General Company / History / General Company Governance Meeting of Feb 27, 2017, 2:32pm

General Company Governance Meeting Minutes

Held on: February 27, 2017, 2:32pm
Secretary: Rebecca Brover

Made changes to: Help Desk Admin

Accountability added:
  • Configuring booking links and routing for scheduling of @Holacracy_Advisor

Made changes to: Scheduler

Name changed:
  • SchedulerSales Support
Purpose changed:
  • @Holacracy_Advisor unencumbered by scheduling, free to develop new business@Holacracy_Advisor supported and prospective clients held
Accountability removed:
  • Assisting @Holacracy_Advisor in scheduling virtual and in-person meetings with prospective engagement clients
Accountability added:
  • Offering scheduling help and following up appropriately with prospective clients in the lead management system, or at the request of @Holacracy_Advisor
Accountability added:
  • Triaging the transition of leads from @HolacracyOne_Ambassador to ensure follow up and ease of scheduling

Made changes to: Holacracy Advisor

Accountability removed:
  • Triaging inbound requests from @HolacracyOne_Ambassador and other channels

Made changes to: Holacracy Training

Accountability added:
  • Aligning expectations about private training delivery needs with clients regarding the agenda, participant communications, logistics and triaging anything needed for a successful delivery.

Policy added: Scheduling Taster Workshops

Policy added:
  • @Outreach may not schedule a public Holacracy Taster Workshop unless they first have checked a public events listing (such as the Community of Practice).