Faith Trimble

Faith Trimble

Anchor Circle

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

  • Financial Operator

    from Legal and Financial Circle

    Purpose:

    Financial company performance

    Domains:

    • Sets Margins for Invoicing/Budget Spreadsheets

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Operating Agreement Keeper

    for Twelve months

    Purpose:

    Unspecified

    Domains:

    • Operating Agreement

    Accountabilities:

    • Interpreting terms, conditions and requirements of Company’s Operating Agreement as needed
    • Integrating tensions of Anchor Circle members and updating Company’s Operating Agreement as needed

  • 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.

    Domains:

    • Property and ordinary operations

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Strategic Planner & Aligner

    from Operations Circle

    Purpose:

    Keep the organization focused on what matters

    Accountabilities:

    • There are no accountabilities defined for this role.

Legal and Financial

Purpose: Caring for the financial health and reducing legal risk so that The Athena Group Partners can focus on impactful work

  • Accounting

    for Contract out - Sue Vickerman

    Purpose:

    Prepare and submit corporate tax returns

    Accountabilities:

    • Calculating and paying appropriate state and federal income taxes
    • Processing K1s
    • Advising company on compliance with Internal Revenue Service and State Dept of Revenues rules and regulations

  • Circle Rep

    to Operations Circle

    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

  • Financial Operator

    Purpose:

    Financial company performance

    Domains:

    • Financial processes and policies
    • Company contracts

    Accountabilities:

    • Overseeing contracting of bookkeeping, and accounting and tax services
    • Securing and managing approved debt within debt limits, and reporting out on debt status
    • Managing timely payments of vendors, members and employees
    • Signing checks or designating who can sign
    • Overseeing financial performance weekly, and making financial decisions on the daily
    • Improving financial management processes
    • Establishing chart of accounts in coordination with @Bookkeeping
    • Making lease decisions and negotiating leases
    • Collaborating with @Enterprise Membership to make sure that determinations about who has access to what platforms and systems, and at what levels, is in alignment with the financial needs of the organization
    • Preparing and distributing a mid-year and annual investors report to all Investors

  • Legal Representation

    for Contract out - Jim Randall

    Purpose:

    Keep the company in legal compliance

    Accountabilities:

    • Maintaining legal corporate status
    • Answering legal questions
    • Providing legal representation
    • Reviewing contracts when needed
    • Maintaining legal documentation

  • Pencil Whip

    Purpose:

    Ensuring all company documents are signed in a timely manner

    Accountabilities:

    • Signing company documents, except for those documents with explicit signing domain.

  • 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

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 Transit agencies, DES, SPSCC, TESC, UW, Commerce, WaTech, Dept of Health, OFM, DCYF

    Purpose:

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

    Domains:

    • Active project contracts (contract amendments, terminating contracts/firing clients)

    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

  • Athena Spokesperson

    Purpose:

    Crystalize & convey the Athena brand - reveal its why to the world

    Accountabilities:

    • Heralding Athena to and within relevant broader contexts, including press channels, media organizations, purpose-aligned movements, partner organizations and associations, and potential key strategic clients
    • Defining and publishing criteria for acceptable speaking engagements to support interested parties making a decision independent of seeking permission.
    • Shepherding relationships resulting from Athena Spokesperson's activity through an appropriate connection point into other Athena roles
    • Sharing key evolutions in Athena's Spokesperson's storytelling and meaning making around the Athena brand and practice with key stakeholders
    • Removing incongruencies between the brand's authentic identity and what's conveyed in actions or expressions by Partners, Subcontractors, and Vendors.
    • Delivering Athena presentations scheduled by roles in Marketing
    • Vetting, without being confined by consensus, on important statements about The Athena Group

  • Business Development Strategy

    Purpose:

    Ensure Athena's long-term vitality by guiding sustainable business growth, knowing when to scale, maintaining alignment with market trends and centering Athena's purpose as it evolves.

    Accountabilities:

    • Recommending business development and marketing budget to @Financial Operator
    • Determining which conferences and symposiums Athena should speak at, participate in, or organizations to sponsor
    • Selecting strategic company sponsorships, contributions or subscriptions and presenting the return on investment to the partnership
    • Developing a coordinated business development strategic plan with @Portfolio Outcome Steward and @Service Steward
    • Engaging with clients and partners to understand shifts in the ecosystem
    • Supporting @Portfolio Outcome Steward, @Service Steward, and @Account Manager to achieve their vision for business strategy
    • Supporting client-facing partners with their business development needs
    • Developing and updating Athena's unique value propositions
    • Aligning business development strategies with both established and current market trends
    • Leveraging insights into long-standing industry practices while remaining adaptive to emerging opportunities and shifts in market dynamics

  • Circle Lead

    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.

    Domains:

    • Role assignments and role focus. Article 1 (§1.4.1)

    Accountabilities:

    • Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit.
    • Allocating the Circle’s resources across its various Projects and/or Roles.
    • Establishing priorities and Strategies for the Circle.
    • Defining metrics for the circle.
    • Removing constraints within this Circle as it effects the Super-Circle enacting its Purpose and Accountabilities.
    • Energizing all accountabilities of the circle unless they are covered by other roles or processes within the circle. Article 1 (§1.4)
    •  Acting as the role lead of any unfilled roles within the circle. Article 1 (§1.4.2)

  • Circle Rep

    from Legal and Financial Circle

    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

  • Creative Quality Assurance and Branding Expert (Creative QA)

    Purpose:

    Ensure that written, visual, and design deliverables maintain a high level of quality, consistency, accessibility, and are in alignment with Athena's branding guidelines.

    Domains:

    • Athena Group branding & style guidelines

    Accountabilities:

    • Completing final review of project deliverables as requested by @Project Manager or @Project Team Member to ensure a high level of quality, consistency, accessibility, and alignment with Athena's branding guidelines.
    • Conducting regular quality checks of project deliverables and reporting out on opportunities for improvement.
    • Defining and evolving Athena's brand identity and branding guidelines.
    • Creating high-quality templates for project teams who deliver written reports, meeting agendas, PowerPoint presentations, or other products as requested.
    • Training project teams on branding guideline updates and quality expectations for project deliverables.
    • Developing, implementing, and maintaining procedures and guidelines for deliverable review.
    • Creating and evolving the graphic portion of Athena key products, services and deliverables.
    • Designing flyers, brochures, and other materials as requested by @Business Development Strategy or @Portfolio Outcome Steward

  • Financial Operator

    from Legal and Financial Circle

    Purpose:

    Financial company performance

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Portfolio Outcome Steward

    for Organizational Health

    Purpose:

    Global direction within and between portfolio of services and products that generate purpose aligned business

    Domains:

    • Project opportunity qualification
    • Portfolio alignment
    • Service Steward assignments

    Accountabilities:

    • Convening relevant Partners, Subcontractors, and Strategic Partners 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, conferences, and technology
    • Keeping up on industry trends within and across the Portfolios
    • Developing portfolio outcomes, determining the services and products within the portfolio and identifying the talent needed for those products and services
    • Participating in the creation of business development and marketing goals, strategies and objectives in coordination with @Business Development Strategy and @Service Steward
    • 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 @Service Steward
    • Assigning a @Service Steward for each service or product within the portfolio
    • Establishing, tracking and reporting on portfolio outcome metrics
    • Selecting strategic company sponsorships, contributions or subscriptions and presenting the return on investment to the partnership
    • Reviewing all project close-out "lessons learned" meeting notes for possible strategic redirection or positive recognition
    • Engaging with clients and partners to understand shifts in the ecosystem
    • Collaborating with @Strategic Planner & Aligner and Circle Leads on determining the design team for partner retreats
    • Making decisions on which subcontractors should have an Athena Microsoft 365 subscription and at what level. Communicating those decisions to @Project Manager and @Technology Operations.
    • Reviewing Spend Down Indicator data, and engaging @Project Manager when necessary
    • Serving as @Account Manager on a project, where there is no previously assigned @Account Manager
    • Supporting @Procurement Expert with understanding qualifying criteria
    • Reviewing newly identified opportunities to determine whether they meet qualification criteria and assign to @Service Steward as outline in the proposal development process
    • Using proposal win/loss data and delivery learning to refine qualification criteria, service strategy, and portfolio focus over time
    • Facilitating weekly Pipedrive calls
    • Following Proposal Process

  • Project Manager

    for 3+ people projects

    Purpose:

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

    Domains:

    • Project Contract (including Scope, Schedule, Budget)

    Accountabilities:

    • Working with Proposal Writer 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
    • Following and using Athena's project management, invoicing and contracting standards, protocols, and standard work set by @Project Office to manage projects in all 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
    • Managing a change log, documenting 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, and Project Administration
    • 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
    • Filling the role of @Project Administration 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 Outcome 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.
    • Coordinating hourly rate changes with @Enterprise Membership and @Invoicing and Revenue Recovery, if a project has already started.
    • Tracking project team members hours, forecasting hours needed to complete the scope of work, and updating monthly revenue estimates
    • Establishing and maintaining revenue projections for active projects
    • Developing proposal/project budgets using current policies and tools set by @Financial Operator
    • Following the Proposal Process
    • Selecting rates for non-Partner project team members based on current rate ranges in the Rate Sheet and project budget considerations. Working with @Enterprise Membership when a non-Partner project team member does not have an hourly rate.

  • 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.)
    • Participating actively in project closeout activities, including coordinating with @Proposal Coordinator to update resumes and bios with the new project information

  • Proposal Coordinator

    for Backup

    Purpose:

    Timely setup, submittal and follow-up for Athena proposals

    Accountabilities:

    • Crafting and adding bios, resumes, references and project experience for all Partners, subcontractors and business associates to the Proposal Library using appropriate templates within 1 week of onboarding; and sharing bio with role that updates website
    • Updating Proposal Library with frequently used business information (certifications, tax numbers, etc), Project Manager signatures, information for bios, resumes, references, and project experience for all Partners, subcontractors, and business associates
    • Updating Proposal Library with references, project experience, photos, testimonials after all project close-outs
    • Following the proposal process

  • Proposal Library Systems Administrator

    Purpose:

    Provide structural integrity and guidance for use of the proposal

    Domains:

    • Proposal Library
    • Proposal Development Process

    Accountabilities:

    • Making sure design is consistent with branding guidelines
    • Training and supporting @Proposal Writer and @ProposalCoordinator on how to use the proposal library to its fullest capacity
    • Troubleshooting issues with the proposal library vendor's support team
    • Researching the appropriate proposal library platform and proposing budget to @Enterprise Solution Architect
    • Determining who has access to the proposal development platform
    • Following the Proposal Process
    • Setting up the file structure for the proposal library and updating the proposal process in collaboration with users
    • Identifying roles that have an accountability for firm specific content and applying a reminder protocol for those roles to review and update the content
    • Collaborating with users to determine best proposal platform

  • Proposal Writer

    for Organizational Planning, Development, Design, Improvement and Assessments, Change/Project Management, Retreats

    Purpose:

    To create and persuade proposals that consistently impress clients

    Accountabilities:

    • Reviewing  RFP requirements  and  developing summary RFP notes with relevant requirements
    • Facilitating the proposal development call with project leadership team (and other team members if requested) to assign and set deadlines for completing the proposal.
    • Submitting team questions to client, and/or Letters of Interest if requested
    • Attending proposal pre-bid conference when @Project Manager  is not available.
    • Composing proposal content with web content accessibility guidelines in mind.
    • Adding and maintaining standard project approach language to the Proposal Library
    • Following the Proposal Process

  • Service Steward

    for See Roles Assigned To Services in Notes

    Purpose:

    Ensure consistent, high-quality delivery of services by operationalizing strategic decisions into standard work, trained teams, and delivery readiness.

    Domains:

    • Service delivery practices
    • Standard work for the service
    • Service team

    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 Proposal Writer and @Business Development Strategy
    • Identifying and recruiting delivery talent in coordination with @Portfolio Steward and @Enterprise Membership, based on service delivery needs
    • 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 go/no go decision on qualified opportunities, as outlined in the proposal development process
    • Ensuring project teams are developed in accordance with the proposal development process
    • Working with @Portfolio Steward to identify opportunities to develop internal capacity to deliver service(s)
    • Ensuring that RFP and RFQ Go-No Go decisions are made no later than 10 business days before the submission due date.
    • Working with @Portfolio Outcome Steward to identify opportunities to develop internal capacity to deliver service (s)
    • Following the Proposal Process

  • 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
    • Coordinating the design of partner retreats in collaboration with @Portfolio Outcome Steward and Circle Leads, along with @Earnings Advisor

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.