Organizations pursuing their purpose through stable self-organization

  • Discovery Lead

    for small orgs based in Europe


    Discovery Sessions fine-tuned and delivered to each client's unique context


    • Supporting client's key contact with Discovery Session planning from contracting to delivery

    • Delivering Discovery Sessions to clients and, when appropriate, adjusting the HDS design to client context

    • Documenting processes, best practices, and frequently asked questions from the HDS

    • Sharing the intended activities and key information with relevant support roles prior to an HDS using a process defined by Engagement Project Manager

  • Engagement Lead

    for clients assigned in role note


    Holacracy coaching engagements set up for success


    • 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 Project Manager 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


    Client practitioners that understand and can apply Holacracy


    • 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

  • Holacracy Practice Assessor


    Holacracy practice maturity assessed at the service of a sustainable power shift


    • Auditing governance records upon request of Engagement Lead and soliciting regular feedback on work in progress

    • Observing circles meetings at the request of Engagement Lead and providing practice maturity observations and actionable feedback

  • Retrospectives


    A wiser organisation continuously learning from its engagements


    • Facilitating regular retrospectives to surface learnings from engagements

    • Forwarding any learnings and tensions which surface to relevant roles to process

  • Secretary


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


    • All governance records of the Circle


    • Scheduling Governance Meetings and Tactical Meetings of the Circle or called by its Roles, and notifying all invited participants

    • Capturing and publishing the outputs of Governance Meetings and Tactical Meetings of the Circle or called by its Roles

    • Interpreting Governance and the Constitution upon request


An active and growing Holacracy Ecosystem of highly skilled coaches, Providers, and partners

  • Assessor

    for as assigned in role-note


    Assessments are a professional experience full of learning for the candidate


  • Provider Gathering Organizer


    An open space for Providers to meet and share


    • Organizing regular gatherings for Providers (including HolacracyOne) to share best practices, of which 6 virtual gatherings per year are eligible for earnings CEUs


Transformative trainings that transmit Holacracy and catalyze the capacities it requires

  • Facilitator Coach

    for Specific Trainings


    Holacracy practice role-modeled during trainings


    • Facilitating tactical and governance meetings at trainings

    • Coaching participants during facilitation practice at trainings

    • Setting up and breaking down the room 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 by following the guidance documented by Training Design

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

  • Holacracy Presenter


    Well-delivered Taster workshops that invite individuals to explore Holacracy more deeply


    • Delivering Taster workshops, using presentation/workshop designs created by Training Design

  • Lead Coach

    for Specific Trainings


    Make trainings a team affair


    • 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

    for Specific Trainings


    Transformative training experiences that transmit Holacracy and its underlying paradigm


    • 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


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

  • Course Designer

    for Holacracy Adoption Journey


    A pipeline of course designs that support Holacracy learning and align with Resource business model and strategy


    • 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 Feedback


    Maximize initial feedback; minimize changes down the line


    • Reviewing course outlines and offering feedback on module delineation and content

    • Offering suggestions to help align courses with Value Proposition work and Pricing Model

    • Offering suggestions to help curriculum to standardize

  • Course Instructor

    for Welcoming, checking in with and responding to questions from course participants for Secretary course


    Course participants have access to expert instruction


    • Hosting Q&A 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

  • Holacracy-Compatible Curator


    Holacracy-compatible services & "apps" can be easily shared with the community


    • Developing and evolving a standard process for service providers to share their Holacracy-compatible services that support practice (e.g. cultural development, self-leadership development, etc.)

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

  • Resource Archivist


    Resources are organized and easy to find


    • Internal inventory of Holacracy resources


    • Creating and maintaining a list of resources for learning Holacracy and locations where these resources are publicly shared

    • Communicating major tool & materials changes to internal stakeholders including GlassFrog and Marketing, to improve messaging and marketing efforts

  • Translation Steward

    for Contracting with Mel


    Holacracy Materials available globally


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

    • Seeking input from Brand Identity and Brand Protection with regard to branding on translated Holacracy materials

    • Defining and upholding standards for branding of translated products

    • Maintaining a version-marked database of translated products and sharing with website

  • Value Proposition Researcher


    Resource Circle products and pricing are well-supported by customer data


    • Gathering data about the needs of customer groups prioritized by Resource Business Strategy

    • Defining a streamlined process for gathering customer feedback on value proposition hypotheses and prototypes

    • Gathering customer feedback about pricing, prototypes, and support products and their relative priority

    • Synthesizing customer data and feedback into pricing recommendations and specs for new support products which include any existing relevant resources

    • Defining a process for gathering and tracking early pipeline feedback requests into an organized system to provide visibility into customer needs

    • Flagging feedback and requests from key stakeholders

    • Providing a regular summary of high priority customer needs to resources business strategy to inform prioritization

    • Harvesting data from any beta tests and/or course surveys and summarizing recommendations to Resource Product Manager


Holacracy coaching engagements set up for success

  • Circle Lead


    Holacracy coaching engagements set up for success


    • Role assignments for the Circle's Roles


    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles