Purpose:

Evolve humanity’s relationship to power.

  • Investor Rep

    for C Unit Holders (until April 21st, 2023)

    Purpose:

    The Organization as an effective investment vehicle for its investors

    Accountabilities:

    • Representing the Investor Context within the Organization

Purpose:

Evolve humanity’s relationship to power

  • Branded Product Production

    Purpose:

    Economically, efficiently and elegantly manufactured tangible branded artifacts

    Accountabilities:

    • Sourcing and costing vendors for printed, screened, debossed and/or embroidered durable and consumable branded products

    • Offering options and suggestions for materials, production processes, quantity and finishing to manufacture the desired product

    • Providing product samples and production time estimates

    • Maintaining a list of branded products ordered and disposing of obsolete versions

    • Shipping branded products at the request of other Roles once spending authorization has been granted

  • Constitution Helper

    Purpose:

    Help make the next constitution better than it otherwise would be

    Accountabilities:

  • Holacracy Forum

    Purpose:

    A well executed forum to bring together practitioners of Holacracy to exchange information, ideas, and best practices for mutual benefit

    Domains:

    • Forum Speakers and Program

    • Official list of admitted participants and staff for Holacracy-branded conferences

    • Official list of venue room block for the Holacracy Forum

    Accountabilities:

    • Anticipating, planning, and arranging event-related logistics necessary or desirable for a successful forum

    • Seeking, evaluating, negotiating, and contracting venue, F&B, and transportation options

    • Creating structure and design for a successful event, including activities, topics, speakers, and guest list

    • Hosting conferences and events for the Holacracy ecosystem, and soliciting input from relevant partners early and often in the design of such events and for key upcoming decisions, including speaker selection and program design

    • Reviewing requests from other roles for guests to conferences and events organized by Holacracy Forum

    • Checking availability of Premier Providers to attend the Holacracy Forum and integrating that into scheduling decisions

  • Holacracy Resources

    Purpose:

    High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike

    Domains:

    • Blog posts produced by or in the service of the Holacracy Resources circle

    • Glossary of Translations of Key Holacracy Terms

    Accountabilities:

    • Developing and maintaining a community-driven "app store" for sharing Holacracy-compatible apps

    • Stewarding translations of the constitution, meeting cards, and glossary of terms

    • Aligning content with marketing strategy as defined by Marketing

    • Maintaining the content and business models for delivering the Habit Support Program

    • Aligning habit support content with marketing strategy as defined by Marketing

  • Holacracy Training

    Purpose:

    Transformative trainings that transmit Holacracy and catalyze the capacities it requires

    Domains:

    • Holacracy-branded public skill-building trainings (delivered completely synchronously, in-person, and in English)

    • Pricing & delivery of HolacracyOne's workshops of 3 hours or more

    • Training Supply Inventory & Storage

    Accountabilities:

    • Designing experiential Holacracy trainings and workshops to introduce Holacracy and develop the skills needed to practice and adopt it effectively

    • Maintaining a database of who has attended each Holacracy training

    • Publishing a pricing model for private trainings and workshops

    • Enrolling licensees to coach at trainings, then assessing and collecting feedback for them in alignment with the Holacracy Trainer Badge policy

    • Collecting photographs, brief videos, and/or quotes during live events for promotional purposes

    • Scheduling, opening, and delivering Holacracy skill-building trainings given market demand

    • Delivering and managing logistics for Holacracy introductory workshops scheduled by Marketing or Holacracy Coaching Services

    • Implementing, monitoring, and maintaining an event registration management system for the organization's public trainings and workshops

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

    • Co-delivering private trainings with Licensees, and assessing Licensee co-trainers for the Holacracy Trainer badge while doing so

    • Talking to potential leads at trainings and connecting them to Holacracy Development

    • Triggering Bookkeeper to invoice for private trainings

    • Conveying next steps and options for further learning to training attendees in alignment with marketing strategy as defined by Marketing

    • Aligning look and feel of post-event followup email to guidelines designed by Marketing

    • Notifying Marketing of plans to launch trainings in new areas (e.g. approximate date that registration will open and the potential location of the training), and, upon launch, of the minimum viable number of registrants and the approximate go/no-go date if relevant

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

    • Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow

Purpose:

Attract interest with a compelling and authentic brand narrative; connect our target audience with Holacracy products and services that are relevant and useful to them

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role Leads within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

  • Intro Events Presenter

    Purpose:

    Well-delivered introductory webinars, workshops, and events that invite participants to explore Holacracy practice more deeply

    Accountabilities:

    • Delivering introductory webinars, workshops, and events scheduled by Intro Events Coordinator and designed by Intro Events Designer

    • Using a podcast quality microphone or higher (i.e. Blue Snowball, Blue Yeti, Rode Podcaster, or similar) when delivering events online

Purpose:

Organizations pursuing their purpose through stable self-organization

  • Engagement Lead

    Purpose:

    Holacracy coaching engagements set up for success

    Accountabilities:

    • Reporting all client billable activity in a timely manner and monitoring client budget consumption rate

    • Sharing the intended roll out activities with relevant roles and delivery resources prior to an engagement launch

    • Onboarding and debriefing new Holacracy Coach's working with the client

    • Contracting with clients on an ongoing basis to realign expectations and adjust agreements as engagement needs evolve

    • Coaching and supporting key leaders and internal coaches with Holacracy coaching and adoption planning

    • Notifying Engagement Operations when a contract for an existing client has changed

    • Facilitating key circles to support the organization's Holacracy progress

    • Facilitating communication between Marketing and key client contacts, upon request of Marketing and when appropriate given the client context

    • Writing and internally publishing a Post-Adoption Report after each adoption using a template provided by Coaching Methods

    • Investigating abandoned/failed adoptions and harvesting learning to improve understanding, messaging, and adoption methodology

  • Holacracy Coach

    for Specific meetings

    Purpose:

    Client practitioners who understand and can effectively apply the rules of Holacracy

    Accountabilities:

    • Facilitating virtual and in-person governance and tactical meetings assigned by Engagement Lead or scheduled by Engagement Operations

    • Reporting all client billable activity in a timely manner

    • Maintaining basic competencies in Holacracy Coaching Services 's virtual meetings support tools

    • Coaching client circle members on Holacracy rules and effective practice as-needed during governance and tactical meetings, or when triggered by a process defined by Holacracy Coaching Services

    • Raising objections and helping clients integrate them whenever clients propose clearly invalid governance, or, when that is not advisable, providing follow up coaching to clients along with suggested improvements post-meeting, and sharing that coaching with other relevant coaches

    • Recording client meetings as requested by Engagement Operations

    • Soliciting regular coaching from another Holacracy Coach or Master Coach throughout the duration of an active engagement

    • Summarizing key developments about client services for Engagement Lead after each deliverable, or upon request

    • Delivering presentations, coaching services, and workshops following the triggers and other implementation methods defined by Coaching Methods

    • Reviewing survey results after delivering services and processing for improvement opportunities

    • Including references to relevant habits from the Habit Support Program wherever possible and appropriate when facilitating meetings and delivering workshops and other coaching services.

    • Defining a minimum viable initial structure with clients prior to the delivery of relevant services, on request from Discovery Lead or Engagement Lead

Purpose:

The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate

  • Compensation Guardian

    Purpose:

    Fair relative compensation levels, aligned with Compensation Architect's guidance

    Accountabilities:

    • Assessing proposals for compensation placements against other existing placements, and against the general guidance published by Compensation Architect

    • Sharing perspectives on request about criteria that would be meaningful to them in considering compensation comparisons (e.g. comparable archetypes, location, company size, include benefits?, etc.)

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating an election for any role in this circle, whenever triggered to do so by any partner

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown if one is discovered

  • Partner Transitions

    Purpose:

    Requisite relationships between partners and the partnership

    Accountabilities:

    • Assisting Partners, as-needed, to transition out of the Organization

    • Determining Partner’s Transition Date (last day), integrating the needs of the Partner and all Circles in which the Partner is energizing roles

    • Notifying Operations that a Partner is leaving the Partnership, as soon as a Transition Date has been established, so that appropriate offboarding triggers may occur

    • Notifying Compensation Processing upon reaching a transition plan or any updated relationship agreements that have a compensation impact

    • Convening or utilizing a live space to process partner departures

    • Facilitating partnership grants, partnership reviews, and compensation reviews

    • Scheduling do-over Partnership Reviews as soon as practical after that request is made, or later if no Partnership Assessor raises an objection to a proposed delay

    • Communicating results of partnership and compensation reviews to the reviewed partner

  • Partnership Assessor

    Purpose:

    Requisite partner/org relationships consummated, and requisite transitions enacted

    Accountabilities:

    • Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role

    • Assessing Partners for continued partnership during scheduled Partnership Reviews

    • Sharing information and context at an appropriate moment about partners transitioning out of the organization

    • Assessing partnership grant proposals

  • Partnership Steward

    Purpose:

    A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their gifts

    Accountabilities:

    • Assessing nominees for the Partnership Steward role

    • Identifying polarity imbalances at play and relevant in HolacracyOne's culture, and, when one is identified, calling attention to the value of both poles, to the pitfalls of unbalanced overuse of both poles, and to examples within H1 of effective use of the underbalanced pole

    • Negotiating customized Partner Relationships that maximize contribution from partners who HolacracyOne wants substantially more from than is otherwise reasonable

Purpose:

Transformative trainings that transmit Holacracy and catalyze the capacities it requires

  • Circle Lead

    Purpose:

    Transformative trainings that transmit Holacracy and catalyze the capacities it requires

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Coach Sourcerer

    Purpose:

    A high-quality learning environment for participants, primarily, and for coaches, secondarily

    Domains:

    Accountabilities:

  • Facilitator Coach

    for Specific Trainings

    Purpose:

    Holacracy practice role-modeled during trainings

    Accountabilities:

    • Facilitating tactical and governance meetings at trainings

    • Coaching participants at trainings

    • Setting up and breaking down venue at the direction of Training Support

    • Listening to modules during the training to prepare to facilitate

    • Following the direction of any training delivery roles to support the training, including promptly directing participants to the next activity when requested

    • Playing 'the world' during simulation work time at practitioner trainings using the guidance documented by Training Design

    • Assisting Training Support with logistical and tactical triage throughout the training

  • Lead Coach

    Purpose:

    Make trainings a team affair

    Accountabilities:

    • Orienting, guiding, and supporting coaches on-site, including prior to each activity

    • Monitoring training delivery for useful updates to training setup and design standards, and creating or updating relevant materials or guidelines to capture learnings

    • Advising on coach needs for trainings as required by the training design

    • Providing Coach Sourcerer with any updates regarding viable coach candidates, as new data surfaces, including after training events

    • Orienting coaches prior to the training, including sending relevant preparation materials based on the type of training and answering coach questions

    • Informing Facilitator Coach when stepping away from the main training space for an extended period of time

  • Online Workshop Support

    Purpose:

    Presenters presenting and participants participating

    Accountabilities:

    • Providing technical support to participants and presenters during online workshops

    • Capturing resources shared by presenter and sending them to Participant Ambassador for distribution to participants

    • Hosting, recording, and uploading workshop sessions to a password-protected repository that can be shared with registrants

    • Confirming details for online meeting rooms are in presenter calendars prior to the workshop

    • Maintaining published guidance on technical support

  • Secretary

    Purpose:

    Steward the Circle’s governance records and stabilize its record-keeping process.

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Scheduling meetings defined in the Constitution for the Circle and its Roles

    • Capturing and publishing outputs for the Circle within meetings defined in the Constitution

    • Interpreting the Constitution and anything under its authority upon request

  • Training Assessor

    Purpose:

    Only truly skilled trainers earn the Training Badge

    Accountabilities:

    • Assessing Licensee co-trainers for the Holacracy Trainer badge during private trainings

  • Training Business Development

    Purpose:

    Right trainings in the right markets at the right price and time

    Domains:

    • Pricing for HolacracyOne's introductory workshops

    • Pricing for trainings

    Accountabilities:

    • Gathering and assessing data about public demand for standard training offerings

    • Optimizing pricing, discount options, and expenditures to maximize training profitability including canceling trainings as needed in order to avoid loss, including defining training budgets as needed

    • Defining target regions and rhythms for delivering training offerings

    • Defining standard financial/pricing models, including specific price points for trainings and introductory workshops

    • Publishing a pricing model for private trainings

    • Defining training progressions for Holacracy learners

  • Training Design

    Purpose:

    Enable deep transmission through awesome programs and materials

    Accountabilities:

    • Designing and evolving packaged training and workshop offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively, including any slides and materials required, and integrating Objections from Trainer to any significant changes before rolling them out

    • Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering

    • Soliciting input and reviewing updates from trainers delivering designed offerings, and evaluating potential changes to templates given that feedback

    • Defining and publishing guidance about the role of coaches so that Lead Coach can orient coaches and direct them throughout the training and producing related materials

    • Maintaining a list of training and intro materials needed, including links to current versions and anticipated update timeline, including identification of training tools that are typically collected back after use (vs. coaching tools that are distributed to participants to keep)

    • Defining and publishing a definitive source of pre-requisites for trainings

    • Triggering Training Operations when updated materials are ready for production

  • Training Operations

    Purpose:

    Flowing logistics for great experiences

    Accountabilities:

    • Arranging event-related logistics necessary to run high-quality trainings and Tasters

    • Publishing to the circle key venue details (including capacity) to other roles and providing updates with regard to changes

    • Sorting materials into complete, ordered packages after trainings, and sourcing new printings when needed

    • Triggering Hygean Setup to set up for trainings

    • Producing disposable materials such as binders, handouts, and Hygean print outs that Training Design specifies

    • Scheduling a time for Training Support to set up for the training

    • Coordinating movement of all training and Taster supplies to and from venue and triggering Training Supplier to move supplies

    • Verifying receipt and accuracy of all training and Taster materials sent to a venue before the arrival of the on-site delivery team, including who received the materials and where they're stored and communicating that to all members of the team

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

    • Arranging at least one evening social event for participants per public Practitioner Training

  • Training Supplier

    Purpose:

    Everything in the right place at the right time

    Domains:

    • Durable training equipment

    Accountabilities:

    • Purchasing, keeping inventory, packing and shipping required supplies to trainings and Tasters

    • Notifying Training Support and Training_Operations of shipment details (incl. tracking number, address and arrival time)

    • Publishing shipment status and details

    • Maintaining inventory of all H1-owned durable training equipment

  • Training Support

    Purpose:

    Trainer training and learners learning

    Accountabilities:

    • Removing distractions at trainings that limit presence and focus of participants or delivery staff

    • Triaging and resolving venue-related tactical or logistical issues during public and private events

    • Setting up and tearing down training venue at the request of Training Operations, Trainer, or Lead Coach

    • Greeting and hosting participants at trainings and related events

    • Setting up training simulation spaces and materials in advance of each training activity

    • Neatly resorting and repacking training materials immediately following each training, delivering them to start of transport as arranged by Training Operations, and notifying Training Supplier of missing reusable supplies

    • Verifying participant attendance against the participant list and notifying Participant Ambassador of any no-shows or additional participants

    • Triaging last-minute registrations and payment collection

    • Maintaining, updating, and sharing a checklist of set-up and triage steps for each training.

    • Talking to potential leads at trainings and connecting them to Holacracy Development

  • Venue Contracting

    Purpose:

    Unspecified

    Accountabilities:

Purpose:

A well executed forum to bring together practitioners of Holacracy to exchange information, ideas, and best practices for mutual benefit

  • Circle Lead

    Purpose:

    A well executed forum to bring together practitioners of Holacracy to exchange information, ideas, and best practices for mutual benefit

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Forum Finance

    Purpose:

    A business model that supports the overall vision of the Forum

    Accountabilities:

    • Setting a price point for tickets based on actual and estimated cost information

    • Regularly reviewing actual revenue and expenses for alignment and comparison with budget

    • Aligning the price point for the Forum with the goals and value proposition determined by Forum Programming

  • Forum Host

    Purpose:

    The perfect transitional containers before, during, and after presentations

    Accountabilities:

    • Preparing transition slides for before, during, and after presentations

    • Integrating feedback from Forum Programming with respect to activities and prompts

  • Forum Materials Design

    Purpose:

    Attractive materials to help guide participants

    Accountabilities:

  • Forum Onsite Logistics

    Purpose:

    A seamless participant experience

    Accountabilities:

    • Setting up conference spaces and materials in advance of the Forum

    • Checking the catering set-up, interfacing with catering staff, and triaging any onsite issues as they arise

    • Triaging and resolving venue-related tactical or logistical issues during the event

    • Defining, coordinating, and publishing a list of onsite tasks (e.g. bell-ringing, time-keeping, mic passing, door-watching, material distribution, etc.) and who will fulfill them

    • Verifying participant attendance against the participant list and notifying Forum Participant Ambassador of any no-shows or additional participants

    • Triaging last-minute registrations

  • Forum Programming

    Purpose:

    Content and design that supports an inspiring, uplifting, and connecting Holacracy Forum

    Accountabilities:

    • Generating a list of presenters and routing approved contributors to Speaker Host for logistical triage

    • Gathering information from Forum participants and staff about content and activities preferences

    • Building a list of potential contributors to the Forum and gathering information about those contributors

    • Defining a purpose and desired outcome for the Forum to create an enriching participant experience and meet stakeholder needs

    • Determining timing of Forum sessions within logistical constraints of the venue

    • Defining and evolving Forum attendance prerequisites & granting exceptions to those prerequisites on a case-by-case basis

    • Allocating comp codes defined by Forum Finance to select clients, licensees, and friends of HolacracyOne

    • Preparing and stewarding speaking agreements with contributors including any negotiated remuneration prior to final confirmation within constraints set by Forum Finance

  • Forum Supplier

    Purpose:

    The Forum has the "Right Stuff"!

    Accountabilities:

    • Sourcing, purchasing, packing and shipping required supplies to Holacracy conferences

    • Sourcing printed materials in alignment with specs and files sent by Forum Materials Design

    • Notifying Forum Onsite Logistics of shipment details (incl. tracking number, address and arrival time)

    • Verifying receipt and accuracy of all materials sent to a venue before the arrival of guests

  • Forum Tech

    Purpose:

    Smooth, distraction-free presentations

    Accountabilities:

    • Running through technical set-up with the hotel staff and overseeing any needed adjustments

    • Triaging any technical issues as they arise

    • Coordinating speaker technical needs with Speaker Host

  • Forum Venue Contracting

    Purpose:

    Unspecified

    Domains:

    • Official list of venue room block for the Holacracy Forum

    Accountabilities:

    • Seeking, evaluating, negotiating, and contracting the venue for Holacracy Forums and other conferences in line with strategies and guidelines defined by Forum Finance

    • Defining a participant capacity for available contracted space based on design provided by Forum Programming

    • Ordering food and beverage for conferences that account for allergy issues, and connecting Forum Onsite Logistics with appropriate venue personnel

    • Triggering Forum Participant Ambassador to update communications & website once a venue is contracted

    • Publishing to the circle key venue details (including capacity) to other roles and providing updates with regard to changes

    • Communicating relevant logistic details to Forum Onsite Logistics

  • Speaker Host

    Purpose:

    An awesome experience for speakers

    Accountabilities:

    • Maintaining an overview of relevant speaker travel details and schedule

    • Providing speakers with relevant conference details and preparation steps

    • Gathering details on speakers and their presentations

    • Orienting speakers to presentation location, order and timing, and all technical tools needed for an excellent presentation

    • Stewarding the "call for abstracts" process

    • Compiling speaker presentations in advance of conference

    • Eliciting logistical, technical, and material set-up preferences from speakers and publishing this information internally

Purpose:

Delight business line stakeholders with accurate, useful, and timely back-office support

  • 2nd Signer

    Purpose:

    Prevent fraudulent transfers

    Accountabilities:

    • Reviewing cash transfer and similar banking-related requests against the initiator's authority, and approving authorized transactions

  • Comp Review

    Purpose:

    Comp payments accurate

    Accountabilities:

  • Pandemic Protection Person (PPP)

    Purpose:

    SBA pandemic loan fully funded and forgiven

    Accountabilities:

    • Stewarding the SBA loan process and documentation

  • Profit Distribution

    Purpose:

    Profits distributed timely and accurate

    Accountabilities:

    • Calculating, recording, and communicating the quarterly and annual profit distributions

  • Switchboard

    Purpose:

    Phone calls and voice messages get where they need to go

    Accountabilities:

    • Stewarding Google Voice account

    • Transcribing voice messages and delivering them to relevant roles

    • Deleting voice messages and transcripts in accordance with guidance provided by Legal Liaison

  • Unit Tracker

    Purpose:

    Unit ledger and records perfectly accurate

    Accountabilities:

    • Recording and updating C-unit and D-unit transactions in a trusted source location

    • Auditing P-Unit entries made by other roles

Purpose:

High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike

  • Circle Lead

    Purpose:

    High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • There are no accountabilities defined for this role.
  • CoP Mentor

    Purpose:

    Community of Practice is a place for getting answers about Holacracy and GlassFrog from experts

    Accountabilities:

    • Responding to questions from CoP community members

    • Proactively sharing about tools, tips, and resources of interest to CoP community members

  • Course Designer

    for Operations Fundamentals

    Purpose:

    Designing courses that support Holacracy learning and align with product prioritization and strategy as defined by Resources Product Manager

    Accountabilities:

    • Outlining and storyboarding initial course drafts

    • Developing lesson plans, assessment instruments, and content modules to achieve learning objectives

    • Gathering feedback on initial course prototypes

    • Designing slide decks, quizzes, one-pagers and other course assets

  • Course Instructor

    for Operations Fundamentals

    Purpose:

    Course participants have access to expert instruction

    Accountabilities:

    • Hosting Q&A and Special Topic sessions scheduled as part of Resource course curricula

    • Responding to questions from participants in closed groups or forums created as part of Resource course curricula

    • Welcoming course participants into forums at the outset of the course and periodically checking in with participants

    • Recording course material created by course designer using a podcast quality microphone or higher (i.e. Blue Snowball, Blue Yeti, Rode Podcaster, or similar)

    • Recording video trailers for courses upon request

  • Holacracy Development

    Purpose:

    Potential clients have an optimal path forward with Holacracy

    Accountabilities:

    • There are no accountabilities defined for this role.
Purpose:

Aficionados to enthusiastic clients. Awareness to revenue.

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role Leads within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

  • Holacracy Development

    Purpose:

    Potential clients have an optimal path forward with Holacracy

    Accountabilities:

    • Counseling organizations exploring Holacracy on the various support services that HolacracyOne offers, including Holacracy Discovery Sessions, public and private workshops and trainings, coaching services, Holacracy Resources products, and GlassFrog software

    • Tracking significant client opportunities and publishing an opportunity pipeline

    • Contracting with current and potential clients to convert opportunities into clear engagements with clear expectations

    • Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status

    • Connecting Engagement Operations to the client's designated logistics coordinator during handoff

    • Requesting Holacracy Coaching Services appoint a representative to assist in defining each non-standard deal, involving that representative in the contracting process, and verifying they're comfortable with the engagement before closing the deal

    • Requesting Holacracy Training appoint a representative to assist in defining each private training & workshop deal, involving that representative in the contracting process, and verifying they can deliver on the negotiated expectations before closing the deal

Purpose:

Safeguard the vault

  • Keyminion

    Purpose:

    Safeguard a multi-sig backup key

    Accountabilities:

    • Securing a backup key and providing to Keymaster upon request

Purpose:

Sharing the story of the Holcracy movement with the world through a positive brand narrative

  • Aficionado

    Purpose:

    Perspectives on Holacracy shared with the world

    Accountabilities:

    • Giving interviews with Storyteller, contracted writers, and academic researchers

    • Reviewing and editing ghost-written blog posts to ensure they accurately reflect Aficionado's voice

    • Attending virtual and in-person speaking engagements at the request of Public Relations Strategy and Marketing