Rebecca Brover

Rebecca Brover

Board

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Our message is: "Your organizational form is obsolete.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".

  • Circle Rep

    from General Company

    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

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    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

  • Purpose Guide

    Purpose:

    Guide the organization towards its higher purpose

    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

  • Secretary

    Purpose:

    Stabilize the Circle’s constitutionally-required records and meetings.

    Domains:

    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

General Company

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."

HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".

  • Back Office Ops

    Purpose:

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

    Domains:

    • Financial transaction processing systems & processes
    • Google Workspace, LastPass, and Slack accounts
    • DNS records configuration for HolacracyOne-branded domains
    • Partner onboarding and offboarding checklist template

    Accountabilities:

    • Implementing and administering accounting systems, bookkeeping processes, financial transactions, and financial reporting to support the business needs of all internal stakeholders
    • Completing informal or formal company valuations on request of @Financial Steward
    • Selecting and maintaining the company's needed insurance policies, including liability policies for business lines and group health insurance policies for partners
    • Selecting, maintaining, and configuring general infrastructure systems and platforms for the organization
    • Securing HolacracyOne's back-office infrastructure and accounts from evil and ignorance
    • Triggering @Legal Liaison and @Back Office Ops when changes are made (e.g. business address, legal jurisdiction, corporate structure, etc.) that would affect contract terms
    • Tracking estimates of actual costs of doing business, including business line cost data and organizational overhead
    • Administering the company's Google Voice account, including delivering messages to relevant roles, and deleting them within any guidance provided by @Legal Liaison
    • Administering DNS records for domain names intended to point to websites that are HolacracyOne-branded, announcing changes that would impact the uptime or configuration of those websites, and publishing policies to allow @Sales & Marketing to impact the DNS records configuration
    • Scheduling Board-circle meetings and Member Meetings in alignment with the Board Secretary's requests and all requirements and constraints in the company's Operating Agreement and Board policies, and notifying all invited parties of all required details
    • Administering the company's Partnership Review and Compensation Review processes, including storing Partners' accepted write-ups in a non-editable format (e.g. PDF)
    • Onboarding and orienting new partners into/to the company and its core platforms, systems, and processes
    • Implementing and maintaining a registry for tracking requested and required Relational Agreements, and which Partners have agreed to each
    • Fielding questions and requests from the organization's investors

  • Circle Rep

    to Board

    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

  • 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.)
    • Providing feedback to partners upon request after their compensation proposals have received a vote

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    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

  • 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

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

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

Sales & Marketing

Purpose: Attract interest with a compelling and authentic brand narrative; serve internal stakeholders by connecting our target audience with their relevant products and services

  • Business Advisor

    Purpose:

    Potential clients have an optimal path forward with self-management

    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 @Self-Management Accelerator 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

Consulting Services

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

  • 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 @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

  • Holacracy Coach

    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 @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

Back Office Ops

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

  • Circle Lead

    Purpose:

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

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Partner Relations

    Purpose:

    Clear relationships, smooth transitions

    Domains:

    • Onboarding and Offboarding checklist template

    Accountabilities:

    • Facilitating partner transitions, in and out of the organization, aligning with individual and organizational needs.
    • Triggering @Operations  and @Partner Distribution Processor Processor with any changes related to a partner’s onboarding/offboarding
    • Coordinating the onboarding and offboarding process, ensuring completion and documentation of all checklist tasks.
    • Selecting and administering health insurance programs for Partners
    • Guiding a new partner in understanding and navigating internal processes and activities as well as fielding Holacracy-related questions.
    • Facilitating partnership and compensation reviews, communicating outcomes.
    • Scheduling and managing review processes, including special assessments.
    • Ensuring all partner-related agreements, including compensation write-ups and Relational agreements, are well-documented and accessible.

  • Taxman

    Purpose:

    Unspecified

    Accountabilities:

    • Working with our accounting partners to prepare and file HolacracyOne's taxes
    • Tracking C-unit and D-unit related capital accounts changes

Self-Management Accelerator

Purpose: Scalable, productized learning offerings that catalyze the shifts and build the skills that transform our customers into natural agents of our organization's purpose, while also enabling them to better serve their own

  • Course Instructor

    Purpose:

    Engaging courses that transmit the principles and rules of self-management

    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, including video trailers
    • Developing courses, assessment instruments, and content modules to achieve learning objectives

  • Event Delivery

    Purpose:

    Live events delivered smoothly and powerfully, with deep transmissions

    Accountabilities:

    • There are no accountabilities defined for this role.

Event Delivery

Purpose: Live events delivered smoothly and powerfully, with deep transmissions

  • Circle Lead

    Purpose:

    Live events delivered smoothly and powerfully, with deep transmissions

    Accountabilities:

    • There are no accountabilities defined for this role.

  • 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 @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

  • 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

  • Trainer

    Purpose:

    Transformative training experiences that transmit Holacracy and its underlying paradigm

    Accountabilities:

    • 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