Rebecca Brover
Sales & Marketing
Consulting Services
Purpose:
Our essence is: HolacracyOne is a resolute pioneer, carving new paths with fierce grace.
Our blessing is to show people the impact they can have when their organization is alive, awake, and ready for anything.
Our mission is to bring about a new paradigm of work; take the abstract and make it concrete, take the ideal and make it real, take the visionary and make it practical for the masses.
Our message is: "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work in the world than what modern organizations provide. It’s time to widen the channel; to allow Love to work through organizations in the same way it works through saints and sages. Organizations are the architects of the future of humanity; make them better."
Note: HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".
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Accountabilities:
- Facilitating the Circle’s regular Tactical Meetings
- Facilitating the Circle’s Governance Process
- Triggering new elections for the Circle’s elected Roles after each election term expires
- Auditing a Sub-Circle’s meetings and records on request and declaring a Process Breakdown if one is discovered
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Accountabilities:
- Identifying and proposing updates to the purpose of the organization when appropriate
- Monitoring the @General_Company_Circle's overall stewardship and steering of the organization towards deeper expressions of its purpose
- Championing the Organization's purpose and key brands in broader networks, and making purpose-aligned connections when useful and appropriate
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Domains:
- Role assignments for @Board Scheduler
- All governance records of the Circle
Accountabilities:
- Scheduling regular Tactical Meetings for the Circle
- Capturing and publishing Tactical Meeting outputs
- Scheduling Governance Meetings for the Circle
- Capturing and publishing the outputs of the Circle’s Governance Process
- Interpreting the Constitution and anything under its authority upon request
Purpose:
Attract interest with a compelling and authentic brand narrative; serve internal stakeholders by connecting our target audience with their relevant products and services
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Accountabilities:
- Counseling organizations exploring self-management on the various products and services that HolacracyOne offers
- Tracking significant client opportunities in the company CRM
- 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 @Consulting 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 @Learning Products 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:
High-end customized consulting that guides clients through practical transformations that leave them rocking their own purpose like never before, while also becoming natural agents of our purpose in the process
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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 @Sales_&Marketing and key client contacts, upon request of @Sales&_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
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Holacracy Coach
Purpose:
Client practitioners who understand and can effectively apply the rules of HolacracyAccountabilities:
- 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 @Consulting 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 @Consulting 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:
Live events delivered smoothly and powerfully, with deep transmissions
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Accountabilities:
- Facilitating tactical and governance meetings at trainings
- Coaching participants at trainings
- Setting up and breaking down venue at the direction of @Participant 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 @Participant Support with logistical and tactical triage throughout the training
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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
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Accountabilities:
- Removing distractions at events that limit presence and focus of participants or delivery staff
- Triaging and resolving venue or platform-related tactical or logistical issues during events
- Setting up and cleaning up venues/platforms for events, including at the request of @Training Operations, @Trainer, or @Lead Coach
- Greeting and hosting participants at events
- Setting up simulation spaces and materials during events in advance of each activity that uses them
- Resorting and neatly repacking training materials immediately following in-person events, delivering them to start of transport 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 at events
- Maintaining, updating, and sharing a checklist of set-up and triage steps for each event
- Exploring opportunities with potential leads at trainings and connecting them to @Business Advisor
- Recording events or modules within when promised by an event description or by @Trainer, and uploading recordings to a password-protected repository that's easy to share
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Trainer
Purpose:
Transformative training experiences that transmit Holacracy and its underlying paradigmAccountabilities:
- Delivering training content to event participants at standard training offerings
- Tweaking template slide decks to optimize delivery of each specific training and integrate learnings from delivery
- Advising other roles of potential impacts of their decisions upon learning environment and training objectives on their request
- Directing the on-site delivery team as-needed to support overall training quality needs
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Training Operations
for Private Austin training, September PT, December CTPurpose:
Flowing logistics for great experiencesAccountabilities:
- 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 @Undefined_Role to set up for trainings
- Producing disposable materials such as binders, handouts, and Hygean print outs that @Training Design specifies
- Scheduling a time for @Participant 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
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Training Supplier
for Private Austin training, December CTPurpose:
Everything in the right place at the right timeDomains:
- 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