Purpose:

Evolve humanity’s relationship to power.

  • General Company Circle

    Purpose:

    Evolve humanity’s relationship to power

    Domains:

    • All Company property & ordinary business affairs

    • Partner Relationships

    Accountabilities:

    • Servicing the operational needs of the Board to support the logistical execution of its work

    • Determining and distributing the Distributable Cash Flow for each year, as detailed in the Operating Agreement, and publishing to the Board any reserves deducted for working capital and investment prior to making such distributions

  • Purpose Guide

    for Until April 30th, 2023

    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

Purpose:

Evolve humanity’s relationship to power

  • Business Alchemist

    Purpose:

    Catalyze novel business lines and other new sources of value and purpose through new business initiatives

    Domains:

    • Decisions to accept illiquid investments (e.g. equity) in exchange for H1 services

    • Distributions to investors

    Accountabilities:

    • Determining the Distributable Cash Flow to send to investors each year and triggering annual distributions accordingly, along with any advances to distribute towards it during the year

  • Circle Lead

    Purpose:

    Evolve humanity’s relationship to power

    Accountabilities:

    • There are no accountabilities defined for this role.
  • 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

  • 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

  • Constitution Steward

    Purpose:

    The Holacracy Constitution; legally-grounded, projection-free, & continually-evolving

    Domains:

    • Holacracy Constitution Content

    Accountabilities:

    • Drafting successive versions of the Holacracy Constitution to concretize and formalize effective patterns and core best-practices that have emerged in the practice and application of Holacracy

    • Clarifying Holacracy-related concepts or language in the Holacracy Constitution upon request, and hosting general informative sessions for Partners upon updating the Constitution

    • Reviewing draft tools and materials upon request and offering feedback on their alignment with the rules, methods, and intent captured in the Constitution

    • Coordinating releases of Constitution roll-outs, including soliciting impact of intended timing from each major business line

  • Licensing Strategy

    Purpose:

    A sustainable & effective framework for licensing

    Domains:

    • Standard licensing contracts and financial terms

    • Holacracy certification credentials and prerequisites for each

    • Quality Standards for licensing

    • Requirements for earning Premier Provider status

    Accountabilities:

    • Defining an overall vision for Holacracy licensing, and strategic guidance and criteria as-needed to help other roles enact that vision

    • Defining and publishing a set of Holacracy certification credentials and the intended meaning of each

    • Developing Quality Standards for the licensing program that balance protecting the Holacracy brand with enabling qualified licensees to spread it, and soliciting input from licensees on draft Quality Standards

    • Soliciting input from Holacracy Training and publishing intent before changing training licensing strategy

  • People & Partnership

    Purpose:

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

    Domains:

    • Partner Relationships

    • Usage of spaces rented for Partner retreats

    Accountabilities:

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

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

  • Transformation Agent

    Purpose:

    Catalyze deep transformation in H1's core business structure and patterns; hospice what is and midwife what's next

    Accountabilities:

    • Designing, planning, and orchestrating the split of HolacracyOne into separate-but-intertwined business entities

    • Guiding and supporting the succession of key partners when it's their time to disentangle from being indispensable

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

  • 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

  • Master Coach

    Purpose:

    World-class advising for coaches and implementation leaders to create "whole product" practice

    Accountabilities:

    • Researching and developing solutions, upon request of an Engagement Lead, to resolve advanced client needs related to applying Holacracy

    • Constructing or editing complex proposals and apps to meet client business goals on request of Holacracy Coach

    • Listening to implementation plans and challenges, and providing regular feedback to Holacracy Coach and Engagement Lead

    • Delivering Holacracy group coaching and Q&A sessions for internal HolacracyOne partners when scheduled by Engagement Operations

Purpose:

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

  • Circle Lead

    Purpose:

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

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Compensation Architect

    Purpose:

    The right compensation system for the Organization and its Partners

    Domains:

    • H1 products/services offered to Partners as part of compensation system

    Accountabilities:

    • Designing, implementing, and evolving the Organization’s overall systems & related processes for determining Partner compensation

    • Defining and publishing the organization's possible compensation tiers, along with general criteria to guide others in assessing placements within it

  • 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

  • Model Maven

    Purpose:

    A culture rich in shared models/language that enables more powerful communication and connection, and a deeper level of shared reality

    Accountabilities:

    • Facilitating absorption and effective use of a common set of models, language, and associated tools to enhance communication, connection, and building shared reality

  • Domains:

    • Partnership Grant Agreements

    Accountabilities:

    • Creating and maintaining partnership grant contracts that capture Relational Agreements and other relationship terms useful to the organization

    • Implementing and maintaining a registry for tracking requested and required Relational Agreements, and which Partners have agreed to each

  • 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 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 Presenter

    Purpose:

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

    Accountabilities:

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

  • 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 Assessor

    Purpose:

    Only truly skilled trainers earn the Training Badge

    Accountabilities:

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

  • Training Design

    for Interpersonal Training & v5.0 Workshop

    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

Purpose:

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

  • Check Writer

    Purpose:

    Accountabilities:

    • Writing and sending payment checks

  • 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

  • Expense Policy Manager

    Purpose:

    Partners are good stewards of the organization’s finances

    Accountabilities:

    • Creating and maintaining fair and lightweight travel and expense reporting policies

  • Expense reviewer

    for Reviewing Yoad's expenses

    Purpose:

    Expense reports aligned with expense policies

    Accountabilities:

    • Reviewing and approving (or rejecting) expense reports to ensure alignment with the Expense related policies

  • Investments

    Purpose:

    Unspecified

    Accountabilities:

    • Monitoring and evaluating HolacracyOne's asset portfolios to optimally balance growth & risk

    • Making buy and sell decisions of HolacracyOne's assets

  • Keymaster

    Purpose:

    Safeguard the vault

    Accountabilities:

    • Securing the organization's private crypto keys and fund-carrying accounts from unauthorized access

    • Designing & implementing secure processes that enable appropriately limited access to payments and funds transfers for appropriate roles

  • 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

Purpose:

The right partners joining H1 in the right relationships

  • Partner Prospector

    for GlassFrog Business Development needs

    Purpose:

    The right partners brought into H1, with the right compensation and agreements

    Accountabilities:

    • Shepherding candidates through and orienting them to the courtship process, organizational agreements, and compensation system

    • Assessing fit between the talents, skills, and goals of partner candidates and the needs of the organization

    • Setting up conversations with relevant Partners to help assess fit

    • Planning and structuring in-person visits for appropriate Partner candidates; publishing intended activities prior to such visits; and booking time with relevant partners, including at least one Partnership Steward to further explain and answer candidate questions about HolacracyOne's purpose and partnership structure

    • Assessing appropriate terms and compensation level for a partnership grant offer for candidates believed to be a good fit, seeking approval for that offer per relevant policies, and extending approved offers to Partner candidates

    • Tracking agreements made in the Relationship Contract with incoming Partners in the registry published by Partner Agreement Steward

    • Announcing incoming new Partners upon signing a partnership agreement, including target start date and other relevant details of the new relationship

    • Assigning an initial Partner Partner to the new Partner, and helping the new Partner find a replacement upon request

    • Collecting compensation history and boundaries from candidates believed to be a good fit and sharing that information with Partnership Steward

Purpose:

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

  • Drop-in Instructor

    Purpose:

    Course content and marketing material includes the right voices to help generate client interest

    Accountabilities:

    • Recording course modules upon request

    • Recording course trailers upon request

Purpose:

Unimpeded flow of features with the greatest value to the customer

  • UX Advisor

    Purpose:

    GF UX design that hits the sweet spot

    Accountabilities:

    • providing expert feedback and suggestions early in the UX design process

Purpose:

Safeguard the vault

  • Circle Lead

    Purpose:

    Safeguard the vault

    Accountabilities:

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

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

  • Book Writer

    Purpose:

    Accountabilities:

    • Writing content for Holacracy books, in alignment with the overall outline, target voice, and strategic direction for each book set by Holacracy Spokesperson

  • Holacracy Spokesperson

    Purpose:

    Crystalize & convey the Holacracy brand - reveal its why to the world

    Domains:

    Accountabilities:

    • Heralding Holacracy to and within relevant broader contexts, including press channels, media organizations, purpose-aligned movements, partner organizations and associations, and potential key strategic clients

    • Defining criteria for acceptable speaking engagements

    • Shepherding relationships resulting from Holacracy Spokesperson's activity through an appropriate connection point into Holacracy services or other roles

    • Sharing key evolutions in Holacracy Spokesperson's storytelling and meaning making around the Holacracy brand and practice with key stakeholders

    • Removing incongruencies between the brand's authentic identity and what's conveyed in actions or expressions by brand representatives, and championing ever-deeper congruence

    • Presenting Holacracy to the media in interviews booked by Public Relations Strategy

    • Delivering Holacracy presentations, interviews and workshops scheduled by Intro Events Coordinator or Marketing

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

    • Delivering GlassFrog presentations scheduled by Marketing