Accepted on: December 10, 2016, 3:00pm
Proposed by: Olivier Compagne

Policy changed: Holacracy Trainer Badge

Text changed:
  • Any Certified Holacracy Coach acting as an agent of a Licensed Holacracy Provider organization may deliver a private multi-day Holacracy-branded Practitioner Training for a client as a "Licensed Event" (as defined in the licensing agreement), but only as part of that Provider delivering a comprehensive Holacracy implementation engagement to that client, including meeting facilitation and coaching services, and only if the person leading the training delivery has earned the "Holacracy Trainer" badge.

    A Certified Holacracy Coach can earn a provisional "Holacracy Trainer" badge by coaching at a multi-day Holacracy Practitioner Training led by HolacracyOne and achieving an excellent feedback score. This provisional badge may only be used to conduct a training with a HolacracyOne-appointed auditor present (a separate audit fee may apply, in addition to the usual license fees). Alternatively, a Coach may skip the provisional badge by co-delivering a training with a HolacracyOne-appointed lead trainer, in which case that trainer may also act as an auditor to assess the Coach for a full Holacracy Trainer badge. In either case, if the auditor determines the Coach has fully and consistently met HolacracyOne's training quality standards throughout the audit, the Coach then gains a full and lasting Holacracy Trainer badge. If the Coach does not achieve this level any provisional badge grant automatically expires, unless the auditor determines the Coach is near the target level and extends the provisional badge grant to allow for another training delivery audit.

    1. only as part of that Provider delivering a comprehensive Holacracy implementation engagement to that client, including meeting facilitation and coaching services, and
    2. only if the person leading the training delivery has earned the "Holacracy Trainer" badge.

    To maintain the "Holacracy Trainer" badge, the trainer must maintain a Certified Holacracy Coach credential in good standing, and consistently show an excellent feedback score from every training delivery. Should the feedback score for a training fall below the required level, the badge shall immediately become a provisional badge grant again, subject to the rules above.Earning the Trainer badge

    For any feedback score to qualify as "excellent" under this policy, all of the following must be true:• Via gaining a provisional badge + conducting a training with an auditor
    A Certified Holacracy Coach can earn a provisional "Holacracy Trainer" badge by coaching at a multi-day Holacracy Practitioner Training led by HolacracyOne and achieving an excellent feedback score. This provisional badge may only be used to conduct a training with a HolacracyOne-appointed auditor present (a separate audit fee may apply, in addition to the usual license fees).

    1. The score is based on the Net Promoter Score system, using one or both of the following questions (whichever is appropriate to the context):
      a) "If a friend was adopting Holacracy and looking for meeting facilitation and coaching support, how likely would you be to recommend this person to your friend as a coach?"
      b) "If a friend was adopting Holacracy and looking for an internal training, how likely would you be to recommend this person to your friend as a trainer?"
    2. All participants and other delivery staff were invited to submit feedback scores directly to HolacracyOne (not just through the Coach), and a statistically significant threshold of participants gave scores (as judged by @Holacracy_Training).
    3. The NPS result was 0.6 or higher when only factoring in scores from participants.
    4. The NPS result was 0.6 or higher when only factoring in scores from other coaches and trainers at the event.

    • Via co-delivering with an H1 trainer
    Alternatively, a Coach may skip the provisional badge by co-delivering a training with a HolacracyOne-appointed lead trainer, in which case that trainer may also act as an auditor to assess the Coach for a full Holacracy Trainer badge. In either case, if the auditor determines the Coach has fully and consistently met HolacracyOne's training quality standards throughout the audit, the Coach then gains a full and lasting Holacracy Trainer badge. If the Coach does not achieve this level any provisional badge grant automatically expires, unless the auditor determines the Coach is near the target level and extends the provisional badge grant to allow for another training delivery audit.

    Maintaining the Trainer badge
    To maintain the "Holacracy Trainer" badge, the trainer must maintain a Certified Holacracy Coach credential in good standing, and consistently show an excellent feedback score from every training delivery. Should the feedback score for a training fall below the required level, the badge shall immediately become a provisional badge grant again, subject to the rules above.

    Definition of "excellent feedback score"
    For any feedback score to qualify as "excellent" under this policy, all of the following must be true:

    1. The score is based on the Net Promoter Score system, using one or both of the following questions (whichever is appropriate to the context):
            a) "If a friend was adopting Holacracy and looking for meeting facilitation and coaching support, how likely would you be to recommend this person to your friend as a coach?"
            b) "If a friend was adopting Holacracy and looking for an internal training, how likely would you be to recommend this person to your friend as a trainer?"
    2. All participants and other delivery staff were invited to submit feedback scores directly to HolacracyOne (not just through the Coach), and a statistically significant threshold of participants gave scores (as judged by @Holacracy_Training).
    3. The NPS result was 0.6 or higher when only factoring in scores from participants.
    4. The NPS result was 0.6 or higher when only factoring in scores from other coaches and trainers at the event.