions and support until they feel fully onboarded

  • Pillar Stewards

    for Thought Partner - Inner Leadership

    Purpose:

    Build cohesive teams that deliver quality services and products, and secure purpose aligned business that promotes Leadership Health, Organizational Health, and Community Health.

    Domains:

    • Standard work and policies for services and products in each Pillar
    • Decisions on escalated project issues that don't have an @Account Manager
    • After conferring with @Project Manager and @Proposal PM, making final decisions whether to withdraw proposals in process if new information or addenda negatively impacts the likelihood to win the contract

    Accountabilities:

    • Coaching and training relevant Partners and Subcontractors on pillar vision, purpose, services/products, and business development
    • Convening relevant Partners and Subcontractors to build relationships, share knowledge, standardize work where necessary, and build business in and across Athena's services and products
    • Submitting budget proposals to @Financial Operator for training, subscriptions and conferences, and technology
    • Keeping up on industry trends across the Pillars
    • Developing and evolving the Pillar services and products and providing new content to @Web Content, @Proposal Library Administrator, @Marketing Strategy, and @Project Manager
    • Establishing, tracking and reporting on revenue goals and outcome metrics of the @Pillar Stewards
    • Creating specific business development and marketing goals, strategies and objectives across the Pillars in coordination with @Business Development Strategy, @Marketing Strategy, and @Project Manager
    • Identifying talent gaps across the Pillars, and recruiting and filling those gaps, in collaboration with @People_Legal_and_Financial, @Enterprise Membership, and @Financial Operator
    • Working with @Account Manager, @Project Manager, @Project Team Member making necessary decisions on escalated issues that are not resolved at the project level
    • 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
    • Making decisions for which services and products to market based on return on investment, purpose alignment, and strategic direction in collaboration with @Business Development Strategy and @Marketing Strategy
    • Checking PipeDrive daily for identified proposals and moving to lost or qualified.
    • Identifying @Proposal PM, @Proposal Quality Assurance, @Project Manager and @Project Coordinator for proposals that will move forward, and reassign the Pipedrive card to @Proposal PM to start the proposal development process.
    • Moving proposal opportunities to "lost" if a proposal is not "qualified" or project manager or team cannot be identified in time.
    • Creating and updating RFP qualifying criteria based on market changes and business needs
    • Facilitating weekly Pipedrive calls, determining which proposal move forward and which do not, and assigning roles to projects.

  • 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
    • Establishing team member rates and budget for proposals 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

  • 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.)

  • Secretary

    Purpose:

    Stabilize the Circle’s constitutionally-required records and meetings.

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Scheduling regular Tactical Meetings for the Circle
    • Capturing and publishing Tactical Meeting outputs
    • 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

  • Strategic Planner & Aligner

    from People, Legal, and Financial

    Purpose:

    Keep the organization focused on what matters

    Accountabilities:

    • There are no accountabilities defined for this role.