Elisabeth Deutsch

Elisabeth Deutsch

General Company Circle

Purpose: Rewriting the future of organization - Catalyzing the evolution of wholesome organizations.

  • Strategic Alignment

    for Legal, Finance, HR processes

    Purpose:

    dG has a clear and energizing strategic alignment, using all its resources most effectively towards dG's purpose, flow in our collaboration and positive impact in organizations

    Accountabilities:

    • Creating and maintaining a strategizing process that clarifies strategic decision-making + guardrails as reference point for all GCC subcircles
    • Establishing a level of involvement, communication and feedback loops with the whole organization to strengthen commitment for dGs strategic directions
    • Developing and refining strategic clarity from the perspective of what’s good for dG and its environments (integrating the following perspectives: current and future partners, dG’s highest potential, favorite customer, mother earth’s calling, medium- and long-term)
    • Defining scope, assignment and staff for Strategic Council Days to coordinate focus and design
    • Broken record: reminding dG again and again of the strategic decisions which have been made as well as the process to change those should strong tensions arise
    • Defining dG’s favorite customer & communicating within the organization

  • dG Backbone

    Purpose:

    Lean and legally compliant finance processes and partner relations

    Accountabilities:

    • Processing requests for legal advice and representing dG legally
    • Designing, administering and updating a flawless financial and accounting system with clearly defined processes in accordance with legal requirements
    • Providing monthly financial forecasting and impulses for steering dG's finances
    • Selecting, contracting, communicating and taking care of suppliers for accounting, finance, legal advisory, tax advisory
    • Organizing funding/sourcing if necessary for the organization
    • Advising other roles with regards to further development of dG setup
    • Providing a lean and future proof legal setup for healthy partner relations

Customer Facing Circle

Purpose: Populate next:land!

  • Acquisition_Coach

    for JRo

    Purpose:

    Full effectiveness for @Evolutionary Catalyst (Core Partners) on the market

    Accountabilities:

    • Scheduling sparring sessions (approx. 60’ per month)
    • Agreeing quantitative and qualitative targets with the coachee (mandatory topics: capacity utilization, content positioning, visibility in the market, customer relationships ... might be supplemented by other topics) and developing targets further if necessary - to develop competencies for growing, farming and hunting
    • Regularly discussing status and supporting coachee in realizing these and/or organizing support
    • Providing ad hoc sparring if opportunities or risks for target achievement arise in the short term
    • Supporting the coachee in creating transparency regarding their goals and the development process (within dG)

  • Engagement Lead

    for specific projects

    Purpose:

    Awesome management and coordination of consulting projects

    Accountabilities:

    • Contacting current leads (=potential clients) on request by @Staffing Sparring and updating status of lead in the "client-request-list"
    • Publishing client requests on Slack to allow for challenging by @Do or Die
    • Developing cutting-edge proposals (incl. pricing in accordance with @Pricing Strategy  upon request of a customer.
    • Selecting suitable @Evolutionary Catalyst or Project Partners for client projects after integrating feedback of @Staffing Sparring
    • Deciding the staffing of specific workshops within the project, based on transparent decision criteria
    • Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails @projects
    • Forecasting needed consulting resources and sharing relevant information with all @Evolutionary Catalyst or external Catalysts "Project Partners" involved in the project - prior to project launch and throughout project
    • Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant information in the particular project staff and 2) for developing/improving the quality of the consulting strategy/work in a particular consulting project 3) for learning purposes & know-how transfer
    • Storing relevant project documents and emails directly on dG Google drive preferably in Google-doc format under the respective project folder
    • Providing relevant odoo data to @Project Backbone (Accounts, Projects, Sales Order Information)
    • Setting up initial project and governance structure
    • Acting as by default @Ecosystem Partner Relais for Project Partners invited into projects for the first time.
    • Informing @Ecosystem Partner Relais Shepherd about new Project Partners and add relevant data to the project partner list.
    • Adding and updating opportunities in Odoo Pre-Sales Module, creating MVP-Sales Order(s) after proposal is confirmed by client
    • Making agreements regarding the daily rate with involved project partners - taking into account the current Ecosystem Partnership Framework - and integration of feedback from @Pricing Strategy, if required and updating the agreed daily rate in the CFC metrics sheet ("billable days") per each month
    • Scheduling and facilitating regular retrospectives to work better together within the staff and reflect on the staff and its dynamics
    • Creating learning opportunities within the client work for existing and potential staff members (e.g. with less experience and learning objectives in that field)

  • Evolutionary Catalyst

    for specific projects

    Purpose:

    Cutting - edge consultancy services with impact for the client system

    Accountabilities:

    • supporting the @Engagement Lead in developing client-related documents e.g. crafting offers, proposals, design, photo protocol etc.
    • making all client related documents (e.g. offers, proposals, design, photo protocol etc.) accessible and findable using project structure on the dG Google Drive provided by @Project Backbone
    • providing and facilitating excellent consultancy services
    • reflecting regulary the quality of delivery and the relationship with clients through peer to peer reviews inside dG and/or external coaching
    • building relationships with potential clients to acquire new project opportunities that fit to dGs purpose
    • leveraging contacts for dG initiatives
    • providing expert knowledge about consulting practices to the organization in interviews with @Creator and by regularly updating and feedbacking confluence pages

  • 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

  • Project Backbone

    for projects specific

    Purpose:

    sustainable and efficient project administration

    Accountabilities:

    • Updating Odoo according to guidelines published by @Quarterback with all project relevant information (i.e. creating SO for the upcoming three months, accounts, projects, workshops, etc) for confirmed projects until the 10th of every month
    • Providing project structure on the dG Google Drive under the corresponding folder and instructing involved roles and project partners to make all project related documents (e.g. offers, proposals, design, Photo protocol etc.) accessible and findable there
    • By end of month latest: Providing Sales Order number (SO number) and terms of business like daily rate (as agreed by @Engagement Lead ) or travel cost to involved roles and project partners
    • Checking and forwarding incoming invoices and expenses of external partners (project partners) to @Basic Financial Bee
    • Informing external partners about the expense process including deadlines and reminding them about the deadlines
    • Sending invoices to clients
    • Checking and validating information in Odoo before an invoice is created (e.g. timesheets if entered)
    • Reminding clients to pay outstanding invoices after checking invoices list provided by @Controller (after coordinating with @Account Orchestrating and @Engagement Lead if applicable)
    • Triggering @Controller to send a formal dunning letter to client if necessary

dG Backbone

Purpose: Lean and legally compliant finance processes and partner relations

  • CTA Mediator / Facilitator

    Purpose:

    The enlightened state after interpersonal conflicts are solved in a wholesome way, contributing to the personal growth of all

    Accountabilities:

    • Facilitating “Townhall” and “Clear the Air” Meetings
    • Mediating conflicts on request by partners
    • Providing partners with non-judgemental and growth-oriented feedback on conflict behavior - either on request by respective partner or on own initiative

  • Circle Lead

    Purpose:

    Lean and legally compliant finance processes and partner relations

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Controller

    Purpose:

    financial steering and liquid (€) organization

    Accountabilities:

    • Calculating and updating profit distribution based on according algorithm set by @Profit Distribution Architect
    • Withholding the payment of an appropriate amount of D-units to ensure a sustainable cash-flow of the organization
    • Processing individual partners' requests for upfront payment of d-units considering current liquidity and forecast of dG revenues.
    • Providing transparency for unit transactions for all partners.
    • Providing a budget and forecasts on a regular base (at least quarterly) to provide information about the financial situation to all core partners of dG
    • Monitoring cash-flow and communicate steering needs with @General Company Circle
    • Defining needs for and structure of analytic accounts and informing @Basic Financial Bee
    • Collecting, evaluating and prioritizing measures for cost savings
    • Triggering double check (amount and effect on liquidity) using the 4-eyes principle with other role fillers before payment of Units to partners
    • Checking calculations of profit distribution using the 4-eyes principle with other role fillers at least annually

  • Legal Affairs

    Purpose:

    clarity on legal affairs

    Accountabilities:

    • collecting and processing requests for legal advice with suitable lawyers
    • informing circle members in time about status quo of all open legal advice requests
    • monitoring operational and governance decisions whether written consent from all partners is needed (cf. operating agreement), triggering circular resolutions if needed

  • Membership Steward

    for Employees

    Purpose:

    Accurate, fair and legally correct relations of individuals with the organization.

    Domains:

    • contracts regarding membership agreements
    • Salaries for job advertisements

    Accountabilities:

    • Contracting, updating, filling in and archieving all relevant data regarding core-partner status (Beitrittserklärung, Arbeitsverträge, Zeitaufzeichnungen, Krankschreibungen,...)
    • Calling in Tier Assignment Committee on request of any organization member.
    • Serving on the Tier Assignment Committee and People and Partner Committee if required and to the extent defined by GC policy
    • Taking all actions necessary to comply with dG's legal duties as an employer and executing all needed formalities as an interface between dG and employees
    • Participating in interviews of potential partners (after first interview round).
    • Maintaining a list of Tier levels of all limited partners and employee equivalent (according to total gross annual remuneration) and providing Finance with updates in case of changes.
    • Maintaining a list of current postal addresses of all core partners.
    • Organizing applications to update the company register (Eintragungsgesuch ins Firmenbuch) when partners join or leave dG with the notary and members of dg. Filing necessary documents in a way that is accessible to other role fillers (e.g. @General Company Circle, @Controller, @Profit_Distribution_Architect).
    • Setting up agreements regarding part-time leaves (Sabbatical)
    • Designing and evolving dG's salary model as part of dG's membership agreements
    • Administering salary payments including regular check for changes in the newest collective agreement

  • dG Member

    Purpose:

    Well balanced individual and organizational needs

    Accountabilities:

    • Processing individual tensions in the organization
    • Keeping partner agreements up to date

  • dG Navigation Compass

    for Deniz

    Purpose:

    A well supported journey into dG's organizational

    Accountabilities:

    • Supporting a new member to channel and process tensions on request
    • Organizing monthly Checkpoints with members to reflect on the match of organizational and individual needs
    • Coaching the person in focus (pro-) actively with regards to possible, recommendable, desired personnel development activities including purpose fit, individual challenges, resource steering and learning opportunities
    • Supporting a member to dance the act of balance that is needed to stay healthy and fulfill organizational needs.
    • Providing professional leadership to @Evo Cats around professional consulting work
    • Harvesting feedback from relevant roles to collect organizational view for Checkpoints
    • Providing tasks to member in focus which are of relevance for realizing dG's purpose and supporting the partner's personal development.

CTA development and delivery

Purpose: All members of organizations resolve their conflicts and personal tensions in a timely manner, trust that they are heard and understood and find solutions that work for all involved.

  • CTA Engagement Lead

    Purpose:

    Awesome coordination of CTA consulting projects towards next:land

    Accountabilities:

    • Contacting current leads (=potential clients) on request by @Staffing Sparring
    • Developing cutting-edge proposals (incl. pricing in accordance with @Pricing_Strategy) upon request of a customer.
    • Selecting suitable Evolutionary Catalyst or Project Partners for client projects after integrating feedback of @Staffing Sparring
    • Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails projects
    • Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant information in the particular project staff and 2) for developing/improving the quality of the consulting strategy/work in a particular consulting project 3) for learning purposes & know-how transfer
    • Storing relevant project documents and emails directly on dG Google drive preferably in Google-doc format under the respective project folder
    • Providing relevant odoo data to Project Backbone (Accounts, Projects, Sales Order Information)
    • Making agreements regarding the daily rate with involved project partners - taking into account the current Ecosystem Partnership Framework - and integration of feedback from Pricing Strategy, if required.