Mary Beth Lepkowsky
General Company Circle
Teams and Leaders Programs
Website
Programs and Services
Human Resources
Business Development
Organizational Development
Admin and Operations
Purpose:
We work with people, teams, and communities to imagine ways in which everyone can thrive; and equip them with the practical knowledge, tools, and skills to make it happen.
The General Circle provides strategic direction for HSA and creates strategic alignment across all circles.
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Accountabilities:
- There are no accountabilities defined for this role.
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Business Development
Purpose:
To determine capacity to meet current and future contract obligations.Accountabilities:
- Allocating staff resources to contract assignments (Mapping out calendar)
- Developing proposals and contracts
- Negotiating contracts including scope of work
- Informing project leads of the terms and responsibilities of the associated contract
- Coordinating with finance and HR roles to evaluate and plan current and future staffing projections
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Circle Lead
Purpose:
We work with people, teams, and communities to imagine ways in which everyone can thrive; and equip them with the practical knowledge, tools, and skills to make it happen.
The General Circle provides strategic direction for HSA and creates strategic alignment across all circles.
Accountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Organizational Development
Purpose:
To build internal capacity for teamworking and fulfilling HSAs missionAccountabilities:
- There are no accountabilities defined for this role.
Purpose:
To develop and deliver innovative programs to develop leadership skills and build trust and autonomy in teams.
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Circle Lead
Purpose:
To develop and deliver innovative programs to develop leadership skills and build trust and autonomy in teams.Accountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Purpose:
To establish and maintain online presence that is consistent with HSA vision, mission, and values.
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Brand Ambassador
from Admin and OperationsPurpose:
To ensure HSA programs and offerings are consistent with brand guidelinesAccountabilities:
- There are no accountabilities defined for this role.
Purpose:
To develop and deliver innovative programs. To secure and implement contracts and their respective scopes of work related to Person-Centered Thinking, Planning, and Practices, Leadership Skills, and Organizational Development.
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Accountabilities:
- Preparing and updating slides, participant materials, and timed agenda as needed
- Facilitating the Compassion@Work and other Compassion sessions
- Coordinating with hospitality/technology lead
- Approving the final slides, participant materials, and timed agenda
- Providing program description, testimonials, quotes, invitation blurb, images if applicable as outlined in the marketing guide
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Accountabilities:
- Coaching trainer candidates
- Providing feedback to trainer candidates
- Following TLC processes for trainer candidates
- Updating curriculum according to TLC
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Accountabilities:
- Meeting regularly with Facilitator to figure what is needed for program
- Being familiar with Progress for Providers and Person Centered Approaches with teams and organizational change
- Facilitating breakout room discussions related to Progress for Providers
- Helping to implement a sprint model/approach
- Checking in on change maker teams and responding to questions and support as needed
- Helping each organization tell their story including interviews and producing final report
- Providing logistics support for Zoom sessions
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Accountabilities:
- Coordinating outreach to PCT Trainers and PL Facilitators who have been mentored by HSA and HSA Affiliate Partners
- Surveying prospective participants to determine content priorities
- Coordinating with Marketing Role to promote event
- Coordinating with Eventbrite Lead role to build registration page
- Engaging guest facilitators
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Supported Decision Making Lead
Purpose:
Provide project leadership for Supported Decision-Making programsAccountabilities:
- Coordinating with content developers
- Coordinating with contracting organizations
- Coordinating with Marketing Role and Branding Role to design and disseminate program information
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Accountabilities:
- Developing content for teams and leaders programs
- Facilitating teams and leaders programs
- Determining the annual programs to be offered within the Teams and Leaders series
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Teams and Leaders Programs
Purpose:
To develop and deliver innovative programs to develop leadership skills and build trust and autonomy in teams.Accountabilities:
- Being aware of funding opportunities by subscribing to alerts and reaching out to personal and organizational networks.
- Determining the annual calendar of programs and offerings for teams and leaders.
- Designing, developing, coordinating and delivering programs related to leadership and team development.
- Writing monthly project summaries to include in progress reports.
- Coordinating with Marketing role to create content for promotional materials.
- Staying current on trends in leadership and self-managing teams.
Purpose:
To create a positive employee environment and look at policies, processes and benefits for team members
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Buddy
for Finance, Admin rolesPurpose:
To be and identified ‘go to” person during a new employees introductory period (3-Months), being available and accessible to support new employees to explore their new roles and feel safe and supported to ask questions and ask for guidance while becoming familiar with the HSA processes and culture.Accountabilities:
- Scheduling regular check-in meetings with new employees
- Providing coaching and feedback as needed
- Sharing of information and resources that can inform and strengthen the employee’s roles
- Listening and guiding with compassion
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Circle Lead
Purpose:
To create a positive employee environment and look at policies, processes and benefits for team membersAccountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Purpose:
To determine capacity to meet current and future contract obligations.
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Accountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Customer Care Liaison
Purpose:
To be the contact person for implementing scope of work with customerAccountabilities:
- Checking terms of contract and track, facilitating and communicating enrollment needs
- Checking in regularly if all needs are being met
- Contacting customer to share appreciations
- Identifying program administrator at contract finalization and notify that person
- Scheduling kick off call with facilitator(s), program admin, and customer representative for each contract and/or program
Purpose:
To build internal capacity for teamworking and fulfilling HSAs mission
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Accountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Confirmation Practice Coach
Purpose:
Support the team in learning about and implementing confirmation practices as an alternative to traditional performance managementAccountabilities:
- Providing resources to learn about confirmation practices
- Suggesting an implementation plan
- Checking on progress with the team at least twice a year
- Creating an e-guide for "how-to"
- Capturing learning about the experience of using confirmation practices
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Human Resources
Purpose:
To create a positive employee environment and look at policies, processes and benefits for team membersAccountabilities:
- Coordinating the annual salary benchmarking process based on roles
- Drafting and maintaining the employee handbook
- Proposing and updating policies that relate to team working and benefits
- Liasing with payroll company (Pacific HR)
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Domains:
- What, when, and how to support team members and circles to understand and embrace Holacracy.
Accountabilities:
- Sharing a Holacracy Habit at General Company Circle meetings
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Accountabilities:
- Providing resources for team members to understand and put into practice team cycle processes
- Supporting team members to feel confident facilitating team cycle processes
- Capturing the learning and collaborating with team members to develop e-guide resources specific to team cycle processes
- Drafting agendas for monthly team planning days
- Coordinating monthly team planning days
Purpose:
To sustain business operations
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Accountabilities:
- Reviewing materials for brand alignment
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Accountabilities:
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Assigning people to roles that have been created through Governance Meetings
Allocating resources within the Circle
Defining Priorities, Strategies, and Metrics within the Circle
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Accountabilities:
- Drafting financial projections
- Generating quarterly profits and loss statements to share with the team
- Paying bills and taxes
- Generating invoices and tracking payments
- Determining pricing of products and offerings
- Providing consultation for the pay adjustments proposed through the team benchmarking and performance review process
- Deciding annual pay adjustments based on Benchmarking outcomes and projected organizational income
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Materials Designer
Purpose:
To coordinate translation services and graphic design of all public-facing materialsDomains:
- Brand approval of public-facing materials and resources
Accountabilities:
- Liaising with translation services
- Coordinating with graphic design services for materials
- Reviewing and approving design concepts for all public-facing materials
- Coordinating with printers to produce publications and resources
- Consulting with Finance role to confirm availability of funds to develop materials
- Coordinating with Marketing role to promote resources for purchase