Roles
General Company Circle
GlassFrog
Holacracy Coaching Services
People & Partnership
Holacracy Training
Back Office Ops
Holacracy Resources
Evolve humanity’s relationship to power.
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Domains:
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All Company property & ordinary business affairs
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Partner Relationships
Accountabilities:
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Servicing the operational needs of the Board to support the logistical execution of its work
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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
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Purpose Guide
for Feb 1, 2017 - Feb 1, 2021Purpose:
Guide the organization towards its higher purpose
Accountabilities:
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Identifying and proposing updates to the purpose of the organization when appropriate
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Monitoring the General Company Circle's overall stewardship and steering of the organization towards deeper expressions of its purpose
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Championing the Organization's purpose and key brands in broader networks, and making purpose-aligned connections when useful and appropriate
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Secretary
Purpose:
Steward the Circle’s governance records and stabilize its record-keeping process.
Domains:
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All governance records of the Circle
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Role assignments for Circle Scheduler
Accountabilities:
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Scheduling Governance Meetings and Tactical Meetings of the Circle or called by its Roles, and notifying all invited participants
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Capturing and publishing the outputs of Governance Meetings and Tactical Meetings of the Circle or called by its Roles
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Interpreting Governance and the Constitution upon request
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Evolve humanity’s relationship to power
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Business Alchemist
Purpose:
Catalyze novel business lines and other new sources of value and purpose through new business initiatives
Domains:
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Decisions to accept illiquid investments (e.g. equity) in exchange for H1 services
Accountabilities:
- There are no accountabilities defined for this role.
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Constitution Steward
Purpose:
The Holacracy Constitution; legally-grounded, projection-free, & continually-evolving
Domains:
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Holacracy Constitution Content
Accountabilities:
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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
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Clarifying Holacracy-related concepts or language in the Holacracy Constitution upon request from any General Company Circle role, and hosting general informative sessions for Partners and Circle Members throughout the organization upon updating the Constitution
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Reviewing draft tools and materials upon request of other roles within the General Company Circle or General Company Circle and offering feedback on their alignment with the rules, methods, and intent captured in the Constitution
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Coordinating releases of Constitution roll-outs, including soliciting impact of intended timing from each major business line
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Domains:
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Role assignments for the Circle's Roles
Accountabilities:
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Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities
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Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit
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Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles
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Domains:
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Holacracy certification credentials and prerequisites for each
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Quality Standards for licensing
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Requirements for earning Premier Provider status
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Standard licensing contracts and financial terms
Accountabilities:
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Defining an overall vision for Holacracy licensing, and strategic guidance and criteria as-needed to help other roles enact that vision
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Defining and publishing a set of Holacracy certification credentials and the intended meaning of each
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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
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Soliciting input from Holacracy Training and publishing intent before changing training licensing strategy
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People & Partnership
Purpose:
The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate
Domains:
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Partner Relationships
Accountabilities:
- There are no accountabilities defined for this role.
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Accountabilities:
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Monitoring pricing models from each business unit and identifying opportunities to integrate pricing across business units for more cohesive and customer-friendly integrated pricing
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Reviewing proposed changes to each business unit's pricing for cohesion with other pricing and overall pricing strategies, articulating objections as-needed, and participating in follow-on integration
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Circle Rep
from Back Office OpsPurpose:
Tensions relevant to process in a broader Circle channeled out and resolved.
Accountabilities:
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Seeking to understand Tensions conveyed by Role-fillers within the Circle
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Discerning Tensions appropriate to process within a broader Circle that holds the Circle
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Processing Tensions within a broader Circle to remove constraints on the Circle
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Accountabilities:
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Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow
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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
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Domains:
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Business model and pricing for Marketing 's offerings
Accountabilities:
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Defining and regularly evolving circle core offerings
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Defining pricing models for circle offerings
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Defining parameters for book give-aways
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Holacracy Spokesperson
Purpose:
Crystalize & convey the Holacracy brand - reveal its why to the world
Accountabilities:
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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
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Defining criteria for acceptable speaking engagements
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Shepherding relationships resulting from Holacracy Spokesperson's activity through an appropriate connection point into Holacracy services or other roles
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Sharing key evolutions in Holacracy Spokesperson's storytelling and meaning making around the Holacracy brand and practice with key stakeholders
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Removing incongruencies between the brand's authentic identity and what's conveyed in actions or expressions by brand representatives, and championing ever-deeper congruence
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Presenting Holacracy to the media in interviews booked by Public Relations Strategy
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Delivering Holacracy presentations, interviews and workshops scheduled by Intro Event Business Manager or Marketing
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Reviewing and editing ghost-written blog posts to ensure they accurately reflect Holacracy Spokesperson's voice
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Delivering GlassFrog presentations scheduled by Marketing
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Accountabilities:
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Delivering webinar presentations.
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Using a podcast quality microphone or higher to deliver public webinar presentations (i.e. Blue Snowball, Blue Yeti, Rode Podcaster, or similar)
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Enable and accelerate self-organization through software; make it so easy that anyone can do it
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Product Vision
Purpose:
Distill user demand, Holacracy practice needs, and development capacity into a shipped product
Accountabilities:
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Sharing and clarifying the broader context of GlassFrog usage and demand with the team
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Publishing and prioritizing a high level roadmap of upcoming GlassFrog functionality
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Providing feedback on features, design concepts, epic story breakdowns, and release targets
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Defining target platforms intended to be supported by GlassFrog
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Defining high-level value propositions for GlassFrog
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Organizations pursuing their purpose through stable self-organization
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Domains:
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Pricing for circle offerings
Accountabilities:
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Defining financial/pricing models for defined services, and explaining the rationale and value proposition of any changes to Holacracy Advisor
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Accountabilities:
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Supporting client's key contact with Discovery Session planning from contracting to delivery
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Delivering Discovery Sessions to clients and, when appropriate, adjusting the HDS design to client context
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Documenting processes, best practices, and frequently asked questions from the HDS
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Sharing the intended activities and key information with relevant support roles prior to an HDS using a process defined by Engagement Project Manager
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Master Coach
Purpose:
World-class advising for coaches and implementation leaders to create "whole product" practice
Accountabilities:
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Researching and developing solutions, upon request of an Engagement Lead, to resolve advanced client needs related to applying Holacracy
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Constructing or editing complex proposals and apps to meet client business goals on request of Holacracy Coach
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Listening to implementation plans and challenges, and providing regular feedback to Holacracy Coach and Engagement Lead
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Delivering Holacracy group coaching and Q&A sessions for internal HolacracyOne partners when scheduled by Engagement Operations
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The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate
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Domains:
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H1 products/services offered to Partners as part of compensation system
Accountabilities:
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Designing, implementing, and evolving the Organization’s overall systems & related processes for determining Partner compensation
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Defining and publishing the organization's possible compensation tiers, along with general criteria to guide others in assessing placements within it
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Compensation Guardian
Purpose:
Fair relative compensation levels, aligned with Compensation Architect's guidance
Accountabilities:
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Assessing proposals for compensation placements against other existing placements, and against the general guidance published by Compensation Architect
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Circle Lead
Purpose:
The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate
Domains:
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Role assignments for the Circle's Roles
Accountabilities:
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Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities
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Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit
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Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles
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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:
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Facilitating absorption and effective use of a common set of models, language, and associated tools to enhance communication, connection, and building shared reality
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Domains:
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Partnership Grant Agreements
Accountabilities:
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Creating and maintaining partnership grant contracts that capture Working Agreements and other relationship terms useful to the organization
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Implementing and maintaining a registry for tracking requested and required Working Agreements, and which Partners have agreed to each
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Accountabilities:
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Answering questions from Partners about Holacracy, the company's activities, the partnership, and how all of these work together
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Talking with Partners upon request to help them build perspective on tension processing pathways including differentiating tensions best processed personally versus organizationally
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Supporting Partners to find a professional development path in the partnership upon request
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Initiating conversations with new Partners to provide thought-partnership on their transition into the company
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Documenting completed tasks on the new Partners onboarding checklist as defined by Courtship and Onboarding Process
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Partnership Assessor
Purpose:
Requisite partner/org relationships consummated, and requisite transitions enacted
Accountabilities:
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Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role
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Assessing Partners for continued partnership during scheduled Partnership Reviews
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Sharing information and context at an appropriate moment about partners transitioning out of the organization
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Assessing partnership grant proposals
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Partnership Steward
Purpose:
A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their gifts
Accountabilities:
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Assessing nominees for the Partnership Steward role
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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
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Negotiating customized Partner Relationships that maximize contribution from partners who HolacracyOne wants substantially more from than is otherwise reasonable
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Transformative trainings that transmit Holacracy and catalyze the capacities it requires
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Holacracy Presenter
Purpose:
Well-delivered Taster workshops that invite individuals to explore Holacracy more deeply
Accountabilities:
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Delivering Taster workshops, using presentation/workshop designs created by Training Design
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Accountabilities:
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Orienting, guiding, and supporting coaches on-site, including prior to each activity
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Monitoring training delivery for useful updates to training setup and design standards, and creating or updating relevant materials or guidelines to capture learnings
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Advising on coach needs for trainings as required by the training design
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Providing Coach Sourcerer with any updates regarding viable coach candidates, as new data surfaces, including after training events
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Orienting coaches prior to the training, including sending relevant preparation materials based on the type of training and answering coach questions
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Informing Facilitator Coach when stepping away from the main training space for an extended period of time
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Trainer
Purpose:
Transformative training experiences that transmit Holacracy and its underlying paradigm
Accountabilities:
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Delivering training content to event participants at standard training offerings
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Tweaking template slide decks to optimize delivery of each specific training and integrate learnings from delivery
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Advising other roles of potential impacts of their decisions upon learning environment and training objectives on their request
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Directing the on-site delivery team as-needed to support overall training quality needs
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Accountabilities:
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Assessing Licensee co-trainers for the Holacracy Trainer badge during private trainings
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Training Design
for Interpersonal TrainingPurpose:
Enable deep transmission through awesome programs and materials
Accountabilities:
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Designing and evolving packaged training and workshop offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively, and integrating Objections from Trainer to potential changes before rolling them out
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Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering
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Designing outlines and high-level specs for slides, simulations, and other support materials needed for training and intro offerings
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Soliciting input and reviewing updates from trainers delivering designed offerings, and evaluating potential changes to templates given that feedback
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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
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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)
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Defining and publishing a definitive source of pre-requisites for trainings
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Triggering Training Operations when updated materials are ready for production
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Delight business line stakeholders with accurate, useful, and timely back-office support
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Accountabilities:
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Creating and maintaining fair and lightweight travel and expense reporting policies
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Expense reviewer
for Eric's expenses, for time beingPurpose:
Expense reports aligned with expense policies
Accountabilities:
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Reviewing and approving (or rejecting) expense reports to ensure alignment with the Expense related policies
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Accountabilities:
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Monitoring and evaluating HolacracyOne's asset portfolios to optimally balance growth & risk
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Making buy and sell decisions of HolacracyOne's assets
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Accountabilities:
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Securing the organization's private crypto keys and fund-carrying accounts from unauthorized access
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Designing & implementing secure processes that enable appropriately limited access to payments and funds transfers for appropriate roles
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Circle Rep
Purpose:
Tensions relevant to process in a broader Circle channeled out and resolved.
Accountabilities:
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Seeking to understand Tensions conveyed by Role-fillers within the Circle
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Discerning Tensions appropriate to process within a broader Circle that holds the Circle
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Processing Tensions within a broader Circle to remove constraints on the Circle
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Accountabilities:
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Working with our accounting partners to prepare and file HolacracyOne's taxes
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Tracking C-unit and D-unit related capital accounts changes
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High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike
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Drop-in Instructor
Purpose:
Course content and marketing material includes the right voices to help generate client interest
Accountabilities:
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Recording course modules upon request
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Recording course trailers upon request
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