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
  • 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
Purpose: Evolve humanity’s relationship to power
  • 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 Consulting 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
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

    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 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 @Holacracy 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: 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

    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 @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
  • 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
  • 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
    • Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering
    • Soliciting input and integrating any Objections from @Trainer to new training designs and substantial design changes, including at a minimum before any new training offering is released for sale/scheduling and before any substantial changes to slides or materials are released for use in a training
    • 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