Mary Beth Lepkowsky
General Company Circle
Programs and Services
Customer Success
Admin and Ops
Marketing and Communications
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.
Team Agreements (rev 7.2025)
1. We use Holacracy and trust the process.
2. We give and receive purposeful and constructive feedback with compassion.
3. We fail forward.
4. We show up open, brave, and embrace vulnerability with ourselves and one another.
5. We take time to connect, have fun, and enjoy each other’s company.
6. We encourage and support one another’s wellbeing and self-care.
Values (in priority order)
Collaboration
Compassion
Responsibility
Warmth
Thriving
Generosity
Curiosity
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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.
Team Agreements (rev 7.2025)
1. We use Holacracy and trust the process.
2. We give and receive purposeful and constructive feedback with compassion.
3. We fail forward.
4. We show up open, brave, and embrace vulnerability with ourselves and one another.
5. We take time to connect, have fun, and enjoy each other’s company.
6. We encourage and support one another’s wellbeing and self-care.
Values (in priority order)
Collaboration
Compassion
Responsibility
Warmth
Thriving
Generosity
Curiosity
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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To develop and deliver high-quality training, facilitation, coaching, and consultation services.
Value - Creating and delivering billable, customer-facing work
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Coach
for Exec Leadership Teams and Private CustomersPurpose:
To support learners with enriched learningAccountabilities:
- There are no accountabilities defined for this role.
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Facilitator-Trainer
for Teams and LeadersPurpose:
To design and deliver engaging, customer-facing sessions.Accountabilities:
- Developing training curriculum, content, and materials as requested
- Coaching other associates to learn to deliver curriculum as requested
- Recommending the annual programs to be offered within a specific content area
- Coordinating with the Air Traffic Controller to determine the annual calendar of programs and offerings within a specific content area
- Designing, developing, and delivering programs within a designated content area
- Writing monthly project summaries to be included in progress reports
- Coordinating with the Marketing and Communications role to create content for promotional materials
- Staying current on trends and best practices within designated content area(s). Being a subject matter expert
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Finance Lead
from Admin and OpsPurpose:
To forecast and strategize to meet HSA's ongoing financial needs.Accountabilities:
- There are no accountabilities defined for this role.
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Learning and Impact Lead
Purpose:
To gather insights from customers about the impact of our programsDomains:
- Which programs to pursue for storytelling purposes
- What methodology to use for interviews and summation
Accountabilities:
- Interviewing facilitators and contract representatives and designated program participants to gather insights about the experience, the learning, and the application of HSA content
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Materials Designer
Purpose:
To develop program content and marketing materials that are consistent with HSA brand guidelines.Domains:
- Brand approval of public-facing materials and resources
Accountabilities:
- Coordinating with external services (e.g., translators and graphic designers to produce high-quality customer-facing materials.
- Reviewing and approving design concepts for public-facing materials
- Consulting with the Finance role to confirm the availability of funds to develop materials
- Coordinating with the Marketing and Communications role to develop promotional materials that feature our resources for purchase
- Creating design assets as requested for a variety of applications
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Business Development
from Admin and OpsPurpose:
To determine capacity to meet current and future contract obligations.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 a calendar)
- Developing proposals and contracts
- Negotiating contracts, including the 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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Domains:
- Benchmarking role wages
Accountabilities:
- Drafting financial projections
- Determining pricing of products and offerings
- Approving annual pay adjustments based on benchmarking by the HR role, performance outcomes, and projected revenue
- Approving annual budget allocations
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Human Resources
Purpose:
To foster a positive employee environment by establishing policies, processes, and benefits that impact individual team members.Accountabilities:
- Determining a staffing plan based on available resources
- Conducting benchmarking of salaries every three years
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Organizational Learning and Development
Purpose:
To build internal capacity for effective teamworking and modeling practices for fulfilling HSA's missionAccountabilities:
- Establishing an annual calendar of remote team planning days and in-person retreats
- Implementing and monitoring the annual cycle of team planning and review processes
- Introducing and providing coaching to develop and implement monthly confirmation practices.
- Providing training and coaching on holacracy to circle leads and circle members
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Materials Designer
Purpose:
To develop program content and marketing materials that are consistent with HSA brand guidelines.Accountabilities:
- There are no accountabilities defined for this role.